Professional Documents
Culture Documents
REVIEW
2013
LLOYDS BANK FOUNDATION FOR NORTHERN IRELAND
formerly Lloyds TSB Foundation for Northern Ireland
CONTENTS
01
02
The Foundations income is derived from a covenant with Lloyds
Banking Group. The Board of Trustees, which meets on five
occasions throughout the year, agrees on the Foundations strategic
priorities and distributes the funding.
The Foundation contributes significantly to vulnerable communities
by supporting charitable organisations within Northern Ireland to
enable people, who are disadvantaged or with special needs,
to participate actively in their communities.
03
04
05
06
07
08
09
Cover photo: The Wash Basin Foodbank
10
11
12
Chairmans Report
04-05
Executive Directors Report
06-07
Grants Overview
08-09
Creating Change
10-13
International grant programme
14-17
THE MATCHED giving scheme
18-19
COLLABORATION GRANTS
20-23
community Grant Programme
24-35
COMMUNITY Grant Programme Process
36-37
Trustees of the Foundation
38-39
Trustees Statement, Auditors Report
40-41
Statement of Financial Activities
42
01.
Chairmans report
For the year ended 31 December 2013
Crosskennan Lane
Animal Sanctuary
Based in Antrim, we are concerned with the
rescue and rehabilitation of animals, in particular
horses and ponies but also dogs, cats and
chickens, that have been abused and neglected.
Last year we were fortunate to receive a grant of
5,000 from Lloyds Bank Foundation towards a
part-time salary for a manager for our Animals
Helping People programme. This will help CLAS
to promote and provide the programme to a
greater number of groups and individuals.
Lyn Friel, Sanctuary Manager and Founder
02.
Executive
directors report
Sandara Kelso-Robb
Executive Director
Cookstown Rural
Community Transport
When a Passenger Assistant is on board it
benefits both the driver and passengers as
the driver can focus totally on driving and the
Passenger Assistant can observe and assist
passengers, this is particularly useful when
passengers are wheelchair users. For a lot
of our members getting out and about on
rural transport is their only outing and it is
reassuring for them to be able to have
a conversation on route.
03.
GRANTS OVERVIEW
No.
160
30
29
76
14
Co. Armagh
30
Co. Down
50
Co. Fermanagh
12
Co. Londonderry
35
Co. Tyrone
54
10
International
14
UK Based
67
13
527
100
Total
grants overview 9
04.
creating change
The Creating Change Grant Programme
was designed by the Foundation in
response to the sectors needs. Many
small charities and community groups
had found life quite difficult with
the reduction in European funding in
recent years and often short term
funding is insufficient if organisations
are to develop strategically and
work towards sustainability. This new
programme was developed to address
these issues.
creating change 11
ECF Links
Year 6 Grant 10,000
CO3
Year 6 Grant 10,000
CAB Strabane
Year 6 Grant 10,000
To support a Telephone Advice Worker and allow the
increased use of telephone based advice to the largely
rural community.
Caring Breaks Ltd
Year 6 Grant 6,000
To part fund the Service Manager to expand and
diversify the activities available to adults with a learning
or physical disability, and to increase the respite offered
to their parents and carers.
Photo: Ballysillan Youth for Christ
12 creating change
Homestart Antrim
Year 6 Grant 10,000
The grant enables Homestart Antrim to deliver group
and one to one services in the Ballyclare and Toomebridge
areas, providing support to mothers with young children.
Kids in Control
Year 6 Grant 10,000
The Artistic Director and Assistant Artistic Director are
both part funded through the Creating Change grant.
Financial support for these two roles, has allowed
KIC to nurture and develop key programmes. KIC is a
unique physical theatre and dance company in that it is
fully inclusive and cuts through traditional divisions of
physical and learning ability.
creating change 13
05.
international
grant programme
2013 saw the launch of the fifth
International Grants Programme.
Applications were invited from
Northern Ireland charities who
carry out work in poor communities
overseas or in developing countries.
Organisations could apply for grants
up to either 5,000 or 10,000. The
Foundation funded 14 organisations
a total of 95,395 for the one year
programme.
9,400
9,000
Concern Worldwide
9,568
10,000
5,000
6,500
6,000
6,000
8,000
Romanian Partnership
5,000
4,287
5,000
5,000
6,640
06.
