|
Introduction
Where do the Foundation's interests lie?
Social Partnership Initiative
Advice to applicants on how to apply
What are the Foundation's guidelines?
What lies outside the guidelines?
Background to the Foundation
The Foundation's mission is to support charitable organisations which help people, especially those who are disadvantaged or disabled, to play a fuller role in communities throughout the Channel Islands.
Introduction
The Lloyds TSB Foundation for the Channel Islands is a grant-making Foundation whose income is derived from a shareholding in Lloyds TSB Group. The Foundation is independent of the Group. Its policies are determined by a Board of eight Trustees.
Where do the Foundation's interests lie?
The Foundation primarily allocates its funds through charitable organisations to support local communities, helping people to improve their quality of life.
The Trustees are keen to support organisations which contribute to local community life at the grass-roots level. The Trustees are also keen to encourage the infrastructure of the voluntary sector and encourage applications for operational costs. This includes salary costs, which may be funded over two or three years, and training and education for managers and staff.
Donations for one-off projects are generally in the region of £2,500 to £25,000, but there is no minimum amount set by the Trustees. Applications for larger amounts will be considered where there is a wider benefit.
The Trustees generally make donations towards specific items rather than making contributions to large appeals for e.g. building costs. The majority of donations are made on a "one off" basis. Successful applicants are advised to leave at least one year before reapplying.
Social Partnership Initiative
The Initiative is designed to encourage real working partnerships to be set up between the voluntary sector and the relevant States departments, to stimulate the voluntary sector into seeking out opportunities to develop new services, increase knowledge and key skills.
Advice to applicants on how to apply
The Lloyds TSB Foundation for the Channel Islands encourages and welcomes applications from all sections of the community. All applications that fall within the Foundation's guidelines and objectives will be given equal consideration on grounds of merit.
Application forms are available from our website www.ltsbfoundationCI.org or from the Foundation's office in Jersey and can be returned at any time. They must be returned by post as we do not accept forms that have been emailed or faxed.
Information we may ask for includes:
- Registered charity number or evidence of an organisation's tax exempt status.
- Brief description of the activities of the charity
- Details of the project for which a grant is sought
- Trustees' Report and full audited or independently examined accounts
- Details of the overall cost of the project and a breakdown
- What funds have already been raised towards it.
- How the remaining funds are being raised.
All applications are reviewed on a continual basis and the Board of Trustees meets three times a year to approve donations. Decision making processes can therefore take up to four months.
Applications up to £5,000 are normally assessed within one month.
All applicants are informed of the outcome of their application.
The Trustees have been able to satisfy most applications, either in part or in full. The most common reasons for the Trustees not being able to make a grant include:
- Applications not falling within the Guidelines
- Charities in total asking for more than the Foundation has available
- Applications not being filled in properly
top
What are the Foundation's guidelines?
The overall policy of the Trustees is to support underfunded charities which enable people, especially disadvantaged or disabled people, to play a fuller role in the community. The Foundation has two main objectives to which it allocates funds:
1. SOCIAL AND COMMUNITY NEEDS
A wide range of activities are supported, and the following examples are meant as a guide only:
Advice services
Addictions (particularly substance misuse rehabilitation), Bereavement, Counselling, Emergency and Rescue Services, Family Support, Helplines, Homelessness, Housing, Parenting.
Community relations
Crime Prevention (particularly activities involving young people), Mediation, Promotion of Volunteering, Rehabilitation of Offenders, Victim Support, Vulnerable Young People.
Community facilities and services
After School Clubs, Community Centres, Family Centres, Older People's Clubs, Playschemes, Transport, Youth Organisations.
Cultural enrichment
Improving participation in and access to the arts and national heritage.
Activities with an educational focus for all ages.
Improvements to buildings of historic or architectural value which increase their benefit to the community.
Projects which have a strong focus on benefit to people and the social environment.
Disabled people
Advocacy, Carers, Day Centres, Information and Advice, Sheltered Accommodation, Transport.
