Comd2229 - Yearbook Brochure 2012 Lo Res

Dur year
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enriching
lives through
eective giving
COMD2229_YEARBOOK BROCHURE 2012 Q9_Layout 1 28/09/2012 09:12 Page 1
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 nd out more, contact us on 0191 222 0945 or visit www.communityfoundation.org.uk
A little known fact about
Rathbones is the heritage upon
which it is built. Thriving from
philanthropic roots and inuenced
by activists who fought for social
justice it is the values of heritage,
stability, stewardship and trust
that inspires Rathbones today.
We are proud to be part of the
charitable sector in the UK and seek
to actively support it through both
corporate and social responsibility,
as well as the activities of
individuals within our rm.
Generations throughout history have benetted
from philanthropy, particularly in terms of
education, yet currently there is limited focus on
personal nance and managing wealth in
mainstream education. This suggests that future
generations are left exposed not only to the risks
associated with anything from student debt, to
unwise investments, but also lack provision to
full their objectives in life which may include
philanthropic giving. We at Rathbones believe, as
investment managers, we have the responsibility
to try and ll this gap and as part of a long term
initiative using our resource and expertise. We are
running a number of courses, both in our oces
and in schools, which aim to stimulate and raise
awareness in matters relating to personal nance
and wealth.
Our philanthropic roots have led
us to partner with Dame Stephanie
Shirley in the launch of her website
Ambassadors for Philanthropy which
has built a global network of philanthropic donors.
We also provide support for charities in the form
of trustee training, which we run annually in
locations across the UK. Companywide, our
investment professionals undertake a
commendable level of charity work, whether
fundraising, volunteering or contributing as a
trustee of a charity. Recently, the MadHat
Challenge a race between two investment
managers, one of whom cycled round the West
coast of Scotland, while the other ran in a straight
line up the centre of Scotland along the line of
four degrees longitude. This initiative raised over
35,000 for the Kings
Royal Hussars, Borders
Childrens Charity and
Prostate Cancer Scotland.
Over and above all of this, our bespoke service to
charities is built on the principle of forging long
term relationships from the national to the local.
We believe it is vital to work in partnership with
trustees to ensure that we understand and act
on each individual charitys needs now and in
the future.
R athbone Investment Management limited is
authorised and regulated by the Financial
Services Authority.

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ponsors
Community Foundation - our year 2012
The Community Foundation serving
Tyne & Wear and Northumberland is a
charity that strengthens communities and
enriches local life through eective 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.
The themes that underpin our work to
inspire and support giving are:
supporting people to overcome disadvantage,
creating stronger communities, and
making the area a good place to live.
Contents Page
Individual and family philanthropy 6
Corporate giving 12
Theme and anity funds 16
Projects, programmes and partnerships 20
Charity and trust funds 22
Agency funds 24
Our impact 26
Treasurers report 30
Your giving options 34
Our people 36
Our year
key achievements
We awarded 4.6min
1,600 grants in the
year to 31 March 2012.
We added 1.4mto
our endowment and
received annual gifts
worth 2.7m. In total
19 new funds were
set up.
We launched our
Philanthropy
Fellowshipoering
donors the
opportunity to share
ideas and experience
across North East
England and Cumbria.
Community First, a
new Government
match funding scheme
for endowment
donations was opened.
We awarded grants
from our Survive to
Thrive Fundhelping
voluntary
organisations adapt to
the new funding
environment.
We secured support
from Arts Council
Englandfor a new
Fund for the Arts,
bringing arts activities
into communities and
connecting
communities to the
arts.
We welcomed HRH
Princess Eugenieof
York, with her father
HRH the Duke of York,
to an event
showcasing great
community groups in
Newcastle we support.
We reopened our
Kellett Fund,
providing grants to
projects supporting
the welfare of active
older people.
HRH Princess Eugenie visited community and voluntary groups
supported by the Community Foundation at Newburn Leisure Centre.
lntroduction
0I
It has been my great pleasure to chair the Community
Foundation during a year when we have continued to
grow community philanthropy in our area with new
donors, new partnerships and new projects.
Paralympian Josef Craig
was supported with a grant
of 500 last year to help
with the associated costs of
training. He stormed to
victory in the S7 400m
freestyle bringing home a
gold medal and smashing
the world record.
02 - enriching livesthrough eective giving
I must also extend that thanks to my fellow Board
members, to Chief Executive Rob Williamson and
our dedicated sta team and to everyone else
who directly helps us by being part of fund
panels, sitting on committees, supporting our
activities or giving us advice. Particular thanks go
to Board members Richard Maudslay CBE, John
Sands and Roger Kelly, who stepped down during
the year. We also said goodbye to sta members
Suzanne Davies, Andrea Atkinson and Pauline
Johnson, but welcomed Gill Lowing as a new Fund
Development Manager.
There are many highlights of the year throughout
the Yearbook, but one particular privilege was
being able to showcase the work of local groups at
the visit we hosted from His Royal Highness the
Duke of York and his daughter, Her Royal
Highness Princess Eugenie of York. I know the
many young people, volunteers and sta from
the projects represented on the day had a
fantastic time talking about the great work they
do in our communities.
Despite all our good news, it will not be of any
surprise that we remain acutely concerned about
the wider economy. The performance of our
endowment investments directly aects the
money we have to make grants and to run our
oce. My fellow Board members and I keep a very
close eye on these matters, but we remain of the
view that we must continue to do all we can to
provide much-needed funding to community
groups in these dicult times. Whilst we have
had to draw on capital in 2011-12, and may do so
again in 2012-13, we do so knowing we can take a
long view on endowment values. All the
experience of endowed foundations is that over
decades, these peaks and troughs even out.
We also know we need to adapt our business
model if we are to remain suciently eet of foot
to deliver our existing work and respond to
opportunities. Over the next year, we will look at
how we run our activities and recover costs.
It is possible that some things will have to go to
make room for new or expanded work. But we
know our best resource is the generosity and
commitment of our supporters and grantees, so
we will also invest more in ensuring we
understand what they think.
I cannot end without noting the huge
contribution made to the Community Foundation
by Sir Tom Cowie OBE, who sadly died in January.
When, 20 years ago, the Charities Aid Foundation
and Charles Stewart Mott Foundation sought to
develop the community foundation model in the
UK, we were one of a small group of infant
foundations oered million each, provided we
could match it to reach an endowment of 2
million. With a further commitment of million
from The William Leech Charity, the then Board
went for an even more daring target of achieving
3 million within three years. Sir Tom made the
largest single contribution to that challenge, a gift
of 1/3 million. In doing so, he helped the
Foundation meet its target remarkably quickly.
And his early endorsement as a businessman of
considerable reputation was a powerful
persuader to others to follow his example.
The rest is history: the challenge enabled the
edgling organisation to reach take o point, and
now we are the largest community foundation
outside north America. That would have not been
possible without Sir Toms foresight, generosity
and continuing commitment to the organisation
as a Board member and latterly a patron.
His name lives on through the Foundations Sir
Tom Cowie Fund, which alone has awarded
almost 1 million through over 300 grants, mainly
supporting young people in Sunderland.
Ashley Winter OBE, Chair
There is no doubt that the Community Foundation is a
good news organisation. Happy stories abound, from donors
who come across us for the rst time, and from those with whom we
have worked for many years; from long-standing grantees seeking
further backing for their brilliant work, to new groups getting their
rst experience of grant funding. It is hugely rewarding to be
associated with such inspiring activities every day. I can only thank
all the individuals, families, businesses and charities whose
generosity and commitment make our work what it is.
Chairs
welcome
03

