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Inspiring local giving
Inside
Introduction Stephen Parsons Chair 4Highlights - 20112012 525th Anniversary 6Funds 8Grants 24Making things happenhellip 28Looking ahead Caroline Duckworth Chief Executive 36If you are interested inhellip 38People 42Thank you 48Figures 50Sponsor 52
1
Gloucestershire Community Foundationgloucestershirecommunityfoundationcouk
quartetcforguk
Community Foundation for Wiltshire and Swindonwscforguk
Somerset Community Foundationsomersetcforguk
Dorset Community Foundationdorsetcommunityfoundationorg
Devon Community Foundationdevoncfcom
Cornwall Community Foundationcornwallcommunityfoundationcom
Community Foundations across the South West
In 20112012
Total endowment pound38735216Donations received pound10095831Grants distributed pound5370076Number of grants distributed
3253
2
Thornbury
Yate
Bristol
North Somerset
Bath amp NE Somerset
South GloucestershireClevedon
Weston-super-Mare
Keynsham
Radstock
Bath
3
In the past twelve months we have celebrated 25 years of being a local Community Foundation We have endeavoured to do so with the inclusivity and understanding for our donors and supporters that have become a Quartet Community Foundation hallmark and hopefully created some fun as well along the way
Staff and Trustees alike have been very pleased that because of the generosity of our donors even more grants were made than in the previous year The requests for help from our local communities are very compelling and given the tough economic climate we operate within we are eager to respond to their needs in the best way we can
Like all progressive organisations Quartet Community Foundation looks to continually reinvent itself to match the changing needs of the community it serves and helps
An exciting new venture is our microloan fund for start up or expanding businesses that are unable to access bank funding Working in a partnership we are looking to support wealth creation and employment by supporting those who need a helping hand to help themselves
Building a long term source of support for local organisations is a core Quartet Community Foundation purpose and many supporters like to involve themselves in match funding challenges I am pleased to report that the Government has developed a new Community First Endowment Challenge which will give us access to pound1million of government funding if we can raise pound2million locally Donors have a real incentive to set up or add to existing funds with a 50 match to all donations Our Philanthropy Fellowship programme develops our work with Community Foundation colleagues across the South West The programme provides an
opportunity for local philanthropists to develop a peer group for learning and sharing for the benefit of their community
I would like to offer my personal thanks to the Staff and Trustee team who have worked so hard to keep Quartet Community Foundation focussed relevant and compassionate and able to take a leading role in the charity sector in our area
I am delighted to welcome Caroline Duckworth who joined us in March as our new CEO She is making a positive difference every day and I thank her and commend her for her work
We all look forward to supporting Caroline to build on the great work achieved during our first 25 years
Stephen ParsonsChair
Intro
4
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Inside
Introduction Stephen Parsons Chair 4Highlights - 20112012 525th Anniversary 6Funds 8Grants 24Making things happenhellip 28Looking ahead Caroline Duckworth Chief Executive 36If you are interested inhellip 38People 42Thank you 48Figures 50Sponsor 52
1
Gloucestershire Community Foundationgloucestershirecommunityfoundationcouk
quartetcforguk
Community Foundation for Wiltshire and Swindonwscforguk
Somerset Community Foundationsomersetcforguk
Dorset Community Foundationdorsetcommunityfoundationorg
Devon Community Foundationdevoncfcom
Cornwall Community Foundationcornwallcommunityfoundationcom
Community Foundations across the South West
In 20112012
Total endowment pound38735216Donations received pound10095831Grants distributed pound5370076Number of grants distributed
3253
2
Thornbury
Yate
Bristol
North Somerset
Bath amp NE Somerset
South GloucestershireClevedon
Weston-super-Mare
Keynsham
Radstock
Bath
3
In the past twelve months we have celebrated 25 years of being a local Community Foundation We have endeavoured to do so with the inclusivity and understanding for our donors and supporters that have become a Quartet Community Foundation hallmark and hopefully created some fun as well along the way
Staff and Trustees alike have been very pleased that because of the generosity of our donors even more grants were made than in the previous year The requests for help from our local communities are very compelling and given the tough economic climate we operate within we are eager to respond to their needs in the best way we can
Like all progressive organisations Quartet Community Foundation looks to continually reinvent itself to match the changing needs of the community it serves and helps
An exciting new venture is our microloan fund for start up or expanding businesses that are unable to access bank funding Working in a partnership we are looking to support wealth creation and employment by supporting those who need a helping hand to help themselves
Building a long term source of support for local organisations is a core Quartet Community Foundation purpose and many supporters like to involve themselves in match funding challenges I am pleased to report that the Government has developed a new Community First Endowment Challenge which will give us access to pound1million of government funding if we can raise pound2million locally Donors have a real incentive to set up or add to existing funds with a 50 match to all donations Our Philanthropy Fellowship programme develops our work with Community Foundation colleagues across the South West The programme provides an
opportunity for local philanthropists to develop a peer group for learning and sharing for the benefit of their community
I would like to offer my personal thanks to the Staff and Trustee team who have worked so hard to keep Quartet Community Foundation focussed relevant and compassionate and able to take a leading role in the charity sector in our area
I am delighted to welcome Caroline Duckworth who joined us in March as our new CEO She is making a positive difference every day and I thank her and commend her for her work
We all look forward to supporting Caroline to build on the great work achieved during our first 25 years
Stephen ParsonsChair
Intro
4
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Introduction Stephen Parsons Chair 4Highlights - 20112012 525th Anniversary 6Funds 8Grants 24Making things happenhellip 28Looking ahead Caroline Duckworth Chief Executive 36If you are interested inhellip 38People 42Thank you 48Figures 50Sponsor 52
1
Gloucestershire Community Foundationgloucestershirecommunityfoundationcouk
quartetcforguk
Community Foundation for Wiltshire and Swindonwscforguk
Somerset Community Foundationsomersetcforguk
Dorset Community Foundationdorsetcommunityfoundationorg
Devon Community Foundationdevoncfcom
Cornwall Community Foundationcornwallcommunityfoundationcom
Community Foundations across the South West
In 20112012
Total endowment pound38735216Donations received pound10095831Grants distributed pound5370076Number of grants distributed
3253
2
Thornbury
Yate
Bristol
North Somerset
Bath amp NE Somerset
South GloucestershireClevedon
Weston-super-Mare
Keynsham
Radstock
Bath
3
In the past twelve months we have celebrated 25 years of being a local Community Foundation We have endeavoured to do so with the inclusivity and understanding for our donors and supporters that have become a Quartet Community Foundation hallmark and hopefully created some fun as well along the way
Staff and Trustees alike have been very pleased that because of the generosity of our donors even more grants were made than in the previous year The requests for help from our local communities are very compelling and given the tough economic climate we operate within we are eager to respond to their needs in the best way we can
Like all progressive organisations Quartet Community Foundation looks to continually reinvent itself to match the changing needs of the community it serves and helps
An exciting new venture is our microloan fund for start up or expanding businesses that are unable to access bank funding Working in a partnership we are looking to support wealth creation and employment by supporting those who need a helping hand to help themselves
