Slides used during Big Local legacy south meeting 3, in London

1. Incorporation
St Matthews Big Local

2. In the beginning
 29th
Feb 2012
The
Community
LTO
Local Trust

3. It begins
 August 2012
Steering
Group
LTO
Local Trust

4. A Plan appears
 August 2014
Big Local
Partnership
LTO
for
Grants
s
Local Trust
LTO

5. Tough Times for small LTOs
 September 2015
Big Local
Partnership
LTO
Grants
Local Trust
LTO

6. What do you want to do?
Why do you want to do this – how will this help deliver your vision and
aims?
Whether charitable status is appropriate
How will the organisation become financially sustainable – will you
have more than Big Local funding
 what is the relationship between the new organisation, the Big Local
partnership and your existing LTO(s)?
 How can you make sure that the Big Local plan developed by your
Big Local partnership is supported by the new organisation and that
residents’ wishes continue to be respected after the Big Local
programme finishes?
 what are the legal requirements associated with the legal identity you
choose.

7. Issues for discussion and
decision before you choose a
legal identity
 Purpose - what will the organisation aim to
achieve?
 Practice - what will the organisation do -
can others do it for you?
 Principle - Is it charitable?

8. Do I look like a charity?
 must be for public benefit
(a) the prevention or relief of poverty
(b)the advancement of education
(c) the advancement of religion
(d) the advancement of health or the saving of lives
(e) the advancement of citizenship or community development
(f) the advancement of the arts, culture, heritage or science
(g) the advancement of amateur sport
(h) the advancement of human rights, conflict resolution or reconciliation or the
promotion of religious or racial harmony or equality and diversity
(i) the advancement of environmental protection or improvement
(j) the relief of those in need, by reason of youth, age, ill-health, disability, financial
hardship or other disadvantage
(k) the advancement of animal welfare
(l) the promotion of the efficiency of the armed forces of the Crown, or of the
efficiency of the police, fire and rescue services or ambulance services
(m) any other purposes currently recognised as charitable or which can be
recognised as charitable by analogy to, or within the spirit of, purposes falling
within (a) to (l) or any other purpose recognised as charitable under the law of
England and Wales

9. Options for incorporation
 Autumn 2015
Big Local
Partnership
Co Ltd By
Guarantee
Co-op Com
Ben
CIC
Charity CIO

10. Form Follows Function
 December 2015
Big Local
Partnership
Charity
CIO

11. Negotiation with Local Trust
 Winter 2015/16
Big Local
Partnership
LTO
for
Grants
s
Local Trust
LTO

12. A new Start
 April 2016
Big Local
Partnership
CIO
LTO
Local Trust

13. All under one roof
 September 2016
Big Local
Partnership
CIO
LTO
Local Trust

14. St Matthews Big Local
Leicester

15. Limited Liability

16. St Matthews Big Local
(Leicester)
 All Partnership members are also Trustees of
the CIO
 No external trustees
 Fortnightly meetings

17. Responsibilities
 Annual accounts and
reports to Charity
Commission
 Financial reporting to
Local Trust
 Employer
 Leases

18. Benefits
 8 year lease on St
Matthews House from
Diocese
 25 year lease for land for
Cruyff Court, MUGA and
Memorial Garden
 Directly Employ staff
 Receive Charitable grants
 Keep LTO 5% fee in house

19. Things to consider
 Which hat am I wearing at the meeting?
 Partnership member?
 CIO Trustee?
 LTO?