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Here in Tyne & Wear and Northumberland we
believe that continuing to build our endowment is
a form of social investment: hugely worthwhile
for donors and for supporting our communities to
thrive. We are, then, delighted to now oer match
for donors who wish to make new endowment
gifts through the Governments Community First
programme.
But increasingly community foundations will
need also to be hubs for philanthropy not only for
our areas, but of them too. That means engaging
donors for whom our model of funds and grant-
making may only suit their wishes in part, if at all.
Whilst we should not try to be neutral (we are,
after all, passionate about local causes!), we can at
all times commit to being client-centred and
independent of government, and so able to
explore with donors their intents and preferred
styles of giving. In an ever more globalised world,
we must be able to support philanthropists in our
area whose portfolio of giving may incorporate a
fund with us, alongside gifts to national charities
and even work overseas. Happily, our new
Philanthropy Fellowship, generously funded by
the Esme Fairbairn Foundation, is helping us to
focus anew on supporting donors to give
eectively. Whilst it is easy to be bogged down in
contested terms like strategic, what we really
mean is helping donors and ourselves to be
thoughtful philanthropists.
Of course, we cannot ignore the current climate
aecting civil society resources from the smallest
neighbourhood group to the largest international
NGO. We remain of the view that the impact of
public sector funding changes is being felt most
acutely by the small and medium enterprises of
the charitable world which provide vital services
in localities and regions like ours. As a mainly
small-grant maker, we have looked for new ways
to help suited to our role and expertise. As well as
increasing the free advice and mentoring
available through our Community Ventures
partners, we were delighted to respond to a
challenge from one of our own donors to establish
a dedicated fund to help sector organisations
adapt. The result the Survive to Thrive Fund
will have made two rounds of investments by the
time you read this report.
There is also an expanding policy space in which
community foundations, working with others,
can provide local intelligence.
Our undertaking leadership work is not new but
with the disappearance of regional structures and
the pressures on public bodies, this aspect of our
role may be even more signicant in the future.
Vital Signs a new report which will provide a
healthcheck, rst on Tyne & Wear and then on
Northumberland will, from next year, be a key
way we seek to inform debate on local issues and,
in response, encourage eective community
philanthropy.
Of course, all too often community foundations
have asked each other how big are your assets?
rather than what impact are you having? With
independence, and permanence, comes great
responsibility. We need to show our impact across
philanthropy, grant-making and leadership
through maximisation of all our assets: our
money, yes, but also our networks and our
knowledge. We will be focusing further on that
challenge in the months to come.
Rob Williamson,
Chief Executive
In part, the answer is that our core work is more crucial than ever.
Through donors from all walks of life, we build philanthropic
endowments as community assets to support charitable activity in
perpetuity, regardless of the particular spirit of public policy at any time.
In 2012 philanthropists have surely
never been more in demand
from Government policy makers
seeking to grow UK giving, to
frontline organisations wanting
their donations, to a multiplicity of
advisors all suggesting they can
guide those who give most eectively.
Where do community foundations t in
this rapidly evolving environment?
04
Chief
Executives
review
Long-standing Community Foundation donor Guy
Readman visiting Foundations Furniture Project in
Gateshead, which beneted from the Survive to Thrive Fund.
Rob Williamson,
Ashley Winter and Sue
Wineld launch Give2
Sunderland at
Penshaw Monument.
enriching lives through eective giving - 05
The Ferguson Family at their
home in Northumberland.
06
lndividual
and family
philanthropy
The Kellett Fund was established in
1996 following a 5m legacy from
businessman Douglas Kellett and his
wife Gwen. It supports projects that
improve the welfare of active older
people. The Fund opened for new
applications this year and 10 grants
were agreed in March 2012 for a wide
range of projects providing inclusive
activities for older people and
supporting their participation in
community aairs.
Our year
re-launching the Kellett Fund

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Alan says: One of the things that we rmly
believe in is philanthropy in the area where you
live and work and we have been involved with the
Community Foundation for many years. We
thought that by establishing smaller funds in the
name of the girls would be a great way of
introducing them to that philosophy.
It is important that they receive a good education
and awareness of other social situations and help
where they can as we believe everyone has a
responsibility to their fellow man.
The Emma Newton Fund was established at the
Community Foundation in May 2011 following
18-year-old Emmas tragic death during storms.
Her family wanted to do something positive and
so decided to create an endowment fund in
Emmas name. Fundraising by family members
alongside Emmas many friends, from Coast-to-
Coast runs to Zumbathons, and even an auction of
celebrity spectacles, has raised over 75,000 in
just over a year. Emmas family intends to support
young people in the performing arts through
grants from the Fund, knowing that their tribute
to Emma will live on for generations to come.
Individual and family donors are a particular focus
of The Philanthropy Fellowship, a new initiative
supported by the Esme Fairbairn Foundation,
through which community foundations across
the UK are facilitating activities and opportunities
for philanthropists to meet, learn and become
inspired. The Fellowship in the North East is being
led by the Community Foundation in partnership
with colleagues in County Durham, Tees Valley
and Cumbria. Our vision is to build our regions
strong tradition of philanthropy to create a
network where donors can share information,
ideas and experience with like-minded others,
build on their knowledge of local needs and ways
of giving, and increase the impact of their
philanthropy.
A dinner hosted by the Duke of Northumberland
welcomed the rst Fellows, and there has been a
programme of project visits called Focus on
Homelessness, enabling philanthropists to look in
depth at the causes, consequences and responses
to this growing issue. Further plans include a
Philanthropy Lecture on the looked after care
system for young people, and an event in
partnership with The Funding Network for those
interested in giving as part of a group.
From its inception, the Community Foundation has
grown with the support of individual and family
philanthropists who have chosen dierent means
to express their passion for local causes.
Long-standing supporters of the Community Foundation, Alan and Eileen
Ferguson have established several funds that reect their familys philanthropic
interests. They have also set up named funds for each of their three daughters so
that their legacy of giving can continue through the next generation.
enriching livesthrough eective giving- 07
Our year
the Watson Family Fund

