Charity Name to whom
                grant payable
                Charity Number                                                                      Date Formed
                Registered Address
                Contact & Role
                Telephone
                Mobile
                Email
                Website                                                                             Twitter
                Past Holt Funding
                State Briefly your Charity’s Aims and Activities [max 200 words]
                Current Cash                      Date [dd/mm/yyyy]:
                Reserves                          General Fund [cash at hand]                                               £
                                                  Restricted Income [running costs/assigned grants]                         £
                                                  Unrestricted Income [cash reserves]                                       £
                Sustainability Plans: state briefly any plans you have to ensure your work remains financially sound? Explain any large 
                deficits or surpluses.
                Project Name
                Project Purpose [50 
                words]
                What difference will 
                our grant make to 
                your organisation?
                Grant Requested                   £
                Priority Theme √                  Creating opportunities for people to contribute to their community
                select one most relevant to       Enabling people to overcome barriers 
                your project                      Increasing engagement in the arts for excluded groups
                                                  Widening access to education for people of all ages
                                                  Encouraging care of the environment or local heritage
                Project Area: √                   Merseysid        Liverpool          Knowsley            Sefton          St Helens         Wirral
                                                  e              
                Your Beneficiaries: how many people do you aim to reach and who are they? Include numbers 
                and the group or classification they belong to.
                Direct Beneficiaries
                Indirect 
                Beneficiaries
                Project Start Date                                                    Project End Date
                Funding Need: describe what you need funding for and what will our grant be spent on? Max 
                1,000 words 
                Is this application for a new activity or are you continuing something that works well? How has this need come about? 
                Who in your organisation will deliver the activity, what are their roles, where will it take place and how long will it last? 
                What do you intend to achieve for your beneficiaries and the improvements you hope to bring? Are you seeking part or 
                full funding, or re-funding on the reduction or the end of one or more funding streams? Who else is funding this work?
                PH Holt Foundation Registered Office: 151 Dale Street Liverpool L2 2AH | Registered as a Company Limited by Guarantee
                  in England and Wales No: 05731598 | Registered Charity No: 1113708 t: 0151 237 2663 www.phholtfoundation.org.uk
                                                                               07/08/22    Page   1 
         Outcomes: what are the most important outcomes you aim to deliver through this work? 
         Maximum of 3
         Monitoring: how will you monitor and evaluate this activity and keep it on track? 
                    Budget - breakdown of the direct costs in delivering the activity
         Even though you may not be asking us to fund everything, include the full activity or project costs such as individual
         salaries [no combined costs] sessional worker fees, volunteer costs, premises costs, resources, materials, equipment
                                 etc. Add rows if you wish to the form
                     Item                         Description             Amount
         PH Holt Foundation Registered Office: 151 Dale Street Liverpool L2 2AH | Registered as a Company Limited by Guarantee
          in England and Wales No: 05731598 | Registered Charity No: 1113708 t: 0151 237 2663 www.phholtfoundation.org.uk
                                         07/08/22    Page   2 
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                                                  £
                                                                             Total project costs  £
                                                                                 Amount raised £
                                                              Amount requested from PH Holt £
            What are you asking us to fund?
            What specific funding has been secured:  £
            If we can only part-fund your project, what are the priorities?
            Who else are you approaching to fund this work?
            Are any other organisations involved in delivering this work and what is their role?
            To be compliant with law and practice, does your organisation have the       Yes    No
            following?
            Public and Employer’s Liability Insurance?
            Diversity and Equal Opportunities policy
            A risk assessment covering your organisation’s activities? 
            A Safeguarding policy covering your operations during this pandemic ?
            Checklist Documents - enclose the following with your grant application 
              Safeguarding Policy for Children/Vulnerable Adults
              Covid 19 policy for staff, volunteers, trustees, and clients
              Copy of your organisation’s latest bank statement
              Annual Report & Accounts [Note: For charities under £50,000 p.a. and no audited 
               accounts, provide your current year’s income and expenditure, cashflow and recent 
               trustee report]
            Declaration
            Before signing the declaration, please ensure you have completed all the sections in this application form and that 
            you enclose the documents requested in the checklist above.
            I am an authorised representative of the organisation. To my best knowledge, the information provided in this 
            application form is correct.
            Name:
            Signature:                                                                                                                       Date:
            Disclaimer: By completing this form, you are acknowledging that we may store the information you have submitted, in both hard copy 
            and electronic form, and that it may be distributed to our trustees and other advisors via electronic, printed, or verbal 
            communications. 
                               Keep your application to no more than 3 sides of A4
                                    [Do not return this section with your  application]
                                    2021 Grant Criteria and Application Process
            The PH Holt Foundation is an independent grant-maker helping to create a better future for the people of 
            Merseyside.  
            PH Holt Foundation Registered Office: 151 Dale Street Liverpool L2 2AH | Registered as a Company Limited by Guarantee
             in England and Wales No: 05731598 | Registered Charity No: 1113708 t: 0151 237 2663 www.phholtfoundation.org.uk
                                                        07/08/22    Page   3 
          The Foundation is named in honour of Philip Henry Holt, who with his brother Alfred, founded Ocean Steam 
          Ship Company Ltd in 1865. During their lifetimes, the brothers were great philanthropists - establishing 
          some of Liverpool’s most cherished education and arts institutions which endure to this day. They also 
          aimed to improve everyday life for Liverpudlians and ship workers alike through their support of local 
          causes. After Philip Holt’s death in 1914, his bequest created the first of two charitable trusts that bear his 
          name. Holt Education Trust in 1915, followed in 1955 by The PH Holt Charitable Trust, known today as the 
          PH Holt Foundation. 
          Our priority themes
          To be considered for funding, your activity must meet one of our priority themes: 
              Creating opportunities for people to contribute to local communities
              Enabling people to overcome barriers 
              Widening access to education for all ages
              Increasing engagement in the arts for excluded groups
              Encouraging care of the natural or built environment
          Who we fund
          We provide grants to small and medium sized registered charities and charitable incorporated 
          organisations (CIOs) that have been operating for at least 12 months, and wish to change lives through 
          community activities, education, arts, heritage, and environmental programmes. 
          What we fund
          Our grants are typically for:
              Project grants for new or existing work
              Grants for equipment or building improvements
              Community, family, or young people’s programmes 
              Advice, information, or advocacy services
              Services for disabled or marginalised groups
              Outreach, mental health, or women’s projects
              Refugee or homeless support
          In addition, recognising some of the best work takes place in communities with limited access to grants, we
          may consider funding core costs of small local grass roots charities (turnover under £100,000).
          What we look for when awarding grants
              Activities that have a real and positive impact 
              New approaches to tackle emerging or persistent challenges 
              Activities that promote self-help and resilience
              Activities that strengthen communities
          How much do we give to each successful project
          Grants range from £500 to a maximum of £10,000 for an appeal of major significance. There is no standard
          amount since trustees prefer to respond to genuine need and consider each application on its merits. 
          Grants are for one year, but in the case of charities previously supported, we may consider an application 
          over two or three years, but this is subject to prior discussion with the Foundation. 
          Categories we do not consider
              CIC’s and social enterprises
              National charities and those enjoying high profile support 
              Intermediary charities with no direct services
              Individuals and uniform groups
              Work that has already taken place
              Medical research 
          PH Holt Foundation Registered Office: 151 Dale Street Liverpool L2 2AH | Registered as a Company Limited by Guarantee
           in England and Wales No: 05731598 | Registered Charity No: 1113708 t: 0151 237 2663 www.phholtfoundation.org.uk
                                             07/08/22    Page   4