community foundation - our year 2010

Our year 2010enriching lives through effective giving

COMD1783 Foundation yearbook Q8 new:Layout 1 1/11/10 11:23

Our vision,purpose andprinciples

To do this we:• enable effective giving by people and business;

• support organisations and individuals with money, time

and expertise;

• inform and influence issues affecting our communities.

Our principles

In all our work, we seek to:

• advocate for disadvantaged people and less well

supported causes;

• reflect and involve our area’s diverse communities;

• deliver our work to the highest standards of customer

service, transparency, accountability and independence;

• promote giving that is rewarding, educational and

enjoyable;

• provide a creative and supportive environment for staff,

board and volunteers;

• build a lasting and growing resource for our area through

our endowment;

• contribute to tackling issues facing our communities

arising from climate change.

Our vision:

Effective giving, thriving communities and enriched lives.

Our purpose:

To be the hub for community philanthropy in our area – inspiring and

supporting giving that strengthens communities and enriches local life.

Community Foundation - our year 2010

Colin Raistrick from the P&G Fund visits Whitley Bay District Scoutsfollowing a £1,000 grant for new archery equipment.


Introduction

We ensure the generosity of our donors is matched with

excellent groups and individuals in our communities that

bring people together, provide services and activities and

which make our area a better place to enjoy life. People of all

ages and backgrounds benefit, but we try especially to help

disadvantaged people and less well supported causes.

Everyone can be a philanthropist through the Community

Foundation. Our Yearbook tells the story of 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 0945or visit www.communityfoundation.org.uk

The Community Foundation serving Tyne & Wear and

Northumberland is a charity that strengthens communities and

enriches local life through effective giving. We are the hub for

community philanthropy in our area: individuals, families,

businesses and other charities give through us to help local

people, communities and causes.

Our year - keyachievements

We made 1,743 grants totalling £5.9 million.

We welcomed 11 new donorsand enabled 19 more toincrease their philanthropy.

And we successfully ran grantprogrammes on behalf of ComicRelief and the Government’s Officefor Civil Society.

1


Scotswood Natural Community Garden has been supported by The Henry Smith Charity since 2005.


Chair’swelcomeThe Community Foundation is in good shape having come through a

period of great change. Our continuing success is down to the

fantastic generosity of individuals, families and companies in our area.

They trust us to help them achieve their philanthropic ambitions,

knowing the value of giving through the Community Foundation to

support local causes. At a time when North East England as a whole

faces acute challenges resulting from the economic downturn and

reductions in public spending, community philanthropy

is needed now more than ever.

2


Core to our work is building a lasting resource for our area

through the growth of our endowment. It is made up of many

individual donor funds and is used to fund grant-making and

our operations. So, perhaps the most important headline from

the year was that the value of the endowment recovered

significantly from £32.5m to £44.5m. This was in line with

general trends, but also resulted from good performance by

our investment managers, sound oversight by the Investment

Committee and generous giving by our donors.


Through the endowment income, and through the revenue

funds and external programmes we manage, we were able

to increase our grant-making in 2009-10 to nearly £6 million,

making us one of the most significant independent funders

of voluntary sector activity in North East England. We also

remain, by endowment size, by far the largest community

foundation in the UK.

We benefit from highly engaged board members and an

expert staff team, led by our new Chief Executive, Rob

Williamson, who succeeded George Hepburn in July 2009.

Rob has guided the staff and board through a wide-ranging

review which engaged our donors, grant recipients and

other stakeholders, and which resulted in the adoption of

our new strategy in March 2010. We are confident that our

plans are the right ones for the future, as we seek to grow

the Community Foundation, increasing its visibility and

impact whilst also ensuring its overall sustainability.

Several long-standing trustees stood down during the year

as their terms of office came to an end. John Josephs

retired as Treasurer, Jan Worters as Deputy Chair, and

Trevor Shears and Shobha Srivastava as board members.

Andrew Kerr also left following a move out of the region. Our

thanks to each of them for their commitment over the years.

We have been pleased to welcome new members in the

form of John Clough, Alastair Conn, Gev Pringle, Roger

Kelly and Betty Weallans.

This will be the last Yearbook piece I write as Chair, as my

own term of office is at an end. I am delighted to say that

the Board has agreed that Ashley Winter OBE will succeed

me. Ashley is former Chairman & Managing Director of

Patterson Motor Group, former Chair of the North East LSC,

and current Chief Executive of the Retail Automotive

Alliance. I wish Ashley every success in the role and the

same reward I have gained from my work with the

Community Foundation over the past nine years. The

‘community’ in our name is not simply a description of a

physical space bounded by coasts and counties and

nations. It represents people coming together across areas,

backgrounds and experiences with a shared goal: improving

lives, and life, in our area. Long may that continue.

Hugh Welch, Chair

3


Jesmond Community Orchard received a grant of£550 from Northumbrian Water’s Green SchemeFund.

Early Years Goes Jazzy - GatesheadInternational Jazz Festival - at The SageGateshead.

Committee members from the OwenPugh Fund visit Benwell Youth Project.


Chief Executive’s highlights of the yearIt is a huge privilege to take over the leadership of an organisation

with such a great reputation and history of success. I remain

greatly inspired by the unparalleled generosity of people in our

region and their commitment to our communities. Opposite are

just some of the many highlights and developments we have been

involved with during my first year at the Community Foundation.

4

Whickham Hermitage Community Garden receiveda grant of £3,000 from the Watson Family Fund.

A flock of Flexigraze sheep graze land at Newburn Riverside thanksto support from the Local Environmental Action Fund (LEAF).



5

• We awarded £5.9m through 1,743 grants in the year to

31 March 2010. This was an increase on 2008-09,

which is very encouraging at a time when many

commentators were predicting that grant-makers would

have to reduce their activity as a result of the recession.

• Through the Grassroots Endowment Challenge we

provided £1 of Government match funding for every £1

of new money we secured from donors. Our success in

allocating the available amount for our area accelerated

in late 2009, and we gained additional match amounts

redistributed from other parts of the UK. In total, seven

new Grassroots endowment funds were established, five

by individuals and two by companies. Three were new

donors to the Community Foundation.

• Nine new funds unrelated to Grassroots were

established, six of them by individuals and three by

companies, all new donors to the Community

Foundation. We also ran a new ‘Community Cash’ fund

for Comic Relief.

• The Community Foundation managed two Government

grant programmes: Grassroots Grants, which provided

£763,000 for small groups in local communities, and the

Targeted Support Fund, which provided nearly £1m in

extra funding to groups working in areas especially hit by

the recession.

• LEAF continued as a partnership programme supporting

communities to take action on environmental issues. Our

partners are Greggs Foundation, Shears Foundation,

and an anonymous donor.

• We welcomed Dame Stephanie Shirley, the

Government’s Ambassador for Philanthropy, as keynote

speaker at our packed AGM at the National Glass

Centre, Sunderland.

