Community Foundation Yearbook 2022
Community Foundation Yearbook 2022
Community Foundation Yearbook 2022
Backing the
brilliant work of
local charities
from the
now heads up the Beaver Trust and Leanne Wilson looks after
difference in our area. The giving in and grants engagement and impact for Newcastle Hospitals Charity. Sue Martin
out figures tend to grab most attention but
Chair and CEO
and Vivienne Rodgers have retired after many years of service.
Emma Holmes, Jacqueline Turner and Ged Robinson have joined us.
we’re also a hub, a connector and a convenor.
And, returning to his native North East England from Detroit, Michigan,
All sorts of approaches have their place. Whether we’re enabling John Hollingsworth becomes our new Chief Philanthropy Officer.
donors to support shared causes, garnering responses to collective At the Board too there is transition. Particular thanks go to retiring
responsibilities or pooling funds for a bigger impact. This Yearbook trustees Anna Blackett and Robin Fry, and to Geoff Hodgson who has
tells some stories which illustrate them. Of course, financial resources served as our deputy chair for nine years. Lucy Winskell succeeds
– giving, philanthropy and funding – are key. But so too are our Geoff in that role. We’re also delighted to welcome new trustees
trusted relationships, our knowledge and our networks. Sarah Glendinning, regional director of the CBI, and Fiona Standfield,
We’re publishing the Yearbook at a time of rising inflation and a cost- chief operating officer of the Diocese of Newcastle and Hexham.
of-living crisis linked to energy and food prices. At the Community As ever, our deep gratitude goes to our donors, grantees, partners
Foundation, we know that this will hit the poorest people the hardest and members.
– particularly as they spend a greater proportion of their overall
Left:
income on energy. And more lower income households will likely Young people from the North Music
experience poverty resulting from rising costs. Over the months Trust’s ‘InHarmony’ group performing.
Below:
ahead we will look at ways that we can provide even better support to D6: Culture Ltd’s ‘Contested Desires’
grantees facing increased demands and costs, encouraging applicants walking refugees project visits
Sycamore Gap on Hadrian’s Wall.
to reflect inflationary pressures in their funding requests. And we Phil Moorhouse, Chair Rob Williamson, CEO
will work with our donors to maximise the distribution of funds to
respond to these difficult times.
We’ll also focus unapologetically on continuing to build local
philanthropy. We, alongside other community foundations in the
UK, are calling for another endowment match scheme to incentivise
more and better giving. We’ve had great success with such initiatives
in the past. The big win is they grow the giving cake, rather than just
shuffling around existing resources. And there are opportunities to
fund this that don’t impact on public sector budgets, for example
through the release of new waves of dormant financial assets. To
use the jargon of the moment, this supports ‘levelling up’. But, most
importantly, it would build community assets to benefit people and
places now and for generations to come, no matter the priorities of
the government of the day.
3%
their ambitions; being respectful, reliable and
It has been
920,786 Over
credibly estimated
that there have had Covid of people with 37,000 responsive; building lifelong relationships; applying
sound judgement and knowing our stuff; staying
in the North East – Covid may emergency
could be a independent and accountable.
the highest rate in food parcels
2.7% fall England – with the
experience
longer-term were given to
in North East highest mortality health issues children alone We make sure we keep getting better by:
manufacturing amongst older by Trussell Trust sparking off and challenging each other across
output as a result people, people Foodbanks in our organisation; taking personal and collective
of Brexit by 2030 with disabilities, 2021/2022 responsibility; learning from our successes and
(LSE/Resolution ethnic minorities (Trussell Trust)
mistakes; embracing diversity and treating people
Foundation 2022)
and the poor fairly; having a healthy workplace and positive
(UK Government 2022)
balance in our lives; taking our work seriously but
not ourselves.
Right:
A street parade in Gilsland,
Northumberland as part of
the Queen’s Platinum Jubilee
celebrations, organised by
Green Croft Arts.
Above right:
Outside crafts with Equal Arts.
