This map shows just some of the places where we have matched what our communities say they need with the funds to meet those needs.
Immigration detainees are among the most disadvantaged groups in the country. Many are young, vulnerable and a long way from home. Gatwick Detainees Welfare Group supports asylum seekers and other migrants detained at detention centres at Gatwick Airport. A grant from our Marit and Hans Rausing Fund helped to pay for detainee welfare, including phone cards.
The Sunbeam Swimming Club offers weekly sessions to people with learning and/or physical disabilities to swim socially or competitively together in Horsham. A grant from our William Reed Fund helped to pay for the hire of an extra lane at the pool.
W
Mid Sussex Horsham
Wo rth
Arun
Since City Angels began providing a ‘calming presence’ to the streets of Chichester on a Friday and alternate Saturday nights, local police tell them that ‘violent acts on a person’ figures have dropped by 82%. A grant from our Marit and Hans Rausing Fund will enable City Angels to increase its service in the city.
Perhaps surprisingly, Petworth is an area of rural deprivation and has limited social opportunities, other than the pub or church. Petworth Community Garden received a grant from our Comic Relief Large Grant Fund to offer ‘Learn and Grow’ community gardening sessions to local people, including those at risk of food poverty, and people with learning or other disabilities, in its wheelchair accessible garden.
Over 40,000 households in West Sussex are in fuel poverty. Arun & Chichester CAB received grants from our Surviving Winter Fund to distribute to people in their area struggling to meet their fuel bills and having to choose whether to ‘heat or eat’.
Adur
Brighton City Table Tennis Club provides role models to support the personal development of young people, to instill lifelong love of table tennis and to build a strong community. A grant from our William Alexander Fund helped to purchase three new table tennis tables, allowing the Club to expand its membership and the length of its sessions.
Rother
BEXHILL
PORTSLADE HOVE BRIGHTON
BRIGHTON & HOVE Research shows that loneliness is highest among women over 75, living on their own. “I was a real computerphobe,” says 80-year-old Ruth Colbourne, who attends weekly Getting on with IT sessions. “Now I do email, I’ve compared flight costs and shared pictures with family.” A grant from our West Sussex Grassroots Fund paid for the course tutor.
Hove Lunch Club provides a healthy and hot three-course meal for isolated older people, once a week. “We offer weekly social contact, the opportunity to play games and to listen to guest speakers,” says organiser Caroline Henderson. A grant from our Pargiter Trust Fund went towards transport costs for members and for a paid worker.
Over 900,000 people in the UK relied on a food bank at some point last year, often in places you wouldn’t expect needed one. Lewes Food Bank received a grant from our Lewes Fund to help replenish ongoing food supplies and basic essentials, such as toiletries. It supplies people with three days’ worth of emergency supplies, when referred by a GP, advice agency or JobCentre.
Lewes
g in
LITTLEHAMPTON
n e d l a e
EAST SUSSEX
WEST SUSSEX
Dfuse Citizens Training gives people the skills to deal with conflict, confrontation, aggression and antisocial behaviour wherever they encounter it: in the street, in the workplace, in the school, or in their own community. A grant from our Glenn and Phyllida Earle Fund will help fund the training of local people to defuse community conflict and antisocial behaviour.
Shine for Life offers equine assisted psychotherapy and learning to a wide range of clients, who interact with the horses in structured sessions. A grant from our Cullum Family Fund paid for subsidised sessions to local clients with no or on low incomes.
Crawley
The more deprived an area (across a number of indicators), the darker it is shaded on this map. More on the deprivation indicators can be found in our report Sussex Uncovered at www.sussexgiving.org.uk
Chichester
Mediation Plus helps adults and young people by offering a confidential, impartial and independent mediation service. A grant from our Marit and Hans Rausing Fund helped to pay for ‘Mediation Skills for Life’ workshops for adults across Wealden to provide them with new skills and understanding they can take away and use, and a further workshop for young people.
e n r Eastbou
Gladrags Community Costume Resource comprises over 5,000 costumes and other items and brings the magic of costumes to the community. A grant from our Marit and Hans Rausing Fund supported workshops for children.
Loneliness doesn’t just affect women. Men in Sheds meetings are held in a large version of a garden shed. Members pursue practical interests, mainly making a variety of items from reclaimed wood. They share skills and learn informally, in a companionable environment. A grant from our West Sussex Grassroots Fund paid for essential materials.
