community foundation in wales annual review 2014

ANNUAL REVIEW 2014WHERE PHILANTHROPY MEETS COMMUNITYwww.cfiw.org.uk

As Patron of the Fund for Wales, I have been most encouraged to hear about the progress of this campaign to establish a national community endowment fund for Wales.

I would like to express my particular thanks to the hundreds of people across Wales and abroad who are joining the Fund for Wales’s community of donors, and who are showing that it is possible to make a real difference through coming together in this way.

It was particularly heartening to learn that one of the businesses I visited in Wales during the summer of 2014 – a family-run woollen mill in Pembrokeshire – is now working in partnership with the Fund for Wales to increase awareness of the Fund, and, of course, to increase donations. This is an example of how philanthropy really is woven into the texture of Welsh life.

I am delighted to hear of the Foundation’s initiatives to spread the word about the Fund for Wales, which have involved events in London, Cardiff, North America and Llanelly House in Llanelli, which I was very glad to be able to visit on St David’s Day this year.

As the Community Foundation in Wales embarks upon another year’s activity in aid of the Fund for Wales, I can only wish this enterprise every possible success, and I look forward to hearing more news of what is being achieved in communities, thanks to the work of volunteers and the good will of Welsh philanthropists, large and small. Diolch o galon ichi am eich cefnogaeth.

01 ANNUAL REVIEW 2014

As we review another very successful year for the Community Foundation in Wales, we also celebrate a centenary: it is 100 years since the first community foundation was established in Cleveland, Ohio. A community foundation is a vehicle for charitable giving. We help people - philanthropists, families, entrepreneurs, trustees, and business people - to support and invest in their local communities: connecting people who care with causes that matter.

The community foundation model is now an internationally recognised force for good, with a worldwide network of 1,700 community foundations, and support from global institutions like the World Bank which recognise their role in underpinning civil society. We are proud to be a member of the UK Community Foundations (UKCF) network, and benefit from its advice, advocacy, profile-raising initiatives and business development work. This year we underwent its rigorous triennial quality accreditation programme, which is endorsed by the Charity Commission. We were delighted that the assessment report highlighted our achievements against the high standards expected, and we were also pleased at the end of the year to reach another stamp of

1. WHO WE ARE

quality when our foundation was re-accredited by Investors in People.

Good governance is vital in order to achieve the confidence of our Fund holders, donors and clients. It is also key to investing successfully in communities, which is at the heart of our work.

It’s been a busy year of growth. And although 15 years after our establishment we are still a ‘teenager’ by global community foundation standards, our Annual Review shows that we are maturing rapidly into a significant institution. We’re proud that our efforts have resulted in Wales being the only nation in the world to have both its own national community endowment fund, the Fund for Wales, and an annual philanthropy week.

We pay tribute to our Fund holders, clients and donors who have made this possible, and to the sterling and often unsung work of people who want to make a difference in their local communities.

Thank you for your interest in, and support of, the Community Foundation in Wales.

Registered Charity 1074655 Company Ltd by Guarantee 03670680

LIZA KELLETTChief [email protected]

JANET LEWIS-JONES Chairman [email protected]

WHAT WE DO1. Who we are 2. Where philanthropy meets community 3. Connecting people who care with causes

that matter 4. Fund for Wales 5. The business of philanthropy 6. Our Fund holders and clients 7. Walking alongside donors and do-ers8. Our finances

ANNUAL REVIEW 2014 02

VISION

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

MISSION

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

VALUES

Knowledgeable, pro-active, innovative, creative, inclusive, professional, advocating, leading, collaborative, inspirational, sustainable and graceful


THE COMMUNITY FOUNDATION IN WALES TEAM

TRUSTEES AT SUMMER 2014Janet Lewis-Jones, ChairmanLulu Burridge Rt Rev John Davies Alun Evans Lloyd FitzHugh Esq OBE JP DL Tom Jones OBE Sheila Maxwell, Vice Chair Kathryn Morris, Treasurer Julian Smith

This year saw the retirement from the Board of Trustees of Frank Learner (Honorary Treasurer) whose commitment to the Foundation’s financial governance was greatly appreciated.

PATRON OF THE FUND FOR WALESHRH The Prince of Wales

PRESIDENTCaptain Sir Norman Lloyd-Edwards KCVO, GCStJ, RD, JP, RNR

VICE PRESIDENTSByron Lewis EsqHM Lord Lieutenant of West GlamorganEdmund Seymour BaileyHM Lord Lieutenant of GwyneddThe Hon. Mrs Shân Legge-Bourke LVOHM Lord Lieutenant of PowysMrs Kathrin Thomas CVOHM Lord Lieutenant of Mid GlamorganDr Peter BeckHM Lord Lieutenant of South GlamorganHenry George Fetherstonhaugh Esq OBEHM Lord Lieutenant of ClwydSimon Boyle EsqHM Lord Lieutenant of GwentThe Hon. Robin William LewisHM Lord Lieutenant of Dyfed

We are also grateful for the support of His Honour Huw Morgan Daniel C.StJ, former HM Lord Lieutenant of Gwynedd

STAFF AT SUMMER 2014 Liza Kellett, Chief ExecutiveTom Morris, Finance, Research & Grants ManagerSarah Morris, Administrative OfficerAndrea Powell, Grants & Programmes ManagerHelen Fagan, Grants OfficerFfion Wyn Morris, Grants AssistantSiân Stacey, Development ManagerJennifer Lloyd, Development Assistant

Thank you also to Go Wales/ Foundation Intern Darren Millard

ASSOCIATESTom BarhamColin EvansAbigail Tweed

We are grateful for the professional support of Giselle Davies

(Geldards), Ruth Peck & Jan Coverley (HR Solutions), and Designdough


The Community Foundation in Wales is the place for philanthropy in our nation. Philanthropists are people who want to make a difference – with their money and with their energy, and the Community Foundation in Wales brings them together. Our annual review highlights stories of Fund holders, clients, donors and beneficiaries, and the impact of the Foundation’s work in communities across the country.