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Emma Newton
One of the most rewarding things that individuals
and families nd through working with the
Community Foundation is the ability to give
according to family interest.
The Watson Family Fund was initially established to
award a grant to Whickham Hermitage Garden, an
organisation to which Ian Watsons mother had a
strong anity and was Honorary President from its
formation in 2003. The Fund has since made further
grants to organisations and charities close to family
members hearts including Gateshead & South
Tyneside Deaf Childrens Society, National
Rheumatoid Arthritis Society and Whickham
Community Bus. As Ian says:
Having the Community Foundation take care of
all the technical and legal aspects of our charitable
giving allows us to concentrate on the really
enjoyable bits of philanthropy: considering
various causes and deciding who and what we
can support.
Individual and family funds
Frank Aceld Fund Building income
Adderstone Fund 6 grants 10,767
Anonymous L Fund Building income
Anonymous R Fund 2 grants 1,500
Anonymous S Fund Supports the Thriving Communities Fund
Stuart Ayre Fund Supports The Sage Gateshead Fund
Nancy Barbour Award 1 grant 5,000
Barnes Fund 2 grants 3,500
Barnes Grassroots Fund 1 grant 3,607
Jeremy Beecham Schools Fund 8 grants 2,450
Barbara and Chris Beith Fund 3 grants 225
Bellingham Fund 2 grants 1,899
Ron and Louise Bowey Fund 6 grants 12,267
Ron and Louise Bowey Grassroots Fund 1 grant 1,780
Muriel Campbell Fund Building income
Chrysalis Fund 1 grant 3,130
Joan and Alastair Conn Fund Building income
Sir Tom Cowie Fund 8 grants 44,075
John D Grassroots Fund 4 grants 6,016
Duncan and Sarah Davidson Fund 3 grants 2,550
Pamela Denham Grassroots Fund Supports the Women's Fund
Pamela and Dorothy Denham Fund Supports the Women's Fund
Evangelical Fund 4 grants 9,000
Express Enterprise Fund Building income
Fogo Fund Grants made in 2012-13
Fogo Grassroots Fund 3 grants 8,154
George and Peggy Fund 4 grants 5,226
David Goldman Awards 4 grants 24,324
Ian and Jane Gregg Fund Supports the Thriving Communities Fund
Grounds Family Fund 1 grant 449
If Only Fund Building income
If Only...Grassroots Fund Building income
Hokey Cokey (that's what it's all about) Fund Newly matured Acorn Fund
Hoults Family Grassroots Fund Newly matured Acorn Fund
Jackie Haq Fund for Scotswood 1 grant 300
Michael and Christine Heppell Fund 2 grants 1,500
Heyman Travelling Scholarships Fund Grants made in 2012-13
I'Anson Family Fund 3 grants 6,500
Kellett Fund 10 grants 172,664
Kerry Grassroots Fund 2 grants 3,500
Linden Family Fund 12 grants 37,663
Endowment unds
Fund Name Activities Total
Maudslay Family Fund 1 grant 643
Maudslay Family Grassroots Fund 1 grant 815
Mitford Fund for Northumberland Supports the Northumberland Fund
Moor Fund Supports the Tiny Lives Fund
NEF Grassroots Fund 1 grant 1,625
Emma Newton Fund 1 grant 750
Out and About Fund 7 grants 10,800
Patch Fund 15 grants 12,000
Percy Family Fund 3 grants 6,800
Prime Fund 4 grants 10,112
Prime Grassroots Fund 6 grants 20,169
Readman Family Grassroots Fund 19 grants 47,407
Carrie Reay Grassroots Fund 3 grants 2,100
Reeds Grassroots Fund 3 grants 4,644
Riding Grange Grassroots Fund 2 grants 1,198
Jane Robertson Alnwick Fund 2 grants 580
Brian Roycroft Fund 19 grants 12,546
Shears Grassroots Fund 1 grant 2,860
Smail Family Fund Grants made in 2012-13
Johnnie and Tricia Smith Fund Building income
South Tyne Valley Fund Supports the Stuart Halbert Foundation
Barry and Faga Speker Fund 2 grants 300
St Cuthbert's Fund Supports repairs to St Cuthbert's Church
Star Fund 10 grants 4,990
Sutherland Fund Supports the Northumberland Fund
Suz Grassroots Fund 1 grant 1,625
Taylor Fund 14 grants 35,012
Tess Fund 1 grant 1,000
Thornton Family Grassroots Fund 1 grant 500
Three Valleys Fund 2 grants 2,000
Three Valleys Grassroots Fund 3 grants 6,310
Treeline Grassroots Fund Building income
Tyne & Wear Grassroots Fund 2 grants 944
Vicky F Grassroots Fund Grants made in 2012-13
Watkin Family Fund 8 grants 26,732
Ted Weekes Fund 8 grants 7,364
Willis Charitable Fund 1 grant 2,277
Wineld Fund Newly matured Acorn Fund
Winter Family Fund 2 grants 3,722
Winter Family Grassroots Fund 4 grants 9,355
C H Wood Fund 1 grant 4,500
Endowment unds Continued
Individual and family funds (continued)
Pamela and Dorothy Denham Community First Fund New fund
Hokey Cokey Community First Fund New fund
Kerry Community First Fund New fund
Linden Community First Fund New fund
Reeds Community First Endowment Fund New fund
Community irst Trust for Tyne ear and orthum erland
Endowment funds esta lished with match from the Governments Community irst programme.
Fund Name Activities
AJM Georey and Ann Purves
Baring Family PZ
Christopher Beadle Matthew Ridley
Burnell Family Jenny Saunders
Abigail and Stephen Crampton Shipley Family
Andrew and Charlotte Dixon Esmee Slattery
Dream Jar Speke Family
Elgon Spriggs Family
David and Gitta Faulkner Srivastava Grassroots
Adrian and Ingrid Giord Roy Stewart
Margaret Gordon Memorial Storey Family Grassroots
HECTOR Strachan Family
Henderson Family Strachan Family Grassroots
Hillside Weightman
Langley Family Welch Family
McIntosh WheelchairSteve
Mate Family Sue Wilson
Alan Morse Grassroots Lucy Winskell
Proudfoot Family
Acorn unds
Endowment funds which are growing over time some contri ute their income to other funds.
Name
Anonymous M Fund 1 grant 14,250
Peter & Angela Barratt Fund 2 grants 2,000
Crozier Fund 5 grants 14,963
John D Fund 9 grants 12,692
Robbie Elliot Fund New fund
Hospital Visits Fund 1 grant 500
Hugonin Family Fund 2 grants 6,500
Josephs Family Fund 4 grants 2,000
Pam Katirai Memorial Fund Dormant fund
Helen McArdle Fund Grants to be made in 2012-13
Lily Matthews Fund New fund
Readman Foundation 11 grants 11,564
Ridley Family Fund 14 grants 45,998
Share Family Fund Dormant fund
Trevelyan Fund 1 grant 600
Watson Family Fund 10 grants 15,390
evenue unds
The Community
Foundations
corporate donors
are businesses of
all shapes and
sizes, but we pride
ourselves on being
able to oer each
of them ways to
give that t their
individual intent
and styles.
One of our regions leading law rms, Muckle LLP,
rst established a fund at the Community
Foundation in 2002 and so celebrated its 10th
anniversary this year. During that decade, the
Muckle LLP Funds have supported 250 groups
with grants totalling over 290,000.
Donations are made each year by the rms
partners, and grants are awarded as match for
fundraising activity carried out by its
employees. The Funds also support grassroots
projects across Tyne and Wear. Recent
recipients have included Gateshead Bowling
Club for bowling shoes, Tynemouth Mencap
Society towards a new heating system and
Nice Swan Theatre Company in Gateshead for
room hire.
This year Muckle LLP has also supported
Stamfordham First School in Northumberland
with 3,100 to create a community garden on a
previously underused site at the edge of the
school grounds. This donation, which was
made through the Foundations Local
Environmental Action Fund, came about from
Muckle LLP using an approved system to
measure its carbon footprint, reduce it as far as
possible then calculate the cash equivalent of
the emissions that it had not been able to
eliminate to give to a local environmental
project.
North 150 is a new fund which was set up
using money raised by North of England P&I
Association to celebrate its 150th anniversary
in 2010.
The Muckle LLP Fund committee visited Gateshead
Borough Bowling Club to celebrate 10 years of giving
through the Community Foundation.
Our year
a great AGM supported by UBS
UBS was delighted to be
able to support the
Community Foundations
AGM in 2011 which was held
at Alnwick Garden in
Northumberland. Not only
was it a fantastic venue but
the event itself highlighted
the huge impact that giving
through the Community
Foundation can have on the
local communities across
Tyne & Wear and
Northumberland, and it was
our privilege to be part of it.
James Garbutt, UBS
I3
Corporate
giving
It has made grants totalling 9,000 to groups
including 7th Gateshead Scout Group for new
camping equipment, Parkinsons UK Sunderland
Branch for transport costs and DSD Community
Tenants and Residents Association in Gateshead
for their community garden.
Also launched this year was our partnership with
Santander to support growing social enterprises
through its Social Enterprise Development Award
(SEDA). Three social enterprises of dierent sizes
in our area received awards: Trust in the North in
Northumberland received 50,000 to develop its
confectionary business Kenspeckle, Rising Sun
Farm Trust in North Tyneside received 30,000
towards its new stable block, and Hextol
Foundation in Northumberland received 15,000
towards business planning and development. In
2012, SEDA will roll out through community
foundations across the country, and we will be
making further awards in the North East, Cumbria
and East Yorkshire.
This year we also established our rst Community
Benet Fund through a renewable energy scheme
with RWE npower at Kiln Pit Hill Wind Farm in
south west Northumberland. The fund will run for
25 years providing support for local community
activity in consultation with a panel of local
people.
We have continued to receive generous support
from businesses over the last 12 months which
helps to keep our running costs to a minimum and
our events and publications to a high standard.
We would like to thank UBS, Muckle LLP, the Co-
operative Bank, Rathbones, Ward Hadaway,
Deloitte and Gilbert Johnston Photography for
their sponsorship and in-kind support.

