INVESTING IN A SHARED FUTURE INVESTING

campaign review 2005 - 2007

Contents

Campaign Summary 4

Ways to Give to the Campaign 5

Chair’s Report 6

Fundraising Campaign 10

Your Money at Work: 2005 - 2007 13

Table of Grants Made 16

Communications and Lobbying 17

Treasurer’s Report 20

Accounts 21

Income and Expenditure Charts 22

Map showing Location of Integrated Schools, September 2007 22

Who’s Who in the Campaign 23

Front Cover: Pupil from Hazelwood IPS This page: Easter parade at Roe Valley IPS

PAGE 3 campaign review 2005 - 2007

Campaign Summary

What is the Integrated What is the Campaign? Why is there a need for Education Fund? In response to parental demand the Campaign fi nancial support? The Integrated Education Fund (IEF) was was launched to increase the number of In Northern Ireland, Integrated schools are not established in 1992 to provide a fi nancial Integrated school places to 10% of the total started by government but by parents. Support foundation for the development and growth school population by 2008. To reach this is urgently needed to assist these courageous of Integrated Education in Northern Ireland. At target the IEF launched a major fundraising parents and their children to develop schools that time there were 18 established Integrated drive in 1998 to raise £10 million. for the whole community by expanding existing schools. In September 2007 there were 62 Integrated schools, supporting the transformation schools. Why is there a need for of non-Integrated schools to Integrated status or building new Integrated schools. The Fund seeks Initial funding for the IEF came from the Integrated Education? to pump-prime projects in order to secure full European Union Structural Funds, the The need for Integrated Education has arisen government support. In addition, the Fund wishes Department of Education Northern Ireland because the structure of society in Northern to support all schools, Integrated or not, which (DE), the Nuffi eld Foundation and the Joseph Ireland has developed along segregated lines want to offer their pupils opportunities to address Rowntree Charitable Trust. The IEF works - territorial, matrimonial, religious, political and and celebrate cultural and religious diversity. from its capital base but can also act as an economic. intermediary body to administer grants and Segregation has prevented the creation of donations on behalf of other outside funding a shared identity and has created division bodies. in recreation, housing, the media, sport and education. Segregation can rob children of What is Integrated Education? the chance to learn, play and make friends Integrated Education is about providing the with “the other side”. It fuels the myths, opportunity for the children of Northern prejudices and misconceptions that have led Ireland, Protestant or Catholic, of any religion to discrimination, confl ict and violence in or none, to be educated together, not apart. Northern Ireland’s society.

Integrated Education brings together, in each Change must surely start with the young, school, pupils, staff and governors from providing them with the chance to be both the Protestant and Catholic traditions educated together, learn to understand and in roughly equal numbers. It gives equal respect their differences, and recognise and recognition to and promotes equal expression value what they hold in common. Baroness May Blood visits Maine IPS of the two major traditions in Northern Ireland, encouraging the development of understanding and respect.

PAGE 4 campaign review 2005 - 2007

Ways to give to the Campaign

Direct Donations You can donate directly to the IEF by cheque or standing order, or via our on-line donations website at www.ief.org.uk. Cheques should be made payable to the Integrated Education Fund.

Gift Aid If you are a UK taxpayer making a personal donation to a charity, and you complete a Gift Aid Declaration Form, the government will give to the charity the basic rate of income tax which you have already paid on the money you are donating. Higher rate tax payers can themselves claim back from the Inland Revenue the difference between the higher rate and basic rate of tax on their gift.

Give As You Earn (GAYE) Payroll giving is another tax effi cient way to give. GAYE donations are deducted directly from your pay before tax.

Giving Stocks and Shares Should you decide to give to the IEF in the form of quoted shares, it is worth noting that this is exempt from Capital Gains Tax, which means that the IEF will benefi t fully from any profi t which has been made on the investment. Individuals can also claim Income Tax Relief on the market value of their shares. This double tax benefi t also applies to Unit Trusts and Open Ended Investment Companies (OEICs).

Legacies Anyone with personal assets may wish to plan to make a donation in the form of a legacy. A legacy can ensure that the benefi ts of your giving last far beyond your lifetime.

Legacies to charity are exempt from Inheritance Tax.

Ulidia IC Sixth Form students

PAGE 5 campaign review 2005 - 2007

Chair’s Report

Geraldine Tigchelaar OBE

I was privileged to be the Principal of a second The international funding body, Atlantic Growth – The Facts level school during its journey through the Philanthropies, has again demonstrated its In 1992, when the IEF was established, there transformation process and had observed commitment to Integrated Education by were 3,408 pupils attending 18 Integrated the work of the Integrated Education Fund providing the IEF with a fi nancial support schools. as an outsider for many years. After my package of £2.25 million which includes £1.07 retirement from school life the opportunity million for communications and lobbying By September 1998, 11,910 children had places in arose to join the IEF’s managing body, the over a 3 year period as well as support for 43 Integrated schools. the IEF’s core costs and a contribution to the Board of Trustees, and I took it – I have had By 2006/07, the ninth year of the Campaign, grant making programme, Supporting And no regrets. The Board, other volunteers and the number of Integrated schools had Developing Integrated Education (SADIE). staff work with great diligence and enthusiasm increased by 18 and the total number of pupils to support and develop Integrated Education By the end of the last fi nancial year, 31 March in Integrated schools had increased by over and provide opportunities for other schools to 2006, the Trustees were delighted to be 57% (6,821) from 11,910 to 18,731. work together in meaningful ways which allow able to say that donations plus investment And by September 2007 there were an understanding and trust to fl ourish. I became income had exceeded the £10 million target, estimated 19,000 pupils in 62 Integrated Chair of the Fund in January 2007 when David and this year an additional £2.350 million has schools. There could have been even more but Heyworth retired. been raised. The fundraising strategy works in because of insuffi cient places approximately tandem with the IEF’s strategy for growth so 750 children were turned away from Integrated that support is raised for those areas where Fundraising to Support Growth schools, (810 in 2006, 604 in 2005), and in many In addition to the IEF Board, there is a growth is possible. Campaign Executive which oversees the Major Gift Fundraising Campaign. David Montgomery is President of the Campaign and Baroness May Blood is the extremely able Campaign Chair. They lead teams of volunteers in London and Belfast whose dedication and expertise, together with the generosity and vision of our donors and supporters, have ensured the success of our fundraising campaign.