The Community Foundation in Wales is a member of UK Community Foundations, a network of 48 accredited community foundations across the UK which collectively holds endowment of £426 million and works alongside over 15,000 philanthropists. Last year our network supported 20,000 organisations with grants exceeding £65 million.

2. WHERE COMMUNITY MEETS PHILANTHROPY

£2,193,9652013/14 value of grants invested in strengthening local communities

£8,856,945Value of endowment entrusted to our

stewardship as at 31st March 2014

433Number of grants awarded 2013/14

4,608Number of volunteers

who commit their time and talent to support these organisations

38,400Number of people who benefit from the work of the organisations

we fund

£276,798

£322,004

£193,178£346,187

£360,013

£141,912

£41,992

£411,524

DYFED

WEST GLAM

MID GLAM

SOUTH GLAM

GWENT

GWYNEDD

CLWYD

POWYS

OUTSIDEWALES

£100,357

£719,734Enabling young people and promoting education, enterprise & life-long learning

£491,027Building cohesion and confidence in communities

£691,135Improving physical and mental health

£195,624Nurturing heritage and culture

£96,445Protecting our environment


PHILANTHROPYfɪˈlænθrəpiNounThe desire to promote the welfare of others, expressed especially by the generous donation of money to good causes.OriginMid 18th century: from Greek philanthrōpos, from philein ‘to love’ + anthrōpos ‘human being’.


3. CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER

The Community Foundation in Wales is more than the sum of its grants. In matching donors with do-ers we show how grants from the Foundation’s Funds can achieve a big impact. Whether it’s a small grant to cover the costs of a piece of kit, or a long-term investment to support step-change or the provision of new services, the Foundation’s grants are awarded to excellent organisations after robust due diligence and assessment. Independent panel members, advisors and Fund holders contribute to evaluating applications, and to bringing a range of expertise, knowledge and experience to decision making.

The Foundation’s professional grants team monitors and evaluates all grants, visiting a number to see first hand the difference these projects make across Wales.

The stories of projects funded by our Fund Holders and donors are featured on the following pages.

MAKING AN IMPACT

On strategies... Informing policy and underpinning change

On local communities…Growing confidence and social capital

On charities & community groups…Funding step-change and local solutions

On people...Empowerment, support, investment

Releasing energy, stimulating action

“We’re always delighted to see their work in practice, hear of their ups and downs as they progress, and willing to share advice on challenges and strategies for improvement and growth. It’s particularly special to accompany Fund holders on visits to projects which they have funded, as that is where you truly see the shared passion and commitment from the philanthropists working in communities and those giving to them.” Andrea Powell, Grants & Programmes Manager


ASPIRATION

In the historic quarrying town of Blaenau Ffestiniog, nestled between the mountains of Snowdonia is the home of Gwallgofiaid. This ‘insane tribe’ (literal translation!) is a not-for-profit company that gives the children and young people of the Vale of Ffestiniog a chance to get involved with workshops specialising in film, magazines and music. Based in Cellb - the old courthouse which has been transformed into a local cafe and meeting space - founder Rhys Roberts says that Gwallgofiaid provides a hub for ‘forgotten’ local children to express themselves.

In November last year we awarded a grant of £10,000 from the Skiathos Fund which purchased a multitude of sound, audio, and visual equipment, plus technical training and workshops. The six-week training culminated in a live gig in this rural community, attracting over 100 local revellers. Local bands performed, and the budding filmmakers could see their work projected as a backdrop for the workshops and performances.

ENABLING YOUNG PEOPLE AND PROMOTING EDUCATION, ENTERPRISE & LIFE-LONG LEARNING

“That’s the best thing about Gwallgofiaid… it isn’t a hyper professional establishment, but that’s how music groups should be. It should be about fun and expression...I’ve been part of a magazine project and a film project. Both have been great fun and this magazine business is a new experience for me.” Aled Davies, Gwallgofiaid participant

This activity includes grants to organisations which build self-esteem, confidence and horizons for young people; support to charities which work with young people who are not in employment, education or training; student bursaries; and projects which develop skills and employability. This is within the context of the fact that one-third of our children in Wales live in poverty, and the detrimental effect this has on self-worth, literacy, skills, aspirations and life-chances.


RESILIENCE

More than just a meeting place for worship, ACTS Community Church is the beating heart of the valley, providing vital services such as the Rhondda Foodbank. Formed in 2009, church goers met in a local leisure centre before they struck on the idea of purchasing a dilapidated social club in Tylorstown with the goal of turning it into a community facility for the entire valley. They moved quickly, and now the Foodbank provides more than 2,000 families a year with food relief parcels.

The Ferndale Fund has supported ACTS with four separate grants, totalling £34,000, since April 2013. Each grant has been an important building block in the Foodbank’s development.

