Research & Appeals Committee - Investigating the Appeals for Financial Assistance

Research & Appeals Committee
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Research & Appeals Committee - Our Mandate

 

Investigate appeals to the Club for financial assistance for projects within Toronto (preferably in the downtown area), giving priority to the fields of health, education, youth and welfare. It makes recommendations to the foundation board supporting “seed money and new initiative requests rather than for operating costs” and requires that recipients have registered charitable status, demonstrate the seriousness of the problem as well as the ability of the organization to achieve lasting results. The Committee meets at the call of the chair. 

Research and Appeals Committee

A committee of the Rotary Club of Toronto Charitable Foundation

 

Research and Appeals Committee Annual Report 2012-2013

The Research and Appeals Committee (“R&A”) reviews unsolicited appeals for funding that are received in the office.   R&A does not solicit or advocate on behalf of any organization. Its role is restricted to carrying out due diligence reviews and making recommendations to the Board of the Rotary Club of Toronto Charitable Foundation        (“the Board”). The Board authorizes all grants. The Research and Appeals Committee’s role is strictly advisory.
 
Research and Appeals reviews appeals by applying its Project Evaluation Guidelines. The focus is the Toronto downtown area with an emphasis on seniors, youth, and community programs. Applications must have registered charitable status to be considered. Grants are not given to individuals.
 
Each appeal is allocated to a committee member who carries out a review. This may involve visiting the appeal premises, interviewing the appeal executive director and examining relevant financial information. The committee member makes a presentation to R&A which then votes on each appeal. All R&A recommendations to the Board are the result of a collective decision of the committee.
 
In 2012-2013, Research and Appeals reviewed 49 appeals. Of those, 20 were approved by the Board.
 
The successful appeals were:
 
  • Elizabeth Fry Society
  • Fred Victor Mission
  • Central Toronto Community Health
  • Humewood House
  • Sunshine Centre for Seniors
  • St. Mathew Bracondale House
  • Duke of Edinburgh’s Award
  • Casey House Hospice
  • Belmont House Foundation
  • Ve’ahavata
  • Mid Toronto Community Services
  • Toronto Brigantine
  • Mixed Company Theatre
  • Volunteer Readers
  • TREC Charitable Foundation
  • Gilda’s Club
  • Southern Ontario Library Service
  • Victim Services Toronto
  • AIS
  • The Yonge Street Mission
 
The previously mentioned  appeals fell into the following categories of service:
 
                                          Number
                                        of appeals
   Aboriginal                          1 
   Community                        4
   Seniors                               6
   Women                              3
   Youth                                 6
Total successful appeals     20 
 
A total of $234,724 was approved for payment by the Rotary Club of Toronto Charitable Foundation Board in 2012-2013. The smallest grant was $1,000. The largest grant was $25,000. The amount of the average grant was $11,736.
 
Centennial Projects
 
In 2012-2013, Research and Appeals took on an additional area of responsibility. At the direction of the Club President, Research and Appeals members assumed the role of monitor of the Centennial projects. This role involved carrying out a review of Centennial projects before the disbursement of funds. This review was intended to ensure, as far as possible, that the project paperwork was complete and adequate, and that no material changes had been made to the project in the period between the initial approval of the project and the disbursement of funds.
 
 
Chair
 
James Hunter, Chair
The Research and Appeals Committee ( “R&A” ) reviews unsolicited appeals for funding that are received in the office.   R&A does not solicit or advocate on behalf of any organization. Its role is restricted to carrying out due diligence reviews and making recommendations to the Board of the Rotary Club of Toronto Charitable Foundation        ( “the Board” ). The Board authorizes all grants. R&A’s role is strictly advisory.
 
R&A reviews appeals by applying its Project Evaluation Guidelines. The focus is the Toronto downtown area with an emphasis on seniors, youth, and community programs. Applications must have registered charitable status to be considered. Grants are not given to individuals.
 
Each appeal is allocated to a committee member who carries out a review. This may involve visiting the appeal premises, interviewing the appeal executive director and examining relevant financial information. The committee member makes a presentation to R&A which then votes on each appeal. All R&A recommendations to the Board are the result of a collective decision of the committee.
 
In 2012-2013, R&A reviewed 49 appeals. Of those, 20 were approved by the Board.
 
