Finance Score: 2

Governance Score: 9

Support Score: 10

Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 21

NORFOLK COMMUNITY FOUNDATION

OUR CORE WORK IS TO MANAGE DONOR FUNDS FROM INDIVIDUALS, COMPANIES AND CHARITABLE TRUSTS AND TO PROVIDE SMALL LOCAL VOLUNTARY AND COMMUNITY ORGANISATIONS WITH GRANTS, ADVICE, SIGNPOSTING, GUIDANCE AND SUPPORT. ON A SMALLER SCALE WE ALSO MANAGE FUNDS THAT AWARD GRANTS TO SUPPORT BURSARIES AND APPRENTICESHIPS.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Established: 19 years

www.norfolkfoundation.com

accounts@norfolkfoundation.com

01603623958

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£6,792	£6,641	£151	£273	£27,675	£818	1.5	21
31/12/21		£4,282	£4,816	£-534	£162	£29,504	£854	2.1	16
31/12/20		£4,915	£4,304	£611	£134	£26,929	£804	2.2	15
31/12/19		£2,689	£2,698	£-9	£139	£24,547	£688	3.1	14
31/12/18		£2,757	£3,014	£-257	£150	£21,715	£710	2.8	12
31/12/17		£3,385	£3,862	£-477	£183	£22,715	£821	2.6	10
31/12/16		£4,012	£3,417	£595	£118	£21,854	£877	3.1	10
31/12/15		£2,711	£2,544	£167	£141	£18,445	£831	3.9	9
31/12/14		£2,386	£3,159	£-773	£386	£16,725	£823	3.1	9
31/12/13		£5,404	£4,560	£843	£390	£11,116	£620	1.6	8
31/12/12		£5,404	£4,411	£993	£93	£8,233	£359	1	6
31/12/11?		£1,550	£1,035	£515	£87	£5,049	£178	2.1	6
28/02/10		£1,306	£1,060	£246	£112	£2,810	£140	1.6	6
28/02/09		£773	£798	£-25	£48	£1,254	£141	2.1	4
29/02/08		£431	£205	£226	£0	£0	£0	n/a	0
28/02/07	*	£238	£151	£87	£0	£0	£0	n/a	0
28/02/06		£196	£94	£102	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 6.8

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Lincolnshire, Norfolk, Suffolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

21 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

The Earl of Northampton's Charity	£702,741
National Lottery Community Fund	£575,225
Mercer's Charitable Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£150,000	29/11/2023	Connecting Older People Funding Programme.
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£150,000	29/06/2023	To support the "Nourishing Norfolk" food hubs to enable them to grow and sustain their offer over the longer-term.
National Lottery Community Fund - Nourishing Norfolk
£450,000	08/06/2023	This funding will support the growth of community food projects sharing learning with other areas that are developing their own local responses to the cost-of-living crisis. The group aims to build ....more This funding will support the growth of community food projects sharing learning with other areas that are developing their own local responses to the cost-of-living crisis. The group aims to build stronger communities and improve the lives of people in Norfolk focusing on support and opportunities for the most marginalised.
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£83,600	07/09/2022	Continuation funding for organisations in Norfolk working with lonely older people.
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£150,000	07/12/2020 24	Grants for loneliness organisations in Norfolk
National Lottery Community Fund - Covid-19 Local Resilience Fund
£100,000	10/07/2020 12	Norfolk Community Foundation is an independent grant giving organisation working across Norfolk. The group will use funding to assess award and monitor £95000 worth of grants in the county ....more Norfolk Community Foundation is an independent grant giving organisation working across Norfolk. The group will use funding to assess award and monitor £95000 worth of grants in the county predominately to small grassroots organisations
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£50,000	29/04/2020 12	To encourage innovation and sustainable growth amongst Norfolk's charities, in the light of Covid-19, by investing in organisational change and development.
Mercer's Charitable Foundation - COVID19 Rapid Response Fund Grant to Norfolk Community Foundation
£10,000	24/04/2020 12	Contribution towards the Covid-19 Community Response Fund which is being managed by the Norfolk Community Foundation.
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£44,141	30/01/2020 12	Additional funding and 10% contribution
National Lottery Community Fund - Together for Women - women's mentoring
£25,225	17/12/2019	The project will use funding to run a pilot women and girls mentoring programme. The organisation will recruit 15 mentors from its Together for Women programme who will be matched with up to 40 young ....more The project will use funding to run a pilot women and girls mentoring programme. The organisation will recruit 15 mentors from its Together for Women programme who will be matched with up to 40 young women.
The Earl of Northampton's Charity - Grant to Norfolk Community Foundation
£75,000	26/06/2019 6	Connecting Older People Fund
Dulverton Trust - Norfolk Dulverton Fund 2017-19
£410,000	15/02/2017	Norfolk Dulverton Fund 2017-19
Dulverton Trust - Norfolk Dulverton Fund 2015-17
£390,000	22/10/2014	Norfolk Dulverton Fund 2015-17
Dulverton Trust - Norfolk Dulverton Fund 2014-16
£315,000	25/02/2014	Norfolk Dulverton Fund 2014-16