Exploring Senses delivers a range of innovative and creative events to engage children and young people, helping them learn new skills and perhaps build a future for themselves in the city’s thriving digital sector. A grant from our Marit and Hans Rausing Fund helped to offer CommuniToy, Robot Relays, and Codes For Kids activities across Brighton & Hove.
The Secret Garden Group is turning a hidden area of a local church’s grounds into an allotment and garden for the whole community to enjoy. A grant from our Southern Water Fund helped pay for the development of the pond, some wooden sleepers to build raised beds with disabled access and to develop metre-wide paths, also to enable disabled access.
Hastings
St Wilfrid’s Hospice provides skilled and compassionate care for patients with complex needs as they near the end of their lives. Nurses are involved in many aspects of this care from providing relief of symptoms to simply listening and empathising with the patient’s – and their family’s – fears. A grant from our Lisbet Rausing Fund contributed towards the cost of providing a nurse for six weeks.
Brighton & Hove has the highest rate of children with special needs in Sussex. However, it’s often down to parents to develop the services they need. Brighton Pebbles is one such parent-led support group. A grant from our Cullum Family, Rooney Foundation and Noel Bennett Funds supported their work, reducing the isolation experienced by many families.
The Seaview Project works with people who feel they are living on the edge of society and who believe that there is little hope for their future. A grant from our Marit and Hans Rausing Fund paid for additional intensive support to local people who are rough sleeping, homeless, or placed in crisis accommodation.
Music of our Time brings together local musicians with professional performers for contemporary classical music events. A grant from our Brighton & Hove Arts Fund supported the Sounds of War-Instruments of Peace 1914-2014 concerts to commemorate the First World War centenary and the 70th anniversary of D-Day.
To read more about the people and groups we fund, visit www.sussexgiving.org.uk Call us on 01273 409440
OUR THANKS Funds Aisbitt Family Fund American Express Fund Amy Hart Fund Arthur & Doreen Green Fund Arthur & Rosemary Kay Fund Arun Cat Fund Blagrave Trust Fund Boltini Fund Brenda Ford Fund Brighton & Hove Arts Fund Brighton & Hove Community Health Fund Brighton & Hove Grassroots Fund Carpenter Box Fund Comic Relief Fund Community First Endowment Fund Cragwood Fund Cullum Family Trust Fund Dame Elizabeth Nash Fund David and Karen Allam Fund Dexam Fund East Sussex Grassroots Fund East Sussex High Sheriff’s Fund Fangorn Fund Field Family Fund Fleming Family Fund Gatwick Diamond Business Challenge Fund Glenn and Phyllida Earle Fund Gurney Charitable Trust Fund Hastings Proactive Grant Project High Weald Fund Lewes & District Flood & Disaster Relief Fund Lewes Fund Leyden House Fund Lisbet Rausing Fund Little Cheyne Court Wind Farm Fund Localgiving.com Margaret Greenhough Fund Marit and Hans Rausing Fund Meads Fund Millicent Mather Fund Nick and Gill Wills Fund
Noel Bennett Fund Older & Bolder Fund Open Door Fund Pargiter Trust Fund Peel Family Fund Pegasus Fund Pro Bono Fund Rainbow Fund Rooney Foundation Fund Rye Fund ESCC Seedcorn Fund Southern Water Community Gardens Fund Surviving Winter Fund Sussex Police Community Cashback Fund West Sussex Grassroots Fund West Sussex High Sheriff’s Fund Westdene Fund Westoute Fund William Alexander Fund William Reed Fund Worthing & Adur Fund
Other supporters include Albert Van den Bergh Charitable Trust Ardington Hotel Bear Patrol Brighton & Hove City Council Brighton Pride CIC East Sussex County Council East Sussex Women of the Year 2013 Legends Miller Parris Mazars Office for Civil Society Quilter Cheviot The Ian Askew Charitable Trust Thomas Eggar UK Community Foundations West Sussex County Council Worthing & Adur Chamber of Commerce and many individual donors.
