* . c

To: Educational Trust Committee

AGENDA ITEM No. \4 Subject: Lanarkshire Educational Trusts

From: Head of Quality

Date : 22nd August 1997

Ref: PMG

Development Service

Puroose of the ReD0t-t

This report provides the Trust Committee with background information on the Lanarkshire Educational Trust Scheme, outlines the steps taken by North Lanarkshire Education Department in administering the trust to date and makes proposals for the distribution of the Trust income for session 1996-97 and for the future operation of the Trust.

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Recommendation

The Educational Trust Committee is asked to:

1. homologate the action taken to date

2. determine the applications for year 1996-97

3. approve the proposals for dealing with grants for 1997-98

4, approve the proposal to allocate f15,000 annually from the available e Trust income to facilitate Trust management and administration by North Lanarkshire Council Education Department.

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I - . North Lanarkshire Council : Education Department

La n a r ks h i re Ed u ca t i on a I Trust Sc h em e

Report by Head of Quality Development Service

1 .O Background

1 . I There are some 98 trusts applicable to the area covering the former County of Lanark. These range from small trusts which cannot be used either because they are too small or are out of date, to the two largest trusts, the Marshall Trust and the Lanarkshire Trust both of which were established in the 1930s to incorporate a large number of trusts which existed to that date.

1.2 A report on the subject of the Lanarkshire Educational Trust and the Marshall Trust, collectively dealt with under the terms of the Lanarkshire Educational Trust Scheme, was presented to and approved by the Education Committee on the 2nd August 1996. ( A copy of the paper is included, appendix i )

1.3 This allowed the Education Department to make the necessary arrangements in order to apply the free annual income of the endowment and in particular exercise their powers under sections 21-29 of the Scheme.

2.0 Procedures undertaken by North Lanarkshire Council

2.1 Detailed research was made into the terms of the I rust Scheme and in particular sections 21-29 to ascertain the nature of grants likely to be awarded under each category. Legal clarification was also sought on the basis of those eligible to an award. ( Most significantly only those residing within the area formerly know as the County of Lanark are eligible)

2.2 Subsequently the categories were broadly banded together as;

21 , 22, 23 - Application from individuals 24,26 or 28 - Applications from groups or clubs 25, 26,27 or 29 - Application from EA or educational establishment

2.3 During discussions between Mr. Dan Sweeney ( Head of Quality Development Service, North Lanarkshire ) and Mr. Jim Duffin ( Head of School Development, South Lanarkshire ) the individual categories were carefully considered. Guidelines to be applied to possible requests, including maximum sums to be awarded per category, were then produced. ( Appendix ii )

2.4 An application form for each of the three groupings (appendix iii ) was designed and reproduced in advance of an advert (appendix iv) which was carried in local newspapers within North Lanarkshire ( Cumbernauld News, Bellshill Speaker / Motherwell Times and Airdrie Coatbridge / Airdrie Advertiser ) in December 1996. A similar advert appeared in papers covering South Lanarkshire (East Kilbride News, Hamilton Advertiser and Carluke and Lanark Gazette ) in March 1997.

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- 2.5 Both adverts carried a deadline of one month after which the applications were summarised and given preliminary consideration by Mr. Dan Sweeney and Mr. Jim Duffin.

2.6 On the basis of the comments shared by these respective Heads of Service from North and South Lanarkshire with respect to every application, a summary was compiled (appendix v). Subsequently awards are suggested, with appropriate sums, for consideration by the committee.

3.0 Proposals

3.1 In the past, under Strathclyde Regional Council, awards were made throughout the financial year. This was usually in response to a request for financial assistance, from educational establishments and members of the general public.

3.2 It is proposed that in the future requests for financial assistance are made in response to an annual public advert, possibly placed in the Autumn of each 0 financial year.

3.4 This would allow applications to be considered and if necessary clarified, before presenting these requests to the Educational Trust Committee shortly before the end of the financial year.

3.5 By adopting this timescale the amount requested within each category could be considered, in conjunction perhaps with requests for special projects, against the total sum available for that particular year.

3.6 It is also proposed that due to the heavy administrative demands placed upon the education department in North Lanarkshire in effectively operating the Trusts, the sum of €15,000 be allocated from the available annual income to facilitate the management and administration of the Trust. This sum would be subject to annual review. It is requested that a pro rata sum be allocated to North Lanarkshire Council in respect of Trust management and administration for the period 1st September 1996 - 31st march 1997.

4.0 Recommendations

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4.1 The Educational Trust Committee is asked to:

1. homologate the action taken to date

2. determine the applications for year 1996-97

3. approve the proposals for dealing with grants for 1997-98

4. approve the proposal to allocate f15,000 annually from the available Trust income to facilitate Trust management and administration by North Lanarkshire Council Education Department.