The successful appeals were:
 
  • Elizabeth Fry Society
  • Fred Victor Mission
  • Central Toronto Community Health
  • Humewood House
  • Sunshine Centre for Seniors
  • St. Mathew Bracondale House
  • Duke of Edinburgh’s Award
  • Casey House Hospice
  • Belmont House Foundation
  • Ve’ahavata
  • Mid Toronto Community Services
  • Toronto Brigantine
  • Mixed Company Theatre
  • Volunteer Readers
  • TREC Charitable Foundation
  • Gilda’s Club
  • Southern Ontario Library Service
  • Victim Services Toronto
  • AIS
  • The Yonge Street Mission
 
These appeals fell into the following categories:
 
                                          Number
                                        of appeals
   Aboriginal                          1 
   Community                        4
   Seniors                               6
   Women                              3
   Youth                                 6
Total successful appeals     20 
 
A total of $234,724 was approved for payment by the Board in 2012-2013. The smallest grant was $1,000. The largest grant was $25,000. The amount of the average grant was $11,736.
 
Centennial Projects
 
In 2012-2013, R&A took on an additional area of responsibility. At the direction of the Club President, R&A members assumed the role of monitor of the Centennial projects. This role involved carrying out a review of Centennial projects before the disbursement of funds. This review was intended to ensure, as far as possible, that the project paperwork was complete and adequate, and that no material changes had been made to the project in the period between the initial approval of the project and the disbursement of funds.
 
***********************************
 
Submitted by James Hunter, Chair, Research & Appeals Committee
 
Annual Report for twelve months ended June 30, 2012

 

The Research and Appeals Committee (“R&A”) reviews unsolicited appeals for funding that are received in the office. Research and Appeals Committee does not solicit or advocate on behalf of any organization. Its role is restricted to carrying out due diligence reviews and making recommendations to the Board of the Rotary Club of Toronto Charitable Foundation (“the Board”). The Board authorizes all grants. Research and Appeals role is strictly advisory.

 

The Research and Appeals Committee reviews appeals by applying its Project Evaluation Guidelines. The focus is the downtown area with an emphasis on seniors, youth, and community programs. Applications must have registered charitable status to be considered. Grants are not given to individuals.

 

Each appeal is allocated to a committee member who carries out a review. This may involve visiting the appeal premises, interviewing the appeal Executive Director and examining relevant financial information. The committee member makes a presentation to Research and Appeals Committee which then votes on each appeal. All Research and Appeals recommendations to the Board are the result of a collective decision of the committee.

 

In 2011 – 2012, Research and Appeals reviewed 37 appeals, of those, 18 were approved by the Board.  The successful appeals were:

 

•          Big Brothers Big Sisters

 

•          Words in Motion

 

•          Artheart Community Centre

 

•          SKETCH

 

•          Toronto Public Library Foundation

 

•          Dress for Success

 

•          Voice for Hearing Impaired Children

 

•          About Face Trailblazers Camp

 

•          AIS Accommodation Information Services

 

•          Harmony Hall Centre for Seniors

 

•          Talisker Players

 

•          Sanctuary Ministries

 

•          Romero House

 

•          House of Compassion

 

•          Christie Refugee Centre

 

•          Care Canada – Honduras Water

 

•          WASRAG

 

•          Writers in Electronic Residence.

 

These appeals fell into the following categories:

 

                                      Number

 

                                     of appeals

 

   Community                           4

 

   International                         2

 

   Seniors                                 3

 

   Youth                                    9

 

   Total successful appeals       18  

 

 

 

A total of $155,671 was approved for payment by the Board in 2011- 2012. The smallest grant was $2,000. The largest grant was $23,000.

 

Centennial Projects

 

In 2011-2012, the Research and Appeals Committee took on an additional area of responsibility. At the direction of the Club President, Research and Appeals members assumed the role of monitor of the Centennial projects. This role involves carrying out a review of the Centennial projects before the disbursement of funds. This review is intended to ensure, as far as possible, that the project paperwork is complete and adequate, and that no material changes have been made to the project in the period between the initial approval of the project and the disbursement of funds.

 

***********************************

 

Chair

 

James Hunter

 

 

 

 
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