Phi Newsletter – February 2016

Welcome to the February 2016 issue of the Factary Phi Newsletter.

The New Trust Update Archive and our Major Giving News

New Trust Update Archive

As many of you probably know, the New Trust Update is Factary’s monthly publication of trusts and foundations that are newly registered at the Charity Commission. With a subscription to NTU, you can find out about newly registered grant-making trusts before almost anyone else. Our monthly report provides extensive information about grant-makers of potential interest before they are published in directories and swamped with applications. Each month, Factary researchers interview the settlors and administrators and conduct in-depth research into new trusts to produce a publication containing full details of all new grant-makers.’

Together with the monthly report, Factary have also just launched the ‘NTU Archive’ which is now included as part of the subscription. This archive service allows subscribers to view every single edition of the NTU that has been published in the past ten years. This gives them access to all 2,500+ trusts that have appeared in the NTU since 2005.

The archive is only be available to subscribers and is accessed securely via our website. It is fully searchable by trusts’ stated areas of interests, date of publication and trustee name – enabling subscribers to search through the archive to find only those trusts which are relevant to their work.

You can read more about the launch of the NTU Archive on our blog. You can also see more information on our website. Also, we have a separate FAQ’s section about the Archive, which can be accessed by clicking this link.

We have had some great feedback so far, with one subscriber describing the NTU Archive as ‘a great new tool in prospecting’.

The exciting news for you is that, as a Phi subscriber, you’d be entitled to a discount as we offer a joint annual ‘Factary Phi & NTU subscription’. If you would like some more information, please contact Nicola Williams at

RBS Boss donates portion of allowance to a charity

RBS Boss Ross Fisher has chosen to donate half of his £1m role-based allowance (RBA) to charity.

A charitable trust will reportedly be set up, into which the £500,000 will be donated as it is released over a five year period. The money will also be donated after tax has been paid, meaning that at today’s share price he would be making a donation worth £250,000.

This will be the third year in a row that the New Zealander has voluntarily forfeited part of his pay package.

Howdens Joinery Group gifts £100,000

The UKCF (UK Community Foundations) are set to benefit from a £100,000 donation from the Howdens Joinery Group.

The donation has been made in order to support its Winter Flood Recovery Appeal, which in turn supports the relief of several areas in the UK that have been impacted by significant flood and storm damage.

UKCF Chief Executive, Fabian French said: ‘Howdens have shown a commitment to local communities by this very generous donation. Funds will go to the eight community foundations in areas impacted by flood and storm damage so that they can support locally managed projects that will have a positive impact on rebuilding their communities.’

Lidl to donate £500,000

The supermarket chain has pledged to donate the sum to Keep Britain Tidy, an environmental organisation it has recently launched a new initiative with.

The donation has been funded from the proceeds of its single-use carrier bags, and it is also hoped that the initiative will help raise awareness regarding littering and waste reduction amongst young people.

‘We know that the majority of children and young people do care about their environment and don’t drop litter, said Keep Britain Tidy Chief Executive, Allison Ogden-Newton.

‘The support of Lidl, through the donation of the proceeds from the single-use bag charge, will help us engage with those young people and create a generation of young people who not only care about their environment but are also equipped to do something to help.’

Next section: Report

Report: CAF World Giving Index 2015

This month, we have included our summary of the CAF World Giving Index 2015. The report is intended to provide an insight into the scope and nature of giving around the world, which according to its methodology can be measured through three aspects of giving behaviours.

These behaviours can be separated into volunteering, the provision of support for strangers and direct donations. This is the sixth edition of the report.

Key Findings and Conclusions

Myanmar tops the Index

At rank one, Myanmar has maintained its place as the top country in terms of monetary donations and it has also secured first place for volunteering time. It is the first country to achieve first place in two different giving forms since 2010. However, despite Myanmar’s strong culture of Buddhism and apparent generosity, this achievement must still inevitably be contrasted to the continuing plight of the Rohingya people within the country.

Religious practices

From the results of the survey, religious holidays appear to have had a significant impact in Myanmar and in a number of other countries. Muslim populations are responsible for the significant improvement in world rankings this year for Kyrgyzstan and Kazakhstan (up 65 and 45 places respectively). For the 2015 report, both countries were surveyed either during or just after Ramadan, when generosity is particularly encouraged, and both countries experienced a year-on-year increase for all three ways of giving, but most notably donating money.

The impact of cultural heritage on giving behaviours

Turkmenistan, once ranked at number one by the survey in terms of volunteering work every year has now dropped to 66th in 2015. According to the survey, this is a consequence of the cancellation of ‘Saturday subbotniks’ which was an act of ‘giving up’ a Saturday by its residents in order to volunteer or perform unpaid labour. A widespread cultural tradition in many former soviet states that may have inflated the reported levels of giving in many of these countries.

The influence of disruptive events

As has previously been demonstrated over several years of the World Giving Index, people universally appear to respond to those who are in need. The proportion of people donating in Ukraine for example, quadrupled in 2014 compared to the previous year, likely due to fundraising efforts for those affected by the recent conflict in the area. Iraq came first in terms of helping strangers for the first time, despite the obvious continuing security concerns in the country, showing a remarkable resilience in terms of its people’s generosity.

At a global level, donating money is up this year

Just under a third (31.5%) of people gave money to a charity in the month before interview, representing a rise of 3.2% since 2013. Encouragingly, participation levels for donating money have increased across all world economy types, where previously developed and developing economies had experienced marginal declines in giving money between 2012 and 2013.

Behaviour in a few very large countries can impact significantly on the number of people giving worldwide

Overall, despite an increase in the average global participation levels for donating money and helping a stranger, the actual number of people taking part in all three giving methods has fallen. This is due to the fact that in a number of very large countries (India and China for example) decreased participation levels has translated into tens of millions of people actively giving less.