Building a long term source of support for local organisations is a core Quartet Community Foundation purpose and many supporters like to involve themselves in match funding challenges I am pleased to report that the Government has developed a new Community First Endowment Challenge which will give us access to pound1million of government funding if we can raise pound2million locally Donors have a real incentive to set up or add to existing funds with a 50 match to all donations Our Philanthropy Fellowship programme develops our work with Community Foundation colleagues across the South West The programme provides an
opportunity for local philanthropists to develop a peer group for learning and sharing for the benefit of their community
I would like to offer my personal thanks to the Staff and Trustee team who have worked so hard to keep Quartet Community Foundation focussed relevant and compassionate and able to take a leading role in the charity sector in our area
I am delighted to welcome Caroline Duckworth who joined us in March as our new CEO She is making a positive difference every day and I thank her and commend her for her work
We all look forward to supporting Caroline to build on the great work achieved during our first 25 years
Stephen ParsonsChair
Intro
4
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Gloucestershire Community Foundationgloucestershirecommunityfoundationcouk
quartetcforguk
Community Foundation for Wiltshire and Swindonwscforguk
Somerset Community Foundationsomersetcforguk
Dorset Community Foundationdorsetcommunityfoundationorg
Devon Community Foundationdevoncfcom
Cornwall Community Foundationcornwallcommunityfoundationcom
Community Foundations across the South West
In 20112012
Total endowment pound38735216Donations received pound10095831Grants distributed pound5370076Number of grants distributed
3253
2
Thornbury
Yate
Bristol
North Somerset
Bath amp NE Somerset
South GloucestershireClevedon
Weston-super-Mare
Keynsham
Radstock
Bath
3
In the past twelve months we have celebrated 25 years of being a local Community Foundation We have endeavoured to do so with the inclusivity and understanding for our donors and supporters that have become a Quartet Community Foundation hallmark and hopefully created some fun as well along the way
Staff and Trustees alike have been very pleased that because of the generosity of our donors even more grants were made than in the previous year The requests for help from our local communities are very compelling and given the tough economic climate we operate within we are eager to respond to their needs in the best way we can
Like all progressive organisations Quartet Community Foundation looks to continually reinvent itself to match the changing needs of the community it serves and helps
An exciting new venture is our microloan fund for start up or expanding businesses that are unable to access bank funding Working in a partnership we are looking to support wealth creation and employment by supporting those who need a helping hand to help themselves
Building a long term source of support for local organisations is a core Quartet Community Foundation purpose and many supporters like to involve themselves in match funding challenges I am pleased to report that the Government has developed a new Community First Endowment Challenge which will give us access to pound1million of government funding if we can raise pound2million locally Donors have a real incentive to set up or add to existing funds with a 50 match to all donations Our Philanthropy Fellowship programme develops our work with Community Foundation colleagues across the South West The programme provides an
opportunity for local philanthropists to develop a peer group for learning and sharing for the benefit of their community
I would like to offer my personal thanks to the Staff and Trustee team who have worked so hard to keep Quartet Community Foundation focussed relevant and compassionate and able to take a leading role in the charity sector in our area
I am delighted to welcome Caroline Duckworth who joined us in March as our new CEO She is making a positive difference every day and I thank her and commend her for her work
We all look forward to supporting Caroline to build on the great work achieved during our first 25 years
Stephen ParsonsChair
Intro
4
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Thornbury
Yate
Bristol
North Somerset
Bath amp NE Somerset
South GloucestershireClevedon
Weston-super-Mare
Keynsham
Radstock
Bath
3
In the past twelve months we have celebrated 25 years of being a local Community Foundation We have endeavoured to do so with the inclusivity and understanding for our donors and supporters that have become a Quartet Community Foundation hallmark and hopefully created some fun as well along the way
Staff and Trustees alike have been very pleased that because of the generosity of our donors even more grants were made than in the previous year The requests for help from our local communities are very compelling and given the tough economic climate we operate within we are eager to respond to their needs in the best way we can
Like all progressive organisations Quartet Community Foundation looks to continually reinvent itself to match the changing needs of the community it serves and helps
An exciting new venture is our microloan fund for start up or expanding businesses that are unable to access bank funding Working in a partnership we are looking to support wealth creation and employment by supporting those who need a helping hand to help themselves
Building a long term source of support for local organisations is a core Quartet Community Foundation purpose and many supporters like to involve themselves in match funding challenges I am pleased to report that the Government has developed a new Community First Endowment Challenge which will give us access to pound1million of government funding if we can raise pound2million locally Donors have a real incentive to set up or add to existing funds with a 50 match to all donations Our Philanthropy Fellowship programme develops our work with Community Foundation colleagues across the South West The programme provides an
opportunity for local philanthropists to develop a peer group for learning and sharing for the benefit of their community
I would like to offer my personal thanks to the Staff and Trustee team who have worked so hard to keep Quartet Community Foundation focussed relevant and compassionate and able to take a leading role in the charity sector in our area
I am delighted to welcome Caroline Duckworth who joined us in March as our new CEO She is making a positive difference every day and I thank her and commend her for her work
We all look forward to supporting Caroline to build on the great work achieved during our first 25 years
Stephen ParsonsChair
Intro
4
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
In the past twelve months we have celebrated 25 years of being a local Community Foundation We have endeavoured to do so with the inclusivity and understanding for our donors and supporters that have become a Quartet Community Foundation hallmark and hopefully created some fun as well along the way
Staff and Trustees alike have been very pleased that because of the generosity of our donors even more grants were made than in the previous year The requests for help from our local communities are very compelling and given the tough economic climate we operate within we are eager to respond to their needs in the best way we can
Like all progressive organisations Quartet Community Foundation looks to continually reinvent itself to match the changing needs of the community it serves and helps
An exciting new venture is our microloan fund for start up or expanding businesses that are unable to access bank funding Working in a partnership we are looking to support wealth creation and employment by supporting those who need a helping hand to help themselves
Building a long term source of support for local organisations is a core Quartet Community Foundation purpose and many supporters like to involve themselves in match funding challenges I am pleased to report that the Government has developed a new Community First Endowment Challenge which will give us access to pound1million of government funding if we can raise pound2million locally Donors have a real incentive to set up or add to existing funds with a 50 match to all donations Our Philanthropy Fellowship programme develops our work with Community Foundation colleagues across the South West The programme provides an
opportunity for local philanthropists to develop a peer group for learning and sharing for the benefit of their community
I would like to offer my personal thanks to the Staff and Trustee team who have worked so hard to keep Quartet Community Foundation focussed relevant and compassionate and able to take a leading role in the charity sector in our area