06 Community Foundation Yearbook 2022 communityfoundation.org.uk 07
Increasing impact by
giving with others
Philanthropy can be a very individual Alan and Ruth Briel of the Milburn Briel Fund at The Guide offers donors the opportunity to pool generation of donors. Each month, network
journey for a donor, but opportunities the Community Foundation describe why they funds in response, but more directly points them members give £30 or more – which the Foundation
arise where giving with others may took part. “We decided to make a small additional to featured organisations’ own donation pages. matches – into a fund. Once a year, they come
donation. In some ways we felt embarrassed together to hear from four specially selected
have a greater impact. The Community The Community Foundation’s Director of
at making such a small contribution, when the organisations and decide where ‘their’ portion of
Foundation has always used its insights problem is so large. But it was wonderful when
Community Relations, Adam Lopardo, put the guide
the fund should go. In May 2022 the first in-person
to support and encourage collective together. “We wanted to share our knowledge of
we heard that so many other donors had come giving event since 2019 saw members support
giving. And, during Covid-19, many great organisations tackling the cost-of-living crisis
forward, and together we had a substantial Box Youth Project, Curious Monkey, The Hextol
with anyone who wanted to give. That could be by
Community Foundation donors pooled contribution that could make a difference across Foundation and West End Women and Girls. Giving
giving to a fund at the Community Foundation as
funds, allowing for quicker, bigger and our region. Without the Community Foundation
many did during the pandemic, but also those who
Network Member Paula Parks explains why The
more impactful grants. In the past year, providing the knowledge and organisation, we’re Giving Network is the right option for her: “I like to
wanted to keep their giving personal and direct. The
further initiatives have drawn on the sure this would not have happened.” give money to charity but it’s hard to give money to
call was for collective action to address the issue.”
local charities. It’s hard to find the right people. So,
lessons of these approaches. The impact on young people was immediate. One
Dave Stafford of the JesDesStaff Fund at the the Giving Network at the Community Foundation is
parent whose son and niece attended the Summer
The Community Foundation has encouraged Community Foundation explains why the Guide a great way of putting my money to work.”
Camp at Gateshead Redheugh Football Club says:
donors to support holiday playschemes since has gone down well with donors. “We have been
“Holidays are difficult not only to keep our children
highlighting their benefits in its 2019 Vital Signs thinking that we ought to try to help those in our
entertained at a low cost but also to provide them
area who will have been adversely affected by the
24
report on food poverty. But 2022 was the first year with regular affordable meals. This club covers all
that the Foundation trialled a pooled fund. It was a changes to Universal Credit and the rising costs of
of that as well as keeping the kids in a safe and fun
response to community organisations reporting that food, petrol and heating. The Good to Give initiative
environment. Well done Redheugh for providing this
was just the catalyst that we needed to spur us into
increased Government support for playschemes, opportunity and myself and the kids look forward to donors
although welcome, excluded children from poorer action. We have chosen local charities that have
the next one.”
households who failed to qualify for support. links with the Foundation, knowing that our money
So, the Foundation put a call out to its donors to The Playschemes Fund will now become a year- is going to provide support when and where it is
contribute to a summer 2022 fund which could round initiative. Mark Pierce is the Associate needed most.”
provide additional support. In total, 24 donors came Director of Knowledge and Research at the
2022 is also the fourth year of the Community
together, providing £150,000 to 17 schemes. Community Foundation and leads on Vital Signs
Foundation’s Giving Network, which uses a collective
allocated
and helped develop the Fund. “The programme
giving model to open up philanthropy to a new £150,000
2022
showcases what local philanthropists can achieve
to
working together with our support,” Mark explains.
“But it also reinforces that time spent listening to
grantees and communities – and using it to reflect
the first year the on our practice as philanthropy advisors and
Foundation trialled
a pooled fund for
funders – is never wasted.”
In November 2021, the Community Foundation 17
summer
playschemes launched another initiative to promote a shared
response to poverty. Based on work by Toronto
playschemes
Foundation, one of Canada’s largest community
foundations, the Good To Give Guide provides a
short, curated list of trusted organisations tackling
the most pressing challenges in communities.
Building partnerships
with professional advisors
For nearly 35 years the Community “There’s no right or wrong time to bring up Alison Hall is Partner and Head of the Private Client
Foundation has supported hundreds philanthropy,” says Lisa Cappleman, the Community department at law firm Hay & Kilner. “We speak
of generous people and businesses to Foundation’s Head of Giving and Philanthropy. to clients about giving with confidence because
“A client could be at any stage of their life. Younger we know the insight the Community Foundation
give back to the region. But this hasn’t
entrepreneurs may want to build social good provides is based on an in-depth understanding of
been done alone. Professional advisors into their growth plans. Established business the area,” Alison says. “This local knowledge helps
– lawyers, accountants and wealth owners may be selling and want to give back to us make conversations about philanthropy personal
managers – have been crucial partners the community that made them. Retired clients and informed. For clients it helps bring giving to
in helping the Foundation grow giving may already be giving but not necessarily in a way life and shows how they can make a significant
and philanthropy for its area. that maximises charitable impact. Or they may be difference to communities or causes that are
planning their legacy.” important to them.”