Engaging more people in giving during their lifetime, and

through estate planning, remains our key ambition. I spent

much of the year getting to know donors, board and staff

members, and working with them to shape our plans for the

future. We know we must respond to community needs with

renewed vigour, imagination and effort. Although we do not

have the resources to step in to address public funding cuts,

we can use our independence, relationships and grounding

in communities to advocate, inform and collaborate for the

broader good. Reaching everyone, and especially those in

most need, also means that we must work harder with our

existing donors, and use our discretionary funds to

maximum effect.

I cannot end without mentioning Hugh Welch, who retires

from the board at the 2010 AGM after serving six years as

Chair. Hugh’s contribution to the Community Foundation has

been enormous. He has also been a particular support to

me since my arrival. On behalf of the whole board and staff

team, heartfelt thanks to Hugh.

Rob Williamson, Chief Executive



6


Blagdon estate, though in the same family ownership for more

than 300 years, strives to be a modern business, managing or

facilitating rural enterprise, including houses, workshops,

offices, shops, pubs and hotels as well as farms and surface

coal mines while maintaining a strong sense of a community

within the wider community.

The estate also hosts many voluntary activities from cricket,

riding and angling to orienteering, army training, Scouts and

Brownies. We have open-gardens days for the Red Cross,

Hospice Care, Macmillan Cancer Support and Plant Heritage.

We also regularly welcome children to the estate on educational

visits. The Country Trust charity brings around 200 children per

year, primarily from schools in disadvantaged urban areas, to

learn about farming, forestry and rural business. Blagdon also

hosts the Forest Schools Scheme, allowing nearly 700 pre-

school children per year the opportunity to enjoy outdoor,

woodland based activities in a safe environment.

All the activities we host and support demonstrate our

commitment to playing our part in strengthening communities

and enriching the lives of local people. So, as well as supporting

the Community Foundation through the Ridley Family Charitable

Fund which supports charitable community activity in south-

east Northumberland, Blagdon estate is delighted to support

this Yearbook as a way of encouraging others’ charitable giving,

and we wish the Community Foundation every success in

achieving its vision.

[email protected]

Children from inner city primary schools visit Blagdon estate through theCountry Trust which was funded by the Eaga Community Fund in 2009

Our sponsors

Having taken most of the Community Foundation’s photography for the last two years I have not come across one

community or voluntary group that is not worthwhile. From environmental projects in the wilds of Northumberland to inner

city projects in Byker and Sunderland you can see the tangible difference the grants the Community Foundation are making

to our local communities.

In these current times of austerity I think it’s important to support our local community and voluntary groups and the fantastic

work they are doing which is why I am proud to be able to support the new photography taken for this year’s annual report.

Gilbert Johnston


7


Our communityphilanthropyThe Community Foundation enables effective giving by

individuals, families and business to local causes. We support

organisations and people with funding, time and expertise. And

we inform and influence issues affecting our communities.

Content Page

Individual and family philanthropy 8-13

Corporate giving 14-17

Theme and affinity funds 18-21

Charity and trust funds 22-23

Projects, programmes & partnerships 24-26

The Sage Gateshead 27

Our impact 28-29

Treasurer’s report 30

Summary of our accounts 31-33

You can be next 34-35

People 36-37


8 Individual and familyphilanthropyFrom its inception, the Community Foundation has grown with the support

of people and families in our area who see the value of giving through us

to reach the causes they feel passionate about. These individual and

family philanthropists have chosen different means to help their areas, but

they all share a desire to give back to their communities. The awards we

make through their generosity can genuinely transform lives.

Fiona and Neil Crozier set up the Crozier Fund at the

Community Foundation this year to encourage young

people, particularly young women, to study and become

involved in the sciences. Two grants were awarded from

their fund. Newcastle University received £3,800 to help kit

out an outreach laboratory that will give GCSE and A level

students a chance to take part in exciting experiments that

are not possible in a normal school environment. The

second grant of £2,200 supported the cost of an Education

Officer to run an after-school science club at Bridgewater

School in Scotswood.

We are keen at the Community Foundation to provide the

means for anyone to be a philanthropist. Acorn Funds start

at as little as £65 per month and mature once they reach

£25,000 at which point donors can start supporting

charitable causes with the money their fund generates. Lucy

Winskell, Pro Vice-Chancellor at Northumbria University, set

up her Acorn Fund in January 2010. Having started a new

job with a new direction she felt it was time to start thinking

about her future philanthropy. She plans to support general

charitable causes in Tyne & Wear and Northumberland,

particularly education of young people, once it matures.

The Crozier Fund encourages young womento study sciences by providing bursaries.



9

Some of our donors have been working with us for many

years, during which time they have developed their interests

and extended their philanthropy to include the whole family.

Local entrepreneur and former North East Businessman of

the Year Guy Readman OBE has

grown his giving significantly in the

last year with a donation of

£500,000. Together with Government

Grassroots match funding of a further

£500,000, the £1m endowment will be known

as the Readman Family Grassroots Fund.

Combined with the existing Readman Foundation first set up

in 1996, Guy’s funds at the Community Foundation now

exceed £1.5m. The Readman family have got underway with

their giving through grants to five different

organisations totalling just over £13,000.

Backworth Percy Welfare Cricket Club received

the full £3,300 it needed to buy new cricket net

cages, despite only applying for a contribution

and outlining their plans for a fundraising

campaign. They can now use the extra money

they raise to buy new training equipment.

Our year - a great new family fund with Guy Readman

“The Grassroots EndowmentMatch was an opportunity toinvolve my daughters JaneGreenshields and Jill PotierGodhino in local philanthropyand together we are reallyenjoying making grants to thelocal community. The CommunityFoundation has been so helpfulin setting up and looking aftermy charitable giving and I wouldthoroughly recommend them toother families and businesses inthe region who may like to putsomething back in a professionaland convenient way.”


Guy Readman with his daughters Jane Greenshields and Jill Potier Godhino.


