Comd2229_yearbook Brochure 2012 Lo Res

7/31/2019 Comd2229_yearbook Brochure 2012 Lo Res

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Our year2012

enrichinglives through

effective giving


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Everyone can be a philanthropist through the Community Foundation. Our Yearbook tells the storyof 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

A little known fact about

Rathbones is the heritage upon

which it is built. Thriving from

philanthropic roots and influencedby activists who fought for social

justice it is the values of heritage,

stability, stewardship and trust

that inspires Rathbones today.

We are proud to be part of the

charitable sector in the UK and seek

to actively support it through both

corporate and social responsibility,

as well as the activities ofindividuals within our firm.

Generations throughout history have benefitted

from philanthropy, particularly in terms of

education, yet currently there is limited focus on

personal finance and managing wealth in

mainstream education. This suggests that future

generations are left exposed not only to the risks

associated with anything from student debt, to

unwise investments, but also lack provision to

fulfil their objectives in life which may include

philanthropic giving. We at Rathbones believe, as

investment managers, we have the responsibility

to try and fill this gap and as part of a long term

initiative using our resource and expertise. We are

running a number of courses, both in our offices

and in schools, which aim to stimulate and raise

awareness in matters relating to personal finance

and wealth.

Our philanthropic roots have led

us to partner with Dame Stephanie

Shirley in the launch of her website

Ambassadors for Philanthropy which

has built a global network of philanthropic donors.

We also provide support for charities in the form

of trustee training, which we run annually in

locations across the UK. Companywide, our

investment professionals undertake a

commendable level of charity work, whether

fundraising, volunteering or contributing as a

trustee of a charity. Recently, the MadHat

Challenge a race between two investment

managers, one of whom cycled round the West

coast of Scotland, while the other ran in a straight

line up the centre of Scotland along the line of

four degrees longitude. This initiative raised over

35,000 for the Kings

Royal Hussars, Borders

Childrens Charity and

Prostate Cancer Scotland.

Over and above all of this, our bespoke service to

charities is built on the principle of forging long

term relationships from the national to the local.

We believe it is vital to work in partnership withtrustees to ensure that we understand and act

on each individual charitys needs now and in

the future.

R athbone Investment Management limited is

authorised and regulated by the Financial

Services Authority.

ChristopherGodfrey-Faussettfrom

RathbonesvisitsLawnmowersinGateshead.

Our Year2012

S ponsors

Community Foundation - our year 2012


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It has been my great pleasure to chair the CommunityFoundation during a year when we have continued togrow community philanthropy in our area with newdonors, new partnerships and new projects.

Paralympian Josef Craig

was supported with a grant

of 500 last year to help

with the associated costs of

training. He stormed to

victory in the S7 400m

freestyle bringing home a

gold medal and smashing

the world record.

02- enriching livesthrough effective giving


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I must also extend that thanks to my fellow Board

members, to Chief Executive Rob Williamson and

our dedicated staff team and to everyone else

who directly helps us by being part of fund

panels, sitting on committees, supporting our

activities or giving us advice. Particular thanks go

to Board members Richard Maudslay CBE, John

Sands and Roger Kelly, who stepped down during

the year. We also said goodbye to staff members

Suzanne Davies, Andrea Atkinson and Pauline

Johnson, but welcomed Gill Lowing as a new Fund

Development Manager.

There are many highlights of the year throughout

the Yearbook, but one particular privilege was

being able to showcase the work of local groups at

the visit we hosted from His Royal Highness the

Duke of York and his daughter, Her Royal

Highness Princess Eugenie of York. I know the

many young people, volunteers and staff from

the projects represented on the day had a

fantastic time talking about the great work they

do in our communities.

Despite all our good news, it will not be of any

surprise that we remain acutely concerned about

the wider economy. The performance of ourendowment investments directly affects the

money we have to make grants and to run our

office. My fellow Board members and I keep a very

close eye on these matters, but we remain of the

view that we must continue to do all we can to

provide much-needed funding to community

groups in these difficult times. Whilst we have

had to draw on capital in 2011-12, and may do so

again in 2012-13, we do so knowing we can take a

long view on endowment values. All the

experience of endowed foundations is that over

decades, these peaks and troughs even out.

We also know we need to adapt our business

model if we are to remain sufficiently fleet of foot

to deliver our existing work and respond to

opportunities. Over the next year, we will look at

how we run our activities and recover costs.

It is possible that some things will have to go to

make room for new or expanded work. But we

know our best resource is the generosity and

commitment of our supporters and grantees, so

we will also invest more in ensuring we

understand what they think.

I cannot end without noting the huge

contribution made to the Community Foundation

by Sir Tom Cowie OBE, who sadly died in January.

When, 20 years ago, the Charities Aid Foundation

and Charles Stewart Mott Foundation sought to

develop the community foundation model in the

UK, we were one of a small group of infantfoundations offered million each, provided we

could match it to reach an endowment of 2

million. With a further commitment of million

from The William Leech Charity, the then Board

went for an even more daring target of achieving

3 million within three years. Sir Tom made the

largest single contribution to that challenge, a gift

of 1/3 million. In doing so, he helped the

Foundation meet its target remarkably quickly.

And his early endorsement as a businessman of

considerable reputation was a powerful

persuader to others to follow his example.

The rest is history: the challenge enabled the

fledgling organisation to reach take off point, and

now we are the largest community foundation

outside north America. That would have not been

possible without Sir Toms foresight, generosity

and continuing commitment to the organisationas a Board member and latterly a patron.

His name lives on through the Foundations Sir

Tom Cowie Fund, which alone has awarded

almost 1 million through over 300 grants, mainly

supporting young people in Sunderland.

Ashley Winter OBE, Chair

There is no doubt that the Community Foundation is agood news organisation. Happy stories abound, from donors

who come across us for the first time, and from those with whom we

have worked for many years; from long-standing grantees seeking

further backing for their brilliant work, to new groups getting their

first experience of grant funding. It is hugely rewarding to be

associated with such inspiring activities every day. I can only thank

all the individuals, families, businesses and charities whose

generosity and commitment make our work what it is.

Chairswelcome

03

HRHPrincessEugeniemeetsstaff

fromHealthWORKSNewcastle.


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Here in Tyne & Wear and Northumberland we

believe that continuing to build our endowment is

a form of social investment: hugely worthwhile

for donors and for supporting our communities to

thrive. We are, then, delighted to now offer matchfor donors who wish to make new endowment

gifts through the Governments Community First

programme.

But increasingly community foundations will

need also to be hubs for philanthropy not only for

our areas, but of them too. That means engaging

donors for whom our model of funds and grant-

making may only suit their wishes in part, if at all.

Whilst we should not try to be neutral (we are,

after all, passionate about local causes!), we can at

all times commit to being client-centred and

independent of government, and so able to

explore with donors their intents and preferred

styles of giving. In an ever more globalised world,

we must be able to support philanthropists in our

area whose portfolio of giving may incorporate a

fund with us, alongside gifts to national charities

and even work overseas. Happily, our newPhilanthropy Fellowship, generously funded by

the Esme Fairbairn Foundation, is helping us to

focus anew on supporting donors to give

effectively. Whilst it is easy to be bogged down in

contested terms like strategic, what we really

mean is helping donors and ourselves to be

thoughtful philanthropists.