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.
Paul Gorman (right) from
Santander visits
Kenspeckle, Trust in the
Norths confectionary
business that won the
50,000 Social Enterprise
Development Award.
Corporate funds
Akzo Nobel International Paint Fund 26 grants 17,434
Amec Oshore Fund 3 grants 9,000
Bellway Fund 4 grants 1,100
Beneld Motors Fund Grants made in 2012-13
Bonas Machine Company Fund 3 grants 1,000
British Beer & Pub Association Fund 1 grant 4,000
Canford Audio Fund Building income
CNL Young People's Fund 9 grants 31,262
Fergusons of Blyth Fund 2 grants 5,900
Green Scheme Fund 1 grant 1,512
Homeless Young People Fund Building income
John Laing Fund Grants made in 2012-13
JPMorgan Fund Building income
Muckle LLP Fund 47 grants 32,190
Muckle LLP Grassroots Fund 6 grants 8,534
Newcastle Brown Ale Fund 9 grants 22,975
Newcastle Building Society Community Fund 17 grants 10,000
Northern Powergrid Fund 4 grants 11,967
Northumberland Group Fund 7 grants 36,457
Northumbrian Water Fund 9 grants 4,984
P&G Fund 27 grants 25,709
P&G Grassroots Fund 6 grants 4,537
PricewaterhouseCoopers Fund Building income
Ringtons Fund 8 grants 18,539
Rolls-Royce Fund 2 grants 1,000
SMD Fund Grants made in 2012-13
Tolent Fund Supports the Thriving Communities Fund
Tyne Tees Television Fund Supports the Thriving Communities Fund
Vaux Fund 2 grants 5,888
Ward Hadaway Fund 3 grants 1,150
Endowment unds
Carillion Community Fund 5 grants 20,764
ContiTech Beattie Fund 3 grants 3,921
Croft Veterinary Hospital Fund 2 grants 4,060
Dicksons Fund 4 grants 1,750
Gateshead Housing Company Community Fund 17 grants 51,269
Nigel Wright Consultancy Fund 15 grants 10,956
North 150 Fund 5 grants 9,000
Owen Pugh Fund 10 grants 15,000
Port of Tyne Fund 16 grants 50,431
Rio Tinto Alcan Fund 14 grants 11,700
RWE npower Kiln Pit Hill
Wind Farm Community Benet Fund New fund
Ryder Architecture Fund Dormant fund
Sage Community Fund 11 grants 49,116
Santander SEDA 3 grants 95,000
Specials Laboratory Fund 8 grants 10,000
UK Land Estates Fund Grants made in 2012-13
evenue unds
The Community
Foundations theme
and anity funds
provide eective
ways for people with
common interests in
philanthropy to
share ideas and
pool resources for
greater impact.
I6
Theme
and anity
funds
The Survive to Thrive Fund, launched this
year, is the brainchild of Guy Readman OBE.
Guy is a highly experienced philanthropist
and issued a challenge to others to match
fund with him, so making a joint eort to
address the pressing needs faced by
voluntary organisations in adapting to the
new funding environment.
Members of the Chopwell and
Blackhall Mill Live at Home
Scheme in Gateshead take part in
fuel eciency bingo as part of
the Surviving Winter campaign.
Guy has pledged up to 175,000 a year for two
years to establish a revenue fund to address the
issue. The initial total oer could therefore realise a
fund of 700,000. We were delighted that the Sir
Tom Cowie Fund, Ridley Family Fund, the William
Leech Charity Fund, Gateshead Council and two
anonymous donors have taken up the challenge.
The rst grants made in February 2012 prove the
funds worth. One of the six successful applicants
was Foundations Furniture Project in Gateshead,
which used its grant to employ a Business
Development Ocer who has implemented a new
pricing structure and marketing campaign,
increasing turnover month on month and starting
to take the organisation away from its historic
reliance on grants. Bernie McGill says: The Survive
to Thrive Fund makes perfect sense because it
helps organisations like us to think about how to
do things dierently rather than just hoping
things will change.
The Tiny Lives Fundprovides additional support
to the special care baby unit at the RVI in
Newcastle. The unit cares for around 600 babies
each year from across the North East region who
are born either ill or prematurely. Last year, almost
270,000 was raised through fundraising events
and activities organised by both Tiny Lives sta
and the families and friends of the babies that
have received care. This money helps to buy extras
such as specialised equipment, refurbishment of
ats to allow parents to stay at the hospital so they
are close to their baby and to subsidise the costs of
travel for parents to and from the hospital.
The top award winners at the High
Sheri Tyne & Wear Youth Awards
Ceremony at St James' Park.
The Surviving Winter campaign was part of an
initiative run by community foundations across
the UK to support older and vulnerable people in or
at risk of being in fuel poverty over the winter
months. The campaign asked those people who
received the winter fuel allowance but did not
need it to donate it to the fund at their local
community foundation. Almost 30,000 was
raised from generous donors in Tyne and Wear
and Northumberland, with a total of 2.3 million
raised nationally. Surving Winter was endorsed by
many celebrities, and Saga was a national partner
helping to generate donations from its members.
Locally, we worked with the charity National
Energy Action to provide information and support
to those in need to help them out of fuel poverty
in the future and therefore reduce the risk to
their health.

