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Agenda Document Pack - Lanarkshire Educational Trust - 03/04/2024

North Lanarkshire Council · 3 April 2024
Back to Lanarkshire Educational Trust — 3 April 2024 and its agenda

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22 March 2024 
Members of the 
Lanarkshire Educational Trust
Chief Executive’s Office
Archie Aitken
Chief Officer (Legal & Democratic)
Civic Centre, Windmillhill Street,
Motherwell ML1 1AB
www.northlanarkshire.gov.uk 
Notice is given that a Meeting of the Lanarkshire Educational Trust is to be held in the
Remote Meeting,  on Wednesday, 03 April 2024 at 10:00 AM which you are requested to
attend. 
The agenda of business is attached. 
Archie Aitken
Chief Officer (Legal & Democratic) 
Members : 
Clerk Name: Clare Louise McDonald
Clerk Telephone: 01698 302190
Clerk Email: mcdonaldcl@northlan.gov.uk
A Ballinger, A Campbell, G Currie.  
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Agenda 
1 Declarations of Interest In Terms of the Ethical
Standards In Public Life Etc. (Scotland) Act 2000   
2 Note of Previous Meetings
Submit notes of previous meetings held on 4 October,
18 December 2023 and 5 February 2024 for approval 
5 - 10 
3 Lanarkshire Educational Trust - Approvals 15
December 2023
Submit report by the Chief Officer (Strategic
Communication and Engagement) providing an update
on applications to the Lanarkshire Educational Trust
Scheme and recommending the distribution of the
Trust income for the application rounds which closed
on 15 December 2023 
11 - 24 
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LANARKSHIRE  EDUCATIONAL  TRUST  -  4 OCTOBER 2023 
1
4 October 2023, at 10 am. 
A Meeting of the LANARKSHIRE  EDUCATIONAL  TRUST 
PRESENT 
Councillors Ballinger, Campbell and Currie (North Lanarkshire Council), and
Councillors Logan, McClymont and Wylie-Keat (South Lanarkshire Council). 
IN  ATTENDANCE 
The Area Community Partnership Manager (NLC); Business Finance Manager (Strategy) (NLC); Project Support
Assistant (NLC); Service Manager (SLC), and Committee Officer (NLC). 
CHAIR 
Councillor Campbell, Convener presided. 
DECLARATIONS  OF  INTEREST  IN  TERMS  OF  THE  ETHICAL  STANDARDS  IN  PUBLIC  LIFE  ETC. 
(SCOTLAND)  ACT  2000 
1. There were no declarations. 
NOTE  OF  THE  PREVIOUS  MEETING 
2. There was submitted the note of the previous meeting of the Lanarkshire Educational Trust held on
15 March 2023.   
Decided: that the note of the meeting, held on 15 March 2023, be approved. 
LANARKSHIRE  EDUCATIONAL  TRUST  APPROVALS  –  AUGUST  2023 
3. There was submitted a report by the Chief Officer (Strategic Communication and Engagement)
(1) providing an update on the applications to the Lanarkshire Educational Trust Scheme, and
(2) setting out in the Appendix to the report, details of applications which have been received for grant
assistance under the Lanarkshire Educational Trust Scheme application rounds, which closed on
15 August 2023, together with recommendations for grant awards. 
Decided: 
(1) that the application reference number 23/24 IN/1 EC, should the required supporting evidence
be submitted, be agreed in principle and 
(2) that otherwise the applications for grant awards under the Trust Scheme, as detailed within
the Appendix to the report, be approved. 
The Convener being of the view that the following two items of business were of an urgent nature,
authorised their consideration as hereinafter minuted. 
Item 2
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LANARKSHIRE  EDUCATIONAL  TRUST  -  4 OCTOBER 2023 
2
CRITERIA  FOR  EDUCATIONAL  TRUST  AWARDS 
4. There was tabled a report by the Service Manager (SLC) (1) providing an overview of the review of
the criteria that had been undertaken since the last meeting of the Committee, and (2) proposing the
amendments to the criteria for applicants to ensure equality and fairness, including the addition of an
exceptional circumstances category for individuals to apply. 