Of course, we cannot ignore the current climate

affecting civil society resources from the smallest

neighbourhood group to the largest international

NGO. We remain of the view that the impact of

public sector funding changes is being felt most

acutely by the small and medium enterprises of

the charitable world which provide vital services

in localities and regions like ours. As a mainly

small-grant maker, we have looked for new ways

to help suited to our role and expertise. As well as

increasing the free advice and mentoring

available through our Community Ventures

partners, we were delighted to respond to a

challenge from one of our own donors to establish

a dedicated fund to help sector organisations

adapt. The result the Survive to Thrive Fund

will have made two rounds of investments by the

time you read this report.

There is also an expanding policy space in which

community foundations, working with others,

can provide local intelligence.

Our undertaking leadership work is not new but

with the disappearance of regional structures and

the pressures on public bodies, this aspect of our

role may be even more significant in the future.

Vital Signs a new report which will provide ahealthcheck, first on Tyne & Wear and then on

Northumberland will, from next year, be a key

way we seek to inform debate on local issues and,

in response, encourage effective community

philanthropy.

Of course, all too often community foundations

have asked each other how big are your assets?

rather than what impact are you having? With

independence, and permanence, comes great

responsibility. We need to show our impact across

philanthropy, grant-making and leadership

through maximisation of all our assets: our

money, yes, but also our networks and our

knowledge. We will be focusing further on that

challenge in the months to come.

Rob Williamson,

Chief Executive

In part, the answer is that our core work is more crucial than ever.

Through donors from all walks of life, we build philanthropic

endowments as community assets to support charitable activity in

perpetuity, regardless of the particular spirit of public policy at any time.

In 2012 philanthropists have surelynever been more in demand from Government policy makers

seeking to grow UK giving, tofrontline organisations wantingtheir donations, to a multiplicity ofadvisors all suggesting they canguide those who give most effectively.Where do community foundations fit in

this rapidly evolving environment? 04

Chief

Executivesreview

Long-standing Community Foundation donor Guy

Readman visiting Foundations Furniture Project in

Gateshead, which benefited from the Survive to Thrive Fund.


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Rob Williamson,

Ashley Winter and Sue

Winfield launch Give2

Sunderland at

Penshaw Monument.

enriching lives through effective giving - 05


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The Ferguson Family at their

home in Northumberland.

06

Individualand family

philanthropy

The Kellett Fund was established in1996 following a 5m legacy from

businessman Douglas Kellett and his

wife Gwen. It supports projects that

improve the welfare of active older

people. The Fund opened for new

applications this year and 10 grantswere agreed in March 2012 for a wide

range of projects providing inclusive

activities for older people and

supporting their participation in

community affairs.

Our year re-launching the Kellett Fund

SanginihasbeensupportedbytheKellett

FundforitsStoriesfrom

ourSistersof

Sunderlandheritageproject.


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Alan says: One of the things that we firmly

believe in is philanthropy in the area where you

live and work and we have been involved with theCommunity Foundation for many years. We

thought that by establishing smaller funds in the

name of the girls would be a great way of

introducing them to that philosophy.

It is important that they receive a good education

and awareness of other social situations and help

where they can as we believe everyone has a

responsibility to their fellow man.

The Emma Newton Fund was established at the

Community Foundation in May 2011 following

18-year-old Emmas tragic death during storms.

Her family wanted to do something positive and

so decided to create an endowment fund in

Emmas name. Fundraising by family members

alongside Emmas many friends, from Coast-to-

Coast runs to Zumbathons, and even an auction of

celebrity spectacles, has raised over 75,000 in

just over a year. Emmas family intends to support

young people in the performing arts through

grants from the Fund, knowing that their tribute

to Emma will live on for generations to come.

Individual and family donors are a particular focus

of The Philanthropy Fellowship, a new initiative

supported by the Esme Fairbairn Foundation,

through which community foundations across

the UK are facilitating activities and opportunities

for philanthropists to meet, learn and become

inspired. The Fellowship in the North East is being

led by the Community Foundation in partnership

with colleagues in County Durham, Tees Valley

and Cumbria. Our vision is to build our regions

strong tradition of philanthropy to create a

network where donors can share information,

ideas and experience with like-minded others,

build on their knowledge of local needs and ways

of giving, and increase the impact of their

philanthropy.

A dinner hosted by the Duke of Northumberland

welcomed the first Fellows, and there has been a

programme of project visits called Focus on

Homelessness, enabling philanthropists to look in

depth at the causes, consequences and responses

to this growing issue. Further plans include a

Philanthropy Lecture on the looked after care

system for young people, and an event inpartnership with The Funding Network for those

interested in giving as part of a group.

From its inception, the Community Foundation hasgrown with the support of individual and family

philanthropists who have chosen different meansto express their passion for local causes.

Long-standing supporters of the Community Foundation, Alan and EileenFerguson have established several funds that reflect their familys philanthropic

interests. They have also set up named funds for each of their three daughters so

that their legacy of giving can continue through the next generation.

enriching livesthrough effective giving-07


Our year the Watson Family Fund

IanWatsonwithhismotherandsisterat

WhickhamHermitageGardeninGateshead.

Emma Newton

One of the most rewarding things that individuals

and families find through working with the

Community Foundation is the ability to give

according to family interest.

The Watson Family Fund was initially established to

award a grant to Whickham Hermitage Garden, an

organisation to which Ian Watsons mother had a

strong affinity and was Honorary President from its

formation in 2003. The Fund has since made further

grants to organisations and charities close to family

members hearts including Gateshead & South

Tyneside Deaf Childrens Society, National

Rheumatoid Arthritis Society and Whickham

Community Bus. As Ian says:

Having the Community Foundation take care of

all the technical and legal aspects of our charitable

giving allows us to concentrate on the really

enjoyable bits of philanthropy: considering

various causes and deciding who and what we

can support.


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Individual and family funds

Frank Acfield Fund Building income

Adderstone Fund 6 grants 10,767

Anonymous L Fund Building income

Anonymous R Fund 2 grants 1,500

Anonymous S Fund Supports the Thriving Communities Fund

Stuart Ayre Fund Supports The Sage Gateshead Fund

Nancy Barbour Award 1 grant 5,000

Barnes Fund 2 grants 3,500

Barnes Grassroots Fund 1 grant 3,607

Jeremy Beecham Schools Fund 8 grants 2,450

Barbara and Chris Beith Fund 3 grants 225

Bellingham Fund 2 grants 1,899

Ron and Louise Bowey Fund 6 grants 12,267

Ron and Louise Bowey Grassroots Fund 1 grant 1,780

Muriel Campbell Fund Building income

Chrysalis Fund 1 grant 3,130

Joan and Alastair Conn Fund Building income

Sir Tom Cowie Fund 8 grants 44,075

John D Grassroots Fund 4 grants 6,016

Duncan and Sarah Davidson Fund 3 grants 2,550

Pamela Denham Grassroots Fund Supports the Women's Fund

Pamela and Dorothy Denham Fund Supports the Women's Fund

Evangelical Fund 4 grants 9,000

Express Enterprise Fund Building income

Fogo Fund Grants made in 2012-13

Fogo Grassroots Fund 3 grants 8,154

George and Peggy Fund 4 grants 5,226

David Goldman Awards 4 grants 24,324

Ian and Jane Gregg Fund Supports the Thriving Communities Fund

Grounds Family Fund 1 grant 449

If Only Fund Building income

If Only...Grassroots Fund Building income

Hokey Cokey (that's what it's all about) Fund Newly matured Acorn Fund

Hoults Family Grassroots Fund Newly matured Acorn Fund

Jackie Haq Fund for Scotswood 1 grant 300

Michael and Christine Heppell Fund 2 grants 1,500

Heyman Travelling Scholarships Fund Grants made in 2012-13

I'Anson Family Fund 3 grants 6,500

Kellett Fund 10 grants 172,664

Kerry Grassroots Fund 2 grants 3,500

Linden Family Fund 12 grants 37,663

Endowment F unds

Fund Name Activities Total



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Maudslay Family Fund 1 grant 643

