Application Guidelines

Equal Opportunities Statement

 

The Edridge Fund of Napo shall not discriminate on the grounds of race, colour, ethnic or national origin, religion or belief, disability, sex, sexual orientation, age, gender reassignment, pregnancy and maternity, or marital or civil partnership status.

The Trustees will endeavour to ensure the local representatives are aware of and abide by the Equal Opportunities Statement and that potential beneficiaries are aware of the statement.

Please note that if, for any reason, you do not wish your local Edridge Rep to be aware of your application this should be clearly stated on your form.

Reviewed May 2018.


GUIDELINES ON GRANT-MAKING

The Edridge Fund considers all grant applications received in accordance with the criteria set out in a Trust Deed of 1 May 1990, which governs how the Fund as a registered charity may use its assets. Under the Trust Deed, the Edridge Fund may provide grants to eligible applicants who are in “conditions of need, hardship or distress.”

These guidelines set out the position of trustees on matters which are sometimes not clear. The decision regarding eligibility for a grant is in the absolute discretion of trustees.

1. Private medical payments:

Grants for private medical costs will not normally be considered by Edridge Trustees. However, sometimes the Trustees consider treatments that are not just those unavailable on the NHS, taking into account hardship and other factors.

As with all grants made, need, hardship or distress should be financially demonstrated in the application.

2. Further education:

The Trustees will not normally consider applications for a grant towards further education, e.g. if the applicant wishes to take a further degree or course of study whether this is required by the employer or chosen by the applicant.

3. Regular grants:

The Trustees no longer make regular grants. Should an applicant who has been awarded a grant require further support, they should apply again in the normal way, when their application will be considered by the Trustees.

4. Private education:

The Trustees will not normally make grants for private education.

5. Bereavement grants:

If the Fund is notified of a bereavement, a grant of £100 will generally be made in the first instance. This is handled by Edridge staff following approval by the the rota chair. Should there be further financial problems then the local Rep will be asked to obtain an application form from the bereaved so that a grant can be properly considered.

6. Applications from members of other unions:

If an applicant is a member of a union other than Napo, Edridge staff will write to the applicant referring them to details of their own union benevolent fund in the first instance. If an applicant still wishes to be considered for assistance by the Edridge Fund, trustees will apply the normal eligibility criteria. Each application is considered on its merits.

7. Retired staff:

Retired staff and their dependants are eligible to apply to Edridge. Reps should try to link with retired staff in their area to support them. Sometimes the local Chief Officer will organise events for retired staff. Some Reps send Edridge Christmas cards to retired staff.

8. Dependants:

Those who are financially dependant on the eligible person are also eligible to be considered for grants.

9. Industrial action:

The Edridge Fund does not provide strike pay. Under the Trust Deed, the Edridge Fund may provide grants to eligible applicants who are in “conditions of need, hardship or distress.” Generally, this will mean that the Edridge Fund is only in a position to provide financial assistance to applicants whose expenditure exceeds income over a significant period of time. Applicants who have lost pay due to industrial action but who are otherwise in a relatively sound financial position are unlikely to satisfy the criteria of need, hardship or distress.

Reviewed May 2018