I am delighted to welcome Caroline Duckworth who joined us in March as our new CEO She is making a positive difference every day and I thank her and commend her for her work
We all look forward to supporting Caroline to build on the great work achieved during our first 25 years
Stephen ParsonsChair
Intro
4
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Highlights 20112012
pound35m received in donations given by individuals companies charitable trusts and statutory bodies
18 new funds createdto contribute to a total of 239 named funds under management
More than pound28m in grants awarded
1080 grants made benefiting local projects and communities with an average grant size of pound2500
Launch of Community First Endowment Challenge to bring pound1m extra funding to our area
Launch of Microloan Fund to help people who are starting or expanding their businesses
Launch of Philanthropy Fellowship to build a network of community philanthropists
pound47000 raised for the Surviving Winter Appealin our region to support vulnerable elderly people
Annual Philanthropy lecture held at Clifton CollegeTom Hughes-Hallett in conversation with David Harvey
Santander Social EnterpriseDevelopment Awards for community led initiatives addressing disadvantaged groups
5
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
6
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
7
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
01Funds information
The fantastic work carried out by groups receiving grants from Quartet Community Foundation is possible only through the generosity of our fund holders
These funds have helped to build playgrounds befriend older people take young people on expeditions and provide support for homeless people isolated communities and people who have disabilities They have helped to give children a good start in life and given some a chance to start again
Since 1987 the vision commitment and generosity of local people and businesses has made it possible for thousands of projects to develop with grants totalling nearly pound29 million The following pages feature some of these fund holders together with the projects they have helped
8
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
ldquoThe Biddle Trust was set up in 1962 to provide assistance to elderly and infirm people in North Somerset In recent years it had been difficult to find beneficiaries who qualified for grants from us and we were pleased to have been able to become part of Quartet Community Foundation This gives us the opportunity to reach more elderly people in need of assistance and have the input of Quartet Community Foundationrsquos expert teamrdquo
Brian Ruse Chairman Biddle Trust
ldquoWe have built up our charitable fund over eight years working with Quartet Community Foundation Their expertise helps us to identify and support a whole range of local projects supporting those most in need As a local firm with a long and established reputation in Bath we are particularly pleased that all funds raised remain local supporting communities where our staff live and workrdquo
Chris Kane Partner Withy King
9
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
ldquoThe Centre is a life line for usrdquo says Hazel ldquoWithout it we would just sit at home and do nothingrdquo
As it is Hazel Vera Carol Eileen Irene and the other members of the Avonmouth Community Centre Lunch Club organise trips to Devon knitting and crochet classes bowling and bingo sessions and line dancing evenings ldquoWe call ourselves lsquoRecycled Teenagersrsquordquo says Hazel who first came into contact with the Lunch Club as a volunteer when it was set up in the 1970rsquos
Carol joined the Club following the death of her husband last year Many years of caring had left her without an active social life and the Lunch Club has been incredibly important in helping her to rebuild a life outside home ldquoand get me back into the communityrdquo as she saysThe oldest member of the Club is over 100 Some members have lived in the
Avonmouth area since the 1940rsquos ndash Irenersquos daughter (now 68) used to come to the Community Centre when it was the local school
This long term relationship with the community is at the heart of what the Centre exists to do It provides space and support for local people of all ages - running a youth club supporting vocational courses organising community events and housing a pre-school parent and toddlers group
A similar long term relationship with the local community is behind The Bristol Port Companyrsquos support for the Centre
ldquoIt is inspiring to meet people like Hazel who have directly benefitted from our support ndash this is a fantastic Centre and it is great to see our funding being so well used to benefit the community we are proud to be a part ofrdquo
Sue Turner The Bristol Port Company
Recycled Teenagers
Quartet Community Foundation has helped The Bristol Port Company channel funding to the Avonmouth Community Centre
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Hazel Jones with Sue Turner from The Bristol Port Company
Photo credit Jonathan Duckworth
11
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Funds 20112012
12
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
pound500000 and over Arnos Vale Cemetery FundBiddle Trust FundBristol amp West 97 FundPontin Charitable TrustStoke Park Group Friends FundYoung Bristol Challenge Fund
pound250000 - pound499999 Anonymous Community First FundAXA FundBristol Port Company Fund (including North Somerset)J amp M Britton Charitable TrustJoan Hawkins Grassroots FundLloyd Robinson Family FundNeedham Cooper Charitable TrustBetty amp Miles Parsons Grassroots Fund
pound100000 - pound249999 Anderson Fund Hewlett Packard Bristol FundAXA Enterprise Fund John Laing FundBath Half Marathon Fund Laycock Family Grassroots FundBristol amp West Endowment Fund Learning amp Skills Council
West Of England FundThe Bristol Association for the Care and Resettlement of Offenders Fund
McGreevy Fund
Bristol Community amp Voluntary Sector Fund Mercers Company FundChurngold Environmental Fund Rolls-Royce FundCowslip Green Fund Sherwood Family FundHarry Crook Foundation Society Of Merchant Venturers FundDenman Charitable Trust Grassroots Fund University of West of
England Vice-Chancellorrsquos FundEaston amp Lawrence Hill Neighbourhood Management Fund
Upper Horfield Neighbourhood Grassroots Fund
Walter Hawkins Fund Wilde Family Fund
Endowment funds
13
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Liz Chapple and her one and a half year old son Elijah are moving into their new flat and Home-Start Bristol volunteer Steve Nash is there to help Itrsquos a big job ndash painting repairing and organising ndash and Elijah is constantly on the go excited in his new surroundings But to get to this point hasnrsquot been easy ldquoIrsquove had a lot on my plate over the past year ndash Elijah had complications after he was born I wasnrsquot coping became depressed and was worried about losing himrdquo Referred by a health visitor Liz feels very lucky to have had support from Home-Start volunteers ndash first Heather and now Steve She knows that the emotional and practical support they have given her for a few hours a week has made all the difference
ldquoI really needed the help ndash Heather helped me get through my depression and when I wasnrsquot sure I could take on the flat Steve saved the day I canrsquot pick up all the strings at one time but I am gradually picking them up one by one ndash Irsquove come through the other siderdquo
Home-Start works with 80 volunteers like Steve who undergo a thorough training programme and are then carefully matched to provide whatever support is needed to parents with young children across Bristol Steve has learnt a huge amount from his volunteering with Home-Start Bristol and with children and grandchildren himself has a wealth of personal experience he can draw on
And that same first hand experience is one of the reasons Helen and Peter Wilde have been long term supporters of Home-Start ldquoWhen I had my first baby I felt isolated and unsupported as I was new to Bristol and had no family help I understand how the right help at the right time can make all the difference I am so pleased that our family has been able to help families like Liz and Elijahrsquos at such an important stage of their liferdquo
Helen Wilde
Family to family support
Quartet Community Foundation has helped the Wilde family to channel funding to Home-Start Bristol
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Elijah with Home-Start Bristol volunteer Steve Nash Elijahrsquos mother Liz Chapple Helen and Peter Wilde
15
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