Whilst charitable giving is very common, it’s often
not spoken about openly. And, while philanthropy Professional advisors don’t themselves need to Anne and David Parker were motivated to set up
remains private, it’s less likely to be seen as a ‘social be experts in philanthropy, as that’s where the their own fund following a conversation with their
norm’. But, because they’re already in a trusted role, Community Foundation comes in. It offers its solicitor. “They were able to explain about how
professional advisors are perfectly placed to initiate philanthropic expertise and resources for free we could start a fund through the Community
a conversation about giving with their clients. As a to professional advisors, in turn ensuring their Foundation that supported our interests,” say the
result, philanthropy can be combined with people’s clients can achieve their charitable aims. couple. “They helped set up this relationship which
business, financial, family and estate planning. led to the fund being established in April 2021.
“Society faces big challenges, and it can be hard
Having this referral made the whole process a lot
for a potential donor to know where to start,”
simpler than we could have imagined.”
Lisa explains. “The Community Foundation can
help professional advisors and their clients Over the coming decades there will be the biggest
understand where the most pressing needs transfer of wealth ever seen from the ‘baby boomer’
are, and how their giving could make the most generation to the next. And, with rising living
difference. By working together, we can inspire costs and widening gaps between the wealthiest
and grow effective philanthropy that makes our and those living in poverty, the Community
corner of the world a better place for everyone.” Foundation knows it will be essential to do even
more to harness the powerful force for good that
is philanthropy. With donors giving on average
17 times more when supported by a professional
advisor, the Foundation’s work with lawyers,
Top Left: accountants and wealth managers will be more
Sarah Robinson, CEO at Full Circle important than ever.
Food Project.
Left:
Curious Arts led arts sessions for
young people.
Right:
Staff from fundholder Opencast
Software, visiting a grant recipient,
Full Circle Food Project.
Far Left:
Cap-a-Pie’s performance of ‘Climate
Change Catastrophe!’
Left:
Members of West End Women and
Girls Centre taking part in their
Following the UN Climate Change helping the Foundation better understand where The Community Foundation also acts as a trusted
Conference (Cop 26) in November 2021, organisations are in their climate impact reduction partner to national and international funders. This
journey, and where support is needed. Further has resulted in organisations getting further backing
the UK Government committed to reach
intelligence comes from the Foundation’s recent for environmental work. Cedarwood Trust is among
net-zero goals by 2050. As we are all them, receiving support from The Kavli Trust in
anonymous survey of grant applicants, which
asked to take collective responsibility for Norway. Rune Mørland, Kavli Trust’s Head of Strategy
included a question on how organisations were The consequences
combatting climate change, philanthropy working to reduce their carbon footprint. and Development says: “The Community Foundation
has a significant role to play. But, in is a valuable partner in helping to identify good of climate change are
For the Community Foundation, there is a
places like North East England, that has clear emerging lesson: climate and poverty are
organisations and projects, as well as understanding skewed to particularly
the local context and challenges. Cedarwood Trust
to work hand in hand with efforts to inextricably linked, and failure to tackle one means affect the young, the old,
and the project Nourish Meals delivers not only on
address poverty. failing with the other. “Lower income households our strategy in reducing food waste, but also doing those from marginalised
are more vulnerable to extreme events, and they it in a ‘green’ and energy efficient way. As Cedarwood
In developing its own response, the Community have fewer resources to cope and recover,” Pete Trust also focus on the mental wellbeing for children
communities and those
Foundation draws on learning from previous Barrett adds. “The consequences of climate change and young people, they matched perfectly with our with disabilities
environmental grants, including from its Local are skewed to particularly affect the young and mission.”
