ANNUAL REVIEW 2020/21 Well what a year that was! 2020-21 was a year in which everything changed and we were all reminded of the most important things in life. For many of us it was the hardest year of our lives, yet it was also the year in which we demonstrated our shared humanity and compassion like never before in living memory.
to be in a position to directly help those grassroots charities that are making a difference at the front line of our communities.
Throughout the 18 months since the start of the coronavirus pandemic we have been reminded in so many ways of the inequality in our society. While no one has been immune from its impact, the pandemic has been far worse for people who were already disadvantaged, those who live alone or in cramped accommodation and those whose jobs could not be done from home.
Looking ahead Sussex Community Foundation will continue to be a broad based local funder, supporting a vast range of local community action and helping our donors to support the causes they care about. We also want to take a lead in identifying urgent and critical issues affecting our communities.
As we hopefully start to climb out of this crisis in the autumn of 2021, we are starting to see what the longer term effects of the pandemic might be. Wages have not risen significantly but we are seeing signs of growing inflation, fuelled by supply chain and energy supply problems. As I write this, the government has since ended the £20 uplift per week for universal credit given during the pandemic, which will mean thousands of families will find themselves slipping further into debt every week. Many young adults have lost more than a year when they would normally be laying the foundations of future family and working lives. Children have had their education severely disrupted, many older people have been isolated or had to grieve alone for loved ones. Thousands of people have lost jobs and are worried about the prospect of finding new work – especially in areas like Crawley which are heavily dependent on travel for employment. But the great thing about being involved in a community foundation is that you don’t just have to worry about such problems – you can actually do something about them. It is a great privilege SUSSEX COMMUNITY FOUNDATION ANNUAL REVIEW 2020/21
Local charities have been the bedrock that has seen many of us through this challenging time, and they are also the visionaries that will help us to build a better world as we come out of it.
Addressing poverty and disadvantage and building strong communities have always been part of our DNA but increasingly we are realising that we can also achieve this by supporting charities that are addressing climate change or encouraging people to participate in arts, culture and sport. In the year ahead we have a strong commitment to ensuring we are reaching all parts of our community and promoting diversity, equity and inclusion in all our work. Thanks to your generous support, Sussex Community Foundation was able to provide more grant funding for inspiring local charities in 2020-21 than ever before. Through the Sussex Crisis Fund, and other emergency funds, we were able to provide immediate support to communities when it was most needed. Our job now is to convert this immediate response into long term, committed philanthropy so that we can continue to be there for those local charities who have seen us all through the last year and who will help us to build a better future in the years ahead. KEVIN RICHMOND CHIEF EXECUTIVE, SUSSEX COMMUNITY FOUNDATION NOVEMBER 2021
OUR PEOPLE April 2020 - March 2021 FOUNDER AND PRESIDENTS
AMBASSADORS
OUR ADVISORS
Founder
David Allam DL
The 10th Duke of Richmond and Gordon
Lady Emma Barnard DL
Knill James LLP Registered auditors
Charles Drayson
Joint Presidents Peter Field Lord Lieutenant of East Sussex Susan Pyper Lord Lieutenant of West Sussex
Jeremy Field
Sarasin & Partners LLP Investment managers
Diana Garnham
CCLA Investment Management
Kathy Gore OBE DL
Adams & Remers LLP Solicitors
Caroline Greenhalgh
Patron
Neil Hart DL
The 11th Duke of Richmond and Gordon