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18- enriching livesthrough eective giving
Theme
and anity
funds
The Sunshine Panners,
Northumberland High
Sheri Award winners, play
at the annual ceremony.
The chance to be a Games Maker volunteer at
the London 2012 Olympic and Paralympic
Games was a once-in-a-lifetime experience.
But for some young people in North East
England, the cost of taking part as an ocial
Games Maker meant that they might not
have been able to take up their place.
The Play Your Part Fundwas a scheme set
up at the Community Foundation to raise
money from local councils, businesses and
members of the public to help support some
of those young people with bursaries
towards volunteering expenses. The Fund
raised 27,000 and 24 young people from
across the region received support.
Our other theme and anity funds continue
to receive generous gifts from donors from all
walks of life. Once again we made awards
from the Funds for the High Sheris of
Tyne & Wear and Northumberlandto
help young people avoid becoming involved
in crime and anti-social behaviour.
And during the year we also refocused the
priorities of our main unrestricted
endowments, Thriving Communities and
Northumberland Funds, to suit our
philanthropy strategy. As well as using these
resources to leverage support for projects of
particular signicance, we have contributed
to a project with Northern Rock Foundation
and the Local Enterprise Partnership to
examine the market for social investment in
the North East.
Theme and anity funds
North East Fund for the Arts New fund
Asian Fund 4 grants 4,500
Joy Higginson Fund 1 grant 645
George Loggie Fund Managed as part of the Young Musicians Fund
Northern Angel Fund for Berwick 20 grants 35,986
Northumberland Fund Managed as part of Thriving Communities Fund
Northumberland High Sheri Youth Awards 42 grants 26,550
People of Ward Hadaway Fund Supports the Women's Fund
Sammy Johnson Memorial Fund 27 grants 33,760
Tessa Hide Fund Supports the Brian Roycroft Fund
Thriving Communities Fund 1 grant 2,000
Tiny Lives Fund 79 grants 176,285
Tyne and Wear High Sheri Youth Awards 48 grants 25,050
Women's Fund 15 grants 27,122
Young Musicians Fund 21 grants 7,131
Endowment unds
Give2 Gateshead Fund New fund
Give2 Newcastle Fund New fund
Give2 Northumberland Fund New fund
Give2 North Tyneside Fund New fund
Give2 South Tyneside Fund New fund
Give2 Sunderland Fund New fund
Community irst Trust for Tyne ear and orthum erland
Endowment funds esta lished with match from the Governments Community irst programme.
Fund Name Activities
Asylum Seekers' Hardship Fund Grants to be made in 2012-13
Abdul Latif, Lord of Harpole, Memorial Fund Grants to be made in 2012-13
Play Your Part Fund Grants made in 2012-13
Q ueen's Jubilee Fund for Tyne & Wear 1 grant 1,680
Survive to Thrive Fund 6 grants 137,550
Surviving Winter Campaign 3 grants 15,727
evenue unds
The Community
Foundation uses its
expertise in philanthropy
to support wider charitable
investment in the region
through a range of
partnership programmes,
and it delivers local
initiatives that help meet
community needs.
The Community Foundation is working with its sister organisations in County
Durham and Tees Valley to deliver a programme of European Social Fund
small grants to organisations working with people seeking to become ready
to access the jobs market. To date, a total of 21 grants have been made,
representing an investment of 194,404 in this valuable work.
LEAF, the Local Environmental Action Fund,
is a collaborative venture involving the
Community Foundation, Shears Foundation,
Greggs Foundation and an anonymous donor. It
was recognised at the 2011 Community
Foundation Network Annual Conference as a
pioneering example of how philanthropy can
address the pressing environmental challenges
facing local communities. This work has continued
over the year by supporting a total of 26
environmental projects with 175,245 in grants.
The Foundation has continued to deliver
Community Cash, Local Communities and Large
Grant funding programmes on behalf of
Comic Relief to tackle disadvantage. Over 60
Comic Relief grants have been made with a
combined value of 130,000.
Our Fair Share Trust programme in
Northumberland is now entering its nal phase.
Although a range of interesting local projects
continue to be supported, ranging from
community transport schemes in Seaton Valley to
the creation of a skate park in East Ashington, the
focus is increasingly on securing the legacy of the
programme and evaluating the learning that has
taken place over the ten years.
Our Community Ventures project has been
supporting the local charitable sector since 2003
through a group of business people and
entrepreneurs who give their advice and time
freely to help organisations make a step change in
how they operate or achieve a particular objective.
During the year, 11 organisations have received
support through the programme with seven of
these continuing to be supported, including
Revive Enterprise and Headstrong Productions in
Northumberland, Streetwise in Newcastle,
Womens Health in South Tyneside and
Rutherford AFC in Gateshead. The number of
business people involved has risen to 13, all of
whom bring a rich and varied experience from the
private, public and voluntary sectors.
ORCA was awarded a grant from the
Local Environmental Action Fund to
give local children the opportunity to
spot North Sea marine life.
Z0
Projects,
programmes
and
partnerships

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Projects, programme
and partnerships
Comic Relief Community Cash 55 grants 50,000
Comic Relief Large Grant 1 grant 15,000
Comic Relief Local Communities 8 grants 47,233
Community Ventures 1 grant 1,000
European Social Fund Community Grants 21 grants 194,404
Fairshare Blyth Valley 7 grants 139,674
Fairshare Wansbeck 2 grants 199,993
Grassroots grants for Newcastle 24 grants 57,908
Grassroots grants for North Tyneside 26 grants 51,025
Grassroots grants for Northumberland 26 grants 59,005
Local Environmental Action Fund 25 grants 175,245
Localgiving.com 225 grants 35,153
Endowment unds
With nationally contracted work through Arts & Businesses
ending, The Sponsors Club at the Community Foundation now
concentrates on advocating why businesses and individuals
should support the cultural sector with time as well as money.
A key focus is developing a North East Fund for the Arts, which
will be supported through match funding and capacity building
support from Arts Council, England.
Meanwhile, CultureMatch, our project to bring business expertise
into the arts and cultural sector and develop business peoples
own skills had its most successful year to date. We also worked
with partners in Yorkshire and the North West to provide support
to the arts and cultural sector including a conference in York. In
addition, there was our 21st birthday celebration in May 2012
and a commemorative publication 21 ways of looking at the
Sponsors Club written by Mark Robinson.
Our year
celebration and change at The Sponsors Club
The Foundation
enables national
charitable trusts to
undertake eective
local grant-making
in the North East
informed by our
knowledge and
expertise. It also
provides a vehicle
for continuing the
work of charitable
funds that no longer
wish to manage
their own aairs.
We continue to work with The Henry Smith Charity,
one of the countrys leading charitable trusts, to
support its grant-making across the North East.
We are very pleased to do so because, in an
increasingly dicult regional funding environment,
access to Henry Smith Charity grants is more
important than ever to many local organisations.
We have provided advice on applications, assessed
proposals and prepared a review containing local
intelligence for the Charitys sta and trustees.
We have managed grants to 28 local agencies from
across the region, which have benetted from a
total of 658,700 of Henry Smith Charity funding.
This year saw us commence our partnership with
the London-based Dulverton Trust, on behalf of
which we are now making small grants in
Northumberland, Tyne & Wear, County Durham
and Tees Valley. The Dulverton Trust Fund, which
has a particular focus on supporting youth
opportunities and activities that benet
disadvantaged communities, has made 35 grants
totalling 115,557 to projects across the
North East.
Transferring charitable assets to the Community
Foundation for use as a restricted fund provides
charitable trusts that are winding up with an
option to ensure that their good work continues
in perpetuity. This year saw the transfer of the
Rose Joicey Fund, which previously operated
under the aegis of Newcastle Council for Voluntary
Service, to the Foundation. Our new Rose Joicey
Fund will continue to support the cost of holidays
or short breaks for families in need within Tyne &
Wear, Northumberland and County Durham.
Grant-making from the new fund will commence
in the Autumn of 2012, when sucient
endowment income has been accumulated.
ZZ
Charity
and trust
funds

