LIGHT IN DARKNESS Triennial Report 2009–2011 LIGHT IN DARKNESS LIGHT IN DARKNESS 2 0 0 9 -11 02
The Joseph Rowntree Charitable Trust report for the years 2009-2011
Solicitors: Bates, Wells and Braithwaite, 2-6 Cannon Street, London EC4M 6YH
Auditor Barron & Barron, Bathurst House, 86 Micklegate, York YO1 6LQ
Bankers CAF BANK Limited, 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4JQ HSBC, 13 Parliament Street, York, YO1 8XS
Investment Managers R C Brown Investment Management, 1 The Square, Temple Quay, Bristol BS1 6DG
Independent Investment Advisers Peter Jones (to December 2011) Nicola Parker (from January 2012)
Advisers on Ethical Investment EIRIS Ethical Investment Research Service, 80-84 Bondway, London SW8 1SF
Contracted Services Rebecca Freeth, Assessor for South Africa Programme Peter Ingram (Small World Information Services), IT support
Editor Dick Downing
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Photography Principal photographer Paula Solloway
Additional photography Page 10, © Toni Cowan-Brown (top), Sara Prestianni (bottom) Page 11, © Marc O’Sullivan Pages 12-13, © PA/Lefteris Pitarakis Page 15, © Andreas Persbo Page 17, © Amnesty International Pages 30-31, © Donal McCann Photography Page 34, © Tommy Clancy Page 38, © iStockphoto Page 39, © Andrew Aitchison Pages 42–43 , © Jess Hurd/reportdigital.co.uk Page 46, Michael Larson, US Navy. (Released) Page 47, © Shutterstock
© The Joseph Rowntree Charitable Trust 2012 ISBN 978-1-903196-16-8 Joseph Rowntree Charitable Trust Triennial Report 2009–11 03
CONTENTS
About the Joseph Rowntree Charitable Trust 4
Chair’s Foreword 5
Trust Secretary’s Reflection 6-7
Investment 8-9
JRCT and Europe 10-11
GRANTS
Peace 12-17
Power and Responsibility 18-23
Racial Justice 24-29
Ireland 30-35
Quaker Concerns 36-41
New Leadings 42-46
Finance 47-51
Trustees 52-54
Trust Staff 55 04
ABOUT THE JOSEPH ROWNTREE CHARITABLE TRUST
The Joseph Rowntree Charitable Grants Trust (JRCT) is an independent, The Trust’s work centres on grant- progressive organisation commit- making. Trustees are actively in- ted to radical change for a better volved in making grants, and often world. The Trust makes grants to meet with applicants as part of the individuals and projects seeking assessment process. Applications the creation of a peaceful world, are considered by programme com- political equality and social justice. mittees, but final approval is made It mainly funds work in the UK by the board at meetings held three and Ireland, along with some pan- times a year. European grants. Between January 2009 and De- Joseph Rowntree lived in York. cember 2011, JRCT received 1740 As well as being a businessman he applications, and made 319 grants, was an active Quaker, community totalling £16m. worker and member of the Liberal Party. In 1904 he established the This report describes work sup- Charitable Trust – along with sepa- ported through our programme rate organisations now known as areas, and lists all the groups or the Joseph Rowntree Foundation, individuals awarded grants between Joseph Rowntree Housing Trust January 2009 and December 2011. and Joseph Rowntree Reform Trust. The figures shown are the total amounts awarded during the three Although we publish a Trustees’ years, which may represent one or Report and Financial Statements more grants. every year (available on our website) we also produce this review of our Full information about the pro- work every three years. We hope gramme areas and how to apply this provides a more rounded and for a grant is available on the Trust’s interesting picture of the work of website, or from the office. JRCT than can be covered in an annual report.
Investments and income JRCT’s work is made possible through its endowment. The full accounts can be seen on the Trust’s website. In this report, we provide a brief overview of the financial hold- ings, income and expenditure. We also describe how the investment strategy is managed and its relation- ship with our grants programmes. Joseph Rowntree Charitable Trust Triennial Report 2009–11 055
CHAIR’S FOREWORD
Joseph Rowntree, a successful some of the evils that Joseph Rown- Quaker businessman with person- tree knew, in growing social and al wealth beyond his own needs, economic inequalities. Do we have was both a man of his time and a his confidence that these root causes visionary. of evil can be tackled effectively?
Of his time because, like many other JRCT chose to mark its centenary Victorians, he wanted to use this in 2004 by launching an extended wealth for public benefit, to seek to programme called Visionaries for a eradicate the inequalities he saw in Just and Peaceful World. The aim society. He also had the confidence was to provide salaries for five years to feel that the Trusts he set up to liberate exceptional people to might, by judicious disbursement pursue their visions, without the of funds, achieve such change for in world finance brought about by constraints of seeking grant fund- the better, in the foreseeable future. the banking crisis of 2007. We are ing to survive. This programme, fortunate in having been able to managed for us by Di Stubbs, came A visionary in that he did not want maintain our level of grant expendi- to an end in 2010 and the impacts the objects of any of the three Trusts ture because Trustees are empow- have been considerable. to be pursued after they had ceased ered to spend capital. Nevertheless, to be vital and pressing. In his it is our responsibility to ensure that Since our last report we have wel- founding memorandum he made the money we give is used in the comed as Trustees Michael Eccles, it possible for Trustees to consider most effective way. For example, Stan Lee, Hannah Torkington and entering into fields which he had we hope to multiply the impact of Catriona Worrall and said good- not indicated and which he could our grants by providing not only bye to Beverley Meeson and David not foresee. simple project or core funding, but Shutt. We are very appreciative of also by making small grants to lever the knowledge and wisdom they Throughout its history, JRCT has bigger ones, or entering into funding contributed over decades of ser- tried to implement this vision by partnerships. vice. The three years of work by seeking to fund both groups and the Trust celebrated here shows individuals passionate in their com- Our grants are not the only way that we have much to feel proud mitment to make a difference in the in which our money works in the of, and that there remain countless world. Our support is now increas- world. In collaboration with other inspirational individuals dedicated ingly necessary as the challenges ethical investors we seek to maxim- to making the world a better place. become more pervasive and com- ise our influence as shareholders. This work would not be possible plex. Our strengths, as a charitable One of the most exciting develop- without the exceptional energy and Trust in which all Trustees and ments in the last three years has commitment of our staff, and those most senior staff are Quakers, lie in a been a revision of our investment who work with us as consultants long-serving and committed trustee strategy, which has paved the way and advisers. We are grateful for body with shared values – a group for a programme of Mission Related the skill of Stephen Pittam and our that is willing to look for renewal Investment. staff team in harnessing the talents and change; to discern when to let of individuals, groups, staff and something go and when to look for Actions taken by Britain’s govern- Trustees in a vibrant and evolving new leadings. ment, the first peace time coalition partnership through which we seek since before the second world war, to fund beacons of hope. In the three years covered by this are also a response to the economic report, we have witnessed the con- environment, and it is sobering to Margaret Bryan sequences of unprecedented turmoil note that we are seeing the return of 06
TRUST SECRETARY’S REFLECTION
We are living in difficult times. rather than part of the problem. We Many families, communities, and are beginning to find some exciting voluntary organisations are suf- investment opportunities aimed fering from the deepest and most at creating an infrastructure for a protracted economic crisis that most more sustainable economic system of us have ever experienced. and future.
The crisis has affected us at JRCT. Previous triennial reports have fo- In previous economic downturns we cused almost exclusively on how have always increased our spend- we have spent our money. This ing year on year – thanks to our one gives a greater focus to our sophisticated sustainable income investment work. We are trying formula. This time our formula ap- to integrate the way we make our pears to have lost its applicability. money and the way we spend it. But Our ethically invested endowment our focus on alternative ways to flatlines below the expected level. invest our money may mean that we Up to now we have maintained our have fewer resources to fund social spending pattern. For the first time change work. So we have to think any of us can remember we have even harder about prioritising our decided to freeze our expenditure valuable resources. as we move forward into 2012. Certain characteristics make foun- We live with a paradox. As an en- dations different to other sources of dowed foundation we depend on the funds. One of the most important is returns made from our investments that we are independent. We have in the market. With that income we remarkable freedom to spend our support those working for a more resources as we choose. We are not socially just and peaceful world. constrained by the short term think- Many of them have argued for years ing that dominates both our political that the current economic model is and economic systems. We do not not sustainable. Our promotion of have to look over our shoulders at alternatives has depended on the the electorate or at shareholders. We success of a system in which we have to stay within the framework have little confidence. of what is deemed to be charitable but even here we have significant This paradox has come more sharply freedom to interpret what is for the into focus over the last three years. public benefit. We work along the We have invested more time and shifting boundary of what is chari- energy into the side of our operation table and what is not, as defined by that makes the money we spend. Our case law. new investment policy describes how we are seeking to assist the We regularly ask the question – how development of alternatives to the can we use our resources to support dominant, speculative, short term, work that other agencies just cannot capital markets. We are funding or will not fund? If foundations are initiatives to explore what a new not willing to take risks and to fund economic model might look like. social innovation and challenging We want to be part of the solution work at the edge, who else will? Joseph Rowntree Charitable Trust Triennial Report 2009–11 07
This might not be a message that Our answer is unequivocally – ‘yes’. Trustees and staff work so closely government wants to hear. Govern- We set parameters around our work together. It is a team effort, and I ments are increasingly interested in and define our interests, but in a have valued greatly the opportunity the role that foundations play. As broad way. Our message to those to work with a wonderful group of attempts are made to roll back the seeking funds is – come and inspire committed colleagues (both cur- state, foundations look like attrac- us with your vision. If you can per- rent and former) as both fellow staff tive partners to assist governments suade us, we will back you to do the members and Trustees. with their plans to reorganise basic work that needs to be done. service provision. Victorian and Long service is a feature of life at Edwardian philanthropists like Jo- ‘Strengthening the hands’ of those JRCT. I am only the eighth Trust seph Rowntree are cited by those who have a passion for doing the Secretary in 107 years! I am looking in power for the role they played in work, and a vision for what they forward to welcoming Nick Perks addressing social need at the turn want to achieve, has always been an as the ninth Trust Secretary. He of the 20th century. important characteristic of JRCT. will assume the important leader- Our experience is that social change ship role of assisting JRCT to take But philanthropists like Rowntree rarely comes from foundations. It forward its mission to be a power- knew that there were limits to what comes from people with ‘fire in the house for social change, willing to they could achieve. Last year was belly’ about injustice. Usually this take risks and to be adventurous the centenary of Joseph Rowntree’s means someone in a leadership po- in support of initiatives to create a appointment as an Honorary Free- sition within an organisation, but more peaceful and just world. man of York. In his challenging ac- occasionally individuals approach ceptance speech he made clear that us. Always their interest is in throw- Stephen Pittam whilst private philanthropy can do ing light onto a difficult problem much, it is beyond its power to ad- and through this moving towards March 2012 dress basic education, housing and a solution. In this report, several of welfare needs. His message was that the individuals and organisations the state needed to play a bigger role. we fund have been offered an op- He wanted his Trusts to focus on portunity to speak with their own the underlying causes, to challenge voices about the work they have the status quo and to strengthen the done and the difference that they hands of those taking risks to find have made. solutions to the contentious issues of the day. It has been a great privilege for me to spend the last 25 years liaising This message might not find favour with and supporting some amazing today. But we want to hold onto people living adventurously and the European model of social de- taking risks for peace and social mocracy, with all that is valuable justice. Since reaching the age of 60 within the welfare state. We remain in 2010, I have been thinking hard concerned about the ever growing about the right time to retire. A year levels of inequality resulting from ago I informed the JRCT Trustees our current direction of travel. that I would like to leave at the end We seek to create what Richard of August 2012. Murphy describes as a courageous state that is legitimate, efficient and It has also been a huge privilege popular, and which can regulate to be part of the life of the Joseph the worst excesses of our economic Rowntree Charitable Trust for al- system and serve the needs of all most a quarter of its existence. JRCT our citizens. is such a special organisation. One reason is the strong value base from We are sometimes asked – can you which we operate as a Quaker trust. be both responsive and strategic? A second reason is the way in which 08