OUR PEOPLE Founder and Presidents Our Founder The Duke of Richmond and Gordon Joint Presidents Susan Pyper, Lord Lieutenant of West Sussex Peter Field, Lord Lieutenant of East Sussex
Trustees
Staff
David Allam, Chairman Elizabeth Bennett DL Consuelo Brooke Maggie Burgess Charles Drayson Jonica Fox Kathy Gore DL Neil Hart DL Keith Hollis Trevor James Steve Manwaring Michael Martin Richard Pearson John Peel OBE Humphrey Price Mike Simpkin OBE Pamela Stiles
Grants Administrator Adrian Barrott Programmes Manager Mary Carruthers Communications Manager Miranda Kemp Resources Manager Rex Mankelow Development Manager Janet Ormerod Chief Executive Kevin Richmond
Our advisers Registered auditors Knill James LLP Investment managers Sarasin & Partners LLP CCLA Investment Management Solicitors Thomas Eggar LLP
Contact us Sussex Community Foundation 15 Western Road, Lewes, East Sussex BN7 1RL 01273 409440 email: info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England / Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission
AT SUSSEX COMMUNITY FOUNDATION, WE BUILD STRONGER, MORE RESILIENT COMMUNITIES BY ADDRESSING DISADVANTAGE AND DEPRIVATION THROUGH OUR GRANT-MAKING. WE BELIEVE THAT LONGTERM CHANGE COMES FROM WITHIN A COMMUNITY AND WE PROVIDE GRANTS TO SUPPORT COMMUNITY AND VOLUNTARY ORGANISATIONS TO ACHIEVE THIS.
Local authorities must by law involve adults with autism when developing local adult autism services. At Asperger’s Voice Self-Advocacy Group meetings, people with Asperger syndrome can speak openly about their concerns and help influence the services offered by the local authority. A grant from our William Reed Fund helped towards the group’s core costs.
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71
ANNUAL REVIEW 2014
Sussex Community Foundation raises funds for and makes grants to local charities and community groups across East and West Sussex and Brighton & Hove.
WE’VE RAISED
£18m TO SUPPORT
VISIT OUR WEBSITE WWW.SUSSEXGIVING.ORG.UK
SUSSEX COMMUNITIES SINCE 2006 We manage funds of money on behalf of Sussex donors, connecting them to the communities that they want to support. We’ve given grants in partnership with those donors totalling £7.5 million to over 1,500 charities and community groups.
Sussex Community Foundation 15 Western Road Lewes East Sussex BN7 1RL
We are building an endowment fund for Sussex, currently worth £9 million, that will benefit our county for generations to come.
01273 409440 info@sussexgiving.org.uk www.sussexgiving.org.uk www.facebook.com/sussexgiving Twitter@SussexGiving
Registered charity No 1113226 / A company limited by guarantee No 5670692 / Registered in England Quality accredited by UK Community Foundations to standards endorsed by the Charity Commission Cover image by Kieron Pelling/www.compellingphotography.co.uk / Other images by www.jocripps.com & Shutterstock.com Design www.wave.coop / Printed by The Manor Group
CHIEF EXECUTIVE’S WELCOME
LOOKING AHEAD
WHAT WE’VE BEEN DOING… Researchers often talk about quantitative and qualitative data. In other words, how many of them were there and what were they like?
A milestone figure for us this year was our first £1 million donation. From an anonymous Sussex donor, this was matched by half through the Government’s Community First Endowment Challenge and, with Gift Aid added, our biggest single donation grew immediately to £1.75 million. All very impressive but behind the figures
lie the real people and their stories – the qualitative data, if you will, that let us measure the positive impact of our work. What makes Sussex Community Foundation unique for donors is our relationships with the community groups we fund. By listening to those charities and groups, we have developed a real understanding of what’s happening on the ground in Sussex and what those groups tell us they need. One of those groups is Brighton Pebbles (pictured), a parent-led group for children with disabilities and their families. The group actively welcomes families whose children have great difficulty accessing mainstream activities because of their autism and challenging behaviour. A grant from our Cullum Family and Rooney Foundation funds has enabled the group to rent office space and develop workshops for families. Our donors were
It is eight years since Sussex Community Foundation was formed. We now have an established track record as a friendly and flexible grant-maker who consistently delivers great opportunities for donors to maximise their charitable giving. It is now time for us to look at what we do in more to depth in order that our grant-making reflects accurately what local communities say they need.
keen to support smaller community organisations, particularly in Brighton & Hove, and to support children with disabilities and their families, respectively. We were happy to bring them together. By listening and working with our donors, we can help them maximise their philanthropic giving and help them deliver the community benefits they want their money to achieve, aligned with what those communities tell us they need. We are delighted that we are now the natural choice for Sussex donors who want to develop their local philanthropy at grassroots level. It’s what we’ve been working towards since 2006. You can read more on the opposite page about our plans to delve deeper and work more closely in North East Hastings to really help the people there tackle their own issues in the way they think is best.
