Annual Review 2014
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The Robertson Trust Annual Review 2014 www.therobertsontrust.org.uk Contents Introduction . 3 Grant Making Overview . 4 List of Awards . 6 Assessment Team . 54 Robertson House . 55 The Robertson Scholarship Trust . 56 Financial Review . 60 Trustees Responsibilities . 61 Auditor’s Report. 62 Summarised Accounts. 63 History of The Robertson Trust . 64 Trust Information . 65 Robertson House 152 Bath Street Glasgow G2 4TB T: 0141 353 7300 E: [email protected] www.therobertsontrust.org.uk Scottish Charity Number SC002970 VAT Registration Number 130905442 The Robertson Trust Annual Review 2014 Contents Introduction . 3 Grant Making Overview . 4 List of Awards . 6 Outreach Programme . 54 Robertson House . 55 The Robertson Scholarship Trust . 56 Financial Review . 60 Trustees Responsibilities . 61 Auditor’s Report. 62 Summarised Accounts. 63 History of The Robertson Trust . 64 Trust Information . 65 The Robertson Trust Annual Review 2014 2 Introduction Writing the introduction to the Annual Review our young people in securing employment, we have is a good time to look back at the accuracy of extended the programme to incorporate broader previous predictions made. In my introduction training and support which develops vital social to last year’s review I foresaw an environment skills. This is a key factor in today’s job market. with tightened economic resources, an increase In our grant making we have actively sought to add in the demand for charity core funding, the value to funding partnerships. Good examples of need for innovative partnerships and our desire this are our work with Scottish Government on the to use resources in new and different ways. In Legacy 2014 Sustainable Sport for Communities all cases this has happened. Fund and the work with Dundee City Council It would be wrong to start this review by painting on a Public Social Partnership to reduce school a picture of doom and gloom. Instead over the last exclusions. In much of our work we now look to year, we have seen charities address the financial explore potential partnerships which can increase challenges, re-think what they do and become the impact of our awards. stronger in the process. Many have re-focussed on Of particular note has been our new £1m their primary aim of helping their beneficiaries and partnership with Lloyds TSB Foundation for we have been delighted to support this process. As Scotland Partnership Drugs Initiative (PDI). you read this review you will see many examples of We are delighted to be part of this vital work charities rising to the challenge of how to best fulfil which supports young people affected by parental their charitable purpose. We have seen surprisingly substance misuse. few charities fail despite the tough economic The second aspect of writing this review is to environment. look forward to the year ahead and outline future Our staff team has grown over the last year in challenges. The public finances for Scotland are order to accommodate the increased workload forecast to continue to reduce in the coming years of distributing higher levels of funding and in and this concerns us greatly. New ways of working undertaking more targeted work in the Trust’s and funding are required. As a country, we need priority areas. It has been a privilege to lead a to embrace the vision of the Christie Commission remarkable group of highly motivated and skilled and move towards early intervention and individuals as we work together to benefit the preventative spend. people of Scotland. This can only be achieved through public service Last year we moved to new premises at Robertson reform and new approaches to collaborative House. We are delighted at the way in which our partnership working. We are committed to the vision of creating a charity hub has become a reality. idea of partnership and will work with public We now have over 110 people, from 22 different sector agencies to achieve it. We will also use our charities, working in the building. As well as this, resources to help charities embrace such changes the meeting spaces are becoming a well-used from a position of strength. resource for the Third Sector to meet and network. The Robertson sisters, who so generously endowed the Trust, had a clear vision for the Trust to exhibit Following a strategic review, The Robertson the qualities of “honesty, integrity and the ability Scholarship Trust has significantly increased the to help people in trouble”. I hope this vision shines number of bursary awards to support young people through the work of these charities outlined in going to University. We have expanded the Scheme this review and are the qualities we will pursue beyond our original work in Glasgow and are keen with increased vigour in the year ahead. to help young people no matter where they live in Scotland. In recognition of the challenges faced by Kenneth Ferguson, Director The Robertson Trust Annual Review 2014 3 Grant Making Overview of core funding, including salaries and general running costs, grants towards specific projects, or capital grants for building or equipment. Donations are classified according to four main types, to which different guidelines apply. 