INVESTMENT
THE ECONOMIC CRISIS root causes of economic injustice. terprise sector which offer different Managing our endowment over the However, giving away money is only models of ownership and some form last three to four years has been one way in which we can help and, of social or environmental return. hugely challenging. Market fragil- increasingly, we have been looking ity as a result of the ongoing eco - at alternative ways, including how Although we have had some involve- nomic crisis has resulted in large, we use the endowment, to support ment in this area on an ad hoc basis unpredictable swings in the stock our beneficiaries. in the past, notably through our markets with little confidence about successful investment in Northern what the future might bring. For the Our investment policy is set out in Investors which planned to create Trust, its bias towards small and the finance section on page 49. As an employment in the North East of medium companies, a consequence ethical investor we engage with our England, when we produced our of implementing an ethical invest- investee companies both directly revised investment strategy in 2010, ment policy, has accentuated these and with partners, encouraging we formally committed to directing uncertainties. them to desist from negative activi- up to 5%, and possibly more, of our ties and to adopt, or develop, positive funds to social investment. In many ways the economic crisis practices. We vote at general meet- was to be anticipated. Existing mar- ings and will co-file resolutions as Examples of social investments ket structures and controls did not necessary. During the triennium which we have made during the always encourage desirable business we co-filed resolutions at BP and triennium follow. In addition, in practices. Instead, market forces Royal Dutch Shell AGMs relating 2011 we committed to invest in the conspired to promote the pursuit to the Canadian tar sands issue and Social Stock Exchange with a view of short term self interest at the divested from one company, Vedanta to helping create the infrastructure expense of long term sustainability, Resources, following engagement on which social enterprises need to damaging our economic health and human rights and environmental thrive and grow. leading to the current levels of aus- issues in Orissa. terity that are troubling so many. We accept that getting some of these However, more recently, we have sorts of investments off the ground However, what is not so obvious is been looking at how we might is likely to be cost and time inten- whether we have seen a major para- support our grantees by using our sive. However, our hope is that out digm shift and, if so, whether the endowment as more than a source of the debris of the financial crisis economic landscape as we have al- of funds. One constructive way of we might find more effective and ways known it has changed forever. doing this has been to engage with productive ways of working in the If it has, it may well be that the Trust our investee companies about issues long term which will benefit all. has seen a permanent impairment raised by our grantees. In this way in the value of its endowment and we hope that the work of our grant- The Trust is a signatory to the Car- in its ability to service its grantees ees will have even greater impact. bon Disclosure Project and the UN purely through grant making. Principles for Responsible Invest- More radically we have also started ment. Our concern is so great that in 2012, to look at the types of companies for the first time, we have frozen in which we invest, with a view Our response to the Financial Re- our budgets. We will, of course, con- to challenging the current ortho- porting Council – The UK Stew- tinue to fund grantees, including doxy about how business should ardship Code – can be seen on our those who are doing excellent work be organised. In particular we have website. in identifying and addressing the investigated those in the social en-
Investment Committee members 2009-11: Margaret Bryan, Christine Davis, Andrew Gunn, Stan Lee, Emily Miles, Marion McNaughton, Bill Seddon, Susan Seymour, David Shutt, Imran Tyabji. Joseph Rowntree Charitable Trust Triennial Report 2009–11 09
Examples of our social investments
Ethical Property h2ope Sutcliffe Play Company and Ethical www.h2ope.co.uk www.sutcliffeplay.co.uk Property Europe www.ethicalproperty.co.uk h2ope, a community interest com- Sutcliffe Play is a world-renowned www.ethicalproperty.eu pany, is a social enterprise which designer, supplier and UK manu- is supporting the development of facturer of children’s outdoor play The Ethical Property Company sup- hydro schemes to help tackle global equipment. With over 100 years of ports innovative and progressive warming. Hydro schemes use exist- experience, it is a design-led, child- organisations working for social ing river weirs or natural falls in centred, innovative and quality change by providing affordable of- rivers, and together with the volume driven company. It specialises in fice and work space, and fair and of water in a river, will generate playground equipment that is fun transparent property management. green electricity for many decades. for children to use, building in an It owns 15 centres in England and Established in 2006, h2ope provides element of risk to ensure play spaces Scotland which are managed to the knowledge and the practical ex- are stimulating and challenging. minimise energy use, waste, car perience to develop hydro schemes In 2010, with the help of the Baxi travel and harmful materials. from inception through to comple- Partnership Limited, the company Groups using these centres benefit tion. The Trust helped to capitalise was taken into employee ownership, from flexible tenancy terms and of- h2ope in 2010 and 2011 through the supported in part by a loan from fice space, and facilities designed to provision of loans and the purchase the Trust. meet their needs. The Trust bought of equity. shares in its sister company, Ethical Property Europe, which owns two centres in Belgium, in 2009 and in the Ethical Property Company itself in 2010.
Sutcliffe Play 10
JRCT AND EUROPE
Europe lacks leaders able to articulate a political vision for the EU as a vibrant, dynamic, contemporary political project relevant at home and in the wider world.
“Can it really be in Britain’s interest Kirsty Hughes’ words on openDemocracy, sum up the crisis in Europe. that we maintain our semi-detached When Europe needs strong leadership and a new vision, both are lacking. status in Europe? The choice is clear: we can leave the decision making In England – less so in other parts of the UK – a belief has been promoted tables and retreat to ever-increasing that membership of the European Union has been forced upon us. The insignificance. Or we can play a cross-party consensus of the 1960s that recognised the political and eco- more constructive role in solving the nomic advantage of membership is forgotten. It is difficult to raise a voice common problems facing member for the positive role the EU has played in promoting peace, prosperity and states and the European institutions.” democracy across its member states. There is almost a smug sense of pleas- ure at the problems the eurozone countries are facing, with little public recognition that the failure of the eurozone could ruin Britain because of the exposure of the City of London to Europe’s sovereign and private debts.
Can it really be in Britain’s interest that we maintain our semi-detached status in Europe? The choice is clear: we can leave the decision making tables and retreat to ever-increasing insignificance. Or we can play a more constructive role in solving the common problems facing member states and the European institutions.
At JRCT we believe that the EU is an important structure through which the issues of interest to the Trust – peace, social justice, democracy, corpo- rate accountability, climate change, migration and asylum – can be tackled.
European Parliament Presidential Debate organised But we will need clarity concerning the EU’s role in promoting strategies by VoteWatch.eu for peace, democracy, human rights and development. And we need hon- esty about the problems. Most pressing of these is how to build genuine pan-European dynamic politics with active, participating citizens to re- place a sense of distant and faceless institutions apparently lacking open- ness, accountability and legitimacy.
Shaping the route to a successful European project is important and that is where those we fund can help.
JRCT is actively involved in both the European Foundation Centre and the Network of European Foundations. Here we face the same challenges that Europe brings, but at a micro level. Building alliances between foundations with different backgrounds, cultures and ways of working is challenging Migrants in Calais, 2008: Migeurop (EPIM grantee) gathers information about how migrants are treated but rewarding. With Trust support, the European Foundation Centre’s at European borders, and raises awareness about the annual conference comes to Belfast in 2012 to consider an issue close to conditions they face. JRCT’s heart – Peace through Social Justice: a Role for Foundations?We look forward to welcoming foundation representatives from all parts of Europe and from around the globe to consider the positive role that philanthropy can play in building a more peaceful and socially just world. Joseph Rowntree Charitable Trust Triennial Report 2009–11 11
VoteWatch.eu European Programme CORPORATE EUROPE VoteWatch.eu for Integration and OBSERVATORY Migration (EPIM) www.corporateeurope.org Our goal is to increase the www.epim.info transparency and accountability Curbing the influence of large cor- of EU decision making. We are Foundations collaborating for a porations and their lobby groups is making the votes and activities of European agenda that benefits essential for the future of democ- the European Parliament and the migrants and host communities. racy in the EU. Council of Ministers available in a user-friendly format to citizens, EPIM began in 2005, as an experi- While the powers of the EU con- the media, NGOs, the private ment. For some years, JRCT had tinue to grow, the EU institutions sector and anyone else interested been funding European NGOs work- remain unaccountable, creating in EU affairs. ing for progressive migration poli- a democratic deficit. At the same cies – but saw that the small grants time, an increasing number of big VoteWatch.eu is a non-partisan, not- we could offer were not enough. business lobbyists wield enormous for-profit organisation. We believe Meanwhile, other European founda- influence over decision making in that by making it easier for voters tions were noticing how migration Brussels. This corporate capture to follow the activities of the EU’s into and within Europe impacted results in policies that exacerbate legislative bodies, they will develop on the communities they worked social injustice and environmental a better understanding of EU poli- with. We decided to pool funds destruction. tics, how it affects their daily lives, and offer significant grants to key and what they can do to influence it. organisations. In 2008-11 over £3m Through research, publications was invested. All the grantees have and outreach, Corporate Europe VoteWatch.eu tracks the voting re- met each other, so new alliances Observatory works to highlight the cords of Members of the European have been formed. Joint workshops role of lobbying in the EU. Work- Parliament (MEPs) and some of enabled new skills to be learned. ing with allies, we campaign for their other key activities, such as Through EPIM, foundations and greater transparency and ethical legislative reports, amendments, NGOs are working together to build rules to curb undue influence. Our speeches in plenary and parliamen- stronger strategies for change. campaigns have already delivered tary questions. In the course of 2012 significant results and we’re de- we will also be adding the voting termined to step up this battle for records of EU member states in the democracy. Council of Ministers.
Basheera Isaacs (age 10) and Isabel Bress (age 8), of the Immigrant Council of Ireland’s Pathways to Parental Leadership Project (EPIM grantee).
PEACE 14 PEACE
We are committed to On his election, President Obama committed the US to leading efforts to a culture of peace and achieve a nuclear weapon-free world. Russia and the US signed a succes- the creation of a sor to the 1991 Strategic Arms Reduction Treaty (START). Agreement at peaceful world. We the 2010 Non-Proliferation Treaty Conference advanced the goal of a zone support work which: free of nuclear and other weapons of mass destruction in the Middle East. promotes non-violent conflict resolution Yet, in many respects, the promises have not been delivered. It would ap- seeks to control or pear that no nuclear armed state is actively contemplating a future without eliminate weapons of nuclear weapons. Instead, nuclear deterrence and rearmament are pro- mass destruction ceeding, as is the threat of war against Iran because of its nuclear interests. and the arms trade In the UK, a new coalition government has delayed the decision on Trident develops effective replacement until after the next general election. This creates a vital space peace-building measures for further discussion on the future of the weapons system. BASIC, a JRCT challenges war, militarism grantee, seized this opportunity and launched its Trident Commission in or violence as a way of February 2011. Its final report is due in 2012 and it will connect with other dealing with conflict JRCT grantees trying to influence the Trident decision. (including support for conscientious objection) In 2011, the Arab Spring saw nonviolent uprisings met with violence and repression. Will Western governments now support the democratic processes in the Arab world, even when they result in decisions that may not suit Western interests? While JRCT does not support work related specifically to regional conflicts, some grantees were responding to the changing dynamics. Conflicts Forum remained an active commentator on the revolutions across the Middle East, and Crisis Action coordinated coalition campaigns and emergency responses to the situations in the Middle East, Sudan, Ivory Coast and Afghanistan.