Individual andfamily funds

Frank Acfield Fund Building income

Adderstone Fund 6 grants - £11,600

Anonymous L Fund Building income

Anonymous R Fund 6 grants - £2,000

Anonymous S Fund Supports the Thriving Communities Fund

Baines Fund 2 grants - £16,775

Nancy Barbour Award 2 grants - £5,000

Barnes Fund 1 grant - £1,500

Barnes Grassroots Fund Building income

Jeremy Beecham Schools Fund 4 grants - £2,700

Barbara & Chris Beith Fund 1 grant - £75

Bellingham Fund 5 grants - £5,411

Ron & Louise Bowey Fund 10 grants - £41,059

Ron & Louise Bowey Grassroots Fund Grants to be made in 2010-2011

The Muriel Campbell Fund Supports the Evening Chronicle Sunshine Fund

Chrysalis Fund Building income

Joan & Alastair Conn Fund Building income

Sir Tom Cowie Fund 2 grants - £35,000

John D Grassroots Fund Grants to be made in 2010-2011

Duncan & Sarah Davidson Fund 2 grants - £1,500

Pamela Denham Fund Building income

Pamela Denham Grassroots Fund Building income

10


Endowment FundsFund Name Activities


11

Evangelical Fund 4 grants - £5,000

Express Enterprise Fund Building income

Vicki F Grassroots Fund New Fund

Fogo Fund 3 grants - £4,500

Fogo Grassroots Fund New fund

George & Peggy Fund 2 grants - £4,000

David Goldman Awards 4 grants - £21,373

Ian and Jane Gregg Fund Supports the Thriving Communities Fund

If Only...Fund Recently matured Acorn

If Only... Grassroots Fund Recently matured Acorn

Grounds Family Fund 1 grant - £500

Michael & Christine Heppell Fund 5 grants - £3,900

Heyman Scholarship Fund 2 grants - £2,780

I’Anson Family Fund 3 grants - £3,080

Jackie Haq Fund for Scotswood Building income

Kellett Fund 14 grants - £297,349

Kerry Grassroots Fund Building income

Linden Family Fund 5 grants - £19,171

Maudslay Family Fund 1 grant - £1,000

Maudslay Family Grassroots Fund New fund

Mitford Fund for Northumberland Supports the Thriving Communities Fund

Moor Fund Recently matured Acorn

Alan Morse Grassroots Fund New Fund

NEF Grassroots Fund New fund

Northern Angel Fund 6 grants - £12,600

Patch Fund 15 grants - £11,850

Percy Family Fund 1 grant - £2,000


Endowment Funds (Cont)Fund Name Activities


12Prime Fund 6 grants - £13,497

Prime Grassroots Fund Grants to be made in 2010-2011

Readman Family Grassroots Fund 1 grant £1,980

Carrie Reay Grassroots Fund Grants to be made in 2010-2011

Reeds Grassroots Fund Building income

Riding Grange Grassroots Fund Building income

Jane Robertson Alnwick Fund 2 grants - £600

Brian Roycroft Fund 14 grants - £6,334

Shears Grassroots Fund 2 grants - £1,205

Smail Family Fund 1 grant - £500

Johnnie & Tricia Smith Fund 1 grant - £1,400

South Tyne Valley Fund 4 grants - £14,000

Barry & Faga Speker Fund 2 grants - £900

St Cuthbert’s Fund Provides repairs to St Cuthbert’s Church

Star Fund 4 grants - £6,250

Sutherland Fund Supports the Thriving Communities Fund

Suz Grassroots Fund New fund

Taylor Fund 8 grants - £6,466

Tess Fund 2 grants - £8,020

Thornton Grassroots Fund Building income

Three Valleys Fund 1 grant - £1,000

Three Valleys Grassroots Fund 2 grants - £650

Treeline Grassroots Fund 3 grants - £600

Tyne & Wear Grassroots Fund Building income

Watkin Family Fund 3 grants - £18,700

Ted Weekes Fund 7 grants - £7,371

Willis Charitable Fund Building income

Winter Family Fund 3 grants - £3,550

Winter Family Grassroots Fund 4 grants - £6,525

C H Wood Fund Building income




AJM

Baring Family

Christopher Beadle

Biggs

Burnell Family

Abigail & Stephen Crampton

Andrew & Charlotte Dixon

Dream Jar

Elgon

David & Gitta Faulkner

Adrian & Ingrid Gifford

Margaret Gordon Memorial

HECTOR

Henderson Family

Hillside

Hoult Grassroots

Langley Family

McIntosh

Mate Family

Proudfoot Family

Geoffrey & Ann Purves

PZ

Matthew Ridley

Jenny Saunders

Shipley Family

Esmee Slattery

Speke Family

Spriggs Family

Srivastava Grassroots

Roy Stewart

Storey Family Grassroots

Strachan Family

Strachan Family Grassroots

Weightman

Welch Family

Wheelchair Steve

Wilson

Winfield

Lucy Winskell

Mike Worthington

Acorn Funds(Endowments which are growing over time; some contribute their revenue to other funds)

13


Peter & Angela Barratt Fund Grants to be made in 2010-2011

Crozier Fund 1 grant - £2,200

John D Fund 11 grants - £16,254

Death of a Nightingale Fund Supports the Share Family Fund

Hospital Visits Fund 1 grant - £1,384

Hugonin Family Fund 1 grant - £3,000

Josephs Family Fund 3 grants - £2,000

Pam Katirai Memorial Fund New fund

Out and About Fund 5 grants - £13,363

David & Susan Ratliff Fund 1 grant - £4,343

Readman Foundation 28 grants - £74,998

Ridley Family Fund 6 grants - £15,087

Share Family Fund 6 grants - £10,000

Trevelyan Fund 1 grant - £1,000

Watson Family Fund New fund

Revenue FundsFund Name Activities


14 CorporategivingBusinesses in North East England have a proud history of

supporting local communities whose residents are their

neighbours, customers and employees. The Community

Foundation provides these companies with effective mechanisms

for giving back to the area by helping local people and groups.

From architects to vets, and chemists to butchers, a wide range of

companies are involved and making a difference.

Businesses approach the Community Foundation because

they recognise our expertise in identifying community needs,

allowing them to make their charitable giving more effective,

tangible and relevant to the area in which the business

operates and employees live. Croft Veterinary Hospital

established its corporate fund during the year and to date

has supported four groups local to its surgeries with grants

totalling £5,000. They range from running costs for North

Shields Sea Cadets, to art and art history sessions for young

people from Charles Street Tenants Association.

Many of our corporate donors see a real benefit in

developing their charitable giving from low-level transactions

to engagement that is active, planned and tied closely to

their company values. A new fund established by Dicksons,

the Pork Butchers, was set-up to focus the company’s

charitable giving within the vicinity of the 20 Dicksons shops

throughout the region, as well as providing a way for the

family business to become a more active corporate

philanthropist in the region. The new charitable Fund also

contributed to Dicksons winning the 2010 Coutts prize for

UK Best Family Business.

The Dicksons Fund committee visit Community Regeneration TrustNorth East following a grant of £1,000 for emergency food parcels.



15

The Community Foundation ensures that funding reaches

charitable groups whose work makes a difference locally; in

turn, businesses find that employees get a real buzz from

being involved in decisions about the support that the

company provides. During the year, we have provided

opportunities for staff from our corporate donors to visit

projects, bringing to life their giving and helping to build

strong connections with local groups and causes. This year

the international software services company Sage

celebrated 10 years of corporate philanthropy through its

Sage Community Fund, having given just over £650,000 to

over 200 community and voluntary groups since it was

established. Throughout this time, the panel that oversees

the fund has been hugely motivated to make a difference to

communities. To celebrate their ten-year anniversary, all

panel members visited projects they had recently funded

and were delighted to be able to see first hand the impact of

their company’s giving.