Maudslay Family Grassroots Fund 1 grant 815

Mitford Fund for Northumberland Supports the Northumberland Fund

Moor Fund Supports the Tiny Lives Fund

NEF Grassroots Fund 1 grant 1,625

Emma Newton Fund 1 grant 750

Out and About Fund 7 grants 10,800

Patch Fund 15 grants 12,000

Percy Family Fund 3 grants 6,800

Prime Fund 4 grants 10,112

Prime Grassroots Fund 6 grants 20,169

Readman Family Grassroots Fund 19 grants 47,407

Carrie Reay Grassroots Fund 3 grants 2,100

Reeds Grassroots Fund 3 grants 4,644

Riding Grange Grassroots Fund 2 grants 1,198

Jane Robertson Alnwick Fund 2 grants 580

Brian Roycroft Fund 19 grants 12,546

Shears Grassroots Fund 1 grant 2,860

Smail Family Fund Grants made in 2012-13

Johnnie and Tricia Smith Fund Building income

South Tyne Valley Fund Supports the Stuart Halbert Foundation

Barry and Faga Speker Fund 2 grants 300

St Cuthbert's Fund Supports repairs to St Cuthbert's Church

Star Fund 10 grants 4,990

Sutherland Fund Supports the Northumberland Fund

Suz Grassroots Fund 1 grant 1,625

Taylor Fund 14 grants 35,012

Tess Fund 1 grant 1,000

Thornton Family Grassroots Fund 1 grant 500

Three Valleys Fund 2 grants 2,000

Three Valleys Grassroots Fund 3 grants 6,310

Treeline Grassroots Fund Building income

Tyne & Wear Grassroots Fund 2 grants 944

Vicky F Grassroots Fund Grants made in 2012-13

Watkin Family Fund 8 grants 26,732

Ted Weekes Fund 8 grants 7,364

Willis Charitable Fund 1 grant 2,277

Winfield Fund Newly matured Acorn Fund

Winter Family Fund 2 grants 3,722

Winter Family Grassroots Fund 4 grants 9,355

C H Wood Fund 1 grant 4,500

Endowment F unds ( Continued)




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Individual and family funds (continued)

Pamela and Dorothy Denham Community First Fund New fund

Hokey Cokey Community First Fund New fund

Kerry Community First Fund New fund

Linden Community First Fund New fund

Reeds Community First Endowment Fund New fund

Community F irst Trust for Tyne & W ear and N orthumb erland( Endowment funds estab lished with match from the Government's Community F irst programme.)

Fund Name Activities

AJM Geoffrey and Ann Purves

Baring Family PZ

Christopher Beadle Matthew Ridley

Burnell Family Jenny Saunders

Abigail and Stephen Crampton Shipley Family

Andrew and Charlotte Dixon Esmee Slattery

Dream Jar Speke Family

Elgon Spriggs Family

David and Gitta Faulkner Srivastava Grassroots

Adrian and Ingrid Gifford Roy Stewart

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 Lucy Winskell

Proudfoot Family

Acorn F unds( Endowment funds which are growing over time; some contrib ute their income to other funds.)

Name


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enriching livesthrough effective giving - 11

Anonymous M Fund 1 grant 14,250

Peter & Angela Barratt Fund 2 grants 2,000

Crozier Fund 5 grants 14,963

John D Fund 9 grants 12,692

Robbie Elliot Fund New fund

Hospital Visits Fund 1 grant 500

Hugonin Family Fund 2 grants 6,500

Josephs Family Fund 4 grants 2,000

Pam Katirai Memorial Fund Dormant fund

Helen McArdle Fund Grants to be made in 2012-13

Lily Matthews Fund New fund

Readman Foundation 11 grants 11,564

Ridley Family Fund 14 grants 45,998

Share Family Fund Dormant fund

Trevelyan Fund 1 grant 600

Watson Family Fund 10 grants 15,390

R evenue F unds



14/40

The CommunityFoundationscorporate donorsare businesses ofall shapes and

sizes, but we prideourselves on beingable to offer eachof them ways togive that fit theirindividual intent

and styles.

One of our regions leading law firms, Muckle LLP,

first established a fund at the Community

Foundation in 2002 and so celebrated its 10th

anniversary this year. During that decade, the

Muckle LLP Funds have supported 250 groupswith grants totalling over 290,000.

Donations are made each year by the firms

partners, and grants are awarded as match for

fundraising activity carried out by its

employees. The Funds also support grassroots

projects across Tyne and Wear. Recent

recipients have included Gateshead Bowling

Club for bowling shoes, Tynemouth Mencap

Society towards a new heating system and

Nice Swan Theatre Company in Gateshead for

room hire.

This year Muckle LLP has also supported

Stamfordham First School in Northumberland

with 3,100 to create a community garden on a

previously underused site at the edge of the

school grounds. This donation, which was

made through the Foundations Local

Environmental Action Fund, came about from

Muckle LLP using an approved system to

measure its carbon footprint, reduce it as far as

possible then calculate the cash equivalent of

the emissions that it had not been able to

eliminate to give to a local environmental

project.

North 150 is a new fund which was set up

using money raised by North of England P&I

Association to celebrate its 150th anniversary

in 2010.



The Muckle LLP Fund committee visited Gateshead

Borough Bowling Club to celebrate 10 years of giving

through the Community Foundation.


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Our yeara great AGM supported by UBS

UBS was delighted to beable to support theCommunity FoundationsAGM in 2011 which was held

at Alnwick Garden inNorthumberland. Not onlywas it a fantastic venue butthe event itself highlightedthe huge impact that givingthrough the CommunityFoundation can have on thelocal communities acrossTyne & Wear andNorthumberland, and it wasour privilege to be part of it.

James Garbutt, UBS

13

Corporategiving

It has made grants totalling 9,000 to groups

including 7th Gateshead Scout Group for new

camping equipment, Parkinsons UK Sunderland

Branch for transport costs and DSD Community

Tenants and Residents Association in Gateshead

for their community garden.

Also launched this year was our partnership with

Santander to support growing social enterprisesthrough its Social Enterprise Development Award

(SEDA). Three social enterprises of different sizes

in our area received awards: Trust in the North in

Northumberland received 50,000 to develop its

confectionary business Kenspeckle, Rising Sun

Farm Trust in North Tyneside received 30,000

towards its new stable block, and Hextol

Foundation in Northumberland received 15,000

towards business planning and development. In

2012, SEDA will roll out through community

foundations across the country, and we will be

making further awards in the North East, Cumbria

and East Yorkshire.

