Small Grants for organisations Guidelines Summary Before reading our Guidelines for Organisations, please examine the checklist below. If you are not able to tick all the boxes it is very unlikely we will be able to award a grant to your project/service. Eligibility checklist ☐ The project/service takes place in the UK ☐ The project/service will work with UK-based Jewish Holocaust survivors and refugees, with a particular focus on those in challenging financial circumstances ☐ The project/service will enhance the lives of Jewish Holocaust survivors and refugees ☐ If the project/service benefits others not meeting our criteria, the organisation has, or will arrange, co-funding for the project/service ☐ The organisation running the project/service is a registered charity Eligible beneficiaries of a grant Six Point Foundation exists to enhance the quality of life for UK-resident Jewish Holocaust survivors and refugees from Nazism in challenging economic circumstances. Therefore, our grant-making to organisations is a means of delivering on our objectives for individuals. Criteria: 1 Individuals meet our financial eligibility criteria if their income (which includes that of a spouse) is less than £10,000 per year (excluding any pensions or social security payments) and if they have assets of less than £32,000 (excluding a primary residence and a car). This is a considerably more generous threshold than that currently used by local authorities in calculating entitlement to various benefits. By UK-resident Jewish Holocaust survivor and refugee we mean any Jew who lived in Germany, Austria or any other country during the time of occupation by the Nazis or their Axis allies who now lives in the UK.1 Please see Appendix 1 for additional guidance Small Grants to Organisations | Guidelines v1 28.01.2015 Page 2 of 8 The Foundation is intent on equality of access to its grants regardless of where a survivor or refugee sits on the Jewish religious spectrum (and this can include those not practicing Judaism at all) and regardless of where a survivor or refugee lives: SPF has a UK wide focus. Organisations that have clients/service users who are beneficiaries of our Grants for Individuals programme will be more able to demonstrate that their application will meet our requirements in working with our target group. SPF wishes to be seen as an ‘unexpected bonus’: being in the incredibly fortunate position of having extra funding, on a significant but not limitless scale, available for UK Holocaust survivors and refugees that no one ever envisaged. In addition, we do not wish to jeopardise any Claims Conference funding, or any other funding, available to Holocaust survivors and refugees in the UK. Therefore, our funding is for ‘above and beyond’ goods, services and activity, meaning things that cannot or would not be funded, either at all or in part, from existing funding streams. As such, we seek to be creative in what we fund. Who can apply? We only fund UK-based registered charities. If the organisation is not a registered charity but would otherwise meet our criteria, please call us to discuss it. Size of grant SPF offers small grants for organisations of up to £2,500 for full or part-funding of a discrete project and/or capital costs. We can fund 100% of the cost of the project (where 100% of beneficiaries meet our criteria – otherwise our funding is ‘generously proportional’ to the proportion that meet our criteria). Length of grant Grants of up to £2,500 are expected to be spent within 6 months. The project timeline should be agreed with an SPF staff member during the pre-application conversation Types of projects Reaching the hard-to-reach We have a keen and urgent interest in reaching out to those who meet our criteria and who are not currently receiving any support. We very much welcome applications that meet this key objective. Existing or new? Grants to organisations are for specific projects which can be an extension of an existing project or a new idea. SPF does not wish to ‘reinvent the wheel’; we seek to work collaboratively with funders and organisations with an interest in our target group. Adding value We want to add value to existing work with UK-resident Jewish Holocaust survivors and refugees from Nazism in order to contribute to improving the quality of their lives. Therefore, our grants are for welfare projects to enhance the quality of life of an ageing population that experienced persecution. Small Grants to Organisations | Guidelines v1 28.01.2015 Page 3 of 8 As a time-limited organisation we want to deal with immediate need. Therefore, our grants are for one-off goods / services / activity because it would be wrong for us to create any dependencies and then make life worse for survivors and refugees when whatever we fund goes away. Multiple projects Organisations can apply for more than one project running concurrently because we are aware that some run projects which offer a range of services, sometimes in different parts of the UK. Each project requires a separate application form. Creativity We see our funding as extra to existing sources of funding for our target group. Therefore we are keen to support ‘above and beyond’ projects that would otherwise be cost prohibitive but that would really make a difference to their quality of life. We encourage applicants to be creative with their applications for funding. Please take a look at our case studies, our list of grants and our annual reports for examples of qualifying projects and how a small grant might assist these. We expect that small grants will support projects such as day trips, workshops, special events as well as minor capital costs. What we do not