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To: Education Committee

From: Director of Education

Date: 2nd August 1996

Ref: DS/KMcD

NORTH LANARKSHIRE COUNCIL

Subject: Educational Endowments - The Lanarkshire Educational Trust and the Marshal1 Trust

REPORT

1. PURPOSE OF REPORT

This report protides members with brief background information on the Lanarkshire Educational Trust and the Marshal1 Trust and proposes arrangements whch allow the Trusts to be reactivated witlun North Lanarkshre.

2. RECOMMENDATIONS

The committee is asked to:

(i) note and approve the contents of t lus report. (ii) approve the proposal to continue with the esisting plan for the esercise of their

powers under sections 21-29 of the Lanarkshire Educational Trust Scheme. (ii) authorise the Director of Education to deal with applications from North

Lanarkshire inhabitants under the terms of the Lanarkshre Educational Trust Scheme and to refer esceptional applications to the Educational Trust Committee for their consideration.

(iv) authorise the Director of Education to make necessary arrangements for publicising the trusts and for devising appropriate application procedures.

Members wishing further information about this report should contact:

Michael O'Neill. Director of Education on 01236 141478 Dan Sweeney. Head of Qualin Det.elopment on 01236 441410

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Education 5th August 1996

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NORTH LANARKSHIRE COUNCIL - DEPARTMENT OF EDUCATION

EDUCATIONAL ENDOWMENTS - THE LANARKSHIRE EDUCATIONAL TRUST AND THE MARSHALL TRUST

REPORT BY THE DIRECTOR

1. BACKGROUND

1.1. On April 1st 1996 the Lanarkshire Educational Trust and the Marshall Trust. preliously vested with Strathclyde Regional Council. were transferred to and vested to the same e.\tent in North Lanarkshire Council.

1.2 At the committee meeting on 30th April 1996 the Education Committee authorised the Director of Education to administer all Endowments transferred to North Lanarkshire Council in terms of The Educational Endowments (Strathclyde Region). Transfer Scheme Order 1996. It further recommended under the amended terms of the Lanarkshire Educational Trust Scheme 1936. that North Lanarkshire Council constitute a Committee of the Council called the Educational Trust Committee to be composed of 3 persons nominated by North Lanarkshre Council and 3 persons nominated by South Lanarkshre Council.

2. THE LANARKSHIRE EDUCATIONAL TRUST dk THE MARSHALL TRUST

2.1

2.2

The Lanarkshire Educational Trust was established by the Lanarkshre Educational Trust Scheme 1936. amended by the Lanarkshire Education Trust Amendment Scheme Order in Council 1967. The Marshall Trust was established by the Marshall Trust scheme 1936 and adopts those parts of the Lanarkshire Educational Trust scheme relative to the administration of the fund and treats the Marshall Trust income as free annual income to be applied in accordance with the plan approved by the Scottish Education Department under the Lanarkshre Education Trust. In short it allows the two trusts to be administered as one.

Purpose of the Trust The purpose of the Lanarkshire Educational Trust are those set out in Schedules 2 and 3 of the trust scheme which determine specific prizes or bursaries and those set out in the approi.ed plan drawn up in accordance with sections 2 1-29 - travel scholarships. tra\,el agents. research scholarships. special equipment for the purpose of irnpro\.ing the efficiency of education in any of the Council's schools. provision and maintenance of sports facilities. promoting education in the visual arts. in music and in drama. support of clubs. societies and organisations for children and young people and educational esperiments conducted by the education authori?.

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3. PROPOSALS

3.1 Under the terms of the Lanarkshire Educational Trust Scheme. there is an obligation on the Council to prepare and submit for the approval of the Scottish Office Education and Industry Department a plan for the exercise of their powers under sections 2 1-29 of the Trust deed. This plan would include details of the purposes to which the income and. where laibful. the capital of the endowment shall be applied together with the masimum sums which may be expanded upon each object. It is proposed that the existing plan (ref. para 2) continue to be applied until the Educational Trust Committee has had the tinie to review it and have a new plan approved.

3.2 Traditionally Directors of Education have been gwen delegated responsibilie to deal with applications under the Trust scheme. Matters of disbursement can be more efficiently and espeditiously processed by such an arrangement and it is proposed that it continues and that responsibility to deal with applications under the Trust Scheme is delegated to the Directors of Education of North and South Lanarkshre in respect of applicants from within their respective Council boundaries. '

Exceptional applications will be refered to the Educational Trust Committee for their consideration.

3.3 Official concern has been expressed in the past about the accumulation of income within the two trusts. This may be linked to a common lack of knowledge about the esistence of the trusts and the purposes to which they can be applied. It is proposed therefore that appropriate steps should be taken to publicise the trusts and to prepare appropriate mst applications procedures.

