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Annual Review 2018|2019 Annual Review | 2018/19 Contents Annual Review 2018|2019 Annual Review | 2018/19 Contents 01 Facts and Figures 2018/19 06–07 Reducing loneliness 17 Leadership 02 Message from our and disadvantage Hidden Somerset Chairman and CEO 08–09 Improving health VCSE Strategic Forum and wellbeing Vision & Mission 18–21 Hinkley Point C 03 The need for our work 10-11 Transforming lives Community Fund 04–05 Helping you change the 12–13 Creating strong, 22 Surviving Winter vibrant communities world on your doorstep 23 Grants made to organisations 14–15 Enriching lives through Named funds 24–27 Grants list arts and the environment Legacy gifts 28 Thank you! 16 Social Investment The Somerset Fund 29 List of funds Somerset Philanthropy Network Annual Review 2018/19 |01 Facts and Figures 2018/19 Our Resources: Our Activities: Our Impact: Income: £3,055,715 Expenditure: £2,666,253 Funding provided to which included: 288 organisations, reaching over 40,000 Endowment Fund: £641,711 awarded Somerset residents £5,618,503 (as at 31 March 2019) from our regular grants programmes Number of donor 61 individuals funds supporting our £132,340 awarded as supported directly community: 89 social investments £1,580,637 awarded Over 100 local Nine staff from the Hinkley Point C organisations better (7.4 full-time equivalent) Community Fund connected and informed Seven convening events £23 raised for every £1 spent on raising funds Grantee survey results 91% told us our website was good or excellent 89% told us our application form 90% 90% was good or excellent told us our staff’s told us our 86% felt able to apply for what they availability and consistency at really needed helpfulness giving advice was good or was good or 83% told us our speed of decision making excellent excellent was good or excellent Annual Review 02| 2018/19 We hope this report will give you Message from a flavour of the difference the Our Vision funding that we have awarded to What we want to see 288 organisations across Somerset has our Chairman made. in the future Our vision for Somerset is a We both remain very ambitious and CEO to continue to do more to ensure county of vibrant, inclusive Somerset thrives in the future. communities where Building our endowment as an asset voluntary organisations and 2018/19 was a record-breaking year for Somerset is an important part of for the Foundation in terms of income our underlying mission, and towards social enterprises thrive, and the amount we spent on charitable the end of the year we recruited our transforming and enhancing activities. We continued to deliver a first Development Director, Laura the lives of the most high quality service to the voluntary Blake, to further grow and develop sector and our donors and funders alike. the Foundation. We are seeing great disadvantaged people. At the heart of our work is a progress with both the Somerset programme of small grants and social Philanthropy Network and corporate investments focused on supporting support of The Somerset Fund and Our Mission local organisations. These small we are currently developing our next How we will contribute organisations make up over 80% of strategy for 2020–2025. We look the voluntary sector yet account for forward to presenting that early next to our vision just 4% of the overall income received year. Our mission is to be the by the sector. Here, in Somerset, they Somerset Community Foundation catalyst for inspirational are essential to the health and well- relies on a small and very committed philanthropy, providing a being of our communities, tackling team of trustees, staff and volunteers issues of need that are nationally and we wish to thank them all. We simpler and more effective significant but often hidden from particularly wish to thank Paul Hake, way for donors to make sight, locally. It is our privilege to who has been our treasurer since 2009, a lasting difference connect our donors with them, for his service as a trustee. Above helping to ensure they thrive at a time all, we would like to thank all of our in Somerset through when there is a rising demand for donors, fundholders and partners for community investment and their services. their commitment to Somerset and the thought leadership. This was also the first full year of support they continue to offer us. delivery of the Hinkley Point C We are truly grateful. Community Fund. Working with our partners, this programme has enabled us to award over £2 million to communities closest to the construction of the new power station, since its launch in November 2017. JANE BARRIE OBE DL JUSTIN SARGENT CHAIRMAN CHIEF EXECUTIVE Annual Review 2018/19 |03 The need A county of contrasts The difference we’re Somerset is an incredibly beautiful making in Somerset for our work county. But the picturesque countryside l Thanks to the generosity of our and historic buildings mask a lot of fundholders and supporters we were hidden need. able to fund 288 good causes in the The very nature of rural life means that year, reaching over 40,000 people many of those who live in Somerset from Wincanton to Watchet are isolated; for some, this can be a l 61 individuals have benefited from huge barrier, affecting everything from direct funding across the year accessing medical care to getting into education and employment. For many, l We’ve funded a huge range of it prevents them from connecting with causes, from youth projects to others in their community. Somerset is support for older people with also a county of contrasts where areas dementia, and from mental health of affluence hide pockets of poverty groups to projects making art from with many families struggling to make rubbish ends meet. l Almost half of those are too small Local charities and community groups to be registered charities and often play a vital role in supporting the most struggle to get funding for their vulnerable people in Somerset. They vital grassroots work are the lifeblood of our towns and l Around half of those who applied villages and help build strong, thriving for grants with us also received communities where people stay well advice about other sources of and happy. funding or links to other groups But almost 80% of charities in doing similar work Somerset state that funding is their l A recent survey of our grant main challenge. applicants scored our grants team We’re a key source of funding and 4.5 out of 5 for their availability and support for hundreds of good causes helpfulness in Somerset. Most of the charities we l Since the Hinkley Point C (HPC) support run on less than £60,000 a year Community Fund was launched in 60% and many are led solely by volunteers. November 2017, over £2 million of charities in Somerset The thing that unites them all is a grant funding has been awarded say demand for their passion for helping others and for making Somerset a great place to live. services has increased Villagers enjoying a Christmas meal at Evercreech Friendship Club Annual Review 04| 2018/19 Helping you Named funds: making giving simple change the world Named funds offer families and businesses all the benefits of a charitable trust, without the cost on your doorstep and administrative burden. We provide expert philanthropic advice and professional administration of charitable giving, so you can be sure your donations will make a real impact. You can choose to visit or get involved with the causes you support or remain completely anonymous. By giving through Somerset Community Foundation, you can focus on the most rewarding parts of giving: supporting the causes and places that matter most to you. Jane’s story: finding joy through giving Jane and her husband have a Fund with SCF that supports a range of good causes. The Foundation is the only organisation that supports lots of different charities in the county; we didn’t want to just focus on one charity but wanted our giving to reflect the variety of our interests. By having a fund with SCF we can really see the impact – directly and easily. I’ve been able to get involved with some of the charities we’ve supported and can really understand the need and see that our donations are being used effectively. It’s a very fruitful and life enhancing thing to do.” Jane, Fundholder High Sheriff of Somerset, Johnnie Halliday, and Laura Blake, Development Director at SCF visit On Your Bike, a social enterprise which has received funding from Jane and her husband Annual Review 2018/19 |05 Legacy gifts: could you The Somerset Fund: Somerset Philanthropy support Somerset for changing lives together Network generations to come? In 2018, we established The Somerset Our Somerset Philanthropy Network Leaving a gift in your Will is an Fund to unite local businesses and brings together influential local donors incredible way to change lives in families in support of small, local who are passionate about supporting Somerset for generations to come. charities. All donations to The local good causes. Members donate Donors can name Somerset Community Somerset Fund are matched by 50% £1,000 or more a year which provides Foundation as a beneficiary in their before being awarded as grants, vital funding for the Foundation. meaning every gift makes an even Will to help us respond to urgent need, All members benefit from bigger impact. or can set up a named fund that will opportunities to attend exclusive be held in our endowment to support The Fund offers an easy and events where they can learn more a place or theme they are passionate rewarding way to make a difference about local issues and hear from the about.
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