Special Purpose Fund Grants

Special Purpose Funds arise when money donated to The Charity is for a specific (restricted) purpose.  Responsibility and accountability for the funds remains with the Trustees of The Charity but for a number of funds they have delegated the day to day management to specific ‘fund-holders’.   

To assist fund-holders with the management and utilisation of funds The Charity has developed a set of Guidelines which sets out the range of charitable activities that can be supported, expenditure limits and the authorisation(s) required.  These guidelines have recently been revised and the new version entitled Special Purpose Fund Guidelines is now available.  A Special Purpose Fund Grants Quick Reference Guide is also available.  Please note that this is for reference and full details are in the  Special Purpose Fund Guidelines.

The Charity has recently installed a new Finance Management System and currently it is not possible for fund-holders to view the funds they manage.  Please continue to monitor this page for updates on when this function will be available.

New funds will only be opened at the discretion of The Charity.  To make a request to open a new fund please complete form SPF001 2008.

Donations:

If money for a specific purpose and/or fund is received please complete and return form SPF002 together with the donation and any relevant correspondence.

Expenditure:

Special purpose funds are charitable funds and as such can only be used to support charitable activities which further the Charity’s vision and mission. 

• Up to £20,000:

Expenditure up to £20,000 for appropriate activities which fit with The Charity’s vision and mission may be incurred.  For reimbursement of activities please complete form SPF004 and return with the appropriate signatures and proof of expenditure.  Incomplete forms or a lack of relevant information will result in a delay in dealing with a request.

If you are in any doubt regarding a specific activity please contact The Charity before incurring any expense.

• Over £20,000:

Requests to support activities which are greater than £20,000 must be pre-approved by the Charity’s Trustees.  To submit requests please complete form SPF007, ensuring that it has all of the required signatures before sending to The Charity.

A decision will be made within 6 weeks of the deadline.

• Research Requests:

All Research Requests must be approved by the Joint Research and Development Office and the Clinical or Institute Director before being submitted to The Charity. 

For Research Requests (salaries and/or consumables) please complete form SPF006, ensuring that it has all of the required signatures before sending to The Charity.

• Organising/Running Courses:

Any request to run a new course must be approved by the Joint Education and Training Office before being submitted to The Charity. 

Please complete form SPF008, ensuring that it has all of the required signatures before sending to The Charity.

All queries should be sent to grants@bartsandthelondoncharity.nhs.uk; 0207 618 1715. 

Signed hard copy requests and donation forms should be sent to The Grants Team, Barts and The London Charity, 4th Floor, 12 Cock Lane, London, EC1A 9BU.