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COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 1

Our year 2013

25 YEARS Enriching lives through eective giving


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25 years enriching lives through effective giving

Our Year 2013 sponsors Ward Hadaway is one of the largest law firms in the North of England with offices across the region, but with our roots firmly in the North East. As a firm, we have always believed in playing a full part in the community which we serve and, as such, we are proud to be the sponsors of the Community Foundation Yearbook for 2013.

• Bede's World in South Tyneside was supported by the Port of Tyne Community Action Fund to engage people in the maritime history of the area.

Introduction The Community Foundation serving Tyne & Wear and Northumberland is a charity that strengthens communities and enriches local life through effective giving. We are the hub for community philanthropy in our area: individuals, families, businesses and other charities give through us to help local people, communities and causes. The themes that underpin our work to inspire and support giving are:

Ward Hadaway has had a long and successful association with the Foundation and we are enthusiastic supporters of its work. We operate our own Fund within the Foundation, backing projects and organisations which promote health and help young people in communities across Tyne and Wear and Northumberland. We believe that the Community Foundation stands for all that is best about the North East, and we are delighted to be able to play a part in its continuing success. Jamie Martin OBE, Managing Partner, Ward Hadaway

• supporting people to overcome disadvantage, • creating stronger communities, and • making the area a good place to live. Everyone can be a philanthropist through the Community Foundation. Our Yearbook tells the story of those who are already gaining the enjoyment and reward of giving back to their

communities. You can be next. Across our region, the case for supporting local communities has never been stronger.

To find out more, contact us on 0191 222 0945 or visit www.communityfoundation.org.uk


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Community Foundation - Our year 2013

Chair’s welcome The headlines on this page of what the Community Foundation has achieved, through the generosity of our donors and supporters over 25 years, speak for themselves. As the largest community foundation in the UK, we’re often asked to what we owe our success. I can offer three answers. First, we were born into a region that already knew a great tradition of philanthropy. We grew up in that culture, and perhaps energised it too, enabling people who might never have thought of themselves as philanthropists to be just that. Second, we here have a sense of place and identity as strong as anywhere in the UK. When your community is your cause – as it is with us – that connection to where people live and work is crucial. My third answer is about that word community in our name, which means much more than a line on a map. We were established as a partnership between individuals, businesses, public bodies and voluntary groups – constituencies that make up our membership and our Board. This wide involvement makes us accountable and credible.

• Celebrating the Foundation’s 25th birthday, from left: Chair Ashley Winter, former Chair Hugh Welch, founding Director George Hepburn, and Chief Executive Rob Williamson.

But what of our future? We’ve been described as a three-legged stool: one leg is our work supporting donors to give locally to causes they care about; the second is our funding for groups; the third is our leadership work – speaking up for our communities. Sitting atop the three legs, the seat holding everything together, is our endowment: a community asset, invested to benefit people now and for generations to come, and immune to the whims of government policy. Although reaching 25 is a chance to celebrate, we must acknowledge that our region has been affected by the economic downturn and by reductions in public expenditure, and the impact on poverty and disadvantage is being felt. To better serve our communities we must continue to grow, we must have even more impact and, at the same time, we must ensure we as an organisation are sustainable and act as a good corporate citizen. Our immediate ambition is to raise the endowment to £60m by the end of 2016 and to give out around £5m in grants every year for the next three years.

Growing a community foundation is a relay race. I thank my fellow Board members, Rob Williamson and our dedicated staff team for their continued efforts and energy. We know we must hand on a baton to future trustees and staff who will, one day, mark our 50th, 75th and 100th birthdays, and beyond, hopefully with even greater pride in the Foundation’s achievements.

Ashley Winter OBE, Chair

Our 25 years:

50 million endowment £90m in grants 300 donor funds www.communityfoundation.org.uk 1


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25 years enriching lives through effective giving

• Fairshare celebration: Local people come together to celebrate 10 years of Fairshare funding in Blyth, Northumberland.

Chief Executive’s review In our Yearbook, we always highlight the inspiring stories of work done by civil society organisations, supported by the generosity of our donors and partners. But we cannot ignore the challenges the voluntary sector faces resulting from increased demand and reduced funding opportunities.

2 www.communityfoundation.org.uk


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Community Foundation - Our year 2013

In this context, local philanthropy is more crucial than ever, and it is beholden on the Community Foundation to ensure we help our donors and partners give in the most effective ways, whilst fulfilling their own passions and intents. We have long sought to match local needs with donors’ interests – indeed, doing so is at the heart of the community foundation model. Our Vital Signs initiative takes this a major step further. Drawing on an established Canadian model, Vital Signs – through reports, website and social media – identifies the challenges and opportunities our area has, and the steps philanthropists can take through civil society organisations to respond to them. We are playing a leading role in the national pilot, and we have published the first report in the UK: Tyne & Wear’s Vital Signs, with Northumberland’s Vital Signs following in October 2013, at the same time as reports in other parts of the UK, across Canada and in some other countries where the idea is taking root. Vital Signs is grounded in both quantitative and qualitative evidence but, importantly, it is not written for a ‘policy-wonk’ audience, rather an interested public. And what we publish is not the last word on local issues, but part of a wider conversation which should inform our own priorities and, perhaps, stimulate others to take action in our communities.

• Tyne & Wear’s Vital Signs report – the first in the UK.

As an endowed charity, to steal a line from the Joseph Rowntree Foundation, we are independent but we are not neutral: we are firmly on the side of communities in our area and unapologetically speak up for them. It is fitting, then, to publish Vital Signs in our 25th year, since it builds on a strong tradition of our highlighting the critical issues affecting our communities, dating back to our first analysis of social needs which was carried out by Professor John Veit-Wilson in 1990. Looking forward, we will increasingly use Vital Signs to steer our work and to help us find inventive ways of shining a light on unmet needs and less well supported causes. In April 2013, our event with The Funding Network introduced local donors to five inspiring projects supporting women living in challenging circumstances, with the opportunity to ‘give live’ alongside others. Our advice and engagement work developing through the Philanthropy Fellowship, meanwhile, is helping more of our donors think through the purposes of their giving, ensuring it is both effective and rewarding.

Our year highlights • We awarded £5.4m in 1,656 grants in the year to 31 March 2013. • £2.1m was added to our endowment plus annual gifts worth £3.1m. In total 19 new funds were set up. • Tyne & Wear’s Vital Signs, the first report of its kind in the UK, was published. • We exceeded our targets for Community First, the Government scheme matching endowment donations. • Ringtons made an additional gift which, with match, took the total of its endowment funds over £1m. • Port of Tyne trebled its annual gift following our community consultation. • The Esmée Fairbairn North East Fund was established, totalling £0.5m over three years. • The 10-year Fairshare programme ended with celebration events in Ashington and Seaton Valley, Northumberland.

Rob Williamson, Chief Executive

• Guy Readman OBE won the inaugural North East philanthropy award, with Lyn and Trevor Shears OBE and Sir Ian Nicholson also shortlisted. • Our giving circle run with The Funding Network raised £14k for local projects working with women.

• The team from Tyneside Rape Crisis Centre present at our event with The Funding Network.

