Retrofit for the Future Fund

• Your organisation must be a constituted group, registered charity, charitable incorporated organisation, company limited by guarantee, community interest company (CIC), or social enterprise. CICs registered within the last 18 months, or applying in their first 18 months of trading, are excluded.
• Funding covers Wales and Principality branches on the Welsh–English border. Organisations in Chester, Oswestry, Hereford or Shrewsbury must book a call with a Grants Officer to establish whether their location qualifies.
• Annual income must normally be no more than £500,000. Exceptional one-off circumstances can be considered, such as a capital grant pushing income above that threshold for one year only. Community Foundation Wales welcomes a conversation before applying.
• You must own the building or hold a long-term lease with sufficient security of tenure and explicit permission to make alterations and improvements.
• You need an energy efficiency survey from a reputable external organisation showing that the building is suitable for the proposed upgrades and can save energy. An Energy Performance Certificate (EPC) does not meet this requirement.
• You must demonstrate financial need, financial hardship or additional support needs. Funding cannot support fundraising for other groups or charities.

Community Foundation Wales also requires these minimum organisational standards:

• A governing body of at least three members, with an independent member if any are related, meeting at least quarterly. Its governing document, signed and dated by the chair, treasurer or a director, must establish that the organisation is not for profit, or require all income to serve its purposes rather than be distributed to owners or members. It must also require assets to pass to an organisation with similar charitable aims on closure; a CIC must name that organisation.
• Payments to governing-body members must have a formal written agreement. For registered charities in England and Wales, permission must be in the governing document or another document agreed by the Charity Commission or courts. For CICs, it must be clear in the governing document.
• Recent official accounts or an income and expenditure sheet signed and dated by the chair, treasurer or a director. Explain if these are more than 18 months old. Organisations in their first 12–18 months must provide a forecast covering projected income, spending and plans to generate income.
• A bank account in the organisation’s own name, evidence through a recent statement or paying-in slip, and at least two unrelated payment authorisers.
• A safeguarding policy in your own organisation’s name, defining safeguarding, vulnerable adults and types of abuse, stating its commitment to protect service users, and setting incident reporting steps and contacts within and outside opening hours. It must name a safeguarding lead and record when the policy was reviewed, by whom and its next review date. The governing body needs regular safeguarding training; staff and volunteers who meet children, young people or vulnerable adults need appropriate, regularly refreshed training. People working with children or vulnerable adults must undergo the relevant criminal-record checks.
• An equality, diversity and inclusion policy. The foundation’s standards also call for employers’ liability insurance for volunteers and employees who are not family members, recommend considering public liability cover when occupying buildings or dealing with the public, and require data-protection compliance when handling personal data. An IT policy is required if you lend equipment to staff or volunteers.

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Applications are closed. Follow Community Foundation Wales’s grants newsletter for updates on future funding opportunities.

The fund’s application route is an online form through Community Foundation Wales’s website. Applications must include the required external energy survey, show financial need and environmental benefits, and explain future plans and how the organisation will work alongside others for long-term impact.