“In the UK, a new coalition Several governments, including the UK, suffered embarrassment hav- government has delayed the decision ing sold arms to Middle East dictatorships whose actions they then went on Trident replacement until after on to condemn. JRCT grantees, Omega Research Foundation and the the next general election. This creates Campaign Against Arms Trade, were at the forefront of identifying and a vital space for further discussion on challenging the trade in arms. Ironically, western arms sales took place the future of the weapons system.” alongside progress towards an international Arms Trade Treaty which will be negotiated at a UN conference in 2012.
The Trust created a small Iraq War Inquiry budget line to support organi- sations wishing to engage with the Chilcot inquiry into the Iraq war. We await the report.
The Trust continues to support organisations promoting pacifism and the right to conscientious objection. In the UK, JRCT supported Forces Watch in securing a government commitment to give teenage soldiers the right to leave the armed forces up until age 18 years. We hope that this is one step on the road to raising the minimum age of recruitment to the armed forces.
Peace Committee members 2009-11: Margaret Bryan, Peter Coltman, Michael Eccles, Judith Large, Emily Miles, David Newton, Paul Rogers, Susan Seymour, Imran Tyabji. Joseph Rowntree Charitable Trust Triennial Report 2009–11 15
Omega Research Foundation
The Omega Research Foundation investigates, exposes and prevents the supply of arms, security and policing equipment used in con- flicts or by repressive regimes and human rights abusers. We lobby to strengthen national and interna- tional controls to end the activities of irresponsible and illicit suppliers.
The recent uprisings in the Middle East and North Africa have high- lighted the urgent and ongoing need for Omega’s work. VERTIC: observing at the Comprehensive Nuclear-Test-Ban Treaty Organisation’s (CTBTO) Integrated Field Exercise 2008. Almost daily attacks on pro-democ- War Resisters’ Verification Research, racy demonstrators have seen state International Training and security forces using a wide range Information Centre of weapons and equipment that can Wherever there is war and prepara- (VERTIC) be traced back to suppliers – for tion for war, there is also consci- example in the EU, US, China or entious objection and nonviolent We aim to help build a safer, richer Latin America. We work with hu- resistance to war. The mission of and fairer world, where relations man rights activists on the ground. War Resisters’ International is to between states are based on respect With them, we have identified the empower these local resistance for the rule of law, as demonstrated origin of the tear gas, rubber bullets, movements and to connect them by the transparent and verifiable stun grenades, water cannon, live into a global network. implementation of countries’ inter- ammunition, surveillance equip- national responsibilities. ment, sniper rifles and armoured Many COs and peace activists need vehicles used by security forces support in the face of persecution. The proliferation of weapons of to crush dissent – and which have WRI organises such support by mass destruction, and the danger resulted in so many deaths and in- writing and spreading alerts by of irreparable harm to the environ- juries. various means. Together with other ment, stand as two of the greatest groups, we also work to promote threats facing human security and By exposing the manufacturers and legal recognition of the right to con- sustainability. We work mainly on suppliers of such equipment, and scientious objection everywhere. issues of nuclear, chemical and bio- the governments that have allowed Finally, WRI brings together ac- logical arms control and disarma- its export to repressive states, we tivists from around the world to ment verification. Each of these hold states to account for their ex- share their experiences and to build areas involves pressing, interrelated port policies. Exposing UK exports cooperation. To this end, an upcom- concerns for the security and sus- of weapons, ammunition and riot ing WRI seminar will be the first tainability of peoples around the control equipment to Libya; French international gathering to discuss world. Effective verification builds exports of tear gas munitions to action against the militarisation trust and confidence among na- Bahrain; or ongoing US export of of youth. tions, which encourages an honest tear gas and other munitions to implementation of their obligations. Egypt – has forced governments A world where verification forms to suspend exports and commit to a crucial part of key international upholding human rights. agreements is a world in which promises are more likely to be kept. 16 PEACE
13th International Peace Tax Campaign Against Arms Trade/ Forces Watch Conference TREAT www.forceswatch.net www.peacetaxconference.org www.caat.org.uk £15,040 NOK 40,000 £58,274 Project to establish a network Research programme challenging military recruitment 38 Degrees practices in the UK www.38degrees.org.uk Chatham House £1,500 www.chathamhouse.org.uk Gender Action for Peace and Security Engaging with the Iraq War Inquiry £29,354 UK (GAPS UK) The Arms Trade Treaty www.gaps-uk.org Acronym Institute for Disarmament £199,000 Diplomacy Christian Peacemaker Teams Core costs www.acronym.org.uk www.cpt.org £140,000 £9,457 International Action Network on Core costs UK Christian Peacemaker Corps Small Arms (IANSA) Training www.iansa.org All-Party Parliamentary Group on £75,000 Conflict Issues Chris Cole UN Advocacy www.conflictissues.org.uk www.dronewarsuk.wordpress.com £30,000 £24,000 International Security Information Core and project costs Drone Wars UK – research Service (Europe) www.isis-europe.org Philip Alpers College of St Mark & St John ARROW ¤156,250 www.gunpolicy.org Programme Core costs £29,550 £28,100 GunPolicy.org: core costs ARROW Global Congress Madariaga – College of Europe Foundation Alternatives to Violence Project, Conciliation Resources www.madariaga.org Britain www.c-r.org ¤60,000 www.avpbritain.org.uk £60,000 Conflict Prevention Programme £40,500 Towards more coherent UK support for Expansion and quality improvement peace processes Medact programme www.medact.org Conflict Casualties Monitor £1,000 Berghof Foundation www.iraqbodycount.org Engaging with the Iraq War Inquiry www.berghof-foundation.org £80,000 ¤121,083 Iraq Body Count NATO Watch Conflict transformation www.natowatch.org Conflicts Forum £75,000 Britain Yearly Meeting www.conflictsforum.org Core costs www.quaker.org.uk £40,000 £195,644 Core costs Network of Christian Peace QPSW/JRCT Peaceworker placements Organisations Conscience, Taxes for Peace Not War www.ncpo.org.uk British American Security www.conscienceonline.org.uk £2,000 Information Council (BASIC) £25,000 Active Nonviolence and Christianity – www.basicint.org Audience research and development project costs £227,250 work Promoting disarmament and non- Nobel Women’s Initiative proliferation Crisis Action www.nobelwomensinitiative.org www.crisisaction.org US$16,000 British Irish Rights Watch £90,000 Core costs www.birw.org Proactive coalitions for peace £6,871.50 Nuclear Information Service Engaging with the Iraq War Inquiry and Earth Security Initiative www.nuclearinfo.org the Baha Mousa Inquiry www.earthsecurity.org £131,700 £15,000 Core costs British Pugwash Trust A ‘Climate Peace’ agenda for the UK www.britishpugwash.org government Omega Research Foundation www.wmdawareness.org.uk www.omegaresearchfoundation.org £252,213 European Peacebuilding Liaison £150,000 WMD Awareness Programme Office Core costs www.eplo.org ¤100,000 Core costs Joseph Rowntree Charitable Trust Triennial Report 2009–11 17
Omega Research Foundation: ‘Solid rubber baton’ round cartridge found in the aftermath of a lethal raid by riot police on 17 February 2011 in Manama, Bahrain. openDemocracy Saferworld Verification Research, Training and www.openDemocracy.net www.saferworld.co.uk Information Centre £20,000 £30,000 www.vertic.org Working with Diana Francis on Conflict Protecting UK and EU Arms Export £99,770 Transformation and the Institution of Controls under the UK Coalition Core costs War Government War on Want Oxford Research Group Technische Universität Dortmund www.waronwant.org www.oxfordresearchgroup.org.uk ¤6,219 £45,000 £150,000 Arms Control for Robots Business in conflict Core costs Top Level Group of UK War Resisters’ International Peace News Parliamentarians for Multilateral www.wri-irg.org www.peacenews.info Nuclear Disarmament and Non- £143,155 £56,894 proliferation Supporting conscientious objection Radical Media Conference and web www.toplevelgroup.org ecosystem £165,000 Marc Weller Core costs £1,489 Praxis Centre, Leeds Metropolitan Engaging with the Iraq War Inquiry: University UK Uranium Weapons Network event at the House of Commons http://praxis.leedsmet.ac.uk/praxis http://uwnetwork.wordpress.com £23,422 £5,000 World Security Institute Northern Defence Industries – project Core costs www.worldsecurityinstitute.org extension US$16,000 University of Bradford, Department Global Zero Michael Randle of Peace Studies £2,000 www.brad.ac.uk/acad/peace Yorkshire CND Revised and updated edition of £164,337 www.yorkshirecnd.org.uk People Power & Protest since 1945 Vol 1 Influencing nuclear non-proliferation £16,200 and strengthening the Biological & Menwith Hill – Feast or Famine? An Responding to Conflict Chemical Weapons Convention impact assessment of a US military base www.respond.org on a local economy £170,000 Core costs
POWER AND RESPONSIBILITY 20 POWER AND RESPONSIBILITY
Recognising the need Energy and dynamism have been more evident on the streets in recent within corporate and times than in the mainstream political system. Powerful expressions of political institutions for anger at the injustices of the current political and economic system have greater accountability been seen in the Occupy and UK Uncut movements. They have caught the and openness, we want to public imagination because of their demands for fairness. There will be encourage work that: no quick fix to the current crises, but pressure from outside the political Strengthens the system may become an important lever for change. democratic process Enhances corporate The economic crisis has dominated the political agenda for the last accountability three years. The connections between the corporate world and our democratic system have become more visible. David Beetham’s essay The Builds confidence in the Unelected Oligarchy, published by Democratic Audit in June 2011, reveals way decisions are taken how the corporate sector has come to enjoy an unprecedented level of influence over all aspects of government and public life. At the same time governments have lost the capacity to control key areas of policy, particularly economic.
The changing environment has led us to focus more resources on the corporate accountability side of our work. The High Pay Commission did an amazing job in revealing the vast remuneration packages of the cor- porate elite and the harmful impact this has on wider society. Spinwatch “… the corporate sector has come and Corporate Europe Observatory have highlighted the dangers to our to enjoy an unprecedented level democratic system that powerful corporate lobbyists pose at UK and EU of influence over all aspects of levels. Their campaign for a robust statutory register of lobbyists is gain- government and public life.” ing ground.
The context of climate change and peak oil will make long term plan- ning an important priority for our democracy. Democratic Audit’s new assessment of democracy in the UK is due to be published in a new online format in early 2012. The changing nature of UK constitutional arrangements will inevitably feature large. This has become a focus for our programme following the outcome of the referendum in Wales and the landslide SNP election victory in Scotland in 2011.
Our preference is always to push forward on new agendas. Sometimes it becomes important to defend what has already been achieved. The gains of legislation like the Freedom of Information Act and the Human Rights Act are now under threat. These are important building blocks for our democracy. The Trust has continued to support those promoting a culture of human rights and freedoms in the UK.
Our Power and Responsibility programme has now been operating for six years. We have commissioned an impact assessment and think pieces on future priorities in this field. This is likely to lead to some refocusing of our agenda in the coming triennial period.
Power and Responsibility Committee members 2009-11: Helen Carmichael, Peter Coltman, Pam Giddy, Paul Henderson, Emily Miles, Antonia Swinson, Imran Tyabji, Marlene Winfield. Joseph Rowntree Charitable Trust Triennial Report 2009–11 21
Wales Governance Foundation for Centre Democracy and Sustainable The UK’s Changing Union brings Development (FDSD) together the separate constitutional debates across the countries of Most people want to hand down the UK. We chart the options for a healthy environment and a fair constitutional change and their world to future generations. Creat- consequences, with the goal of ing a democratic system capable of increased mutual understanding delivering this is not only possible, and a fairer and more balanced re- but is amongst the biggest priorities lationship between the countries of of our times. these islands. We also respond to the new Commission reviewing the FDSD is a research and advocacy constitutional settlement in Wales organisation working to help equip and engage civil society and the democracy to tackle the challenges wider public. of sustainable development.