The IEF also receives support from around the world and is particularly grateful to the US administration for their continuing endorsement, which is of tremendous benefi t to the Integrated Education Movement, and to The Ireland Funds in America, Canada and Australia. Adrian Dunbar at the offi cial opening of Clogher Valley IPS

PAGE 6 campaign review 2005 - 2007

areas there is no Integrated provision at all - this is simply not acceptable.

It is hoped that the vision of parents, the implementation of the reviews of education, and the continued investment by the IEF will mean that the target of increasing the number of Integrated school places to 10% will be reached in the next few years but the IEF’s strategy for growth, implemented through its grant making programmes, has to be fl exible.

Grant Making Since the launch of the Development Plan in 1998 the IEF has made grants of over £10 million, of which over £3 million was in the period 2005 – 2007.

The over-arching aim of one of the current grant making programmes, Supporting And Developing Integrated Education (SADIE) which was launched in September 2005, is to increase the number of Integrated school places available in Northern Ireland and by September 07 there were over 60 projects with a commitment of almost £1.25 million.

As well as grant making programmes, the IEF also administers restricted donations received for specifi c purposes and in 2006/07 several of these types of project were successfully completed. Maine IPS was one of the schools supported by Jack and Jackie McDonnell of The American Ireland Fund and the McDonnell Pre- school there has been named in their honour.

Opening day at Rowallane IC PAGE 7 campaign review 2005 - 2007

Understanding and Respect for management types, both Integrated and attitudes, although this continues to be an Diversity non-Integrated, across Northern Ireland. uphill struggle given the strength of vested Encouraged by the work of schools to interests. In the year 2000, inspired by the Good Friday increase their understanding, acceptance Agreement of 1998, and the Department and respect for diversity the IEF has renewed of Education’s initiative, ‘Towards a Culture The Need for Financial the programme and renamed it Promoting A of Tolerance: Integrating Education’, the Reserves Culture of Trust (PACT). IEF launched the grant making programme Against the continuing uncertainty over Promoting A Culture of Tolerance. the future in terms of how (and when) the Communications and Lobbying recommendations of current government The IEF is delighted to have been A communications and lobbying project has reviews of education and administration will able to support projects in been designed to enable the IEF and impact on the educational landscape, the IEF schools of different the Northern Ireland Council has been considering the current and possible levels and for Integrated Education future fi nancial needs of Integrated schools, (NICIE) to become more including the fi nancial risks the Fund may proactive in marketing have to face. A reserves policy has been put and lobbying for the in place, which is regularly reviewed, to build Integrated Movement up a capital base and stabilize the resources and keep the need available for grant making, thus facilitating long for more Integrated term planning for growth. school places in The capital base also enables the Fund to the public eye. provide fi nancial guarantees for new young Funding for this schools during that crucial period when work was received parents are asked to commit to a school which from Atlantic has only been given Conditional Approval Philanthropies leading by the Department of Education (DE) – IEF to the formation of guarantees provide the funding to secure the a Communications site, put up the buildings and recruit the staff, And Lobbying (CAL) ready for the school’s fi rst day. Team with the fi rst staff appointed in June 2005. External Evaluation Due to the lack of political movement in recent years and Separate external evaluations of grant making the opportunities now presented and fundraising are regularly carried out by by the return of locally elected evaluators selected according to their area government, this investment of expertise. The evaluations provide a very in communications and useful, objective assessment of the Fund’s lobbying is vital to work, as well as feedback from the end- raise awareness users of the grant programmes and those and change involved in the fundraising campaign. Perhaps most importantly, the evaluators also make recommendations on how the IEF could become more effective and effi cient.

Challenges to be faced Radical changes are continuing throughout all areas of public life in Northern Ireland as a result of the Review of Public Administration (RPA), launched in June 2002 by the Northern Ireland Executive with the ultimate aim of revitalising Year 8 student at Rowallane IC makes the most of being at school PAGE 8 campaign review 2005 - 2007

current structures or replacing them with a Department of Education decisions regarding supporters of Integrated Education locally, new, more accountable public sector. The Integrated schools. Downsizing of the schools’ nationally and internationally, the IEF’s strategy, RPA looked at over 150 bodies, including the estate has already begun, to a certain extent, broadly speaking, will be to secure project 26 district councils, the Health and Social but area based planning would seem to be the funding on behalf of Integrated schools and Services Boards and Trusts, the fi ve Education key to how this will be fully implemented. At groups at a level to encourage growth and and Library Boards and about 100 other public the suggestion of a consultancy group from development. In addition, the strategy must bodies, and concluded in March 2006. Laing O’Rourke, the Integrated Movement has give fi nancial security for the Fund’s future The development of Integrated schools, accessed a geographical information system work and establish further smaller grant communications and lobbying, fundraising – all as a management tool to provide detailed programmes which will be sustainable through areas of our work are being impacted upon. information, at various levels, on all schools to interest on reserves. help with strategic planning. The support of Under the RPA, a new Education and Skills The IEF will continue to make all reasonable the Housing Executive in this work has been Authority is being established to focus on efforts to foresee changes in the educational greatly appreciated. the operational delivery of educational and political landscape that might impact upon services, bringing together all the direct The IEF’s current 10 year Development Plan schools and make suitable adaptations to its support functions currently undertaken by the comes to an end in 2008 and, alongside the activities whenever appropriate. The key for Education and Library Boards, the Council for continuing work involved in the current grant the coming months will be the fl exibility to the Curriculum Examinations and Assessment making programmes and fundraising campaign, recognise and seize all opportunities as they and the Regional Training Unit. It will also the IEF is also looking ahead and work is arise, whilst staying true to the aim of the be involved in the strategic planning of the already underway to develop a strategic Fund – to provide a fi nancial foundation for schools’ estate and be the sole employing framework for the period 2008 – 2013. In the the development and growth of Integrated authority for teachers and support staff. The long term, through a high level network of Education in Northern Ireland. Department of Education will continue to be responsible for education policy and strategy as well as taking on front-line and related functions currently carried out by the Council for Catholic Maintained Schools, NICIE and Comhairle na Gaelscolaiochta.