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-66

EDWARD JAMES DOGGETT SAVORY Appointed: 2024, Occupation: Solicitor

FIONA MCDIARMID (Chair) Appointed: 2021, Occupation: Non Executive Chair Norse Group, Other trusteeship: UK COMMUNITY FOUNDATIONS,

JENNIFER WATSON CBE Appointed: 2021

JESSICA MIDDLETON Appointed: 2021, Occupation: Insight Manager, Bbc Children In Need

RICHARD NICHOLAS LAURENCE ROSS Appointed: 2021, Occupation: Company Director

SIMON BRICKLES Appointed: 2019, Occupation: Director

TOM BURDETT Appointed: 2023, Occupation: Finance Director

Legal constitution

Charitable company registered in England & Wales on 10/08/2005, number: 1110817
Registered at Companies House on 17/09/2004, number: 05234236

Gift Aid

Registered with HMRC for Gift Aid

Event History

28/04/2015 - Asset transfer in from FUEL (OR POOR'S) ALLOTMENT
25/02/2016 - Asset transfer in from THE NORFOLK SHRIEVALTY TRUST LIMITED
14/09/2016 - Asset transfer in from WELLINGHAM RELIEF IN NEED CHARITY
23/09/2016 - Asset transfer in from NORWICH HERITAGE ECONOMIC AND REGENERATION TRUST
14/12/2016 - Asset transfer in from THE NORFOLK MILLENNIUM TRUST FOR CARERS
11/05/2017 - Asset transfer in from NORFOLK ASSOCIATION OF VILLAGE HALLS
02/09/2020 - Asset transfer in from THE NORFOLK HEART TRUST
14/01/2021 - Asset transfer in from THE SHELROY CHARITABLE TRUST
13/02/2023 - Asset transfer in from THE HOWES CHARITABLE TRUST
08/08/2023 - Asset transfer in from THE GOODMAN TRUST
07/02/2024 - Asset transfer in from THE W M AND T D COPEMAN CHARITABLE TRUST
Linked charity: THE NORFOLK COMMUNITY FOUNDATION PERMANENT ENDOWMENT TRUST
06/07/2015 - Asset transfer in from THE NORFOLK COMMUNITY FOUNDATION PERMANENT ENDOWMENT TRUST

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

17 returns made; AR07: 47 days late,

Main office

1st Floor North
Carmelite House
2 St. James Court
NORWICH
NR3 1SL

Objectives

(1) THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF NORFOLK AND ITS IMMEDIATE NEIGHBOURHOOD AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS;(2) OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE DIRECTORS BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT.

Defined Area of Benefit:

COUNTY OF NORFOLK AND ITS IMMEDIATE NEIGHBOURHOOD.

Data Sources