The Community Foundation has also received generous

support from a range of businesses during the year,

including Rathbones, UBS, the Co-operative Bank and Port

of Tyne. Without this, we would not be able to provide the

quality of public events and publications which are so critical

in enabling us to raise the profile of our work and to engage

donors.

Our year - a great year with UBS

“This year UBS jumped at the chance to support theCommunity Foundation’s New Year reception at TheHub. We can clearly see the value that quality eventsbring, from engaging new donors to providing anopportunity to thank current donors, and offering achance to educate people about the difference thework of the Community Foundation and the groups itsupports makes in Tyne & Wear and Northumberland.”Nick Swales - UBS

The Sage Community Fund supported Northumbria Daybreak with a grant of £3,000 for new equipment.

Nick Swales from UBS speaks at the CommunityFoundation's New Year Reception



16 Corporatefunds

Akzo Nobel International Paint Fund 25 grants - £16,205

Amec Offshore Fund 5 grants - £8,000

Bellway Fund 4 grants - £1,500

Benfield Motors Fund Building income

Bonas Machine Company Fund 2 grants - £800

British Beer & Pub Association Fund Building income

Canford Audio Fund Building income

CE Electric Fund 4 grants - £6,500

CNL Young People’s Fund 7 grants - £34,766

Fergusons of Blyth Fund Building income

Green Scheme Fund 3 grants - £3,599

Homeless Young People Fund 1 grant - £6,279

John Laing Fund Building income

JP Morgan Fund Dormant fund

Muckle LLP Fund 21 grants - £21,300

Muckle LLP Grassroots Fund New fund

Newcastle Brown Ale Fund 2 grants - £7,820

Newcastle Building Society Community Fund 14 grants - £17, 637

Northumberland Group Fund 9 grants - £114,373

Northumbrian Water Fund 10 grants - £3,151

P&G Fund 22 grants - £22,832

P&G Grassroots Fund 5 grants - £3,257

PricewaterhouseCoopers Fund Dormant fund

Ringtons Fund 5 grants - £15,027

Rolls-Royce Fund Building income

SMD Fund Building income




17

Tolent Fund Supports the Thriving Communities Fund

Tyne Tees Television Fund Supports the Thriving Communities Fund

Vaux Fund 5 grants - £7,596

Ward Hadaway Fund 3 grants - £750

Bank of England Fund 1 grant - £1,800

BNS Telecom Fund 18 grants - £8,238

Croft Veterinary Hospital 1 grant - £1,500

Dicksons Fund 6 grants - £4,374

Eaga Community Fund 12 grants - £73,228

Gateshead Housing Company Community Fund 17 grants - £47,951

Keepmoat Fund 6 grants - £7,084

Helen McArdle Fund 9 grants - £79,166

Nigel Wright Consultancy Fund 14 grants - £7,145

Owen Pugh Fund 5 grants - £10,000

Port of Tyne Fund 15 grants - £27,069

Rio Tinto Alcan Fund 13 grants - £11,787

Ryder Architecture Fund 9 grants - £5,500

Sage Community Fund 17 grants - £65,020

SCM Pharma Fund 8 grants - £10,000

Specials Laboratory Fund 13 grants - £11,540

UK Land Estates Fund 4 grants - £4,552





18 Theme andaffinity fundsSome people choose to donate through the Thriving Communities

Fund at the Community Foundation, enabling the Board to use its

discretion to target particular community needs. Others come together

with like-minded people to pool donations and champion a particular

charitable theme or cause. These theme and affinity funds are an

important tool in philanthropy as they ensure each person’s

contribution works harder. We plan to establish more in years to come.

The Board uses the Thriving Communities Fund to address

gaps in provision, and at the same time encourages our

existing donors to co-invest, through our ‘Trademark’ grants,

in particularly important projects. In 2009-10, Newcastle

Women’s Aid, a refuge for women and children who have

experienced domestic violence, received a Trademark grant

to create a safe new play area for children. The refuge

houses up to 100 children per year, all of them having been

victims of or witnesses to domestic violence. The new

equipment gives them an opportunity to play and have fun in

a safe environment without any fear. Our initial Thriving

Communities Fund commitment of £3,571 attracted

contributions from eight other donor funds, meaning the

refuge received a grant of over £30,000. The contributing

funds were: Chapman Fund, Eaga Community Fund,

Readman Foundation, John D Fund, Nigel Wright

Consultancy Fund, David & Susan Ratliff Fund, Ringtons

Fund and Sage Community Fund.

Our year - giving through the Women’s Fund

“I support the Women’s Fund because I feelthat women are still underrepresentedthroughout society and often excluded. TheWomen’s Fund is really going a long way tostart addressing these problems in Tyne & Wearand Northumberland. I’m really keen on gettingyoung women involved with the Women’s Fundwhich is why Bridge Club Ltd has been hostingthe successful Fresh Fridays at SIX Baltic.We’re raising money for the community projectsand hope that all of these youngbusinesswomen will come along to the annualInternational Women’s Day networking lunch.”Caroline Theobald



19

We made two contrasting Trademark grants, to Fenham

Swimming Project in Newcastle and Families in Care in

North Tyneside. A grant for increased management support

to the Fenham project helped it to develop a marketing

strategy that will secure the pool’s future as a community-

run health resource. A short-term grant to Families in Care

maintained counselling and support, until new funding

started, to families facing the trauma of having children

placed in the care system.

The Women’s Fund, established in 1999 by Dame Margaret

Barbour, with an initial donation of £250,000, supports

women to achieve their potential. During 2009-10 the Fund

raised over £3,000 through the International Women’s Day

Networking Lunch at the Hilton, Gateshead and a new

monthly event called Fresh Fridays at Six, alongside regular

donations to the Fund from women from all walks of life.

Grants during the year included £2,100 to Throckley

Community Hall towards the costs of tai chi and armchair

aerobics classes.

Over 200 women enjoy lunch at the third International Women's Day Networking Lunch at the Hilton Newcastle/Gateshead.

Guests and volunteers at the 2009 Tiny Lives Black & White Party.



20


High Sheriff Gavin Black with Olympic Swimmer Chris Cook and young people fromtop award winner Mobile Youth Bus.

Stars of the North East perform an Auf Wiedersehen Pet sketch at Sunday for Sammy.

