Our Year - Annual Review 2017

OUR YEAR COMMUNITY FOUNDATION IN WALES ANNUAL REVIEW 2017 www.cfiw.org.uk

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CONTENTS Welcome

4|5

Thank You to our Donors

6

Where Philanthropy Meets Community

7

Giving Options

8

Sharing Knowledge

9

Tribute to Dr Dewi Davies

10 | 11

Investment 12 | 13 Immediate Impact

14 | 15

Trust Transfers

16 | 17

Fund for Wales

18 | 19

The Community Foundation in Wales Team

20

Our Finances

21

Left: Cwm Idwal, Snowdonia

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WELCOME

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ALUN EVANS Chairman

Welcome to our annual review for 2016/17 – a look back at the change that we and our donors have made to communities and groups across Wales.

RICHARD WILLIAMS Chief Executive richard@cfiw.org.uk

Croeso – a warm welcome to our annual review, which gives us all an opportunity to celebrate a year of creating positive change across Wales.

The Community Foundation in Wales advises on, promotes and manages philanthropy – helping people give effectively, safe in the knowledge that their charitable gifts are addressing the most pressing challenges facing people and communities across our nation.

I would like to thank the fantastic team at Community Foundation in Wales for such a strong year of delivery. I would also wish to recognise the leadership role of my predecessor, Liza Kellett, in building and developing the charity to the strong organisation we see today.

Last year we, on behalf of our donors, distributed over £2.6m to 543 groups and individuals; enabling 5,000 volunteers to deliver activities and services which benefitted over 62,000 people. We are also proud to announce that during the last year we passed the £20m mark in grant-making.

This report captures in words and pictures some of the inspiring often life-changing impact, that the Community Foundation in Wales can deliver.

Some of the stories which moved and inspired us during the last year are featured here. We hope that they have a similar effect on you and that they stimulate you to think about your own giving and how the Foundation could support you on your philanthropic journey.

This year I have the pleasure in welcoming our new Chief Executive – Richard Williams. Richard joins us with 9 years’ experience in the third sector and over 20 years as a journalist. We have exciting times ahead and look forward to progressing the Foundation with clear focus and intent, continuing to develop as the place for philanthropy in Wales.

I look forward to working with colleagues and partners, building on these solid foundations in the year ahead to deliver our vision of a Wales with a thriving voluntary and community sector, where local people lead projects and have the financial resources to develop their own solutions based on need.

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THANK YOU TO OUR DONORS OUR FUND HOLDERS INDIVIDUAL & FAMILY The Daisy Fund * Dr Dewi Davies Endowment Fund * The Dory Fund The Emrys Davies Legacy Fund * The Ferndale Fund The LNB Fund The Lord Merthyr Fund Martyn Groves Adventure and Travel Fund The Carmarthenshire Fund * The Skiathos Fund The Sloman Family Fund for Ely

Martyn Sloman Fund *

Owen Sloman Fund *

Hywel Sloman Fund *

Jedrek Holownia Fund *

Rowan Holownia Fund * Wales in London Philanthropic Fund * The John Andrews Charitable Trust Fund

FUND FOR WALES MAJOR GIFTS Big Lottery Fund for Wales Trust Waterloo Foundation Moondance Foundation Earl of Plymouth Estates Limited

BUSINESS DONORS ASDA Bristol & West Coventry Building Society Community Fund Melin Tregwynt * Emma Kate Jewellery * Royal London Santander Social Enterprise Development Awards

OUR STAKEHOLDERS UK Community Foundations Welsh Government

CAMPAIGNS Fund for Wales BIG Match Challenge Wales Flood Recovery Fund

TRUSTS AND FOUNDATIONS Anglesey Community Endowment Fund Cardiff Community Endowment Fund

Cardiff Citizens Charity

Education Trust for Cardiff Citizens

Foundation Schools Fund Denbighshire Community Endowment Fund

Education Trust for Denbigh and

the Surrounding Area The Educational Foundation of John Vaughan Four Acre Trust Fund for Wales * Flintshire Community Endowment Fund Gronfa Hiraeth/Staff Giving Fund The Gwent High Sheriffs’ Community Fund Hawarden & District Relief in Need Fund The Micro Venture Philanthropy Fund The Monmouthshire Further Education Trust Newport Community Endowment Fund