pound50000 - pound99999 Ambassadors Fund Bristol Osborne Clarke Endowment FundAnsty Fund Sheila Pollard Grassroots FundJohn Bretten Grassroots Memorial Fund Pople Charitable TrustBridge Foundation Fund E S amp A Robinson Family FundAnthony amp Gabrielle Brown Fund Rose Bowl FundClerical Medical Investment Group Fund John Spielman FundFlorence Denning Fund St Marys Tyndalls Park Trust FundDurie Family Fund Tidmarsh FundFittleworth Grassroots Fund TLT Solicitors FundAndrew Fletcher Grassroots Fund University of The West of
England Endowment FundJP Morgan Fund For Education Verdon Smith Family Charitable TrustMr amp Mrs Richard Johnson Fund Sir John Wills Charitable TrustNisbets Fund Fund for Young People
pound25000 - pound49999 Anonymous Fund Johnstone Family FundArden Fund KPMG FundArmeno Fund Lee Family FundR W Barnes Bursary Fund Geoff amp Jackie Matthews FundBramble Fund Mosaic Management Consultancy FundBristol Airport Grassroots Fund North Somerset FundBristol City Council Community Safety amp Environment Fund
Redcliffe Homes Fund
Bristol Water Fund Peter Rilett Grassroots FundBasil Brown Fund Steel Charitable TrustBurke Family Fund Tim Stevenson FundBob Clements Education Grassroots Fund Diane amp Murray Stewart Grassroots FundCourage Brewery Fund Stride Treglown FundCullum Family Grassroots Fund Unilever HPC Export FundElizabeth Shaw Fund Wards Centenary FundExploratory Fund Western Power Distribution Community FundFalcon Group Fund Youngwood FundHarptree Fund Zair Family FundHigh Sheriffrsquos Fund
Endowment funds
16
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Up to pound25000 25th Anniversary Fund Lions of Bath Grassroots FundAllied Domecq Fund McArthur FundAwdry Fund Michael Lutley FundAWW Fund Moss Family Grassroots FundRoger amp Affra Baird Fund David amp Julia Norton FundBarclay Grassroots Fund Pamelas Grassroots FundCharles Barcroft Grassroots Fund Pattersons FundBragg Family Fund Richardson Swift Grassroots FundBristol Junior Chamber of Commerce Grassroots Fund
Tim amp Liz Ross Grassroots Fund
Bristol Young Professionals Fund Rotary Club Of Weston-super-Mare FundBusiness West Endowment Fund Rushmoor Grassroots FundBusiness Women West Fund Saffery Champness Grassroots FundCadbury Fund The Serchio FundChairmans Fund Sharp Family Grassroots FundChantry Fund Jennifer Skellett Grassroots FundDr Catherine Chapman neacutee Chambers Grassroots Fund
Mary Smallwood Grassroots Fund
Claisse Family Fund Matthew Smallwood Grassroots FundClarke Willmott Grassroots Fund Paul and Amanda Smallwood Grassroots FundColstons Girls School Fund Alan Stevenson Family FundCorixa Fund Stobart Family FundDixon Family Fund Storvik Family FundJ R Dunn Fund Talking Your Language FundEbb Fund Julian amp Lindsay Telling Grassroots FundFuture Publishing Grassroots Fund Andrew Thornhill FundRoger Guck Bursary Fund Tips amp Wrinkles FundHarveys Of Bristol Fund Top Birds Grassroots FundAlfred Hill Fund Stephen amp Sally Trinder Grassroots FundHughes Family Fund Withy King Endowment FundKaye Family Grassroots Fund Zetor FundLalonde Fund
Endowment funds
17
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
ldquoWe wanted to show the local community that we offer tennis for all ages and abilities and that itrsquos a fun healthy sport which anyone can take part in The aim of the event was to bring families together to enjoy the sport and show them the benefits membership has to offer We also want very much to break down the barriers which sometimes prevent people from giving tennis a gordquo
Emma GurhyClevedon Tennis Club
Emma applied to the Community Games Fund to run an open day at their club to help bring the local community together and show what the Clevedon Lawn Tennis Club has to offer The Club Open Day consisted of both sporting and cultural activities These included a cardio tennis session and two mini competitions (Beat the Coaches and Speed Serve) Family
activities comprised a bouncy castle face painting swing ball table tennis and a BBQ The day was a great success with over 100 people attending and 19 people (9 adults and 10 juniors) went on to join the club ldquoWesport has worked closely with the Quartet Community Foundation team for a number of years and we have found real value in linking our charitable work and efforts to the knowledge and skills on offer through Quartet Community Foundation We have had fantastic support for the Community Games Fund which is making a real impact and helping our communities benefit from the Olympic legacy We look forward to our relationship continuing to evolve for the benefit of both organisations and the diverse communities we serverdquo
Steve Nelson CEOWest of England Sport Trust (Wesport)
Fun and Games
Quartet Community Foundation has teamed up with Wesport to offer local communities the opportunity to run their own Games by bringing together a number of different funders including Local Authorities individuals and companies to make grants through the Community Games Fund
We want to grow this Fund as part of our contribution to the Olympic Legacy building a long term source of funding to provide sporting opportunities for local communities Please do get in touch if you would be interested in making a contribution to this Fund
ronniebrownquartetcforguk
18
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Young children at the Clevedon Lawn Tennis Clubrsquos Open Day
Photo credit Emma Gurhy
19
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Building to an Endowment Fund of pound15000
Alastair Sawday Publishing Grassroots FundAmbassadors Grassroots Fund BampNESAnonymous Grassroots FundBath amp North East Somerset FundBDO LLP FundClydesdale Bank FundCorrigan Associates FundSue amp John Cottrell Grassroots FundFriends Life Grassroots FundJohn Hollingdale Grassroots FundHelen Moss Grassroots FundCharlie Scherer Grassroots FundTolchard Family Grassroots FundWesport Grassroots Legacy FundWhitewood Family Grassroots Fund
Endowment funds
20
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Over pound100000 Fair Share TrustGannett Foundation Henry Smith Charitable TrustSantander Social Enterprise Fund
pound50000 - pound99999 High Sheriffs FundMark Hudson FundOsborne Clarke Charitable FundSportComic Relief FundSport Relief Community CashYouth in Transition Fund
pound20000 - pound49999 Avon Ambulance Staff Benevolent FundBampNES Healthy Lives Healthy People FundBampNES Supporting Communities FundR W Barnes Bursary FundBristol City Council Children amp Young Peoples Aiming High for Disabled Children FundHSWJ FundNeedham Cooper Charitable TrustRoper Family Charitable Fund St James FundSurviving Winter Appeal FundThe Funding Network Bristol
pound10000 - pound19999 Ambassadors Fund BampNESBath Half Marathon FundBurges Salmon Charitable Trust FundCoastal Marine Trust FundCommunity Games FundIOP Publishing FundKnowle West Neighbourhood Management Small Grants FundThe Malls Fountain Charity FundUniversity of Bristol RAG fundVeale Wasbrough Vizards Fund
Revenue funds
21
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
ldquoA 70 year old Somali lady who was homeless came to the drop-in centre asking for help She had been homeless for a week and didnrsquot know where else to get help She had visited the drop-in a couple of times before and knew what kind of help we offer to our clients She was very vulnerable distressed and extremely emotional All she wanted was a place to lie down and rest
I contacted various support agencies and made it very clear that she needed to be in the hostel before we finished work and closed the centre that day They found her a local hostel where she has been able to access the local community and our services It was really emotional but Irsquom very pleased that we can make a difference to someonersquos life in such a short amount of time She continues to receive ongoing support from usrdquo
Layla Ismail Advice and Advocacy Worker
Quartet Community Foundation fund holders visited Refugee Women of Bristol at their weekly drop-in session in Easton where over a shared lunch they met many of the women and learned about some of the circumstances that had brought them to Bristol The women have come from countries all over the world including Somalia Iran Kurdistan and Iraq and described the essential support they received ndash English classes personal support and advice to help them settle into their new lives
ldquoIt was great to have the opportunity to meet with the women and a privilege to spend time with them and understand their situationrdquo
Nicole Sherwood Fund holder
Making local links
This project is one of 36 organisations that have been awarded grants totalling pound18 million over the last four years by the Henry Smith Charity for which Quartet Community Foundation provides an assessment and grant management service