This year we also established our first Community

Benefit Fund through a renewable energy scheme

with RWE npower at Kiln Pit Hill Wind Farm in

south west Northumberland. The fund will run for

25 years providing support for local community

activity in consultation with a panel of local

people.

We have continued to receive generous support

from businesses over the last 12 months which

helps to keep our running costs to a minimum and

our events and publications to a high standard.We would like to thank UBS, Muckle LLP, the Co-

operative Bank, Rathbones, Ward Hadaway,

Deloitte and Gilbert Johnston Photography for

their sponsorship and in-kind support.

TheNorth150Fundawarded

3,4

50tothe7thGatesheadScouts

fornewcampinge

quipment.

Paul Gorman (right) from

Santander visits

Kenspeckle, Trust in the

Norths confectionary

business that won the

50,000 Social Enterprise

Development Award.


16/40

Corporate funds

Akzo Nobel International Paint Fund 26 grants 17,434

Amec Offshore Fund 3 grants 9,000

Bellway Fund 4 grants 1,100

Benfield Motors Fund Grants made in 2012-13

Bonas Machine Company Fund 3 grants 1,000

British Beer & Pub Association Fund 1 grant 4,000

Canford Audio Fund Building income

CNL Young People's Fund 9 grants 31,262

Fergusons of Blyth Fund 2 grants 5,900

Green Scheme Fund 1 grant 1,512

Homeless Young People Fund Building income

John Laing Fund Grants made in 2012-13

JPMorgan Fund Building income

Muckle LLP Fund 47 grants 32,190

Muckle LLP Grassroots Fund 6 grants 8,534

Newcastle Brown Ale Fund 9 grants 22,975

Newcastle Building Society Community Fund 17 grants 10,000

Northern Powergrid Fund 4 grants 11,967

Northumberland Group Fund 7 grants 36,457

Northumbrian Water Fund 9 grants 4,984

P&G Fund 27 grants 25,709

P&G Grassroots Fund 6 grants 4,537

PricewaterhouseCoopers Fund Building income

Ringtons Fund 8 grants 18,539

Rolls-Royce Fund 2 grants 1,000

SMD Fund Grants made in 2012-13

Tolent Fund Supports the Thriving Communities Fund

Tyne Tees Television Fund Supports the Thriving Communities Fund

Vaux Fund 2 grants 5,888

Ward Hadaway Fund 3 grants 1,150

Endowment F unds


14- enriching lives through effective giving


17/40

Carillion Community Fund 5 grants 20,764

ContiTech Beattie Fund 3 grants 3,921

Croft Veterinary Hospital Fund 2 grants 4,060

Dicksons Fund 4 grants 1,750

Gateshead Housing Company Community Fund 17 grants 51,269

Nigel Wright Consultancy Fund 15 grants 10,956

North 150 Fund 5 grants 9,000

Owen Pugh Fund 10 grants 15,000

Port of Tyne Fund 16 grants 50,431

Rio Tinto Alcan Fund 14 grants 11,700

RWE npower Kiln Pit HillWind Farm Community Benefit Fund New fund

Ryder Architecture Fund Dormant fund

Sage Community Fund 11 grants 49,116

Santander SEDA 3 grants 95,000

Specials Laboratory Fund 8 grants 10,000

UK Land Estates Fund Grants made in 2012-13

R evenue F unds




18/40

The Community

Foundations themeand affinity fundsprovide effectiveways for people withcommon interests inphilanthropy to

share ideas andpool resources forgreater impact.

16

Themeand affinity

funds

The Survive to Thrive Fund, launched this

year, is the brainchild of Guy Readman OBE.

Guy is a highly experienced philanthropist

and issued a challenge to others to match

fund with him, so making a joint effort toaddress the pressing needs faced by

voluntary organisations in adapting to the

new funding environment.

Members of the Chopwell and

Blackhall Mill Live at Home

Scheme in Gateshead take part in

fuel efficiency bingo as part of

the Surviving Winter campaign.


19/40

Guy has pledged up to 175,000 a year for two

years to establish a revenue fund to address the

issue. The initial total offer could therefore realise a

fund of 700,000. We were delighted that the Sir

Tom Cowie Fund, Ridley Family Fund, the William

Leech Charity Fund, Gateshead Council and two

anonymous donors have taken up the challenge.

The first grants made in February 2012 prove the

funds worth. One of the six successful applicants

was Foundations Furniture Project in Gateshead,

which used its grant to employ a Business

Development Officer who has implemented a new

pricing structure and marketing campaign,

increasing turnover month on month and starting

to take the organisation away from its historic

reliance on grants. Bernie McGill says: The Survive

to Thrive Fund makes perfect sense because it

helps organisations like us to think about how to

do things differently rather than just hoping

things will change.

TheTiny Lives Fund provides additional support

to the special care baby unit at the RVI in

Newcastle. The unit cares for around 600 babies

each year from across the North East region who

are born either ill or prematurely. Last year, almost

270,000 was raised through fundraising events

and activities organised by both Tiny Lives staff

and the families and friends of the babies that

have received care. This money helps to buy extras

such as specialised equipment, refurbishment of

flats to allow parents to stay at the hospital so they

are close to their baby and to subsidise the costs of

travel for parents to and from the hospital.

The top award winners at the High

Sheriff Tyne & Wear Youth Awards

Ceremony at St James' Park.

enriching livesthrough effective giving- 17

TheSurviving Winter campaign was part of an

initiative run by community foundations across

the UK to support older and vulnerable people in or

at risk of being in fuel poverty over the winter

months. The campaign asked those people who

received the winter fuel allowance but did notneed it to donate it to the fund at their local

community foundation. Almost 30,000 was

raised from generous donors in Tyne and Wear

and Northumberland, with a total of 2.3 million

raised nationally. Surving Winter was endorsed by

many celebrities, and Saga was a national partner

helping to generate donations from its members.

Locally, we worked with the charity National

Energy Action to provide information and support

to those in need to help them out of fuel poverty

in the future and therefore reduce the risk to

their health.

TyneTheatreStageSchoolperformatthe

annualTinyLivesBlack&WhiteParty.


20/40


OlympicsandParalympicsGamesMakersgather

tocelebratere

ceivingaPlayYourPartBursary.


Themeand affinity

funds

The Sunshine Panners,

Northumberland High

Sheriff Award winners, play

at the annual ceremony.

The chance to be a Games Maker volunteer at

the London 2012 Olympic and Paralympic

Games was a once-in-a-lifetime experience.

But for some young people in North East

England, the cost of taking part as an official

Games Maker meant that they might not

have been able to take up their place.

The Play Your Part Fund was a scheme set

up at the Community Foundation to raise

money from local councils, businesses and

members of the public to help support some

of those young people with bursaries

towards volunteering expenses. The Fund

raised 27,000 and 24 young people from

across the region received support.

Our other theme and affinity funds continueto receive generous gifts from donors from all

walks of life. Once again we made awards

from the Funds for the High Sheriffs of

Tyne & Wear and Northumberland to

help young people avoid becoming involved

in crime and anti-social behaviour.