4. RECOMMENDATION

The committee is asked to:

(i) (ii)

(iii)

note and approve the contents of t h s report approve the proposal to continue with the esisting plan for the esercise of their powers under sections 21-29 of the Lanarkshrie Educational Trust Scheme. authorise the Director of Education to deal with applications from North Lanarkshire inhabitants under the terms of the Lanarkshre Educational Trust Scheme and to refer esceptional applications to the Educational Trust Committee for their consideration. authorise the Director of Education to make necessary arrangments for publicising the trusts and for devising appropriate application procedures.

(iv)

Member wishing more information about this report should contact:

Michael O'Neill. Director of Education on 01236 111178 Dan Sweeney, Head of Quality Development on 01236 441410

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(Appendix ii)

Categories as specified by the deeds of the Trust Scheme

Guidelines as applied to applications 1996-97

21 .Travel Scholarships It shall be lawful for the County Council subject to the provisions of the approved plan to award travel scholarships to persons belonging to the County who require financial aid to travel furth of Scotland to a University, College, Educational Institution or Centre while undergoing a course of study, to pay any fees which may be charged for such a course and to obtain any necessary books or instruments. In granting such scholarships the County Council shall have regard to the diligence, attainment and promise of the applicants and in determining the amount of each scholarship the County Council shall have regard to the financial circumstances of the applicant or contributions to his expenses made or liable to be made which in the opinion of the County Council could reasonably be expected from his parents or any other person contributing or liable to contribute to his expenses ( including any other bursaries or grants paid to him ) and to the expenses likely to be incurred by him.”

G u idel i nes Individual applicant - maximum award E250 Scholarship only available to matriculated student (evidence required ) Grant to cover cost of fees, books or instruments.

22. “Travel grants It shall be lawful for the County Council subject to the provisions of the approved plan to make grants to persons belonging to the County to enable them to travel either in Great Britain or abroad for any purpose of an educational nature. The County Council shall require applicants for such grants to submit for their approval a statement of the purposes for which the journey is to be undertaken, the places to be visited and the probable length of absence from home. In making such grants the County Council shall have regard ts the diligence, attainment and promise of the applicants and in determining the amount of each grant the County Council shall have regard to the financial circumstances of the applicant or contributions to his expenses made or liable to be made which in the opinion of the County Council could reasonably be expected from his parents or any person contributing or liable to contribute to his expenses (including any other bursaries or grants paid to him) and to the expenses likely to be incurred by him. ”;

Guide1 i nes Individual applicant - maximum award €250 Details of the educational purpose of application Evidence of the journey undertaken Not considered suitable: (i) Group applications (e.g. school trip) on the basis

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that needy individuals and their particualr circumstances would not be . . identified and (ii) multiple journeys (basically a claim for travelling expenses)

It shall be lawful for the County Council subject to the provisions of the approved plan to award scholarships for research work or special study to inhabitants of the County who have graduated at a Scottish University or obtained the diploma of a Central Institution, provided that such inhabitants require financial aid in order to enable them to undertake such research work or special study. Each candidate shall submit for the approval of the County Council a programme of the research work or special study to be undertaken by him. Each scholarship shall be tenable for one year and it shall be in the power of the County Council to extend the period of tenure from year to year on being satisfied with the progress made by the holder of the scholarship. In making awards under this section the County Council shall have regard to the records of the candidates at the Universities or Central Institutions attended by them. The annual value of each scholarship shall be such as the County Council may fix having regard to the financial circumstances of the holder and to the expenses likely to be incurred by him.

23. Research scholarships

Gu ideli nes Individual applicant - maximum award €250 Scholarship only available to post-graduate student (evidence) Details and evidence of research work or special study to be undertaken.

24. Support of Clubs etc. It shall be lawful for the County Council subject to the provisions of the approved plan to make grants to assist in the establishment and maintenance of clubs, societies and organisations for children and young people resident in the County, provided that the County Council shall periodically satisfy themselves that such clubs, societies and organisations are so conducted as to be for the educational benefit, mental or physical, moral or social, of the said children and young people.

Guidelines Group application - maximum award €1000 Details of financial assistance requested necessary along with information

regarding similar applications for and success in gaining other grants . Club accounts, details of fund raising and history of the club required to substantiate claim.

25. Special Equipment It shall be lawful for the County Council subject to the provisions of the approved plan to make grants to themselves as Education Authority to be applied for the purpose of improving the efficiency of education in any of the public schools or further education centres within the County by providing special equipment for such schools or centres in supplement to that which as Education Authority they may reasonably be expected to supply.

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, . . Guidelines

Application from Educational establishments - maximum award €500 In cases of multiple applications from an establishment, the Trust should

identify only that bid(s) specifically meeting the conditions of the category and allocate it the appropriate sum@).