The Henry Smith Charity founded in 1628 is one of the oldest and largest grant making trusts in the country and the Community Foundation uses its local knowledge to help the Charity direct its funding to organisations such as the Refugee Women of Bristol allowing Layla to provide vulnerable women with the vital support they need
22
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Negat Hussein (left) Chair of Refugee Women of Bristol and Layla Ismail (right) Advocacy Worker and founding member
Photo credit Refugee CouncilRefugee Actionrsquos BASIS project
23
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
02Grants
Grants made from the Funds we hold respond to the needs of our local communities as expressed by them through the applications we receive
These grants are all targeted at addressing some form of disadvantage and aim to give local people confidence skills and a better quality of life
Paulrsquos Place
Providing social and educational activities for physically sensory or cognitively impaired adults often requires specialised support Paulrsquos Place in Coalpit Heath used a grant of pound1000 to bring in Drake Music who specialise in providing music technology workshops for people with disabilities at this popular day centre
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Ethical Property Foundation
For many charities working with disadvantaged groups property can be a large expense Charities can spend considerable resources dealing with property problems at a time when many of them are suffering cuts in their income and increased demand for their services
The Ethical Property Foundationrsquos Property Advice Service helps charities voluntary and community groups to survive and thrive by solving these problems
It helps groups find new premises draft compensation claims to landlords and access emergency advice
However it is a vital service that it is often difficult to raise funds for In addition to direct support from Quartet Community Foundation the Foundation has been able to present to The Funding Network Bristol and participate in Localgivingcom which has helped them to raise additional funds
25
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
This year we had anticipated a drop in the amount of grant making as a number of local and central Government programmes endedHowever by the end of the year we had distributed almost pound28 million in grants our third highest total in recent years This represented a total of 1080 grants with an average grant size of just over pound2500
We have included in this Annual Review a number of examples of the direct impact of these grants on the lives of local people as well as quotes from groups that have applied for and received grants from us
Clearly the funding environment for local charitable activity continues to be tough Where we can make a difference we will work with our donors to respond to urgent requests for support to keep vital services alive for local people
New funding programmes such as the Santander Social Enterprise Development Awards give us the opportunity to support our communities in different ways Helping social business to develop thereby providing sustainable services and employment for local people
Grant Making Year 20112012
Somerset Wood Recycling
Unemployed young people who have struggled to find work are benefiting from a pound50000 prize won by Somerset Wood Recycling through the Santander Social Enterprise Development Awards Based in Weston-super-Mare the organisation provides volunteering employment and training locally From recycled waste wood it makes a wide range of items for sale
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
s
Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
900000
800000
700000
600000
500000
400000
300000
200000
100000
0
Old
er P
eop
le
Bla
ck a
nd M
inor
ity
Ethn
ic
Peop
le
Youn
g P
eop
le
Com
mun
ity
Peop
le w
ith
dis
ab
ilitie
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Fam
ilies
Hom
eles
s Pe
ople
PEOPLE
PEOPLE (Providing Ex-Offenders Positive Learning Environments) used their pound2000 Express grant to develop a workshop at their premises in Midsomer Norton providing ex-offenders with practical skills in repairing furniture as well as offering them a supportive stepping stone into the wider community
Photo left Judo activity supported by BYCA 27
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
03Making things happen
We are well-placed to spot emerging needs and communicate these to a wider donor community and to work with donors to respond in a timely way using our local knowledge to channel funding directly to those that need it most
The direct impact that this approach can have on peoplesrsquo lives is highlighted on the following pages
28
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
ldquohellipitrsquos made a lot of difference in that we have been able to reach a much wider range of people since being involved with the Fair Share Trust ndash partly through the networks of the Trust but also because we were at a point where we really needed some financial support to keep going and the Trust stepped in at just the right timehelliprdquo
Fiona Matthews Theatre Orchard
ldquoThe grant from Quartet Community Foundation was the first cheque we got towards the project Without this it would have been very difficult to have the confidence to set up and proceedrdquo
Juley Howard North Somerset Against Domestic Abuse (NADA)
ldquoQuartet Community Foundation is a locally based funder and therefore perfectly placed to respond quickly to requests for grants from small organisations like oursrdquo
Dawn Thomson Parkway Parents and Child Project
29
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
There can surely be no higher indicator of impact than wanting to change your name in response to a project Telemecus Ulysses Jones was inspired to do just that He is a member of the Bournville Community Theatre Company (BOCO) ndash a group of residents from a deprived part of Weston-super-Mare Who came together to write and produce theatre drawing dramatic material from their own and their communityrsquos lives
Tel was introduced to the group about four years ago through a friend who sparked his interest Interviewed together recently Tel and Phil talked about the profound impact of the group and the projects they had been involved with They saw it as a means of getting out of the house stopping them from getting depressed and increasing their confidence and self-respect
They discussed the way they felt that other peoplersquos approval of and respect for them had also improved through being recognised for the work they did
Their most recent work ndash a play about loan sharks ndash was performed at a local school in front of an audience of local parents The resulting discussion enabled the opening up of an often very painful subject in a way few other mechanisms could have achieved
BOCO started as a community development project through theatre workshops facilitated by Theatre Orchard North Somersetrsquos emerging arts infrastructure organisation Theatre Orchard supported the theatre company to become independent and BOCO is now able to produce work and support itself through its own fundraising efforts
Giving People Confidence
Theatre Orchard is one of eight projects supported by the Fair Share Trust This is a ten year BIG Lottery ndash funded programme managed by Quartet Community Foundation to build the capacity of the voluntary and community sector in North Somerset
30
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Tel as Macbeth in The Ballard of the Bournville January 2012
Photo Credit Liz Milner copy 201131
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Surviving Winter
Last year sadly lsquoheat or eatrsquo crossed the minds of an increasing number of people especially those who are older long term ill or more vulnerable With finances stretched and rising fuel prices often coupled with outdated or poorly running heating systems more people than ever are facing considerable hardship In fact 56300 households live in fuel poverty in the West of England
Mrs A aged 80 was given an additional night storage heater for her living room as one heater was not enough for the size of the room She is frail and has multiple health problems so it is very important that she keeps warm The help she received from Bath amp North East Somerset Care and Repair made a huge difference to her comfort and well being
Mrs A commented lsquoThe night storage heater is very useful this room is over 22 ft long amp 13 ft wide so it needs a lot of
heating One heater is not enough and it needed a second heater I am very grateful for allowing me to have it My sincerest wishesrsquo