There will still be some support provided on a sectoral basis but it is not yet clear what form this will take. In due course there is likely to be an Educational Advisory Forum offering representatives from the education sectors the opportunity to discuss and consult on future policy, and providing a direct link between the sectors and the Department. The full implications of the recommendations of the review, how these will be implemented, and what the timescale will be are still not entirely clear.

In addition to the RPA, an Independent Strategic Review of Education has been undertaken by Sir George Bain which focused specifi cally on the economic issues facing education provision, particularly the high number of surplus school places all over Northern Ireland which are already affecting First class performance by Ulidia IC students at Christmas Reception

PAGE 9 campaign review 2005 - 2007

Fundraising Campaign

Paul Caskey, Campaign Director

Since the launch of the IEF Campaign in Campaign Leadership David Montgomery, our Campaign President, 1998 more than £13 million has been secured remains, as always, a committed ambassador for Baroness May Blood MBE continues to lead the by fundraising to support the growth and the cause and despite increased international Fundraising Campaign with great dedication development of Integrated Education. The business commitments, continues to work to and has been at the centre of all our major success of the Fundraising Campaign would advance the Campaign wherever and whenever not have been possible without the continued achievements in recent years. As Campaign opportunities arise. support of our donors and advocates and Chair, May has attended events and meetings the dedication and hard work of our many all over the world to increase our fundraising Northern Ireland Team volunteers, trustees and staff. In raising the £13 capacity and infl uence. The IEF has been able During 2006/07, the Northern Ireland Team million, the Fund was successful in developing to recognise and honour May’s contribution - David Mackey, Adele Cross and Lady Stella relationships across key areas - individuals through a specially commissioned portrait of Empey - helped to raise £344,977 for the and businesses, other trusts and foundations, her by the renowned local artist, Nicola Russell. Campaign, supported executively by Brian Small, the Department of Education, the Atlantic The portrait was unveiled in March 2007 at a the NI Fundraising Manager. In June 2007, Gerald Philanthropies and the worldwide Ireland Funds. reception in Hillsborough Castle. Steinberg joined the Team as Chair and Gerald looks forward to helping to further strengthen our support ‘at home’. Several signifi cant events have been held involving key supporters and we are indebted to them for their help and assistance. In the Republic of Ireland there was a luncheon at the Merrion Hotel in Dublin with Ronnie Foreman in December 2005 as well as a reception at US Ambassador Foley’s residence in Phoenix Park in November 2006. In Northern Ireland, luncheons have been held at the Ulster Bank in Belfast as well as Lord Rathcavan’s residence near Broughshane. In November 2006, the Belfast Harbour Commission kindly hosted an event at their offi ces for over 120 guests to celebrate the 25th Anniversary of Integrated Education. In April 2007, the IEF was honoured to be James Nicholson, Nicola Russell and chosen by James Nicholson Wine Merchant Baroness May Blood at the launch of as one of the charities they will support the Reach Wine during the year. The IEF will benefi t

PAGE 10 campaign review 2005 - 2007

from the sale of a special limited edition ‘Reach supported by Delta Packaging and the whole tribute was paid to one of the chief architects Wine’ with labels featuring the beautiful artwork event sponsored by Killultagh Companies. of the Good Friday Agreement, the late Mo of Nicola Russell. In June 2007 Garden Show Mowlam, when a new educational facility At Christmas time, many friends and Ireland once again featured the outstanding work at Oakwood Integrated Primary School was supporters have been able to gather at our of Integrated Primary Schools with thanks going named after her. The centre, affectionately annual ‘Get-Together’, with the last two years to organiser Claire Faulkner and sponsor Delta known as ‘the Mo’, is for children with special being generously sponsored by long standing Packaging. educational needs as well as a resource library, supporters, Terry and Adele Cross at the and was funded by the Department of Foreign In September 2006 and 2007, the Northern headquarters of Delta Packaging. Affairs in Dublin, the Durkan Group and Jack and Ireland and Great Britain Teams combined to raise Jackie McDonnell of the American Ireland Fund. over £85,000 net profi t for the Fund through the Great Britain Team Mo was a passionate and robust supporter of Frank Carson Celebrity Golf Classics. The 2007 It has been a very eventful time for the Campaign integrated education and believed that it was an event celebrated Frank’s 80th Birthday and was Team in Great Britain, chaired by David Cooke integral part of the peace process. attended by a host of celebrities and friends from and supported by fellow volunteers Kathi Scott, throughout the UK and Ireland. It was a cracker! One of the people inspired by Mo’s support Rachel Hannon, Gerry Milligan, Tony Carson and for the Integrated Education Fund was A regular feature on the fundraising calendar now Michael Meade. During 2006/07 the Team helped Ray O’Rourke. Ray has raised over £1 is the IEF Down Royal Race Day at the end of to raise £263,080 for the Campaign, supported million for the Campaign through August. The inaugural event in 2006 was hosted executively by Paul Caskey, the Campaign the involvement of his company by George Jones of U105 and attended by over Director. Laing O’Rourke. In addition he 140 guests. Nicola Russell generously donated a Key enlistment events have included private provided a signifi cant major piece of artwork for silent auction, helping dinners and receptions at Clifford Chance, piece of free the Fund to raise The Man Group, Allen and Overy, Investcorp, consultancy to £17,000 net House of Commons, House of Lords, the Lord the Campaign profi t from Chancellor’s residence and the US Ambassador courtesy of the day. In Tuttle’s residence in Hyde Park as well as the Irish his ‘Young 2007, the Consulate in Edinburgh. Guns’ broadcaster Gerry initiative Kelly was our host Just days before utilising some for the event, with the restoration of the the silent auction of a devolved being Assembly at Stormont,