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25 years enriching lives through effective giving

Individual and family philanthropy The last 25 years has given us a wealth of experience in helping individuals and families think through what philanthropy means to them, and then find the best ways to achieve their giving goals. Three examples from the year show how we have helped people who share a desire to support local communities, but who had different ideas about how to do so. The Lily Matthews Fund was set up by a donor for whom, initially, anonymity was an absolute requirement. The Fund was the result of a legacy and the donor was clear on the causes to be supported: social justice with an emphasis on the environment, mental health and combatting domestic abuse. They had done some research about organisations working locally and wanted our help to bring these elements together into a coherent programme that would honour the

legacy and see it used to support these tough and often under-funded issues. Having worked with us and seen the difference the grants have made, the donor, Oliver Swingler, has now made the decision to ‘go public’ about his giving. The Lendrum Family Community First Fund was established by Chris and Margaret Lendrum to support communities in Northumberland, especially their local village of Shilbottle. The Fund was helped on its way as part of the Community First match challenge. Chris and Margaret are no strangers to community foundations, having been supporters of County Durham Community Foundation for a number of years and, indeed, Chris is a trustee there. Their motivation in establishing the fund with us was to give back to the area in which they live and which they know faces many problems. The Fund’s first grant to the Shilbottle Community Hall will promote its use to

encourage residents to develop new activities including an IT club where training and access to computers will help develop employment skills. Chris said: “If, like us, you are interested in improving opportunities for people in the North East, giving through community foundations is the obvious way to go. The depth of knowledge they have about the groups working in a local area is just so useful and helps us reach people who will make really good use of the help we can provide.” Pamela Denham, a long-term supporter and former Board member of the Foundation, has used the flexibility we offer in different ways to give to achieve her varied philanthropic goals and interests. She is a founder member of Community Ventures (see page 19) and gives her time to local charities to help them become stronger, more resilient organisations. This has usually been by coaching key staff.

Our year – remembering Brian Roycroft OBE This year saw the tenth anniversary of the death of Brian Roycroft OBE. When he retired as Director of Social Services in Newcastle, Brian had established a fund at the Community Foundation focused on helping young care leavers make a successful transition to adult life. To mark the anniversary, the Community Foundation worked with Northumbria University and the Brian Roycroft Fund panel to hold a lecture in his memory.

4 www.communityfoundation.org.uk

The keynote speaker was Professor Mike Stein, a renowned expert the world of substitute care for young people. Mike Worthington OBE who, as a friend of Brian, chairs the Fund panel said: “The lecture was authoritative and provided a highly enjoyable evening for Brian’s family, friends and colleagues. It was a fitting tribute and Brian would have been immensely pleased to see what his Fund has achieved.” • Brian Roycroft OBE


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Community Foundation - Our year 2013

• Pamela Denham CB

• Chris and Margaret Lendrum at Shilbottle Community Hall in Northumberland.

Pamela has also established the Pamela and Dorothy Denham Funds at the Community Foundation, adding part of her legacy from her late mother-in-law, Dorothy, to her own original donations. Part of the Funds’ income supports the Women’s Fund, of which she was the first chair, where it joins with donations from others to ensure the fund continues to grow and help women in perpetuity. With the remainder of the income, Pamela has opted to support projects which help older people, this year the Befriending Service at Age UK Newcastle.

Flexibility and choice are important in philanthropy because, at its best, it is a dynamic process where motivations change with time and circumstance. We are particularly aware, for example, that many of our supporters are now thinking about how to involve their children, and even grandchildren, in philanthropy. What is important to a first generation philanthropist will be different for the succeeding generations.

Guy Readman OBE was named as the winner of the North East Philanthropy Award at the Voluntary Organisations North East (VONNE) awards in May. Sponsored by the three North East community foundations, the award was given in recognition of twenty years of support Guy has given to local community groups and organisations.

Guy was nominated along with three other leading local philanthropists; Lyn and Trevor Shears OBE and Sir Paul Nicholson. After receiving the award Guy said: “Local charities and community organisations provide vital services. Helping them is not a good thing to do, it is the right thing to do. What I along with Lyn, Trevor and Sir Paul hope is that this award encourages others to join with us to ensure that the work continues.”

• Guy Readman OBE

Our year – Guy Readman OBE wins the first North East Philanthropy Award

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Individual and family funds Endowment Funds Fund Name

Activities

Frank Acfield Fund

Grants to be made in 2013-14

Adderstone Fund

1 grant

Anonymous L Fund

Grants to be made in 2013-14

Anonymous R Fund

7 grants

£3,400

Stuart Ayre Fund

2 grants

£480

Nancy Barbour Award

Managed with the Women's Fund

Barnes Fund

4 grants

£6,914

Barnes Grassroots Fund

1 grant

£1,955

Jeremy Beecham Schools Fund

Building income

Barbara and Chris Beith Fund

2 grants

£175

Bellingham Fund

3 grants

£1,500

Ron & Louise Bowey Funds (including Grassroots)

18 grants

£62,621

The Muriel Campbell Fund

1 grant

£2,772

Chrysalis Fund

1 grant

£980

Joan and Alastair Conn Fund

Building income

Sir Tom Cowie Fund

5 grants

£39,866

John D Grassroots Fund

6 grants

£10,642

Duncan and Sarah Davidson Fund

2 grants

£1,300

Pamela and Dorothy Denham Funds (including Grassroots)

Supports the Women's Fund

Evangelical Fund

Grants made in 2013-14

Express Enterprise Fund

Building income

Fogo Funds (including Grassroots)

11 grants

£32,366

George and Peggy Fund

4 grants

��3,974

David Goldman Awards

4 grants

£24,445

Ian and Jane Gregg Fund

Supports the Vital Tyne & Wear Fund

Grounds Family Fund

Building income

If Only… Funds (including Grassroots)

Building income

The Hokey Cokey (that's what it's all about) Fund

Building income

Hoult Family Grassroots Fund

Grants made in 2013-14

Jackie Haq Fund for Scotswood

5 grants

£2,305

Michael and Christine Heppell Fund

2 grants

£950

Heyman Travelling Scholarships Fund

6 grants

£10,468

I'Anson Family Fund

Grants made in 2013-14

Kellett Fund

10 grants

Kerry Grassroots Fund

2 grants

June King Fund

New fund

Leech Challenge Fund

2 grants

£3,500

William Leech Charity Fund

2 grants

£10,000

6 www.communityfoundation.org.uk

Total

£2,500

£173,588 £1,980


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Endowment Funds (Continued) Fund Name

Activities

Total

Linden Family Fund

16 grants

Maudslay Family Funds (including Grassroots)

Building income

Mitford Fund for Northumberland

Building income

Moor Fund

Supports the Tiny Lives Fund

NEF Grassroots Fund

1 grant

Emma Newton Fund

9 grants

£4,924

Patch Fund

14 grants

£11,200

Percy Family Fund

1 grant

£2,119

Prime Fund

6 grants

£13,577

Prime Grassroots Fund

4 grants

£14,067

Readman Family Grassroots Fund

20 grants

£40,814

Carrie Reay Grassroots Fund

3 grants

£2,825

Reeds Grassroots Fund

6 grants

£12,400

Riding Grange Grassroots Fund

8 grants

£7,980

Jane Robertson Alnwick Fund

2 grants

£580

Brian Roycroft Fund

22 grants

£10,081

Shears Grassroots Fund

5 grants

£6,718

Smail Family Fund

8 grants

£4,000

Johnnie and Tricia Smith Fund

Building income

South Tyne Valley Fund

1 grant

Barry and Faga Speker Fund

2 grants

St Cuthbert's Fund

Supports repairs to St Cuthbert's Church

Star Fund

7 grants

Sutherland Fund

Supports the Vital Northumberland Fund

Suz Grassroots Fund

1 grant

Taylor Fund

12 grants

£19,138

Tess Fund

2 grants

£1,600

Thornton Family Grassroots Fund

7 grants

£5,550

Three Valleys Funds (including Grassroots)