Cases such as Mrs A are sadly all too familiar but the good news is that in many cases a relatively simple solution can make all the difference In 2011 Quartet Community Foundation raisedpound47000 through its Surviving Winter Appeal receiving donations from people in receipt of a winter fuel payment from the government who did not need it
The money raised was distributed through local charities such as Bath amp North East Somerset Care and Repair Citizenrsquos Advice Bureau and Age UK to reach elderly and vulnerable people most in need such as Mrs A thus ensuring they could afford to stay warm eat well and remain mobile during the winter
We couldnrsquot have achieved what we have without the support of local people so a huge thank you to everyone who made a contribution You really have helped change local peoplersquos lives for the better
For outstanding funding and grant making for the National Surviving Winter Campaign 32
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Mrs A in her living room
Photo Credit Bath University Media Students33
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Youth in Transition
Transition from primary to secondary school is recognised as a very difficult time for many children often resulting in a falling off of attainment and attendance For children with poor social and emotional skills this move can be more traumatic
Kayleighrsquos primary school was worried about her transfer to secondary school - she had some speech and language difficulties and struggled with school work
Kayleigh herself was worried about not being able to understand the work being shouted at by teachers getting lost in the school and being bullied and made fun of
When Kayleigh first joined the group sessions run by Unique Voice one of the organisations funded under this programme she was extremely quiet and lacking in confidence However by week three she had started to relax and in a session where the group created bullying
posters Kayleigh came into her own ndash contributing ideas and working really well with the others
Yusuf was entered onto the project by his primary school because he had poor communication skills and found it difficult to engage with other children or adults Yusufrsquos literacy and numeracy skills were below average and he struggled with school work
In the first session Yusuf separated himself from the rest of the group but by week two he had started to offer opinions in group discussions and by week three he won star of the day for the contribution he made to the group At the end of the five week programme Yusuf and Kayleigh were jointly awarded the group prize for the pupils making the most progress Yusuf describes his feelings about moving to secondary now as ldquohappy and excitedrdquo
The Youth in Transition programme builds on research commissioned by Quartet Community Foundation and The Society of Merchant Venturers with additional funding by some fund holders Started in May 2011 over 160 pupils have been helped to prepare for and cope with the move to secondary school Voluntary organisations have been funded to deliver a range of group activities ndash sports arts drama and media plus therapeutic counselling and 11 mentoring and coaching These have all helped pupils gain confidence make new friends and address their fears about moving to secondary school This initiative has been the catalyst for attracting other funding to Bristol for this kind of work
34
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Yusuf and Kayleigh with Sarah Fullagar from Unique Voice
Photo Credit Mel Lavin
35
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
04Looking ahead
I am delighted to have joined Quartet Community Foundation at such an exciting time Our work is even more relevant than ever as we help support the most vulnerable and disadvantaged in our area particularly during a time of austerity turbulence and change We have a whole range of ways in which you can support your community which we have outlined briefly here
In September 2013 Quartet Community Foundation will host the bi-annual Community Foundation Network conference in Bristol Over 300 of our fellow colleagues and trustees from across the UK and internationally will join us to learn and share together
We look forward to showcasing examples of the great work that has been achieved here in our area of benefit
Caroline DuckworthChief Executive
36
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
ldquoIn a difficult funding environment for charities generally we are aware that there are a number of local groups that because of the nature of the work they do with particularly vulnerable people find it very hard to attract the funding they need to run their vital services We have set up a Community First Endowment Fund with Quartet Community Foundation to help us identify and support such groups and reach those most in need within our communityrdquo
John Prior Youngwood Fund
ldquoIrsquom passionate about my business and having it finally established is amazing The support I have had is fantastic You never know who my story could inspire I mean I had nothing and today I am on the first step to building an empire and tomorrow someone else could be toordquo
Fizzah Khan Beauty Medics High Wycombe a Federicks Foundation microloan recipient
ldquoThe Philanthropy Fellowship will provide me with the support ideas and expertise that I need as I look to deepen my understanding of what impact I can have with my charitable giving Meeting others like me through the Fellowship gives me the opportunity to share my experiences and knowledge to learn from others and to have some of my thinking challenged in a structured and friendly environmentrdquo
Murray Stewart Diane and Murray Stewart Grassroots Fund
37
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
If you are interested in
We are delighted to have a large group of Ambassadors who support us by promoting the aims and ethos of Quartet Community Foundation All fund holders are honorary Ambassadors and in addition we welcome others who wish to join and learn more about making a contribution locally
Ambassadors organise a range of events that are a mix of inspirational social educational and fun
During the last year Ambassadors have raised money by taking part in a Real Tennis playathon visited Arnos Vale Cemetery and had a behind the scenes visit to the Organic Gardens at Holt Farm All money raised through events is held in the Ambassadors Fund and is used to support causes across our area of benefit
The Ambassadors committee is chaired by Lady Wills Anyone wishing to join or find out more should contact mariadunnquartetcforguk
ldquoWithout fail all the Ambassador events have been fascinating Irsquove always been made to feel very welcome and itrsquos a really interesting mix of people of all ages and situations Quartet Community Foundation really is about helping local identifiable needs and is a great forum for changerdquo
Liddy Hill Ambassador
Ambassadorsrsquo visit to Holt Farm
becoming an Ambassador
38
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Ambassadorsrsquo visit to Holt Farm39
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
If you are interested in
setting up your own Charitable Fund
the Community First Endowment Challenge is an exciting opportunity for you to increase the impact of your giving and change local communities for the better Through us the Government will match all endowment donations with an additional 50 until 31 March 2015
ronniebrownquartetcforguk
loans to local businesses
We have linked up with Fredericks Foundation to provide a loan fund to help people access funding for business startups and business expansion
By contributing to our Microloans Fund you will support those who need a helping hand to help themselves
carolineduckworthquartetcforguk
community philanthropy
the Philanthropy Fellowship South West is part of a new UK network of community philanthropists set up to inspire a greater cultural of giving
Through events seminars forums and community visits Fellows can share and learn They can experience how to be effective philanthropist able to achieve measurable results and impact from their giving
mariadunnquartetcforguk
responding to immediate need
you can make a donation of any amount at any time You can direct your donation to one of our Themed Funds (young people housing and homelessness older people sport the environment) or leave it to us to decide where your donation can make the biggest difference within the local community
alicemeasonquartetcforguk
F reder i cks bristol amp bath
40
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
online donations to small local charities
localgivingcom gives small charities and community groups the online presence they need to raise vital awareness and support for the work they do At the same time localgivingcom offers donors and volunteers a new way of engaging with the charitable organisations that are working hard to improve their local communities