fund Six Point Foundation will not fund: Projects that do not benefit UK resident Jewish Holocaust survivors and refugees from Nazism who are in challenging economic circumstances Holocaust education projects General appeals Applications from organisations outside the UK Applications that benefit people living outside the UK Organisations to use SPF funding to make grants Websites, publications or seminars, unless part of a wider project Market or academic research unless part of a wider activity Work that has already started: SPF makes grants for the next phase(s) of survivors’ and refugees’ lives rather than pay for goods, services or activity that has already taken place. How do I apply? Please call us on 020 3372 8881 to discuss the application before submitting an application. A site visit is also normally required. If we decide during the telephone conversation that it would be a good idea to apply, please download the application form from our website, complete it and return it to us with a detailed budget (Excel document), a copy of the organisation’s most recent annual accounts (unless these are available on the Charity Commission website) and a scan of the signed Declaration by email to info@sixpointfoundation.org.uk. If the organisation does not have the ability to scan the signed Declaration then we will need a copy of it by post addressed to: Six Point Foundation 25-26 Enford Street London W1H 1DW Small Grants to Organisations | Guidelines v1 28.01.2015 Page 4 of 8 When will I hear? Small grants are processed within 4 weeks of applying, although we aim for a faster turnaround of 1-2 weeks. This is providing the application is thoroughly completed, answering and anticipating all questions about the grant request. When can I apply again if I am unsuccessful? If the grant application is unsuccessful, we will use our best endeavours to work with applicants to see if it can be reworked to become successful. That may prove impossible and we ask applicants to accept that. Some funders ask organisations to wait a certain period of time before reapplying. Given our narrow grant focus and the urgency of our work, we do not have that restriction. Small Grant Conditions for organisations a. All of the terms of this grant agreement will be agreed and signed by two authorised representatives (usually the Director and the Chair) of the grantee organisation before the first payment is released. b. Grantee organisations must remember that SPF’s specific focus is UK resident Holocaust survivors and refugees in difficult financial circumstances and they are to be the direct beneficiaries of that proportion of project funding that comes from SPF. c. Grantee organisations need to complete a Small Grants to Organisations Report Form (which is downloadable from our website) at the end of the grant. It asks for evidence that the grant has been spent as intended; a report of achievement against the grant agreement; and an optional case study. Therefore, it is essential that grantee organisations familiarise themselves with this form – and set up associated record-keeping processes – before starting the project or service. d. We expect all our grantees to endeavour to make referrals to SPF’s grant programme for individuals, which is designed to enhance quality of life for UK-based Holocaust survivors and refugees from Nazi persecution who face difficult financial circumstances. This grant programme works alongside the distribution of Claims Conference funds administered by the Association of Jewish Refugees [AJR] in the UK so as to supplement – rather than replace – these funds. We also expect all our grantees to maintain awareness – via our website – of the current guidelines and criteria. e. SPF makes grants to organisations as a means of delivering on our objectives for individuals. We ask that grantee organisations track the following for each beneficiary of our grant: home postcode; how it was verified that the individual came from a low income/low asset household; and, only insofar as it relates to the quality of life of Holocaust survivors and refugees facing challenging economic circumstances (SPF’s primary area of interest): baseline assessment and progress as compared to baseline. f. We may request permission to contact service users/clients as part of our ongoing monitoring and evaluation and may ask to see their records. Operating within the requirements of data protection legislation at all times and fully recognising sensitivities related to the age and background of SPF’s target population, the grantee organisation will be expected to supply SPF with the relevant contact details of appropriate clients/service users if asked, in a way that feel comfortable and appropriate for all parties. Small Grants to Organisations | Guidelines v1 28.01.2015 Page 5 of 8 g. Grant recipients should acknowledge SPF’s support in any publication (printed or electronic), poster or presentation and, if possible, in any related newspaper article or broadcast media. Acknowledgements should use our name – Six Point Foundation – and where appropriate our logo (this can be supplied in various electronic formats). If grant recipients wish to issue press statements that mention us, we should be given a draft copy for comment in advance. h. Grant recipients will be signed up to receive SPF’s quarterly email newsletter. This is to keep them informed of updates on SPF and SPF’s grants to other organisations and individuals. Where agreed in advance, grant recipients may feature as case studies in the newsletter. SPF may also send very occasional notices to organisation grant recipients via its email marketing service provider. Grant recipients may