26. Sports Facilities It shall be lawful for the County Council subject to the provisions of the approved plan to- (a) assist in the provision and maintenance of playing fields, swimming baths and other accommodation for sports with any necessary pavilions and other offices for the benefit of persons belonging to the County; (b) assist in defraying the expenses of inter-school sports meetings and providing such apparatus and equipment including such personal equipment and sports clothing as they think fit for the benefit of persons belonging to the County; (c) assist in defraying the travelling expenses of school, district and County teams engaged in national competitions; and (d) assist amateur sportsmen belonging to the County who show exceptional promise and who require financial aid for the development of their talents by special tuition under such conditions as may be approved by the County Council:

G u id el i n es Application from Educational establishments - maximum award E500 In cases of multiple applications from an establishment, the Trust should

identify only that bid(s) specifically meeting the category and allocate it the appropriate sum(s). Lanarkshire Schools Sports Associations (e.g. Football, badminton etc. ) would apply for expenses and costs under category 26b/c. Individual applicants would apply under 26d. but would be treated similar to those applying under 21, 22, 23, and be restricted to a maximum of f250

27. Education Experiments It shall be lawful for the County Council subject to the provisions of the approved plan to make grants to themselves as Education Authority to be applied in assisting to defray the cost of any experiment of an educational nature conducted by the County Council as Education Authority.

Guidelines Application from Educational establishments - maximum award f5000 in cases of multiple applications from an establishment, the Trust should

identify only that bid(s) specifically meeting the category and allocate it the appropriate sum(s).

e.g. Supported Study, Easter Schools etc. Projects not considered would include those iniatives already funded by E.A.

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28. Adult Education. It shall be lawful for the County Council subject to the provisions of the approved plan to promote and encourage or to assist in promoting and encouraging adult education in the County by arranging or assisting to arrange for lectures or other suitable types of instruction, by paying or assisting to pay the fees, travelling expenses and personal expenses of lecturers or other instructors, and by defraying or assisting to defray other expenditure necessarily incurred in connection therewith.

Group application maximum award €1 000 Award strictly to cover costs of lecturer / instructor. Subsequently details of these specific costs are essential.

29. Promoting Education in the Visual Arts It shall be lawful for the County Council subject to the provisions of the approved plan to promote education in the visual arts among persons belonging to the County by- (a)establishing and maintaining or assisting to establish and maintain a collection of works of art of which the whole or part shall be available for circulation among the educational establishments in the County; (b) granting assistance to any of the said persons who show exceptional promise in any of the visual arts and who require financial aid to enable them to obtain special tuition or to pursue private study under such conditions as may be approved by the County Council; and (c) organising and defraying or assisting to organise and defray the expenses of art exhibitions and lectures and demonstrations on any of the visual arts.’’

29A Promoting Education in Music it shall be lawful for the County Council subject to the provisions of the approved plan to promote education in music among persons belonging to the County by- (a) establishing, maintaining and equipping or assisting to establish, maintain and equip choirs, bands, orchestras and instrumental groups composed wholly or mainly of the said persons; (b) granting assistance to any of the said persons who show exceptional talent in vocal or instrumental music and who require financial aid to enable them to acquire, where necessary or desirable, a musical instrument and to obtain special tuition or to pursue private study under such conditions as may be approved by the County Council; and (c) organising and defraying or assisting to organise and defray the expenses of concerts for the educational benefit of pupils attending schools in the County and of musical performances and musical lectures.”;

298 Promoting Education in Drama It shall be lawful for the County Council subject to the provisions of the approved plan to promote education in drama among persons belonging to thecounty by- (a) establishing, maintaining and equipping or assisting to establish,

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maintain and equip dramatic groups composed mainly or wholly of the said persons; (b) establishing and maintaining or assisting to establish and maintain a library of plays suitable for performances by such groups; (c) granting assistance to any of the said persons who show exceptional talent in dramatic art and who require financial aid to enable them to acquire, where necessary or desirable, a musical instrument and to obtain special tuition or to pursue private study under such conditions as may be approved by the County Council; and (d) organising and defraying or assisting to organise and defray the expenses of dramatic art performances and of lectures and demonstrations in dramatic art for the benefit of the said persons.”;

Guidelines Application from Educational establishments - maximum award f500 In cases of multiple applications from an establishment, the Trust should

identify only that bid(s) specifically meeting the conditions of the category and allocate it the appropriate sum(s). Advisers within North and South Lanarkshire, responsible for the Visual Arts, Music or Drama, are entitled to apply for financial support of specific projects within these categories - with no financial limit.

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Lanarkshire Educational Trust Scheme (Appendix iii)

Application Form (1) Individual

1 .SURNAME OF APPLICANT

2. FORENAMES

3. HOME ADDRESS

TELEPHONE NUMBER

4. DATE OF BIRTH

5. STATE PURPOSE FOR WHICH GRANT IS REQUIRED (Under sections 21 - 23 of Trust )

NAME OF COURSE / RESEARCH

NAME OF UNlVERSlTV/ COLLEGE

6. OBJECTIVE IN TAKING PARTICULAR COURSE OF STUDY (BENEFITS TO BE GAINED ETC)

7. DURATION OF COURSE

YEAP “OR WHICH APPLICATION IS NOW MADE

COST OF FEES (INCLUDING EXAMS FEES)

AMOUNT REQUESTED FOR YEAR WHICH APPLICATION IS MADE

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8. TRAVEL (if applicable)

GIVE DETAILS OF THE PURPOSE FOR WHICH TRAVEL IS TO BE UNDERTAKEN, PLACES TO BE VISITED AND PROBABLE LENGTH OF ABSENCE FROM HOME.