Georgina Hovey Davina Irwin-Clark
TRUSTEES
Trevor James
Andrew Baird
Caroline Lucas
Maggie Burgess
Jonathan Lucas
Rodney Buse
Maj Gen John Moore-Bick CBE DL
Julia Carrette
Caroline Nicholls DL
Guy Davison
Denise Patterson DL
Corinne Day
Graham Peters DL
Jonica Fox
Humphrey Price
Mebrak Ghebreweldi
Juliet Smith JP DL
Nikki Glover
Patricia Woolgar
David Hill Keith Hollis (Chair) Brian Mills Martin Roberts Mark Spofforth OBE Patrick Stevens Pamela Stiles
Crawley
Mid Sussex Wealden
Horsham
Chichester
Rother Lewes
Arun
Adur Worthing
Hastings Brighton & Hove
SUSSEX COMMUNITY FOUNDATION ANNUAL REVIEW 2020/21
Eastbourne
OUR FINANCE STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2021 INCOMING RESOURCES Total incoming and endowments
Unrestricted Restricted Endowment Total Total funds funds funds 2021 2020
601,798
4,262,156
196,091
96,161
0
0
5,060,045
3,968,122
EXPENDITURE ON: Raising funds
96,161 91,150
Charitable activities: 0
4,639,518
0
4,639,518 2,428,924
Other direct charitable expenditure
449,042
364,072
195,418
1,008,532 940,062
Total resources expended
545,203
5,003,590
195,418
5,744,211
3,460,136
0
0
4,690,814
4,690,814
(394,424)
56,595
(741,434)
4,691,487
4,006,648
113,562
0
0
4,002,392
4,006,648
113,562
Grants awarded
Net (loss)/gain on investments Net (outgoing)/incoming resources before transfers Gross transfers between funds Net movement in funds
0 56,595
689,095 (52,339)
(689,095)
Fund balances at 1 April 2020
450,277
2,330,167
20,680,044
23,460,488
23,346,926
Fund balances at 31 March 2021
506,872
2,277,828
24,682,436
27,467,136
23,460,458
The statements on this page are a summary of information extracted from the statutory financial statements and may not contain sufficient information to allow a full understanding of the financial affairs of Sussex Community Foundation. For further information the full statutory accounts, the unqualified auditors’ report on the accounts, and the trustees’ report dated 1st September 2021 should be consulted. Copies of these (which have been filed at the Charity Commission and the Registrar of Companies) can be obtained from the charity at 15 Western Road, Lewes, East Sussex, BN7 1RL. Keith Hollis Chairman On behalf of the trustees of Sussex Community Foundation 1st September 2021 SUSSEX COMMUNITY FOUNDATION ANNUAL REVIEW 2020/21
BALANCE SHEET AT 31 MARCH 2021
2021 2020 £ £
Fixed assets Tangible assets
722
961
Investments
24,242,812 20,162,164
24,243,534
20,163,125
Current assets Debtors Investments
384,952 400,190 0 0
Cash at bank and in hand
2,869,542
3,319,532
3,254,494
3,719,722
Creditors falling due within one year Net current assets Net assets
(30,892) (422,359) 3,223,602 3,297,363 27,467,136 23,460,488
Represented by: Endowment fund Restricted funds – grant funds awaiting distribution General reserves – for core operating costs
FOR EVERY £1 INVESTED IN FUNDRAISING, WE RAISED £53 SUSSEX COMMUNITY FOUNDATION ANNUAL REVIEW 2020/21
24,682,436
20,680,044
2,277,828
2,330,167
506,872
450,277
27,467,136
23,460,488
Report of the Auditors In our opinion the summary financial statements on this page are consistent with the full annual statutory financial statements for the period ended 31st March 2021 on which our opinion was unqualified. Knill James Chartered Accountants Registered Auditors One Bell Lane Lewes East Sussex
OUR THANKS We would be nothing without our fundholders, donors and supporters FUNDS* dur Relief Fund A Aisbitt Family Fund Albert Van den Bergh / Glover Fund Alex and William De Winton Trust Fund Alta Fund American Express Fund Amy Hart Fund Anjoli Stewart Fund ARDIS Fund Argus Appeal Fund Arthur & Doreen Green Fund Arthur & Doreen Green Property Fund Arthur & Rosemary Kay Fund Assheton-Smith Charitable Trust Fund Ayton Family Fund Azalea Fund B&H Legacy Fund - Children & Young People B&H Legacy Fund - Libraries Beechlands Fund Boltini Fund Brenda Ford Fund Brighton & Hove Arts Fund Brighton & Hove Fund Brighton Rock Fund Britton Family Fund Carpenter Box Fund Chris Smith Memorial Fund CJR Family Fund Co-operative Covid19 Fund Covid Winter Support Fund Cragwood Fund Crawley Cultural Fund Cullum Family Trust Fund Dame Elizabeth Nash Fund David & Karen Allam Fund DCMS/NET Coronavirus Fund Dexam Fund Dulverton Trust Fund East Brighton Trust Fund East Sussex High Sheriff’s Fund East Sussex Women of the Year Fund ESCC Coronavirus / Food Security Fund Fairfield Fund Fangorn Fund Field Family Fund Fleming Family Fund Frank and Lorna’s Fund Gatwick Foundation Fund
