Janet & Bryan Moore Charitable Trust

The charitable objects of the Trust are to help unite local communities including, but not limited to, churches, youth clubs and childcare institutions located and working within Warwickshire, Oxfordshire and Northamptonshire through the application of discretionary grants which are reviewed on a case by case basis up to a maximum of £20,000 (Objects).

The Trust is governed by the trustees of the Trust (Trustees) who have a duty, acting at all times in the best interests of the Trust, to apply the Trust’s assets to advance the Objects.  The Trustees have ultimate responsibility doe all grant-making decisions.

All grants award by the Trust must be used to cover costs that are directly connected to carrying out the charitable activities that the Trustees have agreed to fund (Funded Activities).  

Grants can be used either to cover costs that are directly connected to carrying out the charitable activities that the Trustees have agreed to fund or to fund expenditure on the following:
(a) Salary costs;
(b) Capital expenditure, provided the Applicant is able to demonstrate that the expenditure is essential to the charitable activities that the Trustees have agreed to fund and that any assets acquired using grant money will be used for similar purposes after then end of the proposed activities;
(c) Contributions to the cost of overheads, provided that the Applicant is able to demonstrate that such overhead costs are essential for, and directly linked to, the charitable activities that the Trustees have agreed to fund; and
(d) Other types of expenditure.

If the Applicant is a non-charitable organisation the proposal must also:
(a) provide evidence that the organisation has a bank account with at least two unrelated signatories; and
(b) demonstrate that all of the activities in the proposal will qualify as being charitable for the public benefit if they are undertaken by an organisation that is registered as a Trust in England and Wales.

How we make decisions about grants

The Trustees have ultimate responsibility for all grant-making decisions and for ensuring that all funds awarded are used to advance the Objects.

Although the Trustees endeavour  to respond to every Applicant, if the Trustees decide not to award a grant for a proposal, the Trustees are not obliged to give the Applicant reasons for their decision. If you do not hear back from us within 3 months of submitting your application, you should consider it unsuccessful.
The Trustees’ decision whether to award a grant is final.

Reporting requirements and monitoring

The Trustees will take steps to monitor the use of the grant and verify that the grant is used for the purposes that have been agreed.  The arrangements for monitoring will vary according to the nature of the grant, but the Trustees will always seek to ensure that the arrangements are appropriate and proportionate.

Arrangements for monitoring use of the grant may include asking the recipient to provide any of the following:
(a) Copies of formal records such as receipts, invoices, bank statements, and management accounts to show that funds have been used for the purposes for which they have been awarded and in accordance with the terms of the grant;
(b) Regular written or verbal updates showing progress to date, summarising key achievements or problems encountered, indicating whether targets have been met and giving reasons for any delay in implementing work funded by the grant;
(c) A final written report on completion on the work funded by the grant, showing how funds have been spent, evaluating where the work has been successful  and identifying lessons that can be learnt; and
(d) Information about any proposed changes to the proposed activities.

If appropriate, the Trustees may also visit grant-funded activities and interview individuals involved in running those activities.

Basic monitoring requirements will be set out in the Grant Award Letter. However the Trustees may take any additional steps to monitor the use of grant funds that they consider appropriate.

Clawback and repayment

The Trustees may require repayment of all or any part of the grant if:
(a) the project or purpose for which is was awarded does not proceed;
(b) part of the grant remains unused when the activities that the grant was intended to fund have been completed; or
(c) the grant is used for a purpose other than that which has been agreed.

Law and Regulatory Compliance

If a grant has been successfully awarded, the Successful Applicant must comply with all Applicable Laws and regulations (including the law of England and Wales)  The Successful Applicant must achieve their reporting requirements with the respective regulatory bodies which includes but is not limited to the relevant Trust Commission, the Office of the Scottish Trust Regulator and Companies House).

Liability and Indemnity

Nothing in this agreement  limits any liability which cannot legally be limited, including liability for death or personal injury caused by negligence and fraud or fraudulent misrepresentation.

Subject to clause above, The Trustees and the Trust shall not be liable whatsoever, whether for breach of contract negligence or any other reason for any injury, loss of profits, exemplary or special damages, loss of sales, loss of revenue sustained by an Applicant or a Successful Applicant in relation to a grant application.

If a grant has been successfully awarded , the Trust and the Trustees accept no liability whatsoever for any consequences, whether direct or indirect, that may arise from the running of the project, the use of the grant, or from suspension or termination of the grant.

By agreeing to the terms of this Policy together with the terms under the Grant Award Letter, the Successful Applicant agrees to indemnify and keep indemnified the Trust and the Trustees at all times against any costs, claims or liabilities (including reasonable legal costs) suffered or incurred by the Trust or Trustees as a result of any action, claim or complaint brought against the Trust and / or Trustees in connection with or arising from the award of a grant.

No Partnership or Agency

Nothing in this Agreement is intended to, or shall be deemed to, establish any partnership or joint venture between the parties, constitute any party the agent of another party, or authorise any party to make or enter into any commitments for or on behalf of any other party.

Entire Agreement

This Agreement together with the Grant Award Letter constitutes the entire agreement between the parties and supersedes and extinguishes all previous agreements, promises, assurances, warranties, representations and understandings between them, whether written or oral, relating to its subject matter.


Each party must at all times maintain such adequate insurances as are required.

Reviewing and amending this policy

This policy will be reviewed by the Trustees at least annually. The Trustees may vary the terms of this policy from time to time.

Governing law and Jurisdiction

This Agreement and any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with it or its subject matter or formation shall be governed by and construed in accordance with the law of England and Wales. Each party irrevocably agrees that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with this Agreement or its subject matter or formation.

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