5 grants

£7,000

Treeline Funds (including Grassroots)

15 grants

£3,340

Tyne & Wear Grassroots Fund

2 grants

Vicky F Grassroots Fund

1 grant

£1,200

Watkin Family Fund

9 grants

£27,250

Ted Weekes Fund

8 grants

£6,904

Willis Charitable Fund

1 grant

Winter Family Funds (including Grassroots)

6 grants

£11,325

C H Wood Fund

1 grant

£4,500

£42,871

£2,000

£513,461 £350 £9,950 £2,000

£647

£650

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Individual and family funds Community First Trust for Tyne & Wear and Northumberland (Endowment funds established with match from the Government's Community First programme)

Fund Name

Activities

Blackett Family Community First Fund

New fund

Pamela and Dorothy Denham Community First Fund

Managed with the Pamela and Dorothy Denham Fund

Fausta and Rosemary Community First Fund

New fund

Hokey Cokey Community First Fund

Managed with the Hokey Cokey Fund

Hoult Family Community First Fund

Managed with the Hoult Family Grassroots Fund

HunterPemberton Community First Fund

New fund

Kerry Community First Fund

Managed with the Kerry Grassroots Fund

Lendrum Family Community First Fund

New fund

Linden Community First Fund

Managed with the Linden Fund

Pea Green Boat Community First Fund

New fund

Readman Community First Fund

New fund

Reeds Community First Fund

Managed with the Reeds Grassroots Fund

Riddell Family Community First Fund

New fund

Shobha & Triloki Srivastava Community First Fund

New fund

Spriggs Family Community First Fund

New fund

Acorn Funds (Endowment funds which are growing over time; some contribute their income to other funds)

Fund Name

Fund Name

AJM

Proudfoot Family

Baring Family

Georey and Ann Purves

Christopher Beadle

The P Z

Burnell Family

Matthew Ridley

Abigail and Stephen Crampton

Jenny Saunders

Andrew and Charlotte Dixon

Shipley Family

Dream Jar

Esmee Slattery

Elgon

Speke Family

David and Gitta Faulkner

Spriggs Family

Adrian and Ingrid Giord

Shobha and Triloki Srivastava Grassroots

Margaret Gordon Memorial

Storey Family Grassroots

HECTOR

Strachan Family

Henderson Family

Strachan Family Grassroots

Hillside

Weightman

Langley Family

Welch Family

McIntosh

WheelchairSteve

Mate Family

Sue Wilson

Alan Morse Grassroots

The Lucy Winskell

8 www.communityfoundation.org.uk


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Revenue funds Fund Name

Activities

Total

Anonymous M Fund

1 grant

Peter & Angela Barratt Fund

Building income

Crozier Fund

Building income

John D Fund

10 grants

£12,375

Hugonin Family Fund

2 grants

£5,700

Josephs Family Fund

2 grants

£1,000

David Mattu Fund

Building income

Helen McArdle Fund

8 grants

£56,000

Lily Matthews Fund

55 grants

£162,980

Out and About Fund

12 grants

£69,754

Readman Foundation

7 grants

£10,282

Ridley Family Fund

17 grants

£43,453

Share Family Fund

Building income

Watson Family Fund

3 grants

£14,250

£6,500

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25 years enriching lives through effective giving

Corporate giving Local businesses are continuing to invest in our communities through their charitable giving at the Community Foundation, despite the tough economic times. Ringtons Ltd has reached its goal of having a fund worth £1million at the Community Foundation. The Fund was first established in 1995, and since then the company has added to it several times.

• Colin Smith of Ringtons (right) marks the goal of a £1m fund with grantee North Tyneside Disability Forum.

10 www.communityfoundation.org.uk

In the last year, it was able to make another donation which, together with match through the Community First endowment challenge, meant it had reached its goal. Whilst it has been building, the family members that make up the advisory panel have guided 165 grants of more than £290,000 from the Fund.

The Fund has also matched money raised by Ringtons’ employees for their chosen charity, Gateway into the Community, which supports people with learning disabilities in Northumberland. The Fund will again match staff fundraising this year to support Longbenton Youth Project in North Tyneside.

This year, the Ringtons Fund has supported St Martin’s Centre Partnership for a confidence and awareness-raising programme for young mothers from Byker and Walker in Newcastle, the city’s Ouseburn Farm for family-friendly growing and cooking activities, and Ford, Pallion and Millfield Community Development Project in Sunderland for an outdoor community space for older people.

Another corporate donor to take advantage of the Community First endowment match offer is Akzo Nobel, which has been able to increase its annual donation to the endowment fund through this initiative, and thereby support more community activity across its focal area of Gateshead.


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Community Foundation - Our year 2013

• Barrasford Village Hall in west Northumberland received support through the EDF Energy Green Rigg Wind Farm Community Benefit Fund.

Port of Tyne established its revenue fund at the Community Foundation in 2007 which has awarded over £200,000 in grants, guided by a staff advisory panel. In 2012, the Port commissioned the Foundation to conduct a community consultation to determine need and issues affecting the areas in which the Port operates. Using the findings and recommendations, the Fund was renamed the Port

of Tyne Community Action Fund, its aims refocused and, crucially, the annual donation increased to 1% of pre-tax profits. This will see a three-fold increase in the amount given each year by the Port of Tyne from 2013.

The RWE npower renewables Middlemoor Wind Farm Community Fund was also established this year and will support charitable projects prioritised by a local panel for the communities within the parish of Eglingham, Northumberland.

The EDF Energy Green Rigg Wind Farm Community Benefit Fund was established this year. It will support community projects for local people living near to the wind farm, which is near Birtley, Northumberland. In addition there is a oneoff donation specifically to support projects in Otterburn which forms part of the community benefit package from EDF Energy.

Our corporate sponsors and event supporters over the past year were UBS, Investec, Rathbones, Deloitte, Barclays Wealth, Muckle LLP, Cooperative Bank and Gilbert Johnston Photography. Their generosity ensures we keep our costs to a minimum whilst delivering high quality events and publications that help to attract new donors.

• Jonathan Brown, UBS.

Our year – a great AGM supported by UBS “UBS was again delighted to support the Community Foundation's AGM in 2012 held at Wallsend Memorial Hall & People's Centre. Recently renovated, ‘The MEM’ was a fitting location as it has been a venue for community gatherings since it was founded in the 1870s. It was a convivial evening with supporters and beneficiaries old and new coming together to celebrate the excellent work of the Foundation.” Jonathan Brown, UBS

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Corporate funds Endowment Funds Fund Name

Activities

Total

Akzo Nobel International Paint Fund

25 grants

£16,018

Amec Offshore Fund

5 grants

£9,400

Bellway Fund

3 grants

£950

Benfield Motors Fund

2 grants

£9,280

Bonas Machine Company Fund

2 grants

£1,000

Canford Audio Fund

Building income

CNL Young People's Fund

14 grants

£45,272

Fergusons of Blyth Fund

2 grants

£5,700

Green Scheme

Building income

John Laing Fund

2 grants

JPMorgan Fund

Building income

Muckle LLP Funds (including Grassroots)