Frank Carson, Sir Norman Wisdom and Lawrie Sanchez get in the swing

PAGE 11 campaign review 2005 - 2007

best young talent in the company. This work has informed the Integrated Movement as we continue to lobby for change and has proved very timely in light of the Independent Strategic Review of Education by Professor George Bain. We are delighted that Laing O’Rourke has decided to support the IEF for a further fi ve years. The economics of Integrated Education is also the subject of a book recently completed by Team member, Tony Carson, from an international economic perspective. Entitled ‘Integrate to Accumulate’ and based on economic, as well as social and moral reasoning, the book will be a useful tool in terms of lobbying government for change. David Montgomery, Ray O’Rourke, Ambassador Dáithí O’Ceallaigh and International Fundraising Baroness May Blood at the Irish Embassy We continue to promote the work of Integrated A trip to Washington to lend our support and The American Ireland Fund has directed Education, and seek funds, from outside Great appreciation to Jack and Jackie McDonnell signifi cant fi nancial support to key projects in Britain and Ireland and have a close relationship followed in March 2006 when Jack was being 2006/07, including the new American Ireland with the worldwide Ireland Funds. honoured for his support for Integrated Education Fund Pre-School and After-School at Oakwood IPS, and glittering gala events have taken place in In the US, Kevin and Brinda Curley have continued by receiving an award at the American Ireland Fund New York, Boston and Palm Beach in support of to generously support the Fund, in particular St Patrick’s Day Gala. Jack and Jackie have recently Oakwood and Rowallane. The IEF was delighted Cranmore Integrated Primary School, through the supported major projects at Lir and Clogher to welcome the Ireland Funds to both these Shamrock Shoot-Out Golf Tournament in Dallas. Valley Integrated Primary Schools, in Ballycastle schools in June 2007. In January 2006, the Curleys held a reception and Fivemiletown, as well as Rowallane Integrated for Baroness Blood following her entry into the College which is temporarily located in Belfast The Ireland Funds are committed to Integrated distinguished Philanthropy Hall of Fame. before its intended move to the Crossgar area. Education throughout their worldwide network and of course we were delighted to have the continued support of the Sir Warwick Fairfax Trust and the Australian Ireland Fund for a number of projects. Executive Director, Teresa Keating, was in Belfast in June 2007 to see the work of Rowallane IC at fi rst hand.

Future Plans The continued growth of Integrated Education will undoubtedly require the support of fundraising for some time to come. We deeply value the support of our donors and friends. We, like them, strive for the day that the IEF can become redundant and the parental demand for Integrated Education can be met by local government. Our new strategy for 2008-2013 will be aiming to bring that day closer and we hope you can continue to play a vital part.

Jack and Jackie McDonnell of The Ireland Funds visit the new facilities at Oakwood IPS

PAGE 12 campaign review 2005 - 2007

Your Money at Work 2005-2007 Tina Merron, Chief Executive

Since the launch of the Development Plan Minister found that, even by the age of three, been supported in this way. In established in 1998 the IEF has made grants of over £10 children were already internalizing a preference schools, additional staff may be required if million, of which over £3 million was in the and predisposition for those events and a school needs to start an extra class, for period 2005 – 2007. (See Page 16, Table of symbols associated with their own community example for double enrolments, as it may be Grants Made.) These grants have been made – these then formed the basis upon which some time before suffi cient numbers are built using funds generously donated by individuals some children progressively came to develop up to qualify for additional teacher salaries and businesses, as well as other trusts and negative attitudes and prejudices about those from government. foundations and I would like to take this from the other community1. Integrated pre- Grants from the IEF can also be used to help opportunity to thank them all. schools encourage children, from the age of bridge any gaps in awareness between a school three, to explore and experience a range of and its local community, helping schools to different cultural practices, events and symbols Supporting And Developing inform parents about the existence of an and to appreciate and respect difference and Integrated Education (SADIE) Integrated option in their area. In order to support Integrated schools and cultural diversity. In the last two years, funding secured by the IEF has been used to start c) Second Level Schools and Sixth Form groups, funds are needed at various stages of Provision – 13 colleges supported four more new pre-school units at Integrated their development, either before government Capital and recurrent grants helped ensure primary schools, two of which, at Oakwood funding becomes available or if government adequate accommodation and staffi ng for and Millennium, are now completed. funding has been refused. SADIE is the current some sixth form provision, which many main programme providing grants to meet the b) Primary Schools – Funding for 29 colleges consider vital to their continued primary schools needs of the growing Integrated Movement growth. Support is also available for School budgets for teaching salaries are based and increase the number of Integrated places colleges to investigate the possibility of on pupil numbers, and there can often be a available in Existing Schools, Transforming Sixth Form provision, for example Priory IC gap between the government funding which Schools and New Build Schools as well as in Holywood. Nine colleges received other a school in the early stages of growth receives funding relevant research. grants, for example to help with marketing and the funding it may actually need – a grant 1. Existing Schools and awareness raising and, in recent years, the from the IEF can bridge the gap. For example, Government funding is not always available Fund has provided additional support to those a new Integrated Primary School may only from Day One for playgroups, nurseries and colleges close to the catchment areas of new have suffi cient funds to employ a teaching sixth form provision in Integrated schools. Integrated colleges, for example Shimna IC was Principal, yet, if the school is to grow, the given a grant to start a bus route which is now a) Pre-School Education – 4 new pre-schools Principal must be free to deal with the heavy secured through government funding. Integrated pre-school education is vital workload of planning and developing a new because young children absorb the attitudes school, recruiting staff, increasing enrolments, 2. Transforming Schools – Financial support for 4 transforming schools of adults in their community and, as children supporting governors etc – funding from Transformation is a process whereby existing grow older, attitudes become core values that the IEF can provide additional resources to non-Integrated schools may choose to infl uence their actions throughout life and can release the Principal for this work. Schools transform to Integrated status. Parents perpetuate confl icts. Research funded by the such as Maine IPS in Randalstown (£32,000) of a school that wishes to transform are Offi ce of the First Minister and Deputy First and Drumlins IPS (£47,000) in Ballynahinch have