Mary Jane Foundation Trust Powys Community Endowment Fund

Foundation Powys Fund

Former Girls Grammar School Brecon

Llandrindod High School Charity Fund

Montgomeryshire District Trust Fund

Montgomeryshire Intermediate

and Technical Education Fund

Powys Welsh Church Act

Stanley Bligh Memorial Fund The Rudbaxton Parish Education Fund South Wales Police and Crime Commissioner’s Victims Fund Wrexham Community Endowment Fund

TRUST PARTNERS Ashley Family Foundation Comic Relief The Dulverton Trust Fairwood Trust The Henry Smith Charity The New Beginnings Fund Pears Foundation The People’s Health Trust Spirit of 2012 The Trusthouse Charitable Foundation

* These donors, along with hundreds of others, have all made gifts to support our Fund for Wales – the world’s only national community endowment fund.

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WHERE PHILANTHROPY MEETS COMMUNITY

VISION

MISSION

A Wales with a thriving voluntary and community sector, where local people lead projects and have the financial resources to develop their own solutions based on needs

To strengthen and enrich local communities across Wales by inspiring and managing philanthropy

ÂŁ13,000,000

ÂŁ2,647,350

Value of endowment entrusted to our stewardship as at 31st March 2017

Value of grants invested in strengthening local communities and charities

543 Number of grants awarded 2016/17

5,000 Number of volunteers who committed their time and talent

62,700 Number of people who benefit from the work of the organisations we fund

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GIVING OPTIONS We know where charitable giving can make the best impact thanks to our research into needs and issues, and to our relationships with charities and community groups all across Wales. We review, monitor and evaluate diligently so our donors can have full confidence in our grant-making.

OUR FUND OPTIONS GIVE

Immediate Impact Fund

GROW

GRANT

IMPACT NOW

Endowment Fund

IMPACT FOREVER

Hybrid Fund

IMPACT NOW & FOREVER

Our team works with each fund holder to develop a portfolio of giving in line with their philanthropic ambitions.

Contact Mari-Wyn Elias-Jones, our Development Manager, on 029 2037 9580 or mari-wyn@cfiw.org.uk to discuss how your donations can make a difference.

YOUR PHILANTHROPY CHOICES ESTABLISH YOUR OWN FUND Immediate Impact – a fund for today.

Endowment Fund – an invested fund which fuels grant-making in perpetuity.

Hybrid Fund – a fund which makes an impact today whilst investing for the needs of tomorrow.

Funds can be themed according to a donor’s wishes, for example, as area or cause-specific grant programmes.

LEAVE A GIFT IN YOUR WILL Naming the Community Foundation in Wales as a beneficiary in a will ensures that your gift goes directly to those in Wales who need it most. This can be by way of setting up a separate fund for specific charitable purposes and/or for a specific geographical area.

Alternatively, should you wish to give more generally, then you could leave an outright gift to our Fund for Wales endowment.

A perfect way for a gift to keep on giving.

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SHARING KNOWLEDGE The highlight of our year has been hosting the UK Community Foundations conference.

The four day biannual event welcomed over 350 colleagues from all over the UK and beyond to listen, learn and share knowledge on the Foundations’ unique work in the UK as well as internationally.

Candidates learnt about digital innovation, heard from our USA and Canadian colleagues, as well as speaker Tim Rhys Evans of the Only Boys Aloud charity and Laura McAllister, Professor of Public Policy at Cardiff University. Attendees were also

treated to an evening of entertainment at City Hall courtesy of the unique and talented Only Boys Aloud and were wowed by students from the Royal Welsh College of Music and Drama at the legendary Principality Stadium, both of which have benefitted from charitable donations.

The conference was not only a chance for us to showcase Cardiff, Wales and its musical talents, but to also show how philanthropy plays such a naturally integral part of our makeup.

A truly memorable experience for all involved.

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TRIBUTE TO DR DEWI DAVIES We were deeply saddened to hear of the death of Dr Dewi Davies earlier this year.

Dr Davies was a philanthropist and former medical doctor.

In 2014 he established a fund at the Community Foundation in Wales with a £1m donation to support people in south Ceredigion and North West Carmarthenshire, the area in which he grew up.

The gift also triggered a further match donation into the Fund for Wales, supporting projects across the whole of Wales, thanks to the Big Lottery Fund.