Decided: 
(1) that the outcome of the review of the criteria, be noted; 
(2) that the proposed amendments to the criteria, as set out within the report be approved, and 
(3) that it be noted that an update report would be submitted to the Trust annually to ensure
continuity. 
FINANCIAL  POSITION  AND  STRATEGY 
5. There was heard a verbal report by the Business Finance Manager (Strategy) (1) advising that the
annual audited accounts for year end 31 March 2023, had to be submitted to OSCAR (the on-line
system for central accounting and reporting) no later than 31 March 2023, and (2) recommending that
a special meeting of the Trust be scheduled prior to the submission of the accounts to OSCAR. 
Arising from discussion thereon, it was proposed that the Business Finance Manager (Strategy)
undertake an initial fact-finding exercise, to determine if alternate investment management models are
available, with an outcome report to be submitted to a future meeting of the Trust. 
Decided: that the financial position and strategy update be noted. 
DATE  OF  NEXT  MEETING 
6. There was heard a verbal report from the Committee Officer proposing a number of available dates to
be considered for the next meeting of the Lanarkshire Educational Trust Committee. 
Decided: that the next meeting of the Trust be held remotely on Wednesday, 3 April 2024 at
10 am. 
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LANARKSHIRE  EDUCATIONAL  TRUST  -  18 DECEMBER 2023 
1
18 December 2023, at 10 am. 
A Meeting of the LANARKSHIRE  EDUCATIONAL  TRUST 
PRESENT 
Councillors Campbell and Currie (North Lanarkshire Council), and
Councillors Logan and McClymont (South Lanarkshire Council). 
IN  ATTENDANCE 
The Area Community Partnership Manager (NLC); Business Finance Manager (Strategy) (NLC), and Committee
Officer (NLC). 
APOLOGIES 
Councillors Ballinger (NLC); Wylie-Keat (SLC), and Service Manager (SLC). 
CHAIR 
Councillor Campbell, Convener presided. 
DECLARATIONS  OF  INTEREST  IN  TERMS  OF  THE  ETHICAL  STANDARDS  IN  PUBLIC  LIFE  ETC. 
(SCOTLAND)  ACT  2000 
1. There were no declarations. 
REVIEW  OF  ANNUAL  ACCOUNTS 
2. There was submitted a report by the Business Finance Manager (Strategy) (1) setting out the
requirement to review the Trust Annual Accounts for the period ending 31 March 2023, prior to
submission to the Office of the Scottish Charity Regulator (OSCR) no later than 31 December 2023,
and (2) confirming that the annual accounts contain no adverse external audit comments. 
Decided: 
(1) that the annual accounts for the financial year ending 31 March 2023, be noted, and 
(2) that the submission of the annual accounts for the year ending 31 March 2023, to OSCR no
later than 31 December 2023, be approved. 
REVIEW  OF  TRUST  INVESTMENT  MANAGEMENT  –  VERBAL  UPDATE 
3. There was heard a verbal report by the Business Finance Manager (Strategy) (1) reminding the Trust
of the agreement to review options for managing the Trust Investment Funds; (2) highlighting that
there are a number of well established organisations that manage investment funds on behalf of
charities such as the Trust; (3) indicating that the companies would have generated higher annual
returns for the Trust during the previous five years in comparison to the actual returns received;
(4) informing that the companies charge a management fee, based on an approximate portfolio;
(5) stating that the companies indicated, would adopt a partnership approach with charity trustees to
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LANARKSHIRE  EDUCATIONAL  TRUST  -  18 DECEMBER 2023 
2
assist with developing suitable investment strategies, share information, attend Trust meetings etc; (6)
advising that whilst typical contractual arrangements are for three to five years, the Trust would be in
a position to exit the contract prior to the termination date; (7) summarising that further work would be
required to confirm the Trust’s legal authority to engage with the aforementioned companies and
establish a suitable procurement route, and (8) proposing that a report be submitted to a special
meeting of the Trust, to take place in February 2024, to allow for further investigations. 