BUILDING NETWORKS AND CONFIDENCE IN COMMUNITIES

The most recent of these has meant that Rhondda Foodbank can continue with its goal of redeveloping the entire building. The new ground floor layout contains two food storage areas, a clients’ collection point, waiting room and a general office area and space for the integrated debt advice service.

The Rhondda Foodbank is supported by the Trussell Trust, and the Community Foundation in Wales funds several foodbank initiatives across Wales on behalf of our clients and Fund holders. These include the Cardiff Foodbank (funded by the Henry Smith Charity and Comic Relief ), and the Flintshire Foodbank also supported by a Comic Relief Grant.

Grants under this heading include those to charities which work to empower people in financially and socially disadvantaged communities; organisations which support marginalised people; and investment in community facilities and events. These groups are the cornerstone of civil society.

“There is still much to be done but thanks to your steadfast support the volunteers have the resources and the confidence to continue making their dream of a community centre in Tylorstown a reality. We are so thankful for the support shown by the Ferndale Fund, not just in the grants they have given to us but for believing in us and taking such a close interest in our success and visiting us. The work we’ve done to transform our building and services just wouldn’t have been possible without their support, and the support of the Foundation’s team, who have truly walked alongside us.” Dave Thomas, ACTS Community Church (Rhondda Foodbank)


COURAGE

IMPROVING PHYSICAL AND MENTAL HEALTH

“Our community group came together because, having completed a GP referral scheme for people with health conditions such as diabetes, depression and heart disease, members felt so much better and wanted to carry on meeting and keeping fit together.” Ashley Burns, Treasurer, Forever Young

This broad, multi-faceted category includes grants awarded to organisations that support people suffering from health and addiction issues; increase access to sport and exercise; promote healthy living; tackle the social isolation of elderly and vulnerable people; improve access to services for people with disabilities; and enhance well-being through counselling, mediation and advice. Our grant-making in this category improves mental and physical health by supporting access to, and provision of, health services, building self-esteem and reducing depression and social isolation.

This was the inspiration for Forever Young, an older peoples’ community group in Merthyr Tydfil where members meet up weekly to socialise and keep active by exercising together at the local leisure centre.

In a year when Age Cymru reported that 75% of women and a third of men over the age of 65 in Wales live alone – with over 41,000 people saying they ‘often or always feel lonely’, we were very pleased to award a £900 grant from the Dulverton Trust Fund under its criteria which focuses on funding ‘active living’. The grant meant Forever Young could take its members further afield on walking trips. This year they visited Bath, Carmarthen & Cwmcerrig and the idyllic Stratford-upon-Avon, for three days of rambling to places most members had never visited before.


RESPECT

With recent accolades including the South Wales Social Enterprise of the Year, Cycle Training Wales is all about getting people on their bikes! With projects including ‘Doctor Bike’, cycle proficiency training in schools, and a mobile mountain bike trail, there are plenty of health, training and environmental benefits to its work. With recycling at the heart of this work, Cycle Training Wales teaches people to be thrifty by maintaining their old bikes instead of buying anew.

PROTECTING OUR ENVIRONMENT

“This enterprise award has meant investment at the heart of our business – we’ve been able to meet demand for our schools cycling proficiency training, buy new kit, increase recycling and re-use, employ a new member of staff and help – and be helped by – more volunteers. There’s such a resurgence of interest in cycling, and its contribution to the economy and the environment is growing: every year we see more people getting new qualifications, jobs in this sector growing, and people switching from car to bike to get to work: in Cardiff alone, according to the Office of National Statistics, there’s been a 65% increase in the number of people cycling to work.” Andrew BurnsDevelopment Manager, Cycle Training Wales

In this charitable category, the Foundation makes grants to organisations that support environmental sustainability, conservation, and research and innovation. Environmental issues, be they local or global, are bringing people together to tackle these problems collectively, strengthening communities in the process and providing a foundation for a more environmentally engaged society.

As a growing social business Cycle Training Wales has been creating a new training suite, the first of its kind in Wales. Open six days a week, this facility will mean formal training, workshops, recycling and volunteering can be increased. A £20,000 Santander Social Enterprise Development Award paid for: workshop stations in the suite; an advertising campaign; and the costs of a business development/outreach worker to provide cycle training courses in schools in Swansea and Carmarthenshire.


NURTURING HERITAGE AND CULTURE

PRIDE

The National Eisteddfod nurtures Wales’ cultural ancestry through literature, craft and stage competitions. The Eisteddfod Talaith a Chadair Powys celebrates Welsh heritage, language and culture in this particular part of rural Wales. In July last year, the organising committee was awarded a £5,000 Ashley Family Foundation grant in its centenary year, to support the two-day event in Llanfair Caereinon which attracted over two thousand visitors.

Among them was a local class of Welsh language beginners who experienced a first-hand introduction to Welsh traditions such as the Gorsedd, which is the coming together of modern-day bards to celebrate new Welsh writing.

The grant also helped leverage a further £1,335 from other Trusts and Foundations which meant they could create a website, bringing this local Eisteddfod into the digital age.

The arts, Welsh language and culture, and buildings and facilities of historic significance benefit from grants made under this category. Celebrating and promoting the cultural, spiritual and artistic elements of our lives and preserving our heritage is vital in developing confident and engaged communities where people have a shared sense of place and identity.