1 - Paul Connolly and Julie Healy, 2004 PAGE 13 campaign review 2005 - 2007

balloted and, if the majority are in favour, (Rowandale) and Fivemiletown (Clogher Valley), receive full government funding, are amongst the transformation process begins, following and an Integrated college on the outskirts of the most over-subscribed schools. guidelines laid down by DE. To consolidate the Belfast (Rowallane). The IEF is currently funding In the past, the Fund took the risk of process of transformation, schools will incur new parents’ groups in four other areas. supporting fi ve new schools which started costs in raising awareness and communicating b) Conditionally Approved Schools out as independent schools. The schools’ the process to all stakeholders. Transforming – Guarantees totaling £200,000 need for fi nancial support arose because, for an existing ethos to one that truly refl ects both • Financial Guarantees example DE policy changes occurred in the of the main communities and traditions is a Once a Development Proposal for a new middle of the planning period, or the school challenging process and the DE has provided school is submitted to DE, and DE Conditional was unable to secure a site. In 2004 Lir IPS the IEF with matched funding to support Approval is received, the IEF is usually asked to in Ballycastle was one of the schools to be schools such as Crumlin IC (£45,000) and carry the risks involved by providing a fi nancial denied government funding, and the school Ballycastle IPS (£30,000) during the early stages guarantee in the region of £250,000 for a was again refused support in 2005; however of their transformation journey. primary school, and £500,000 for a second the parents of Ballycastle Primary School chose to transform their school to Integrated status Transformation can often bring about an level school ie the IEF is asked to underwrite and provide the area with Integrated provision. increase in enrolments as the school opens the costs in case the school should not meet Two Integrated schools in the area could not itself fully to families from all communities and DE criteria and receive full approval. This be supported and Lir closed in June 2006 with this was the case at Glencraig IPS where the guarantee provides the fl edgling school with 25 out of the 28 pupils moving to the new cost of an additional teacher was required until the security it needs and gives parents who Ballycastle IPS in September 2006. The Fund government funding followed the increased enrol their children in a proposed school has continued to provide support through its numbers. the confi dence that it will open. The Fund Transformation grant to Ballycastle. provided a fi nancial guarantee for one new 3. New-Build Schools school which opened in September 2007, In January 2006 the government failed to Financial support can be required at various Rowandale IPS - happily this school met their support three schools due to the number points during the development of new-build conditions for approval and the guarantee was of surplus places in existing non-Integrated Integrated schools. not called in. schools. The IEF recognises the need for DE to develop a long term strategy for education and a) Parents’ Groups – Support for 7 more groups • Capital Costs for New-Build Schools – 6 the need to manage the schools’ estate in light Integrated schools are established because primary schools and 1 college supported of any surplus places, however surplus places in groups of parents who want an Integrated New Integrated schools do not receive capital non-Integrated schools should not be used as Education for their children are prepared to funding from DE until they have proved their a veto by the government to stop the growth work together to make this a reality. The viability which can take two to three years, of Integrated Education. As a result, the IEF fi nancial burden for these groups is alleviated so £1.984 million is set aside by the IEF as a has challenged the government’s decision and by ‘start-up’ grants from the IEF. Existing non- cash-backed guarantee so that bank loans of funded two of the schools independently. Integrated schools in the area are approached up to £20 million can be taken out by NICIE Clogher Valley IPS and Rowallane IC opened to fi nd out if any wish to consider transforming to purchase sites for new schools and provide in September 2006. The costs of the schools to Integrated status. If transformation is not an accommodation – this year 6 new primary in the fi rst year was over £800,000 and in option, then the parents’ group works toward schools and one college were supported in this the second year the estimate is for over £1.2 establishing a new-build Integrated school. way. million. Funding is required mainly for marketing costs c) Independent Schools – 4. Research – such as leafl et drops, advertising and events Clogher Valley IPS and Rowallane IC report produced on 1 research study to help raise awareness - these parents must Integrated schools which do not meet the An IEF funded research project carried out convince others of their vision. Starting criteria laid down by DE will not receive by Foyle Trust for Integrated Education into primary school for the fi rst time, or transferring government funding and the IEF will endeavour schools around the world which are run jointly to second level school, are key moments in any to fund their recurrent and capital costs by the Catholic and Protestant churches was child’s education and for parents to choose to including transport for the children, teacher completed in the spring of 2007. The Trust enrol their children in a school that only exists salaries, heating and so on. This is necessary has now produced the fi rst International as a dream, with no tangible building or site, until DE approves the school. These are not Directory of Joint Protestant-Roman Catholic and no staff yet employed, requires a huge leap loans and are not recovered by the Fund. Schools, Colleges and Universities describing of faith which should never be underestimated. Despite the Fund taking huge fi nancial risks, no the experiences of these schools in a world Since 2005, parents’ groups have developed school has ever failed. Moreover, those which of signifi cant inter-community, inter-faith and new Integrated primary schools in Moira fi rst opened as independent schools, and now inter-ethnic division.