Decided: 
(1) that the work undertaken to date be noted, and 
(2) that a report be submitted to a special meeting of the Trust, scheduled to take place in
February 2024, be agreed. 
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LANARKSHIRE  EDUCATIONAL  TRUST  -  5  FEBRUARY  2024 
1
5 February 2024 at 2 pm. 
A Meeting of the LANARKSHIRE  EDUCATIONAL  TRUST 
PRESENT 
Councillors Ballinger, Campbell and Currie (North Lanarkshire Council), and
Councillors Logan, McClymont and Wylie-Keatt (South Lanarkshire Council). 
CHAIR 
Councillor Campbell (Convener) presided. 
IN  ATTENDANCE 
Area Community Partnership Manager (NLC); Business Finance Manager (Strategy – NLC); Service Manager
(Curriculum and Quality Improvement Service - SLC), and Committee Officer (NLC). 
DECLARATIONS  OF  INTEREST  IN  TERMS  OF  THE  ETHICAL  STANDARDS  IN  PUBLIC  LIFE  ETC. 
(SCOTLAND)  ACT  2000 
1. There were no declarations. 
REVIEW  OF  OPTIONS  FOR  MANAGEMENT  TRUST  FUND  INVESTMENTS 
2. There was submitted a report by the Business Finance Manager (Strategy) (1) summarising recent
performance information in respect of the Trust Fund investment portfolio; (2) setting out options for
the future management of the funds, and (3) enclosing within Appendices to the report, responses
from two companies, approached as part of a fact finding exercise. 
Arising from discussions, thereon the Convener moved to recommend that the Trust proceed to the
next investigatory stage of a possible alternate investment strategy, at no additional cost to the Trust,
and engage a specialised firm with the prospect of managing Trust Fund investments.  This stage
would require proceeding to a formal procurement process, including the establishment of a Panel,
comprising Officers from Assets and Procurement and Trust members. 
Decided: 
(1) that the Trust proceed to the next stage of the process to engage a specialised financial
advisory service, at no additional cost to the Trust, and 
(2) that the appointment of a Panel comprising of Councillors Ballinger, Currie and McClymont, to
represent the Trust, be approved. 
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North Lanarkshire Council
Report
Lanarkshire Educational Trust Committee 
Does this report require to be approved? ☒ Yes   ☐ No
Ref    SP/LP/SL Date 21/03/24 
Lanarkshire Educational Trust – Approvals 15 December 2023 
From  Stephen Penman, Chief Officer (Strategic Communication and Engagement)  
E-mail Penmanste@northlan.gov.uk Telephone 07947997750 
Executive Summary 
This report provides the Lanarkshire Educational Trust (LET) with an update on
applications to the Lanarkshire Educational Trust Scheme together with
recommendations for the distribution of the Trust income for the application rounds which
closed on 15 December 2023. 
Recommendations
It is recommended that the Lanarkshire Educational Trust: 
(1) Approve the LET award decisions set out in appendix 1 
The Plan for North Lanarkshire
Priority  Support all children and young people to realise their full potential
Ambition statement
(10) Engage with children, young people, parents, carers, and
families to help all children and young people reach their full
potential
Programme of Work Brighter Futures
Item 3
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1. Background 
1.1 Trusts were created in 1930 in the form of educational bursaries and scholarships
and reactivated under the collective heading of the Lanarkshire Educational Trust
Scheme for residents who reside within the area formerly known as The County of
Lanark in 1930 when the Trusts were established. Throughout 2023, the Trust
reviewed the criteria for applications to ensure that they are fit for purpose relating
to fairness and transparency in the current public sector context whilst maintaining
a focus on the original intent and purpose of the trusts around educational
excellence and attainment. 
1.2 The Trust accepts applications for financial assistance as outlined at appendix 2. 
2. Report 
Lanarkshire Educational Trust – 15 December 2023 
2.1  Appendix 1 sets out the applications received as of 15 December 2023 deadline.
Committee is asked to consider the recommentations detailed in appendix 1 and note
the refusal reasons where appropriate. 