“As a Welsh learner I thought it was fascinating to attend and compete in the [Powys] Eisteddfod. To learn about the cultural context, and then to see the ceremonies first hand – it makes me feel enthusiastic about the language in a way that comes only from immersing yourself in its traditions.” A visitor to the Powys Eisteddfod


4. THE FUND FOR WALESIt’s been a busy year for our Fund for Wales campaign. We have reached new supporters both in Wales and internationally, and we announced our first million pound donor at our Westminster Hall reception in July. This Summer we hosted a stand at the National Eisteddfod in Llanelli before flying out to America to join 600 people at the North American Festival of Wales. The Fund for Wales team have met hundreds of people throughout the year who have told us why they love Wales, donated to the fund, and voted for their favorite Fund for Wales grant.

DONORS – FROM £1 TO £1MILLION!

We have also welcomed the first Named Fund holders to the Fund for Wales. These donors have given more than £25,000 which has established their own specific targeted Fund within the Fund for Wales. As the couple behind the Navigation Fund explained when they established their Fund to support employability projects in the South Wales valleys,

“Although we knew exactly the parts of Wales that we wished to support with our Fund, it made such a difference knowing that our gift would trigger the same amount into a Fund which would support small community based projects across the rest of Wales. It has meant that we can now concentrate on funding what we want to fund, and the Foundation can also make even more grants across the country as a

direct result of our gift.”

Giving back to Wales in grateful recognition of his family’s roots, the Dr Dewi Davies Endowment Fund was established with a gift of £1million to support community groups and young people in south Ceredigion and north west Carmarthenshire. This is the first single gift of a £1million the Foundation has received, and is a fantastic investment for communities in the area of benefit.

Thanks to your support, the Fund for Wales endowment now stands at £2.4million.

The Fund for Wales’ community of philanthropists continues to grow with donations including £1 from a six year old child at the National Eisteddfod and £200 donated by a runner at the Paris Marathon. These gifts have all been matched thanks to the Big Lottery’s Fund for Wales Match Challenge, doubling the impact of everyone’s philanthropy.


DONORS – FROM £1 TO £1MILLION! WHO SHALL WE FUND?

The Fund for Wales piloted a unique grant-making initiative this summer by asking visitors to the National Eisteddfod in Llanelli, and the North American Festival of Wales in Minneapolis, to help choose which projects should be funded in 2014. Over 200 people voted in what is the largest grants panel the Foundation has ever convened, enabling people who love Wales to choose which of five shortlisted projects we should fund.

Their choices are recognized in the 14 grants awarded in 2014 from the Fund for Wales. The five shortlisted projects are summarized here:

1. PEMBROKESHIRE FOSTER CARERS ASSOCIATION

4. FRIENDS OF GRESFORD MEMORIAL

Activity days for looked after children and their foster parents and carers

2. BARRY BEAVERS DISABLED SWIMMING CLUB

Club running costs including pool hire, specialist transport costs and galas

5. BEE FRIENDLY MONMOUTHSHIRE

Seed packs, ‘how to’ guides, and workshops to encourage local people to grow bee-friendly plants

3. BRYNCRUG COMMUNITY CENTRE

Refurbishing an old school canteen into a community café

Renovation of a monument to remember those lost in the Gresford mining disaster of 1934

1

2

5

4

3

PatronHRH The Prince of WalesAmbassadorsElinor Bennett, internationally renowned harpistPeter Davies, Commissioner for Sustainable Futures


5. THE BUSINESS OF PHILANTHROPY

The Community Foundation in Wales is a charitable business – a trusted philanthropy adviser offering each of our Fund holders and clients a bespoke service. We advise on where their priorities for charitable giving can make the best impact, investing their donations to maximise return and delivering robust grant-making programmes on their behalf. We research and advise on needs and issues, conduct due diligence, report on impact and outcomes, and engage them in their philanthropy to the extent that they wish.

WE CONNECT PEOPLE WHO CARE WITH CAUSES THAT MATTER

WHETHER OUR CLIENTS WANT TO...

• help enterprising charities which support young people to grow and replicate their best practice – as with our Queen’s Trust Fund,

• support community groups in the deprived communities their families came from – as with the Navigation and Ferndale Funds,

• or fund environmental initiatives – as with the Clark’s Giving Back Fund,

...the Community Foundation in Wales listens, fosters and stewards, creating high-impact programmes of support which have tangible, long-lasting benefits.

OUR FUND HOLDERS AND CLIENTS INCLUDE

• Individuals and families – we distribute grants on their behalf, also enabling their giving to continue making an impact beyond their lifetime

• Businesses – we help them to deliver their Corporate Social Responsibility agendas and engage with communities in an effective and efficient manner

• Other grant-making trusts – supporting them in penetrating their grant-making into neighbourhoods across Wales

• Charity clients – acting as agent for UK-wide foundations

• Trustees of under-active trusts – enabling endowment funds which have been left in their care by philanthropists in the past to be transferred to the Foundation’s active stewardship.


RESPONDING TO NEEDS AND MATCHING DONOR INTERESTS

Of the nine new Funds this year, the Flood Recovery Fund was a particularly good example of how our philanthropy services match needs with donor wishes. Wanting to get immediate financial support to those suffering from the effects of the winter floods and storms, one of the UK’s biggest campaigning communities, 38 Degrees, gathered donations from its members and asked the Community Foundation in Wales to make fast and effective grants to people in need with its £25,000 donation. Donations were also made thanks to fundraising efforts of Ysgol Dinas Bran as well as a donation from Comic Relief.