And during the year we also refocused the

priorities of our main unrestricted

endowments, Thriving Communities and

Northumberland Funds, to suit our

philanthropy strategy. As well as using these

resources to leverage support for projects of

particular significance, we have contributed

to a project with Northern Rock Foundation

and the Local Enterprise Partnership to

examine the market for social investment in

the North East.


21/40

Theme and affinity funds

North East Fund for the Arts New fund

Asian Fund 4 grants 4,500

Joy Higginson Fund 1 grant 645

George Loggie Fund Managed as part of the Young Musicians Fund

Northern Angel Fund for Berwick 20 grants 35,986

Northumberland Fund Managed as part of Thriving Communities Fund

Northumberland High Sheriff Youth Awards 42 grants 26,550

People of Ward Hadaway Fund Supports the Women's Fund

Sammy Johnson Memorial Fund 27 grants 33,760

Tessa Hide Fund Supports the Brian Roycroft Fund

Thriving Communities Fund 1 grant 2,000

Tiny Lives Fund 79 grants 176,285

Tyne and Wear High Sheriff Youth Awards 48 grants 25,050

Women's Fund 15 grants 27,122

Young Musicians Fund 21 grants 7,131

Endowment F unds


Give2 Gateshead Fund New fund

Give2 Newcastle Fund New fund

Give2 Northumberland Fund New fund

Give2 North Tyneside Fund New fund

Give2 South Tyneside Fund New fund

Give2 Sunderland Fund New fund

Community F irst Trust for Tyne & W ear and N orthumb erland

( Endowment funds estab lished with match from the Government's Community F irst programme.)

Fund Name Activities

Asylum Seekers' Hardship Fund Grants to be made in 2012-13

Abdul Latif, Lord of Harpole, Memorial Fund Grants to be made in 2012-13

Play Your Part Fund Grants made in 2012-13

Q ueen's Jubilee Fund for Tyne & Wear 1 grant 1,680

Survive to Thrive Fund 6 grants 137,550

Surviving Winter Campaign 3 grants 15,727

R evenue F undsFund Name Activities Total



22/40

The CommunityFoundation uses its

expertise in philanthropyto support wider charitable

investment in the regionthrough a range of

partnership programmes,

and it delivers localinitiatives that help meet

community needs.

The Community Foundation is working with its sister organisations in County

Durham and Tees Valley to deliver a programme of European Social Fund

small grants to organisations working with people seeking to become ready

to access the jobs market. To date, a total of 21 grants have been made,representing an investment of 194,404 in this valuable work.

LEAF, the Local Environmental Action Fund,

is a collaborative venture involving the

Community Foundation, Shears Foundation,

Greggs Foundation and an anonymous donor. It

was recognised at the 2011 Community

Foundation Network Annual Conference as a

pioneering example of how philanthropy can

address the pressing environmental challenges

facing local communities. This work has continued

over the year by supporting a total of 26

environmental projects with 175,245 in grants.

The Foundation has continued to deliver

Community Cash, Local Communities and Large

Grant funding programmes on behalf of

Comic Relief to tackle disadvantage. Over 60

Comic Relief grants have been made with a

combined value of 130,000.

Our Fair Share Trust programme in

Northumberland is now entering its final phase.

Although a range of interesting local projects

continue to be supported, ranging from

community transport schemes in Seaton Valley to

the creation of a skate park in East Ashington, the

focus is increasingly on securing the legacy of the

programme and evaluating the learning that hastaken place over the ten years.

Our Community Ventures project has been

supporting the local charitable sector since 2003

through a group of business people and

entrepreneurs who give their advice and time

freely to help organisations make a step change in

how they operate or achieve a particular objective.

During the year, 11 organisations have received

support through the programme with seven of

these continuing to be supported, including

Revive Enterprise and Headstrong Productions in

Northumberland, Streetwise in Newcastle,

Womens Health in South Tyneside and

Rutherford AFC in Gateshead. The number of

business people involved has risen to 13, all of

whom bring a rich and varied experience from the

private, public and voluntary sectors.


ORCA was awarded a grant from the

Local Environmental Action Fund to

give local children the opportunity to

spot North Sea marine life.

20

Projects,programmes

andpartnerships

TheFairShareTrusthassupportedthe

creationof

askateparkinEastAshington.


23/40

Projects, programme

and partnerships

Comic Relief Community Cash 55 grants 50,000

Comic Relief Large Grant 1 grant 15,000

Comic Relief Local Communities 8 grants 47,233

Community Ventures 1 grant 1,000

European Social Fund Community Grants 21 grants 194,404

Fairshare Blyth Valley 7 grants 139,674Fairshare Wansbeck 2 grants 199,993

Grassroots grants for Newcastle 24 grants 57,908

Grassroots grants for North Tyneside 26 grants 51,025

Grassroots grants for Northumberland 26 grants 59,005

Local Environmental Action Fund 25 grants 175,245

Localgiving.com 225 grants 35,153

Endowment F unds


With nationally contracted work through Arts & Businessesending, The Sponsors Club at the Community Foundation nowconcentrates on advocating why businesses and individualsshould support the cultural sector with time as well as money.A key focus is developing a North East Fund for the Arts, whichwill be supported through match funding and capacity buildingsupport from Arts Council, England.

Meanwhile, CultureMatch, our project to bring business expertise

into the arts and cultural sector and develop business peoples

own skills had its most successful year to date. We also worked

with partners in Yorkshire and the North West to provide support

to the arts and cultural sector including a conference in York. In

addition, there was our 21st birthday celebration in May 2012

and a commemorative publication 21 ways of looking at the

Sponsors Club written by Mark Robinson.

Our yearcelebration and change at The Sponsors Club



24/40

The Foundationenables nationalcharitable trusts toundertake effectivelocal grant-makingin the North Eastinformed by ourknowledge andexpertise. It alsoprovides a vehiclefor continuing thework of charitable

funds that no longerwish to managetheir own affairs.

We continue to work with The Henry Smith Charity,

one of the countrys leading charitable trusts, to

support its grant-making across the North East.

We are very pleased to do so because, in an

increasingly difficult regional funding environment,

access to Henry Smith Charity grants is moreimportant than ever to many local organisations.

We have provided advice on applications, assessed

proposals and prepared a review containing local

intelligence for the Charitys staff and trustees.

We have managed grants to 28 local agencies from

across the region, which have benefitted from a

total of 658,700 of Henry Smith Charity funding.

This year saw us commence our partnership with

the London-based Dulverton Trust, on behalf of

which we are now making small grants inNorthumberland, Tyne & Wear, County Durham

and Tees Valley. The Dulverton Trust Fund, which

has a particular focus on supporting youth

opportunities and activities that benefit

disadvantaged communities, has made 35 grants

totalling 115,557 to projects across the

North East.

Transferring charitable assets to the Community

Foundation for use as a restricted fund provides

charitable trusts that are winding up with an

option to ensure that their good work continues

in perpetuity. This year saw the transfer of the

Rose Joicey Fund, which previously operated

under the aegis of Newcastle Council for Voluntary

Service, to the Foundation. Our new Rose Joicey

Fund will continue to support the cost of holidays

or short breaks for families in need within Tyne &Wear, Northumberland and County Durham.