T
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The Dulverton Trust Fund awarded Consett
Churches Detached Youth Project in County Durham
a grant to go sailing with Ocean Youth Trust.
Charity and trust funds
Abbot Memorial Fund 85 grants 7,275
John Bell Fund 8 grants 29,000
Berwick Academy Endowment Fund 22 grants 8,575
Bird Family Fund 4 grants 1,000
Joseph Brough Charitable Trust 4 grants 26,090
Carr-Ellison Charitable Trust Fund 61 grants 21,035
Chapman Fund 4 grants 19,716
Fred Clay Fund 16 grants 5,460
Roland Cookson Fund 12 grants 43,070
The George Cringle Scholarship Fund 1 grant 858
David Dockray's West End Young People's Fund 15 grants 36,048
Durham Fund 2 grants 2,095
FARNE Fund 1 grant 2,000
Frederick Milburn Fund 2 grants 3,244
Allison Greenlees Continuation Fund 6 grants 4,500
Greggs Fund Supports the Thriving Communities Fund
Sir James Knott Trust Fund Supports the Thriving Communities, Northumberland
and Durham Funds
RW Mann Fund Supports the North Tyneside Fund
Lady Grey Memorial Fund Building income
Hadrian Trust Fund Supports the Community Foundation's operating costs
Rose Joicey Fund New fund
Latterford Fund 1 grant 500
Leech Challenge Fund 3 grants 8,320
William Leech Charity Fund 5 grants 22,970
G S May Family Fund 6 grants 10,000
Lady Noble Memorial Fund 1 grant 698
Joseph Rowntree Charitable Trust Fund 1 grant 6,926
Sunderland Industrial & Reformatory School Fund 3 grants 1,308
Treeline Fund 13 grants 2,000
Endowment unds
Dulverton Trust Fund 35 grants 115,557
Henry Smith Charity 30 grants 658,700
North Tyneside Fund 2 grants 1,141
North Tyneside Women's Aid Legacy Fund 1 grant 5,000
The 43 Fund 20 grants 40,697
evenue unds
In addition to the above funds, the Community Foundation provides the Trustees of the 1989 Willan
Charitable Trust with grant-making support and administration
Several charities have agency funds
established at the Community
Foundation specically to benet their work
now and for years to come. Some are set up by the
organisations themselves and others by donors.
Agency funds are advantageous to charities because they are held and invested as
part of the wider Community Foundation assets, providing a safe and secure
income in perpetuity. They also protect donors gifts regardless of anything else
aecting the beneciary organisations. Through two such funds, the Community
Foundation makes a substantial investment in the North East cultural sector.
The Sage Gateshead Fundis the largest arts
agency endowment in the UK outside London.
The organisation is recognised for performances
by internationally renowned musicians including
its own orchestra, Northern Sinfonia. During
2011-12, nearly 300,000 people attended a
ticketed event.
The Sage Gateshead is equally well known for its
work harnessing music to eect social change,
with learning and participation taking place in
communities across north east England, and at the
iconic building in Gateshead. Some of the groups
regularly engaged include young people not in
employment, education or training; refugees and
asylum seekers; older people; gifted and talented
young musicians; non-professional musicians; and
special needs adults and young people.
In July 2011, the PLAY weekend celebrated 10
years of the learning and participation programme
with activities including a world-record-breaking
i-ocarina orchestra. 2012 marks ten years of The
Sage Gateshead Fund at the Community
Foundation, and we are delighted that the
organisation has the opportunity to match
further gifts to build a second endowment that it
will invest itself to support its new and
international work.
Seven Stories is the national centre for childrens
books in Newcastle, showcasing the nest authors
and illustrators for children through exhibitions,
events and learning, and through its unique
collection. In 2011, The Enid Blyton Fund for
Seven Stories was established at the Community
Foundation to inspire children from dierent
walks of life to enjoy reading and the life
opportunities it brings.
The Fund was set up following the decision of the
trustees of the Enid Blyton Trust for Children to
transfer its assets to the Foundation for the
benet of Seven Stories, and wind up the original
charity. During the year, Seven Stories opened two
exhibitions: Through the Magic Mirror: the world
of Anthony Browne, and Daydreams and Diaries:
the story of Jacqueline Wilson.
Meanwhile, there were over 9,000 school visitors,
and over 11,000 children took part in outreach
workshops and events in their schools and other
venues.
Seven Stories continued working with Action for
Children, leading to over 400 children and 180
parents taking part in projects across the UK that
used picture books to inspire families to enjoy
creative play and activities together. Other projects
included work with special educational needs
children, and the Frances Lincoln Diverse Voice
Book Award encouraging culturally diverse
writing for 8-12 year olds.
The Foundation also holds an agency endowment
to support the work of the Evening Chronicle
Sunshine Fund, a charity originally part of the
Foundation which is now fully independent.
The organisation aims to enhance the lives of local
disabled children and their families through the
provision of essential equipment, learning aids and
custom-built apparatus.
Agency
endowment
funds
Z4

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s
.
Agency funds
Enid Blyton Fund for Seven Stories 3 grants 31,752
Evening Chronicle Sunshine Fund 4 grants 5,608
The Sage Gateshead Fund 4 grants 583,972
enriching livesthrough eective giving - 25
t