We have completed an initial review of our grant-making and its purpose. Building on the findings of our Sussex Uncovered report, launched last autumn, and our consultations with partners across Sussex, we are developing a ‘mixed economy’ of grant-making. This means we will continue with our responsive grant-making programmes, where we award small grants to small community groups, alongside the development of a larger grants programme. In addition, we want to establish a programme of proactive grant-making that reflects our core belief that long-term solutions to disadvantage have to come from within the community. In addition, we plan to develop a grantgiving strategy for each donor who holds
TIMELINE 2013-14
KEY ACHIEVEMENTS £185,000
WE HOST FOUR SEMINARS FOR SUSSEX PROFESSIONAL ADVISORS ABOUT INHERITANCE TAX
GIVEN OUT IN GRANTS TO GROUPS SUCH AS ASPERGER’S VOICE IN CRAWLEY
WINEMAKER JONICA FOX JOINS OUR TRUSTEE BOARD
LAUNCH OF SURVIVING WINTER 2013 WHICH RAISES
£30,000 FOR PEOPLE IN SUSSEX LIVING IN FUEL POVERTY
£1 MILLION
DONATION! GIFT AID AND COMMUNITY FIRST MATCH FUNDING TURNED IT INTO
SEPTEMBER
OCTOBER
NOVEMBER
Sussex Uncovered showed that Hastings is the most deprived district in the South East of England and that, in its Baird and Tressell wards, 67% of children are growing up in poverty. We’ve spent a lot of time in Hastings this year, meeting various people and organisations, and have started to work in partnership with the Big Local. It’s a Big Lottery-funded initiative that will see 150 areas around England use at least a £1million ‘to make a massive and lasting difference to their communities’.
£158,267
GIVEN OUT IN GRANTS TO GROUPS SUCH AS SUNBEAM SWIMMING CLUB IN HORSHAM
£1.75 MILLION
LEYDEN HOUSE TRUST GIVES US
WINE TASTING AT PLUMPTON COLLEGE
FEBRUARY
£415,445
GIVEN OUT IN GRANTS TO GROUPS SUCH AS BRIGHTON PEBBLES
MARCH
APRIL
MAY
GIVEN OUT IN GRANTS TO GROUPS SUCH GETTING ON WITH IT FROM WORTHING
WE LAUNCH OUR REPORT SUSSEX UNCOVERED ON THE NEEDS OF SUSSEX
JUNE
THE MARQUESS AND MARCHIONESS OF ABERGAVENNY HOST A RECEPTION FOR US AT THEIR HOME, ERIDGE PARK
WE ARE QUALITY ACCREDITED FOR THE THIRD TIME BY OUR PARENT ORGANISATION
David Allam, Chairman, on behalf of the trustees of Sussex Community Foundation
Summary statement of financial activities for the year ended 31 March 2014 Restricted funds
Endowment funds
Total 2014
Total 2013
323,521
1,054,256
3,161,395
4,539,172
2,936,161
63,328
0
0
63,328
58,086
Net incoming resources available
260,193
1,054,256
3,161,395
4,475,844
2,878,075
Charitable activities Grants awarded Other direct charitable expenditure Governance costs
0 256,211 32,613
1,316,480 95,066 0
0 74,079 0
1,316,480 425,356 32,613
1,038,915 337,716 28,408
Total resources expended
352,152
1,411,546
74,079
1,837,777
1,463,125
0
241,267
-241,267
0
0
-28,631
-116,023
2,846,049
2,701,395
1,473,036
0
0
143,840
143,840
469,180
Net movement in funds
-28,631
-116,023
2,989,889
2,845,235
1,942,216
Fund balances at 1st April 2013
295,810
491,043
5,868,878
6,655,731
4,713,515
Fund balances at 31 March 2014
267,179
375,020
8,858,767
9,500,966
6,655,731
Resources expended Costs of generating donations and legacies
Transfers between funds Net incoming resources Gains/losses on investments
We want to use the North East Hastings project as a pilot for our developing proactive grant-making in partnership with a local community and to develop something we can roll out in other areas of Sussex. So, as we move forward, we are building on our strengths to support local people to make the positive changes in their communities that they want to make. We hope you will come with us on that journey.