mariadunnquartetcforguk
giving together
the Funding Network is a different approach to philanthropy bringing charitable projects and people together in an innovative format During an evening five charities present their inspiring and interesting projects At the end of the presentations guests have the opportunity to make a donation to their work in a lively open pledging session or via an anonymous pledge
mariadunnquartetcforguk
leaving a legacy
you can help ensure future generations in your area will enjoy a better quality of life After providing for your loved ones leaving a legacy through Quartet Community Foundation provides your local community with a gift of real and lasting value Your gift will keep on giving ndash all legacies are invested with the income made available to respond to the needs of the time whatever they may be
ronniebrownquartetcforguk
To find out more about the work of Quartet Community Foundation contact Caroline Duckworth on 0117 989 7700
Do you receive our quarterly e-newsletter If not sign up by visiting quartetcforguk
4141
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
05People
Our small staff team is supported by Trustees and volunteers to enable us to reach many people in our community Our fund holders and donors provide us with the funds to support groups and organisations across the area
We are very grateful to all those who have helped and supported us this year
42
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
President
Trevor Smallwood OBE DL
Vice-Presidents
Will BeeGillian Camm DLChris CurlingGeoff MatthewsMary Prior MBE JPProfessor Murray StewartSir James Tidmarsh KCVO MBE JP
Patrons
Lord-Lieutenant of Bristol Mary Prior MBE JPLord-Lieutenant of Gloucestershire
Dame Janet Trotter DME Lord-Lieutenant of Somerset Lady Elizabeth Gass JPBishop of Bristol the Rt Rev Bishop Mike Hill
43
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Trustees
Stephen Parsons DL Chair of TrusteesDeputy Lord Lieutenant for Bristol Chair of Redcliffe Magtronics Ltd Chair of Governors of Bristol Cathedral Choir School Director Diocese of Bristol Academies Company Director of Bristol Church Academies Trust Chair of Trustees of the Worshipful Company of Security Professionals and Chair of the West of England Local Enterprise Partnership (LEP) Social Enterprise sub-group
Kim Clarke A professional Human Resources Director with 25 years experience within public and private sector organisations Her role consists of supporting the business people agenda along with coaching and developing organisational capabilities
John Cullum A Non-Exec DirectorChairman on various small business Boards Vice President of Somerset Community Foundation and former High Sheriff of Somerset Chairman of Bath Royal United Hospitalrsquos Forever Friends Appeal Group and Chair of Somerset Crimebeat Trust focused on youth crime prevention
Lesley Freed Founder and Chief Executive of SACO the award winning Serviced Apartment Company based in the south west Actively involved in a number of charities as a trustee including Avon Wildlife Trust Director of Folly Farm Ltd and Governor of Colstonrsquos Girls School
Richard Hall Chairman of specialist food and drinks industry consultancy Zenith International and on the Bath Abbey Appeal Board
David Harvey The BBCrsquos Business Correspondent in the West featuring regularly on BBC1rsquos Points West and its local radio stations for Wiltshire Gloucestershire Somerset and Bristol
Sandy Hore-Ruthven CEO of the Creative Youth Network a youth arts organisation based in Bristol whose aim is to unlock young peoplersquos potential through the arts
John Kane JP A North Somerset magistrate Director and Trustee of the City Academy Bristol Abbeyfield Bristol and Bristol Wheels
William Lee A Fellow of the Institute of Actuaries and retired senior investment manager
Jane Moss A retired Partner at Osborne Clarke now a Trustee of her village Relief in Need Charity a Parish Councillor and Quartet Community Foundation Ambassador
Hilary Neal Former Government policy administrator at national and international level Acting Regional Director of the Government office for the South West until the office closed in 2011 Trustee and Chair of Curzon Community Cinema in Clevedon and Governor of a local primary school
Tim Ross Chairman of Hargreaves Services plc and Senior Non-Executive Director of May Gurney Integrated Services plc in addition to board positions with a number of private or venture capital-backed companies Tim is this yearrsquos President of the Dolphin Society and Chairman of the Council at Clifton College
Vernon Samuels A former Olympian Vernon is harnessing the inspiration of the London 2012 Olympics as a freelance motivational speaker youth mentor and grass roots community sports champion Until 2011 he was involved at a senior level in capacity building in the voluntary sector in the South West
Christopher Sharp QC Former head at St Johns Chambers Bristol and now head of its Family Practice Group Christopher sits as a Recorder and Deputy High Court judge is on the Advisory Council at Worcester College Oxford and is a Visiting Fellow at the University of the West of England
Lin Whitfield A freelance consultant working primarily with not for profit organisations and governance HR and organisational change Lin has served in a voluntary capacity on a range of Trustee boards
For more information on our Trustees please visit our website quartetcforguk
44
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
45
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Staff teampart-time staff
Not present in photoMiriam TaitMel Lavin
Back row ndash left to rightJulie Newman Grants OfficerAlice Meason Grants DirectorEmma Collier Evaluation Officer Fair Share TrustRonnie Brown Development DirectorSarah Crispin Finance ManagerCaroline Duckworth Chief Executive
Front row ndash left to rightAndrew OrsquoSullivan Grants OfficerTracey Hill Finance AssistantDiane Kent Operations ManagerJilly Edwards Development ManagerMaria Dunn Donor Services Officer
46
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Co-opted Members of Committees John BrentnallJulie CooperDavid DixonJames FosterMichael HillJim McAuliffeCedric NashAndrew PateAlison ReedAndy RoblingRobert SkinnerMurray StewartJohn WhitewoodAlex WilsonSarah Young
Grants Advisory Panels We are grateful for the support and advice given by members of the following advisory panels who assist with distributing grants
Fair Share TrustThe Mall Fountain FundSportComic Relief FundsComic Relief Local -CommunitiesCommunity Cash - Sport ReliefStoke Park Group Friendsrsquo Fund
AdvisersRegistered AuditorsPricewaterhouseCoopers LLP31 Great George StreetBristol BS1 5QD
Legal AdvisersOsborne Clarke 2 Temple Back East Temple Quay Bristol BS1 6EG
Veale Wasbrough Vizards Orchard CourtOrchard Lane BS1 5WS
BankersLloyds TSB Plc55 Corn StreetBristol BS1 1HT
Investment Managers Smith and WilliamsonPortwall PlacePortwall LaneBristol BS1 6NA
In MemoryDuring the year we were very sorry to hear of the death of four long-standing supporters of our work Richard Johnson Charles Laws Don Pople and Simon Whitmore
Their very generous support over many years has helped to make a real difference in their local communities The individual Named Endowment Funds that were set up will continue to do so in perpetuity
47
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Thankyou
48
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Organisations
Our thanks to the following organisations for their support in kind during the year
3rd Floor Bush HouseBank of ScotlandBath and North East Somerset CouncilBennetts SolicitorsBlueFin BurleighPortisheadBusiness WestClifton CollegeClydesdale BankDACBeachcroftGWE Business WestLloyds Banking GroupNorth Somerset CouncilOsborne ClarkePricewaterhouseCoopers LLPThe Podium Veale Wasbrough Vizards
Volunteers
We would like to thank our volunteers for their invaluable help during the year
Sponsors
As a company committed to benefiting local communities Osborne Clarke are proud to support Quartet Community Foundation by helping to finance their Annual Celebration event on 16 October 2012
Community Groups featured in this Annual Review
Avonmouth Community Centre avonmouthccaorguk
Bournville Community Theatre Company theatreorchardorgukbctsc
Clevedon Lawn Tennis Club clevedonltccouk
Ethical Property Foundation ethicalpropertyorguk
Home-Start Bristol homestartbristolorguk
Paulrsquos Place paulsplaceorguk
PEOPLE peoplelimitedorg
Refugee Women of Bristol thebasisprojectorguk
Somerset Wood Recycling somersetwoodrecyclingcouk
Unique Voice uniquevoiceorg
West of England Care and Repair bristolcareandrepairorguk
49