9. PRESENT OCCUPATION AND ANNUAL SALARY

10. PRESENT OCCUPATION AND ANNUAL SALARY OF SPOUSE (If applicable)

11, IF UNEMPLOYED, PREVIOUS EMPLOYMENT (if any) DATE EMPLOYED AND INCOME OVER THE LAST 12 MONTHS.

12. WAS APPLICANT FORMERLY IN RECEIPT OF A GRANT UNDER THE LANARKSHIRE EDUCATIONAL TRUST SCHEME ( if YES give details ) YES / NO

13. DOES APPLICANT AT PRESENT HOLD OR HAS HE/SHE EVER HELD ANY GRANT,BURSARY OR SCHOLARSHIP FROM ANY OTHER SOURCES. ( if so give details, including dates, amounts etc.)

YES/ NO

14. HAS THE APPLICANT APPLIED TO SOElD OR ANY OTHER SOURCE FOR FINANCIAL ASSISTANCE WITH RESPECT TO THE COURSE OF STUDY INDICATED IN THIS APPLICATION

YES / NO

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15. GIVE DETAILS OF POST SCHOOL EDUCATION (IF STILL AT SCHOOL ENTER NAME OF SCHOOL)

NAME OF COLLEGUUNIVERSITY ATTENDED

DATES ATTENDED

QUAL1 F lCATl0 N S OBTAI N ED

16. ANY ADDITIONAL INFORMATION TO SUPPORT YOUR APPLICATION

17. THE FOLLOWING DECLARATION MUST BE SIGNED BY THE APPLICANT AND COUNTER SIGNED BY THE PARENT GUARDIAN IN THE CASE OF AN APPLICANT WHO IS NOT SELF SUPPORTING.

I ................................................................ DECLARE THAT THE INFORMATION GIVEN BY ME ON THIS FORM IS TRUE AND THAT NO INFORMATION CONTRARY TO OR QUALIFYING THESE ANSWERS HAS BEEN SUPPRESSED.

SIGNATURE OF APPLICANT

DATE

SIGNATURE OF PARENT/GUARDIAN (where applicable)

COMPLETED FORMS SHOULD BE RETURNED TO:

THE EDUCATION DEPARTMENT (QDS) MUNICIPAL BUILDINGS KILDONAN STREET COATBRIDGE ML5 3BT

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NORTH LANARKSHIRE COUNCIL - DEPARTMENT OF EDUCATION

Lanarkshire Educational Trust Scheme

Application Form (2) Group

A. GENERAL INFORMATION

Information about your Organisation

1. What is the name of your organisation I group I club?

What is the address of its meeting place?

.2. Who should we contact about this application?

Name:

Add re ss ;

Telephone

3. If your Organisation uses premises, please give a brief description of the premises

What are the details of the ownership 1 lease / let of the premises?

4. When was the organisation I group I club established in your geographical area?

I I 5. Are you affiliated to a

National Voluntary Organisation ? If YES, then please specify below:

YES/NO

6. What geographical area does your Organisation cover?

Does this include Areas of Priority Treatment, Areas of Need? I f so, please specify which ones:

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7 . Use this space to outline the aims and objectives of your organisation:

Please use additional A4 sheets if you need more space.

5. Use this space to define the educational aspect (s) of your programme:

Please use additional A4 sheets if you need more spacce

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Detai ls

B Specific details for financial assistance

Total Cost Amount Requested

9. New Equipment Costs

TOTAL

10. Running Costs

Complete this section only if you are requesting running costs.

Please give a detailed breakdown under each heading undernoted and give total

Accurate amounts and estimates should be attached where applicable. costs

(a) Administration:

(b) Maintenance / Repairs:

(c) Programme Costs:

What is the TOTAL COST for Question 10 (above)? 7 1 What is the AMOUNT REQUESTED? I I

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11. How would the award of a grant help your organisation udvance the educational aspects of its programme?:

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C. FINANCIAL INFORMATION

All questions in this section must be answered

[2. Please suppIy the following information:

(ai) Name & Address of Bank at which your organisation’s account is held:

Account Name:

Account Number:

a (ii) Cash in Hand 1-1 Cash on Deposit

Cash at Bank -1 TOTAL m 1 I I I - (iii) Assets (cash reserves & investments)

If cash i s held for a specific purpose, please specify. held at date of application.

(b) Grants Awarded in the twelve months preceding the date of this application.