Environmental Action Fund (LEAF), set up as the old, those from marginalised communities and
a collaboration with the Shears and Greggs those with disabilities. The Foundation recognises But addressing climate change goes beyond
foundations. “We are keen to build on what we have a big part to play by ensuring philanthropy grant-making for the Community Foundation.
we’ve done already,” explains Pete Barrett, Senior helps mitigate these disparities.” A critical step taken in 2022 has been adopting
Programme Advisor at the Foundation. “But we a new investment policy which seeks to address
know we need to grow our engagement with donors The Cedarwood Trust in North Tyneside is one environmental, social, and governance (ESG) issues
and partners to identify where we can have the local charity that is working to reduce its carbon alongside financial returns. The new policy includes
greatest impact.” One route is the work of the North footprint. “During the Covid 19 pandemic, we a commitment to the Foundation’s investment
East England Climate Coalition (NEECCo), set up by provided over 65,000 ready meals to residents,” portfolio being net zero by 2050 at the latest, but
VONNE (Voluntary Organisations’ Network North says Cedarwood’s CEO, Wayne Dobson. “However, with a wish to see credible early progress through
East). It has the ambitious goal of making the North we recognised the environmental impact and at least a 45% emissions reduction by 2030. The
East England’s greenest region. Back in 2019, the wanted to reduce it, but at a time when demand Foundation is also now a signatory to the Funder
Community Foundation was the Coalition’s first is rising.” The Community Foundation worked Commitment on Climate Change, recognising that
funder. “Without that first grant, we would not have with Cedarwood to identify a solution that would all trusts and foundations, whatever their charitable
been able to develop our work,” says Carol Botten, be both sustainable and impactful. “We received a mission and field, have a part to play a part in
VONNE’s CEO. “The investment initiated other three-year grant from the Community Foundation’s addressing the causes of climate change
funding and support, helped the development work Guy Readman Endowment Fund to lease an electric and supporting adaption to its effects.
and assisted partners.” Spin-offs include VONNE’s vehicle,” Wayne explains. “We also added to our
‘Going Green Network’ which helps local charities Nourish Store, a low-cost membership pantry, to
and community organisations share ideas and supplement the food available with a range
good practice. Involvement with the Network is of fresh fruit and vegetables.”
12 Community Foundation Yearbook 2022 communityfoundation.org.uk 13
86
most appropriate funds, ensuring the While general applications are always encouraged,
deliver the events we planned, but to think long-
the Community Foundation does have some funds
best outcome for local charities and term and strategically about the role of the arts
which are looking to target a particular issue or
donors alike. in our organisation into the future. As always, the
area, or which have a specific deadline. In these
Community Foundation do their best to match our
cases, there is a call out for applications. Around
“Because of the way we work, the Community
a third of the Foundation’s successful applications
funding needs to relevant funds, whether this is the applications
Foundation can streamline funding for grant original funders or elsewhere in the organisation.
applicants,” says Jo Cundall, Senior Advisor, arrive this way.
This support is invaluable.”
Culture. “A general application to us effectively puts But the two approaches don’t work in isolation.
potentially fundable organisations and activities The Newcastle Culture Investment Fund awards
One of the strengths of the Foundation is the
in front of all our donor funds. The Foundation’s grants totalling £600,000 a year as a partnership
flow between them. Staff use their judgement,
between the Foundation and the City Council to
18
staff team then works together to try and get each knowledge and advocacy skills to reallocate
eligible and strong application as close to being fully support organisations that deliver cultural projects
applications among different funds. This means that
funded as possible.” With competition for funding, and enable residents to engage in creativity. The
many applications get a ‘second bite at the cherry’.
there are always applications the Foundation cannot Fund panel were happy to offer full funding to West
So more get funding and less of applicants’ valuable
support, but it aims to match as many as possible. End Women and Girls without the organisation
time is spent on writing multiple bids.
having to rewrite their application because it was supported
In June 2022, organisations were invited to submit clear it fitted their criteria closely.
The Newcastle Culture applications to the Arts Council’s Let’s Create
With local charities and community organisations
Investment Fund awards Platinum Jubilee Fund. Due to the high number
under pressure to secure more funding for their
grants totalling of applications, it wasn’t possible to fund them all.
vital work, the Community Foundation’s ability
£600,000
Of 86, the Community Foundation could support
to match-make diverse funds and applications is
18 directly from the Jubilee Fund. But a further
more critical than ever. plus
16
16 were then picked up by other funds.
a year Newcastle’s West End Women and Girls Centre
successfully secured £9,982 towards converting
its large hall into a professional theatre space. This
enables the organisation to put on shows that supported from
respond to community needs while also raising their other funds
own production standards. Having originally applied
to the Let’s Create Jubilee Fund, the request was
supported after staff reallocated it to the Newcastle
Culture Investment Fund.