3. Measures of success 
3.1  Direct funding to support participants to achieve potential.     
4. Supporting documentation 
4.1 Appendix 1- Applications received for consideration as at 15 December 2023
4.2 Appendix 2- Application criteria 
Stephen Penman
Chief Officer (Strategic Communication and Engagement) 
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5. Impacts 
5.1 Public Sector Equality Duty and Fairer Scotland Duty 
Does the report contain information that has an impact as a result of the Public
Sector Equality Duty and/or Fairer Scotland Duty? 
Yes ☐ No ☒ 
If Yes, please provide a brief summary of the impact? 
If Yes, has an assessment been carried out and published on the council’s
website? https://www.northlanarkshire.gov.uk/your-community/equalities/equality-
and-fairer-scotland-duty-impact-assessments 
Yes ☐ No ☐
5.2 Financial impact 
Does the report contain any financial impacts? 
Yes ☒ No ☐ 
If Yes, have all relevant financial impacts been discussed and agreed with
Finance? 
Yes ☒ No ☐ 
If Yes, please provide a brief summary of the impact? 
Impact on the LET fund as set out in Appendix 1 
5.3 HR policy impact 
Does the report contain any HR policy or procedure impacts? 
Yes ☐ No ☒ 
If Yes, have all relevant HR impacts been discussed and agreed with People
Resources? 
Yes ☐ No ☐ 
If Yes, please provide a brief summary of the impact? 
5.4 Legal impact 
Does the report contain any legal impacts (such as general legal matters, statutory
considerations (including employment law considerations), or new legislation)? 
Yes ☐ No ☒ 
If Yes, have all relevant legal impacts been discussed and agreed with Legal and
Democratic? 
Yes ☐ No ☐ 
If Yes, please provide a brief summary of the impact? 
5.5 Data protection impact 
Does the report / project / practice contain or involve the processing of personal
data?   
Yes ☒ No ☐ 
If Yes, is the processing of this personal data likely to result in a high risk to the
data subject? 
Yes ☐ No ☒ 
If Yes, has a Data Protection Impact Assessment (DPIA) been carried out and e-
mailed to dataprotection@northlan.gov.uk 
Yes ☐ No ☒
5.6 Technology / Digital impact 
Does the report contain information that has an impact on either technology, digital
transformation, service redesign / business change processes, data management,
or connectivity / broadband / Wi-Fi?
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Yes ☐ No ☒ 
If Yes, please provide a brief summary of the impact? 
Where the impact identifies a requirement for significant technology change, has
an assessment been carried out (or is scheduled to be carried out) by the
Enterprise Architecture Governance Group (EAGG)? 
Yes ☐ No ☐
5.7 Environmental / Carbon impact 
Does the report / project / practice contain information that has an impact on any
environmental or carbon matters? 
Yes ☐ No ☒ 
If Yes, please provide a brief summary of the impact? 
5.8 Communications impact 
Does the report contain any information that has an impact on the council’s
communications activities? 
Yes ☐ No ☐ 
If Yes, please provide a brief summary of the impact? 
5.9 Risk impact 
Is there a risk impact? 
Yes ☐ No ☒ 
If Yes, please provide a brief summary of the key risks and potential impacts,
highlighting where the risk(s) are assessed and recorded (e.g. Corporate or
Service or Project Risk Registers), and how they are managed? 
5.10 Armed Forces Covenant Duty 
Does the report require to take due regard of the Armed Forces Covenant Duty (i.e.
does it relate to healthcare, housing, or education services for in-Service or ex-
Service personnel, or their families, or widow(er)s)? 
Yes ☐ No ☒ 
If Yes, please provide a brief summary of the provision which has been made to
ensure there has been appropriate consideration of the particular needs of the
Armed Forces community to make sure that they do not face disadvantage
compared to other citizens in the provision of public services. 
5.11 Children’s rights and wellbeing impact 
Does the report contain any information regarding any council activity, service
delivery, policy, or plan that has an impact on children and young people up to the
age of 18, or on a specific group of these? 
