Supporting disadvantaged people and communities for

over 26 years

Sara CooneyGrant Manager, South Central England and London

About the Foundation

A leading community grant maker

• A registered charity• Independently run• Income deeded from Lloyds

Banking Group - £25m per year for 2013

• Since inception over £312m invested in over 42,000 charities

At the heart of our work

Supporting small & medium charities that help disadvantaged people who live in England or Wales to play a fuller role in the community

Our focus is on lasting change

• Support for charities that deliver lasting changes for individuals and/or communities

• Charities must show measurable changes for users

Funding Across the Regions

• In 2012, the Foundation awarded 841 grants, investing over £20.5 million across England and Wales

• 50% of our funding is invested in the 20% most deprived areas

• 75% of funding goes towards charities’ core costs such as salaries, rent and utilities

Distribution of Funding in 2012

Kensington and Chelsea, Hammersmith and Fulham and Westminster

Since June 2010, over 40 grants awarded totalling over £1.1m to charities within the 3 boroughs including:

• £30k to Westminster Befriend a Family towards the salary of the Senior Project Manager

• £25k to the Midaye Somali Development Network for its Community Empowerment and Involvement Project

• £30,000 to The Womens Trust towards the costs of its West London domestic abuse counselling service

• £32,300 to Mencap Hammersmith and Fulham towards the salary and costs of an Advocacy Worker

Our Funding Programmes • Community Programme

• The community programme focuses on funding work that helps disadvantaged people to play a fuller role in the community.

• To be eligible you must have:

•Unrestricted reserves of 12 months running costs or less•Have an income of £1 million or less if you work locally or regionally•Have an income of £5 million or less if you work nationally

Our Funding Programmes

• We also run issue-based programmes that fund charities specialising in particular areas– In 2012 we ran a new Older People’s Programme for

charities whose work encourages empowerment and independence of older people

– £2.1m was awarded to 15 charities• Previous programmes have focussed on supporting

people in contact with the criminal justice system including young offenders, ex-offenders and offenders with mental health issues

Community Programme

We focus on charities’ needs and delivering lasting change

• Support for charities with a track record of service delivery

• Core and/or activity costs• Core costs including salaries so

charities can deliver core services• Projects and services that build on

charities’ core purposes• Established and/or new work • Support for charities that can show

lasting measurable outcomes for service users

• 1-3 year grants that are appropriate to the size of the charity

Our focus – who we don’t fund

• Organisations that are not registered charities • Charities that mainly work overseas• Charities that mainly give funds to other charities,

individuals or other organisations• Hospitals, hospices or medical centres• Rescue services• Schools, colleges and universities • Charities with more than 12 months running costs in

their free reserves

Our focus – what we don’t fund

• Activities for which a statutory body is responsible• Capital projects, equipment, appeals, refurbishments• Environmental work, expeditions/overseas travel,• Holidays or trips.• Work promoting religion• Loans or business finance, sponsorship or funding

towards a marketing appeal or fundraising activities• Medical research, funding for medical equipment or

health treatments• Work with animals or to promote animal welfare

How to apply to ourCommunity Programme

1. Visit our website for information on our funding programmes: www.lloydstsbfoundations.org.uk

2. For our Community programme, complete our on-line charity eligibility questionnaire or call us on 0870 411 1223 to complete it for you

3. If your charity is eligible, we will call to discuss whether your work is eligible and your potential application

4. Assessment Visit5. Application Form6. Decision7. Monitoring

What we look for in a well run organisation

• Good governance• Good support for staff and

volunteer development• Well managed finances• Planning for the charity’s future• Understanding of the needs of

service users with services responding to these

• Good networking/external relationships

• Ability to describe and demonstrate the difference your work makes to your service users

• Commitment to quality

What we are looking for in an application

• A well planned proposal responding to an identified need

• An understanding of your service users• A well thought out delivery plan and budget• A clear identification of the objectives you are

aiming to achieve and the changes and benefits (outcomes) it will deliver for your service users

• Details of how you will monitor and measure your progress in achieving your objectives

Before you contact us• Do your homework and plan

a timetable and outline costs

• Be clear about what you’re seeking funding for

• Does your funding need fit with our funding criteria and priorities. Not all funders are the right funder for everyone

Tips to help your application• Be realistic in your request

and in your proposal• Build an evidence base –

we’ll want to see how you monitor the changes and benefits experienced by users

• Ask someone to check your application before you send it

Contact details

For information on our programmes and to check if you are eligible for funding, visit our website

www.lloydstsbfoundations.org.uk

For general enquiries, please call 0870 411 1223or e-mail: enquiries@lloydstsbfoundations.org.uk

Sara CooneyGrant Manager,

South Central England and London Direct Line: 07872 031793

email: scooney@lloydstsbfoundations.org.uk

Helping disadvantaged people to play a fuller role in their communities for over 26 years