57 grants

£42,770

Newcastle Brown Ale Fund

5 grants

£14,527

Newcastle Building Society Community Fund

20 grants

£5,900

North East Brewers Fund

1 grant

£5,000

Northern Powergrid Fund

4 grants

£8,879

Northumberland Group Fund

4 grants

£12,148

Northumbrian Water Fund

10 grants

£4,835

P&G Funds (including Grassroots)

19 grants

£17,130

PricewaterhouseCoopers Fund

Grants made in 2013-14

Ringtons Fund

7 grants

£23,967

Rolls-Royce Fund

2 grants

£1,000

SMD Fund

1 grant

£1,690

Tolent Fund

Supports the Vital Tyne & Wear Fund

Tyne Tees Television Fund

Supports the Vital Tyne & Wear Fund

Vaux Fund

5 grants

Virgin Money Fund

Grants made in 2013-14

Ward Hadaway Fund

1 grant

£14,500

£8,190 £200

Community First Trust for Tyne & Wear and Northumberland (Endowment funds established with match from the Government's Community First programme)

Fund Name

Activities

Akzo Nobel Community First Fund

New fund

Ringtons Community First Fund

New fund

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Revenue Funds Fund Name

Activities

Total

BNS Telecom Fund

1 grant

Dicksons Fund

Building income

Gateshead Housing Company Community Fund

17 grants

£49,055

Nigel Wright Consultancy Fund

13 grants

£10,000

North 150 Fund

7 grants

£18,232

Owen Pugh Fund

12 grants

£15,000

Port of Tyne Community Action Fund

17 grants

£60,624

£162

Rio Tinto Alcan Fund

7 grants

£4,121

RWE Npower Renewables Kiln Pit Hill Wind Farm Community Benefit Fund

7 grants

£15,000

Sage Community Fund

10 grants

£35,297

Santander Social Enterprise Development Award

15 grants

£285,197

Specials Laboratory Fund

5 grants

The EDF Energy Green Rigg Wind Farm Community Benefit Fund

New fund

The EDF Energy Green Rigg Wind Farm Community Benefit Fund (Otterburn)

New fund

UK Land Estates Fund

8 grants

£2,500

£6,074

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25 years enriching lives through effective giving

• Caroline Gitsham and John Ford from Gentoo mark the first corporate gift to the Give2 Sunderland Fund.

Theme and affinity funds The Community Foundation’s theme and affinity funds enable people with common interests to share ideas and pool their giving for greater impact. 14 www.communityfoundation.org.uk


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Community Foundation - Our year 2013

Some donors choose to give through our unrestricted endowment funds which, during the year, provided £31,900 in grants. A further £99,242 was allocated to projects including Vital Signs, LEAF, Community Ventures and the North East Fund for the Arts.

Our Give2 Funds for Gateshead, Newcastle, North Tyneside, Northumberland, South Tyneside and Sunderland were launched this year, and the first grants have been made to groups including Emmaus Gateshead for accountancy software, Northbourne Street Youth Initiative in Newcastle for Gold Duke of Edinburgh Award expedition costs, Making Waves Community Choir in North Tyneside for running costs, Seaton Delaval & Holywell Community Association in Northumberland towards a young person’s volunteer group and Sunderland North Family Zone towards its Impact Project for people with learning disabilities.

The defining and unique feature of the Survive to Thrive Fund is that it exists solely to build stronger organisations, ensuring the benefit continues beyond one year. This is not an easy cause to support, and the six donors who have joined with Guy Readman OBE have demonstrated genuine leadership in philanthropy. The Fund has now made 14 grants. As would be expected with investments in a process of change, not everything has gone as planned, but those funded organisations with a simple achievable goal and the resilience to learn from delays and frustrations now have a way forward.

From 2013, our unrestricted endowments will be known as the Vital Tyne & Wear and Vital Northumberland Funds. This step is intended to encourage donors to give in support of the issues identified through our Vital Signs publications. An allocation from the Funds has also been made to support our partnership working with national charitable funders, enabling us to secure up to £35 of grant funding on local projects for every £1 invested.

The Women’s Fund awarded 18 grants during the year totalling nearly £30,000. One grant was made to Gateshead Crossroads Caring for Carers, which wanted to provide more support and opportunities for women who are being cared for by their children in order to help relieve pressures at home. Vera Baird QC, the Northumbria Police and Crime Commissioner, was our keynote speaker at the 2013 annual lunch. We used the event to launch a new fundraising target of an additional £300,000 for the Women’s Fund endowment over the next five years.

2012-13 was the second year that we were part of the national Surviving Winter campaign, which asks people who receive the winter fuel allowance, but who do not need it, to donate it to their local community foundation. Here we raised £20,000 to help elderly and vulnerable people stay warm. Saga is a national partner and helped secure generous donations from its members. Every Age UK group in Tyne & Wear and Northumberland has benefitted from a grant towards their valuable fuel poverty work with elderly people.

• Northumbria Police & Crime Commissioner, Vera Baird QC, and guests at the Women’s Fund lunch.

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25 years enriching lives through effective giving

• Veena Soni and Hari Shukla OBE from the Asian Fund visit Newcastle YMCA, which received a grant towards the cost of a new kitchen.

The Asian Fund at the Community Foundation provides an effective channel for the generosity of people and businesses from the Asian communities in Tyne & Wear and Northumberland to give back to the area. The Fund supports projects for young people under 18 and people over 65, particularly those that are undertaking multicultural work. This year, Depaul UK, Newcastle YMCA, and the Newcastle Healthcare Charity were among those benefitting from grants.

• The Limited Edition Crew from Phoenix Detached Youth Project in North Tyneside performs at the Tyne & Wear High Sheriff Awards.

Launched in May 2012, the aim of the North East Fund for the Arts is to support arts activities in communities across the region. Whilst these may address social and economic issues, the ultimate aim is simply to enable and strengthen community engagement in the arts and give everyone the opportunity to enjoy them. With support through Arts Council England’s Catalyst scheme, we have been able to develop the fund and provide match to encourage donors to give.

Our year – The High Sheriffs of Tyne & Wear and Northumberland Awards These two funds make awards to groups who provide constructive activities for young people and deter them from engaging in anti-social behaviour or crime. Both funds benefitted from increased donations from individuals, businesses and charities which resulted in more awards being made to deserving groups.

16 www.communityfoundation.org.uk

The fund also received support from the Foundation’s own unrestricted funds to support three exemplar projects which will provide stories to encourage further donations.

• One of the first North East Fund for the Arts grants supported Newcastle Performance Collective’s ‘Project 100’ arts workshops for individuals who experience isolation. c.Torunn Skrogstad


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 19

Theme and affinity funds Endowment Funds Fund Name

Activities

Total

Asian Fund

3 grants

£3,000

Asylum Seekers' Hardship Fund

Grants to be made in 2013-14

George Loggie Fund

Managed with the Young Musicians Fund

Northumberland High Sheriff Youth Awards

46 grants

Joy Higginson Fund

1 grant

£3,200

North East Fund for the Arts

3 grants

£14,950

Northern Angel Fund for Berwick

15 grants

£21,400

People of Ward Hadaway Fund

Supports the Women's Fund

Tessa Hide Fund

Supports the Brian Roycroft Fund

Tyne and Wear High Sheriff Awards

46 grants

£25,350

Vital Tyne & Wear and Vital Northumberland Funds

8 grants

£41,900

Women's Fund

18 grants

£28,370

Young Musicians Fund

15 grants

£6,583

£30,600

Community First Trust for Tyne & Wear and Northumberland (Endowment funds established with match from the Government's Community First programme)

Fund Name

Activities

Give2 Gateshead Fund

Grants made in 2013-14

Give2 Newcastle Fund

Grants made in 2013-14

Give2 North Tyneside Fund

Grants made in 2013-14

Give2 Northumberland Fund

Grants made in 2013-14

Give2 South Tyneside Fund

Grants made in 2013-14

Give2 Sunderland Fund

Grants made in 2013-14

Tyne & Wear High Sheriff Community First Fund

New fund

Women's Community First Fund

New fund

Revenue Funds Fund Name

Activities

Total

Play Your Part Fund

25 grants

£23,000

Queen's Jubilee Fund for Tyne & Wear

15 grants

£32,332

Robbie Elliot Fund

2 grants

£87

Survive to Thrive Fund

5 grants

£113,654

Surviving Winter Funds

15 grants

£24,526

www.communityfoundation.org.uk 17


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25 years enriching lives through eective giving

Projects, programmes and partnerships

• Young people from East Ashington in Northumberland worked with Groundwork North East to build a skate park supported by Wansbeck Fair Share.