It is noted in the report that of world’s ten most populous countries (constituting 60% of the world’s population aged 15 and over), seven of these rank outside of the World Giving Index Top 50 this year, with five even outside of the Top 100.

For the first time since 2008, men are more likely to give money than women

While women in developing countries still register as more likely to donate than men, the deferential has narrowed to the smallest gap ever recorded by the World Giving Index. This, combined with the already higher participation level of men in both transitioning and developing economies means that, at a global level, men are now slightly ahead of women in terms of donating money.

There has been a recovery in younger people giving this year

Those in the youngest age group (15-29) increased participation in all three ways of giving the most, with donating money more than recovering the ground that was lost in 2013.

It recommends that Governments around the world should:

  • make sure not-for-profit organisations are regulated in a fair, consistent and open way
  • make it easy for people to give and offer incentives for giving where possible
  • promote civil society as an independent voice in public life and respect the right of not-for-profit organisations to campaign
  • ensure not-for-profit organisations are transparent and inform the public about their work
  • encourage charitable giving as nations develop their economies, taking advantage of the world’s growing middle classes

Clickhere for a full version of the report.

Next section: Phi Database Update

Phi in Numbers: February 2016

During the course of this month, 12,327 records have been uploaded onto the Phi database worth in excess of £3.3m

This brings us to a total of 642,198 records of donations in Phi overall, with the latest upload containing donations made to a number of different universities, with some examples including University of Nottingham, Selwyn College, the University of Kent, the University of Liverpool and the University of Hull amongst others.

For this month’s edition of our Database Update, we thought it might be interesting to survey all donations to have been made by Companies throughout the database.

Below, the first chart contains a breakdown of donations made by this donor type split according to each activity type.

Feb Pie

As is demonstrated by the above, the largest proportion of company donations appear to have been made to Arts/Culture related causes, followed closely by Health and Education/Training. While this is not necessarily representative of the wider giving sector as a whole, this data as it appears in Phi could provide an indication of some of the most popular, or at least the most frequently publicised donations to have been made by this donor type.

The second chart shows donations made by this activity type split according to donation size. From this, we can also get an indication of the most common Company donations according their size, or value (£)

Feb Table

It should be noted that these statistics are based on donations as they appear in Phi, and as such they are not necessary representative of the wider giving sector as a whole.

Next section: Profile

Profile: The Allen Lane Foundation

The foundation was formed in 1966 according to the wishes of Alan Lane, who was a British publisher and one of the original founders of Penguin Books.

Born Allan Lane Williams in the year 1902, Allan Lane began his career in publishing when he joined Bodley Head as an apprentice. His uncle, John Lane, was an original founder of the company, and it was due to this family connection that his name was changed, so that Bodley Head could be retained as a family firm after his uncle’s death, who was childless.

By 1925, he had risen to become the Managing Editor of the company, but it was not until ten years later in 1935, that he and his brothers founded Penguin Books. The story goes that his vision for the company, or its original ‘niche’ was the idea that paperback editions of a reliable, proven quality could be made cheaply enough to be sold to the public from a public vending machine. The venture proved successful, with the first such machine operating outside Henderson’s in Charing Cross Road and dubbed the ‘Penguincubator’.

Later he would also expand into other markets with Pelican Books in 1937, Puffin Books in 1940 and the Penguin Classics series in 1945. He also survived an attempt to remove him from the board of directors in 1965 by Chief Editor Tony Godwin. Godwin was fired after the incident, with Lane retaining control of the company until his retirement.

His trust was originally set up with 100,000 shares in Penguin, which at the time had a value of around £150,000. As time went on, its Trustees also developed a policy of funding projects that would otherwise have been considered ‘unpopular’ or unlikely to receive funding from other sources.

For the financial year ending the 31st March 2015, the trust reported an income of £663,134 and an expenditure of £958,602. Factary Phi holds 391 records of donations made to various organisations since 2013 worth a minimum of £2,228,032. According to Phi, the largest proportion of these donations have been made to causes associated with Welfare (144), followed by Rights/Law/Conflict (72), Mental Health (51), Elderly (44), Development/Housing/Employment (18), Education/Training (17), Religious Activities (13), Arts/Culture and Elderly (7), General Charitable Purposes (5), Sport (4), Environment and International Development (3), Children/Youth (2) and finally Disability (1).

The Trustees

Mr Guy Dehn

Guy Dehn is a legal professional and the Director of Legal of Confident. Before holding this position he was the director of Public Concern at Work and he was a legal officer at the National Consumer Council.

Juliet Walker

Juliet Walker is an editor and journalist specialising in environmental issues. She is also a member of the International Council and an Executive of Survival International. She attended the London School of Economics and she is also a Trustee of Survival International Charitable Trust and of The Caroline Walker Trust.

Fredrica Teale

Fredrica Teale is currently studying for a PHD in Medieval History. She is a granddaughter of Allen Lane.

Margaret Hyde

Margaret Hyde is currently studying fine art, and she former Director of the Esmee Fairbairn Foundation. She was also previously a member of the Big Lottery Fund, the Charity Tribunal and she was a governor of the London School of Economics, where she studied social administration.

Philip Walsh

Philip Walsh is Chairman of the foundation. He is currently the Chief Financial Officer of the RAF Museum and he is a former Director of Finance and Operations at the Wallace Collection in central London. He originally qualified as a Chartered Accountant after having first studied Natural Sciences at Durham University.

Zoe Teale

Philip Walsh is Chairman of the foundation. He is currently the Chief Financial Officer of the RAF Museum and he is a former Director of Finance and Operations at the Wallace Collection in central London. He originally qualified as a Chartered Accountant after having first studied Natural Sciences at Durham University.

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