JULY
AUGUST
WE MOVE TO OUR NEW OFFICES!
SEPTEMBER
OCTOBER
OVER 250 GUESTS JOIN US TO CELEBRATE SUSSEX GIVING AT WARNHAM PARK, HOME OF THE HIGH SHERIFF OF WEST SUSSEX, JONATHAN LUCAS, AND HIS WIFE CAROLINE
2014 £
2013 £
164 8,638,766
219 5,840,422
8,638,930
5,840,641
282,933 642,113
106,589 772,429
925,046
879,018
Creditors falling due within one year
-63,010
-63,928
Net current assets
862,036
815,090
Net assets
9,500,966
6,655,731
Represented by: Endowment fund
8,858,767
5,868,878
375,020 267,179
491,043 295,810
9,500,966
6,655,731
Fixed assets Tangible assets Investments
Current assets Debtors Cash at bank and in hand
Restricted funds: grant funds awaiting distribution General reserves – for core operating costs
WE HOST THE LATEST IN A SERIES OF PHILANTHROPY FELLOWSHIP EVENTS IN HASTINGS
At the heart of our work, we connect Sussex philanthropists to the small Sussex charities and community groups that those donors want to support. This year, 17 new funds have come on board, including the Amy Hart Fund, the Betty Grubb Fund, the Cragwood Fund, the Farngorn Fund, the Fleming Family Fund, the Gurney Fund, the Leyden House Fund, the Meads Fund, the Nick & Gill Wills Fund and the Westoute Fund. Thank you to all our current and new donors from the thousands of people across Sussex that you are supporting.
Balance sheet at 31 March 2014
Unrestricted funds Total incoming resources
The Big Local project that we are supporting will help four important community centres in North East Hastings become sustainable. The project will provide training and support for the trustees of the community centres, help them to develop business plans, and work together on a joint strategy between the centres. They will recruit apprentice managers from within the community, with training provided by Sussex Coast College and support
SUSSEX CVS PARTNERS JOIN US FOR THE FIRST TIME TO CONSIDER GRANT APPLICATIONS, PART OF ENSURING OUR GRANTS PROGRAMME IS ROBUST AND TRANSPARENT
OUR FINANCE This summary is extracted from the financial statements approved by the Board of Sussex Community Foundation on 22 July 2014. In order to gain a more complete understanding of our financial affairs, copies of the full statutory accounts, the unqualified auditors’ report and the trustees’ report are available from Sussex Community Foundation’s registered address.
£30,000
from a community development worker. The whole project will cost £60,000 per year over three years and a number of our donors have already enabled us to commit £30,000 each year for three years to the project which will be matched by the Big Lottery.
£173,549
OUR NEW WEBSITE GOES LIVE
£130,000
TO SUPPORT GROUPS HELPING PEOPLE WITH DISABILITIES
DECEMBER
OUR DONORS HAVE ALREADY PLEDGED TOWARDS THE PROJECT
FOR SUSSEX
JULY
GROWING UP IN POVERTY IN PARTS OF HASTINGS
BBC TV’S DAVID DIMBLEBY AND HIS WIFE BELINDA GILES HOST A RECEPTION FOR US AT THEIR HOME IN EAST SUSSEX
WE START TO DEVELOP NEW GRANTS STRATEGY TO INCLUDE LARGER GRANTS OVER LONGER PERIODS OF TIME
OUR FIRST
a named fund with us. This will help ensure that their charitable giving is helping meet the needs of communities they wish to support and address issues they particularly want to help tackle.
67% OF CHILDREN ARE
FOR EVERY £1 INVESTED IN FUNDRAISING WE RAISED £71
£1
We’ve arrived at some pretty big numbers this year: £7.5 million in grants given, £9 million raised for our endowment fund for Sussex, 3,000 grants given to over 1,500 charities and communities… all since our launch in 2006.
WHAT WE’RE DOING NEXT…
The Community First Endowment Challenge continues until March 2015 and the race is on to bag as much of the available money as possible for Sussex. If you want to know more, please email me at kevin.richmond@sussexgiving.org.uk
£71