Also concerned about the immediate and longer term effects of the winter weather was furniture retailer Wren Living.

Ten per cent of sales made over a weekend at Wren Living’s 47 stores across the UK were donated to ten community foundations’ flood funds, including our Wales Flood Recovery Fund.

“Wren Living is a family business. Over 1,800 people work for the company and we are all saddened by the problems facing those families who have been affected by the floods. We are conscious that as the television cameras leave, the devastation still remains and we are committed to playing our part in helping people through this crisis. Ours will be a significant donation towards the relief effort and we hope it makes a difference.”Finance DirectorWren Living

“We’re delighted that through our Wales Flood Recovery Fund we have been able to channel philanthropic giving to strengthen Welsh communities as they rebuild their community infrastructure and recover from hardships and challenges arising from floods, tidal surge and storm damage.”Liza Kellett Chief Executive of the Community Foundation in Wales

“Sadly, this year’s harsh winter and storm surge resulted in substantial damage to many properties, so we were relieved and grateful to have the support of so many people through the Foundation’s Flood Recovery Fund. This meant we could give immediate and emergency financial aid to vulnerable families and elderly residence, taking at least one worry off people’s minds as they recovered from the damage.”Gareth NickelsRhyl Town Clerk


RE-INVIGORATING TRUST FUNDS – A FOUNDATION SERVICE

Foundation Associate Colin Evans is a UK expert on breathing new life into charitable trusts which have become dormant or ineffective. Some are trusts with extremely specific objectives (such as one which was dedicated to providing petticoats for the deserving poor of the parish). Others include those whose financial stewardship is reaping very little investment return; or those whose trustees are finding it difficult to attract new or replacement trustees with relevant skills; and some whose trustees are finding the obligations of trusteeship onerous. Colin has worked with trustees and the Charity Commission to make the objectives of the original philanthropist live again, and to ensure that the income can be generated in perpetuity. Across the UK, Colin’s advocacy has resulted in over £40 million of charitable assets being rejuvenated.

This year Colin’s work in Wales resulted in 17 trust funds in Flintshire being transferred to the Foundation’s stewardship, reviving £475,000 of endowed charitable assets for specific communities.

“I’ve been working in Wales for eight years now, and have met a wide variety of trustees of some fascinating charitable trusts who are finding it hard to: honour the wishes of philanthropists of yesteryear; make efficient and effective grants; undertake the accounting and reporting requirements; or invest their endowment to ensure a strong return for grant-making. We can help in these situations, and in many other cases, for example where other assets are involved (such as land or buildings), or support is needed in navigating the bureaucracy of closing down and transferring assets.

I’m passionate about helping trustees to understand the value of transferring charitable stewardship to the Foundation so that the philanthropic ambitions of the original donors can be achieved for the benefit of today’s communities.”Colin EvansTrust Transfer Associate


FLINTSHIRE COMMUNITY ENDOWMENT FUND LAUNCH

The Foundation’s team celebrated the launch of the Flintshire Community Endowment Fund at a reception kindly hosted by Airbus, and was delighted to work with the former trustees and local stakeholders in Hawarden to share ideas on how to promote this new Fund and better deliver on the original objectives of providing relief to people who are in need.

The Charity Commission acknowledges that community foundations have a reputation for the effective management of charitable funds in order to maximise their impact at local level.

The Charity Commission and community foundations have worked closely in recent years to ensure that trustees seeking to revitalise moribund (dormant) or ineffective trust funds (and who are looking for an effective way of carrying on their good work in future years) can release their funds to a community foundation as part of their appraisal of options.

The Charity Commission welcomes and supports this initiative and encourages all charities to ask themselves whether they should work with community foundations as an alternative way to continue, particularly if they agree with one or more of the following statements:

• We find it difficult to identify beneficiaries• We cannot spend the income of the charity• We find ourselves providing money to the

same people or groups every year• We find it difficult to attract trustees• We would like to be involved in how the

money is spent but we do not want the legal responsibility of being a trustee

• The work of administering the charity and its investment is becoming onerous or disproportionate to the level of funding

• We wish that we knew more about local issues and opportunities and who else was funding what


OUR CHARITABLE BUSINESS

OUR CORE SERVICES...• philanthropy advice to develop a bespoke

giving strategy, including needs research and theory of change

• grant programme management, due diligence, monitoring and evaluation

• investment stewardship – of social capital and fund management

A RANGE OF BENEFITS...• bespoke management and decision-making

protocol• project visits & meetings• impact reports & Fund investment statements• Fund holder events & invitations to philanthropy

events and forums

A CHOICE OF FUND TYPES...• Immediate Impact – Funds for today• Endowment – Funds for now and the future• Funds can be themed according to our clients’

wishes, for example as area or topic-specific grant programmes

SEVERAL WAYS TO MAKE A DIFFERENCE...• establish your own Fund• donate to one of our Area or Themed Funds• double the impact of your gift to the Fund for

Wales thanks to our Big Match Challenge • support the work of the Foundation by joining

‘Foundation Partners’• tax-effective giving• legacies, shares, assets and cash

Our philanthropy team works with each Fund holder to develop a portfolio of giving in line with their wishes to maximise the impact of their philanthropy.

Contact Siân Stacey on 02920 379580 to discuss how your donations can make a difference or visit our website www.cfiw.org.uk.

