VISION

To be and be seen as a model grant maker to the charitable sector - caring, professional, innovative; constantly seeking to improve what we do and really making a difference to people's lives.
MISSION
The Foundation's mission has two parts. Firstly, as a means to an end, we aim to manage the funds of the Foundation in such a way that it can both maintain its real grant-making capacity and operate in perpetuity.
Our second and central purpose is to fund nationally-registered charities so as to encourage and support those which make a real difference to people,communities and the environment.
VALUES

As an organisation our core values can be summarised as:
Absolute integrity, helpfulness and courtesy in all things
Sensible and thoughtful economy and efficiency
Always conscious of and sensitive to our privileged position as a grant maker
Naturally interested, caring and customer orientated
Quietly self confident, independent minded and with distinct style and originality
Accessible and welcoming to all.
OBJECTIVES
To achieve our mission/vision the Foundation has a range of objectives to:
Make a practical difference in our grant making and to be effective
Address disadvantage and help the most disadvantaged
Improve the quality of life of grant beneficiaries
Move continually and gradually to a position of making fewer and larger grants
Offer core costs whenever appropriate
Ensure efficiency and full reporting from recipient charities
Seek to identify and assess outcomes and benefits of its grants
Be creative and be prepared to back new ventures
Make longer term commitments to beneficiaries where appropriate
Identify and support understanding and spread of good practice
THEMES
Developing good relationships with funded charities
Supporting innovative work and co operation between charities
Support for work overseas - applications from UK based organisations working in Southern and East Africa
Requests for a contribution to large capital appeals are not encouraged
Support for overseas work subsumed within categories
FINANCE
The Foundation's investment aim is to manage its funds in such a way that it can both maintain its real grant-making capacity and operate in perpetuity.
Investment Policy includes a long-term investment strategy and a global Total Return approach, with a well-diversified portfolio.
Detailed brief and responsibility rests with the Finance Committee