PAGE 14 campaign review 2005 - 2007

Glencraig IPS and St Michael’s PS make PACT

Promoting a Culture of Trust schools in the Newtownabbey area to explore programme has now been altered to align it (PACT) sharing through a music project. The Sydenham with the school year. Also, a booklet, PACT Infants Primary School used workshops for – A Guide to Working Together Effectively, The Promoting A Culture of Trust (PACT) grant parents and teachers to address the attitudinal documents for future advice and guidance making programme, open to all schools in and interpersonal skills needed to facilitate some of the outstanding examples of good Northern Ireland, both Integrated and non- cross community work. St Brigid’s Primary practice encountered over previous rounds of Integrated, is for projects which encourage School facilitated cross community work and the programme. those from different cultures and traditions to play through their ‘Fair Play’ project in which understand and respect their differences and The SADIE programme underwent its fi rst pupils from St Brigid’s and the local controlled recognise and appreciate that which they hold external evaluation in the Autumn of 2006. primary school came together to learn about, in common. The IEF gratefully received funding The evaluator reviewed the progress and early discuss and participate in a number of sporting for the programme from the Northern Ireland impacts of a sizeable sample of projects and activities traditionally associated with either Fund for Reconciliation from 2000 until 2007, noted that the programme is a well-structured the Catholic or Protestant culture. Panarts, an and also from the Department of Education initiative with the potential to deliver organisation which has, since 1992, developed from 2006. signifi cant impacts for the Movement, both in a variety of innovative cultural diversity terms of consolidation and growth. Between 2000 and 2007 over £413,044 programmes and events using different art had been committed in grants to over 129 forms, facilitated the ‘Learn About Us’ project The Communications and Lobbying project projects involving more than 280 schools for two schools of different management also warrants an annual external evaluation and organisations. These projects generally types in Belfast, enabling pupils to explore and specifi cally of that project because of the involve two local schools coming together, address issues of identity including cultural level of funding committed to it and its fi rst a Maintained School, usually Catholic, and a heritage and traditions through music, the arts, evaluation also took place in the Autumn Controlled School, usually Protestant, to work history and culture. of 2006. The evaluator noted that the CAL on a project. Many schools continue their project has proven to be highly effective in relationship with each other after the life of External Evaluation raising the profi le of Integrated Education the project. Projects suitable for children through the press and media. (See page 17, As a new round of PACT takes place each at every stage of their school life have been Communications and Lobbying) academic year, the programme is evaluated on supported. For example, Rostulla engaged an annual basis. As a result of the evaluator’s with seven other Special and post primary recommendations the timeframe for the

PAGE 15 campaign review 2005 - 2007

Table of Grants Grants awarded during the Campaign - Made April 1998 to March 2007

Grants to Integrated Schools Total e) above £10k and below £20k Erne IC a) Over £1m New Bridge IC Strangford IC 1,056,471 Drumragh IC Slemish IC b) above £100k and below £1m Carhill IPS Rowallane IC Oakgrove IC Ulidia IC Phoenix IPS Hazelwood IPS Roe Valley IPS Maine IPS Groarty IPS 132,105 Lough View IPS Forge IPS e) above £1k and below £10k Cranmore IPS Groomsport IPS Glencraig IPS Kindle IPS Malone IC Millennium IPS Round Tower IPS Clogher Valley IPS Annsborough IPS Oakwood IPS Bangor Central IPS Shimna IC Kilbroney IPS Lir IPS 5,310,936 Rathenraw IPS Saints & Scholars IPS c) above £50k and below £100k Windmill IPS Drumlins IPS Oakgrove IPS 43,411 Portaferry IPS Priory IC Sub total 7,664,807 Hazelwood IC All Childrens IPS Other organisations supporting Kircubbin IPS integrated education Omagh IPS a) Over £1m North Coast IC Northern Ireland Council for Integrated Sperrin IC 629,191 Education including Communications And Lobbying project. 1,751,301 d) above £20k and below £50k Armagh IC b) above £20k and below £50k 16 Parents Groups Down Academy IC Research into Integrated Education 266,646 Carnlough IPS Fort Hill IC c) above £10k and below £20k Lagan IC Western Area Trust for Integrated Education Glengormley IPS All Children Together 56,889 Mill Strand IPS Portadown IPS Other organisations and schools Crumlin IC a) PACT Grants above £1k and Brownlow IC below £20k 402,488 Corran IPS b) other grants below £10k 10,413 Dungannon IC Enniskillen IPS IPS - Integrated Primary School Spires IPS 492,693 TOTAL 10,152,544 IC - Integrated College

PAGE 16 campaign review 2005 - 2007

Communications and Lobbying

Deborah Girvan, Communications and Lobbying Manager

The strategic objectives for the with the JCC, an annual external evaluation is Transformation Communications and Lobbying project, as carried out. The evaluator recommended the In the past two years 21 schools have explored agreed by the IEF and NICIE, are: appointment of an independent JCC chairman the option of transforming to Integrated and from September 2007 this role has been • To increase the integrated education status; many of these have gone on to hold taken on by Jane Morrice who has extensive school population from 5.3% to 10% by parental ballots as part of the process. Crumlin experience in the fi elds of both lobbying and 2008 High School, Ballycastle High School and Tyrella communications. (now Kindle) Primary School all received DE • To increase sharing and collaboration within approval and have transformed to Integrated and between Northern Ireland schools Going for Growth status. Suffolk Primary School in Belfast had a • NICIE and the IEF to be recognised by The CAL Team has supported parents’ groups 100% vote for transformation in July 2007 and Government as key strategic partners in to provide three new-build Integrated three more schools will be holding their ballots the changing educational landscape schools – Clogher Valley and Rowandale in Autumn 2007. Integrated Primary Schools and Rowallane A Joint Communications Committee (JCC) As well as welcoming so many new Integrated Integrated College and has been instrumental comprising the Chief Executives of NICIE and schools, we also sadly had to say goodbye to in helping three new parents’ groups to the IEF and two members from each Board Groomsport Primary, which had applied for become established in Limavady, Antrim and monitors the progress of the strategy. In Integrated status and was closed in June 2007 Ballymoney. addition to quarterly accountability meetings due to falling enrolments in the area.

The Department of Education turned down transformation development proposals from three primary schools - Knockbreda (Belfast), Conlig (Newtownards) and Collone (Armagh). Schools which have been turned down have the option of applying again.

Policy A consistent and determined engagement with government policy and decision makers has included written responses to consultations such as A Shared Future and the follow up Triennial Action Plan, the Review of Public Administration, Independent Strategic Review of Education (Bain), Sustainable Schools Policy, Post-Primary Review, RE Syllabus, Entitled to Education Minister Catriona Ruane Succeed Programme, the Belfast Education visits Priory IC and Library Board’s Building Schools for the

PAGE 17 campaign review 2005 - 2007

Education Ministers, Angela Smith and Maria Eagle ensured that the concerns and issues surrounding Integrated Education were heard.