18 www.communityfoundation.org.uk

The Community Foundation uses its expertise in philanthropy to support wider charitable investment in the region through a range of partnerships and programmes that help meet community needs.


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 21

Community Foundation - Our year 2013

Our Community Ventures scheme is reaching its 10th year of providing civil society organisations with knowledge and expertise so they can change how they operate, overcome a hurdle or achieve a particular objective. Our team of committed volunteers, or ‘partners’, has supported 12 organisations this year, including HOPS in Sunderland, which offers complementary healthcare therapies, Barnabas Safe and Sound, which provides housing for vulnerable young people in Northumberland, and the Gateshead Library project which has seen groups of volunteers take over the running of five libraries in the borough which were earmarked for closure. LEAF, the Local Environmental Action Fund, is a collaborative venture involving the Community Foundation, Shears Foundation, Greggs Foundation and an anonymous donor. Its work has continued over the year through 26 environmental projects receiving £164,706 in grants. Two LEAF grantees won in Northumberland County Council’s LOVE Northumberland Awards presented at Alnwick Garden by the Duchess of Northumberland. They received a certificate and a small cash prize. LEAF has also progressed plans to grow the Fund through donations, collaborations and partnerships. A LEAF logo and a sustainability framework have been produced that will be part of the marketing tools to target audiences.

• Consett Churches Detached Youth Project received a Dulverton Trust Fund grant for personal development activities through sailing with Ocean Youth Trust.

2013 saw the planned winding down of our tenyear Fair Share Trust programmes in Northumberland through which we worked with panels of local residents and agencies in two areas to distribute over £1.6 million. An independent review concluded that in East Ashington a ‘very successful programme with some considerable wins’ had been delivered in the face of significant challenges. The programme in Seaton Valley was described as a model of best practice that had fostered the development of ‘better facilities and more community spirit in the area’. Further information, and a film about each project, can viewed at www.fstimpact.org.uk/communities.

• St James’ Heritage and Environmental Group received support from LEAF to provide activities relating to wildlife and biodiversity within the church graveyard in Whitley Bay, North Tyneside.

Our partnership with The Henry Smith Charity (HSC) continued to benefit the regional voluntary sector in the form of grants totalling £674,400. During the year we handled 35 HSC grants covering community service, young people, health and palliative care, housing, black and minority ethnic communities, family support and counselling, domestic violence, education and training and environment. Through our Dulverton Trust Fund we provide small grants focusing particularly on general welfare and youth opportunities. During the year, applications for support from the Fund were received from across the North East and 14 grants of up to £5,000 each were made. They addressed a range of priorities, with projects benefitting young people predominating.

www.communityfoundation.org.uk 19


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 22

25 years enriching lives through effective giving We also continued to work in partnership with Comic Relief, distributing a total of £130,367 to local groups. £49,974 of Comic Relief Community Cash was distributed through 51 grants under £1,000. Eight groups received Local Communities awards totalling £50,393. And a large grant of £30,000 was awarded to Gateshead Crossroads Caring for Carers. With our sister organisations in County Durham and Tees Valley, we continued to work on a programme of European Social Fund small grants to organisations working with people seeking to become ready to access the jobs market. To date, 68 grants have been made, representing an investment of £601,003 in this work.

It was a year of transition at our Sponsors Club project, topped and tailed with the creation of two innovative arts-focused funds. The project celebrated its 21st birthday in May 2012 with a fundraising dinner at the Great North Museum Hancock. We remembered achievements and members and partners past and present, but more importantly looked to the future: launching the North East Fund for the Arts (see page 16). Throughout the year we continued to undertake our core role of advocating for and supporting partnerships between the private and cultural sectors. In a new development and extension of our work, the end of the year found us working with Newcastle City Council on the Newcastle Culture Investment Fund, a response to proposed 100% arts cuts for the City which has garnered much press attention. The fund will be developed and trialled in 2013-14 before going fully live in 2015-16. • Bright Futures in South Tyneside received support from the ESF Community Grants programme for pre-employability support for young women.

Projects, programmes and partnerships Revenue Funds Fund Name

Activities

Total

Comic Relief Community Cash

55 grants

£49,502

Comic Relief Large Grant

2 grants

£30,000

Comic Relief Local Communities

9 grants

£53,055

Dulverton Trust

15 grants

£51,344

Esmée Fairbairn North East Fund

New Fund

European Social Fund Community Grants

49 grants

£410,266

Fairshare Blyth Valley

3 grants

£55,070

Fairshare Wansbeck

2 grants

£25,806

The Henry Smith Charity

30 grants

£674,400

Local Environmental Action Fund

25 grants

£171,874

Localgiving.com

223 grants

Newcastle Culture Investment Fund

New Fund

Trusthouse Charitable Foundation

5 grants

£9,236 £2,500

In addition to the above funds, the Community Foundation provides the Trustees of the 1989 Willan Charitable Trust with grant-making support and administration. The Trust awarded 166 grants totalling £521,020 during the year.

20 www.communityfoundation.org.uk


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Charity and trust funds Transferring charitable assets to the Community Foundation for use as a restricted fund provides charitable trusts and operating charities that are winding up with an option to ensure that their good work continues in perpetuity. Endowment Funds Fund Name

Activities

Total

Abbot Memorial Fund

61 grants

£5,185

John Bell Fund

8 grants

£24,500

Berwick Academy Endowment Fund

13 grants

£7,650

Bird Family Funds

2 grants

£400

Joseph Brough Charitable Trust

4 grants

£20,000

Carr-Ellison Charitable Trust Fund

59 grants

£20,900

Chapman Fund

6 grants

£22,328

Fred Clay Fund

15 grants

£5,070

Roland Cookson Fund

11 grants

£45,045

The George Cringle Scholarship Fund

1 grant

David Dockray's West End Young People's Fund

22 grants

Durham Fund

2 grants

£2,548

FARNE Fund

2 grants

£10,898

Allison Greenlees Continuation Fund

9 grants

£5,000

Greggs Fund

Supports the Vital Tyne & Wear Fund

Lady Grey Memorial Fund

Grants made in 2013-14

Hadrian Trust Fund

Supports the Community Foundation's operating costs

Rose Joicey Fund

Grants to be made in 2013-14

Sir James Knott Trust Fund

Supports the Vital Tyne & Wear, Vital Northumberland and Durham Funds

Latterford Fund

3 grants

RW Mann Fund

Supports the North Tyneside Fund

G S May Family Fund

6 grants

£9,941

Frederick Milburn Fund

1 grant

£2,000

Lady Noble Memorial Fund

Supports the Kellett Fund

Joseph Rowntree Charitable Trust Fund

1 grant

£15,500

Sunderland Industrial & Reformatory School Fund

6 grants

£2,196

Fund Name

Activities

Total

North Tyneside Fund

2 grants

£1,227

North Tyneside Women's Aid Legacy Fund

3 grants

£10,450

The 43 Fund

11 grants

£26,089

£5,000 £45,581

£600

Revenue Funds

www.communityfoundation.org.uk 21


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 24

25 years enriching lives through effective giving

Agency endowment funds Several charities have agency endowment funds established at the Community Foundation specifically to benefit their work now and for years to come. • Kathryn Tickell and Sting with the Sage Gateshead’s In Harmony Project c. David Tiernan.