The project involves a partnership We believe that current systems between the Wales Governance of democracy are beset by short- Centre at Cardiff University, the High Pay Commission and termism and an overemphasis on Institute of Welsh Affairs, and Centre one kind of economics. As such, Cymru Yfory/Tomorrow’s Wales. they are badly prepared for chal- We work against the backdrop of a The High Pay Commission found lenges like climate change, resource dynamic situation created not only excessive levels of top pay were cor- scarcity and an ageing and growing by the prospect of a referendum on rosive to society, business and the population. A thriving democratic Scottish independence, but also economy and forced the issue to the system is essential for dealing with by the planned changes to both top of the political agenda. these problems. Houses of Parliament. The urgency of our work is highlighted by the The High Pay Commission con- FDSD researches solutions and widely perceived weaknesses of ducted extensive research over builds coalitions for practical the Barnett formula, government the course of a year-long inquiry changes now. We are also creating commissions on the devolution set- into executive pay. It found bosses’ a bank of ideas for the future; for if tlement in Wales and on the West pay levels that had risen by 4,000- the challenges multiply, democracy Lothian question, and a moment 5,000% over the past 30 years to be itself will face new threats. of fundamental reappraisal in the highly damaging, not just to society European Union. but to the companies themselves. It That’s one reason why we speak produced a 12-point plan to tackle out when we think developments Through the creation of a new Fo- top pay which has been adopted in are taking democracy in the wrong rum on the Changing Union, the full by Labour and to some extent by direction. project will aim to break through the the coalition government. The High geographical, political and media Pay Centre was set up as a think-tank barriers that have created separate in January 2012 to follow on the constitutional debates in different Commission’s work. It is contribut- parts of the UK. It will also seek to ing to the charged debate on pay with influence the particular debate in targeted research and data provision, Wales, not only through direct sub- a series of events to raise awareness missions to the Silk Commission and of the issue and well-placed media to government at all levels, but also commentary. It aims to see all of through a wide programme of public the Commission’s recommendations education, including publications, implemented in full. meetings, conferences, print and online methods. 22 POWER AND RESPONSIBILITY
Ariadne Civil Liberties Trust Equality and Diversity Forum www.ariadne-network.eu www.liberty-human-rights.org.uk www.edf.org.uk £5,000 £135,000 £150,000 Core costs of a human rights funders’ Common Values campaign Core costs network Constitution Unit, University College Ethex Investment Club Ltd British Institute of Human Rights London www.ethex.org.uk www.bihr.org.uk www.ucl.ac.uk/constitution-unit £10,000 £120,000 £12,882 Development grant Core costs Legislative Committees at Westminster: the case for reform European Alternatives Ltd British Muslims for Secular www.euroalter.com Democracy Convention on Modern Liberty £15,000 www.bmsd.org.uk www.modernliberty.net People, Power, Participation: citizens’ £56,621 £5,000 deliberative forum on labour rights in Policy and Human Rights Officer Additional grant for convention costs the EU
Campaign for Freedom CORE Coalition European Citizen Action Service of Information www.corporate-responsibility.org www.ecas.org www.cfoi.org.uk £25,000 ¤114,585 £80,000 Core costs European Civil Society House initiative Core costs Corporate Europe Observatory European Coalition for Corporate Carbon Trade Watch www.corporateeurope.org Justice: Environmental Law Service www.carbontradewatch.org ¤105,000 www.eps.cz ¤21,380 Core costs for campaign for greater www.corporatejustice.org Research project on EU emissions transparency and a strong regulatory ¤72,785 trading framework for corporate lobbyists Reform of EU Corporate Accountability policy Centre for Political and Corporate Watch Constitutional Studies, www.corporatewatch.org.uk Fair Pay Network King’s College London £60,000 www.fairpaynetwork.org www.kcl.ac.uk/innovation/groups/ich/ Core costs £26,800 cpcs/index.aspx Study into the social costs of low pay in £75,000 Counting Women In UK supermarket chains Research project on codifying the UK www.countingwomenin.org Constitution £125,000 FairPensions Campaigning for women to have an www.fairpensions.org.uk Centre for Scottish Public Policy equal presence and voice in British £90,000 www.cspp.org.uk politics and public life Core costs and for a campaign for a new £15,000 legal framework governing pension Renewing Our Democracy programme Cymru Yfory – Tomorrow’s Wales providers www.tomorrow-wales.org Centre for Sustainable Energy £50,000 Faith in Community (Scotland) www.cse.org.uk Core costs and to promote informed www.faithincommunityscotland.org £43,000 debate within civil society on the £20,000 Towards a low carbon localism project constitutional settlement in Wales Poverty Truth Commission
Children’s Rights Alliance Democratic Solutions Ltd Fawcett Society for England www.digitaldemocracy.org.uk www.fawcettsociety.org.uk www.crae.org.uk £59,950 £105,000 £45,000 Development costs and trialling a Core costs Core costs website to encourage public involvement in the decision making process Food Ethics Council Church Action on Poverty www.foodethicscouncil.org www.church-poverty.org.uk Paul Dorfman £80,000 £88,530 www.nuclearconsult.com Project on Beyond Business as Usual: Community based Participatory £40,000 scenarios for good government Budgeting initiative An independent scrutiny of the nuclear power debate Foundation for Democracy and Civil Exchange Sustainable Development www.civilexchange.org.uk The Ecumenical Council for www.fdsd.org £13,600 Corporate Responsibility £45,000 Big Society Audit Report www.eccr.org.uk Core costs £15,000 Core costs Joseph Rowntree Charitable Trust Triennial Report 2009–11 23
Free Radicals LSE: Human Rights Futures Project Real Change www.freeradicals.org.uk www2.lse.ac.uk/humanrights £10,000 £20,000 £66,000 Public participation in the constitutional Seed funding for new youth movement Core costs reform agenda
Full Fact Media Standards Trust The Redress Trust www.fullfact.org www.mediastandardstrust.org www.redress.org £120,000 £60,000 £50,000 Core costs for new organisation Core costs Project on promoting transparency and providing authoritative analysis on compliance with human rights standards claims made by politicans Gay Moon on torture www.edf.org.uk High Pay Commission and Centre £88,120 SHM Foundation www.highpaycentre.org Fellowship to pursue the Advancing www.shmfoundation.org £236,000 Equality initiative £14,125 Costs of Commission and seed funding Engaging young voters in the AV for new High Pay Centre research Richard Murphy referendum and in the Police and Crime programme www.taxresearch.org.uk/blog Commissioner elections £70,000 Institute for Public Policy Research Personal award for defining a new role Team Video Productions www.ippr.org for tax in a post-recession UK www.team-video.co.uk £105,000 £16,900 New Era Economics project and research Network of European Foundations For study pack and DVD on Who Runs on Unequal Democracy www.nef-europe.org This Place? ¤10,000 Institute of Welsh Affairs ILDE (Initiative for Learning Thomas Paine Initiative www.iwa.org.uk Democracy in Europe) www.global-dialogue.eu/our-projects/ £45,000 thomas-paine-initiative Core costs Nuclear Waste Advisory Associates £50,000 www.nuclearwasteadvisory.co.uk To increase public support for and International Service £11,500 awareness of human rights in the UK www.internationalservice.org.uk Critique of government nuclear policy £5,000 Transparency International (UK) Human Rights Awards Ceremony in Oasis Charitable Trust www.transparency.org.uk York www.faithworks.info £45,000 £25,000 For study to assess the state of Investor Watch Faithworks: debating democracy and corruption in the UK www.carbontracker.org engaging with the AV referendum £38,000 VoteWatch.eu Carbon Tracker Initiative openDemocracy www.votewatch.eu www.openDemocracy.net £181,820 INVOLVE £90,000 Core costs for new web-based initiative www.involve.org.uk Sustainability development project and promoting transparency in EU decision £162,000 expanding Our Kingdom website making Core costs and for WWViews Public Involvement in Climate Change Policy POWER2010 Wales Governance Centre, the www.power2010.org.uk Institute of Welsh Affairs and Justice £111,500 Tomorrow’s Wales–Cymru Yfory www.justice.org.uk Core costs for the initiative promoting www.cf.ac.uk/wgc £29,300 democratic reform £50,000 Project on state surveillance, human Seed funding for the UK’s Changing rights and civil liberties Public Interest Investigations/ Union initiative Spinwatch Libertarian Research and Education www.spinwatch.org Kenyon Wright Trust £111,000 £3,000 www.statewatch.org Promotion of lobbying transparency Personal expense allowance £120,000 and for Alliance for Lobbying and Core costs Transparency York Workshops and WISE www.hull.ac.uk/WISE Local Works Public Interest Research Centre Ltd £5,710 www.localworks.org www.pirc.info FairTrade initiative within the Yorkshire £34,500 £138,801 and Humber region Core costs Core costs for programme on climate change
Racial Justice 26 RACIAL JUSTICE
We believe racial Black and ethnic minority communities have been hit disproportionately justice and equality of hard by the economic crisis, rising unemployment and public funding opportunity underpin cuts. They have taken the brunt of street-level tensions, punitive immigra- an harmonious multi- tion policies, the negative impact of counter-terror measures, the rise of racial, multi-ethnic far-right groups and overt Islamophobia throughout Europe. Complaints society in the UK. We about policing contribute to what can seem like overwhelming challenges. fund work addressing issues and policies that Nationally and at European level, JRCT’s priority is to support organi- affect minority ethnic communities including sations developing and disseminating policy proposals, and advocating refugees and asylum policy improvements. Labour government policies such as the Cohesion seekers. This programme and Prevent agendas, and the international ‘War on Terror’ caused real operates at three levels: concern to racial justice advocates. Any positive developments such as the locally in West Yorkshire, Equality Bill were welcome exceptions. nationally and pan-European. The coalition government brings different challenges. There are concerns about this government’s lack of interest, understanding or clarity about race as an issue. The Prime Minister claims that multiculturalism has “We sense more public debate failed; less than a month later the Deputy Prime Minister praises its posi- about the realities of racism tive impact. Cameron sets out policies to ‘bring down net migration’ while and the need for change.” Clegg argues against ‘a numbers game’.
At local and national level, many of our grantees have faced drastic cuts in their public sector funding. JUST West Yorkshire convened groups in the region, first through a conference in 2010 on the impact of public service cuts on the BME and third sector, and then to challenge local authorities to implement Equality Impact Assessments.
We are glad to hear new voices. Newly arrived migrant communities are becoming more organised: JRCT has helped to fund the Migrants’ Rights Network and Migrant Voice, and feisty migrant-led groups in West York- shire such as the African Women’s Support Project in Wakefield.
Gypsies and Travellers are among the most marginalised communities in the UK. The Dale Farm evictions highlighted the lack of adequate sites and tensions over planning permission. JRCT funded the Runnymede Trust to enable British organisations to provide evidence to the UN Committee on the Elimination of Racial Discrimination (CERD). As a result CERD made a robust public statement on the situation.
Early 2012 brought glimmers of hope. At last, two men were convicted for the murder of Stephen Lawrence – a small victory after years of little pro- gress since Stephen was killed, but a step forward. We sense more public debate about the realities of racism and the need for change. New groups are finding a new voice, new alliances are being built, and organisations working for racial justice are developing new strategies.