Grant-making from the new fund will commence

in the Autumn of 2012, when sufficient

endowment income has been accumulated.

22

Charityand trust

funds


TheHen

rySmithCharityhassupportedthe

volunteer

co-ordinatorsalaryattheWestEnd

RefugeeS

erviceinNewcastle.

The Dulverton Trust Fund awarded Consett

Churches Detached Youth Project in County Durham

a grant to go sailing with Ocean Youth Trust.


25/40

Charity and trust funds

Abbot Memorial Fund 85 grants 7,275

John Bell Fund 8 grants 29,000

Berwick Academy Endowment Fund 22 grants 8,575

Bird Family Fund 4 grants 1,000

Joseph Brough Charitable Trust 4 grants 26,090

Carr-Ellison Charitable Trust Fund 61 grants 21,035

Chapman Fund 4 grants 19,716

Fred Clay Fund 16 grants 5,460

Roland Cookson Fund 12 grants 43,070

The George Cringle Scholarship Fund 1 grant 858

David Dockray's West End Young People's Fund 15 grants 36,048

Durham Fund 2 grants 2,095

FARNE Fund 1 grant 2,000

Frederick Milburn Fund 2 grants 3,244

Allison Greenlees Continuation Fund 6 grants 4,500

Greggs Fund Supports the Thriving Communities Fund

Sir James Knott Trust Fund Supports the Thriving Communities, Northumberlandand Durham Funds

RW Mann Fund Supports the North Tyneside FundLady Grey Memorial Fund Building income

Hadrian Trust Fund Supports the Community Foundation's operating costs

Rose Joicey Fund New fund

Latterford Fund 1 grant 500

Leech Challenge Fund 3 grants 8,320

William Leech Charity Fund 5 grants 22,970

G S May Family Fund 6 grants 10,000

Lady Noble Memorial Fund 1 grant 698

Joseph Rowntree Charitable Trust Fund 1 grant 6,926

Sunderland Industrial & Reformatory School Fund 3 grants 1,308

Treeline Fund 13 grants 2,000

Endowment F unds


Dulverton Trust Fund 35 grants 115,557

Henry Smith Charity 30 grants 658,700

North Tyneside Fund 2 grants 1,141

North Tyneside Women's Aid Legacy Fund 1 grant 5,000

The 43 Fund 20 grants 40,697

R evenue F unds



In addition to the above funds, the Community Foundation provides the Trustees of the 1989 Willan

Charitable Trust with grant-making support and administration


26/40

Several charities have agency fundsestablished at the CommunityFoundation specifically to benefit their worknow and for years to come. Some are set up by theorganisations themselves and others by donors.

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. Through two such funds, the Community

Foundation makes a substantial investment in the North East cultural sector.

The Sage Gateshead Fund is the largest arts

agency endowment in the UK outside London.

The organisation is recognised for performances

by internationally renowned musicians includingits own orchestra, Northern Sinfonia. During

2011-12, nearly 300,000 people attended a

ticketed event.

The Sage Gateshead is equally well known for its

work harnessing music to effect social change,

with learning and participation taking place in

communities across north east England, and at the

iconic building in Gateshead. Some of the groups

regularly engaged include young people not in

employment, education or training; refugees and

asylum seekers; older people; gifted and talented

young musicians; non-professional musicians; and

special needs adults and young people.

In July 2011, the PLAY weekend celebrated 10

years of the learning and participation programme

with activities including a world-record-breaking

i-ocarina orchestra. 2012 marks ten years of The

Sage Gateshead Fund at the Community

Foundation, and we are delighted that the

organisation has the opportunity to match

further gifts to build a second endowment that it

will invest itself to support its new andinternational work.

Seven Stories is the national centre for childrens

books in Newcastle, showcasing the finest authors

and illustrators for children through exhibitions,

events and learning, and through its unique

collection. In 2011, The Enid Blyton Fund for

Seven Stories was established at the Community

Foundation to inspire children from different

walks of life to enjoy reading and the life

opportunities it brings.

The Fund was set up following the decision of the

trustees of the Enid Blyton Trust for Children totransfer its assets to the Foundation for the

benefit of Seven Stories, and wind up the original

charity. During the year, Seven Stories opened two

exhibitions: Through the Magic Mirror: the world

of Anthony Browne, and Daydreams and Diaries:

the story of Jacqueline Wilson.

Meanwhile, there were over 9,000 school visitors,

and over 11,000 children took part in outreach

workshops and events in their schools and other

venues.

Seven Stories continued working with Action for

Children, leading to over 400 children and 180

parents taking part in projects across the UK that

used picture books to inspire families to enjoy

creative play and activities together. Other projects

included work with special educational needs

children, and the Frances Lincoln Diverse Voice

Book Award encouraging culturally diverse

writing for 8-12 year olds.

The Foundation also holds an agency endowment

to support the work of the Evening Chronicle

Sunshine Fund, a charity originally part of theFoundation which is now fully independent.

The organisation aims to enhance the lives of local

disabled children and their families through the

provision of essential equipment, learning aids and

custom-built apparatus.

Agencyendowment

funds

24


SevenStorieshostsapirateeventfor

youngvisitorsSevenStories.


27/40

Agency funds

Enid Blyton Fund for Seven Stories 3 grants 31,752

Evening Chronicle Sunshine Fund 4 grants 5,608

The Sage Gateshead Fund 4 grants 583,972



CoMusica 10th

anniversary at

The Sage

Gateshead c.

Dan Brady.

The donors to The Community Foundations 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 Trust.

There are opportunities to name spaces in The Sage

Gateshead in perpetuity and to add to the endowment

funds. Please contact Katherine Leadbeter at The

Sage Gateshead on 0191 443 4563.

Seven Stories hopes to continue growing its

endowment fund and welcomes contributions from

other donors. Please contact contact Amanda

Beckham on 0845 271 0777.

To find out more about how to support The Evening

Chronicle Sunshine Fund, contact Caroll Pattison,

Sunshine Fund Director, on 0191 201 6289


28/40

Ourimpact

26

From April 2011 to March

2012, the CommunityFoundation made 1,695grants totalling 4.6m.We established 9 new

endowment funds and 10new revenue funds.

We received new donationsto our endowment totalling1.4m and annual gifts

totalling 2.7m. At the endof the year, we held 259

donor funds.

We received nearly 3,000 grant

applications, making a success rate

of 58%. The number of grants made

was up on the previous year

although the total amount awarded

was down by 4%, mainly because

of the ending of the main

Government Grassroots Grants

programme in March 2011.

In addition, the 1989 Willan

Charitable Trust awarded 143

grants totalling 492,106 through

the support of the Community

Foundation.

Area of benefit of 2011-12grants by total amount awarded

The percentage allocations of

funding to our different areas have

changed very little from those of

2011-12 and show the money we

distribute varies considerably

within our area of benefit. To make

sense of the headline figures in the

pie chart, it is useful to map the

amount of funding we distributed to

benefit each Tyne & Wear and

Northumberland local authority

area against its population size,

excluding grants given for activities

across the whole region.

The table on the next page indicates

that four areas received less than

might be expected, with Sunderland

again standing out as the least well

served of our areas.