Some of our theme and affinity funds, like

Tiny Lives, raise money through events and

activities. During the year, Tiny Lives held its

annual Black & White Party and raised over

£23,000 on the night. All donations to Tiny

Lives go to support ill and premature

babies on the special care baby unit at the

Royal Victoria Infirmary. The Community

Foundation also manages fundraising funds

for the High Sheriffs of Tyne & Wear and

Northumberland. In 2009-10, South

Tyneside Youth Bus was awarded the top

Tyne & Wear High Sheriff award of £2000

recognising the excellent outreach the

group does with young people. The bus,

actually a mobile home, operates

throughout the week and parks up

alongside both organised activities and in

open spaces in disadvantaged parts of

South Tyneside. It regularly engages with

around 80 young people every night.

Some of our theme funds are set up by

family, friends and well-wishers in memory

of a particular person. The actors Tim Healy

and Jimmy Nail set up The Sammy

Johnson Fund in memory of their friend and

colleague Sammy (Ronnie) Johnson with

whom they appeared in Auf Wiedersehen

Pet. In February 2010, the sixth of the

biennial Sunday for Sammy concerts took

place, featuring a host of local, national and

international music, comedy and acting

stars, raising £40,000 to support local

talent in the region.


Theme andaffinity funds

Allendale Willow Fund 7 grants - £2,100

Asylum Seekers’ Hardship Fund 1 grant - £300

Abdul Latif, Lord of Harpole, Memorial Fund Grants to be made in 2010-11

General donor funds 4 grants - £34,950

Staff Giving Fund 2 grants - £1,200

Tyhume Valley Fund Building income

Wear1 Fund 1 grant - £3,369

Arts Feasibility Fund New fund

Asian Fund 7 grants - £3,700

Joy Higginson Fund 2 grants - £400

George Loggie Fund 1 grant - £1,000

Northumberland High Sheriff Awards 36 grants - £18,050

Northumberland Fund 1 grant - £6,124

People of Ward Hadaway Fund Supports the Women’s Fund

Sammy Johnson Memorial Fund 20 grants - £20,799

Thriving Communities Fund 5 grants - £12,071

Tyne & Wear High Sheriff Awards 56 grants - £31,750

Tessa Hide Fund Supports Brian Roycroft Fund

Tiny Lives 90 grants - £84,753

Women’s Fund 10 grants - £16,608

Young Musicians Fund 14 grants - £4,290



21



22 Charity andtrust fundsFrom its inception, the Community Foundation has provided an

effective mechanism for other charities and trusts to meet their

aims through establishing funds with us. In some cases, such

funds enable a charity to reach areas it might not alone; in others,

the original charity winds up, but we continue its objectives

through a fund in its name.

The Henry Smith Charity has a long-standing partnership with

the Community Foundation whereby we manage its grant-

making across North East England. Over the past two years,

the Charity’s fund has supported Them Wifies, a community

arts organisation that has supported disadvantaged girls and

young women for the last 30 years. More specifically, it has

funded the running costs for the Josephine project, which

uses a life-size, anatomically correct cloth woman to help

deliver workshops on health and sexual health issues for

women with learning disabilities. The project has been such a

success that the Women’s Fund also awarded a grant to

create a second Josephine, meaning that the project can

better meet growing demand.

The Joseph Rowntree Charitable Trust (JRCT) was a founding

contributor to the Community Foundation’s endowment. In

2009-10, we put out a special call for applications to be

funded with grants from the JRCT Fund in the spirit of the

Trust’s own objective of tackling the root causes of social

problems. Grants were made to the Churches’ Regional

Commission in the North East to examine community

resilience in two wards on Tyneside experiencing social

deprivation, to the North Eastern Prison After Care Society

(NEPACS) to develop the voice of prisoners’ families and

friends within the North East criminal justice system and to the

Regional Refugee Forum North East for an initiative to

promote the economic inclusion of refugees.

The Community Foundation also provides a means to

revitalise charities and trusts, ensuring their charitable aims

continue to be met by administering them as funds and

matching them with suitable projects and activities. The

Berwick High School Endowment Fund was one such fund

established at the Community Foundation this year. It followed

the transfer of a number of trusts that were set up by former

Berwick High School pupils who wanted others to be afforded

the same opportunities in life that had been given to them.


Them Wifies have been awarded a grant of £42,700 over threeyears from The Henry Smith Charity for the Josephine Dream Teamto deliver health education for women with learning disabilities.


Our year - transferring the BerwickHigh School Charitable Fund

“I am delighted that the CommunityFoundation now manages the Berwick HighSchool Charitable Fund. The Governors feelthat the long-term management of theircharitable funds is now in experienced hands.Past and present pupils under the age of 35who need assistance in furthering theireducation and career development will stillapply to the school for assistance and fulldetails will be on the school website.”Wyndham Rogers-Coltman - Chair of BerwickHigh School Charitable Fund

Wyndham Rogers-Coltman



Abbot Memorial Fund 80 grants - £5,216

Alison Greenlees Continuation Fund 8 grants - £4,650

Berwick High School Endowment Fund New fund

Bird Family Fund 2 grants - £1,250

Carr-Ellison Charitable Trust 62 grants - £22,800

Chapman Fund 7 grants - £28,692

Fred Clay Trust 19 grants - £6,160

Roland Cookson Fund 8 grants - £34,910

George Cringle Scholarship Fund New fund

David Dockray’s West End Young People’s Fund 15 grants £32,314

Durham Fund 2 grants - £1,816

Evening Chronicle Sunshine Fund 100 grants - £137,068

Farne Fund 4 grants - £18,000

Frederick Milburn Fund 1 grant - £748

Lady Grey Memorial Fund Building income

Greggs Fund Supports the Thriving Communities Fund

Hadrian Trust Supports the Foundation’s running costs

John Bell Fund 13 grants - £26,500

Joseph Brough Charitable Trust 6 grants - £23,000

Joseph Rowntree Charitable Trust Fund 3 grants - £49,546

Sir James Knott Trust Supports the Thriving Communities Fund

Lady Noble Fund 1 grant - £526

Latterford Fund 1 grant - £500

Leech Challenge Fund 1 grant - £12,000

William Leech Charity Fund 4 grants - £21,000

RW Mann Fund Supports the North Tyneside Fund

G S May Family Fund 1 grant - £1,000

Sunderland Industrial & Reformatory School Fund 1 grant - £500

Treeline Fund 12 grants - £1,300

The Henry Smith Charity 35 grants - £803,800

Lyndhurst Fund 2 grants - £13,119

North Tyneside Fund 2 grants - £1,005

The 43 Fund 27 grants - £51,950

Trusthouse Charitable Foundation 3 grants - £84,200


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

grant-making support and administration.

23


24 Projects,programmes &partnershipsThe Community Foundation adds value to our area by developing

and running a wide variety of philanthropic projects, programmes

and partnerships that help us to achieve our vision of effective

giving, thriving communities and enriched lives.