The Matched
Giving scheme
Volunteering
20 approved claims were made by staff members
07.
Collaboration
Grants
Over the last couple of years, the
Trustees invested in a number of
collaboration grants to support
specific areas within the voluntary
and community sector. During 2013,
3 specific areas were supported:
Philanthropy
Lower capacity older peoples groups
Social Enterprise
Collaboration Grants 21
Collaboration Grants 23
08.
COMMUNITY Grant
Programme
The Community Grant Programme is
the key grant programme within the
Foundation, with 4 closing dates in
January, April, July, and October.
During 2013, we moved from hard copy to online applications
with our new bespoke Grant Management system. We also
renamed our Standard Grant Programme to the Community
Grant Programme. We received a total of 520 applications
to our Community Grant Programme and funded 339
organisations. Applications were received from across the
sector including youth groups, older peoples groups and
organisations supporting those with a disability, to name a few.
Of the applications received, 339 organisations were supported
in 2013 to a total sum of 1,194,976, meaning the average grant
awarded in the Community Grant Programme was 3,525.
No.
233
69
Infants (0-4)
26
Children (5-15)
20
25
22
Adults (25-60)
11
Cultural Enrichment
28
21
339
100
180
53
Advice
Community
20
Disability
37
11
Promotion of Health
31
Civic Responsibility
Total
No.
Ageing Population
Total
24
339
100
Allergy NI
Towards the salary of the Chief Executive.
4,000
4,830
Bowel Cancer UK
Towards the Health Promotion Officers salary.
5,000
An Droichead Ltd
A contribution towards refurbishment costs.
3,000
4,000
4,083
CAB - ARDS
Towards the Money Advice project.
5,000
4,000
4,500
4,500
ArtsEkta
To support the Sanskriti project.
2,500
CAB - Carrickfergus
Towards the Telephone Neighbourhood
Link Advisers salary.
5,000
5,000
4,300
1,170
Autism NI
Towards tutor costs.
3,300
Camowen Outreach
To purchase a boiler and board games.
2,100
4,000
900
4,000
4,000
3,354
4,000
4,734
4,000
4,300
4,000
2,800
4,000
3,000
1,000
3,802
5,080
Aisling Centre
Towards the centre Co-ordinators post.
5,000
3,360
1,315
5,000
2,760
3,000
2,000
5,000
4,000
3,600
Bo-Peeps Playgroup
Towards project costs.
500
2,100
3,288
4,000
5,000
3,000
5,000
Care in Crisis
Towards salary costs.
5,000
4,000
Carers Matter
Towards running costs.
4,000
4,000
4,000
Carn Media
Towards the Intergenerational project
in Ballinascreen.
3,000
3,000
4,820
4,000
4,000
2,660
3,000
3,500
5,000
1,000
Community Dialogue
Creative Dialogue Toolbox project.
4,000
4,000
4,000
4,000
4,000
Cunamh
To provide six counselling sessions, mileage
and room hire.
3,000
1,000
3,000
4,140
4,000
5,000
3,960
3,000
1,000
Dramability
UpsideDown Roadshows.
3,800
4,000
4,000
5,000
5,000
5,000
2,800
3,000
DU Dance NI
Towards performance costs.
2,000
The Edge
Towards the Associative Youth Workers salary.
Empowering Women in the Community
Towards salary/tutor costs.
4,000
Enable NI Limited
Towards the Directors salary.
5,000
1,000
4,920
4,000
CAST Ministries
Towards core costs.
3,000
1,420
3,000
Catherwoodstown Seniors
Towards core costs.
750
Causeway U3A
Towards venue/equipment hire and ingredients
for a healthy eating programme.
390
5,000
5,000
800
3,210
5,000
5,000
4,980
3,354
5,000
Coleraine Academy
4,580
Towards the Community Engagement Programme.
5,000
5,000
4,250
5,000
5,000
2,000
4,200
3,000
Disability Sports NI
3,500
Towards the development of an Ulster Boccia League.
5,000
5,000
Headway Newry
The Photography project.
3,000
In Your Space NI
Towards the salary of the Development Officer.