unsubscribe to SPF’s mailing list at any time. Grant recipients agree to ensure that all appropriate individuals in their organisation also sign up to receive SPF’s occasional newsletters/notices. i. Grant recipients agree to support SPF’s awareness raising of its Grants for Individuals scheme and eligibility criteria by as many means as possible, such as sharing SPF’s e-newsletter, and distributing leaflets and posters. Reporting Requirements for organisations While grantees are expected to be fully accountable to SPF, we do not wish to burden them with unnecessary monitoring requirements. We will only ask for information for statistical purposes; to inform SPF’s grant-making before it closes down; or for publicity/outreach efforts. Grantee organisations need to complete a small grants report form at the end of the project or when the capital purchases have been completed. The small grants report form asks for evidence that a. the grant has been spent as intended; b. a report of achievement against the grant agreement; and c. (optional) one case study. We strongly advise becoming familiar with the reporting format of the appropriate grant programme before starting the project so that project managers know what is expected from the outset. The late filing of reports may count against an organisation seeking future awards. Small Grants to Organisations | Guidelines v1 28.01.2015 Page 6 of 8 Appendix 1 | Determining Holocaust survivor and refugee status Six Point Foundation uses the chart below as guidance in determining whether someone is a Jewish Holocaust survivor or refugee from Nazi oppression. Eligibility criteria: Any Jewish individual who lived in any country occupied by the Nazis or their allies named below between the following dates: RESIDED IN FROM (DATE) BEFORE (DATE) Germany 30 January 1933 May 1945 Austria July 1936 May 1945 Czechoslovakia October 1938 May 1945 Poland 1 September 1939 January 1945 (NOTE: the city of Lvov (also known as Lemberg) formerly in Poland and now Ukraine was liberated in July 1944) Algeria July 1940 November 1942 Tunisia July 1940 May 1943 Morocco July 1940 November 1942 Denmark April 1940 May 1945 Norway April 1940 May 1945 Belgium May 1940 February 1945 Netherlands May 1940 May 1945 France May 1940 September 1945 Luxembourg May 1940 February 1945 Hungary April 1941 Budapest in January 1945 (NOTE: certain parts of Western Hungary were liberated in March 1945) Yugoslavia April 1941 May 1945 Greece April 1941 November 1944 (NOTE: liberation of some islands, e.g. Rhodes was in May 1945) Libya February 1941 February 1943 Albania September 1943 November 1944 Italy 9 September 1943 April 1945 (NOTE: Rome was liberated in June 1944 and more southern parts of Italy even earlier) Bulgaria April 1941 September 1944 Romania April 1941 August 1944 (NOTE: Hungarian occupied Transylvania e.g. Satu Mare was liberated in October 1944) Former Soviet Union-occupied Western areas, which include: Northern Caucasus August 1942 February 1943 Pskov Region, Russia July 1941 July 1944 Latvia & Lithuania June 1941 October 1944 (NOTE: Kurland in Latvia was liberated in May 1945) Estonia June 1941 October 1944 Belarus June 1941 July 1944 Moldova June 1941 April 1944 Ukraine June 1941 March 1944 (NOTE: the Eastern part of Ukraine was liberated earlier Small Grants to Organisations | Guidelines v1 28.01.2015 Page 7 of 8 such as Kiev in November 1943) Leningrad/St Petersburg June 1941 January 1944 In addition, Jewish individuals who survived the Leningrad siege are eligible. Further eligible individuals include those who were a foetus and their mother meets the above criteria. Updated 2011 Small Grants to Organisations | Guidelines v1 28.01.2015 Page 8 of 8 Appendix 2 | Sample eligibility form to determine if an individual meets SPF criteria Section A: Personal Details Title: First Name: Address: Telephone: Surname: Postcode: Email: Section B: Contact Details ( if different from above) Title: First Name: Relationship to User: Address: Telephone: Section C: Eligibility as a Holocaust Survivor / Refugee DoB: Country of Origin: Additional Information: Surname: Postcode: Email: Year of emigration: Section D: Financial Eligibility Have you been assessed as eligible for the Claims Conference Emergency Fund or YES / NO Austrian Fund (administered in the UK by the Association of Jewish Refugees) by any of these agencies: Agudas Israel; Association of Jewish Refugees; Bikur Cholim; Jewish Care; North London Bikur Cholim? If you have answered YES, please provide details below and then complete Section E. Name of Welfare Agency: Date of Assessment: Name of Assessor: Contact Number: If you have answered NO, please answer the questions below to help us assess your request. Are you eligible for Pension Credit? YES / NO Are you eligible for Housing Benefit? YES / NO If you have answered YES, please complete Section E. If you have answered NO, please answer the questions below to help us further assess your claim. Do you (and your spouse) earn income less than £10,000 p.a.? YES / NO (excluding any Pensions, Attendance Allowance or Severe Disability Premium) Do you own assets less than £32,000? YES / NO (excluding your primary residence or a car) If you have answered YES to both questions, please complete Section E. If you have answered NO to one or both questions, then we are sorry that you do not meet the criteria for [project]. Section E: Confirmation I confirm that the above information is correct and that I will contact [organisation] if there is any change in my personal circumstances. I also give [organisation] permission to contact any welfare agency listed above if there are any questions about my eligibility. Signed: Date: