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Yearbook 2008


President His Grace the Duke of Northumberland Patrons Dame Margaret Barbour DBE, DL Sir Ralph Carr-Ellison KCVO TD Sir Tom Cowie OBE Joan Halbert Guy Readman OBE DL Vice Presidents Kate Adie OBE Sir Jeremy Beecham DCL DL Rt Hon Sir Alan Beith MP Professor Grigor McClelland DCL DL Sir John Riddell Bt CVO CA Nigel Sherlock OBE KStJ JP John Squires OBE DL Rt Rev Martin Wharton, Bishop of Newcastle Mike Worthington OBE Advisors Auditors: PricewaterhouseCoopers LLP Bankers: Barclays Bank plc Investment managers: Investec Asset Management UBS Wealth Management (UK) Ltd Solicitors: John O'Neill & Co

quality accredited by Community Foundation Network to standards endorsed by the Charity Commission

Financial information and grant awards in the Yearbook relate to the financial year to 31 March 2008. All other information has been updated to the time of going to press in September 2008


20 years inspiring local giving… Over the past 20 years, the vision, commitment and generosity of families and companies with the interests of the North East at heart has enabled the Community Foundation to support 17,000 projects with grants totalling £65m. This level of community philanthropy has not been seen anywhere else in the country. To celebrate our 20th anniversary, 1,000 supporters of the Community Foundation have helped create ‘Sustenance’ a major art work designed by Ali Rhind and Rachel Phillimore, and pictured on the front cover. Sustenance is sponsored by Ryder Architecture and will be hung in the new Newcastle Central Library when it opens in Summer 2009.

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Our vision Inspiring local giving that changes lives

Our aims To help local people and businesses manage their charitable giving To build stronger communities and enrich lives through awarding grants To influence the critical issues affecting our communities

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Forever young The special events to mark our 20th Anniversary over the summer have been a marvellous opportunity to meet so many people who have been involved from the very early days and whose loyalty and passion is as strong as ever. There is such immense support and goodwill for our work in building stronger communities. We have also welcomed new friends and donors this year, who are listed in the Yearbook. There are a record 35 new fund holders this year including more Acorns from people who have signed up for the long term. There is also a great opportunity, even in these unsettled times, to set up new endowment funds with the incentives provided in the government’s Grassroots scheme. As David Gold, our guest speaker at last year’s AGM reminded us, there is a new force in philanthropy of people with strong passions wanting to see great results from their giving. We are moving in new directions, supporting social enterprises for example, and helping a new generation of donors channel their giving. We have also been challenged this year by Robert Putnam’s thinking on how to rebuild our communities in ways that promote social capital. The enthusiasm that his address at the Healthy, Wealthy and Wise debate generated was quite extraordinary. It was one of the most stimulating events I have ever attended and gained us many new allies in tackling the issues in our communities. Twenty is an auspicious age when most of us are entering adult life with years full of promise ahead. Some of the people the Community Foundation supports would not feel as confident about their future. It is our job to help create the opportunities that would otherwise be denied to them. We intend to bring all the aspiration and energy of youth to our next twenty years and to stay, as Bob Dylan memorably put it, forever young! Hugh Welch, Chair

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Inspiring highlights of the year ■ 1,750 grants to voluntary and community

groups totalling £7m during the year including new equipment for Prudhoe Girls Football Club (left) which received one of the first grants from BNS Telecom Fund. ■ A five year contract to manage Local

Network Fund for Department for Children, Schools and Families concluded with over £6m in grants awarded over the last five years to show that ‘every child matters’. ■ A further 35 donor funds were established

including a £0.25m gift for The Adderstone Fund and the first Acorn Funds matured. There were new donations of over £2m and the endowment fund stood at £41.5m in April 2008. ■ To celebrate 20 years inspiring local giving,

our President, Duke of Northumberland, hosted a tea party in the grounds of Alnwick Castle for 500 members and guests (left) with help from Ringtons, which made a £0.25m donation to mark its centenary year.

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■ Robert Putnam, Professor of Public Policy,

Harvard University (right) captivated 300 delegates at the Healthy, Wealthy and Wise conference which marked the culmination of two years work on how to build social capital in our communities. ■ Appointed by Office of the Third Sector

to manage the Grassroots programme in Tyne & Wear and Northumberland with £2m to award to ‘grassroots’ projects and incentive funding to donors setting up endowment funds for grassroots projects. ■ David Gold, Chair, Philanthropy UK

speaking to 200 members and guests at our 2007 AGM challenged us to give our children a good start in life and give the rest of our wealth away. ■ The P&G Fund, established in 1998, took

advantage of the Grassroots incentive to fulfill their ambition of £1m endowment Fund and marked their achievement by awarding a grant to Birtley Youth Centre (right).

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Small steps make a tremendous difference Put simply, engaging positively within the communities we serve must be at the heart of any responsible, sustainable business model. Irrespective of size, scale or market sector, business leaders must remain alive to the enormous potential that exists, often through seemingly small or low profile steps, to make a tremendous difference to local people in the most immediate and personal way. In a changing, fast-paced, globalised world – one that technology seems to make smaller every day – the importance of strengthening and renewing traditional community ties is paramount. As business leaders, we should never forget that we often have the greatest impact with the smallest steps, by ensuring actions are personal and meaningful to the lives that they touch. As a business, eaga is built on making a positive difference – to the environment and to vulnerable people across the country – but our commitment to community action runs deeper than that. Knowing that we can sustainably and effectively change the lives of local people in local areas is part of our core business mission and we will continue to strive hard to affect that positive impact. Nowhere has our own work within local communities been better supported, and better energised, than in our extremely valuable relationship with the Community Foundation. It’s a pleasure to be able to mark here the contribution that they’ve made over 20 years to homes and communities across the North East. I know that a huge amount has been achieved so far, but I also know that they remain steadfastly committed to driving forward and succeeding in what is still to achieve. John Clough MBE, Chief Executive, eaga eaga established their Environment and Community Fund at the Community Foundation in 2007

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We believe that locally based youth work is a powerful way to help young people. Ed Greenfield from Aquila Way is working on the High Mills Estate in Gateshead with support from the Gateshead Housing Company Community Fund.

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Social Enterprise a growing business I would be surprised if many charities haven’t been part time social enterprises for years without thinking of themselves in those terms. In my experience there are also a range of budding entrepreneurs willing and able to start up social enterprises. However, it is often very difficult for them to attract risk capital and the commercial advice they need to get going. This is where the Community Foundation can step in. The Middleton Community Enterprises Fund offers grants to charities to help them develop commercially successful social enterprises. Last year we made our first award to Herbees, a social enterprise that trains and employs people with disabilities to grow and sell herbs. We are currently helping Tyneside Cyrenians develop a project to train previously homeless people in construction skills, funding the development of an eBay shop for Recyke y’ Bike and testing an idea for mobile coffee carts staffed by people with learning disabilities. With competition for grants intensifying ever more, social enterprise can help charities become more financially self sustaining. There are risks with this ‘investment’ approach but it can give donors a bigger ‘bang for their buck’ as their funds are repeatedly turned over for social benefit. I look forward to working with the Foundation to support more exciting social enterprises in the region and I would encourage others to do the same. Jeremy Middleton The Middleton Community Enterprises Fund was established at the Community Foundation in 2007

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We want to promote good work opportunities for people with disabilities. Denise McLean is involving people with special needs in Sunderland at her social enterprise, Herbees, which grows herbs for local restaurants, with help from the Middleton Enterprises Fund.

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Funds at the Community Foundation

Funds at the Community Foundation Funds are held on behalf of individuals, families and companies who want to help the local community. They also include legacies, former charitable trusts and programmes managed for government agencies. We list 211 funds held in September 2008 and give an example of a typical grant. Further information and a full list of 1,750 grants awarded between April 2007 and March 2008 totalling £7m can be found on our website at www.communityfoundation.org.uk New The 43 Fund Following the sale of Gosforth Theatre Company’s premises, supports community theatre, amateur dramatics and performing arts in Tyne & Wear and Northumberland.

Abbot Memorial Fund Formerly Abbot Memorial Trust, benefits young people in need under the age of 18 in Newcastle and Gateshead. For example, £100 to help furnish a young person’s flat. 124 grants - £10,655 New Frank Acfield Fund

Promotes the study of astronomy in schools in memory of Frank Acfield. New Adderstone Fund Funds projects that help to build “community glue” and also promote biodiversity in Northumberland. In May 2008, 4 grants were awarded including £5,000 to Northumberland Stars for a horticultural project for people with learning disabilities.

Acorn: AJM Fund Akzo Nobel International Paint Fund Supports community projects mainly in Gateshead. Grants included £500 to Caedmon Choir to mark their 20th anniversary. 25 grants - £13,685

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New Allendale Willow Fund Benefits Allendale Cricket Club, Rainbow Trust and local charities in Allendale and was launched with the proceeds of the 24 peaks in 24 hours challenge in the Lake District, August 2008.

Amec Offshore Fund Provides bursaries for engineering students at Newcastle University. 2 grants - £3,250 Asian Fund Established with donations from members of the local Asian Community to support voluntary projects working with young people and older people in need especially multi-cultural projects. Grants included £1,000 for the refurbishment of Heaton Hawks FC’s club hut. 5 grants - £4,075 Asylum Seekers Hardship Fund Supports asylum seekers settling in the North East through the North East Refugee Service. 1 grant - £960 Baines Fund Funds two clinical fellowships for research into arthritis and rheumatism at University of Newcastle Medical School.

Bank of England Fund Supports projects tackling unemployment. This year supported Crisis UK. 1 grant - £700 Nancy Barbour Award Fund Established in memory of Nancy Barbour, assists women who have a mental or physical disability. Grants included £4,000 to the Bridge Project. 2 grants - £5,000 Acorn: Baring Family Fund Barnes Fund Supports projects in the Bedlington area. New Peter and Angela Barratt Fund Supports general charitable purposes with a particular interest in youth projects.

Acorn: Christopher Beadle Fund Sir Jeremy Beecham Prize Fund Awards prizes for numeracy and literacy in Newcastle schools. 2 grants - £1,800 Barbara & Chris Beith Fund Supports environmental projects and agricultural students. Grants included £100 to Troughs and Trowels. 3 grants - £275


Funds at the Community Foundation

John Bell Fund Established for general charitable purposes following the transfer of the John Bell Charitable Trust. Grants included £2,000 to Northumbria Coalition Against Crime. 23 grants - £29,280 Bellingham Fund Established with anonymous donations for charities in the North Tyne Valley. Grants included £1,500 to Bellingham Gymnastics Club. 2 grants - £2,000 Bellway Fund Mainly supports projects nominated by Bellway plc including £2,000 to St Paul’s Community Project. 8 grants - £4,300 Benfield Motors Fund For general charitable purposes including £2,350 to Happy Chicks women’s group in Westerhope. 4 grants - £7,173 Acorn: Biggs Tarr Fund Bird Family Fund Supports former employees of Bird’s Laundry and general charitable purposes in the North East. 8 grants - £1,350 New BNS Telecom Fund For projects in and around the Tyne Valley including £500 to Prudhoe Youth Club Girls’ Football Team. 3 grants - £1,750

Bonas Machine Company Fund Supports projects nominated by Bonas Machine Company Ltd which this year donated £1,000 to the Grace House Children’s Hospice. 1 grant - £1,000

Ron and Louise Bowey Fund Supports young people in Northumberland. Grants included £3,744 to Cramlington Voluntary Youth Project for kayaking and leadership training. 8 grants - £14,291

CE Electric Fund For education and the environment, particularly for young people in rural areas including £1,000 to North East Kite Flyers. 6 grants - £7,110

British Beer and Pub Association Fund Projects selected by North East region from funds originally given to compensate brewers for loss of licensed premises after 1st World War. Grants included £2,000 to Westoe Junior Rugby Club. 4 grants - £4,622

Chapman Fund Formerly The Chapman Foundation, provides equipment for young people’s projects in Tyne & Wear including £5,000 to the SR Health and Boxing Club in Sunderland. 17 grants - £37,378

Joseph Brough Charitable Trust Supports projects in the historic counties of Northumberland and Durham mainly to benefit the most disadvantaged. The Trust has a special interest in Methodist causes, as Joseph Brough was an active Methodist in Tynedale. Grants included £2,500 to Castle Morpeth Citizen’s Advice Bureau. 11 grants - £34,260

New Chevington Children’s Fund Transfer of remaining funds when Coquet Childcare Centre closed to benefit young children in Chevington. Grants totalling £24,354 were awarded in Spring 2008 to NE Music Factory, Friends of Broomhill First School and Northumberland Wildlife Trust.

Acorn: Burnell Family Fund Muriel Campbell Fund A bequest from Muriel Campbell to support children with disabilities through Evening Chronicle Sunshine Fund. Canford Audio Fund Grants to help with audio equipment, communication aids or community arts projects. Capacity Builders Fund Continuation of grants awarded through a Home Office initiative to strengthen the voluntary sector in Tyne & Wear 8 grants - £207,606 Carr-Ellison Charitable Trust Fund Makes regular donations to charities supported by the Carr-Ellison family which this year included £1,000 to the Alnwick Garden Trust. 46 grants - £10,900

New Chrysalis Fund The first Acorn Fund to mature, mainly supports education projects for disabled people, especially around mental health.

Fred Clay Fund Formerly Fred Clay Trust, supports former employees of Fred Clay Ltd, a clothing manufacturer in North Tyneside. 21 grants - £6,040 Anne Coleman Fund Established with a legacy, supports research projects at University of Newcastle Medical School that will benefit arthritis and rheumatism sufferers and made final awards this year. 2 grants - £4,027 Community Foundation Staff Giving Fund Supports projects chosen by staff who donate through payroll giving, including Bamburgh Women’s Institute and South Tyneside Lesbian and Gay Forum. 4 grants - £2,026

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Funds at the Community Foundation

Community Ventures Fund Provides pro bono help to voluntary organisations seeking a step change in their activities from a group of business people supplemented by grants to achieve agreed development goals. This year a grant was provided for management coaching. 1 grant - £674 New Joan & Alastair Conn Fund Another Acorn Fund that has matured, for general charitable purposes.

Roland Cookson Fund Following the transfer of the Roland Cookson Trust, the Fund awards grants North of the Tyne supporting health, classical music projects, education, youth, the countryside and the relief of distress. The Fund completed an exceptional donation to the Great North Museum to house the gems and crystals collection donated by Roland Cookson in the new museum. 10 grants - £37,500 Sir Tom Cowie Fund Supports children with disabilities and disadvantaged children in Sunderland, including £7,000 to Sunderland Carers’ Centre for its young carers project. 6 grants - £61,393 New Acorn: Abigail and Stephen Crampton Fund New Death of a Nightingale Fund

To make the world a better place for children with special needs from the royalties of ‘Death of a Nightingale’ by Alan Share. To purchase a copy visit www.deathofanightingale.com Acorn: Pamela Denham Fund Acorn: Andrew & Charlotte Dixon Fund Acorn: Dream Jar Fund

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Duncan and Sarah Davidson Fund Supports projects in Wooler and Glendale and awarded a grant to Berwick Family Centre’s Wooler outreach project. 1 grant - £2,700

New Express Enterprise Fund Set up by Chris Thompson, to support social enterprises and social entrepreneurs in Tyne & Wear and Northumberland.

New David Dockray West End Young People’s Fund Supports children and young people in the West End of Newcastle, with the assets of the sale of a youth centre in Fenham that was founded by David Dockray in 1947. Grants included £15,000 to Fenham Association of Residents for a project worker. 9 grants - £37,030

Fair Share Funds Long term programmes in East Ashington and Seaton Valley, which will make a sustainable impact on the lives of disadvantaged people in areas that have not received their “fair share” of lottery funding. Each area has been awarded over £800,000 to be allocated over 10 years by a local grant-making panel from funds provided by the Big Lottery Fund. Grants included £149,030 to Blyth Valley CVS for a five-year community development project. 8 grants - £176,952

New eaga Community Fund Supports community projects with a focus on environmental issues and fuel poverty. Grants included £18,114 to Crisis UK for an allotment project and £44,000 to set up funds with community foundations in Northern Ireland, Scotland, South Yorkshire and Wales, where eaga has offices. 11 grants – £126,804

FARNE Fund Supports research undertaken by PhD students at the Department of Rheumatology, University of Newcastle Medical School. 4 grants - £22,159

Acorn: Elgon Fund

Acorn: David & Gitta Faulkner Fund

Evangelical Fund Funds mainly evangelical projects across Tyne & Wear and Northumberland. This year supported the Bible Reading Fellowship’s Barnabas Project in the North East. 1 grant - £5,000

Fergusons of Blyth Fund Supports projects for children and young people in the Blyth area including £1,500 to Blyth Valley Gang Show. 2 grants - £4,000

Evening Chronicle Sunshine Fund Provides equipment for children with disabilities with funds raised by Evening Chronicle readers and fundraising events. Grants were made for a wide range of equipment such as specially adapted tricycles, wheelchairs, computers and developmental play equipment. 104 grants - £120,461

Fogo Fund Supports community development in disadvantaged communities in Newcastle including £4,360 to Choose to Lose weight loss group in Byker. 3 grants - £7,676


We want to invest in family life and support families under stress. Children North East’s work with families in temporary accommodation at Hill Court, Newcastle is one of a series of similar projects funded by the Helen McCardle Fund.

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Funds at the Community Foundation

Gateshead Housing Company Community Fund Established by the Gateshead Housing Company, Frank Haslam Milan, Morrison Facilities Services Ltd and Gateshead Council to provide grants to make Gateshead an even better place to live. Grants included £8,000 to Aquila Way for community development work on High Mills Estate. Five groups also received “in kind” assistance. 16 grants - £58,414 George and Peggy Fund Mainly supports projects that help disadvantaged children living in Newcastle. Grants included £500 to Newcastle Achimo Club for trips for young people. 4 grants - £1,848 Acorn: Adrian & Ingrid Gifford Fund David Goldman Fund Established by his family in memory of David Goldman, who loved music and was passionately committed to education, to endow the David Goldman programme for talented young musicians at The Sage Gateshead. 4 grants - £28,379 Acorn: Margaret Gordon Memorial Fund Grainger Charitable Fund Provides funding support, primarily in the North East, for charities with a focus on the built environment, housing, development of young people and communities including £2,000 to the Genesis Appeal. 20 grants - £20,562 New Grassroots Grants Funds Grants for small community groups announced in July 2008 with funding from Office of Third Sector totalling £2m over three years.

New

Grassroots Endowment Funds To support grassroots activity at local level by small volunteer led groups who are at the heart of the community. Donations to the Grassroots Endowment Fund have received matching funding from the Office of the Third Sector. This great opportunity to start endowment funds was launched as the Yearbook went to press. The first funds are: If Only… Grassroots Fund To benefit grassroots projects in Tynedale. Prime Grassroots Fund Charitable grassroots projects in Tyne & Wear and Northumberland. P&G Grassroots Fund For grassroots projects in Newcastle and North Tyneside. Shears Grassroots Fund Supporting grassroots projects in Tyne and Wear. Treeline Grassroots Fund General charitable purposes. Winter Family Grassroots Fund Supports people and communities in the Tyne Valley.

Green Scheme Fund Established by Northumbrian Water Environmental Trust for environmental projects including £1,000 to Friends of Brierdene in Whitley Bay. 3 grants - £3,000 Allison Greenlees Continuation Fund Supports projects in Tyne & Wear and Northumberland and a small number of projects in the Third World including £500 to Iranian Centre North East. 11 grants - £6,250 Ian and Jane Gregg Fund One of the founding donations to the Community Foundation contributes to the Local Giving Fund. Lady Grey Memorial Fund Helps individuals in hardship in the Chathill area and this year helped fund Embleton First School’s Peace and Wildlife Garden. 1 grant - £500 Grounds Family Fund Established by Eric and Jo Grounds to support projects in Northumberland. Hadrian Trust Fund A founding donation for the Community Foundation’s running costs. Jackie Haq Fund for Scotswood Jackie Haq donated a national award won for her community activity in Scotswood to help community initiatives in the Scotswood area. New Hazelhurst Fund For projects in Alnwick, Amble and Warkworth, involving youth education and rural development. Grants included £7,500 for youth work in Amble. 4 grants - £20,000 New Acorn: Hector Fund

Acorn: Henderson Family Fund Acorn: Hepburn Fund

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Funds at the Community Foundation

Michael and Christine Heppell Fund Provides brilliant opportunities for individuals and groups including £866 to Tyneside Cyrenians. 3 grants - £1,416 Heyman Scholarship Fund A bequest from Sir Horace and Lady Heyman to provide travelling scholarships for nurses and allied professionals in South Tyneside, in recognition of outstanding healthcare provided to the Heymans during their lifetime. Tessa Hide Fund Supports young people at risk, from funds collected by colleagues of the late Tessa Hide, who was a social worker in Newcastle. Grants awarded through Brian Roycroft Fund. Joy Higginson Fund Set up in memory of Joy Higginson, to provide an annual award to develop the talent, skills and potential of the staff at Children North East. 1 grant - £1,203 Acorn: Hillside Fund Homeless Young People Fund Set up by John Laing Plc and Northern Rock plc in 1991 for innovatory work tackling homelessness. This year the fund supported Tyneside Cyrenians’ night centre for rough sleepers. 1 grant - £9,000 Hugonin Family Fund Supports community projects in North Northumberland 3 grants - £4,500 I’Anson Family Fund Supports projects in Northumberland selected by Mark and Mary Jo I’Anson including £1,300 for an exhibition about Isaac Holden in Allendale. 2 grants - £2,590

Included Communities Fund (ICF) A major programme of grants for economic regeneration and capacity building in the voluntary sector, awarded on behalf of TyneWear Partnership with funds from One North East and the European Union. The programme came to an end this year and an independent evaluation of its performance during 2005-2007 reported that “ICF has been extremely successful and provided a mechanism that enabled voluntary and community organisations to play a part in the regeneration agenda.” 55 grants - £1,129,508 Acorn: If Only… Fund Sammy Johnson Memorial Fund Set up by Jimmy Nail and Tim Healy in memory of their friend Sammy Johnson, benefits from bi-annual Sunday for Sammy concerts and helps talented individuals to develop their performing skills. 14 grants - £10,882 Josephs Family Fund Supports young people and sport in Tyne & Wear and Northumberland including £1,500 to Percy Hedley Foundation for the first World Cup of Wheelchair Football. 5 grants – £4,340 Keepmoat Fund Supports communities facing disadvantage and hardship. Grants included £1,500 to the Baby Equipment Loan Service in Howden, North Tyneside. 9 grants - £7,083

Kellett Fund Established following a £5m legacy from Douglas Kellett to enable older people to play an active role in the community. Awards long term revenue grants which this year included £25,918 to Age Concern South Tyneside for an Age Resource IT Project. 21 grants - £370,991 Acorn: Sandra King Fund Sir James Knott Trust Fund One of the founding donations to establish the Community Foundation that contributes to the Local Giving Fund. The Trust also provides matched funding for the High Sheriff’s Awards in Northumberland and Tyne & Wear. New Abdul Latif, Lord of Harpole, Memorial Fund Set up by friends saddened by his sudden death for charities that Adbul Latif supported during his lifetime

Latterford Fund Supports general charitable purposes in Tyne & Wear and Northumberland. Grants included £300 to the Woodland Trust for work in the North Tyne Valley. 2 grants - £600 William Leech Fund Supports charitable work in Tyne & Wear and Northumberland and takes a special interest in supporting groups that include volunteers. Grants included £7,185 to Wooler Young People Association. 7 grants - £20,193 Linden Fund Supports voluntary organisations in Tyne & Wear. Grants included £7,950 to Open Clasp Theatre Company. 6 grants - £27,883

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Funds at the Community Foundation

Local Action on Global Issues Fund A three year pilot programme to educate and raise awareness on environmental issues and demonstrate how local grantmakers can help tackle global issues. Local Action is a partnership with The Greggs Trust, Sir James Knott Trust, The Shears Foundation and an anonymous donor. Grants included £15,000 to Groundwork South Tyneside for the Green Gym Project. 16 grants - £148,181 Local Giving Fund Receives donations from a wide range of people and awards ‘trademark’ grants in conjunction with other donors to projects that are undertaking important work and cannot find funding elsewhere. Grants included £10,000 to Mobex North East for outdoor arts activities. 13 grants - £47,965 Local Network Fund for Children and Young People Combats child poverty through providing opportunities for children and young people to achieve their potential with funding from Department of Children, Schools and Families. Grants included £6,766 to Vi-ability Youth Group in Newcastle for a tandem cycling project and £6,995 to Northumberland County Scouts for conservation work. This Fund closed in March 2008, when the funding was incorporated into the newly established Children’s Trusts. 251 grants – £1,024,298 George Loggie Fund Set up in memory of George Loggie, former Chair, Arts Council North East to award bursaries to talented young artists. 4 grants - £3,963

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Lyndhurst Fund Funds raised at the former Lyndhurst School have been transferred to the Community Foundation to award grants to community projects in the school’s catchment area in Gateshead. Grants included £20,000 to Cleveland Hall Community Association for new changing facilities. 6 grants - £34,989 New Helen McArdle Fund Supports projects that help young people and families in need in Gateshead, Newcastle and North Tyneside including £19,500 to Acorn Project to help children affected by domestic violence. 3 grants - £59,336 New Acorn: McIntosh Fund

R W Mann Fund A founding donation for projects in North Tyneside through the North Tyneside Fund. Maudslay Family Fund Mainly supports young people’s projects in and around Rothbury. G S May Family Fund For charitable purposes with a particular interest in projects that tackle unemployment in Northumberland. Grants included £1,000 to Barnabas Safe and Sound for independent living sessions. 4 grants - £3,250 Men’s Health Fund A five year project, now in its final stage, to encourage men to adopt a healthier lifestyle funded by William Leech Charity. New Middleton Community Enterprises Fund Supports the sustainability of social enterprises and this year supported the development of Herbees, a start up social firm. 1 grant - £3,000

Frederick Milburn Fund For projects within the Tyneside area especially if they are associated with the River Tyne because Frederick Milburn was a ship owner. Grants included £2,000 to Wallsend People’s Centre for a project about women shipyard workers. 3 grants - £3,320 Mitford Fund A bequest from Colonel Mitford for projects in Northumberland awarded through the Local Giving Fund. New Acorn: Moor Fund

J P Morgan Fund Supports education and training initiatives in Tyne & Wear and Northumberland. Supported Tynedale Women’s Training Group to run courses in Acomb. 1 grant - £3,500 Muckle LLP Fund For general charitable purposes throughout Tyne & Wear and Northumberland. Grants included £4,000 to Blue Watch Youth Centre for the costs of adapting a minibus for disabled users. 17 grants - £38,133 NEA Silver Jubilee Fund Provides travel bursaries for research visits to fuel poverty and sustainable energy projects, including £1,000 to Branxton Parish Council, to visit woodburning projects in Northern France. 5 grants - £4,161 Newcastle Brown Ale Fund Benefits people living in the West End of Newcastle with a special interest in young people, education and health. Grants included £2,265 to Northbourne Street Youth Initiative. 8 grants - £17,453


What is social capital?