In Northern Ireland, engaging with our local politicians has been a high priority with regular briefi ngs and meetings with all political parties, presenting to the Education Committee at Stormont, raising Parliamentary Questions, and attending the political party conferences. In February 2007, we organised a First Time Voters’ event at Lagan College in the run up to the March elections. This was attended by 200 fi fth and sixth-formers from Integrated schools who had an opportunity to grill six Students ask the tough questions of politicians local politicians from the main political parties. This was swiftly followed by a lobbying Future, English as an Additional Language, and Integrated Education both in political circles training event in May 2007 for senior staff and the Draft Programme for Government. As a and the media. In the past two years, the team governors of the Integrated schools at the result of this approach the principle of sharing has made a concentrated effort to increase Long Gallery in Stormont. over separation has been placed at the core of the number of politicians visiting Integrated education policy. schools to see integration in practice and over 100 visits by local MLAs, Westminster MPs, RoI Media Although Sir George Bain described Integrated politicians and US dignitaries have taken place. It is vital to maintain a high profi le in the media schools as the ‘gold standard’ of sharing, For example, David Cameron, the leader of the at local, national and international levels. Apart educational stakeholders have been charged Conservative Party, on his fi rst offi cial visit to from the issuing of weekly press releases to with looking at other models of sharing Northern Ireland made Lagan College his fi rst Northern Ireland newspapers, success stories across and between sectors. One interesting port of call. include a signifi cant number of feature articles, development is that the Department is High level meetings with Peter Hain, the former stories and letters published in national and considering adopting our proposal of a kite Secretary of State for Northern Ireland, and his international newspapers. These include the mark for meaningful sharing.

Lobbying Our capacity to lobby politicians at Westminster and Stormont has been greatly enhanced by the appointment of a part- time Westminster consultant and a full-time lobbyist in Northern Ireland. The All-Party Parliamentary Group (APPG) at Westminster, spearheaded by Lord Alf Dubs and Baroness May Blood, has continued to increase political support and momentum for Integrated Education. We are indebted to members for tabling cross-party Commons motions and Parliamentary Questions and to Baroness Blood and Lord Dubs for initiating an extensive debate in the Lords and raising the profi le of Integrated Education at meetings of the British- Irish Inter Parliamentary Body.

A highly successful visit by six members of the APPG to Northern Ireland in November 2006 gave us a platform to raise the profi le of Lord Baker on a visit to Rowallane IC

PAGE 18 campaign review 2005 - 2007

Guardian, The Irish Times, the Independent, 80% would like to see their MP, MLA or local funding to implement this research project the Observer, the Times, the Sunday Times, councillor supporting Integrated Education in and the poll was conducted over a full day the Economist, the New Statesman, the Northern Ireland. When further questioned, by Stanford University USA, Newcastle upon Washington Post, the Financial Times, the 59% of the respondents said that next time Tyne and Queen’s University, Belfast. The Scotsman, the Irish Independent, Le Monde they vote they are more likely to vote for results demonstrated that Omagh parents are (France), and In Vetrina (Italy). We have a political party that included support for willing to support Integrated Education with continued to put forward IE spokespersons Integrated Education. 71% stating that they would send their child on local radio and TV programmes and had to an Integrated school. This signifi cant piece In January 2007, a Deliberative Poll took place signifi cant stories covered in national and of research is being carefully considered by in Omagh to test the attitudes of parents international broadcast media including Radio the Department of Education as a basis for towards education in Northern Ireland. It 4, CNN International, BBC national news, implementing area based planning. took a year to plan, initiate and seek the national Spanish TV, French TV Channel 3, GMTV, RTE and ITV.

Events One aspect of our strategy to raise the profi le in the media, has been to organize relevant events that provide an opportunity to invite and engage with key audiences and celebrate the signifi cant achievements of the Integrated Movement. These include the NICIE Conference in April 2007, which attracted 200 delegates from the Integrated Movement, as well as the Integrated Education Art Exhibition, Integrated Education Weeks, Public Speaking Competition, Short Film Competition, openings of schools, lobbying events, Teddy Bear’s picnics, shopping centre promotions, presentations, seminars and marketing and PR training for schools. The team have also been rolling out a programme of events to celebrate the 25th anniversary of both Lagan College and the Integrated Movement. Guest of honour at the Lagan College celebration in September 2006, Peter Hain, paid tribute to the remarkable courage and foresight of parents in 1981 who, without any government funding, established what was the fi rst planned Integrated school. And in March 2007, 450 guests attended the 25th Anniversary Gala Dinner at the Armagh City Hotel.

Research A Millward Brown Ulster public opinion survey commissioned in March 2006 revealed that 71% of respondents would support their local school transforming to Integrated status and 82% believe that Integrated Education is important to peace and reconciliation. A David Cameron gets to grips with follow up survey in June 2006 indicated that technology at Lagan College