The Sponsors Club for Arts & Business is one of our

longest-standing projects. The Club, whose members come

from companies and development agencies, helps

businesses to benefit from commercial and creative

relationships with the arts, and the cultural sector to benefit

from business support. The Club operates Arts & Business

programmes in North East England alongside activities, such

as the first-time sponsorship incentive scheme, which are

unique to this region. In 2009-10 the first projects supported

by Sponsors Club business members through a Dragon’s

Den-style evening took place. Globe Gallery turned a central

Newcastle empty shop into a gallery featuring cartoons

about the credit crunch. The works were created by

members of the public through workshops with Viz creator

Simon Donald, giving voice to those whose views had

previously been unheard. As well as the exhibition, the

Sponsors Club brokered pro bono legal support from Ward

Hadaway on the shop lease, a service extended to empty

shops projects elsewhere in the North East through other

law firms.

Globe Gallery and Viz creator Simon Donald launch Crunch! in the windows of an empty shop in central Newcastle



25

LEAF, the Local Environmental Action Fund, is a

collaboration between the Community Foundation, Shears

Foundation, Greggs Foundation and an anonymous donor.

The Fund supports projects that have a positive impact on

the environment, and which educate and raise awareness

about what individuals can do to take local action on

environmental issues. 2009-10 was LEAF’s fourth year,

during which the partners supported a range of innovative

projects. Groundwork North East received £5,300 for its

‘Creating a Buzz’ project which aims to improve children and

young people’s understanding of the drastic decline in honey

bee and bumble bee populations, and show what they can

do easily and cheaply to help support bees in their own

gardens.

The Community Ventures programme at the Community

Foundation brings local business people and entrepreneurs

together to offer support and advice to third sector

organisations to help them achieve a step change in the way

they operate, or overcome a particular problem. One of the

partnerships during the year was with North Tyneside Art

Studio, which received free help with business and strategic

planning and personal development coaching for its Chief

Executive.

2009-10 was the second year of the Government’s

Grassroots Grants programme, which the Community

Foundation manages in Tyne & Wear and Northumberland.

Backworth Male Voice Choir was one example of a small,

local group that received funding. Its grant paid for a digital

piano to accompany the choir at the many venues they play

in the North East and further afield. The Community

Foundation also managed the Government’s Targeted

Support Fund which awarded grants totalling almost

£900,000 to community and voluntary groups in Gateshead,

North Tyneside, Sunderland and South Tyneside to help

combat the effects of the recession.

As well as these Government programmes, the Community

Foundation managed the Fairshare Trust schemes in Blyth

and Wansbeck, and grant-making rounds for Comic Relief.

Liberdade, a Gateshead organisation that encourages and

inspires learning disabled people to lead fit and healthy lives

received £28,500 from Comic Relief for a series of health and

fitness projects including the development of a new DVD.

Our year - great Grassroots Grants

“There are 60 of us in the choir and we’venever had any funding before but we weredesperate for a new piano so we thoughtwe’d give Grassroots a shot! The applicationprocess was really simple and now we havea lovely new digital piano so that ourperformances are of the same standardwherever we are in the country or abroad!” Andrew Rutherford - Backworth Male Voice Choir

Groundwork Northumberland launch their ‘creating a buzz’project with help from LEAF.

Members of Backworth Male voice choir who wereawarded a grant through Grassroots for a new piano.



Project,programme andpartnership funds

26


Fund Name Activities

Comic Relief 8 grants - £69,620

Community Ventures 2 grants - £2,738

Fairshare Wansbeck 3 grants - £135,036

Fairshare Blyth Valley 3 grants - £137, 241

Grassroots Grants Gateshead 67 grants - £119,823

Grassroots Grants Newcastle 73 grants - £154,917

Grassroots Grants North Tyneside 65 grants - £94,976

Grassroots Grants Northumberland 84 grants - £153,085

Grassroots Grants South Tyneside 56 grants - £83,720

Grassroots Grants Sunderland 84 grants - £153,260

Local Environmental Action Fund 27 grants - £248,871

Sponsors Club for Arts & Business 20 grants - £24,570

Targeted Support Fund Gateshead 11 grants - £217,729

Targeted Support Fund North Tyneside 8 grants - £174,500

Targeted Support Fund South Tyneside 6 grants - £156,000

Targeted Support Fund Sunderland 11 grants - £323,183


The SageGatesheadThe Community Foundation makes a substantial investment in the

cultural sector, notably through holding The Sage Gateshead Fund,

the largest arts endowment in the UK outside London, designed to

support its performance, learning and participation work.

In December 2009, The Sage Gateshead celebrated its fifth

birthday. During those years, it has become equally well

recognised for its work harnessing music to effect social

change as for performances by internationally renowned

musicians. Work takes place in the iconic building, and in

community locations across the North East.

Early Years and Family Learning is a particular focus,

enabling workers, parents and carers to develop music

skills. For older children, a mixture of activities enriches and

extends music education and music as a tool for wider

learning. Work with young people and cross-generational

projects include CoMusica (the North East Youth Music

Action Zone); E2E (Entry to Employment) programmes; the

Young Musicians Programme; work with asylum-seeking

and refugee young people and families; and Folkworks’

summer schools. Meanwhile, opportunities for adults include

the Silver Programme for over 50s. There is a range of

professional programmes, including Creative

Apprenticeships and accredited degree courses. The Sage

Gateshead also runs the practitioner development module of

the national singing programme, Sing Up.

In five short years, The Sage Gateshead has ploughed £146

million back into the local economy, representing a fantastic

return for the donors whose generosity allowed the

Community Foundation to build the endowment fund.

There are opportunities to name spaces in The Sage

Gateshead in perpetuity and add to the endowment fund.

Please contact Lucy Bird at The Sage Gateshead on

0191 443 4560.

The Sage Gateshead Endowment donors 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.

The Big Sing - The Sage Gateshead - Mark Savage Photography

27


Our year - The Sage,Gateshead

4 grants £506,633


28


Our impactIn 2009-10, we made 1,743 grants totaling £5,856,561. On the

previous year, this is a 9% increase in the number of grants,

largely due to the Grassroots programme hitting its stride, and an

11% increase in the amount awarded. Achieving this after a

period of such financial turbulence represents a superb combined

effort from all our donors and partners.

We have helped communities across and beyond our

immediate area of benefit. The chart opposite shows grants

where beneficiaries are within one of the Tyne & Wear and

Northumberland authorities. Where help is given across

more than one authority area, grants are included in the

regional and UK category, along with those made in County

Durham, Tees Valley and the rest of the UK.

Included in the statistics are our ‘Trademark’ grants, where

we combine support from our Thriving Communities Fund

with contributions from our donors’ funds to provide larger

grants for compelling causes. The work and the

organisations involved epitomise what the voluntary sector

can achieve with extra help given at the right time. However,

the other trademark of community groups is their ability to

do a lot with modest amounts of money, so we are proud

that small grants remain the backbone of our grant-making.