Racial Justice Committee members 2009-11: Nasim Aslam, Margaret Bryan, Helen Carmichael, Rowan Carr, Members of the Roma Community Association at Peter Coltman, Stan Lee, Marion McNaughton, Shakeel Meer, the Thornbury Centre, Bradford. Beverley Meeson, David Reardon, Nicola Rollock, Susan Seymour, Mohammad Shabbir, Imran Tyabji. Joseph Rowntree Charitable Trust Triennial Report 2009–11 27
Coalition for Racial Medical Justice The Thornbury Centre Equality and Rights Medical Justice works to end medi- Aiming High is supporting Roma CRER – Influencing Scottish issues cal abuse of immigration detainees people to challenge and change not from a race perspective. and send independent volunteer only the beliefs, perceptions and at- doctors into immigration removal titudes of others, but also their own CRER believes that across Scotland centres. personal and community beliefs that the voices and experience of black/ prevent them aiming high! minority ethnic people themselves Tabloids dehumanise asylum seek- are not routinely at the heart of the ers and governments ramp up de- Roma are not economic migrants process for achieving an equal and portations. Behind the headlines, but communities escaping perse- antiracist Scotland. This leads to a men and women who are not ac- cution and hate. We work through dependency culture and allows pub- cused of any crime are detained the Roma communities’ traditional lic bodies to ignore the structural indefinitely. cultural strengths of music, dance, changes needed to ensure racial mutual support and solidarity. We justice. Medical Justice deals with 1,000 de- empower them to challenge rac- tainees a year, sending independent ism and injustice to bring about We are attempting to guide public doctors into immigration removal improvements to their life chances. bodies to improve how they iden- centres to document their scars of tify and tackle racial discrimina- torture. We challenge instances of JUST – WEST YORKSHIRE tion while building the capacity of men, women and children being individual black/minority ethnic denied medication and treatment. JUST – West Yorkshire seeks to people to understand and assert achieve parity in outcomes for BME their rights. West Yorkshire communities by promoting racial Programme justice, civil liberties and human Institute of Race rights. It uses research, social me- Relations Huddersfield Pakistani dia, documentaries, campaigning, Community Alliance advocacy and project-led work. At the interface of research and campaigning on racism in Europe. Giving young people a chance, Over the last five years JUST has choice and voice! been assessing the impact of govern- For nearly two decades, the IRR ment policy and practice relating to has shown how racism in the UK is Our JRCT grant supports a two year policing, criminal justice, Prevent, shaped by developments in Europe programme aimed at motivating and War on Terror and Community and has warned that racism takes nurturing young people to the posi- Cohesion. on new guises. Racism is meted out tions of leadership in their immedi- to asylum seekers and migrants and ate and the wider society. Young More recently, JUST has been to Muslims. The current wave of people of Pakistani background are interrogating the Big Society and nationalistic patriotism is opening increasingly concerned that they Localism agenda, highlighting the out to another fascism. Through don’t have a voice or choice on is- discrepancy between the rhetoric reports, briefings and news alerts, sues that affect them. Twenty five of people power and its reality. It the European research project edu- young men and women are being has been critical about the pace of cates and informs a range of people supported to critically examine and public sector cuts, the dismantling and groups – from opinion formers, understand the role of key institu- of the not-for-profit sector and the academics and the national media tions – how decisions are made and introduction of free market prin- to community groups. influenced at the highest level. ciples into the delivery of public services. 28 RACIAL JUSTICE
National and European Grants George Padmore Institute Migrants’ Rights Network www.georgepadmoreinstitute.org www.migrantsrights.org.uk The Aire Centre £7,000 £135,000 www.airecentre.org The John La Rose Annual Memorial Core costs £78,650 Lecture Series Tackling social exclusion of EU migrants Migrant Voice of minority race and ethnicity in Britain Global Link (Lancaster) Ltd www.migrantvoice.org www.globallink.org.uk £60,000 Asia House £30,000 Strengthening the voice of migrants in www.asiahouse.org Escape to Safety: an exhibition the media £2,000 challenging injustice towards refugees Understanding Islam Series 2009/10 and asylum seekers Muslim Women’s Network UK www.mwnuk.co.uk Asylum Aid Immigration Law Practitioners’ £90,000 www.asylumaid.org.uk Association Core costs £60,000 www.ilpa.org.uk Refugee Women’s Resource Project: £198,000 National Coalition of Researcher Legal Officer Anti-Deportation Campaigns www.ncadc.org.uk Asylum Support Appeals Project Institute for Public Policy Research £125,000 www.asaproject.org.uk www.ippr.org Core costs £30,000 £61,450 Policy/advocacy/litigation project Communicating Migration National Federation of Gypsy Liaison Groups Bail for Immigration Detainees Institute for Social Change, www.nationalgypsytravellerfederation. www.biduk.org University of Manchester org £80,000 www.humanities.manchester.ac.uk/ £87,000 Research and policy work socialchange Core costs £25,000 Black Training and Enterprise Group Research and analysis on attitudes to Network of European Foundations www.bteg.co.uk immigration www.nef-europe.org £75,000 www.epim.info Core costs Institute of Race Relations ¤112,360 www.irr.org.uk The European Programme for Tina Carr & Annemarie Schone £92,800 Integration and Migration (EPIM) www.simply-solar.co.uk Work on anti-racism in Britain and www.oncewewerebirds.blogspot.com Europe Runnymede Trust £61,000 www.runnymedetrust.org Photography/video project with Gypsy, International Commission of Jurists £87,500 Roma and Traveller communities in www.icj.org Advocacy work: UN Committee for the the UK CHF 142,824 Elimination of Racial Discrimination, Project on Migration and International and UK Parliament Church Action on Poverty Human Rights Law in Europe www.church-poverty.org.uk Saheliya £14,000 Islington Law Centre www.saheliya.org.uk Living Ghosts campaign www.themigrantslawproject.org £102,692 £30,000 Development Officer to raise awareness Coalition for Racial Developing and establishing the in Scotland of the mental health needs of Equality and Rights Migrants’ Law Project BME women www.crer.org.uk £60,000 Joint Council for the Searchlight Educational Trust Monitoring and addressing public race Welfare of Immigrants www.setrust.org.uk equality work www.jcwi.org.uk £40,000 £40,000 Community-based organising European Council on Refugees Policy and campaign work and Exiles (ECRE) Still Human Still Here www.ecre.org Kanlungan http://stillhumanstillhere.wordpress. ¤85,500 www.kanlungan.org.uk com Core costs £15,000 £53,546 Challenging legal changes affecting Advocacy and Campaigns Manager European Network Against Racism senior care workers www.enar-eu.org Travellers Aid Trust ¤40,000 Medical Justice www.travellersaidtrust.org ENAR Shadow Reports www.medicaljustice.org.uk £16,450 £60,000 Panel review of government policy on Core costs Gypsies and Travellers Joseph Rowntree Charitable Trust Triennial Report 2009–11 29
UK Race in Europe Network Building on Success: working with young Leeds GATE (UKREN) people to help them develop initiatives to www.gypsyromatravellerleeds.co.uk/ www.runnymedetrust.org tackle race inequalities information/GATE.html £75,000 £46,489 Core costs Health for All (Leeds) Leadership and sustainability www.healthforall.org.uk West Yorkshire Grants £58,094 Leeds Racial Equality Council AWAAZ – Asian Women’s Network http://leedsrec.org.uk Advocacy Support Development Worker £35,000 £37,266 Core costs and organisation development Huddersfield Pakistani Roma Voice: strategic advocacy for the consultancy Community Alliance Roma £39,875 Next Generation African Caribbean Achievement Project with young people to help www.nextgeneration.org.uk Project develop a sense of identity and £40,000 www.acap.org.uk leadership nXt gen Equals Project (Phase 2): £55,000 anti-racist initiative for young people Ice and Fire Theatre Post of Strategic Client Services http://iceandfire.co.uk/ Positive Action for Refugees & Manager £24,000 Asylum Seekers African Women’s Support Human rights project aimed at www.pafras.org.uk Project Foundation influencing frontline practice and £30,000 www.awspfoundation.org service provision for asylum seekers Information & Communications Officer £60,000 and refugees Rooots Ltd Core costs JUST – West Yorkshire www.rooots.org.uk Afrikan Curriculum www.justwestyorkshire.co.uk £25,100 Development Association £200,000 Training for service providers to £14,815 Promote racial justice, civil liberties and improve policies and services and Development work in relation to the new human rights (core costs) increase respect for African-Caribbean ‘Abolition’ education pack people with learning disabilities Keighley & Ilkley Voluntary and Bradford Muslim Women’s Council Community Action The Thornbury Centre www.bmwc.org.uk www.keighleyvs.org www.thornburycentre.com £55,000 £60,000 £40,000 Development and support costs Racial Inclusion and Integration Project Develop Roma Community Association
The Diversity Project Limited Leeds Asylum Seekers’ Support West Yorkshire Racial Justice £40,000 Network Network Ahead for Youth: anti-racist work with www.lassn.org.uk www.justwestyorkshire.org.uk young people £18,000 £45,000 Raising awareness of asylum issues and Network Coordinator costs Envision encouraging public debate and critical www.envision.org.uk analysis to tackle prejudice £54,546 Titanic Centre, Belfast © Donal McCann Photography ireland 32 ireland
We aim to fund work which Over the last three years the Republic of Ireland has seen recession, banking will support the ongoing crisis, bail-outs, public sector spending cuts and hardship for many people. development of a just and peaceful society in the The economic crisis has created significant political instability. In early island of Ireland. 2011, a new coalition government of Fine Gael and Labour promised po- litical reform. But current austerity policies are deepening inequality and In April 2011, following a disadvantage. Yet a belief that there must be another way is emerging. It consultation process, the is vital that citizens and social movements exert pressure on their elected Trust introduced a new representatives to listen to what is being said and to act in their interests. funding policy focused primarily on work related In Northern Ireland a £4bn cut in the 2011 budget threatens the equality to the Northern Ireland and human rights agenda. The rising level of youth unemployment has conflict. The Trust then potentially destabilising effects. began a review of its funding in the Republic, which is still ongoing. Since 2008 Northern Ireland has witnessed some significant and positive developments. A number of paramilitary organisations decommissioned their weapons. The publication of the Saville inquiry report into the events of Bloody Sunday marked an historic moment in Northern Ireland’s process of dealing with the past. A political deal has been agreed on the devolution of policing and justice and secured Northern Ireland’s first Justice Bill for 40 years.
“Yet a belief that there must be But there still remain profound challenges for power-sharing between another way is emerging. It is parties with strong sectarian agendas, especially around a strategy for vital that citizens and social reconciliation. Elections for the Stormont Assembly in 2011 left the DUP movements exert pressure on and Sinn Fein dominant in the political landscape, with a void in terms of their elected representatives effective political opposition. Northern Ireland’s first election about ‘bread to listen to what is being said and butter issues’ was met with an upsurge in violent activity which has and to act in their interests.” continued throughout the period. Significantly, Peter Robinson dedicated his party’s win in the elections to the memory of Ronan Kerr, the Catholic police officer from Omagh who was killed by dissident republicans – and he took the symbolic step to attend the funeral. Northern Ireland has the opportunity to build on this example of reconciliation to create a shared future – rather than a shared-out future – which places rights and justice centre stage.
The Trust has continued to support work which promotes equality, social justice and human rights on the island of Ireland. The Northern Ireland Community Relations Council has produced the first annual Peace Moni- toring Report, assessing the progress of Northern Ireland towards a peace- ful existence. In the Republic, JRCT grantee Tasc is advocating tirelessly for equality to be at the core of public policy in a more democratic society.
The Trust will receive two reviews in 2012: an evaluation of the pro - gramme in the Republic and an assessment of governmental and civil society connections between the two jurisdictions.