Yes ☐ No ☒ 
If Yes, please provide a brief summary of the impact and the provision that has
been made to ensure there has been appropriate consideration of the relevant
Articles from the United Nations Convention on the Rights of the Child (UNCRC). 
If Yes, has a Children’s Rights and Wellbeing Impact Assessment (CRWIA) been
carried out? 
Yes ☐ No ☐ 
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Appendix 1
Lanarkshire Educational Trust Scheme – 2023                  
New Applications for Consideration received by 15 December 2023
REF Area Category Purpose of Application Costs Previous
Application
Amount
Requested
Recommendation        
23/24 GR29/AR North
Lanarkshire
24, 26 Affiliated to Basketball
Scotland the National
Governing Body
£1,500.00 N/A  £1,500 No Award - Reason D Ineligible
purpose does not meet criteria
23/24 GR33/SB North
Lanarkshire
27 Health and Wellbeing -
Outdoor Learning - Outward
Bound Centre 
£13,714.00 N/A  £8932 No Award - Reason D Ineligible
purpose does not meet criteria
23/24 IN18/AO South
Lanarkshire
21,22,29 B Mus Performance Bass
Trombone - Royal Welsh
College of Music and Drama
(Royal Welsh Conservatoire)
£32,449.65 2020, 2021,
2022 all £750 
£750 No Award as received 3 previous
awards
23/24 IN19/BS North
Lanarkshire
23 Masters of Science, Ethical
Hacking and Cybersecurity -
Abertay University
£19,700.00 N/A  £700 Award £700
23/24 IN20/DO South
Lanarkshire
29 National Brass Band
Residential Courses - SBBA
and West of Scotland Schools
£3,516.00 Nil 2020, £390
2021 , £750
2022 
£750 Award £750
23/24 IN21/FM South
Lanarkshire
22 1st Biggar Tinto Scouts - Japan
2024
£3480.00 N/A  £750 No Award - Reason D Ineligible
purpose does not meet criteria
23/24 IN22/HS North
Lanarkshire
23 MSc Forensic Science -
University of Strathclyde
£11,500.00 N/A  £750 Award £750
23/24 IN23/KS North
Lanarkshire
26 European Taekwon- Do
Championships ITFU -
Compete in the ITF European
£1,035.00 N/A  £500 Award £500
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REF Area Category Purpose of Application Costs Previous
Application
Amount
Requested
Recommendation
Championships in Madrid
representing Scotland
23/24 IN24/LS South
Lanarkshire
23 PhD Researcher Affective
state of stereotypical horses -
Queens University Belfast
£6,200.00 N/A  £750 Award £750
23/24 IN25/MT North
Lanarkshire
26 Sportscheer Scotland - Team
Scotland Cheerleading
£7,620.00 N/A  £750 Award £750
23/24 IN26/MW South
Lanarkshire
23 MA Social Work - Glasgow
Caledonian University
£15,500.00 £750 March
2023 
£750 Award £750
23/24 IN27/RS South
Lanarkshire
26 Glasgow School of Sport -
Swimming S4
£2,340.00 £750 Nov 2022  £750 Award £750
23/24 IN28/SF North
Lanarkshire
26 European Taekwon- Do
Championships ITFU -
Compete in the ITF European
Championships in Madrid
representing Scotland
£1,035.00 N/A  £500 Award £500
23/24 IN30/JH South
Lanarkshire
22 Glasgow School of Sport -
Swimming Programme
£900.00 £576 2021,
£750 2022 
£750 No Award - Reason D Ineligible
purpose does not meet criteria
23/24 IN32/RP North
Lanarkshire
29 Junior Royal Conservatoire of
Scotland - Trumpet, brass and
orchestral studies - Royal
Conservatoire of Scotland
£2,490.00 N/A  £750 Award £750
23/24 IN34/CB North
Lanarkshire
22 International Business -
University of South Carolina
£6,361.58 N/A  £750 Award £750
23/24 IN35/LM South
Lanarkshire
29 Master of Music (Year 2) -
Royal Northern College of
Music
£13,800.00 £750 March
2023 
£750 Award £750
23/24 IN36/KH North
Lanarkshire
22, 29 YAGP International
performances in New York and
£1,600.00 £750 Nov 2022 £750 Award £750 (Cat 22 £700 - Cat 29 £50)
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REF Area Category Purpose of Application Costs Previous
Application
Amount
Requested
Recommendation
Nervi - YAGP International
Contemporary Ensemble
23/24 IN37/AD North
Lanarkshire
23 Advance Biomedical Science
MSc - University of West
Scotland
£7,500.00 N/A £750 Award £750 Evidence/supporting
information required 
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Appendix 2 