A general application
to us effectively puts
Images:
potentially fundable (Left) Lanterns organised by
Green Croft Arts and beacon
organisations and activities lighting organised by Urban
Gree (Right), both funded by
in front of all our the Art Council’s Let’s Create
Platinum Jubilee Fund.
donor funds
14 Community Foundation Yearbook 2022 communityfoundation.org.uk 15
Sharing expertise
across sectors
2022 marks three years since the Colette Harrison, Development Officer, Sector A key focus this year has been developing charities’
Community Foundation created a Support at the Community Foundation, outlines digital expertise. The Community Foundation has
dedicated role to oversee its growing the importance of this approach. “Charities are so worked for some time with professional services
busy delivering their services that devoting time company Accenture to provide intensive support
non-financial ‘sector support’ offer
and resources for how to develop a digital strategy via its Digital Apprenticeship programme. But
of training and pro bono assistance. or address the climate emergency can feel like a sometimes organisations aren’t sure what they
Over the year, the Foundation has luxury,” she explains. “This is where we can provide need. A new relationship with web development
brokered free help to local charities valuable extra help, by bringing experts to charities agency Blueocto is helping charities feel more
and community organisations around to address vital themes.” confident to discuss their digital needs with tech
a wide range of topics thanks to time Many of the Community Foundation’s partners
professionals. “Sometimes you don’t know what you
and expertise given by individuals don’t know, and Blueocto helps charities explore
share their expertise as a guest at a webinar and
and businesses. options before diving into a project,” adds Colette.
so reach a wide range of organisations at once.
Topics covered have included succession planning Props North East was the first organisation to
Working with local organisations to identify
for chairs, run with Getting on Board, LGBTQIA+ access Blueocto’s support. Nicola Mansfield-Jones,
their needs, the Community Foundation uses its
Representation in Governance, supported by its Chief Executive explains. “The Community
networks and partner relationships to encourage
Queer Trustees, Curious Arts, Connected Voice and Foundation introducing us to Blueocto was so
experts to share expertise through ‘Skills Match’.
Volunteer Centre Newcastle, and tackling climate helpful for our charity at a time that we needed
The scheme allows businesses and individuals to
change in partnership with Going Green Together some direction on what would be helpful for our
give to the community with complete flexibility in
and North East England Climate Coalition. Sessions website and social media channels. Caroline Hogan
how their support is offered. The Foundation then
are recorded and the Foundation has a ‘Sector at Blueocto said we can go back to her with any
curates a programme of webinars, face-to-face
Support playlist’ on its YouTube channel. Several queries or for advice whenever we need to which
training and one-to-one support alongside practical
organisations have fed back that they watch these is lovely. Well worth the time spent.”
resources, including access to meeting space for
films to initiate discussion and inspire fresh thinking
board meetings. The Community Foundation’s role in bringing
in board meetings.
charities together with generosity of time and
The Community Foundation also matches charities expertise relies on strong networks and a
with pro bono support in response to direct collaborative ethos. As Colette Harrison says,
requests. David Beuzeval of ION Consulting offers “It is a privilege to be the matchmaker and
one hour of pro bono time to organisations, build connections between charities and
including supporting the People’s Kitchen. “I am businesses, and so help build thriving
very grateful for the opportunity to help them and communities and organisations.”
looking forward to supporting them to review their
strategy and recruit new trustees,” David says. Left:
Other business members of Skills Match, including Curious Arts led arts sessions for young people.
designers Sail Creative and lawyers Muckle LLP, Above:
The High Sheriff of Tyne & Wear, Farooq Hakim,
welcome ad hoc requests from charities. giving Neetzotz the Top Award at the 2021/22
awards ceremony.
Right:
A young person juggling as part of their
BTEC performance at Dance City.
Our funds
These pages list our current funds by type,
donor category and whether they have been
set up on an endowment or annual basis.