Ireland Committee members 2009-11: Peter Coltman, Christine Davis, Paul Henderson, Cathleen McDonagh, Conal McFeely, Marion McNaughton, David Shutt, Paddy Sloan. Joseph Rowntree Charitable Trust Triennial Report 2009–11 33
Claiming Our Future Women’s Resource and Community Action Development Agency Network Claiming our Future seeks to turn the situation of economic crisis into WRDA enables politicians and We aim to change the power rela- an opportunity for a more equal policymakers to understand that tionship between people experienc- and environmentally sustainable there are few political or policy deci- ing inequality and decision makers. Ireland. We are responding to the sions that do not have a differential We believe that this will result in challenge faced by civil society to impact on the lives of men and of tangible improvements in the living renew and re-imagine its work and women. conditions of rights holders and organisation. Claiming our Future lasting systemic change. brings together the different strands The post of Women’s Sector lobbyist of civil society, organises cross-sec- operates in the context of a society Community Action Network (CAN) toral deliberative events to explore emerging from decades of conflict is a radical community development shared policy goals, and campaigns with a relatively new devolved ad- organisation based on principles of to build popular support for a new ministration. This is heavily male- justice, participation and equality. value base. We are creating new dominated, fairly adversarial and Since 2009, with resources from forms of organisation and new ways not a particularly comfortable space JRCT, we have striven to use human of working within civil society. We for women. The lobbyist promotes rights standards to empower and are building popular support for greater engagement between po- strengthen local residents to hold key ideas including income equal- litical parties and women’s or - the Irish government to account ity, participative democracy and an ganisations and intervenes in the for poor quality social housing. We economy for society. policy making process so that it started in one geographical area of becomes ‘gender sensitised’. With Dublin, where we established Rialto EXPAC the establishment of a NI Women’s Rights in Action to give a distinct Budget Group and the Counting identity to participating residents. Expac’s Conflicts of Interest pro- Women In – 50:50 group we hope There they gathered evidence of gramme offers people an opportu- women’s economic inequality and dampness, sewage, mould, and the nity to learn that Ireland’s recent under-representation in political lack of information and participa- history can be interpreted, validly, decision making will finally receive tion in decisions. We are now ex- in different ways. serious consideration. tending this approach countrywide. In collaboration with legal and aca- We are working in a post-conflict demic activists, we propose to use Northern Ireland where, in spite of the evidence gathered to request a greatly improved political climate, the European Committee of Social deep sectarian divisions persist. Rights to instigate an inquiry under To address this difficulty, Expac Article 30 of the European Social delivers a training programme that Charter. emphasises the need to understand, if not necessarily accept, alterna- CAN: Rialto Rights in Action members tive points of view. By doing so visiting related projects in Belfast Expac is trying to promote mature analysis rather than antagonistic controversy, around a shared his- tory. Hopefully, by looking more dispassionately on the recent past, an agreement to differ can emerge. This will allow people to move on and identify issues of common inter- est that will help generate a more fruitful future. 34 ireland
Republic of Ireland Grants Equality and Rights Alliance NGO Alliance Against Racism www.eracampaign.org (NAAR) Action from Ireland (Afri) ¤140,000 ¤10,000 www.afri.ie Core costs NGO Joint Shadow Report to the UN ¤105,000 CERD process costs Community resistance and sharing Front Line lessons www.frontlinedefenders.org Parliamentwatch ¤23,000 www.abgeordnetenwatch.de AkiDwA Human Rights Monitor in North Mayo www.candidatewatch.ie www.akidwa.ie ¤76,000 ¤150,000 Irish Forum for Peace in Sri Lanka CandidateWatch Policy work www.ifpsl.org ¤1,500 Tasc Cavan Community Forum Independent Tribunal on Sri Lanka www.tascnet.ie www.cavancommunity.ie ¤80,000 ¤10,000 Irish Penal Reform Trust Policy Analyst Regional conference on respective www.iprt.ie roles of elected and community ¤120,000 Transparency International (Ireland) representatives in policy making Core costs www.transparency.ie ¤100,000 Claiming our Future Irish Traveller Movement Core costs www.claimingourfuture.ie www.itmtrav.ie ¤50,000 ¤100,000 Westmeath Employment Pact Activity costs for movement National Policy Development Worker ¤50,000 Dialogue programme to explore Community Sector Employers’ Forum Is Feidir Linn underlying causes of intra- and inter- www.csef.ie www.isfeidirlinn.org community conflicts affecting the ¤30,000 www.claimingourfuture.ie Traveller community Tackling the Shadow Employer Role: ¤20,000 improving state/community sector Claiming our future Women for Election employer relations www.womenforelection.ie Longford Women’s Link ¤55,000 Community Workers Co-operative www.longfordwomenslink.org Leadership post www.cwc.ie ¤75,000 ¤10,000 Manifesto Group – worker and costs Working for Change – the Irish journal of community work National Women’s Council of Ireland www.nwci.ie Niall Crowley ¤129,932 ¤40,000 Where are the Women? Personal award
Irish Traveller Movement: Traveller Pride Awards 2010 Joseph Rowntree Charitable Trust Triennial Report 2009–11 35
WRDA: launch of Gender Focus bulletin .
Northern Ireland Grants Edge Hill University The Rainbow Project www.edgehill.ac.uk www.rainbow-project.org Border Arts 2000 £6,190 £60,000 http://borderarts2000.blogspot.com Symposium to compare Irish and Equality Officer £45,630 Muslim experiences of counter- Cultural dialogue initiative in Castlederg insurgency law and policies Women’s Resource & Development Agency British Irish Rights Watch Healing Through Remembering www.wrda.net www.birw.org www.healingthroughremembering.info £118,770 £60,000 £50,000 Policy work Core costs Core costs Cross Border Grants Committee on the Administration of Northern Ireland Anti-Poverty Justice Network Community Action Network www.caj.org.uk www.niapn.org www.canaction.ie £60,000 £5,200 ¤289,590 Core costs Poverty and the Northern Ireland Human rights project in Dublin Conflict – research costs Community Foundation for Northern Expac Ltd Ireland Northern Ireland Community of www.expac.ie www.communityfoundationni.org Refugees and Asylum Seekers ¤30,000 £202,608 www.nicras.org.uk Conflicts of Interest project The Dialogue Programme: Transitional £34,278 Support Coordinator Core costs Hanna’s House www.hannashouse.ie Community Regeneration and Social Pat Finucane Centre ¤65,000 Economy Initiative www.patfinucanecentre.org Core costs £60,000 £38,076 Community regeneration initiative Core costs
Creggan Enterprises Limited www.rathmor.com £55,000 Dialogue and transition processes
QUAKER CONCERNS 38 QUAKER CONCERNS
JRCT seeks to support Joseph Rowntree’s eldest son, John Wilhelm, died in March 1905, aged 36 the spiritual life of the – less than three months after Joseph wrote the memorandum establishing Religious Society of Friends, his charitable Trust. In adulthood he coped with physical ill-health, loss of and the development of sight and depression, but in spite of this he sustained his determination to Quaker responses to the ‘making the Society of Friends a real and living force in the world’. Today, problems of our time. JRCT continues to fund the sort of Quaker work John Wilhelm Rowntree might have supported – work that strengthens a liberal, inclusive Society of Friends that is exciting and spiritually alive.
The Trust encouraged Ben Pink Dandelion to write Celebrating the Quaker Way, which was published in 2009 by Britain Yearly Meeting. Ben is an academic: this booklet is his personal celebration of Quakerism, and he told us that writing it helped him find a new voice. In turn, it has inspired others to celebrate the Quaker way in their own voices.
We are privileged to be linked to initiatives that find new ways of thinking and talking about Quakerism – Quaker Quest, the Kindlers and Experi- ment with Light. A grant to Friends in Wales is helping them to explore Quakerism through the Welsh language. The Quaker Disability Equality Group and Britain Yearly Meeting’s Sustainability and Peace programme are working with Quakers dealing with different challenges.
We’ve been pleased to increase support to Quaker Meetings elsewhere in Europe. JRCT helps fund the Europe and Middle East Section (EMES) of Friends’ World Committee for Consultation – the collective body for Quaker meetings in Europe and the Middle East. It keeps in touch with small Meetings and isolated Friends across the continent. We have helped Ireland Yearly Meeting employ a youth coordinator and contributed to a small gathering of Quakers in Central Europe.
“The Sustainability and Peace As Ben wrote in Celebrating the Quaker Way, “Faith is about action in the programme drives, facilitates and world.” This programme also helps Quakers, working alongside other supports action and reflection groups, to sustain hope in difficult times. The Quaker Council for Europe- to develop a Quaker witness an Affairs advocates for democratic governance, economic justice, human to sustainability and peace. It rights, peace and sustainable energy security. In East London, Quaker So- aims to transform Britain Yearly cial Action works with people living on a low income. The West Midlands Meeting into a low-carbon Quaker Peace Education Project works in primary schools, developing sustainable community.” peaceful, creative and inclusive conflict resolution skills with pupils and staff. Kvekerhelp (Quaker Service Norway) organised a conference about peace initiatives in East Africa.
And, in case Quakers are accused of hiding their lights under bushels, the Quakers in the World internet portal being developed by Friends in the Chilterns area is one way of sharing some of these – and many other – stories. Joseph Rowntree Charitable Trust Triennial Report 2009–11 39
Quaker Social Action Britain Yearly Meeting Ireland Yearly Meeting
QSA is an independent charity with The Sustainability and Peace pro- Ireland Yearly Meeting has em- a practical, creative and values-led gramme drives, facilitates and ployed a youth co-ordinator whose approach to bringing about social supports action and reflection to work includes the nurturing of our justice for people living in poverty, develop a Quaker witness to sustain- young people both socially and in East London and beyond. ability and peace. It aims to trans- spiritually in an environment of form Britain Yearly Meeting into a openness and integrity. We hope Founded in 1867, QSA aims to tackle low-carbon sustainable community. this will strengthen the future of both the material effects and the Ireland Yearly Meeting. structural causes of deprivation, a In August 2011 Quakers in Brit- challenge as great as it has ever been ain made a strong corporate com- Ireland Yearly Meeting applied for (with 24,000 (52%) Tower Hamlets mitment to become a low-carbon, funding to employ a youth coordi- children living below the poverty sustainable community. The Sus- nator following a concern that we line). Homelink and Homestore cre- tainability and Peace programme needed to do more to keep our youth ate tenancies and provide essential supported the discernment that involved with Friends in Ireland. As furniture. Knees Up builds commu- led to this commitment and is now well as supporting existing com- nity capacity and aspirations. People focused on how to make it real. mittees and youth gatherings, the struggling with funeral costs receive coordinator’s work includes leader- support from Down to Earth. Par- We are producing resources (such ship training and setting up youth ents learn financial literacy skills as carbon footprint calculators for groups in three areas of Ireland. to share with the next generation individual Friends and meetings), Already we are seeing more young through Made of Money. facilitating events, connecting people at Yearly Meeting and other Friends across the Yearly Meeting, gatherings. With JRCT’s support QSA is ex- supporting ongoing discernment, amining its contemporary purpose speaking out, and sharing and cel- and strategy, underpinned by our ebrating successes. Quaker history, ethos and govern- ance. We’re asking representatives from our diverse community to shed light on unmet needs and inequali- ties, shaping our East London ser- vices and the learning we share nationwide. Quaker Social Action: Made of Money – innovative financial learning workshops bring low income dads and their children together to learn about money.