As Dr Davies said after launching his fund, “I’ve never felt like I needed to spend much money on myself, and I’ve been able to support my own family, so when I realised how much money I had I knew exactly where I wanted it to go. I grew up in this part of Wales and wanted to support this area with my fund, but I’m also pleased that my gift will help communities across

the whole of Wales through the Fund for Wales match challenge. I’m looking forward to hearing about the great work of the local projects we’ll be able to support. Having given away £1million I don’t feel any poorer.”

The fund was established three years ago but has already made a significant difference to the lives of people in these rural communities.

A recent grant to The Singing Village enabled the group to run a weekly singing group in a supported living complex in Cardigan, successfully providing fun and stimulating activities for older people who live alone and experience isolation.

The family of Dr Davies remains closely involved with the Fund and the endowment will continue to give back to the people and communities that were dear to him. What a wonderful way to ensure his legacy lives on.

We can help you set up a similar fund. For more information contact: Development Manager, Mari-Wyn Elias-Jones | mari-wyn@cfiw.org.uk | 029 2037 9580

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INVESTMENT Giving away money sounds easy, but with over 30,000 registered charities and thousands more community groups in Wales it can be hard to know where to begin.

Whether you are an individual, family or a business, setting up a Named Fund is the ideal way to meet your philanthropic wishes and give to communities and causes in need.

Setting up a Named Endowment Fund is a long-term option for those who want their giving to last a lifetime….and more. We at the Community Foundation in Wales advise, support and manage our philanthropists’ donations by investing them efficiently and effectively, ensuring that each donation provides the best return. The returns from responsibly investing our endowment funds for the long-term are given out as grants to worthwhile causes, in line with the wishes of each donor.

The Carmarthenshire Fund is one such endowment fund. It was established in February 2017 by a donor wishing to give back to an area that had become very special to her throughout the years. Originally from the Cynon Valley, the donor spent a lot of her childhood in the Carmarthenshire area with family, was educated in Llandovery and very much considers Carmarthenshire her home which she visits regularly. She has always been aware of problems in rural and farming communities, especially isolation and deprivation, so was keen to give back to these communities that had become so dear to her. With a background within the caring profession and an awareness of issues in

Wales, the fund was set up also to help improve mental health, the lives of older people and youth activities. “It was important to me to cast the net wide, ensuring that needs within the area could be met.”

Having been brought up by parents and grandparents who were themselves philanthropic and believed very much in helping people, saying “if you can help you should”, she wanted her own family to think and live in similar ways. With this in mind she set the fund up as an endowment that her teenage son could inherit in time and already involves him in the decision making.

“It’s very important to me that my son is socially aware and is brought up in an environment, similar to mine, where giving back becomes second nature. Setting the Carmarthenshire Fund up as an endowment ensures that communities in this large rural area can benefit from long-term sustainable funding whilst also keeping the family connection going.”

The Fund was launched simultaneously with another two funds in the local authority area, namely the Education Foundation of John Vaughan, to promote non statutory education for residents of Llangynog, and the CO2Sense Fund, supporting community groups within a 20 mile radius of the village of Cwmann in Carmarthenshire. In July 2017, we distributed in excess of £14,000 to benefit the people of Carmarthenshire from these three funds.

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We can help you set up a similar fund. For more information contact: Development Manager, Mari-Wyn Elias-Jones | mari-wyn@cfiw.org.uk | 029 2037 9580

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IMMEDIATE IMPACT The Community Foundation in Wales supports and manages charitable giving effectively, efficiently, according to donors’ objectives and in compliance with the Charity Commission regulations. It’s very simple to summarise our work - we connect donors with worthwhile causes across Wales that are important to them. We act as the bridge between our donors and deserving causes, making a real impact on Welsh communities.

One way of getting a charitable donation straight to those in need is by setting up an Immediate Impact Fund with the Community Foundation in Wales.

The sum is not invested, it is held by us and allocated to beneficiaries in a way that is agreed with the donor. Many of our Immediate Impact Funds are set up with us by other trusts and foundations who do not, but wish to, distribute funding in Wales. Others are set up so that funding can be distributed to specific causes and/or within a specific timescale.

of crime and have just completed our second round of funding with South Wales Police and Crime Commissioner, Alun Michael, who said:

The South Wales Police and Crime Commissioner Victims Fund was set up in such a way. Although the Police and Crime Commissioner has a larger budget to distribute to the South Wales area, they wanted to specifically target grassroots projects and groups that work to support victims of crime and their families. With our expert and diligent grants team we were able to successfully distribute £250,000 to those dealing with victims

A grants event is held annually and various groups ‘pitch’ for funding by presenting their case to an audience of peers, similar groups and professionals whilst also giving them the opportunity to network with each other. An independent panel, made up of victims of crime as well as professionals, then discuss each presentation and make recommendations on which groups should receive funding, ranging from £5,000 to £30,000.

“I am delighted to support the fund for a second year and it was again refreshing to see the innovation and commitment of those who strive to advance the services available to those impacted by crime.”

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Safer Merthyr Tydfil received a grant of £18,608 in 2016 to provide a mentoring programme.

Fully trained volunteer mentors supported victims of domestic abuse to reduce isolation, increase safety and improve health and wellbeing through 1-2-1 groups and peer mentoring, inspiring and raising self-confidence in victims. Over 1,650 hours of volunteering have been recorded during the 12 month timescale of the project which was delivered by 58 volunteers and benefitted 224 victims of domestic violence.

Many of the mentors will have previously been victims of domestic abuse themselves and have been supported by Safer Merthyr Tydfil. This has encouraged them to use their experiences to help others through a similar journey of recovery. This is an important aspect of a survivor’s journey and many comment on the pleasure they receive in being able to help others with similar experiences.

Due to the success of this project, Safer Merthyr Tydfil was awarded additional funding in 2017 of £26,628 to develop the project further, in particular work with male mentors and victims.

South Wales Police and Crime Commissioner Rt. Hon. Alun Michael

We can help you set up a similar fund. For more information contact: Development Manager, Mari-Wyn Elias-Jones | mari-wyn@cfiw.org.uk | 029 2037 9580

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TRUST TRANSFERS With thousands of small charitable trusts across the UK there is no wonder that many can and have become dormant, inactive or ineffective. They’ve often been in existence for many years and their original purposes may be outdated and irrelevant to current needs. Often the purposes have been fulfilled, ceased to exist or the beneficiaries no longer exist. Managing the fund can also place undue pressure on Trustees and succession planning can prove difficult.

Whatever the situation, we at the Community Foundation in Wales work with charitable trusts to make them relevant and effective again. With our local knowledge and experience of grant-making and community development in Wales, we are uniquely placed to offer other charitable trusts and foundations a comprehensive and tailor-made grant-making service. We assist with grant-making or take over a trust completely.

The donor or trustees can choose to retain an

Louise applied to the Hawarden & District Relief in Need Fund for a grant of £480 towards the purchase of a new washing machine and dryer. Up until recently, Louise had to ensure her washing machine was closed by propping a chair up against the door, which could cause flooding if not propped properly.

Following this, she would then have to carry the bags of washing to various family members’ houses to use their dryers.

involvement without having the burden of the financial and legal responsibility.

The Hawarden District Relief in Need Fund was transferred to the Community Foundation in 2013. The trust gives funding to groups and organisations supporting vulnerable people and individuals in crisis and/or with limited resources.

Louise is a single mother to three children one of whom, Daniel, suffers from autism.

Despite the challenges that can arise from raising a child with additional needs, Louise has made sure she’s well versed in Daniel’s likes and dislikes.

One of Daniel’s sensitivities is an attachment to his favourite items of clothing. His autism means a change in routine can cause aggressive outbursts and unnecessary levels of discomfort.

Daniel’s attachment to his favourite clothes and fabrics means Louise has to do several loads of washing every day, keeping Daniel both content and stress-free.

The grant has given Louise more freedom to get the washing done at home without peril, as well as ensuring Daniel and his siblings have clean clothes every day.

A functioning washing machine might be something we take for granted, however, for Louise it now means less stress and more free time to have fun with her children.

For advice on transferring a charitable trust contact: Development Manager, Mari-Wyn Elias-Jones | mari-wyn@cfiw.org.uk | 029 2037 9580

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FUND FOR WALES The Fund for Wales is our little gem – it was created in 2011 as a community endowment fund with the aim of helping all types of causes across the length and breadth of Wales. This fund allows us to raise money and fund projects in areas of need which are underfunded and somewhat neglected.

The Fund for Wales allows us to bridge those gaps, getting much needed funding to areas in need whilst also allowing us to react to disasters and causes needing immediate action and attention.

The fund has gone from strength to strength giving a stable and sustainable source of funding for causes and communities across Wales.

However, the Fund has the potential to grow even further and it is our aim for the next year to triple the fund’s endowment. Thanks to the Waterloo Foundation we’ve been given a helping hand.

We have been challenged to raise £200,000 in one year and each donation, however big or small,

Ffrindiau Llangoed was awarded a £1,000 grant from Fund for Wales. Having consulted with local children and factored in the environmental and financial aspects, Ffrindiau Llangoed requested a grant to purchase a swinging log step and wooden stretch stilts to extend its wooden trim trail – a wooden playground path for children.

The extension of the trim trail has benefited the families and local community by bringing

will be match funded by The Waterloo Foundation.

This is a great opportunity for us to raise our game and give a boost to the Wales-wide fund.

We already fundraise in many different ways – from our corporate partnerships with Melin Tregwynt and Emma-Kate Francis Jewellery to fundraising events such as the Three Peaks Challenge – but are always looking for new and innovative ways to raise money for the fund.

We have entered into our third year and third weave design with Melin Tregwynt following the success of the previous two designs raising a total of almost £10,000 in donations via purchases.

The new weave, the Foundation Multi-stripe, will be launched and available for purchase in October 2017. The Daffodil Collection of jewellery, inspired by our logo and designed by Emma-Kate Francis, was launched in 2016. The first donation from purchases via the Emma-Kate Francis Jewellery’s Daffodil Collection has resulted in a further £1,081 towards the Fund for Wales.

people together. The blend of energetic and imaginative play has been of great benefit for the children, whilst also meeting the increasing demand for play activities in the village.

One of the children said it was ‘great fun on the bridge when it wobbles’, whilst another enjoyed the extra complexity, ‘smart since it’s bigger’.

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If you could like more information on this fund, or want to support the Fund for Wales, contact: Development Manager, Mari-Wyn Elias-Jones | mari-wyn@cfiw.org.uk | 029 2037 9580

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THE COMMUNITY FOUNDATION IN WALES TEAM TRUSTEES AT SUMMER 2017

STAFF AT SUMMER 2017

Alun Evans Chairman Richard Williams Chief Executive Nigel Annett Vice Chairman Kathryn Morris Treasurer Mari-Wyn Elias-Jones Development Manager Lulu Burridge Lloyd FitzHugh JP DL Katherine Evans Tanwen Grover Business Support Officer Geraint Jewson Tom Morris Sheila Maxwell Finance and Research Manager Joy Kent Sarah Morris Administrative Officer This year saw the retirement of Tom Jones Andrea Powell and we were deeply saddened by the loss Grants and Programmes Manager of our former chair, Janet Lewis-Jones, Ffion Wyn Roberts who passed away in May of this year.

Grants Officer

PATRON OF THE FUND FOR WALES HRH The Prince of Wales

PRESIDENT Captain Sir Norman Lloyd-Edwards KCVO, GCStJ, RD, JP, RNR

The Foundation extends its gratitude to Liza Kellett who stood down as Chief Executive in June 2017 after 10 years’ service.

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OUR FINANCES This information is from the full audited Annual Accounts for the year ending 31st March 2017.

The full Annual Accounts, (approved by the Trustees on 2nd October 2017), the Trustee

TOTAL INCOME £3,513,627

Annual Report, and the Auditor’s Report can be obtained from the Foundation’s office or from our website www.cfiw.org.uk.

TOTAL EXPENDITURE £3,134,301 £73,874

£528,565

£98,130

£314,728 £2,223,843

£2,647,569

£759,725

Office Overheads Staff Costs Grant expenditure Other income

Donations Income from Investments Charitable activities (grant-making) (Other income of £1,494 was also received in year)

TOTAL GRANTS MADE £2,647,569 £164,085

£53,913 £472,026

£1,095,252 £862,293

Enabling young people and promoting education, enterprise & lifelong learning Building cohesion and confidence in communities Improving physical and mental health Nurturing heritage and culture Protecting our environment

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CONTACT Community Foundation in Wales St Andrews House 24 St Andrews Crescent Cardiff CF10 3DD

Image: Dyfi Furnace Waterfall

T: E: W:

029 2037 9580 info@cfiw.org.uk www.cfiw.org.uk cfinwales @cfinwales

Registered Charity: 1074655 Company Number: 03670680