So cia Pu l ca ll o pit ut al pri me r

Social capital is the glue that holds communities together. It comes from everyday contact and taking part in community activities. It involves building social networks and developing trust and reciprocity with your neighbours. It has a value just like other forms of capital.

Why does it matter? In general, people living in communities with high social capital are happier, healthier and have a longer life expectancy. It is easier to get people together to tackle problems and set up projects that benefit everyone.

How to build social capital? Social capital is built through lots of small actions by individuals, communities, business and public bodies. As Lew Feldstein, President, New Hampshire Charitable Foundation put it, speaking at Healthy, Wealthy and Wise Debate in Newcastle in June, it is like ‘slow boring of hard wood’. Working together on a community park in Sunderland

We’ve listed some ideas overleaf to get you started…


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lunchtime Provide time for staff volunteering Invite your partners to lunch Allow impromptu brain storming meetings Run a sweepstake on the Grand National Set up an intranet Take on a job for a busy colleague Invite in a school group Twin with an organisation abroad Set up a netball or football team Start a lift share to work Schedule a half hour get together Get your company to match staff fund raising Organise a talk on social capital Hold an away day with the Board Cut out internal emails

■ Make coffee for your colleagues ■ Go out for a walk together at

■ ■ ■ ■ ■ Talk to people at the bus stop Take your neighbours bins in Support your Post Office Invite everyone round for a BBQ Read your local newspaper cover to cover Join an evening class Use public transport Help at your children’s school Make sure you vote Volunteer at a hospice Join the Board of a charity Sing in a choir Become a mentor for a troubled teenager Join the Community Foundation Turn off the TV and talk to your family Use your local park Cut the grass for an elderly neighbour

What to do at work

What you can do

to build social capital

50 small ways

Ac Pin tio up nP lan


Build smaller schools Grassroots grants schemes Neighbourhood policing Community action plans More Neighbourhood management

Funding cross cultural activities Resourcing community health care Participatory budgeting Honouring community volunteers

Fenham Association of Residents gets young people involved and listens to what they say.

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What public policies would help

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Social Capital Sound Bites

Social Capital in the North East

“If you join a voluntary group, your chances of dying that year are cut in half” “The size of your address book is an indicator of your salary level” “Better a child in a low income school with high social capital” “Going to meetings reduces stress” “Number of confidents is a strong predictor of life expectancy” “Teenage pregnancy is lower in areas with high social capital”

Compared to other parts of the country: We are more likely to talk to our neighbours We visit family more often We are less likely to have friends from other cultures We are less likely to have friends with different incomes Our close community ties may not always be a good thing and could make us too insular

– quotes from Healthy, Wealthy and Wise debate

– research by ippr north

Social capital reading Download at www.communityfoundation.org.uk: Katie Schmuecker, ‘Healthy, Wealthy and Wise: Conference Report’ Katie Schmuecker, ‘Social Capital in the North East: How do we measure up?’

In paperback at any good bookshop: Robert D Putnam, ‘Bowling Alone: The Collapse and Revival of American Democracy’ (Simon and Schuster, 2000) Robert D Putnam and Lewis M Feldstein, ‘Better Together: Restoring the American Community’ (Simon and Schuster, 2003)

Lew Feldstein, third right, visiting community groups in East End of Newcastle in preparation for Healthy, Wealthy and Wise debate

Find out more The Community Foundation has recently completed a two year project on social capital in partnership with Regeneration Exchange and funded by ONE North East. It is committed to helping build networks and provide resources for grassroots projects. To get details about future social capital events join the mailing list by emailing socap@communityfoundation.org.uk This supplement draws on material from New Hampshire Charitable Foundation with permission.


Funds at the Community Foundation

Newcastle Building Society Community Fund Supports children’s education, nurtures new talent and improves the community. Grants included £5,000 to develop young people’s interest in cricket at Gateshead Fell Cricket Club. 40 grants - £44,639 Lady Noble Memorial Fund Supports older people through the Kellett Fund. 1 grant - £503 North Tyneside Fund Supports projects in North Tyneside, including £1,000 to the 13th Tynemouth Scouts Group for outdoor furniture. 2 grants - £1,340 Northern Angel Fund Supports projects that benefit the community in and around Berwick upon Tweed, including £5,000 to Friends of Berwick and District Museum to purchase ancient documents about Berwick. 12 grants - £13,411 Northumberland Group Fund Supports projects within Northumberland with a special focus on education and opportunity. Grants included £34,207 to Alnwick Garden Trust for the Routeways to Employment Project. 4 grants - £104,675 High Sheriff of Northumberland Youth Against Crime Award Fund Annual awards to groups and individuals whose work helps young people develop as citizens and steer them away from crime. Grants included £2,500 to the Choysez project. 36 grants - £23,700 Northumbrian Water Fund Supports grass roots projects in Tyne & Wear and Northumberland, including £500 to Phoenix 60+ Social Club. 15 grants - £4,282

One NorthEast Third Sector Capacity Fund Managed by the Community Foundation, the Fund continued to provide strategic support for the Third Sector. Grants included £50,860 to Community Action Northumberland for policy work with other rural development councils in the region. 10 grants - £345,560. Patch Fund An anonymous Fund to provide bursaries for local students at University of Newcastle Dentistry School. 7 grants - £5,250 Percy Family Fund Supports projects that benefit the Alnwick area, including £1,000 to Alnwick Young People’s Association 6 grants - £4,700 Port of Tyne Fund Supports community development activities and environmental improvement projects, with particular emphasis on marine based projects. Grants included £6,000 to Wallsend Sea Cadets. 8 grants - £11,400 PricewaterhouseCoopers Fund Projects supporting young people and employability, social exclusion, citizenship and educational achievement, including £627 for Centrepoint’s Youth Educator Project. 3 grants - £2,000 Prime Fund Supports disadvantaged children, older people and the well-being of mariners. This year supported Tyne Mariners Benevolent Institution. 1 grant - £2,225

Private Donors’ Funds Grants awarded anonymously on behalf of donors, including £64,205 to Northern Centre for Cancer Treatment. 9 grants - £68,205 P&G Fund In line with P&G's corporate cause of 'Live, Learn & Thrive', the focus is on the development and welfare of children between 0-13 years of age. Grants included £5,000 to Newcastle Action for Parent and Toddler Group. 11 grants - £48,363 New Owen Pugh Fund Supports general charitable purposes north of the Tyne. Grants included £2,500 to Lawnmowers Independent Theatre Company. 12 grants - £10,000

Acorn: Proudfoot Family Fund New

Acorn: Geoffrey and Ann Purves Fund New Acorn: P Z Fund New David and Susan Ratliff Fund Supports charitable purposes in Tyne & Wear and Northumberland. Grants included £1,000 to Gateshead Crossroads. 3 grants - £1,977

Readman Foundation Helps people to help themselves through grants to individuals and groups. Grants included £11,241 to Mobex North East for outdoor arts activities. 23 grants – £62,054 Carrie Reay Fund For general charitable purposes, especially underprivileged children. Grants included £3,000 to Edward Lloyd Trust summer school for children with learning disabilities. 9 grants - £17,041

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Funds at the Community Foundation

Ridley Family Fund Supports general charitable purposes with a strong emphasis on South East Northumberland. Grants included £4,000 to North Music Trust for its work in the area. 8 grants - £19,046 Acorn: Matthew Ridley Fund Ringtons Fund For general charitable purposes in Tyne & Wear and Northumberland, especially projects benefiting women, families, elderly, those experiencing poverty and people with disabilities. Grants included £3,833 to Prudhoe Leisure Group for social, craft and sport activities. 7 grants - £13,908 Rio Tinto Alcan Fund Supports groups in South East Northumberland, especially Lynemouth where Rio Tinto Alcan operates. Grants included £1,500 to Bliss Mediation to support parents and children affected by domestic violence. 26 grants - £19,238 Jane Robertson Alnwick Fund In memory of Jane Robertson, supports the care of the elderly through grants nominated by the Ancient Four and Twenty at St. Michael’s and St. Paul’s Church. Grants included £250 to the Alnwick Branch of Arthritis Care. 4 grants - £1,000 Rolls-Royce Fund Supports groups and activities with general charitable purposes in the Sunderland area. Joseph Rowntree Charitable Trust Fund Supports attempts to search out and help to remedy the underlying causes of social ills in line with Joseph Rowntree’s wishes.

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Brian Roycroft Fund Established to mark the retirement of the late Brian Roycroft, the most distinguished Social Services Director of his generation to help young people who have been in local authority care and are now entering adult life. 13 grants - £3,112 New Ryder Architecture Fund Supports projects in the North East and in the areas where Ryder Architecture works.

Sage Community Fund Projects for disadvantaged young people or to help with IT equipment. Grants include £21,937 to Newburn Riverside Recreation Association for an inflatable power boat. 32 grants - £134,490 The Sage Gateshead Fund An endowment created by founding patrons and donors to The Sage Gateshead to develop music performance, participation and education of international quality across the whole of the North. 4 grants - £660,539 New Acorn: Jenny Saunders Fund

Share Family Fund Supports disabled children and their carers living in Sunderland to experience the sights in London. 12 grants - £14,309 Acorn: Shipley Family Fund Acorn: Esmee Slattery Fund Smail Family Fund Supports charities in Berwick upon Tweed and North Northumberland. Grants included £1,500 to Berwick Preservation Trust. 2 grants - £2,000

Jim Smail Tree Fund Set up in memory of Jim Smail, the final grants from the Fund were made this year to plant trees in Ellingham. 2 grants - £2,761 SMDHydrovision Fund Supports community projects in Walker and Wallsend. Grants included £8,000 to Walker Central Junior Football Club for a minibus. 21 grants - £28,941 The Henry Smith Charity Fund The Community Foundation recommends projects in the North East to the Henry Smith Charity and monitors grants awarded. Grants are mainly three year revenue grants for projects which are innovatory in the region, demonstrate good practice and have the potential to be replicated elsewhere. New grants awarded this year included St Cuthbert’s Care, CHANCE and Tyneside Women’s Health Project. 40 grants – £985,025 Johnnie and Tricia Smith Fund Supports projects in Northumberland, especially the Beadnell area, and awarded a grant to the 1st Seahouses Girls’ Brigade. 1 grant - £650 South Tyne Valley Fund Set up anonymously by a family in the Haltwhistle area to support individuals and community projects in the South Tyne Valley. Grants included £27,500 to South Tynedale Railway Preservation Society for improvements to the long distance footpath alongside the line. 10 grants - £57,261 New Acorn: Speke Family Fund


We want to preserve the heritage and identity of our communities and have helped purchase 16th century documents about the town walls in Berwick, with a grant from the Northern Angel Fund. Linda Bankier and Barbara Herdman display the documents which will be housed in Berwick Museum.

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Funds at the Community Foundation

Specials Laboratory Fund To support community projects in Prudhoe, surrounding areas and rural Northumberland. Grants included £2,500 to Birtley Parish Council for outdoor play equipment. 13 grants - £19,276

St Cuthbert’s Fund Set up anonymously to maintain the fabric of St Cuthbert’s Church, Bellingham.

Barry and Faga Speker Fund Supports educational projects, the promotion of literature and the performing arts, and the relief of distress. Grants included £250 for the Shanghai Children’s Palace visit to Newcastle. 2 grants - £300

Taylor Fund For the repair and maintenance of St Matthew Parish Church and to provide educational grants and scholarships to inhabitants of the Parish of Newbottle in Sunderland. 10 grants - £18,542

Sponsors Club for Arts & Business The Club helps build creative relationships of mutual benefit between business and the arts and museums in the North East. It provides funds to match businesses sponsoring the arts for the first time. Grants included £2,500 for the North East Art Expo 2007. 30 grants - £37,467

Tess Fund For general charitable purposes, including this year £1,620 to Toby Henderson Trust. 2 grants - £2,120

Sport Relief Fund Funding from Comic Relief to support community groups who are increasing access to sport and exercise for people who face social exclusion and using sport to help people experiencing difficulties in their lives to regain their confidence and self-esteem. Grants included £15,000 for a community coach at Tyne Rowing Club. 13 grants - £72,500 Acorn: Spriggs Family Fund Star Fund Supports projects that encourage children and young people up to 18 years to be aware of the environment and wildlife. Grants included £5,000 to help Percy Hedley Foundation establish an organic food and horticultural centre. 3 grants - £9,354

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Acorn: Roy Stewart Fund Acorn: Strachan Family Fund

Three Valleys Fund Supports projects in the upper Breamish, Aln and Coquet valleys. Grants included £500 to Rothbury Traditional Music Festival. 2 grants - £1,000 Tiny Lives Fund Supports the Neonatal Unit at Newcastle RVI through fundraising events including the Tiny Lives Ball. Grants are awarded for extra staffing, training, equipment and activities. 68 grants - £109,300 Tolent Fund Supports general charitable purposes through the Local Giving Fund. Treeline Fund Supports general charitable purposes following the transfer of the Treeline Trust. Grants included £250 to Barnardos Newcastle Independence Network. 17 grants - £2,200

New Trust Trevelyan Fund Supports social enterprise and community projects in the Berwick upon Tweed parliamentary constituency. The first grant was awarded in May 2008 to help restore Scremerston playground. New Trusthouse Fund Grants in the North East managed on behalf of Trusthouse Charitable Foundation which funds general charitable activity with a particular focus on rural issues and areas of extreme urban deprivation. Grants included £25,000 to Age Concern Northumberland. 3 grants - £60,000

Tyne & Wear High Sheriff’s Fund Awards to groups providing activities for children and young people to divert them away from crime and to encourage good citizenship. Grants included £2,000 to Hendon Young People’s Project. 41 grants - £20,750 Tyne Tees Television Fund Contributes to the Local Giving Fund. UK Land Estates Fund Supports community projects mainly in the Gateshead area. Grants included £2,041 to L’chu Vonim Youth Centre for woodworking equipment. 8 grants - £9,008 Vaux Fund Supports projects in Sunderland and South Tyneside. Grants included £5,000 to Sunderland East Community Association. 5 grants - £14,100


Funds at the Community Foundation

New Voluntary Arts England Fund Part of a national scheme to promote participation in the arts which provides small grants to amateur arts or craft projects in the North East, including £1,000 to the Chinese Arts Association for drumming workshops. 39 grants - £21,255

1989 Willan Charitable Trust Supports projects working throughout the North East. The Community Foundation provides the trustees with advice and administrative support in connection with the allocation of grants. Grants included £5,000 to ME North East. 137 grants - £489,546

How to apply

Ward Hadaway Fund Supports charitable causes in the North East with a special interest in health and young people. Grants included £1,000 to the Calvert Trust Kielder for a bursary scheme. 10 grants - £1,900

Willis Charitable Fund Supports general charitable purposes with a special interest in education and music.

We are always keen to hear about new ideas and to consider requests for funding. That’s our business and there is no reason to be shy to ask.

Acorn: Sue Wilson Fund

People of Ward Hadaway Fund Set up in memory of Sue Watts, who worked at Ward Hadaway, to support the Women’s Fund.

New Winter Family Fund Supports people and communities in the Tyne Valley and matured from an Acorn this year.

One application to the Community Foundation will be considered by all the different eligible funds. We try to keep the process as simple as possible and to give you a reply within three months.

Watkin Family Fund Set up to “make a difference”. Grants included £15,000 to Alnwick Young People’s Association. 5 grants - £21,000

Women’s Fund Established by Dame Margaret Barbour and supported by women from all walks of life, to enable women to play a full and active part in the community. Grants included £5,000 to Tyneside Women’s Health Project. 11 grants - £16,008

Wear1 Fund Part of a campaign led by Sunderland Echo to improve the quality of life in communities in Wearside. Grants included £450 to Pennywell Community Centre. 19 grants – £6,000 Ted Weekes Fund A legacy to benefit young people in New Hartley and Seaton Sluice whom Ted Weekes represented for many years on Northumberland County Council. Grants included £3,000 to 1st Seaton Sluice Scout Group. 6 grants - £7,750

Acorn: Winfield Fund

C H Wood Fund Supports research into heart disease, stroke disease and cancer and this year supported the Stroke Association. 1 grant - £5,000

It is worth remembering that most of our grants are for amounts under £5,000 (see the pie charts on pages 22 and 23) but that we can also fund salaries for amounts up to £30,000 a year and occasionally more. Application forms can be downloaded at www.communityfoundation.org.uk or sent to you. There is a request slip on page 32. You are also welcome to ring and speak to one of the staff or to any of our outreach partners in local development agencies.

Acorn: Mike Worthington Fund Young Musicians’ Fund Established by Kathryn Tickell to develop the musical skills of young people through providing instruments and tuition. 17 grants - £8,684

New Acorn: Weightman Fund

Acorn: Welch Family Fund

21


Grant statistics

Breakdown of grants awarded

Grants awarded 2007-08 1,750 grants totalling ÂŁ7m

Grants by size: number of grants

Grants by size: percentage of total awarded

22


Amount awarded by area

Type of project supported

Grants by population group

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A Strong Foundation We have built a strong foundation over the past 20 years with an endowment of over £40m, but are aware that the year ahead will be challenging. Despite new gifts of £2.4m during the year to March 2008, which included nearly £1m to establish the David Dockray Fund, the value of the endowment fund fell from £43.5m to £41.5m. These results were broadly in line with investment markets which remain volatile. The situation has been closely monitored by the Investment Committee which meets quarterly with our investment managers. We reviewed their appointment in Spring 2008 and have appointed UBS Wealth Management alongside Investec Asset Management. Our funds are invested for long term growth to achieve maximum total returns and provide income for annual grantmaking. Our income increased to just over £10m and grants were awarded to over 1,750 groups totalling £7m. A further £835,000 of grant recommendations were made to One NorthEast and the Willan Trust and paid directly by them. Running costs were kept at their previous level of 11% of total expenditure, of which about half relate to support work for good grantmaking. Grant awards included the Local Network Fund which has awarded £1m a year, which closed in March 2008. However, the Community Foundation was shortly afterwards awarded management of Grassroots Grants by the Office of the Third Sector which will provide £2.6m for small community projects over the next three years. Our auditors, PricewaterhouseCoopers LLP, have given an unqualified audit report to the accounts. The summary on the following pages does not purport to be a full set of accounts which are published on our website www.communityfoundation.org.uk John Josephs, Treasurer

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Summary of accounts Community Foundation serving Tyne & Wear and Northumberland Balance sheets as at 31 March 2008 Group 2008 £

Group 2007 £

Charity 2008 £

Charity 2007 £

41,285,099 18,741

43,350,837 27,622

39,707,730 100 18,741

41,610,916 100 27,622

41,303,840

43,378,459

39,726,571

41,638,638

Current assets Debtors Cash on short term deposit Cash at bank and building society

62,069 2,743,783 3,063,501

64,239 2,290,584 2,816,576

114,423 2,743,783 2,951,029

64,239 2,290,584 2,771,363

Total current assets

5,869,353

5,171,399

5,809,235

5,126,186

Creditors: amounts falling due within one year

(1,539,237)

(1,209,843)

(1,536,415)

(1,213,007)

4,330,116

3,961,556

4,272,820

3,913,179

Total assets less current liabilities

45,633,956

47,340,015

43,999,391

45,551,817

Capital funds Endowment fund

41,463,165

43,523,142

39,838,023

41,749,765

2,584,971 1,585,820

2,554,091 1,262,782

2,575,548 1,585,820

2,539,270 1,262,782

45,633,956

47,340,015

43,999,391

45,551,817

Fixed assets Endowment fund investments Investments Tangible assets

Net current assets

Income funds Restricted Unrestricted Total funds

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Community Foundation serving Tyne & Wear and Northumberland Consolidated statement of financial activities for the year ended 31 March 2008 Unrestricted funds £

Restricted funds £

Endowment funds £

Total 2008 £

Total 2007 £

736,017 90,607

2,114,203 2,709,500

2,440,003 -

5,290,223 2,800,107

4,978,866 2,408,238

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

-

404,173

-

404,173

178,883

655,762

979,608

-

1,635,370

1,414,933

Other incoming resources

15,804

-

-

15,804

16,689

Total incoming resources

1,498,190

6,207,484

2,440,003

10,145,677

8,997,609

196,474 19,704 -

113,992 250,738 -

179,375

310,466 270,442 179,375

327,839 109,058 163,928

1,414,474

6,196,037

-

7,610,511

8,286,238

68,936

7,077

-

76,013

79,816

Investment income

Resources expended Costs of generating funds: Costs of generating donations Costs of fundraising events Investment managers’ fees Charitable activities Governance costs Other resources expended

