Privacy Policy

The Orange Tree Trust takes your privacy very seriously. We’re committed to looking after your personal information, handling it in a responsible manner and securing it with industry standard safeguards.

The Orange Tree Trust is family-founded grant making trust established in 2018 that supports individuals and charitable organisations in the UK and elsewhere.

The Trust supports activities in several different areas:

  • Community development
  • Refugees and the homeless
  • Mental Health
  • Medical research
  • Academic studies and research in the arts, humanities and social sciences

We don’t have a funding agenda we rely on experts in the field to share ideas and to convince us they have what’s needed to deliver activities that will support any of these areas.

This document sets out the details of the Orange Tree Trust’s privacy policy in relation to data and information collected and stored about you.

What information do we collect about you?
We collect and process data that you volunteer to us. We will only ask for as much information as we need to effectively consider a grant application, to manage an award if you are successful and to monitor its progress.

Where we fund individuals, we may also collect sensitive personal data (e.g. passport copies, birth certificates) in order to verify identity. Where this is the case, we will destroy the data as soon as identity has been confirmed.

If your application is unsuccessful, we will keep a record of your contact details for up to 10 years to enable us to maintain records of your application history should you apply again. We may hold notes on the assessment process for up to 6 months after an assessment decision.

We may use assessors, advisors, consultants, judges or working group members to assist us with the grant application and management process, including evaluation and research activities. These may be individuals and we will ensure a data processing agreement which meets the standards of GDPR is in place.

If your application is successful, we will keep your data for the lifetime of the grant plus 10 years to enable us to meet any regulatory and reporting requirements, including HMRC investigations. In addition to application data, we will retain any personal data related to the administration or operation of the grant. After this we will only retain the name of grant recipients and the amount awarded and some basic details of the grant made for archiving and research purposes.

Use of your information
Information regarding grants awarded may be published on the Trust’s website and in its annual accounts which are submitted to Companies House and the Charity Commission. We may also publish grants data as part of 360 Giving. This will include the title and description of the grant, name of the recipient, date of the award, its duration and the amount awarded.

We will not publish address details of individuals who are awarded grants except where these are also the registered addresses of organisations we fund. If you use a personal address for an organisation and do not wish us to publish this information you must inform us as the point of grant award. We may also include this information on grants awarded in presentations about the Trust’s work.

Depending on your relationship with the Orange Tree Trust, and the preferences you have specified, the data we hold may also be used by us for the following purposes:

To send you promotional, marketing or fundraising information by post, telephone or electronic means. These communications may include:

  • E-newsletters.
  • Informing you of products, services or events related to the Trust.
  • Information about our operations, including occasional targeted requests.
  • Data screening and cleansing, to check if we have accurate contact details for you.
  • To send you surveys, and for market research purposes.
  • Tools may be used to monitor the effectiveness of our communications with you. This includes email tracking, which records when an e-newsletter from us is opened and/or how many links are clicked within the message. The data from this tracking is generally used in an aggregated and anonymised form.

You can opt out of any / all of our communications at any time by contacting or you can use the unsubscribe links.

Sharing your information
We do not disclose personal data to any third parties or external organisations, other than data processors carrying out work on our behalf. Any such companies are acting as approved data processors for us and we retain full responsibility for your personal data. Data processors will act only on our instructions.

We may occasionally need to transfer your personal information overseas, for instance to a bulk email distributor such as MailChimp. We are required to ensure any transfers of data will be done securely, in accordance with best practice, and in compliance with the Data Protection Act 2018, a United Kingdom Act of Parliament.

Your data will not be passed to any third party for any other purposes, and your data will never be sold.

How we keep your information secure
We have implemented security procedures, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access;
  • improper use or disclosure;
  • unauthorised modification.

All our employees and data processors, who have access to, and are associated with the processing of personal data, are legally obliged to respect the confidentiality of data kept on our records.

Requests to access or correct information held
You can ask us if we are keeping any data about you and you can also request to receive a copy of that data.

To make a request please provide proof of identity such as a copy of your passport or driving licence.

Once we have received your request, and proof of identity, you will receive a response from us and you will be able to get copies of information we hold about you. However, exemptions to disclosure may apply in some circumstances.

Please send your request to:

In order to make the Orange Tree Trust website easy to use and to improve our service, we sometimes place small amounts of information on your computer. These are known as cookies and they are used by most major websites.

Changes to our privacy notice
We regularly review our privacy policy and may make changes from time to time. Any changes made will be posted to this page and will apply from the time we post them. This privacy notice was last changed on 1 April 2020.

Your Rights
Under the General Data Protection Regulation (GDPR) which came into force on 25 May 2018 you have rights as an individual data subject which you can exercise in relation to the information we hold about you. You can read more about these rights on the ICO’s website here.