Donor-advised funds Funds set up by individuals and families Funds set up by individuals and families
These donors are actively involved
with their funds by choosing Abigail and Stephen Crampton Fund Matthew Ridley Fund The Lucy Winskell Fund Watkin Family Fund
groups to support based on our Adderstone Fund Maudslay Family Fund The Pea Green Boat Weightman Fund
research and the requests we Community First Fund
Adrian and Ingrid Gifford Fund McIntosh Fund Welch Family Fund
receive. They can also nominate
Thornton Family Grassroots Fund Wide Open Road Fund
charities and set up a fund AJM Fund Michael and Christine Heppell Fund
advisory panel. Donor-advised Three Valleys’ Fund William Leech Charity Fund
Alan Morse Grassroots Fund Milburn Briel Fund
endowment funds can be started Treeline Fund
Andrew and Charlotte Dixon Fund Nancy Barbour Award Fund Willis Charitable Fund
with £50,000. Annual donor-
Vicky F Grassroots Fund
advised funds start at £30,000. Anonymous R Fund NEF Grassroots Fund
Appletree Fund North East Endowment for Funds set up by businesses
Barnes Fund Musical Traditions Fund
Bellway Fund PricewaterhouseCoopers Fund
Barry and Faga Speker Fund Out and About Fund
EDF RE Blyth Offshore Demonstrator Ray WindFarm CIC Small Grants
Bellingham Fund Pamela and Dorothy Denham Fund
Wind Farm Community Benefit Fund Programme Fund NEW
(including Community First)
Blackett Family Community First Fund EDF RE Green Rigg Wind Farm Ringtons Funds
Patch Fund
Brian Roycroft Fund including Community Benefit Fund (including Community First)
the Tessa Hide Fund Percy Family Fund
EDF RE Barmoor Windfarm RWE Renewables Kiln Pit Hill Wind Farm
Carolyn and Tony Brookes Fund Platten Family Fund Community Fund
Community Benefit Fund
(including Community First)
Carroll Savage Fund Fergusons of Blyth Fund RWE Renewables Middlemoor Wind
Proudfoot Family Fund Farm Community Fund
Chrysalis Fund Muckle Fund
Readman Family Grassroots Squires Foundation Fund
Curtin PARP Fund (including Community First) Naylors Gavin Black Fund NEW
Left:
InHarmony performance with
Thorne & Derrick Fund
Daphne & Martin Cookson Fund Readman Foundation Fund North Music Trust. Newcastle Building Society
Vattenfall Ray Wind Farm Small Grants
David and Gitta Faulkner Fund Reeds Funds Below Top: Community Fund
The Hen Power project ran by
Programme Fund
Dream Jar Fund (including Community First) Equal Arts has proved to be hugely Northern Powergrid Fund Ventient Sisters and North Steads Wind
popular and has been replicated
Duncan and Sarah Davidson Fund Riddell Family Community First Fund nationally. It was originally funded Northumbrian Water Fund Farm Community Benefit Fund
Elgon Fund by the Community Foundation.
Riding Grange Grassroots Fund Virgin Money Endowment Fund
Below: Opencast Charitable Fund
Emma Newton Fund Robinson Fund NEW Artist in residence at the D6 Studio, Ward Hadaway Fund
Dimitris Chimonas. Funded by the P&G Fund
Evangelical Fund Ron and Louise Bowey Funds Newcastle Cultural Investment Fund. Wood Fund
Pattinson Estate Agents Fund
Fogo Funds (including Community First) (including Community First)
Geoffrey and Ann Purves Fund Sara Alexandra Bernstone Fund Funds set up by charities and trusts
Groves Family Fund Shipley Family Fund Barley Hill Fund G S May Family Fund
Guy Readman Endowment Fund Shobha and Triloki Srivastava Funds Berwick Academy Endowment Fund Latterford Fund
(including Community First)
Henderson Family Fund Bill & May Hodgson Fund NEW Northumberland Village Homes
Sir Tom Cowie Fund
Heyman Travelling Scholarships Fund Trust Fund
Capt. C.D. Leyland Fund
Smail Family Fund
Hoult Family Funds Robert Wood Trust Fund
Charles Robert Bell Fund
(including Community First) Sowler Family UK Charitable Fund