lebe Fund G Glenn & Phyllida Earle Fund Gurney Charitable Trust Fund Ian Askew Charitable Trust Fund Innes Fund Inspire Fund Isaac Ganas Fund Jim & Audrey Buttimer Fund John Laing Charitable Trust Fund Joyce Lomas Fund Kevin & Anne Richmond Fund Kim Addison Fund Knighton Fund Laing Fund Lawson Endowment for Sussex Lewes & District Flood & Disaster Relief Fund Lewes Fund Leyden House Fund Lisbet Rausing & Peter Baldwin End of Life Care Fund Little Cheyne Court Wind Farm Fund Lynn Foundation Fund Madeleine Fund Margaret Greenhough Fund Marit & Hans Rausing Fund Martin Family Fund Meads Fund Millicent Mather Fund Munday Family Fund Newhaven EZ Community Fund NET Coronavirus Fund Nick & Gill Wills Fund Nino Fund Noel Bennett Fund Open Door Fund Paddy Boyle Fund Peel Family Fund Pankhurst Fire Fund Pegasus Fund Price Family Fund Pro Bono Fund Purple Fund Rampion Fund Recovery Fund Rooney Foundation Fund Rye Capital Projects Fund Rye Fund Sachs Trust Fund Selits Fund Shoreham Air Show Fund
*at 31 March 2021
SUSSEX COMMUNITY FOUNDATION ANNUAL REVIEW 2020/21
ierra Gorda Fund S Surviving Winter Fund Sussex Crisis Fund Sussex Giving Fund Tracey Allen Memorial Fund Tulip Family Fund Welton Fund West Sussex High Sheriff’s Fund Westdene Fund Westoute Fund William Alexander Fund William Reed Fund Worthing & Adur Fund WSCC Sussex Crisis Fund
DONORS AND SUPPORTERS ldama Foundation A Chiltern Charitable Trust Consuelo and Anthony Brooke Charitable Trust Covers East Sussex County Council Eshcon Folkington Trust Friends of Sussex Community Foundation Goodwood Group Homity Trust Kings and Princes Trust National Emergencies Trust Pont Street Capital River Trust SGN Southern Water The Duke of Richmond & Gordon UK Community Foundations UK Power Networks West Sussex County Council ...and the huge number of generous donors to the Sussex Crisis Fund!
SPECIAL THANKS TO ndrew Blackman DL, High Sheriff of A East Sussex Dr Tim Fooks, High Sheriff of West Sussex Atiya Gourlay Davina Irwin-Clark Investment Solutions
OUR GRANTS
Thank you and welcome
TOTAL VALUE OF GRANTS AWARDED
£4,639,518
SIR PETER FIELD KCVO
GRANTS BY IMPACT CATEGORY TOTAL AWARDED Sussex Crisis Fund and other emergency funds
£2,953,534
Advance people’s physical and mental health, wellbeing and safety
£664,920
Improve life skills, education, employability and enterprise
£258,051
Promote reduction of isolation and disadvantage and access to local services
£242,843
Transform access to, and engagement with, the environment and public spaces
£227,243
Maximise ability to strengthen community cohesion and build social capacity
£175,471
Connect people with the arts, culture and heritage
£117,457
Sir Peter Field KCVO, retired as Lord Lieutenant of East Sussex in August 2021 after 13 years’ service in the role. At the same time, he stood down from the role of Joint President of Sussex Community Foundation. Sir Peter was a founding trustee and has always been a strong advocate for this charity and a source of wise advice throughout. We send our sincere thanks and wish him a very well earned rest.
MR ANDREW BLACKMAN We are delighted to announce that the new Lord Lieutenant of East Sussex, Mr Andrew Blackman has accepted our invitation to become our Joint President. Andrew has been an ambassador for the Foundation for some years so we are very much looking forward to working with him in his new role.
63.7%
Sussex Community Foundation 15 Western Road, Lewes, East Sussex BN7 1RL 01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk
2.5%
Company Limited by Guarantee No. 5670692 Registered in England and Wales Registered Charity 1113226
4.9%
14.3% 5.2%
5.6% Quality accredited by UK Community Foundations
SUSSEX COMMUNITY FOUNDATION ANNUAL REVIEW 2020/21
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3.8%