Promotion of health
Day Care, Information and Advice, Mental Health, Holistic Medicine, Home Nursing, Hospices. The Trustees will, on an exceptional basis, also fund research projects in health related areas.
top
2. EDUCATION AND TRAINING
The objective is to enhance learning opportunities for disabled and disadvantaged people of all ages. The following examples are meant as a guide only:
Lifelong learning
Literacy skills
Pre-school education
Promotion of life skills and independent living skills (Particularly creating positive opportunities for disabled people).
Skills training for disabled people, including pre-vocational training. Skills training for disadvantaged people, to enhance their potential to secure employment
top
AREAS OF SPECIAL INTEREST
The Trustees review changing social needs from time to time, and identify specific areas they wish to focus on within their overall objectives.
Current priorities are:
- Creating Positive Opportunities for Disabled People - enabling people with either learning or physical disabilities to live independently
- Family Support - including the development of relationship skills for young people, and encouraging good relationships between generations.
- Homelessness - in particular helping homeless people back into mainstream society, including support after temporary or permanent accommodation has been secured
- Promoting Effectiveness in the Voluntary Sector - Supporting the training of trustees, management, staff and volunteers, and encouraging the sector to communicate and work together
- Prevention of Substance Misuse - including both education and rehabilitation
- The Needs of Carers - for example, information and support services, and the provision of respite care
- Challenging Disadvantage and Discrimination - Promoting understanding and encouraging solutions which address disadvantage, discrimination or stigma.
What lies outside the guidelines?
The scope of the work needing support within the community is such that guidelines for giving are necessary. The main areas of concern normally considered to be outside the Foundation's guidelines are:
- Organisations which are not recognised charities
- Activities which are primarily the responsibility of the Insular authorities in the Islands or some other responsible body.
- Activities which collect funds to give to other charities, individuals or other organisations
- Animal welfare
- Corporate subscription or membership of a charity
- Endowment Funds
- Environment - conserving and protecting plants and animals, geography and scenery
- Expeditions or overseas travel
- Fabric appeals for places of worship
- Fund-raising events or activities
- Hospitals and Medical Centres (except for projects which are clearly additional to statutory responsibilities)
- Individuals, including students
- Loans or business finance
- Promotion of Religion
- Schools and colleges (except for projects that will benefit disabled students and are clearly additional to statutory responsibilities). Schools are statutory institutions, the role of their related Associations is to support their needs. The Board feel that they are unable to accept requests to fund needs as against the Trusts identified criteria is that children should be disadvantaged. Discussions made by the Board would therefore be discriminatory. Therefore schools and/or their associations will not be eligible to apply to the Trust for support.
- Sponsorship or marketing appeals
- International appeals - Trustees may from time to time consider a limited number of applications from UK registered charities working abroad
If you are not sure if your application is within our guidelines, please contact us for advice before you fill in the application form.
top
Background to the Foundation
The Lloyds TSB Foundations are a result of the merger of Lloyds Bank and TSB Group.
Both companies are long standing funders of the voluntary sector, through Lloyds Bank Charitable Trust and the TSB Foundations. Following the merger the enlarged Group's commitment continues through the Lloyds TSB Foundations.
The four original TSB Foundations were formed at the time of TSB Group's flotation in 1986, covering England and Wales, Scotland, Northern Ireland and the Channel Islands to continue the TSB tradition of supporting the community.
The Lloyds TSB Foundations own 1.4% of the enlarged Group's share capital and receive 1% of the Lloyds TSB Group's pre-tax profits averaged over three years.
The Foundations are legally independent of the Group and their policies are determined by independent Boards of Trustees. All requests for charitable donations made to companies within the Group are handled by the appropriate Foundation.
The Foundation for the Channel Islands is the smallest of the four Foundations, receiving 3% of the income. Since inception £5 million has been donated to charities in the Channel Islands.
Executive Director
John Hutchins
Correspondence address
PO Box 160
25 New Street
St Helier
Jersey
JE4 8RG
Tel: 01534 503052
Email: John.Hutchins@lloydstsbfoundations.org.uk
These guidelines are available on our website at: www.ltsbfoundationCI.org
Registered office
3rd Floor, 4 St Dunstan's Hill,
London. EC3R 8UL
Registered in England and Wales: Number 1971241
Company Limited by Guarantee
Registered Charity No. 327113
Revised August 2008
|