Agency funds are advantageous to charities because they are held and invested as part of the wider Community Foundation assets, providing a safe and secure income in perpetuity. They also protect donors’ gifts regardless of anything else affecting the beneficiary organisations. The Sage Gateshead Fund at the Community Foundation is the largest arts agency endowment in the UK outside London. The performance venue has gained international renown as one of the finest in the UK – welcoming over 300,000 people to ticketed events in 2012-13 – and for the scale and impact of its learning and participation programme. This work takes place across the whole of the north of England as well as at the iconic building. Groups engaged include young people not in employment, education or training, looked after children, people over 50, non-professional musicians, gifted and talented young musicians and adults and young people with special education needs. The organisation is running ‘In Harmony’ at Hawthorn Primary School in Newcastle, based on the Venezuelan El Sistema project, where every child receives a musical instrument and daily music tuition. After only one year, this has already had a profound effect on pupils’ academic achievement.

22 www.communityfoundation.org.uk

Seven Stories is Britain’s home for children’s literature in Newcastle. During the year, it was awarded national status by Arts Council England, recognising the significance of the collection and quality of exhibitions, events and activities. The Enid Blyton Fund for Seven Stories at the Community Foundation supports learning and participation work in particular. 12,878 pupils visited Seven Stories this year, with 13,299 participating in programming in their schools. Through visits, participation in workshops, exploration of children’s books, and the chance to meet authors and illustrators, children and young people have embraced opportunities to put books and reading at the heart of their learning. 2012-13 will also be remembered as the ‘Gruffalo year’, with the exhibition A Squash and a Squeeze, Sharing Stories with Julia Donaldson attracting record numbers of visitors and school groups.

The Foundation also holds agency endowments to support the work of charities which were originally part of us but are now fully independent. The Evening Chronicle Sunshine Fund aims to enhance the lives of local disabled children and their families through the provision of essential equipment, learning aids and custom-built apparatus. Tiny Lives Trust supports premature and sick newborn babies and their families on the Neonatal Unit at the RVI hospital in Newcastle upon Tyne. It provides grants for development aids, family facilities, training and research. The Sammy Johnson Memorial Fund supports the Sunday for Sammy Trust which provides funding for creative and talented young people from the North East who are looking for a career in performing arts.


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 25

Community Foundation - Our year 2013

There are opportunities to name spaces in The Sage Gateshead in perpetuity and to add to the endowment. Gifts to the 10th Birthday Appeal, for a second endowment to sustain international work, will receive 50% match from Arts Council England.

Please contact Dominic Parker at Sage Gateshead on 0191 443 4560

Seven Stories hopes to continue growing its endowment fund and welcomes contributions from other donors.

Please contact Amanda Beckham on 0845 271 0777

• Gruffalo storytime at Seven Stories c. Seven Stories, the national centre for children’s books.

To find out more about how to support The Evening Chronicle Sunshine Fund

Please contact Caroll Pattison on 0191 201 6289

Agency funds Fund Name

Activities

Total

Enid Blyton Fund for Seven Stories

4 grants

£34,048

Evening Chronicle Sunshine Fund

5 grants

£36,346

Sammy Johnson Memorial Fund

2 grants

£25,071

The Sage Gateshead Fund

4 grants

£587,181

Tiny Lives Fund

58 grants

£171,702

The donors to The Community Foundation’s Sage Gateshead Fund are: Sage Group PLC, The Barbour Trust, Northern Rock Foundation, The Garfield Weston Foundation, Joan and Margaret Halbert, the Shears Foundation, the David Goldman Programme, Go-Ahead Group PLC, Northern Arts Board, Fenwick Ltd, Northumbrian Water, Benfield Charitable Trust, Sir James Knott Trust, Greggs plc, The David Boardman Trust, Roland Cookson Fund and 1989 Willan Charitable Trust.

To find out more about how to support the Tiny Lives Trust

Please contact Keith Nicholson on 0191 230 2112

To find out more about how to support the Sunday for Sammy Trust

Please contact Ray Laidlaw info@sundayforsammy.org or on 07710 596749 www.communityfoundation.org.uk 23


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 26

25 years enriching lives through effective giving

Our impact From April 2012 to March 2013 the Community Foundation made 1,656 grants totalling £5.4m. We continued to support the development of community philanthropy, with 15 new endowment funds and four new revenue funds established. We received new donations to our endowment totalling £2.1m and annual gifts totalling £3.1m. At the end of the year we held 268 donor funds.

Our grant-making We received 2,460 applications and made 1,656 grants, indicating that two-thirds of applicants were successful. The number of grant applications fell from a high of nearly 3,000 the previous year, but the total amount awarded increased by £0.7m. In addition, the 1989 Willan Charitable Trust awarded 166 grants totalling £521,020 through the support of the Community Foundation.

The majority of grants remained relatively small, with programme funds (including grants made in partnership with The Henry Smith Charity) and our Kellett Fund accounting for the majority of larger awards. The table right summarises the size of grants made during the year:

Size of grant

Number and (value) of grants

% of total number

% of total value

Under £1,000

988 (£0.4m)

61

8

£1,000 - £5,000

405 (£1.0m)

25

19

£5,001 to £10,000

138 (£0.9m)

8

17

Over £10,000

100 (£3.0m)

6

57

Region and UK 20%

Where the grants went The percentage allocations of funding to our different areas have changed somewhat from 2011-2012. Groups in Tyne & Wear outside of Newcastle/Gateshead did relatively better this year, and a higher amount was distributed for region-wide work for partners such as the Henry Smith Charity and Dulverton Trust.

Northumberland continued to receive around a quarter of the total funding distributed. The table below shows the amount of charitable funding we distribute per capita in each local authority area within our area of benefit:

Local authority area

Spend per capita

Northumberland

£4.63

Newcastle

£4.00

North Tyneside

£1.99

Gateshead

£1.50

Sunderland

£1.38

South Tyneside

£0.88

Tyne & Wear and Northumberland-wide

£3.75

24 www.communityfoundation.org.uk

Gateshead 12%

Newcastle 20% Sunderland 9%

South Tyneside 4% North Tyneside 9% Northumberland 26%

To some extent the amounts distributed reflect demand for grants, and the size and state of development of local civil society organisations. However the figures are also indicative of a continued need to develop philanthropy focused on areas south of the Tyne.

Good progress has been made in developing our Give2 fund in Sunderland, for which match funding is available, but progress with those for South Tyneside and Gateshead has been more modest.