Lanarkshire Education Trust
Overview 
Category Category Name Individual Clubs/Groups Educational
Establishments
21 Travel Scholarships £750  
22 Travel Grants  £750  
23 Research Scholarships £750  
24 Maintenance of Clubs  £1,500 
25 Special Equipment    £1,000
26 Achievement in Sport  £750 £1,000 £1,000
27 Educational Excursions   £5,000
£10,000
£15,000
28 Adult Education  £1,500 
29 Promoting visual arts £750 £1,500 £1,500
30 Exceptional Circumstances  £750   
Individuals
Category 21 Max Award Criteria
Travel Scholarships £750 Financial aid to persons belonging to the County to travel beyond Scotland to University, College or Educational
Institution while undergoing a course of study or to contribute towards any fees which may be charged
(courses, books and
equipment outwith
the UK) 
Guidelines
* Scholarship only available to matriculated students       
(evidence required)
* Grant to cover cost of fees, books or instruments 
(evidence required)
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You will be asked to provide evidence of matriculation and costs incurred.
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times).
Category 22 Max Award Criteria
Travel Grants £750 A grant to anyone belonging to the County, enabling them to travel either in Great Britain or abroad for
exceptional educational purposes.
(travelling)  Guidelines
* Details of the educational purpose of application 
required
* Evidence of the journey undertaken (proof of costs 
incurred)
* Evidence of why free travel for under 22s does not 
apply to you
Not considered suitable: multiple journeys (basically a claim for travelling expenses)
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times)
Category 23 Max Award Criteria
Research Scholarships £750 Award scholarships for research work or special study to inhabitants of the County who graduated from a
Scottish University, and who require financial aid in order to undertake such research.  
Guidelines
* Scholarship only available to post-graduate students 
undertaking a research based degree e.g. Masters or     
PhD (evidence required)
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times)
Category 26 Max Award Criteria
Achievement in Sport £750 Financial aid for the development of talented amateur sports persons. ( e.g. National recognition, with evidence
to support claim)  
Guidelines
* Evidence of cost incurred
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times)
Category 29 Max Award Criteria
Promoting Education
in the Visual Arts,
Music and Drama
£750 Financial assistance to individuals showing exceptional promise in the above areas, enabling them to obtain
special tuition.  
Guidelines
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* Applicant must demonstrate exceptional talent in visual 
arts, music or drama (and have evidence to support 
claim e.g. recognition by a national body)
* Evidence of cost incurred
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times)
Category 30 Max Award Criteria
Exceptional
Circumstances
£750 The Trust may consider applications from individuals not strictly meeting the criteria outlined in any of the other
categories in exceptional circumstances where:
* A protected characteristic (under the Equalities Act) requires an alternative route for an individuals educational
aspirations or attainment – Protected Characteristics (publishing.service.gov.uk) (ie an individual showing
promise or skill in an area of education, sport or art but for example a disability or language barrier means that
they need to take an alternative route to progress)
* Financial hardship is a barrier to an individual further developing or pursuing an emerging talent, skill or
aptitude to the point that they can take advantage of further educational opportunities (ie, a young showing
promise in a musical instrument or sport but unable to purchase equipment or lessons to practice and progress)
* a person has been subject to life altering circumstances which may impact on ability to progress equitably.  