3,000
3,600
1,000
5,000
1,000
2,500
4,000
4,000
1,967
4,000
2,500
4,000
4,000
4,829
4,830
6,000
4,600
Family Mediation NI
To purchase new IT equipment.
Friends of Glenveagh
Towards transport for transition development
and leisure activities.
4,000
Friends of Edgcumbe
To provide activities for people with dementia
and their carers.
2,400
4,950
3,500
4,013
3,000
4,000
500
3,500
1,500
4,000
4,820
5,000
5,000
5,000
Home-Start Omagh
Towards volunteer support.
2,650
Hope 4 U Foundation
To purchase restaurant furniture.
3,500
4,850
2,000
3,980
5,000
4,000
500
5,000
3,750
Kingdom Life
Towards a part-time Co-ordinators salary
and overheads.
5,208
5,000
5,000
4,000
4,000
4,600
4,550
5,000
5,000
2,000
4,000
4,000
5,000
4,000
4,000
3,000
3,450
5,000
4,800
5,000
3,000
5,000
4,000
1,000
3,860
3,200
Peatlands Playgroup
The Vertical Garden project.
1,000
1,000
4,000
5,000
5,000
Rascals Playstation
Towards heating costs.
2,240
4,000
4,736
Pomeroy Afterschool
Towards the salary of the part-time
Afterschool Worker.
3,500
React
Towards project costs.
Reminiscence Network NI
Towards the Moving Through Life project.
2,500
1,500
Portadown Cares
To purchase IT Hardware for the Senior
Surfers Project.
2,895
Rural Support
The VOICES project.
4,450
3,760
4,500
5,000
5,000
1,000
4,000
Naiscoil an Traonaigh
Towards insurance costs.
1,500
5,000
1,000
Living Hope
Towards the Youth project.
4,000
1,000
4,000
3,000
5,000
3,210
Loughmacrory Community
Development Association
Towards core costs.
Loughshore Care Partnership
The Good Morning Loughshore project.
Loughshore Playgroup
To purchase new resources for the playgroup.
3,000
5,000
750
3,000
5,000
5,000
3,000
2,500
Minority Focus
1,750
To fund one edition of the Minority Focus magazine.
Molly and Mia Foundation
4,500
Towards the salary of an Administration Assistant.
Mornington Community Project
To support the ongoing delivery of projects at
the centre during the period of construction of
the new building.
5,000
976
5,000
750
3,000
3,000
1,500
3,000
5,000
1,468
1,500
3,000
3,000
608
3,000
2,715
SAVIA
To assist with rent and running costs.
3,000
3,250
1,500
4,500
Youth Link NI
Towards the tutor costs.
5,000
5,000
3,360
3,000
5,000
Youth Lyric
East Belfast Peaceline Schools project.
5,000
1,500
4,160
Zero-8-Teen
Towards staff costs for the Rainbow Club.
1,104
4,000
2,500
3,250
Shine FM Ltd
Towards core costs.
3,100
4,500
4,600
4,900
Shopmobility Magherafelt
Towards the Co-ordinators salary.
5,000
2,100
2,500
5,000
Shopmobility Lisburn
Towards the Scheme Co-ordinators salary.
3,887
1,000
1,500
1,000
Storehouse NI
To assist with running costs of the foodbank.
6,000
4,000
3,500
4,000
SOS Bus NI
Towards the School Education Empowerment
Programme.
4,300
3,500
2,000
4,000
6,000
2,500
1,500
500
5,500
2,500
3,500
920
5,000
1,500
YMCA - Carrickfergus
PAKT (Parents and Kids Together) programme.
5,000
Superstars Club
Towards the project costs for people with
learning disabilities.
4,000
Survivors of Trauma
Towards running costs.
3,293
2,073
5,000
YMCA - Greenhill
To purchase a box trailer.
5,000
3,000
5,013
Lurgan YMCA
Towards the salary of the CEO and Assistant.
5,000
3,741
4,000
09.
Community Grant
Programme process (Formerly known as the Standard Grant Programme)
01.
Pre-Application Phase
02.
Assessment Phase
03.
Decision and
Post-Decision Phase
04.
10.