1 Major Awards comprise capital donations above £100,000, for which the overall project costs will normally be in excess of £1 million. Major capital donations will normally contribute specifically to one of the Trust’s priority areas other than under exceptional circumstances. Major capital applications are considered three times a year in January, May and September. 2 Main Awards comprise revenue donations in excess of £10,000 per annum and capital donations of up to £100,000. Capital donations will normally be for a maximum of 10% of the total project cost. Also included in the Main Awards listing are awards for continuation funding. 3 Small Awards comprise revenue donations of up to £10,000 per annum. STAR Project £41,500 Applications for Main and Small donations The focus of funding made through the will be considered six times a year and Trust’s grant making programme continues a suggested format for all applicants is to be on supporting those charities and provided on the Trust’s website which is projects which provide direct support to designed to make the process as simple create opportunities for disadvantaged as possible for all applicants. groups and individuals living in communities. 4 Development Awards seek to undertake a This is clearly a difficult time for many charities proactive role by investigating and funding which are operating at full capacity whilst specific areas or issues where the Trustees having to deal with cuts in funding. The fact that believe there is an unmet need for the the Trust is able to provide core, unrestricted provision of services. We also seek to inform funding to support on-going projects and national policy through the commissioning services has been widely appreciated by many and sharing of external evaluations. The charities coping with these challenges. This type Trust’s support in this area is currently of core funding is something that the Trust sees focussed on support for offenders and their as a growing need within the sector and one families; alcohol misuse and community that it will continue to support in the year ahead. sport. Development Awards are not part Donations to these charities can take the form of our open application process. 4 The Robertson Trust Annual Review 2014 Grant Making Overview In 2013/2014 the Trust awarded £16.6m to 692 organisations (2013: £15.3m, to 661 organisations). 2014 donations are analysed in the table below. Category Number of Total Average % of total donations committed donation Alcohol Misuse 1 £17,000 £17,000 0.1% Animal Conservation 2 £8,500 £4,000 0.1% & Welfare Care 103 £2,376,500 £23,000 14.3% Community Arts 50 £899,400 £18,000 5.4% Community Facilities 106 £1,515,600 £14,000 9.1% & Services Community Sports 29 £635,500 £21,000 3.8% Criminal Justice 14 £325,000 £24,000 2.0% Education & Training 158 £5,949,200 £38,000 35.9% Environment 5 £142,000 £28,400 0.9% Health 58 £3,168,250 £55,000 19.1% Heritage, Culture 5 £52,250 £10,000 0.3% & Science Development 8 £1,234,000 £154,000 7.4% Giving More 153 £269,000 £17,000 1.6% Total Awards 692 £16,592,200 £423,400 100% Six major capital donations totalling £1.7m accounted for 10% of the donations made in 2014 (2013: £1m, 7%). £12.2m (75%) of the total awards made (2013: £9.9m, 65%) was committed to the Trust’s main and small grant programmes at an average of £36k and £10k respectively benefiting a broad range of organisations and projects across Scotland. The averages include one off donations as well as multi year awards. A full list of awards made in each of the above St George’s & St Peter’s Community Assoc £34,000 categories is listed on the following pages. Total Committed £16,592,200 The Robertson Trust Annual Review 2014 5 Total £5,949,200 Education and Training Awards Dundee Museums Foundation G Boost tourism and numbers of visitors V&A Dundee will be an international centre to Dundee and the wider area, benefiting for design, housed in a world-class building businesses and other visitor attractions at the heart of Dundee’s revitalised and tourism businesses and helping waterfront. It will: create employment opportunities. G Host touring exhibitions from the The new building will incorporate two large Victoria & Albert Museum (V&A) and galleries which will form the largest museum other international museums and curate exhibition space in Scotland, an additional semi-permanent exhibitions telling the two smaller galleries for semi-permanent story of Scotland’s design heritage exhibitions and a Resource Room and G Deliver a far-reaching and engaging a Learning Centre.