As well as providing grants for community groups we have a

small number of funds that help local families or individuals

in need of help. One example is The Brian Roycroft Fund,

which provides help for young people who have been in care

and need support as they reach adulthood. Amongst the

grants made this year through the fund, we supported

driving lessons to help young people get to work or college

and laptops to help with studies.

We are working hard to evaluate our effectiveness,

understanding that the results come from those in whom we

invest. We do not want to overburden grantees, so we have

chosen to analyse particular activities and certain grants in

more depth, whilst asking everyone to provide feedback on

their achievements. This year we evaluated some grants

made through the Kellett Fund, through which we make

large, multi-year grants for work with older people. Our

evaluations showed the value of this approach, both for the

Community Foundation and the recipients. The three

projects we looked at, the Silver Programme at The Sage

Gateshead, North Shields Live at Home Scheme and Mind

Active, were all able to use their grant to demonstrate the

effectiveness of their work to others, and to secure further

support. For the Community Foundation, providing longer

term funding meant that deeper relationships have been built

with the projects and, with them, a greater understanding of

the innovation and creativity with which groups can meet the

challenges of an ageing population.

Nine different funds contributed to a grant of over £30,000 toNewcastle Women’s Aid to install new play equipment at the refuge.


29


Sunderland 10%

Gateshead 15%

Newcastle 25%

North Tyneside 9%

Northumberland 25%

Region and UK 9%

South Tyneside 7%

Area of benefit of 2009-2010 grants by total awarded

Disability 8%

Older people 10%

Whole community 49%

Black and minorityethnic 4%

Children and youngpeople 29%

Beneficiaries of 2009-2010 grants by total awarded


30 Treasurer’s reportWhen I succeeded John Josephs as the Community Foundation’s

Treasurer in 2009, he expressed his hope that I would have good

news to report at the end of my first year in office. I am delighted

to say that I have.


In 2009-10, the value of our endowment fund recovered to

£44.6m from £32.5m, in line with general improvements in

market performance. We also added new donations to the

endowment of £1.9m, an increase on the previous year.

These developments are crucial to our work, because the

endowment provides income for our grant-making and

operations now and for years to come.

Our overall income for the year increased to £8m from £7m,

mainly because we ran an additional Government funding

scheme, the Targeted Support Fund. Our expenditure rose

only slightly from £6.8m to £7.3m despite this additional

programme, because staff worked hard to control operating

costs.

The Investment Committee continued to meet quarterly with

our investment managers, and during the year reviewed the

benchmarks set for performance. My thanks to my

colleagues on the Committee whose commitment helps to

ensure we maximise value from the endowment. From

autumn 2010, we will meet as a reformed Finance &

Investment Committee, with extended oversight of the

Community Foundation’s management accounts.

At the end of the year, the Community Foundation held

unrestricted reserves of £0.6m, slightly exceeding our stated

policy of holding six months’ running costs. The Board has

continued its policy of drawing on surplus reserves to

support operations pending a review of finances in Autumn

2010. Low interest rates in particular continue to suppress

available income for staffing and management, and we

remain cautious about future investment performance. So,

like colleagues across the charity sector, in the coming

period we will have to work very hard to ensure the cost

effectiveness of all our activities and services.

Colin Seccombe, Treasurer


31Summary ofour accountsCommunity Foundation serving Tyne & Wear and Northumberland

Balance Sheets as at 31 March 2010.


Group 2010 Group 2009 Charity 2010 Charity 2009£ £ £ £

Fixed assets

Endowment fund investments 44,459,762 32,395,403 42,832,066 31,182,791

Investments - - 100 100

Tangible assets 15,419 20,659 15,419 20,659

44,475,181 32,416,062 42,847,585 31,203,550

Current assets

Debtors 64,621 44,841 108,636 68,036

Cash on short term deposit 2,829,939 3,934,730 2,829,939 3,934,730

Cash at bank and building society 1,725,066 1,033,541 1,612,237 964,842

Total current assets 4,619,626 5,013,112 4,550,812 4,967,608

Creditors: amounts falling due within one year (1,342,586) (1,416,042) (1,335,545) (1,409,406)

Net current assets 3,277,040 3,597,070 3,215,267 3,558,202

Total assets less current liabilities 47,752,221 36,013,132 46,062,852 34,761,752

Capital funds

Endowment fund 44,641,276 32,538,885 42,975,554 31,306,280

Income funds

Restricted 1,815,095 2,048,989 1,791,448 2,030,214

Unrestricted 1,295,850 1,425,258 1,295,850 1,425,258

Total funds 47,752,221 36,013,132 46,062,852 34,761,752


32


Community Foundation serving Tyne & Wear and Northumberland

Consolidated statement of financial activities for the year ended

31 March 2010

Unrestricted funds Restricted funds Endowment funds Total 2010 Total 2009£ £ £ £ £

Incoming resources

Incoming resources from generated funds:

Voluntary income:

Donations 462,751 1,897,651 1,265,574 3,625,976 3,727,309

Grants from public bodies 210,454 1,933,579 667,949 2,811,982 1,266,979

Activities for generating funds:

Fundraising events - 321,639 - 321,639 317,727

Investment income 453,177 757,813 - 1,210,990 1,649,581

Other incoming resources 20,110 - - 20,110 21,279

Total incoming resources 1,146,492 4,910,682 1,933,523 7,990,697 6,982,875

Resources expended

Costs of generating funds:

Costs of generating donations 226,455 126,439 - 352,894 418,892

Costs of fundraising events 29,268 241,749 - 271,017 266,626

Investment managers’ fees - - 133,328 133,328 154,776

Charitable activities 1,270,532 5,181,214 - 6,451,746 5,874,355

Governance costs 82,909 7,169 - 90,078 88,137

Other resources expended 20,110 - - 20,110 21,279

Total resources expended 1,629,274 5,556,571 133,328 7,319,173 6,824,065

Net incoming resources before transfers (482,782) (645,889) 1,800,195 671,524 158,810

Gross transfers between funds 353,374 411,995 (765,369) - -

Net incoming resources before taxation (129,408) (233,894) 1,034,826 671,524 158,810


33


Community Foundation serving Tyne & Wear and Northumberland

Consolidated statement of financial activities for the year ended

31 March 2010 (continued)

The full accounts were approved by the Board on 28 September 2010 and are available on our website or from our office.

Unrestricted funds Restricted funds Endowment funds Total 2010 Total 2009£ £ £ £ £

Net incoming resources before taxation (129,408) (233,894) 1,034,826 671,524 158,810

Taxation - - - - -

Net incoming resources before other recognised gains/losses (129,408) (233,894) 1,034,826 671,524 158,810

Gains & losses on investment assets - - 11,067,565 11,067,565 (9,779,634)

Net movement in funds (129,408) (233,894) 12,102,391 11,739,089 (9,620,824)

Fund balances brought forward at 1 April 2009 1,425,258 2,048,989 32,538,885 36,013,132 45,633,956

Fund balances carried forward at 31 March 2010 1,295,850 1,815,095 44,641,276 47,752,221 36,013,132


34


Why give locally?