Breakdown of grantsawarded by fund type


Community Foundation main funds 1,550 3,189,825

ESF Community Grants 21 194,404

Fair Share Trust 9 339,667

Grassroots Grants 85 167,938

Henry Smith Charity 30 658,700

Newcastle26%

NorthTyneside

7%

SouthTyneside

5%

Northumberland

26%

Sunderland7%

Region and UK16%

Gateshead13%


29/40

Newcastle 20 27 + 7

Northumberland 22 40 + 18

Gateshead 13 9 -4

South Tyneside 11 6 -5

North Tyneside 14 8 -6

Sunderland 20 10 -10

Themes and outcomes by number of grants awarded

At the end of 2010-11, the Community Foundation

adopted its new philanthropy strategy, focusing

our work under three themes: supporting people to

overcome disadvantage, creating stronger

communities and making our area a good place to

live. Our main tool money through grant-making

has been used most frequently to target people

experiencing disadvantage (61% of grants made,

or 2.5m awarded) in line with our principle of

advocating for disadvantaged people.

The most frequent outcome of grants made in the

year was the provision of services and activities

that work including new or expanded projects

with the emphasis on quality and effectiveness.

Just over a fifth of grants were designed to help

organisations grow and develop rather than

focusing specifically on their services. Meanwhile,

6% of grants supported work whose focus was on

influencing better policy and practice affecting our

communities.


Local authority area % of total Tyne & Wearand Northumberland

population

% of Tyne & Wear and

Northumberland

grants by value

Variance

Supporting peopleto overcome

disadvantage61%

Creatingstronger

communities29%

Making thearea a goodplace to live

10%

Provision ofservices oractivities

73%

Strongerorganisations

21%

Change inpolicy orpractice

6%


30/40

Beneficiaries of 2011-12 grants by total amount awarded

The majority of our spending was concentrated

again on supporting activities to benefit whole

communities, and on work with children and

young people. The proportions are virtually

unchanged on those in 2010-11. Within the

disability category, the beneficiary groups

receiving most support were people with

learning disabilities and those with mental

health issues.

Size of grants by number awarded 2010-11

88% of our grants were for amounts up to

5,000, much the same percentage as in 2010-11.

However more were made at the smaller end of

that scale than in the previous year as a result of

the closure of Government grant programmes

run by the Community Foundation which offered

larger amounts to groups. Whilst all small grants

are of value, it will be important to continue to

ensure the availability of sums of 5,000 to

10,000, as such amounts can support important

activities carried out in local areas more

consistently and to a wider beneficiary group.

Wholecommunity

45%

Children and

young people40%

Black andminority ethnic

2%


Older people6%

Disability

7%

Under1,000

63%

Over 10,0005%

5,001 - 10,0007%

1,001 - 5,000

25%


31/40

Philanthropy development

New funds in 2011-2012

Fund type Endowment Revenue

Individual and family Emma Newton Fund Anonymous M Fund

Hokey Cokey Community First Fund Robbie Elliot Fund

Kerry Community First Fund Lily Matthews Fund

Linden Community First Fund

Reeds Community First Fund

Corporate North 150 Fund

Santander Social EnterpriseDevelopment Award

Charity/ trust Rose Joicey Fund Dulverton Trust Fund

Theme/ affinity Give 2 Gateshead Fund Q ueens Jubilee Fund for Tyne & Wear

Give 2 Northumberland Fund Surviving Winter

Programme/ partnership Localgiving.com

ESF Community Grants

Agency Enid Blyton Fund for Seven Stories

enriching livesthrough effective giving- 29

We have continued to increase philanthropy through

current donors, who added to existing funds with gifts

of over 1 million, and through 19 new funds established

during the year. Of these, 9 were endowment funds and

10 revenue funds. The majority were set up by individual

and family philanthropists.

At the time of publication, the Community Foundation

held 259 funds. The majority, 140, were individual and

family funds. There were 46 corporate funds, 34 charity

and trust funds, 24 theme and affinity funds,

12 programme or partnership funds and 3 agency funds.

Of the funds, 204 were endowment funds, and 55

were revenue funds.


32/40

In 2012-13, the valueof our endowmentfell to 46.9m from47.4m in March2011 as a result ofcontinuing turbulentconditions in

financial markets.

We added new donations and transfers

to the endowment of 1.4m, slightly

down on the previous year when we

were operating the Grassroots Match

challenge. The new Community First

Endowment match scheme launched

very late in the year, but we were ableto secure half of the match available in

the very short timescale.

Our overall income for the year fell to 5.4m

from 6.7m due to significant reduction in

grants from public bodies as Grassroots

Grants and Endowment Match came to an

end. Our expenditure also reduced from

6.2m to 5.7m, the majority of which was

the result of the hard work of the staff teamto reduce operating costs. Meanwhile, we

were pleased to maintain grant-making at

over 4.6m.

The Finance & Investment Committee

continued to meet quarterly with our

investment managers. The Board was

satisfied with performance on the funds for

the year, with the average total return on

the main fund being 2%. My thanks to

colleagues on the Committee whose

commitment and expertise helps to ensure

we maximise value from the endowmentand manage our finances efficiently and

effectively.

Following the restructure last year the

Board made a commitment to reduce the

deficit on our administration budget to zero

by March 2013. Although there was a deficit

for 2012 year end, it was less than budgeted

for, and we have been able to set a break-

even budget for the 2013 year. The Boardreviewed its reserves policy during the year,

setting a policy that is fit for purpose for

future commitments and which covers

longer-term commitments to review

premises and systems.

Colin Seccombe, Treasurer

Treasurersreport

30



33/40

Summary of our accountsCommunity F oundation serving Tyne & W ear and N orthumb erland

Balance sheets as at 31 March 2012


Fixed assets

Endowment fund investments 46,714,984 47,539,464 44,856,773 45,720,498

Investments - - 100 100

Tangible assets 23,609 9,998 23,609 9,998

46,738,593 47,549,462 44,880,482 45,730,596

Current assets

Debtors 65,595 52,394 59,179 50,982

Cash on short term deposit 1,009,500 3,310,517 1,009,500 3,310,517

Cash at bank and building society 3,256,784 1,331,861 3,160,137 1,274,194

Total current assets 4,331,879 4,694,772 4,228,816 4,635,693

Creditors: amounts falling

due within one year ( 1,127,583) (1,414,942) ( 1,126,913) (1,413,096)

Net current assets 3,204,296 3,279,830 3,101,903 3,222,597

Total assets less current liabilities 49,942,889 50,829,292 47,982,385 48,953,193

Capital funds

Endowment fund 46,925,577 47,427,531 44,994,291 45,575,066

Income funds

Restricted 1,650,396 1,991,559 1,621,178 1,967,925Unrestricted 1,366,916 1,410,202 1,366,916 1,410,202

49,942,889 50,829,292 47,982,385 48,953,193

Group2012

Group2011

Charity2012

Charity2011


34/40

32- enriching lives through effective giving

Community F oundation serving Tyne & W ear and N orthumb erland

Consolidated statement of financial activities for the year ended March 2012

Incoming resources

Incoming resources from generated funds:

Voluntary income:

Donations 616,492 1,556,592 1,163,656 3,336,740 3,443,753

Grants from public bodies 47,849 411,890 133,262 593,001 1,963,752

Activities for generating funds:

