Supporting Documents

To support your application, we require four documents to be uploaded when submitting the application form. These are:

• A governing document in the name of your organisation. This must be the most recent version, in your organisation's name, clearly state your charitable objectives, and contain an asset lock and dissolution clause. If you are a CIC and your charitable objectives do not appear on your governing document, you must attach a copy of your CIC36 form to your governing document before submitting.
• Signed accounts - the most recent set of signed annual accounts, this must include your income and expenditure for your latest financial year that you are required to report on. If required by your regulator, these accounts should include a report from an Independent Examiner or Auditor.
  If the end date of your accounts is more than 13 months ago at the date of application, you will need to upload draft or management accounts, or an explanation of your financial situation for the interim period. This will help us assess the current financial health of your organisation. For more information on accounts and management accounts, please refer to our FAQs.
• A bank statement dated within the last 90 days. This must be for a UK bank account in your organisation's name, with two unrelated signatories. This must be an account with a bank, not a Wise Account, ANNA, MoneyCorp, or any electronic money service. 
• Your organisation’s safeguarding policy. All applicants working with children, young people or vulnerable adults must submit a comprehensive Safeguarding Policy. This policy should reflect best practice and regulatory standards in governance, risk management, training, recruitment, response protocols, and accountability. 

Your organisation's name must be identical on the regulator website, the bank account, your governing document, annual accounts, safeguarding policy and the application under which you are submitting. Any changes to the name must be officially documented and provided to the Trust when you apply.

To visit the Funding Timeline page of our funding guide, click here.