Amount Source Date of Award

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Amount Source

(d) Current membership fees and J or subscriptions:

Date that these rates were last reviewed:

What rates are proposed for the coming year:

13. Fundraising

(a) What fundraising activities do you undertake? Please specify

(%) How much did you fundraise in the last full year? 7 1 (c) If no fundraising took place, please state the reason(s):

I I 14. Date on which your organisation’s financial year ends:

You must submit a set of your organisation’s most recent bank statement / certificate and financial statement with your application.

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I certify that I have read the Conditions of Grant and will comply with these. I confirm that the information supplied in this application form and supporting documents is, to my knowledge, accurate.

Signed on behalf of the applicant body:

Date: Designation:

A completed application form should be returned to; The Education Department (QDS) Municipal Buildings Kildonan Street Coatbridge ML5 3BT. by Friday 24th January 1997.

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LANARKSHIRE EDUCATIONAL TRUST SCHEME

Application Form (3) Education Authority

1. Name of establishment / individual applying for grant.

2. Area of curriculum identified.

3. Trust Category under which application should be considered ( e.g. 25,26,27 or 29). Outline the details of the application including the approximate financial support requested.

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4. Use this space to define the educational benefit to be gained from such a grant.

Please use addtonal A4 sheets if you need more space

5. Who should be contacted with respect to this application.

Name : Position :

Address :

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(Appendix iu)

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The advert which appeard in 6 local newspapers covering North and South Lanarkshire.

1 an arks h ire Education a I Trust Scheme

The Lanarkshire Educational Trust and the Marshal1 Trust were established in the 193Os, with the purpose of providing some assistance for those people, residing within the County of Lanark and facing financial hardship in pursuit of their education. Initially this was in the form of educational bursaries and scholarships.

Arrangements have now been made to allow these Trusts to be reactivated under the collective heading of the Lanarkshire Educational Trust Scheme. The terms of the trust allow grants to be awarded for a number of educational purposes including; travel scholarships, travel grants, research scholarships, support of club/organisations for young people, special educational equipment for schools, provision and maintenance of sports facilities, educational experimentation, promoting education in visual arts, in music and in drama and limited aspects of adult education. The sums available under each of the above headings are limited and it is expected that the demands for grant support will exceed the funds available

@

Further details, including notes on the trust categories and an application form, can be obtained by writing to:

Lanarkshire Educational Trust Scheme The Education Department. (QDS) Municipal Buildings Kildonan St. Coat b r i d g e ML5 3BT

Lanarkshire Educational Trust Scheme Summary of Applications Appendix (v)

Individual Applicants Categories 21,22 and 23. Name of Applicant

I Elizabeth Roberts ISL)

1 Margaret Mc Seveney (NL)

Neil Douglas (Airdrie )

Audrey i. ghtman ( Motherwell )

Paul McQuade ( Airdrie )

Pauline Calder ( Bellshill )

Category / Nature of Application ( 22 ) Playwrights conference ( Ireland )

( 22 ) Playwrights conference ( Ireland )

(23) PhD Fees and paid study leave

( 21 ) College of performing Arts (Surrey)

(22) PhD USA travel expenses

(22/23?) HGV training travel and course fees

IGillian Young ( Berryhill P.S. ) (22) Teacher exchange New Zealand

Maria Douglas ( Bothwell )

Ryan Higgins ( Coatbridge )

( 23 ) Post Grad MSc Glasgow Univ.

(22) Travel Expenses to Alliance Francaise (Glasg.) Evidence Htecplird

Carol Ann Nunn ( Motherwell )

Jacqueline Furlong ( Bellshill )

Colin Barr ( Strathaven )

Claire Maguire ( Lesmahagow )

Gail Maguire ( Lesmahagow )

Patricia Sludden ( East Kilbride )

Chris Shevlin (St. Andrew's H.S.)

Chris Smith (St. Kenneth's P.S.)

Jennifer Roxburgh ( Uddingston)

Konrad Wisznieusig ( Cumbernauld ) (23 ?) Course Fees ( Nat. Jazz Institute) Mary Thomson ( Bearsden ) Jennifer Dougan ( Cumbernauld )

(22) Visit to London ( College of Art )

(22) HNC course fees and travel to Oxford

(21 ) BTEC in Forestry Newton Rigg Col.

( 22 ? ) Tall Ships Race 1998

( 22 ? ) Tall Ships Race 1998

( 22 ) HND Musical Studies Napier Univ.

(21 ?) Douglas Acad Music School

( 21 ?) Educational Visit to Kingswood

(21/22) Attending Junior Acad. of Music

(23) M.Ed Course Fees (23?)Dance Course (London Studio) Course fee:

Amount Recommendation E250

f 250

award €176 (Travel grant)

award €186 (Travel grant)

f5,700 ,award E250 (Research)

E10,000 award €250 (Travel Sch.)