CoMusica 10th
anniversary at
The Sage
Gateshead c.
Dan Brady.
The donors to The Community Foundations Sage Gateshead Fund are: Sage Group PLC, The Barbour Trust,
Northern Rock Foundation, The Gareld Weston Foundation, Joan and Margaret Halbert, the Shears Foundation,
the David Goldman Programme, Go-Ahead Group PLC, Northern Arts Board, Fenwick Ltd, Northumbrian Water,
Beneld Charitable Trust, Sir James Knott Trust, Greggs plc, The David Boardman Trust,
Roland Cookson Fund and 1989 Willan Trust.
There are opportunities to name spaces in The Sage
Gateshead in perpetuity and to add to the endowment
funds. Please contact Katherine Leadbeter at The
Sage Gateshead on 0191 443 4563.
Seven Stories hopes to continue growing its
endowment fund and welcomes contributions from
other donors. Please contact contact Amanda
Beckham on 0845 271 0777.
To nd out more about how to support The Evening
Chronicle Sunshine Fund, contact Caroll Pattison,
Sunshine Fund Director, on 0191 201 6289
Dur
impact
Z6
From April 2011 to March
2012, the Community
Foundation made 1,695
grants totalling 4.6m.
We established 9 new
endowment funds and 10
new revenue funds.
We received new donations
to our endowment totalling
1.4m and annual gifts
totalling 2.7m. At the end
of the year, we held 259
donor funds.
We received nearly 3,000 grant
applications, making a success rate
of 58%. The number of grants made
was up on the previous year
although the total amount awarded
was down by 4%, mainly because
of the ending of the main
Government Grassroots Grants
programme in March 2011.
In addition, the 1989 Willan
Charitable Trust awarded 143
grants totalling 492,106 through
the support of the Community
Foundation.
Area of benet of 2011-12
grants by total amount awarded
The percentage allocations of
funding to our dierent areas have
changed very little from those of
2011-12 and show the money we
distribute varies considerably
within our area of benet. To make
sense of the headline gures in the
pie chart, it is useful to map the
amount of funding we distributed to
benet each Tyne & Wear and
Northumberland local authority
area against its population size,
excluding grants given for activities
across the whole region.
The table on the next page indicates
that four areas received less than
might be expected, with Sunderland
again standing out as the least well
served of our areas.
Breakdown of grants
awarded by fund type
Community Foundation main funds 1,550 3,189,825
ESF Community Grants 21 194,404
Fair Share Trust 9 339,667
Grassroots Grants 85 167,938
Henry Smith Charity 30 658,700
Newcastle
26%
North
Tyneside
7%
South
Tyneside
5%
Northumberland
26%
Sunderland
7%
Region and UK
16%
Gateshead
13%
Newcastle 20 27 + 7
Northumberland 22 40 + 18
Gateshead 13 9 -4
South Tyneside 11 6 -5
North Tyneside 14 8 -6
Sunderland 20 10 -10
Themes and outcomes by number of grants awarded
At the end of 2010-11, the Community Foundation
adopted its new philanthropy strategy, focusing
our work under three themes: supporting people to
overcome disadvantage, creating stronger
communities and making our area a good place to
live. Our main tool money through grant-making
has been used most frequently to target people
experiencing disadvantage (61% of grants made,
or 2.5m awarded) in line with our principle of
advocating for disadvantaged people.
The most frequent outcome of grants made in the
year was the provision of services and activities
that work including new or expanded projects
with the emphasis on quality and eectiveness.
Just over a fth of grants were designed to help
organisations grow and develop rather than
focusing specically on their services. Meanwhile,
6% of grants supported work whose focus was on
inuencing better policy and practice aecting our
communities.
Local authority area % of total Tyne & Wear
and Northumberland
population
% of Tyne & Wear and
Northumberland
grants by value
Variance
Supporting people
to overcome
disadvantage
61%
Creating
stronger
communities
29%
Making the
area a good
place to live
10%
Provision of
services or
activities
73%
Stronger
organisations
21%
Change in
policy or
practice
6%
Beneciaries of 2011-12 grants by total amount awarded
The majority of our spending was concentrated
again on supporting activities to benet whole
communities, and on work with children and
young people. The proportions are virtually
unchanged on those in 2010-11. Within the
disability category, the beneciary groups
receiving most support were people with
learning disabilities and those with mental
health issues.
Size of grants by number awarded 2010-11
88% of our grants were for amounts up to
5,000, much the same percentage as in 2010-11.
However more were made at the smaller end of
that scale than in the previous year as a result of
the closure of Government grant programmes
run by the Community Foundation which oered
larger amounts to groups. Whilst all small grants
are of value, it will be important to continue to
ensure the availability of sums of 5,000 to
10,000, as such amounts can support important
activities carried out in local areas more
consistently and to a wider beneciary group.
Whole
community
45%
Children and
young people
40%
Black and
minority ethnic
2%
Older people
6%
Disability
7%
Under
1,000
63%
Over 10,000
5%
5,001 - 10,000
7%
1,001 - 5,000
25%
Philanthropy development
New funds in 2011-2012
Fund type Endowment Revenue
Individual and family Emma Newton Fund Anonymous M Fund
Hokey Cokey Community First Fund Robbie Elliot Fund
Kerry Community First Fund Lily Matthews Fund
Linden Community First Fund
Reeds Community First Fund
Corporate North 150 Fund
Santander Social Enterprise
Development Award
Charity/ trust Rose Joicey Fund Dulverton Trust Fund
Theme/ anity Give 2 Gateshead Fund Q ueens Jubilee Fund for Tyne & Wear
Give 2 Northumberland Fund Surviving Winter
Programme/ partnership Localgiving.com
ESF Community Grants
Agency Enid Blyton Fund for Seven Stories

We have continued to increase philanthropy through
current donors, who added to existing funds with gifts
of over 1 million, and through 19 new funds established
during the year. Of these, 9 were endowment funds and
10 revenue funds. The majority were set up by individual
and family philanthropists.
At the time of publication, the Community Foundation
held 259 funds. The majority, 140, were individual and
family funds. There were 46 corporate funds, 34 charity
and trust funds, 24 theme and anity funds,
12 programme or partnership funds and 3 agency funds.
Of the funds, 204 were endowment funds, and 55
were revenue funds.
In 2012-13, the value
of our endowment
fell to 46.9m from
47.4m in March
2011 as a result of
continuing turbulent
conditions in
nancial markets.
We added new donations and transfers
to the endowment of 1.4m, slightly
down on the previous year when we
were operating the Grassroots Match
challenge. The new Community First
Endowment match scheme launched
very late in the year, but we were able
to secure half of the match available in
the very short timescale.
Our overall income for the year fell to 5.4m
from 6.7m due to signicant reduction in
grants from public bodies as Grassroots
Grants and Endowment Match came to an
end. Our expenditure also reduced from
6.2m to 5.7m, the majority of which was
the result of the hard work of the sta team
to reduce operating costs. Meanwhile, we
were pleased to maintain grant-making at
over 4.6m.
The Finance & Investment Committee
continued to meet quarterly with our
investment managers. The Board was
satised with performance on the funds for
the year, with the average total return on
the main fund being 2%. My thanks to
colleagues on the Committee whose
commitment and expertise helps to ensure
we maximise value from the endowment
and manage our nances eciently and
eectively.
Following the restructure last year the
Board made a commitment to reduce the
decit on our administration budget to zero
by March 2013. Although there was a decit
for 2012 year end, it was less than budgeted
for, and we have been able to set a break-
even budget for the 2013 year. The Board
reviewed its reserves policy during the year,
setting a policy that is t for purpose for
future commitments and which covers
longer-term commitments to review
premises and systems.
Colin Seccombe, Treasurer
Treasurers
report
30
Summary of our accounts
Community oundation serving Tyne ear and orthum erland
Balance sheets as at 31 March 2012
Fixed assets
Endowment fund investments 46,714,984 47,539,464 44,856,773 45,720,498
Investments - - 100 100
Tangible assets 23,609 9,998 23,609 9,998
46,738,593 47,549,462 44,880,482 45,730,596
Current assets
Debtors 65,595 52,394 59,179 50,982
Cash on short term deposit 1,009,500 3,310,517 1,009,500 3,310,517
Cash at bank and building society 3,256,784 1,331,861 3,160,137 1,274,194
Total current assets 4,331,879 4,694,772 4,228,816 4,635,693
Creditors: amounts falling
due within one year ( 1,127,583) (1,414,942) ( 1,126,913) (1,413,096)
Net current assets 3,204,296 3,279,830 3,101,903 3,222,597
Total assets less current liabilities 49,942,889 50,829,292 47,982,385 48,953,193
Capital funds
Endowment fund 46,925,577 47,427,531 44,994,291 45,575,066
Income funds
Restricted 1,650,396 1,991,559 1,621,178 1,967,925
Unrestricted 1,366,916 1,410,202 1,366,916 1,410,202
49,942,889 50,829,292 47,982,385 48,953,193
Group
2012
Group
2011
Charity
2012
Charity
2011

Consolidated statement of nancial activities for the year ended March 2012
Incoming resources
Incoming resources from generated funds:
Voluntary income:
Donations 616,492 1,556,592 1,163,656 3,336,740 3,443,753
Grants from public bodies 47,849 411,890 133,262 593,001 1,963,752
Activities for generating funds:
Fundraising events - 52,760 - 52,760 78,820
Investment income 504,304 864,389 - 1,368,693 1,177,131
Other incoming resources 18,910 - - 18,910 20,991
Total incoming resources 1,187,555 2,885,631 1,296,918 5,370,104 6,684,447
Resources expended
Costs of generating funds:
Costs of generating donations 195,845 100,364 - 296,209 352,050
Costs of fundraising events 6,630 44,339 - 50,969 70,799
Investment managers fees - - 165,822 165,822 160,221
Charitable activities 1,371,489 3,712,326 - 5,083,815 5,491,488
Governance costs 87,272 5,932 - 93,204 108,534
Other resources expended 18,910 - - 18,910 20,991
Total resources expended 1,680,146 3,862,961 165,822 5,708,929 6,204,083
Net ( outgoing) / incoming
resources before transfers (492,591) (977,330) 1,131,096 ( 338,825) 480,364
Gross transfers between funds 449,305 636,167 (1,085,472) - -
Net ( outgoing) / incoming (43,286) (341,163) 45,624 ( 338,825) 480,364
resources before taxation
Restricted
funds
Unrestricted
funds
Endowment
funds
Total
2012
Total
2011