Sunderland Industrial &
CrecheMobile Fund
I’Anson Family Fund Speke Family Fund Reformatory School Fund
Culture Bridge Fund
If Only… Fund Star Fund The 1989 Willan Charitable Trust Fund
Stephen Byers Fund David Dockray’s West End
Jackie Haq Fund The George Cringle Scholarship Fund
Young People’s Fund
John & Barbara Sadler and Jeanette Storey Family Grassroots Fund
The Pargiter Trust Fund
Henderson Fund FARNE Fund
Sue Wilson Fund
Wellesley Trust Funds
John D Endowment Fund Frederick Milburn Fund
Suz Grassroots Fund (including Community First)
Johnnie & Tricia Smith and Family Fund Ted Weekes Fund
Kerry Funds (including Community First) Tess Fund
Leech Challenge Fund The Hokey Cokey (that’s what it’s all
Lendrum Family Community First Fund about) Fund (including Community First)
Margaret and Dorothy Gordon The Edwin John Easydorchik Travelling
Memorial Fund Scholarship Fund
Mark and Ian Wilson Family Fund The Louise Dalton Fund
20 Community Foundation Yearbook 2022 communityfoundation.org.uk 21
Designated funds
These donors select one or more
Funds set up by individuals and families Summary of our
finances for 2021-22
charities a year to support from C H Wood Fund Joy Higginson Fund
their funds. We make sure the
David Goldman Awards Fund Moor Fund
organisations benefiting stay on
track. Designated endowment Frank Acfield Fund St Cuthbert’s Fund
funds can be started with £25,000. The charts below show our income, expenditure, assets and running costs for the year.
Jane Robertson Alnwick Fund Stuart Ayre Fund
Annual designated funds start at
£20,000. Jeremy Beecham Schools Fund Taylor Fund Our income Our expenditure
Funds set up by businesses
Endowment
Endowmentdonations
donations
donations Grants
Grantsawarded
Grants
Grants awarded
awarded
awarded
Bonas Machine Company Fund Endowment
Endowment donations
and
andlegacies
legacies
legacies £8,535,156
£8,535,156
£8,535,156
£8,535,156
and
and legacies
£1,317,427
£1,317,427
£1,317,427
£1,317,427
Funds set up by charities and trusts
Other
Othercharitable
Other
Other charitable
charitableactivities
charitableactivities
activities
activities
Revenue
Revenuedonations
donations
donations £979,237
£979,237
£979,237
£979,237
Allison Greenlees Continuation Fund Carr-Ellison Charitable Trust Fund Revenue
Revenue donations
and
andlegacies
and
and legacies
legacies
legacies
Bird Fund Roland Cookson Fund £3,172,799
£3,172,799
£3,172,799
£3,172,799 Raising
Raisingfunds
Raising
Raising funds
funds
funds
£221,985
£221,985
£221,985
£221,985
Investment
Investmentincome
Investment
Investment income
income
income
Agency endowment funds £1,841,153
£1,841,153
£1,841,153
£1,841,153 Investment
Investmentmanagement
management
management
Agency Endowment Funds Investment
Investment management
These charities have funds at £266,392
£266,392
£266,392
£266,392
Other
Otherincome
income
income
the Foundation which provide Enid Blyton Fund for Seven Stories Prudhoe League of Friends Fund Other
Other income
£39,325
£39,325
£39,325
£39,325 Total
Total
Total
Total
continuing income for their £10,002,770
£10,002,770
Evening Chronicle Sunshine Fund Sage Gateshead Fund Total
Total £10,002,770
£10,002,770
work. Agency endowment funds Total
Total
£6,370,704
£6,370,704
Northumberland Wildlife Trust Fund Tiny Lives Fund £6,370,704
£6,370,704
can be started with £100,000.
Our grant
facts and figures
The Community Foundation Causes supported People helped
awards grants through over Most of our grants – 410 totaling £3.2m (37% of our funding) – were to benefit the whole community of
24% 2%
300 different funds set up 24%
Arts, culture
culture Environment
2% a place. Data on grants which were targeted to benefit people with specific characteristics is as follows.