TRUSTEES OF
THE FOUNDATION
Tony Reynolds OBE Chairman
(appointed Chairman March 2013)
Tony Reynolds has spent most of his working career
with Gilbert Ash, serving as Chief Executive from
1988-2003 and then in the non-executive position
of Chairman. Tony has been involved in a range of
professional and voluntary bodies including being
a current Board Member of Giving NI, and was
awarded the OBE in 1998 for services to the
construction industry, industrial relations and
charitable organisations.
Janet Leckey Deputy Chairman
(appointed Deputy Chairman March 2013)
Janet Leckey had a career in social work and in
research in higher education. She served on the
Board of the Health Promotion Agency for Northern
Ireland (HPAN) and was a volunteer for 26 years with
Cruse Bereavement Care. Currently she sits as a Lay
Magistrate and is a Lay Assessor with the National
Clinical Assessment Service (NCAS). She is one of two
of the Lloyds Bank Foundation for Northern Ireland
Trustees who represent the Foundation on the Board
of Giving NI.
Robert Agnew
Hugh Donnelly
Janine Donnelly
Richard Buckley (appointed September 2013)
Richard Buckley is Editor & Publisher of Business Eye
magazine and a Director of Goldeneye Events Ltd,
organisers of the annual UTV Business Eye Awards. He
is a regular commentator on business and economic
affairs in Northern Ireland. A career journalist, Richard
has worked with the Morton Newspapers group and
with Belfast Telegraph Newspapers. His career has also
included a period in public relations/marketing as a
Director of the Manley Group.
Jim McCooe
Jim McCooe is currently Head of Region for Telephone
Banking in NI and has spent most of his working life
in Senior Management positions within HBOS and
Lloyds Banking Group. Following inception of the new
Lloyds Banking Group in 2009, he was appointed as the
Dr Brian Scott
Brian Scott worked in publishing and international Agribusiness for many years, and later held the role of Chief
Executive of Oxfam Ireland. He serves on several local
and public charity boards including currently holding
the role of Chairman of Meningitis Research Foundation
for the UK and Ireland.
Staff Team
Sandara Kelso-Robb Executive Director
Sinad Tierney Assistant Director
Joanne Byrne Grants Officer
Brenda Kennedy Grants Officer
Ruair Donnelly Grants Officer (Maternity Cover)
Jacqueline Ritchie Grants Officer (Maternity Cover)
Caroline Fulton Assistant Grants Officer
Gavin Watters Administrative Officer until May 2013
Roisin Gallagher Administrative Officer from July 2013
Friends of Edgcumbe
Edgcumbe ATU (Assessment and Therapy Unit)
is a day centre catering for people with dementia
and Friends of Edgcumbe are a group of carers and
ex-carers of such clients, who formed into a charitable
organisation. We provide facilities which are outwith
and beyond those provided by the statutory bodies
for the mental stimulation of the clients and the
wellbeing of the carers. The former of these is catered
for in music and dance artists and the purchase of
stimulation materials plus local outings to places
such as the Arc Open Farm. We also hold an annual
dinner for the carers. The amount of funding
received in 2013 was 1,967.00.
Percy McLoughlin, Treasurer
11.
Opinion
12.
STATEMENT OF
FINANCIAL ACTIVITIES
(incorporating income and expenditure account)
for the year ended 31 December 2013
Total funds
Total funds
2013
2013
2013
2012
1,872,945
1,872,945
1,873,309
Grants returned
21,015
21,015
4,000
47,518
47,518
117,385
1,941,478
1,941,478
1,994,694
105,560
105,560
96,750
2,038,960
2,038,960
2,020,581
62,752
62,752
74,420
3,190
3,190
3,100
2,210,462
2,210,462
2,194,851
(268,984)
(268,984)
(200,157)
Incoming resources
Incoming resources from Generated Funds
Voluntary Income covenant from
Lloyds Banking Group
2,389,950
2,389,950
2,590,107
2,120,966
2,120,966
2,389,950
2013
2012
1,329
1,947
Fixed assets
Tangible assets
Current assets
7,980
18,794
Debtors
2,766,133
2,842,254
2,774,113
2,861,048
(654,476)
(473,045)
2,119,637
2,388,003
2,120,966
2,389,950
2,120,966
2,389,950