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 27

Community Foundation - Our year 2013

Making the area a good place to live 6%

What the grants achieved We focus our grant-making on three broad themes. As in 2011-2012, supporting people to overcome disadvantage accounted for the bulk of our grants in the past year (1,017 worth £2.8m), followed by creating stronger communities (525 worth £1.6m) and then making the area a good place to live (89 worth £0.9m).

Creating stronger communities 32%

Supporting people to overcome disadvantage 62%

Creating a stronger community 13%

Supporting change in policy or practice 2%

Currently we identify three key outcomes for our grants. The provision of services or activities to address local needs remains the most significant, accounting for 1,396 grants worth £3.9m. This was followed by grants to help organisations to grow and develop thereby creating stronger organisations, which was the focus of 206 grants worth £1.3m. Less significant in terms of the number and value, but no less essential, were 25 grants valued at £1m focused on achieving changes in policy or practice. Provide services or activities 85%

www.communityfoundation.org.uk 25


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 28

25 years enriching lives through effective giving

Who benefitted As in previous years the majority of our grants, worth £3m in all, benefitted whole communities rather than specific groups. Work with children and young people remained a popular cause, accounting for over a third of our grants totalling £1.4m. Grant-making focused on older people was buoyed by the resumption of grant-making from our Kellett Fund, but grants benefitting this group, people with disabilities and the black and minority ethnic population remained lower than might be expected given the size of these communities.

Growing giving: new funds in 2012-2013

Beneficiary group

% grant funding benefitting

Group as % NE population

Variance

Disability

7

22

-14

Older people (65+)

6

18

-12

Black and Ethnic Minority

3

4.7

-1.7

Fund Type

Name

Individual and family (endowment funds)

• Stuart Ayre Fund • Blackett Family Community First Fund • Give2 Newcastle Community First Fund • Give2 North Tyneside Community First Fund

We have established 15 new endowment funds and 4 new revenue funds. We received new donations to our endowment totalling £2.1m and annual gifts totalling £3.1m.

• Give2 Sunderland Community First Fund • Give2 South Tyneside Community First Fund • Readman Community First Fund • Lendrum Community First Fund • Pamela and Dorothy Denham Community First Fund • Pea Green Boat Fund • Riddell Family Community First Fund • Srivastava Community First Fund Corporate endowment funds

• Ringtons Community First Fund

Corporate revenue funds

• Green Rigg Wind Farm Community Benefit Fund • Green Rigg Wind Farm – Otterburn Fund • Kiln Pitt Hill Wind Farm Fund

26 www.communityfoundation.org.uk

Theme/affinity endowment funds

• Tyne & Wear High Sheriff Community First Fund • Womens' Community First Fund

Theme/affinity revenue funds

• Funding Network event fund


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 29

Community Foundation - Our year 2013

Treasurer’s report In 2012-13, the value of our endowment rose from £46.9m to £52.8m. We added new donations and transfers to the endowment of £2.1m including match funding through the new Community First Endowment scheme. Market gains of £5.6m helped increase the overall value of the funds. The expendable endowment fund is treated by the Trustees as a long-term capital fund to provide income for grant-making. The investments are managed by Investec Asset Management, UBS Wealth Management and Brewin Dolphin, to achieve maximum total returns. CCLA Investment Management Limited manages the funds donated to the Community First Trust as required by the match funding agreement. There is separate provision for donors to invest ethically. The Finance & Investment Committee continued to meet quarterly with our investment managers and monitored their performance against agreed benchmarks.

The Board was pleased with performance on the funds for the year, with the average total return on the main fund being 15.7%. The Board carried out an in depth review of the total return policy during the year and after much consideration decided to maintain the withdrawal rate at 6%.

Our total income for the year increased from £5.4m to £6.9m as a result of an increase in donations (including Community First match) to the endowment and a rise in investment income. Our expenditure increased from £5.7m to £6.6m, the increase mainly due to the rise in the grants awarded from £4.5m to £5.3m. At the end of the year we held a general reserve of £525,039 available to meet future administration and development expenditure, which was in line with the Board’s reserves policy. This will be reviewed again during 2014. My thanks to colleagues on the Committee whose commitment and expertise helps to ensure we maximise value from the endowment and manage our finances efficiently and effectively.

Colin Seccombe, Treasurer

www.communityfoundation.org.uk 27


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 30

Summary financial statements Community Foundation serving Tyne & Wear and Northumberland Consolidated statement of financial activities for the year ended 31 March 2013 Unrestricted funds

Total 2013

Total 2012

£

Restricted funds Endowment funds

£

£

£

£

738,940

1,903,589

1,515,879

4,158,408

3,336,740

53,840

609,649

575,174

1,238,663

593,001

Fundraising events

-

65,570

-

65,570

52,760

Investment income

542,418

913,008

-

1,455,426

1,368,693

Other incoming resources

19,336

-

-

19,336

18,910

Total incoming resources

1,354,534

3,491,816

2,091,053

6,937,403

5,370,104

204,072

96,710

-

300,782

296,209

3,391

41,491

-

44,882

50,969

-

-

182,424

182,424

165,822

1,613,289

4,340,085

-

5,953,374

5,083,815

Governance costs

91,193

5,514

-

96,707

93,204

Other resources expended

19,336

-

-

19,336

18,910

Total resources expended

1,931,281

4,483,800

182,424

6,597,505

5,708,929

Net (outgoing)/incoming resources before transfers

(576,747)

(991,984)

1,908,629

339,898

(338,825)

463,510

1,124,427

(1,587,937)

-

-

(113,237)

132,443

320,692

339,898

(338,825)

-

-

-

-

-

(113,237)

132,443

320,692

339,898

(338,825)

-

-

5,564,154

5,564,154

(547,578)

Net movement in funds

(113,237)

132,443

5,884,846

5,904,052

(886,403)

Fund balances brought forward at 1 April 2012

1,366,916

1,650,396

46,925,577

49,942,889

50,829,292

Fund balances carried forward at 31 March 2013

1,253,679

1,782,839

52,810,423

55,846,941

49,942,889

Incoming resources Incoming resources from generated funds: Voluntary income: Donations Grants from public bodies Activities for generating funds:

Resources expended Costs of generating funds: Costs of generating voluntary income Costs of fundraising events Investment management costs Charitable activities

Transfers Net (outgoing)/incoming resources before taxation Taxation Net (outgoing)/incoming resources before other recognised gains/losses Gains/(losses) on investment assets

28 www.communityfoundation.org.uk


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 31

Community Foundation serving Tyne & Wear and Northumberland Balance sheets as at 31 March 2013 Group 2013

Group 2012

Charity 2013

Charity 2012

£

£

£

£

52,669,343

46,714,984

50,526,793

44,856,773

-

-

100

100

20,686

23,609

20,686

23,609

52,690,029

46,738,593

50,547,579

44,880,482

98,775

65,595

93,479

59,179

Cash on short term deposit

3,345,720

1,009,500

3,345,720

1,009,500

Cash at bank and building society

1,113,401

3,256,784

1,070,588

3,160,137

Total current assets

4,557,896

4,331,879

4,509,787

4,228,816

(1,400,984)

(1,127,583)

(1,401,014)

(1,126,913)

3,156,912

3,204,296

3,108,773

3,101,903

55,846,941

49,942,889

53,656,352

47,982,385

52,810,423

46,925,577

50,656,844

44,994,291

Restricted income funds

1,782,839

1,650,396

1,745,829

1,621,178

Unrestricted income funds

1,253,679

1,366,916

1,253,679

1,366,916

55,846,941

49,942,889

53,656,352

47,982,385

Fixed assets Endowment fund investments Investments Tangible assets

Current assets Debtors

Creditors: amounts falling due within one year Net current assets Total assets less current liabilities The funds of the charity: Endowment funds

Total charity funds

The full financial statements were approved by the Board on 24 September 2013 and are available on our website or from our office.

www.communityfoundation.org.uk 29


COMD2837_YEAR BOOK 2013_Layout 1 27/09/2013 13:56 Page 32

25 years enriching lives through effective giving

Your giving options The generosity and compassion of people and businesses in our area makes us one of the most important charitable funders locally. Your giving can be part of it.