Arts, 24% Environment2%
by generous people and & heritage
&
Arts,heritage
culture £149,955
£149,955
Environment
£2,057,424
£2,057,424
& heritage £149,955
organisations who want to £2,057,424
Demographic characteristic Amount Number % of amount % of number
11%
11% 23%
23%
make a difference. Fairness &
Fairness & inequality
inequality
11% Healthy living
Healthy living
23% Children and young people - Aged 5-11 £1.5m 278 16% 16%
£973,049
£973,049
Fairness & inequality £1,962,096
£1,962,096
Healthy living
£973,049 £1,962,096 - Aged 12-17 £2.1m 423 25% 22%
1% 12%
Overview Housing and
Housing
1%
and
1%
12%
Learning
12%
Learning - Aged 18-24 £2m 410 24% 21%
homelessness
Housing and
homelessness £1,040,576
£1,040,576
Learning
£103,400
£103,400
homelessness £1,040,576 Older people £1.4m 166 10% 14%
1,333 grants totalling £103,400
1%
1% 20%
20%
£8,574,010 made Local economy1% Strong communities
communities
20% Disabled people £1.3m 185 11% 14%
Local economy Strong
£42,491
£42,491
Local economy £1,739,798
£1,739,798
Strong communities
£42,491 £1,739,798 Black, Asian and minority £0.3m 57 3% 3%
3%
3% 3%
3%
624 organisations and Safety
3%
Safety Work
Work3% ethnic communities
£221,630 £283,591
113 individuals supported £221,630
Safety £283,591
Work
Asylum seekers/refugees £0.3m 54 3% 3%
£221,630 £283,591
Grants totalling
£724,099 £2,004,455
2%
2% 3%
3%
County Durham
County 2%
Durham 3%
Tees Valley
Tees Valley
£8,574,010
£189,191
County£189,191
Durham £226,406
£226,406
Tees Valley
£189,191 £226,406
1%
1%
Outside NE
Outside 1%
NE England
England
£53,750
£53,750
Outside NE England
£53,750
were made in
2021-22
24 Community Foundation Yearbook 2022 communityfoundation.org.uk 25
Our trustees
Philanthropy Advisor External Relations Officer
Mark Pierce Ged Robinson
Associate Director of Funding Co-ordinator
Policy and Research
Diversity
In March 2022 the Community Foundation board You can read more about our approach to
agreed and published benchmarks for the diversity benchmarking on the Diversity, Equity and
of our staff and trustees against which we will Inclusion page on our website.
measure how well we reflect our communities. www.communityfoundation.org.uk
Claire Malcolm Patrick Melia Fiona Standfield Laura Warwick Where possible the benchmarks reflect
Chief Executive, Chief Executive, Chief Operating Officer, Senior lecturer and demographics in North East England.
New Writing North Sunderland City Diocese of Newcastle consultant in service
Council and Hexham design
26 Community Foundation Yearbook 2022 communityfoundation.org.uk 27
Left:
Members of Silx Teen Bar
Youth Project on a litter
pick in Blyth.
Below:
A dancer taking part in
creative workshops organised
by Northern Roots.
Give time Give with others Join the Start your Leaving a
If you want your philanthropy to to a cause you’re Giving Network own fund lasting legacy
be about giving your time and passionate about The Giving Network is for like- Starting a fund is quick and easy. You can leave a legacy gift in
expertise, our Skills and Trustee minded professionals to come It’s like having your own charitable your Will of any size to help your
If you want to back a particular
Match programmes help you together, network, pool their trust but without the hassle of community for generations to
place or cause, you can donate
bring your passions and expertise giving, learn about vital issues in administration and regulation. come. An unrestricted gift leaves
to a Community Foundation
to a local charity or community communities and choose causes With an endowment, your gift is us the flexibility to support
collective giving fund alongside
organisation by sharing your skills together to support. With an invested as capital and the fund’s changing needs in the future.
other like-minded individuals.
or joining the governing body. annual event, The Giving Network revenue supports your causes You can also leave a gift to
From the arts to environment,
See more about our sector young people and women, to brings your donations alive. You forever. With an annual fund, your support a particular cause or
support on pages 14-15 funds covering Northumberland, can join for as little as £30 a gift is held as cash to distribute area through our collective
Newcastle, North Tyneside, month. And in your first year we over the next year. We’ll work with giving funds. Or, with a gift of
Gateshead, South Tyneside and match gifts on a £1 for £1 basis. you to tailor your fund to your £10,000 or more in your Will,
Sunderland, we have a fund for wishes and circumstances. And you can set up your own
you. We welcome one-off or you’ll get regular feedback on how named fund.
regular gifts of any amount. you’ve made a difference.
Financial information and grants statistics in the Yearbook relate to the Financial
year 2021/22. All other information has been updated to the time of going to
press in October 2022.
communityfoundation.org.uk
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