Consolidated statement of nancial activities for the year ended March 2012 ( continued)
Net ( outgoing) / incoming (43,286) (341,163) 45,624 ( 338,825) 480,364
resources before taxation
Taxation - - - - -
Net (outgoing)/incoming
resources before other recognised
gains/losses (43,286) (341,163) 45,624 ( 338,825) 480,364
Gains & losses on investment assets - - (547,578) ( 547,578) 2,596,707
Net movement in funds (43,286) (341,163) (501,954) ( 886,403) 3,077,071
Fund balances brought
forward at 1 April 2011 1,410,202 1,991,559 47,427,531 50,829,292 47,752,221
Fund balances carried
forward at 31 March 2012 1,366,916 1,650,396 46,925,577 49,942,889 50,829,292
Restricted
funds
Unrestricted
funds
Endowment
funds
Total
2012
Total
2011
The full accounts were approved by the Board on 25 September 2012 and are available on our website or from our oce.
By giving locally through the Community Foundation you can:
Box Youth Project were
awarded a grant from
LEAF for 4,800 to help
improve Blakeney
Woods in Sunderland.
Your giving
options
34

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i
.
Benet from our experience and knowledge
of grant-making and understanding donors
wishes, meaning you have peace of mind
knowing your donations will be eective and
reach into the heart of our communities.
Avoid the legal and administrative burden of
running a separate charitable trust or making
your own donations to groups.
Set up a named fund to give now or build one
over time. Your gift can be invested in our
endowment to provide revenue for grants
each year, or used as ow-through funding
with the amount given used for grants
annually.
Leave a gift in your Will to either set up your
own named fund, support one of our theme
or anity funds including our Thriving
Communities Fund or donate to a Give2 area
fund. Donations can also be made in memory
of a loved one.
There has never been a better time
to give. Doing so through the
Community Foundation is rewarding,
enjoyable and now simpler than ever.
Give2Gateshead Fund Give2Newcastle Fund Give2Northumberland Fund
Give2North Tyneside Fund Give2South Tyneside Fund Give2Sunderland Fund
Our existing donors can establish a new
Community First endowment fund, which
reaches a level of at least 10,000 with the
match funding which can be achieved with a
donation of 7,000 if you are eligible for Gift Aid
or 7,500 if you are not eligible for Gift Aid.
New donors can get their philanthropy o to a
great start by establishing a named Community
First fund of at least 25,000 with the match
funding which can be achieved with a donation
of 16,700 if you are eligible for Gift Aid or
17,500 if you are not eligible for Gift Aid.
We have also established funds for each local
authority area we cover so gifts of any size can
be made to one or more of these funds and will
benet from the match funding and go on to
support community and voluntary groups in
that area for generations to come.
Businesses can show their support for their
local area by joining the Give2 scheme, where
for a minimum donation of *200 you will also
receive free membership of the Community
Foundation.
Donations can be made online just click on the
Give2 piggy bank logo on the homepage of our
website. The match funding is available on a
rst-come-rst-served basis with a set amount
available for each area per year.
From now until March 2015 there is match funding
available for gifts to endowment funds through
the Governments Community First endowment
match challenge programme. It is designed to
encourage more donations to endowment funds
at community foundations to support and
strengthen local communities. Gifts are eligible
from individuals, couples, families, businesses,
not-for-prot enterprises and charities.

Equal Arts has been
supported with grants
from the UK Land Estates
Fund and The Gateshead
Housing Company
Community Fund.
For more information on giving options including the match funding programme
please contact Lisa Cappleman by email on lc@communityfoundation.org.uk
or call 0191 222 0945.
Give2 is funded by the Community First programme managed by the Community Development Foundation and supported by HM Governments Oce for Civil Society
*200 minimum donation required for businesses with up to 50 employees, 400 for between 51 250 employees and 600 for 250+ employees
Give your philanthropy
a boost and get more
for your money
Give Zand we can add an extra I to help your giving go further.
President
His Grace the Duke of Northumberland
Patrons
Dame Margaret Barbour DBE DL
Sir Ralph Carr-Ellison KCVO TD
Joan Halbert
Guy Readman OBE DL
Lyn and Trevor Shears OBE
Vice-Presidents
Kate Adie OBE
Lord Beecham
Rt Hon Sir Alan Beith MP
Nigel Sherlock OBE Hon DCL
John Squires OBE DCL DL
Hugh Welch
Rt Rev Martin Wharton, Bishop of Newcastle
Mike Worthington OBE
Board members at October 2012
Ashley Winter OBE (Chair)
Professor Chris Drinkwater CBE (Deputy Chair)
Jamie Martin OBE (Deputy Chair)
Colin Seccombe (Treasurer)
John Clough MBE
Alastair Conn
Fiona Cruickshank OBE
Jo Curry
Professor Charles Harvey
Dean T Huggins
Gev Pringle
Jane Robinson
Kate Roe
Betty Weallans
Sue Wineld OBE
Board members who left during the year were R oger K elly,
R ichard Maudslay CBE and John Sands.
Board members, from left back:
Sue Wineld, Gev Pringle, Fiona Cruickshank,
Charles Harvey, Alastair Conn,
Dean T Huggins, Jane Robinson.
From left front: Colin Seccombe,
Ashley Winter, Jamie Martin,
Dur
people
37
Sta team
Rob Williamson Chief Executive
Sonia Waugh Finance & Operations Director/Deputy
Chief Executive
Derry Nugent Head of Philanthropy Services
Lisa Cappleman Head of Philanthropy Development
Mark Pierce Head of Policy, Projects & Programmes
Adam Lopardo Head of Culture Partnerships/
Sponsors Club Director
Fund Development Managers
Karen Daglish, Elaine Holdsworth, Su Legg, Gill Lowing
Communications & Events Ocer
Alexandra Myhill
Projects & Programmes Ocer
Jane Roberts-Morpeth
Project teams
Katie Wellstead Senior Fund Development Manager
(Environment)
Sue Martin Projects & Programmes Ocer
(ESF community grants)
Ellie Turner Culture Partnerships (Sponsors Club) Manager
Kathryn Warwick Culture Partnerships
(Sponsors Club) Administrator
Carol Meredith Interim Manager, Tiny Lives
Louise Carroll Tiny Lives Administrator
Finance and administration
Val Guest, Dawn Porter, Adam Smith, Sarah Phillipson,
Vivienne Rodgers
Generously supported by: Gilbert Johnston Photography
Printed on recycled paper
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: general@communityfoundation.org.uk
www.communityfoundation.org.uk
Advisors
Auditors: PricewaterhouseCoopers LLP
Bankers: Barclays Bank plc
Investment Managers: Investec Asset Management;
USB Wealth Management; BrewinDolphin,
CCLA Investment Management Limited
Solicitors: Muckle LLP; Ward Hadaway
Financial information and grant statistics in the
Yearbook relate to the nancial year to 31 March
2012. All other information has been updated to
the time of going to press in September 2012.
Registered charity number 700510. Limited company number 2273708
Design and artwork by Cool Blue Brand Communications Tel: 0191 375 9150 www.coolblue.co.uk
Front Cover: Building Futures East in Newcastle was awarded a grant from
the P&G Fund for equipment for construction-themed activities with children.

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