Whether you want to set up a named fund, or join with others in giving around a shared interest, there are options for everyone at the Community Foundation which enable you to support causes in the way that suits you.

30 www.communityfoundation.org.uk

• Three funds established by different donors – the Northern Angel Fund, the Smail Family Fund and the Kerry Grassroots Fund – have come together to support a nativity parade run by Spittal Improvement Trust in Northumberland.

Our experienced team provides knowledge and guidance on how to ensure your charitable aims are achieved, and there is no legal or administrative burden of running a separate charitable trust. You can either make a ‘forever gift’ through our endowment, where your donation is invested and the revenue earned supports charitable causes each year, or a ‘for now’ gift where your donation is used as revenue to support causes during the year. The minimum donation for a named endowment fund is £10,000, and for a named revenue fund it is £5,000. Named funds can be built over time and can be a combination of gifts to endowment and revenue. Gifts of any value can be made at any time to one of our theme funds.

You can also leave a gift in your Will to set up a named fund, add to an existing named fund or to one of our theme funds. Gift Aid can be claimed on donations where the donor has paid income tax at least equal to the value of gift in the year. Higherrate tax payers can claim back the additional relief through their tax return and businesses can offset donations against corporate tax. Endowment gifts currently can benefit from one of two match schemes. One, Community First, is described on the next page. The other is for the North East Fund for the Arts, where donations attract £1 for £1 match though Arts Council England’s Catalyst scheme.


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Community Foundation - Our year 2013

• Gavin Prior at the Metrocentre and Phil Steele at Eldon Square celebrate Intu Properties plc’s donation to Give2 Gateshead and Give2 Newcastle.

Anyone Can Give2 All donors to our Give2 Funds see their gifts increased by 50% through the Community First endowment match. So far, we have had donations from businesses, individuals and legacies. The biggest gift to date was a legacy from Bunty and Teddy Barlow which was split between the Give2 Sunderland and Give2 Newcastle Funds.

Bunty and Teddy lived most of their lives in Sunderland and wanted to support that area and Newcastle, and it was a bonus that we were able to increase the gift by 50% through the Community First match funding offer. Intu Properties plc made the first corporate donations of £1,000 to the Give2 Gateshead Fund and £1,000 to the Give2 Newcastle Fund to reflect the presence of the Metrocentre and Eldon Square in the respective areas. Gentoo Living supported the Give2 Sunderland Fund with a

• Bunty and Teddy Barlow, whose legacy supported the Give2 Newcastle and Give2 Sunderland funds.

donation of £600. Both companies also benefit from free annual corporate membership of the Foundation. Other individual donors have given donations ranging from £5 to £5,000, some instead of sending cards at Christmas and some in memory of a loved one. Donations into the Tyne & Wear and Northumberland High Sheriff Youth Awards Funds and the Women’s Fund can also benefit from the Community First match funding.

For more information on giving options including the match giving programmes please contact Lisa Cappleman by email on lc@communityfoundation.org.uk or call 0191 222 0945. www.communityfoundation.org.uk 31


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25 years enriching lives through effective giving

Our people President His Grace the Duke of Northumberland

Patrons Dame Margaret Barbour DBE DL Sir Ralph Carr-Ellison KCVO TD Joan Halbert Guy Readman OBE DL Lyn and Trevor Shears OBE

Vice-Presidents Kate Adie OBE Lord Beecham Rt Hon Sir Alan Beith MP Nigel Sherlock OBE Hon DCL John Squires OBE DCL DL Hugh Welch Rt Rev Martin Wharton, Bishop of Newcastle Mike Worthington OBE

Board members at October 2013 Ashley Winter OBE (Chair) Professor Chris Drinkwater CBE (Deputy Chair) Colin Seccombe (Treasurer) John Clough MBE Alastair Conn Fiona Cruickshank OBE Jo Curry Professor Charles Harvey Geoff Hodgson Dean T Huggins Gev Pringle Jane Robinson Kate Roe Sue Winfield OBE Betty Weallans and Jamie Martin OBE retired from the Board during the year.

32 www.communityfoundation.org.uk

Staff team Rob Williamson – Chief Executive Sonia Waugh – Finance & Operations Director/Deputy Chief Executive Derry Nugent – Head of Philanthropy Services Lisa Cappleman – Head of Philanthropy Development Mark Pierce – Head of Policy, Projects & Programmes Adam Lopardo – Head of Culture Partnerships

Fund Development Managers Karen Daglish, Alison Forbes (Environment – maternity cover), Elaine Holdsworth, Su Legg, Gill Lowing, Ellie Turner (Culture), Katie Wellstead (Environment)


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Community Foundation - Our year 2013

• Board members, standing from left: Sue Winfield, Dean T Huggins, Gev Pringle, Fiona Cruickshank, Colin Seccombe; seated from left: Jo Curry, Jamie Martin, Ashley Winter, Alastair Conn, Kate Roe.

Grant Programme Executives Sue Martin, Jane Roberts-Morpeth

Finance and administration Val Guest, Sarah Phillipson, Dawn Porter, Vivienne Rodgers, Adam Smith, Kaman Yuen (maternity cover). Louise Carroll, Izzie Francis, Carole Meredith, Alexandra Myhill and Kathryn Warwick left during the year.

• Foundation staff mark the 25th birthday, standing from left: Su Legg, Karen Daglish, Gill Lowing, Ellie Turner, Mark Pierce, Vivienne Rodgers, Adam Lopardo, Elaine Holdsworth, Alex Myhill, Derry Nugent; seated front: Rob Williamson, Lisa Cappleman.

www.communityfoundation.org.uk 33


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Community Foundation serving Tyne & Wear and Northumberland Cale Cross 156 Pilgrim Street Newcastle upon Tyne NE1 6SU T: 0191 222 0945 F: 0191 230 0689 Email: general@communityfoundation.org.uk www.communityfoundation.org.uk Twitter: @CFTyneWearNland Facebook/ CommunityFoundationTyneWearNorthumberland

Advisors Auditors: PricewaterhouseCoopers LLP Bankers: Barclays Bank plc Investment Managers: Investec Asset Management; USB Wealth Management; Brewin Dolphin; CCLA Investment Management Limited Solicitors: Muckle LLP; Ward Hadaway

Financial information and grant statistics in the Yearbook relate to the financial year to 31 March 2013. All other information has been updated to the time of going to press in September 2013.

• Front cover: The Comfrey Project, assisted by The Henry Smith Charity Fund, supports refugees and asylum-seekers in Newcastle and Gateshead through activities like cooking, crafts and allotment gardening.

Generously supported by: Gilbert Johnston Photography

www.gilbertjohnston.co.uk

Registered charity number 700510. Limited company number 2273708 Design and artwork by Cool Blue Brand Communications Tel: 0191 375 9150 www.coolblue.co.uk

Printed on recycled paper


Community Foundation year book 2013