Fundraising events - 52,760 - 52,760 78,820

Investment income 504,304 864,389 - 1,368,693 1,177,131

Other incoming resources 18,910 - - 18,910 20,991

Total incoming resources 1,187,555 2,885,631 1,296,918 5,370,104 6,684,447

Resources expended

Costs of generating funds:

Costs of generating donations 195,845 100,364 - 296,209 352,050

Costs of fundraising events 6,630 44,339 - 50,969 70,799

Investment managers fees - - 165,822 165,822 160,221

Charitable activities 1,371,489 3,712,326 - 5,083,815 5,491,488

Governance costs 87,272 5,932 - 93,204 108,534

Other resources expended 18,910 - - 18,910 20,991Total resources expended 1,680,146 3,862,961 165,822 5,708,929 6,204,083

Net ( outgoing) / incoming

resources before transfers (492,591) (977,330) 1,131,096 ( 338,825) 480,364

Gross transfers between funds 449,305 636,167 (1,085,472) - -

Net ( outgoing) / incoming (43,286) (341,163) 45,624 ( 338,825) 480,364

resources before taxation

Restrictedfunds

Unrestrictedfunds

Endowmentfunds

Total2012

Total2011


35/40


Community F oundation serving Tyne & W ear and N orthumb erland

Consolidated statement of financial activities for the year ended March 2012 ( continued)

Net ( outgoing) / incoming (43,286) (341,163) 45,624 ( 338,825) 480,364resources before taxation

Taxation - - - - -

Net (outgoing)/incoming

resources before other recognised

gains/losses (43,286) (341,163) 45,624 ( 338,825) 480,364

Gains & losses on investment assets - - (547,578) ( 547,578) 2,596,707

Net movement in funds (43,286) (341,163) (501,954) ( 886,403) 3,077,071

Fund balances brought

forward at 1 April 2011 1,410,202 1,991,559 47,427,531 50,829,292 47,752,221

Fund balances carried

forward at 31 March 2012 1,366,916 1,650,396 46,925,577 49,942,889 50,829,292

Restrictedfunds

Unrestrictedfunds

Endowmentfunds

Total2012

Total2011

The full accounts were approved by the Board on 25 September 2012 and are available on our website or from our office.


36/40

By giving locally through the Community Foundation you can:

Box Youth Project were

awarded a grant from

LEAF for 4,800 to help

improve Blakeney

Woods in Sunderland.

Your givingoptions

34


FoundationofLighthasbeensupported

bytheTyne&WearHighSheriff.

Benefit from our experience and knowledge

of grant-making and understanding donorswishes, meaning you have peace of mind

knowing your donations will be effective and

reach into the heart of our communities.

Avoid the legal and administrative burden of

running a separate charitable trust or making

your own donations to groups.

Set up a named fund to give now or build one

over time. Your gift can be invested in ourendowment to provide revenue for grants

each year, or used as flow-through funding

with the amount given used for grants

annually.

Leave a gift in your Will to either set up your

own named fund, support one of our themeor affinity funds including our Thriving

Communities Fund or donate to a Give2 area

fund. Donations can also be made in memory

of a loved one.

There has never been a better timeto give. Doing so through theCommunity Foundation is rewarding,enjoyable and now simpler than ever.


37/40

Give2 Gateshead Fund Give2 Newcastle Fund Give2 Northumberland Fund Give2 North Tyneside Fund Give2 South Tyneside Fund Give2 Sunderland Fund

Our existing donors can establish a new

Community First endowment fund, which

reaches a level of at least 10,000 with the

match funding which can be achieved with a

donation of 7,000 if you are eligible for Gift Aidor 7,500 if you are not eligible for Gift Aid.

New donors can get their philanthropy off to a

great start by establishing a named Community

First fund of at least 25,000 with the match

funding which can be achieved with a donation

of 16,700 if you are eligible for Gift Aid or

17,500 if you are not eligible for Gift Aid.

We have also established funds for each local

authority area we cover so gifts of any size can

be made to one or more of these funds and will

benefit from the match funding and go on to

support community and voluntary groups inthat area for generations to come.

Businesses can show their support for their

local area by joining the Give2 scheme, where

for a minimum donation of *200 you will also

receive free membership of the Community

Foundation.

Donations can be made online just click on the

Give2 piggy bank logo on the homepage of our

website. The match funding is available on a

first-come-first-served basis with a set amount

available for each area per year.

From now until March 2015 there is match fundingavailable for gifts to endowment funds throughthe Governments Community First endowment

match challenge programme. It is designed toencourage more donations to endowment fundsat community foundations to support andstrengthen local communities. Gifts are eligiblefrom individuals, couples, families, businesses,not-for-profit enterprises and charities.

Equal Arts has beensupported with grants

from the UK Land EstatesFund and The Gateshead

Housing CompanyCommunity Fund.

For more information on giving options including the match funding programme

please contact Lisa Cappleman by email on [email protected]

or call 0191 222 0945.

Give2 is funded by the Community First programme managed by the Community Development Foundation and supported by HM Governments Office for Civil Society

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PresidentHis Grace the Duke of Northumberland

PatronsDame Margaret Barbour DBE DL

Sir Ralph Carr-Ellison KCVO TD

Joan Halbert

Guy Readman OBE DL

Lyn and Trevor Shears OBE

Vice-PresidentsKate 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 2012Ashley Winter OBE (Chair)

Professor Chris Drinkwater CBE (Deputy Chair)

Jamie Martin OBE (Deputy Chair)

Colin Seccombe (Treasurer)

John Clough MBE

Alastair ConnFiona Cruickshank OBE

Jo Curry

Professor Charles Harvey

Dean T Huggins

Gev Pringle

Jane Robinson

Kate Roe

Betty Weallans

Sue Winfield OBE

Board members who left during the year were R oger K elly,

R ichard Maudslay CBE and John Sands.

Board members, from left back:

Sue Winfield, Gev Pringle, Fiona Cruickshank,

Charles Harvey, Alastair Conn,

Dean T Huggins, Jane Robinson.

From left front: Colin Seccombe,

Ashley Winter, Jamie Martin,



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Ourpeople

37

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/

Sponsors Club Director

Fund Development ManagersKaren Daglish, Elaine Holdsworth, Su Legg, Gill Lowing

Communications & Events OfficerAlexandra Myhill

Projects & Programmes OfficerJane Roberts-Morpeth

Project teamsKatie Wellstead Senior Fund Development Manager

(Environment)

Sue Martin Projects & Programmes Officer

(ESF community grants)

Ellie Turner Culture Partnerships (Sponsors Club) Manager

Kathryn Warwick Culture Partnerships

(Sponsors Club) Administrator

Carol Meredith Interim Manager, Tiny Lives

Louise Carroll Tiny Lives Administrator

Finance and administrationVal Guest, Dawn Porter, Adam Smith, Sarah Phillipson,

Vivienne Rodgers



40/40

Generously supported by: Gilbert Johnston Photography

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: [email protected]

www.communityfoundation.org.uk

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

2012. All other information has been updated to

the time of going to press in September 2012.

Front Cover: Building Futures East in Newcastle was awarded a grant from

the P&G Fund for equipment for construction-themed activities with children.

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