2022 Grant Application Form
                Charity Name [full 
                legal name]
                Registered Number                                                                              Year Formed
                Registered Address
                Contact & Role
                Telephone
                Mobile
                Email
                Website                                                                                        Twitter
                Past Holt Funding
                State Briefly your Charity’s Main Activities [approx. 200 words]
                Please state the number of FTE staff employed at your organisation [35 hours]:
                Please enter the number of volunteers that work to deliver your services [excluding fundraisers]:
                Current Financial                Current Free Cash* [dd/mm/yyyy]:                                         £
                Position
                                                 *exclude restricted cash, cash held as part of a reserves 
                                                 provision, or funds already committed to projects
                What is your reserves policy?
                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
                Project Area: √                  Merseyside          Liverpool        Knowsley            Sefton            St Helens           Wirral
                Beneficiaries: how many people will directly benefit from the work you are planning on delivering? State below the 
                number, age range, ethnicity and if they are part of a group or have protected characteristics e.g. 100 vulnerable 
                adults 25 plus [30 with a disability, 20 homeless, 30 in poverty and 20 BAME]. If your activity is new and you are 
                unsure of the breakdown give estimated numbers and general profile of who you are targeting. Remember do not 
                double count.
                IF APPLICABLE enter separately any indirect beneficiaries, only if they are a specific focus of your work i.e. general 
                public, family members, local residents or for arts organisations estimated audience. 
                Direct Beneficiaries
                Indirect 
                Beneficiaries
                Project Start Date                                               Project End Date
                Describe what you seek funding for and what will our grant be spent on? Below are some of 
                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
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                                2022 Grant Application Form
         the points to consider 
         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 and how? 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? If so, 
         specify which organisation[s] either ceased or reduced funding to you.
         What experience have you in delivering similar programmes?
         What credentials do you have in working with the beneficiaries you aim to help?
         How is your organisation well placed to meet the needs of the people you want to help?
         Outcomes: what quantitative or qualitative outcomes do you aim to deliver for your beneficiaries and 
         how will their lives be changed? [keep to the 3 most critical]
         Monitoring: how will you measure progress, and evaluate this piece of work at the end of the funding? 
         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
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                                           2022 Grant Application Form
                              Budget - breakdown the full 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 [not combined] sessional worker fees, volunteer costs, premises costs, resources, materials, equipment etc.
                                               Add rows if you wish to the form
                            Item                                    Description                      Amount
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                                                     £
                                                                               Total project costs   £
                                                                                   Amount raised £
                                                                 Amount requested from PH Holt £
            What are you asking us to fund?
            If we can only part-fund your project, what are the priorities?
            What specific funding has been secured and from whom:£
            Who else are you approaching to fund this work?
            Are any other organisations involved in delivering this work and what is their role?
            What would you do if PH Holt Foundation is unable to fund your work?
            To be compliant with law and practice, does your organisation have the following?    Yes      No
            Public and Employer’s Liability Insurance?
            Diversity and Equal Opportunities policy
            A risk assessment covering your organisation’s activities? 
            Are appropriate DBS checks carried out for staff and volunteers working with children/adults with 
            support needs?
            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 current management 
               accounts]
            Declaration
            Before signing the declaration, please ensure you have completed all the sections of the application form and you 
            enclose the documents requested on 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:
            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
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                                        2022 Grant Application Form
           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 4 sides of A4
                               [Do not return this section below with your application]
                                  2022 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.  
           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, Ocean Steam Ship 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 their community
                 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
                 Existing and new activities
                 Salaries and project expenses
                 Volunteer and beneficiary costs
                 Community and outreach initiatives
                 Arts, welfare and education programmes
                 Advice, information, and advocacy services
                 Resources and items of equipment 
           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 can demonstrate a clear case for support and provide solutions that will improve 
                  people’s lives.
           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
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