Joseph Rowntree Charitable Trust Triennial Report 2009–11 41
Breckenbrough School Friends World Committee for Moyallon Centre Management www.breckenbrough.org.uk Consultation Committee £3,300 http://fwccworld.org www.moyallon.org Breckenbrough School History Project £26,250 £28,500 Study materials, travel costs and a Global Vision and Outreach Worker Britain Yearly Meeting Change consultation related to the 6th www.quaker.org.uk World Conference of Friends, Kenya Niladri £91,180 2012 £25,000 Sustainability & Peace Programme Developing a new project to make The Friend Publications Ltd spiritual practice more accessible Central England Area Meeting – www.thefriend.org West Midlands Quaker Peace £30,000 Northern Friends’ Peace Board Education Project A Quaker model of investigative www.nfpb.gn.apc.org www.peacemakers.org.uk journalism £45,000 £95,250 Project development and core costs Development work, and the Peacemaker Glenthorne Quaker Centre Project www.glenthorne.org Quaker Book Committee £28,044 £5,000 Central European Gathering of Employment of a Friend in Residence Book Project – Quaker work during the Friends ‘Troubles’ in Northern Ireland ¤1,100 High Flatts Quaker Meeting 2011 gathering at Litomysl, Czech £2,000 Quaker Council for European Affairs Republic Publication of transcripts of the Joseph www.qcea.org Wood journals ¤120,000 Chilterns Area Quaker Meeting New Core costs Jordans Programme Ireland Yearly Meeting of the Society www.newjordans.org of Friends Quaker Disability Equality Group £66,000 www.quakers-in-ireland.ie www.quaker.org.uk/quaker-disability- Quakers in the World website portal ¤68,325 equality-group development A youth coordinator, courses to support £9,918 Friends and meetings, and the ‘Why Core costs Europe and Middle East Section Violence?’ campaign (EMES) Quaker Service Norway (Kvekerhjelp) www.fwccemes.org The Kindlers www.kveker.org/kvekerhjelp £161,000 www.quaker.org.uk/kindlers NOK 80,000 Ministry and Outreach Programme and £18,000 Conferences: From Peace Projects to some core costs Core costs Peace Politics, and Israel: Democracy and Free Speech for all? Europe and Middle East Young Leaveners Friends Charitable Committee www.leaveners.org Quaker Social Action http://emeyf.quaker.eu.org £93,000 www.quakersocialaction.com ¤12,900 Coordinator £40,662 Core activities Development work with a focus on Meeting of Friends in Wales Quaker values Experiment with Light Network www.quakersinwales.org.uk www.experiment-with-light.org.uk £30,863 Young Friends General Meeting £6,260 Quakerism through the Welsh language http://yfgm.quaker.org.uk Conference £33,227 YFGM Coordinator new leadings 44 NEW LEADINGS
Grants made under our ‘New At last we have an appropriate name for the important part of our work Leadings’ heading enable us that does not fit easily into any of our main programme areas. At various to explore new directions. times we have described this work as Miscellaneous or Other – not the Where appropriate, we are right titles for some of our most innovative funding. willing to take risks and fund unpopular causes New Leadings gives a sense of purpose and direction. It describes well our within our broad aims constant search for new ways to promote a more peaceful and socially just of promoting a peaceful world, as we try to live up to Joseph Rowntree’s aspiration that his Trusts world, political equality and social justice. should be ‘living bodies, free to adapt themselves in the ever changing necessities of the nation’.
“New Leadings gives a sense of Our thinking about new directions has been influenced by the experi- purpose and direction. It describes ence of running our centenary project – Visionaries for a Just and Peace- well our constant search for new ful World. Through this scheme we sought people with a vision for social ways to promote a more peaceful and change and offered six individuals five years of funding to get on with the socially just world, as we try to live up job. This scheme featured in our last triennial report. The project ended to Joseph Rowntree’s aspiration that in 2010 and has been recorded for us by Rosemary Hartill in Visions of the his Trusts should be ‘living bodies, Future, a report available from the Trust office. free to adapt themselves in the ever changing necessities of the nation’.” Our experience is that there are great strengths to our practice of working through programmes. The programme committees and staff build a level of expertise and create a focus for their work which is often an essential component of making an impact. The weakness is that we develop a silo ap- proach, that we miss the links between initiatives in different programmes and that we fail to spot innovative ideas that promote our mission just because they do not fit easily with our framework. New Leadings offers us the opportunity to look outside the box and explore new and risky ideas. We have often noted that this area allows Trustees to support work with an international dimension.
In recent years we have increased our funding in this area. Despite this a problem arises if Trustees choose to offer continuation funding for ini- tiatives under this heading. The programme silts up. We have devised a strategy that aims to prevent this happening. An organisation or individual supported through the New Leadings programme should be eligible to apply for a second grant under the programme. But at the time of making a second grant Trustees will decide to which standing programme the initiative will be referred if it wishes to apply for a third grant. It is too early to determine how this will work in practice. The hope is that it will help us to always be in the position to back creative cutting edge work. Joseph Rowntree Charitable Trust Triennial Report 2009–11 45
Seeds for Change
Seeds for Change aims to play a key role in equipping grassroots groups and communities with the skills they need to actively engage in effecting social change.
Grassroots direct action can suc- cessfully challenge the social and environmental exploitation that characterises our society. Our train- ing and support gives people access to new skills and the means to build stronger, more effective groups and networks. This in turn builds con-
Brian Currin. fidence and increased action for positive social change. It also lays Brian Currin Platform the groundwork for grassroots com- munities to deal with a precarious My cause as a peace process facilita- Platform is a UK campaigning group economic and ecological future. A tor is to transform all the negative that combines arts and activism for fairer society can only be built when energy that feeds violent conflict social justice. we can work together to create it. into positive energy to build sustain- able peace in conflict zones. The execution of Ken Saro-Wiwa Tax Justice Network in 1995 illustrated the human cost The Basque violent conflict has been of oil. Since then, Platform has held The Tax Justice Network is an ex- raging in the heart of Europe for governments and corporations ac- pert-led group that aims to defend almost 50 years. I was privileged countable for the global impacts of democracy and tackle poverty and as a peace process facilitator to oil extraction. inequality by challenging tax abuse have been involved in ETA’s final and offshore tax havens. ceasefire declaration and subse- Europe’s dependence on oil im- quent unilateral declaration de- ports has led to a conflict between We are addressing what may be finitively ending its armed activity. energy interests and human and the greatest faultline in the global There is still a long road to travel. environmental rights. Policymak- economy. We are creating a new, ETA’s armed struggle was not the ers in London and Brussels have coherent narrative to explain how conflict; it was a symptom of the supported oil-rich dictatorships, the offshore system has channelled political conflict about the status and approved pipelines that lock us wealth and economic and political of the Basque Country in Spain. into decades of fossil fuel depend- power upwards, at the expense of Our immediate challenges are: the ence. Platform proposes that UK ordinary people across the world. restoration of free political activ- and EU energy policy comes under We are interested not only in tax ity and; all inclusive negotiations the democratic control of the public – but also in other escape routes between Basque political parties and impacted communities, and that tax havens provide: lax finan- on the complex issue of self-deter- supports the necessary shift to a cial regulation and criminal laws; mination. Depending on the agreed low carbon economy. secrecy, and more. The economist outcome, there may be a future need J.K. Galbraith said all successful for negotiations with Madrid. revolutions involve kicking in a rotten door. We have identified the door and we’re kicking – hard. We believe we have helped ignite a genuine revolution in modern eco- nomic thinking. 46 NEW LEADINGS
Platform has held governments and corporations accountable for the global impacts of oil extraction.
3D – Trade – Human Rights – Good Nation Tax Justice Network Equitable Economy £15,000 www.taxjustice.net www.3dthree.org Good Nation: for project to promote £150,000 CHF 225,000 public debate on the ethical challenges For global public outreach programme Core costs and for promoting human posed by the economic and political rights in relation to trade policy crises Tricycle Theatre www.tricycle.co.uk Action on Rights for Children (ARCH) Inquest Charitable Trust £10,000 www.archrights.org.uk www.inquest.org.uk Staging of the Baha Mousa Public £11,550 £80,000 Inquiry play Data-sharing research project Core costs University of York, Centre for Bradford Women for Peace Platform Applied Human Rights £15,000 www.platformlondon.org www.york.ac.uk/inst/cahr Listening project £234,000 £3,500 For project on reforming foreign energy Breaking the Silence: A luta continua Cageprisoners policy – an exhibition acknowledging the www.cageprisoners.com unacknowledged heroes and survivors of £135,000 Project Energy Bank the struggle against apartheid in South Core costs www.energybank.eu Africa £75,000 Centre for Civil and Political Rights Scoping exercise Shelagh Willet www.ccprcentre.org £5,000 CHF 210,000 Seeds for Change Network Personal award Core costs for new organisation www.seedsforchange.org.uk promoting NGO participation in £120,000 York Travellers Trust the work of the UN Human Rights Providing support and training for http://yorktravellerstrust.wordpress. Committee grassroots groups working for social com change £90,000 Brian Currin Core costs £77,294 Sheila McKechnie Foundation Peace process in Spain/the Basque www.smk.org.uk Country £45,000 Core costs The Equality Trust www.equalitytrust.org.uk Helen Steven and Ellen Moxley £150,000 £39,600 Core costs Personal award
Foundation for Future Generations Talk for a Change www.FoundationFutureGenerations.org www.talkforachange.co.uk ¤9,600 £30,000 Foundation 3.0 Initiative Hot Potatoes and Hope Finance
Platform proposes that UK and EU energy policy comes under the democratic control of the public and impacted communities, and supports the necessary shift to a low carbon economy. 48
FINANCE
“As a Quaker Trust, JRCT The financial information included Summary balance sheet uses its financial resources in this triennial report has been The value of the Trust endowment for radical change towards a based on the Joseph Rowntree rose from £117m at the start of the more peaceful, equal and just Charitable Trust Trustees’ Report Triennial period to £146m at its end. world. Our investments, and and Financial Statements for the We were invested primarily in UK our behaviour as an investor, three years to 31 December 2009, and European equities which are contribute to this aim.” 2010 and 2011. For further informa- usually highly volatile but, over the tion, the full annual accounts and Triennial period, this volatility was auditors’ report on those accounts accentuated by general economic should be consulted. Copies can be instability. obtained from Jackie Turpin, Head of Finance.
Summary balance sheet – as at 31 December 2011 2010 2009 £'000 £'000 £'000 Investments 150,407 173,161 158,144 Outstanding grants and loans approved (7,441) (8,206) (8,523) Other net assets/(liabilities) 2,706 1,241 1,070 Value of the endowment 145,672 166,196 150,691
Movement on the endowment
£'000
Value of Trust endowment at start of Triennal period 116,997 (01/01/2009) Movement over the three years 28,675
Value of Trust endowment at end of Triennal period 145,672 (31/12/2011) Joseph Rowntree Charitable Trust Triennial Report 2009–11 49
Investment portfolio 2009-11 grant expenditure The Trust’s main portfolio was managed by RC Brown Investment 2011 2010 2009 Management. The Trust also holds £'000 £'000 £'000 a small number of investments in a Ireland 793 944 648 secondary portfolio which Trustees manage themselves. At the end of New Leadings 691 355 777 2011 the latter portfolio represented Peace 1,191 1,246 1,122 16% (2008: 15%) of the Trust’s in- vestments. Power and Responsibility 1,309 1,535 1,181 Quaker Concerns 121 525 385 The rolling three year return on the whole portfolio net of invest- Racial Justice 1,080 1,156 1,005 ment management fees over the Triennial was 39.01% compared to South Africa* 39 39 45 43.8% for the FTSE All Share Index. Total Grants and Net Loans 5,224 5,800 5,163 In pursuing the Trust’s long term investment policy, we recognise * The South Africa programme closed in 2008. Some grants continued to be paid until 2011. the limitations of comparing per- formance to a benchmark and only regard the FTSE ASI as a guide. 2009-11 grant expenditure (£’000)
While we will continue to keep the Trust’s investment performance and spending policy under review, we nevertheless believe that our financial position as at 31 December 2011 will allow us to fulfil our obli- gations to existing grant holders and to fund new work at similar levels to recent years.
Investment strategy and ethical investment In November 2010, we adopted a revised investment strategy, sum- marised below:
As a Quaker Trust, JRCT uses its fi- nancial resources for radical change towards a more peaceful, equal and just world. Our investments, and our behaviour as an investor, contribute Ireland 2,385 Quaker Concerns 1,031 to this aim.