7 €500 award E250 (Travel )

E3,000 award E250 (Course fees)

? €500

€624

€500

f 112

f750

f 746

f 3000

f 3000

exDenses

f 8000

f167

f 1480

f 480

f 200

f 7950

Euidencr

€250 ( Travel Grant 1 E250 (research Sch.)

eligibility -weekly expenses? NO AWARD

€1 12 (Travel Grant)

€250 (Fees and Travel )

f250 {Travel Sch.)

€250 from 26

E250 from 26

f250 from 29A

more information

more information

more information

ineligible - E.Dunbarton

ineligible - E.Dunbarton

ineligible - E.Dunbarton

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Lanarkshire Educational Trust Scheme Summary of Group Applications Appendix (w)

Applications under categories 24, 26 and 28

~~ ~ _ _ _ _ _ _ ~ ~ - ~ _ _ ~ ~ ~ _ _ _ _ _ _ I Name o f Applicant i Request NLC May '97

Category / Nature o f Application Amount Other Grants

' Lanark Swimming Club (24) Support of runninmg costs - (€4980 pa) ? f 3 , O O O SLC Nov '96

Jerviston Boys Club ( Motherwell) 24/26 Expenses for running club. €600 No application made

Monkland Youth ( Rugby) Group 24/26 Expenses for running club f 5 7 0 .Applied - No award

Aly's Army Youth Group (Newarthill) 24 Music equipment €997 €1,800

Youthy Young Team ( Viewpark) 24 Cost of materials for youth actvities f 8 0 No application made

Tannochside Adult Education Group 28 Tutors fees - 2 courses €45 1 f 7 5 0

Ladywell Womens Group (Motherwell)28 Cost of programme - tutors etc. €1,760 f i , o o o

Croy Village Trust 26 Upgrading Football Pitch

The Caledonia Award ( Bearsden ) 24 Awards for SEN nationally

€5,000 No application made

f 2,s 0 0 No application made

_ _ ~ _ _ ~ ~

Recommend

award €1000

award €400

award €400

award €500

award €80

award €250

no evidence

ineligible

ineligible

N W

Lanarkshire Educational Trust Scheme Summary of Applications Appendix (v)

Coltness H S (Pupil)

Coltness H.S. (Pupil)

Craiqneuk Children's Centre

Devonview Community Nursery

~~

G ree nga ir s P. S.

Rosehall H.S. _ _ ~ _ _ _

Rosehall H.S. ~-

St. Bartholomew's P.S.

_ _ _ ~ -

- _ _ _ _ ~ - - _ _ ~ -

N P

22

26

27

25

29

p- 24

25

-~ 25

27

E.A Applications Categories 25,26, 27 and 29.

St. Bartholomew's P.S. PTA

St. Margaret's H.S. -~ ~ - ___-

St. Mary's (Cleland ) --

St. Serf's P.S. Victoria P.S. ___-

2 4

24

25

24 25

Nature o f Amlication School Volleyabll Club-_ __ ~

Technoloqy related to fabric and design - ~

- Art ~- & Design- Well motivated children in club

Slide Projector and Screen

_-_ P.E. ~ - - ParachuteLonopy_ ___ ~ ___- -

~ ~ _ _

-~ Music Keyboard- - - - - -- -

Gymnastic m i n i n g -- -~ --

kuipment Moto-X_ -

Outdoor Play Area

-

! ? z A 3 ! ! t i C L _ ~ ~- ~ -

Scottish Opera Production

After School Club

Higher Biology Biotech Lab -~ -

-

DNAEqukment -_ ~ -- ~~ -

Early Intervention programme ___ ~

PTA Supported clubs - ~

Subsidy of school trip to China

- P.E. __- e q u i p m e n - ___ ~- __ ~- __

PTA After School Club ~

Primary Athletic Kit ____ ___ - ~ _ _ _ ~

Amount Recommendation

~- -~

a w a c f 5 0 0 - - -

&dividu&applicant

___ individual applicant ~

award €500 ~ - -~

award*00 ~- -~ - -~

award €200

alrea3 funded ~ ~- -

-- - PTA ineligjble

ineligible multiple application

award f500

PTA ineligible -

award 466

- ~ _ _ ~ p - - - __-

_ _ _ _ ~

e a Lanarkshire Educational Trust Scheme Summary of Applications

~~

Nature o f Application ~~~ _ _ _ _ . _ - _ _ ~ - ~ - - _ _ - -

Music Purchase Bass Clarinet -~ __ ~

~ School __________-- Show __ __ __

Theatre Product ionof -M-us ic/ dra map-

E!!! -p- -- ~ ~ - - --

~ 1.T Purchase-leMc __ -~ --

Ex= Curricular Gymnastics

IT Applemac ~~ ~.

- -__ ~ _ _ _ _ _ _ ~

-

S1upportedStudy -- ~ __ ___ -___

Extra Curricular Hockey

PSE / PE Soft P I 3

- Establish Music Activity Classs ( Recorders )

Construction of Parent's room

P.E. Hiring of sports facilities (Sports Day)

Athletics equipment ~ ~-

Art & Design assist on-upil ~

P.E. suitable outdoor surface

Exp Arts visiting Music 1 drama groups

Badminton Club equip - -

IT Powerbook P.E. Tracksuits -.