15,804

-

-

15,804

16,689

Total resources expended

1,715,392

6,567,844

179,375

8,462,611

8,983,568

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Community Foundation serving Tyne & Wear and Northumberland Consolidated statement of financial activities for the year ended 31 March 2008 continued Unrestricted funds £

Restricted funds £

Endowment funds £

Total 2008 £

Total 2007 £

Net incoming resources before transfers

(217,202)

(360,360)

2,260,628

1,683,066

14,041

Gross transfers between funds

540,240

391,240

(931,480)

-

-

Net incoming resources before taxation

323,038

30,880

1,329,148

1,683,066

14,041

-

-

-

-

-

323,038

30,880

1,329,148

1,683,066

14,041

-

-

(3,389,125)

(3,389,125)

1,582,640

323,038

30,880

(2,059,977)

(1,706,059)

1,596,681

Fund balances brought forward at 1 April 2007

1,262,782

2,554,091

43,523,142

47,340,015 45,743,334

Fund balances carried forward at 31 March 2008

1,585,820

2,584,971

41,463,165 45,633,956

Taxation Net incoming resources before other recognised gains/losses Gains and losses on investment assets Net movement in funds

47,340,015

All of the above results are derived from continuing operations. All gains or losses which were incurred in the year are included above. There is no difference between the net incoming resources before other recognised gains/losses above and the historical cost equivalent. John Josephs, Treasurer

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Members of the Board hard at work completing our 20th anniversary art project before their September meeting. John Squires retired at this meeting after serving 15 years as Board member. When he was Chair in the late nineties, John followed the example of foundations in the United States and transformed the Community Foundation into a professional service agency for community philanthropy.

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Board members

Staff members

Chair Hugh Welch

Management Team George Hepburn OBE Chief Executive Derry Nugent Philanthropy Director Peter Storey Development Director Sonia Waugh Finance Director

Deputy Chairs Richard Maudslay CBE Jan Worters MBE Treasurer John Josephs Board members Lisa Charlton Sheila Davidson MBE Jill Dixon Chris Drinkwater CBE Mark I’Anson Rodney James Andrew Kerr Jamie Martin OBE John Sands Colin Seccombe Trevor Shears John Squires OBE DL Shobha Srivastava Jane Streather Rani Svanberg Bill Teasdale Sue Winfield OBE Board members are supported by a wide range of colleagues who sit on sub committees and grants panels and we gratefully acknowledge their invaluable advice over the past year.

Philanthropy Team Lisa Cappleman, Karen Daglish*, Suzanne Davies, Karen Griffiths, Sandra Hillyard, Alexandra Horrocks, Su Legg, Jim Mackison, Mark Pierce+ Grassroots Grants Team Sue Martin, Jane Roberts-Morpeth Finance and Administration Team Louise Adamson, Jenny Crawford, Sarah Phillipson, Dawn Porter, Vivienne Rodgers, Deborah Stevenson, Maureen Twist Sponsors Club for Arts & Business Adam Lopardo, Jane Tarr, Ruth Raynor*, Heidi Ralston+ Tiny Lives Andrea Atkinson, Louise Carroll Sunshine Fund Jo Harris, Emma Jamieson, Anna Watts Baby Team It has been a record year for new arrivals and we welcome Leo Jay Atkinson, Charlie Cappleman, Lola Daglish, Livia Lopardo and Isla Raynor *Maternity Leave +Maternity Cover

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You can start now If you have been inspired by the ways we help the local community, please think about how you could get involved and change lives. For example: Set up your own Fund Join families and companies who have their own charitable funds at the Community Foundation. You can select the causes and issues to support and be involved in grant making. Funds are either invested in our endowment fund to provide annual income for grant making or awarded in grants in the year ahead. Grassroots Endowments Over the next year, there is an additional incentive to set up endowment funds that support ‘grassroots’ community groups. The Office of the Third Sector will match new donations with an extra £1 for each £2 you donate. Leave a Legacy When making your will, consider setting up a Fund in your name or that of a loved one. It can often be the best opportunity to give something back to the local community and we will respect your wishes for generations to come. Start an Acorn Fund An Acorn is a long term way to build a Fund at the Community Foundation for a minimum £1,000 a year – less with tax relief – and starts you on the ladder of local philanthropy.

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Transfer an existing charitable trust We manage a number of historic charitable trusts where the trustees have wished to retire or decided to take advantage of our administration and normally do so within the terms of the existing trust deed. Make a donation We welcome contributions of any size and for whatever reason. Donations have recently included anniversary gifts, lecture fees and hard earned proceeds from fundraising events. They usually contribute to the Local Giving Fund which helps us fund urgent issues and projects that cannot find funding elsewhere. Become a member Membership is open to individuals, companies, voluntary organisations and charitable trusts for a small annual subscription. Members elect the Board, attend the Annual General Meeting and are first to hear about new developments. And remember… Gifts will normally be eligible for generous levels of tax relief. Gifts of shares, for example, are exempt from capital gains tax and can also be offset against income tax. We can also receive gifts of property and works of art.


We want to encourage health and well being in our communities and are supporting a number of grassroots projects like ‘Choose to Lose’, which is run by young mothers at St Martin’s Centre in Byker, and receives a grant from the Fogo Fund. Follow their example and get started now.

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How lovely to think no one need wait a moment. We can start now, slowly changing the world. Anne Frank

To start now, contact Peter Storey, Development Director at the Community Foundation on 0191 222 0945 or return the reply slip below for a copy of You Can Start Now which gives more information about setting up your own Fund or for any other information about our work.

I’ve enjoyed reading the Yearbook and would like to receive (please tick box):

■ ■ ■ ■ ■ ■ Name

You Can Start Today – a guide to setting up a Fund Growing the Grassroots – incentives for new endowment funds Setting up an Acorn Fund – more information about Acorn Funds Grant Application Pack – full information about how to apply for a grant Membership of Community Foundation Future Yearbooks and newsletters, including fortnightly enews Organisation (if any)

Address Postcode Tel Signed

Email Date

Please return to Community Foundation, Freepost NEA11784, Newcastle upon Tyne, NE1 1BR and we will be in touch.

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We gratefully acknowledge

for supporting the Yearbook

for continuing to donate their services Michael Ward for designing the Yearbook Gilbert Johnston, Allan Glenwright and Mark Pinder for photography

20th anniversary sponsor


Cale Cross, 156 Pilgrim Street, Newcastle upon Tyne NE1 6SU Tel: 0191 222 0945 Fax: 0191 230 0689 Email: general@communityfoundation.org.uk www.communityfoundation.org.uk Registered charity no. 700510 Limited company no. 2273708


Yearbook 2008