Part 4 – Advice to Units Applying for a Ulysses Trust Grant


This advice complements and extends the brief information given in DIN Reference 2014DIN07-145 dated September 2014.

Criteria for Financial Support

The Ulysses Trust provides grants to expeditions in order to:

  • Enhance morale, recruitment, retention, and public esteem of Reserve and Cadet Forces; and to
  • Help develop the characteristics of leadership, teamwork, confidence, initiative, self-discipline and judgement of their individual members

In completing the application form, applicants and sponsoring unit commanders should think carefully about and show how plans and proposals are aligned to these objectives, and how such outcomes will be assessed and demonstrated. The question applicants should address is: what difference will this expedition make to the participants, and to the unit? This will be the primary consideration in the appraisal of your bid by the UT Applications Committee.

The secondary factor is Need. The Trust is particularly focused on making opportunities it supports affordable to all, regardless of means or backgrounds. Applications which show a clear commitment to this inclusivity, and can demonstrate cases of special need, will receive more sympathetic consideration.

Recording, in the Application Form, whether any Cadets on the expedition are in receipt of Free School Meals is therefore obligatory. It is appreciated that this can be a sensitive matter, and information not always forthcoming, in which case the Don’t Know field should be used.

The following factors are also considered:

  • The value for money derived from the Grant. The Trust is keen to encourage aspiration, ambition and the particular benefits to be gained from expeditions to exotic places, but it also recognises that UK-based expeditions can also deliver great value at lower cost.
  • The contribution of expedition members to its leadership, planning and execution. The Trust recognises that sometimes 3rd Party support is essential, but keen to encourage self sufficiency.
  • Whether it includes an element of voluntary social action or community service, and to what extent that reflects the principles of the #iwill campaign.
  • The degree of broader scientific, educational or developmental content which may enhance the value of an expedition and benefit individual participants.
  • The environmental value or impact of the expedition.
  • Other benefits accruing, such as training potential for future leaders for VR and Cadet Force expeditions, or the gaining of qualifications (by way of example, these might include specific Adventurous Training (AT) skills, Duke of Edinburgh Award qualifications or ILM certification).
  • The public interest value, with particular emphasis on scale, objectives, locations and characteristics of expeditions which can claim to be unique and thus attract media interest; or what, why or how local interest can be generated.
  • The number of VR and/or Cadet Force members on the expedition.
  • The potential of the unit to fundraise, the effort made to acquire other funds, and the difficulty of so doing.
  • Whether adult participants are paid and in receipt of CILOR or not, the reasons for this, and the level of commitment and contributions of the sponsoring unit.
  • The level of essential personal contributions as a proportion of the overall costs. Note: Grants are not normally more than 33% of overall expedition costs.
  • The originality and degree of challenge in mounting and undertaking the expedition.
  • The Commanding Officer’s statement on his reasons for supporting the expedition, and outcomes expected. This should consider, inter alia, the overall impact or return from the grant to the individuals, unit, the VR or Cadets, The Ulysses Trust, and local communities /society generally.

Click here to read Part 5 – The Applications Process