E.A Applications Categories 25,26, 27 and 29.

Amount

f950 -

Esoo ~

€200 -

__ -

~

-1- E l 5 0 0 0

E375 ~

- f l O O O p -

f250_ -

-~

f 600

f 1000

€600

f200 -

f 1535

f440 __

?

€60 -

_ _ ~

€2,000 __

E 6 0 L -

€100

-f 1,300 f 450

Airdrie Acad - ~

Gartsherrie P.S.

Lammermoor P.S.

New Stevenston P>.

St Gabriel's

St. Ignatius' P.S.

Berryhill P.S.

Caldervale H.S. ( Pupil ) ~

Cedar Rd. Nursery School ~

Clarkston P.S.- ~

Glenboiq P.S. _ _ _ - ~ --

Holy Family P.S. Keir Hardie P.S.

i 29 Albert P.S, --

25

- 26

24

27

26

26

29

25

__

29

24

25 24

Cardinal Newman H.S.

Card i na I New m a nH.S.

-- Christ t h e K i n g P.S. Coltness H.S. 24

Recommendation

-~ -- -- -~

award E500 ~

award f500

award E500 -~

award f200

award f500

award f440

- -~

_ _ . ~ award f500 __.

award E500

award E100

award f500

________ __- ____

_ _ _ _ _ ~ award f450

Lanarkshire Educational Trust Scheme Summary of Applications

2 5

2 4 - 27

2 7

2 5

2 5

2 5

2 6

2 5

-

_ _ _ 24

24

2 9

2 4

2 5

29

- 2 5 24 26 26

___

N or

Home __ _Econ. ~- - Enterprise Activities -~ - -

School greenhouse-equipment ~- ~ - --

Environmental project - outdoofihemed area

_ _ _ _ Activity afternoons- equipment

Learning Support Computers and printers

Prctical aspects of H. Econ ( learning difficulties )

IT Computer 5 half funded PTA ) ~ -

P.E. Competitions

Media Educ. Purchase video camera

,_

Language Reading - Lending library

Drama Clubproject _______- -

P.E. Gymnastic mats ~- __.

Scottish Opera group _ _ _ _ _ __

_ _ _ After school HW/ leisure club -

Extra Curricular activites badrninton/netball ______-_

__--__ Camcorder Admin costs - championship Adm& costs - championships New equipment costs ( playing kit / tracksuits)

E.A Applications Categories 25,26, 27 and 29.

~~

Name o f Applicant ___._____________ -

Language Develop Unit ( Sacred Heart-

-~ Muirhouse ~~ P.S,

~ _ _ _ Our Lady's H.S . (Moth)

-___- Our Lac?> H.S.l\nothJ

St. Ambrose H.S ~- St. Mary's (Whifflet)

St. Mary's ( Whifflet)

St. Patrick's H.S.

St. Patrick's H.S.

St. Patrick's P.S. New Stev'n

St. Patrick's N.S.

St. Aloysius P.S.

- _ ~ _ _ _ _ _ _ _ ~ _ _ _ _ _ _ ~~

-_______

--__ St. Jwnes' P.S. ___

St. James' P.S.

St. James' P.S.

_ _ _ _ _ St. Patrick's ( Shotts)

Our Lady and St. Joseph P.S.

_ _ _ __

New Monkland P.S. __-

Orbiston Nursery School Lanarkshire Schools Badminton Lanarkshire Schools Swimming Lanarkshire School's Football Assoc.

:at1 Nature of Rpplication Amount 1 Recommendation n

award €300

E214 award €214 _ _ _ -

f250 (award €250 I award €400 award €300 Er{ €300 award €300

f 1000 award E500 _____I ___-

4 U

c

Lanarkshire Educational Trust Scheme Summary of Applications

E.A Applications Categories 25,26, 27 and 29.

Name o f Applicant ~~~

-~ ~~~~ ~ --

~ _ _ ~ ~~

Music

Music ( North-hand South 1 ~

Music

A r t

Pre 5 provision

Speech and Drama

EIL /Mod. Lang. North and South

-___ ~ _ _ _ _ ~ ~

-. -~

~ -

Nature o f Application ~ ___ ~- ~ ~ _ _

~ -~ ~~ __ ~

Young Musicianof th-ar ~-

Lanarkshire BanLs and Orchestras ~ ____

Kattle of the Bands Competition -~

%Summer School [Kilbowie)

Special equipment IT x 7 centres ~

S&D Festival ( Monklands)

Study visit / placements in France for 120 pupils

Amount

~-

€500

f 5 0 2

€1 000

f 1500

f 9800

f 5 0 0 - E 4000

Recommendation ~~~ ~

N