MORE THAN THE SUM OF OUR GRANTS• Underpinning & partnering• Local knowledge• National expertise• Sharing• Convening & chairing• Meeting needs• Celebrating & promoting


OUR STAKEHOLDERSEsmee Fairbairn FoundationPears FoundationUK Community FoundationsWelsh GovernmentBig Lottery Fund

OUR FUND HOLDERS

INDIVIDUALS & FAMILIESThe Daisy FundThe Ferndale FundThe Lord Merthyr FundMartyn Groves Adventure & Travel FundThe Myristica TrustThe Royal Wedding CharityThe Skiathos FundThe Sloman Family FundThe Dory Fund

FUND FOR WALESWaterloo FoundationMoondance FoundationEarl of Plymouth Estates LimitedThe Navigation FundDr. Dewi Davies Endowment Fund

FOUNDATION FUNDS AND TRUSTSAnglesey Community Endowment FundCardiff Community Endowment Fund

Cardiff Citizens CharityEducation Trust for Cardiff CitizensFoundation Schools Fund

Denbighshire Community Endowment FundFlintshire Community Endowment FundFund for WalesGronfa Hiraeth/Staff Giving FundThe Gwent High Sheriffs’ Community Fund Hawarden & District Relief in Need FundThe Micro Venture Philanthropy FundThe Monmouthshire Further Education TrustNewport Community Endowment FundPowys Community Endowment Fund

Foundation Powys FundLlandrindod High School Charity FundPowys Welsh Church Act Montgomeryshire Intermediate & Technical Education FundMontgomeryshire District Trust FundStanley Bligh Memorial FundFormer Girls Grammar School Brecon

The Rudbaxton Parish Education FundWrexham Community Endowment Fund

BUSINESSESBristol & WestThe Clarks ‘Giving Back’ FundCoventry Building Society Community FundSantander Social Enterprise Development AwardsWales & West Utilities

CLIENTSAshley Family FoundationComic ReliefThe Dulverton TrustFair Share TrustGarfield Weston FoundationThe Henry Smith CharityThe People’s Health TrustThe Trusthouse Charitable FoundationQueen’s Trust

CAMPAIGNSFund for Wales Big Match ChallengeSurviving Winter WalesThe Wales Flood Recovery FundGiving Circles High Sheriff of Gwynedd Giving Circle High Sheriff of Clwyd Giving Circle Mostyn Hall Giving Circle Peter Neumark Giving Circle

6. OUR FUND HOLDERS AND CLIENTS


7. WALKING ALONGSIDE DONORS AND DO-ERS

Community and philanthropy leadership is a key role of a community foundation, yet what this leadership role really boils down to is ‘walking alongside’ people who care and causes that matter. We work together to make a difference, to raise the profile of needs, and to highlight and support best practice.

SHOWING AND SHARINGA unique feature of our Gwent High Sheriffs’ Community Fund is the way that grants awards are decided: your voice, your choice! At a special event hosted at the Bridges Trust’s Elizabethan manor house in Monmouth, shortlisted applicants were invited to present their projects in a two minute ‘pitch’ for a share of the £40,000 grants pot. As High Sheriff Murray MacFarlane explains,

“The current, past and future High Sheriffs of Gwent fundraise for our Gwent High Sheriffs’ Fund in an ongoing cycle led each year by the incumbent High Sheriff. My activities included a series of ten, ten mile sponsored walks to highlight the variety and beauty of Gwent, including the Vale of Ewyas, Tintern and Blaenavon.

In addition to fundraising income, the grants pot includes the interest earned on our endowment fund, and we were delighted that the Police and Crime Commissioner also donated £25,000. Our funding focus is on community-based initiatives which mentor and inspire young people in order to help reduce crime and enhance community safety. Twenty projects ‘pitch’ and then it is the other participating projects which vote for the ones they think most deserve funding. This means that the grant decisions are made by people who are living, working and volunteering in Gwent – and because they all have ‘supporting young people’ in common, who better to judge where best our grants should go?”

INVESTING IN GROWTHThanks to a grant from the Queen’s Trust, we designed a bespoke programme of support for a handful of enterprising charities whose excellent work with young people and ambitious plans for growth meant they were ripe for ‘accelerator support’. From specialist workshops on social franchising, to coaching sessions and business development support, the Foundation’s team walked alongside five charities and funded: pilot projects, sabbaticals for business development thinking, consultancy, and marketing plans. An anti-bullying charity, a theatre company, a sports social enterprise, and a children’s community orchestra all benefited from grant investments to help them plan for growth or replication. These investments have resulted in the charities benefiting even more young people, in even more places, across Wales and beyond. For example, Vi-Ability has been commissioned to replicate its unique and highly effective community sports club development and youth work experience project in London.


CONVENINGAs part of the Queen’s Trust programme we gathered Wales’ first social entrepreneurs peer support group to spend a day exploring what they need to not just survive, but to thrive and grow too. Twenty-two leaders of social enterprises from across Wales joined us, sharing their experiences, concerns and ideas.

“I picked up some great suggestions, made a couple of business contacts, and above all it was a relief - and exhilarating - to spend a whole day thinking about what I need to grow my business with like minded people.”