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Summary Statement of financial activities for the year ended 31 March 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
Summary balance sheet at 31 March 2012
Trusteesrsquo Statement
The summarised financial statements are not the full annual report and financial statements but a summary of information derived from both the charityrsquos Statement of Financial Activities and the charityrsquos Balance Sheet The summarised financial statements do not contain additional information derived from the Report of the Trustees
The full annual report and financial statements from which the summarised financial statements are derived were approved by the trustees on 6 September 2012 and copies have been filed with the Charity Commission and with the Registrar of Companies The independent auditors have issued an unqualified report on the full financial statements and on the consistency of the Report of the Trustees with those financial statements The statement in the independent auditorsrsquo report under section 496 of the Companies Act 2006 was unqualified The full independent auditorsrsquo report contained no statement under sections 498(2)(a) and (b) or 498(3) of the Companies Act 2006
The full annual report and financial statements are available free of charge from the Company Secretary Quartet Community Foundation Royal Oak House Avenue Bristol BS1 4GB or by email from infoquartetcforguk or can be downloaded from the Charity Commission website
S R Parsons Chair of Trustees6 September 2012
Unrestricted revenue funds pound
Restricted revenue funds pound
Endowment funds pound
Total year ended 31 March 2012 pound
Total period ended31 March 2011 pound
Incoming resourcesActivities for generating fundsDonations 315857 2406142 801961 3523960 3753083Gifts in kind 38384 - - 38384 43543Activities from generated fundsInvestment properties 71274 44446 4067 119787 106138Consulting and other income 5000 - - 5000 3700Investment income 125501 240383 156 366040 337453Total incoming resources 556016 2690971 806184 4053171 4243917Resources expended Costs of generating fundsInvestment properties 30882 4785 - 35667 46879Communications and publicity 93473 - - 93473 69027Fund development 91669 - - 91669 110792Donor services 85412 - - 85412 93573Investment management costs 16060 - 65433 81493 97602
317496 4785 65433 387714 417873Charitable activitiesGrants payable 119453 2651082 95000 2865535 2575522Support costs of grants programme 109504 9268 - 118772 118436Governance costs 72991 - - 72991 59488
301948 2660350 95000 3057298 2753446Total resources expended 691444 2665135 160433 3445012 3171319Net incoming(outgoing) resources before transfers
(63428) 25836 645751 608159 1072598
Transfers between funds - 57686 (57686) - -Net incoming(outgoing) resources before revaluation and investment asset disposals
(63428) 83522 588065 608159 1072598
Gains(losses) on revaluations and disposals of investment assets
19614 105329 (624128) (499185) 945139
Net movement in funds (43814) 188851 (36063) 108974 2017737Balance at 1 April 256196 1039071 16690762 17986029 15968292Balance at 31 March 212382 1227922 16654699 18095003 17986029
Independent auditorsrsquo statement to the members of Quartet Community Foundation
We have examined the summarised financial statements which comprise the Summary Statement of Financial Activities and the Summary Balance Sheet
Respective responsibilities of directors and auditorsThe directors are responsible for preparing the summarised annual report in accordance with applicable United Kingdom law and the Statement of Recommended Practice Accounting and Reporting for Charities (revised 2005)
Our responsibility is to report to you our opinion on the consistency of the summarised financial statements within the summarised annual report with the full annual financial statements and its compliance with the relevant requirements of section 427 of the Companies Act 2006 and the regulations made thereunder
We also read the other information contained in the summarised annual report and consider the implications for our statement if we become aware of any apparent misstatements or material inconsistencies with the summarised financial statements The other information comprises only the items listed on the contents pageThis statement including the
opinion has been prepared for and only for the companyrsquos members as a body in accordance with section 427 of the Companies Act 2006 and for no other purpose We do not in giving this opinion accept or assume responsibility for any other purpose or to any other person to whom this statement is shown or into whose hands it may come save where expressly agreed by our prior consent in writing
We conducted our work in accordance with Bulletin 20083 issued by the Auditing Practices Board Our report on the companyrsquos full annual financial statements describes the basis of our audit opinion on those financial statements and the Directorsrsquo report
OpinionIn our opinion the summarised financial statements are consistent with the full annual financial statements of Quartet Community Foundation for the year ended 31 March 2012 and comply with the applicable requirements of section 428 of the Companies Act 2006 and the regulations made thereunder
PricewaterhouseCoopers LLPChartered Accountants and Statutory AuditorsBristol
Notes(a) The maintenance and integrity of the Quartet Community Foundation web site is the responsibility of the directors the work carried out by the auditors does not involve consideration of these matters and accordingly the auditors accept no responsibility for any changes that may have occurred to the full annual financial statements or the summarised financial statements since they were initially presented on the web site
Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions
31 March 2012 pound 31 March 2011 poundFixed assetsTangible fixed assets 103605 116133Investments
- Property 1015000 1030000- Other 15691675 14943101
16810280 16089234Current assetsDebtors 297506 313829Cash at bank and in hand 1543772 2095436
1841278 2409265Creditors amounts falling due within one year (556555) (512470)Net current assets 1284723 1896795Net assets 18095003 17986029Capital fundsEndowment funds 16654699 16690762Revenue fundsUnrestricted funds 212382 256196Restricted funds 1227922 1039071
1440304 1295267Total funds 18095003 17986029
51
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
I am delighted that Smith amp Williamson is sponsoring this yearrsquos annual report which celebrates 25 years of supporting and improving local communities across the region
We are proud to have been appointed as Investment Manager for Quartet Community Foundation and look forward to working with the charity to achieve the aim of building the Endowment Fund in order to meet current needs as well as those of future generations
Smith amp Williamson has assisted local charities with their investments for many years and I am very pleased we have been selected to take responsibility for such an important and admired organisation
We provide investment services for private individuals charities and institutions with over pound12 billion of funds under management and advice We operate from offices in London Belfast Birmingham Bristol Dublin and Glasgow and employ over 100 qualified investment professionals Our Bristol office located at Portwall Place in the heart of the cityrsquos financial centre has one of the largest private client teams in our sector across the South West
John Erskine DirectorSmith amp Williamson Investment Managementsmithwilliamsoncouk
The value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested
Smith amp Williamson Investment Management Limited Authorised and regulated by the Financial Services Authority(As at 30 June 2012)
52
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
quartetcforguk
Main OfficeRoyal Oak HouseRoyal Oak AvenueBristol BS1 4GBTel 0117 989 7700Fax 0117 989 7701
Twitter QuartetCFFacebook Facebookcomquartetcf
Enquiries infoquartetcforguk
Bath amp North EastSomerset Office12 Pierrepont StreetBath BA1 1LATel 01225 420 300Fax 01225 420 301
North Somerset OfficeBadger Centre2-5 Wadham StreetWeston-super-Mare BS23 1JYTel 01934 641 965
Quartet Community Foundation ishellip
a member of the Community Foundation Network an umbrella organisation which promotes and supports over 60 community foundations across the UK
Printed by BurleighPortishead using Vegetable Oil based inks on Core Uncoated paper produced from sustainable sources supplied by Robert Horne Paper Ltd
Design by wstudiocouk
Photos by Freia Turland Front cover Goblin Coombe Environment CentreBack cover lsquoCelebration cakesrsquo
Registered Charity No1080418 | A company limited by guaranteeRegistered in England and Wales Company No3981052Registered office Royal Oak House Royal Oak Avenue Bristol BS1 4GB