Where a request for support is linked to financial hardship awards may be subject to some means testing and
you must provide details of your income or your household’s income and for example if parents and guardians
receive any of the following benefits: 
Free School Meals or School Clothing Grant
Housing Benefit or Council Tax Reduction
Income Support
Income-based Job Seeker’s Allowance
Any income related element of Employment and Support Allowance
Child Tax Credit or Working Tax Credit
Universal Credit
Pension Credit Guaranteed Credit
Support under Part VI of the Immigration and Asylum Act 1999
* Evidence of cost incurred
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times) 
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Clubs and Groups
Category 24 Max Award Criteria
Support of clubs  £1,500 Grants to assist in the establishment and maintenance of clubs, societies and organisations which promote the
educational benefit of children/young people.  
Guidelines
* Details of financial assistance requested 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.
Sports clubs apply through category 26
Music, Art and Drama apply through category 29 
* Evidence of cost incurred required
Grant can only be claimed for 3 years total within a 20 year period. (Maximum award of 3 times)
Category 26 Max Award Criteria
Achievement in Sport  £1,000 Financial aid for the development of talented amateur sports groups. ( e.g. National recognition, with evidence
to support claim)  
Guidelines
* Only one bid permitted per specific group
* Lanarkshire Schools Sports Associations (e.g. Football, badminton etc. ) would apply for expenses and costs
under category 26b/c.
* Evidence of cost incurred required 
Category 28 Max Award Criteria
Adult Education  £1,500 Financial assistance for lecturers or instructors to cover expenses incurred with the promotion or encouragement
of adult education.  
Guidelines
* Award strictly to cover costs of lecturer / instructor. Details of these specific costs are essential
* Only one bid permitted per specific group
Category 29 Max Award Criteria
Promoting Education
in the Visual Arts,
Music and Drama
£1,500 Financial assistance to groups that enable them to:
* Establish and maintain works of art. Organising, covering the costs of art exhibitions.
* Establish and maintain and equip choirs, bands and orchestras. Organising, covering the costs of concerts /
musical performances.
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* Establish and maintain and equip dramatic groups. Organising, covering the costs of dramatic performances.  
Guidelines
* Evidence of cost incurred required 
* Only one bid permitted per specific group 
Educational Establishments
Category 25 Max Award Criteria
Special Equipment  £1,000 Grants available to the education authority for the purposes of improving the efficiency of education in schools
by providing special equipment in the pursuit of individual or group excellence.  
Guidelines
* Only one bid permitted per establishment per annum
* Maximum of 3 years in 20 year period
* Evidence of cost incurred required
Category 26 Max Award Criteria
Achievement in Sport  £1,000 Financial aid for the development of talented amateur sports groups. ( e.g. National recognition, with evidence
to support claim).  
Guidelines
* Only one bid permitted per specific group
* Lanarkshire Schools Sports Associations (e.g. Football, badminton etc. ) would apply for expenses and costs
under category 26b/c.
* Evidence of cost incurred required 
Category 27 Max Award Criteria
Educational Excursions  Number of
individuals
Maximum
Level of Award
Grant to the Authority to assist in the cost of any excursions (conducted by the authority) of an educational
nature in the pursuit of academic excellence. 
0-15 £5,000
16-29 £10,000
30+ £15,000
Guidelines
* Educational Establishment application – Educational activities for pupils/learners which enables them to
travel within Great Britain or abroad for any purpose of an educational nature are considered as a group and
subject to scale of awards:
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*  Only one bid permitted per establishment per annum
* Projects not considered would include those initiatives already funded by the education authority e.g
Supported Study, Easter Schools etc
Category 29 Max Award Criteria
Promoting Education
in the Visual Arts,
Music and Drama
£1,500 Financial assistance to educational establishments that enable them to
* Establish and maintain works of art. Organising, covering the costs of art exhibitions.
* Establish and maintain and equip choirs, bands and orchestras. Organising, covering the costs of concerts /
musical performances.
* Establish and maintain and equip dramatic groups. Organising, covering the costs of dramatic performances.  
Guidelines
* Evidence of cost incurred required 
* Only one bid permitted per specific group 
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