SHARING EXPERTISEBeing ‘at the table’, contributing philanthropy expertise, and supporting others’ thinking is also part of our job. From responding to Welsh Government consultations, participating on the Association of Charitable Foundation’s ‘funders for impact’ working group as the Wales representative, and joining Big Lottery working groups and the Wales Office’s Big Society Forum, Foundation staff contribute to strategy and policy development.

“Thank you so much for your presentation at the Enterprise and Collaboration in Community Sport in Wales conference. The insight you gave into how sport should be engaging with non-sport partners and funders and learning to ‘speak their language’ was absolutely brilliant.”

ADVISING AND LISTENINGThe Foundation’s team are happy to advise potential applicants and listen to their ideas, and keen to offer a shoulder when things don’t go to plan. For larger investments we taken an active interest and often provide informal consultancy support. Sharing and spreading industry news and guidance is important too, which is why we were pleased to host a lunch with Geldards LLP for third sector leaders to hear about the Charity Commission’s Wales office’s new priorities and focus.

“We’ve taken on board all your extremely valuable feedback regarding our proposal… look forward to hearing your thoughts, as ever really appreciate your continued support!”


Each year the Community Foundation in Wales runs a wide range of events and activities which explore, celebrate and promote philanthropy. Our November 2013 philanthropy week saw the Foundation’s team lead an array of events all across Wales, including piloting Giving Circles in Wales, launching our Micro Venture Philanthropy Investment Fund and honouring philanthropists with Foundation Philanthropy Awards.

PHILANTHROPY WEEK WALES

STAKEHOLDERS AND PARTNERS


FOUNDATION PHILANTHROPY AWARDS 2013

Ken and Lorraine run their family business, Peninsular Home Improvements, on Anglesey employing 22 staff. They have sponsored 11 local organisations which show the impact

the arts have on improving people’s lives, and have created a further 14 partnerships to fundraise for, and support, local charities. Over the last ten years they have increasingly put corporate social responsibility at the heart of their business strategy, and the Foundation particularly commends their leadership in inspiring other businesses to recognise the value of walking alongside local communities.

To honour people whose philanthropy has benefited Welsh communities, the Foundation’s Chairman, Janet Lewis-Jones, and the Minister for Communities and Tackling Poverty, Jeff Cuthbert AM, presented awards at a reception at the Norwegian Church in Cardiff Bay.

KEN AND LORRAINE GRAYSON

Gloria has an impressive track record of volunteering in Powys, which includes serving as a Trustee, and formerly Chair, of the Powys Association of Voluntary

Organisations. She serves as a Board member on the Powys Teaching Health Board, and is Vice President of Powys Carers Service which she helped to create. Currently, Gloria is a Trustee of Brecon Cathedral Choir Trust and the Edmund Jones Charity which makes education and training grants in Brecon. The Foundation first met Gloria when it awarded a grant to Powys Carers Service, and we are struck by the warmth, respect and high regard those she serves with, and for, have for her.

GLORIA JONES-POWELL REV. JAN GOULD

Formerly an award-winning professional viola player, Jan is now Priest in Charge at the Church of the Resurrection in Ely. In addition to significant community

and spiritual responsibilities, Jan set up Wales’ first community project giving music lessons to children in deprived areas based on the Venezuelan ‘El Sistema’ model. The Community Foundation in Wales has been honoured to support Jan’s work for her charity ‘Making Music Changing Lives’, which brings a sense of joy, commitment and community pride to Ely.


COLLABORATIVE PHILANTHROPY

Thanks to an investment by the Pears Foundation, the Community Foundation in Wales ran an innovative pilot project to explore how best to bring the giving circle model to Wales. Spearheaded by lead philanthropists Peter Neumark, Lord Mostyn, Celia Jenkins (High Sheriff of Clwyd) and Marian Wyn Jones (High Sheriff of Gwynedd), the events featured local charities, local philanthropy stories, and local giving. With a £25,000 match challenge donated by the Pears Foundation, the five events saw community philanthropy in action and raised over £60,000.

Our Mostyn Hall Giving Circle was kindly hosted by Lord Mostyn, at his estate in Flintshire, and featured the launch of the third International Harp Festival with a concert by students of internationally renowned harpist Elinor Bennett, our Fund for Wales Ambassador. The Mostyn Kitchen Garden project also benefited from gifts made at this stunning event held in the Minstrels Gallery. Lord Mostyn spoke about the history of his family’s philanthropy, showing guests a rarely seen 15th century silver harp which had been presented by his ancestor as a prize at a medieval Eisteddfod. In an unexpected and moving response, Elinor then showed guests a silver platter with which she’d been presented by Lord Mostyn’s grandfather as a prize winner at an Eisteddfod, which marked the beginning of her career as a harpist.


LAUNCHING WALES’ FIRST MICRO VENTURE PHILANTHROPY FUND

Using a giving circle structure, the Foundation collaborated with Capital Law, Quilter Cheviot, the Pears Foundation, and the Fairwood Trust to create a new Fund to make micro awards to help social enterprises to grow. Pitching for an investment of £2,000, social entrepreneurs from the charities Vi-Ability, Bullies Out, Pinkspiration and Arts Factory Books told guests about their businesses and their growth plans. Venture philanthropists Peter Saunders of humanitarian business Sure Chill, and Rodney Schwartz of ClearlySo, which helps social entrepreneurs to raise capital, gave inspiring talks about their work, in a fascinating evening of social business stories.