• There are important needs and good causes here on your doorstep to inspire your charitable passions and interests no

matter what they are.

• Local community and voluntary groups get to people and problems others cannot reach; they make our communities

stronger and enrich lives.

• Your gift makes a really big difference when given locally because it is targeted precisely at the people you want to help.

• You can be personally involved and see the difference your gift makes.

How we help you give effectively

• We help you to find the right options to suit your charitable interests and resources.

• Your gift will be effective and benefit the causes you want to help because of our expertise on community needs and

experience in funding local groups.

• You can get involved with groups you support, meet like-minded people among our donors, and have publicity about

your giving if you wish.

• You get peace of mind from our tried-and tested systems for awarding funds and reporting on results.

• You avoid the legal and administrative expense of administering a separate charitable trust or making your own donations

to groups.

You can be nextEveryone can be a philanthropist through the Community

Foundation. No matter the size or type of gift you want to make,

we have something to offer, and we will make sure your giving is

rewarding, enjoyable and hassle free.

LEAF awarded a grant to CEED to promotetraditional woodcraft skills.

Throckley Community Hall can continue torun Tai Chi & armchair aerobic classes witha grant from the Women’s Fund.

Hindu Nari Sangh were awarded a grant of£3,000 from Comic Relief to support thecost of dancing teachers.


35


Your giving options

• You can set up a named fund to give now, or build one over time. Your gift can either be held as an asset within our

endowment to provide lasting income, or set up as a revenue fund with the amount you give spent each year. Acorn

Funds are a special type of Endowment Fund where you can build up your gift over a number of years.

• You can make one-off or regular donations to support Thriving Communities or one of our other theme or affinity funds.

We welcome donations that are made in memory of loved ones, which can be made to any of the theme or affinity funds

at the Community Foundation. You can give online through our justgiving page,

www.justgiving.com/communityfoundation-ne, or you can set up a standing order or direct debit and specify which

theme or affinity fund you would like to benefit.

• You can leave a gift in your will to set up your own named fund or to support Thriving Communities, or one of our other

theme or affinity funds.

• You can become a member of the Community Foundation. There are four categories of members: voluntary

organisations, individuals, public bodies and private businesses. Members have voting rights at our Annual General

Meeting and receive regular information about our work. Members may also stand and vote in elections to the Board.

• Bespoke options: you may wish to consider a combination of endowment and flow-through funds, for example if you

want to do some immediate giving while you build a pot for the longer-term. Or you may want to use our expertise to

support other philanthropy you are involved with. We are happy to discuss putting together a package that works for

you.

What and how to give

You can give cash, remember us in your Will, transfer shares or even donate property. Personal gifts are normally eligible for

generous tax relief.

To discuss your giving options, contact Peter Storey by email [email protected]

or call 0191 222 0945.

The Wor Hoose Community projectwas awarded grants from the FogoFund and Comic Relief.

Blue Watch Youth Project has been supported by LEAF,VAUX Fund, Chapman Fund and John D Fund.

The Peter & Angela Barratt Fundsupported Hexham Youth Initiative.


36


PeoplePresident

His Grace the Duke of Northumberland

Patrons

Dame Margaret Barbour DBE DL

Sir Ralph Carr-Ellison KCVO TD

Sir Tom Cowie OBE

Joan Halbert

Guy Readman OBE DL

Lyn & Trevor Shears OBE

Vice-Presidents

Kate Adie OBE

Lord Beecham DCL DL

Rt Hon Sir Alan Beith MP

Nigel Sherlock OBE Hon DCL

John Squires OBE DCL DL

Rt Rev Martin Wharton, Bishop of Newcastle

Hugh Welch

Mike Worthington OBE

Board Members from November 2010

Ashley Winter OBE (Chair)

Professor Chris Drinkwater CBE (Deputy Chair)

Richard Maudslay CBE (Deputy Chair)

Colin Seccombe (Treasurer)

John Clough MBE

Alastair Conn

Jo Curry

Professor Charles Harvey

Dean T Huggins

Roger Kelly

Jamie Martin OBE

Gev Pringle

Kate Roe

John Sands

Betty Weallans

Sue Winfield OBE

Board members who left during the year, or who retire at the

2010 AGM are: Lisa Charlton MBE, Jill Dixon, Mark I’Anson,

John Josephs, Andrew Kerr, Liz Prudhoe, Trevor Shears OBE,

Shobha Srivastava, Hugh Welch and Jan Worters MBE.


Generously Supported by:

Blagdon Estate

Gilbert Johnston Photography

37

Staff team

Rob Williamson - Chief Executive

Sonia Waugh - Finance Director

Derry Nugent - Philanthropy Director

Peter Storey - Development Director

Adam Lopardo - Director, Sponsors Club for Arts & Business

Assistant Directors

Lisa Cappleman (Donor Care); Pauline Johnson, Karen

Daglish (Fund Management)

Mark Pierce (Policy); Katie Wellstead (Environment)

Fund Managers

Suzanne Davies, Karen Griffiths, Su Legg, Jim Mackison

Communications Manager

Alexandra Horrocks

Projects and programmes

Ellie Turner - Sponsors Club Manager

Kathryn Warwick - Sponsors Club Administrator

Sue Martin, Jane Roberts-Morpeth - Grassroots Grants

Officers

Andrea Atkinson - Tiny Lives Fundraising Manager

Louise Carroll - Tiny Lives Administrator

Finance and administration

Dawn Porter, Louise Adamson, Lindsay Harding, Adam

Smith, Sarah Phillipson, Vivienne Rodgers


Promoting Newcastle as a “Fairtrade City” Cool Blue Brand Communications Printed on recycled paper

Our BoardBack row from Left: Gev Pringle, Jill Dixon, Ashley Winter, Betty Weallans, Colin Seccombe, Sue Winfield, Roger Kelly.

Front row from left: John Sands, Dean T Huggins, Alastair Conn,Jamie Martin, Richard Maudslay, Hugh Welch.

�


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; UBS

Wealth Management (UK) ltd; Brewin Dolphin.

Financial information and grant statistics in the

Yearbook relate to the financial year to 31 March 2010.

All other information has been updated to the time of

going to press in October 2010.

Registered Charity Number: 700510. Limited Company Number 2273708

Design & Artwork by Cool Blue Brand Communications Tel: 01642 351011

Cover Image: Amberley Community Primary School in NorthTyneside received a grant from the Local Environmental Action Fund(LEAF) for £7,000 towards their sustainable energy project.


community foundation - our year 2010

Documents

local communities

thriving communities

totheir communities

communities thatbring

areas diverse communities

supported causes

new donorsand

disadvantaged people