PAGE 19 campaign review 2005 - 2007

Treasurer’s Report

Bernard Boyle, Treasurer The Costs of Segregation individuals and businesses, 5% public funding In addition, the Fund has received a large and 5% investment income. number of gifts in kind which are not recorded The structure of society in Northern Ireland in the accounts, for example venues, catering, has developed along segregated lines and The expenditure of over £4 million (i.e. £1.337 publicity and administration provided free of whilst this has led to discrimination and confl ict million in 2005/06 and £2.669 million in charge for enlistment events. I would like to costing individuals and the community lives, 2006/07) is higher than in previous years mainly thank all those who are supporting the work of jobs and homes, there is also a fi nancial cost due to an increase in grants expenditure. the Fund – they may choose to give their time, to segregation. In a report into the cost of the Over £3.3 million was expended in charitable money or infl uence; they may provide gifts in Northern Ireland divide, commissioned by the activities, of which over £950,000 was for three kind or sponsorship; all have played an impor- Offi ce of the First Minister and Deputy First independent schools namely Lir IPS, Clogher tant part in our work to support Integrated Minister (Deloitte MCS Ltd, April 07), one fi gure Valley IPS and Rowallane IC. The commitment Education. in particular stands out - the additional £1.5 bil- to Clogher Valley and Rowallane is likely to lion of public expenditure in Northern Ireland remain in our accounts until next year. Over In the next fi nancial year, 2007/08 our main and within this overall fi gure is the cost of the £1.25 million grant expenditure was for existing commitments will be to the independent segregated education system - a multi-sector Integrated schools, £67,000 for Parents Groups schools, the CAL project and the PACT grant school system that essentially involves provid- and £15,000 for NICIE. A further £575,000 was making programme together with our main ing a choice of schools on a denominational paid out of the total £1.07 million grant to grants programme, SADIE. basis. the Communications And Lobbying project. In addition over £200,000 in grants was for In a society so divided, and at the same time so non-Integrated schools through our PACT aware of its divisions and concerned to over- programme. come them, Integrated Education offers a way forward. It is not another sector – in Integrated Since 2004 the IEF has endeavoured to bring schools all children, irrespective of religious, unrestricted reserves back up to the £2 million cultural or social background, have the chance level – in 2004 these reserves were at £988,601, to play together, learn together and prepare for in 2005 £1.399 million and by 31 March 2006 a shared future - together. the Fund had fi nally achieved £2.003 million. It is the IEF’s longer term intention to keep IEF Financial Review unrestricted reserves at this level; however in the year 2006/07 funding of £419,572 had to I am delighted to report that, thanks to the come from unrestricted reserves to support continuing support of our donors, we have the independent schools. It is anticipated raised £4.375 million in the last two years (i.e. that in 2007/08 these reserves may be further £2.025 million in 2005/06 and £2.350 million in reduced as the impact of providing this sup- 2006/07) to support the work of the IEF. This port will cross into the next fi nancial year. At income excludes donations secured by the present unrestricted reserves stand at £1.583 IEF but paid directly to schools. 59% of the million and it is hoped we will return to the £2 income is from philanthropic organisations, 31% million level by 2010. Brighter future for Hazelwood IPS pupil

PAGE 20 campaign review 2005 - 2007

Accounts for year ended 31 March 2007

Income and Expenditure Account for year ending 31 March 2007

RESTRICTED UNRESTRICTED TOTAL TOTAL 2007 2007 2007 2006 £ £ £ £ INCOMING RESOURCES Voluntary Income 1,624,992 518,128 2,143,120 1,835,884 Activities for Generating Funds 2,670 - 2,670 2,000 Investment Income 67,972 136,573 204,545 187,212 Total incoming resources 1,695,634 654,701 2,350,335 2,025,096 RESOURCES EXPENDED Charitable Activities 1,413,097 871,530 2,284,627 1,037,376 Costs of generating funds 124,828 130,167 254,995 195,332 Governance Costs 57,048 72,576 129,624 104,481 Total resources expended 1,594,973 1,074,273 2,669,246 1,337,189 Net incoming/ (Outgoing) resources before other recognised gains and losses 100,661 (419,572) (318,911) 687,907 OTHER RECOGNISED GAINS/LOSSES Gains on investment assets 24,807 - 24,807 25,193 Net movement in funds 125,468 (419,572) (294,104) 713,100 Balance Sheet at 31 March 2007 2007 2006

£ £ Fixed assets 16,367 3,455 Investments 171,171 162,940 187,538 166,395 CURRENT ASSETS Debtors 251,722 89,347 Cash at bank and in hand 4,629,277 5,183,273 4,880,999 5,272,620 CURRENT LIABILITIES Creditors – short term 1,239,430 1,315,804 NET CURRENT ASSETS 3,641,569 3,956,816 TOTAL ASSETS LESS LIABILITIES 3,829,107 4,123,211 Represented by: RETAINED RESERVES Restricted 2,245,707 2,120,239 Unrestricted 1,583,400 2,002,972 3,829,107 4,123,211

PAGE 21 campaign review 2005 - 2007

Income and Expenditure charts EXPENDITURE for year ended 31 March 2007 Grants to other sector INCOME for year ended schools and groups 6% 31 March 2007 Grants Management 3% Investment Costs of Generating Funds 10% Income Grants to CAL Sponsorship Project 12% 8% 1% Administration 5% Grants made to Donations Integrated 91% schools, groups and trusts 64%

Location of Integrated Schools September 2007

PRIMARY SCHOOL SECOND LEVEL COLLEGE

PAGE 22 campaign review 2005 - 2007

Income and Who’s Who Expenditure charts in the Campaign

Development Board of Trustees Board Staff

Geraldine Tigchelaar, OBE (IEF Chairman) David Montgomery Tina Merron (nominated by the Department of Education) Campaign President Chief Executive Paul Caskey Jim Cavalleros Baroness May Blood MBE Campaign Director (co-opted by the Integrated Education Fund) Campaign Chairman Sam Fitzsimmons Marie Cowan Communications Offi cer (co-opted by the Integrated Education Fund) Northern Ireland Committee Gerald Steinberg (Chairman) Gemma Marlowe Christine Harpur Adele Cross Campaign Administration and Events Offi cer (co-opted by the Integrated Education Fund) Lady Stella Empey MBE Olivia Martin David Mackey (Student on Placement) Mark Kelly Jas Mooney Campaign Support and Projects Assistant (co-opted by the Integrated Education Fund) Siobhán McKenna Dr Brian Lambkin Great Britain Committee (Student on Placement) (nominated by the Nuffi eld Foundation) David Cooke (Chairman) Campaign Support and Projects Assistant Tony Carson Pauline Pentland Pamela Montgomery Rachael Hannon Receptionist (co-opted by the Integrated Education Fund) Michael Meade Brian Small Gerry Milligan Jan O’Neill Fundraising Manager (NI) Kathi Scott (nominated by the Joseph Rowntree Janine Turner Charitable Trust) Administration and Finance Manager Joanne Stuart Sarah Turner (co-opted by the Integrated Education Fund) Grants Offi cer

David Thompson (nominated by the Northern Ireland Council for Integrated Education)

Dorothee Wagner (co-opted by the Integrated Education Fund)

PAGE 23 Integrated Education Fund 41 – 43 University Street Belfast BT7 1FY

T: 028 9033 0031 F: 028 9033 0061 E: [email protected] W: www.ief.org.uk

Recognised as a Charity by the Inland Revenue under Reference XR52574

campaign review 2005 - 2007