The Foundation has written a report on the impact of these small grants, which proves the value and impact of even small investments of time and advice. The report features updates from the business projects including Bullies Out, whose founding Chief Executive explained,

“Thanks to the Foundation’s support, our Queen’s Trust replication project is almost done - the complete franchise model and business plan are finished, and a licensing document is now being finalised. With our Micro Venture Philanthropy Grant we invested in a new mould to make our ‘hands of courage’. The first consignment arrives at the end of August, and we’ll be taking the ‘hand of courage box’ to an education show next year to market it to schools. And as a result of all this business development work, we have just been awarded a large grant to invest in growing our cyber bullying programme – a facet of bullying which is sadly on the increase.”


Seedcorn funded by a transfer of charitable trusts left in the care of the Rector of St Giles in Wrexham, and complemented by a donation from the Royal Wedding Charity Fund, this year the Wrexham Community Endowment Fund celebrated a further significant boost. At a reception kindly hosted by local business Moneypenny, Wrexham Borough Council’s Chief Executive Helen Paterson paid tribute to the collaboration between the public, private, and voluntary sectors which has supported

PROFESSIONAL ADVISOR ENGAGEMENT

Advisors and intermediaries such as solicitors, fund managers, wealth managers and accountants are increasingly recommending the Foundation’s philanthropy advice services to their clients. To build new contacts and spread the word about our work, the community foundations of Wales and Cheshire held a joint event sponsored by Hillyer McKeown. Hosted at the Duke of Westminster’s Eaton Hall, philanthropist Anthony Preston gave an enlightening, amusing and fascinating insight into the growth of his business ‘Pets at Home’, and told guests why he values the services of community foundations in managing part of his philanthropy portfolio.

a broad range of charitable projects and community groups in the borough. Excellent catering was provided by local social enterprise KIM Inspire, and local charities Caia Park Partnership, Clybiau Plant Cymru, and the Salvation Army’s Ark Centre talked to guests about their work and the grants they had received from the Foundation. These were amongst the £1.1 million of grants awarded in Wrexham from the Foundation’s funds over the last three years.

BUILDING AN ENDOWMENT FOR WREXHAM


The Foundation’s work is underpinned by the advocacy, interest and advice of over 50 people whose voluntary commitment to nurturing a strong community foundation at the heart of Welsh communities adds enormous value and helps extend our footprint and impact across the country. Their commitment is much appreciated by the Foundation’s clients, our Grants Committee and the Board of Trustees.

THANK YOU

BUSINESS DEVELOPMENT GROUPSThank you for those business advisors from the private and public sectors who bring ideas, connections and fresh perspectives to support the Foundation’s growth: • Cardiff• Chief Executive’s Advisory Group• Gwent • North East Wales

ALLIESThank you to our friends and advocates in these particular areas who have helped us to nurture new relationships:• Gwynedd Powys• London West Wales

GRANTS PANELSWe are grateful to those who sit on our dedicated grants panels across Wales, assessing applications, ensuring our Fund holders’ wishes are met, and awarding high impact grants to local projects:• Cardiff Community Endowment Fund• Comic Relief & Community Cash• Dr Dewi Davies Endowment Fund• Denbighshire Community Endowment Fund• Flintshire Community Endowment Fund• The Gwent High Sheriffs’ Community Fund• Hawarden & District Relief in Need Fund• Newport Community Endowment Fund• Powys Community Endowment Fund• Santander Social Enterprise Development Awards• Wrexham Community Endowment Fund

VOLUNTEER PANELISTS, BUSINESS DEVELOPMENT ADVISORS, AND ALLIES

• •


8. OUR FINANCES

This information is from the full audited Annual Accounts for the year ending 31st March 2014. The purpose is to give the reader an understanding of how the Foundation enables its grant-making – our principal charitable activity. The full Annual Accounts (approved by the Trustees on 30th September 2014), Trustees Annual Report and the Auditor’s Report can be obtained from the Foundation’s office or from our website.

CORE FUNDERS £159k

DONATIONS £1k

MISC £12k

MANAGEMENT FEES £238k

GENERATING FUNDS £139k

GOVERNANCE £69k

PROMOTING

PHILANTHROPY £121k CHARITABLE

ACTIVITIES

£2.457mGRANT ADMIN £166k

GRANTS £2.170m

ENDOWMENT FUNDS £8.857m

Donor capital for future beneficiary grant income

RESTRICTED FUNDS £1.590m

Donor Funds for imminent grants to beneficiaries

UNRESTRICTED FUNDS £160k

Working capital for the charity’s core operations

PROPERTY £650k

INVESTMENTS £8.118m

NET CURRENT ASSETS £1.722m

OTHER NET ASSETS £117k

DONOR FUNDING FOR BENEFICIARIES £2.050m

ENDOWMENT INCOME FOR BENEFICIARIES

£240k

NEW ENDOWMENT CAPITAL £766k

INCOMING RESOURCES £3.466m

FUNDS £10.607m

Balance Sheet as at 31 March 2014

RESOURCES EXPENDED £2.665m

NET ASSETS £10.607m

CONTACT

Community Foundation in WalesSt Andrews House24 St Andrews CrescentCardiff CF10 3DD

T: 02920 379580E: [email protected]: www.cfiw.org.uk

Facebook: cfinwalesTwitter: @cfinwales

Registered Charity: 1074655Company Number: 03670680


community foundation in wales annual review 2014

Documents

community foundation

fund holders

waless community of

people philanthropists

business people

annual review

hundreds of people

successful year