New Leadings 1,823 Racial Justice 3,241 It follows that our investment policy needs to strike the right balance, Peace 3,559 South Africa 123 financially and in terms of Trustee and staff time, between the follow- Power & Responsibility 4,025 ing four principles, listed in order of priority: 50
FINANCE
“Our experience over the last 30 Funding the Trust’s grant Investing in enterprises which years underpins our belief that we making programmes over the seek to realise our aims do not necessarily need to sacrifice long term We aim to invest in companies financial returns to invest ethically, In 2008 we decided to perpetuate which operate with integrity and but neither will we sacrifice our the Trust for at least the next 10 whose products or services meet ethics for financial gain.” years, with the aim of increasing the basic needs of people and pro- annually our grant expenditure tect the natural environment. We at least in line with the inflation also wish to invest in companies experienced by our grantees. Our which offer solutions to problems investments therefore need to such as climate change, resource “We aim to invest in companies generate a total return which at constraints and loss of biodiversity. which operate with integrity and least matches inflation. They are whose products or services meet the weighted towards assets which can We see ourselves as owners of the basic needs of people and protect the be expected to grow their value and companies in which we invest and natural environment.” the income they generate and are expect to be long term holders. diversified to avoid overdependence on individual companies, industry We are interested in assisting the sectors, geographical markets or development of alternatives to the asset classes. dominant, speculative, short term, capital markets. We are prepared “We recognise that ethics are We also maintain sufficient to invest up to 5% of our funds in not clear-cut and that difficult liquidity to meet our short term enterprises which aim to generate judgements need to be made about commitments. social and environmental returns in companies. While on some issues line with our aims even if they are a firm position is taken, on others Our experience over the last 30 not expecting to produce market the degree of involvement in a years underpins our belief that we levels of financial returns. We may questionable area is considered …” do not necessarily need to sacrifice increase our commitment as the financial returns to invest ethically, sector grows. but neither will we sacrifice our ethics for financial gain. Joseph Rowntree Charitable Trust Triennial Report 2009–11 51
Avoiding investing in Total expenditure over the triennium corporations whose activities conflict with our aims 2011 2010 2009 We avoid companies materially £'000 £'000 £'000 involved in armaments, alcohol, Grant expenditure 5,224 5,800 5,163 gambling, tobacco and new gen- eration nuclear power stations, and Grant related support costs 811 802 739 government bonds issued by states Governance costs 67 64 58 with high military expenditure or oppressive regimes. We avoid ex- Investment management costs 651 632 549 tractive industries with poor human Other resources expended 1 1 1 rights or environmental practices. We avoid speculative and opaque Total expenditure 6,754 7,299 6,510 investments.
We recognise that ethics are not clear-cut and that difficult judge- ments need to be made about com- Funded by panies. While on some issues a firm position is taken, on others the de- 2011 2010 2009 gree of involvement in a question- £'000 £'000 £'000 able area is considered, along with Investment income 5,058 4,342 4,929 indications of improving practices and positive features of its activities. Donations 164 31 86 Other incoming resources 3 2 - Encouraging business to be ethical, socially responsible and Capital 1,529 2,924 1,495 to protect the environment Total expenditure 6,754 7,299 6,510 The Trust engages with companies in the portfolio to try to improve practices and may, in the event of ongoing concerns, sell its shares. We are delighted at the growth of so- cially responsible investment since we began these practices and are happy to collaborate with other in- vestors, such as our colleagues in the Church Investors Group. On many issues others with stronger voices than ours will lead the engagement.
We wish to continue to lead by ex- ample as a responsible investor. We encourage other investors to join us in following best practice as set out in standards such as the UN Principles of Responsible Invest- ment. We believe this to be in the interest of society as well as in our long term financial interest. 52
TRUSTEES
“What I value most about JRCT All Trustees are members of the Re- HELEN CARMICHAEL is being part of a group of people ligious Society of Friends (Quakers) Helen lives in East London where passionately committed to using and have an involvement with and she attends Wanstead Friends Meet- our endowment to support an understanding of the issues that ing. She has trained in psychology, equally passionate activists concern the Trust. social work and voluntary sector create a better world. ” management and now works at the Applications to the Trust should be National Children’s Bureau. “I love that we have a memorandum made to the York office and not di- for the Trust from Joseph Rowntree rectly to individual Trustees. PETER COLTMAN that is liberating and encourages Vice Chair (from January 2011) Trustees to support projects MARGARET BRYAN Peter read English at Cambridge, which address the root causes of Chair (from January 2011) then worked in educational tel- poverty and injustice. It means Vice Chair (to December 2010) evision at home and abroad. In we can fund exciting initiatives Margaret is a music graduate of York retirement, he is an adviser for the led by amazing people, which University who works as a peripa- Citizens Advice Bureau and a Trus- address challenges of our time. I tetic teacher of cello and double tee of two local charities. feel I’m constantly learning.” bass as well as playing with vari- ous regional ensembles. An active CHRISTINE DAVIS Quaker for over 30 years she cur- Second Vice Chair rently serves on her local meeting’s (from January 2011) nominations committee and is a A teacher of history and politics, Woodbrooke Associate Tutor for Christine got tangled with local eldership and oversight courses. government and public committees. She has been a Trustee since 1992. In over 30 years, she was involved with electricity and its users, legal aid and its clients, wages and condi- tions in agriculture and the interests of rail passengers. At present, she chairs the ScottishPower Green Energy Trust. Joseph Rowntree Charitable Trust Triennial Report 2009–11 53
MICHAEL ECCLES STAN LEE EMILY MILES Sitting in as prospective Sitting in as prospective Emily has been a civil servant since Trustee from September 2008, Trustee from November 2009, 2000, in the Home Office, in Down- appointed November 2009. appointed September 2010. ing Street, in the Prime Minister’s Michael Eccles studied European Stan was born in Belfast, and moved Strategy Unit and more recently Studies & Russian Language at uni- to England after graduation in Eco- in the UK Border Agency. She is versity and later worked in Russia nomics and Politics from Queen’s currently working in the Crime and with refugees from Chechnya. Since University. He qualified as an ac- Policing Group in the Home Office. then he has overseen international countant and worked in financial Before joining the civil service she programmes in a variety of different and operational management and did degrees in English Literature organisations, including Islamic Re- company administration in a broad and in the International Law of lief and Responding to Conflict. He range of sectors including the chari- Armed Conflict, and worked for now works at Woodbrooke Quaker table. Now semiretired, he lives in the Quaker United Nations Office in Study Centre as Young Adult Pro- Surrey with his wife and two chil- Geneva. She lives with her husband grammes Coordinator and QPSW dren. He is an active Quaker and and children in Peckham, South Tutor. Michael is an active Quaker attends Sutton Meeting in Surrey. London. serving in a number of roles within Britain Yearly Meeting and beyond, MARION MCNAUGHTON SUSAN SEYMOUR and attends Cotteridge Meeting in Chair (until December 2010) Susan studied modern history and South Birmingham. Marion has been at various times a then worked in the Department teacher, lecturer and counsellor, and of Trade and Industry, in London, PAUL HENDERSON active in peace, justice and women’s New York, Bonn and Leeds until Paul has spent nearly all of his ca- issues in Britain and the US. For 10 1997. Since then she has worked in reer in community development, years she was Tutor in Practical the voluntary sector in Macedonia first as a community worker in West Theology at Woodbrooke Quaker and the UK. She has been active in Yorkshire and then as a community Study Centre in Birmingham. She Quaker work across Europe, na- work tutor at the National Institute has been a JRCT Trustee for nearly tionally and locally, as a member of for Social Work. Prior to his re - 21 years. She now lives in Greater North West London area meeting. tirement in 2003 he was a director Manchester where she is a gardener, Peacebuilding, refugees, sustainable of the Community Development grandmother, and active in local living and investing, economic re- Foundation. Paul attends Ilkley environmental issues. form, and local community building Local Meeting. are among her current interests.
“We are clear that the Trust cannot fund party political work. I find, however, that applications often fall in the middle of the fine line between ‘charitable’ and ‘political’. Not surprising, given our remit to support projects that address the causes of social, economic and environmental problems.”
“I am so excited by the impact of the High Pay Commission. What was a germ of an idea in a Trustee’s mind a couple of years ago has turned in to a far reaching and influential report …”
Peter Coltman, Margaret Bryan and Christine Davis Helen Carmichael and Imran Tyabji Marion McNaughton Paul Henderson 54
HANNAH TORKINGTON IMRAN TYABJI CATRIONA WORRALL Sitting in as prospective Trustee Imran Tyabji lives in North Lon- Sitting in as prospective Trustee from November 2010, appointed don, and has been a Quaker since from November 2010, appointed November 2011. his mid-forties. After a degree in November 2011. Hannah lives in Ely. After univer- mathematics and some education in Catriona read modern history then sity she worked for the Quakers on economics, his career was in the IT law at university. She has worked for peacebuilding projects in London industry, almost all of it spent in the a number of local Black and Minor- and South Africa. Subsequently multinational corporation IBM, as ity Ethnic charities, and also for six she worked in project and grant a technical professional (program- years as a community ESOL teacher. management roles at organisations mer, systems engineer, IT architect), She now works as a private tutor including Peace Direct and the trainer/teacher and manager. Liv- and is a CAB volunteer adviser. She Community Development Foun- ing and working abroad for a spell, lives in West Yorkshire with her dation. Hannah now works at the his most satisfying posting was in partner and daughter, and attends Tudor Trust as a Grants Manager education and training. Ilkley Local Meeting. (UK and Africa). She enjoys run- ning, reading and spending quality Beverley Meeson and David Shutt time with her husband, friends and also served as JRCT Trustees dur- family. ing the Triennial period. Beverley stood down in March 2010 after 15 years as a Trustee. David stood down in May 2010 after 24 years as a Trustee.
“I love the way we are wrestling with the big questions at the moment: the economy, climate, the way that those in power exercise their power. Piece by piece, it feels like the people we give money to are creating the possibility of a more equitable and just future. We don’t know the answers, sometimes I feel like we are still trying to work out the questions. But I’m excited by the fact that we think big. Joseph Rowntree’s requirement that we look at ‘root causes’ gives us licence to think systemically.”
“Once, discussing making grants in the peace sector, the chief of a non-Quaker charity said that they never talked about ‘peace’ to their Trustees. ‘The word doesn’t play well with our Trustees’, she said, ‘it’s fluffy and soft and associated with hippies holding flowers’. She noticed the sheer astonishment on our faces. ‘It’s all right for you Quakers’, she said, ‘you have a shared value base.’ She was right but it’s more than that, I feel – ‘value base’ fails to capture the depth of what we share. It’s better expressed, perhaps, by that fine old Quaker word, concern.”
“What I value most about JRCT is its ability to give a voice to the unheard.”
Emily Miles Stan Lee Michael Eccles and Catriona Worrall Susan Seymour Hannah Torkington Joseph Rowntree Charitable Trust Triennial Report 2009–11 55
TRUST STAFF
“I like that JRCT questions JRCT employees during the Michael Pitchford assumptions and works with others Triennial period: Assistant Trust Secretary to look beyond the effect to the (from June 2011 maternity cover) cause. It may not always succeed, Angela Forster but it isn’t afraid of trying.” Senior PA/Office Manager Stephen Pittam Trust Secretary Maureen Grant West Yorkshire Racial Justice Juliet Prager Development Officer Deputy Trust Secretary “Like all radical organisations Rachael Hansen Sally Scarlett we want change, and we want it Programme Assistant Programme Assistant* yesterday. Sometimes the pace of change is frustratingly slow. But Michelle Hardcastle Joanne St Paul we work with the most amazing Programme Assistant* Programme Assistant* and inspirational people, not Wendy Hornby Di Stubbs only through our grant making Finance Assistant* Visionaries Project Manager* but increasingly through our (to April 2011) investments. They are making a Angela Kidd difference and we are so proud Office Cleaner Jackie Turpin to be associated with them.” Head of Finance Celia McKeon Assistant Trust Secretary *part-time position (from March 2009. On maternity leave from July 2011)
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