Welcome to the Summerfield Charitable Trust
The Summerfield Charitable Trust was established by Ronald Summerfield, a Cheltenham antique dealer, shortly before his death in 1989.
During 2020 we paid 43 grants totalling £560,565 to a wide variety of good causes throughout Gloucestershire, ranging from small grants of £500, to larger grants of £30,000. Read More
Summerfield Charitable Trust Grant Strategy 2021
Like many grant-giving Trusts, our income from investments has fallen this year leaving less money for Summerfield to distribute. At the Trustees’ November 2020 meeting it was agreed that they would meet again in late December for a strategy meeting to discuss the best way to support charities next year. As a result there will not be a Trustee grant application meeting in January 2021 the first one will be in March – see How to Apply page for deadline dates.
However, like many grant-giving Trusts, the income we have to distribute to charities has been reduced in the last year due to the impact of COVID-19. As a consequence we will have a particular focus to our grant giving in 2021 and will be making a smaller number of grants this year. We anticipate that most of our grants will be under £10,000, with only one or two larger grants. Please read the “What We Fund “ section for more detail.
At the end of 2020 the Trust sadly had to bid farewell to James Millar who had been a committed and enthusiastic Trustee for the ten previous years.
Antonia Shield then joined the Summerfield Board in November 2020. Antonia is Managing Partner of BPE Solicitors in Cheltenham having previously spent 10 years heading up the firm’s large property team. Antonia has undertaken a wide range of commercial property work throughout her career including development and regeneration projects. Antonia did her first degree in Architectural History and she remains passionate about the built environment both historic and contemporary, enjoys art, antiques and gardening.
“After careful consideration The Trust are pleased to announce that we have moved our investments to Sarasin and Partners because the Trustees were impressed by their ethical policy”
Sarasin and Partners have an exclusionary ethical policy in place for the Summerfield Charitable Trust details of this policy can be found in the Sarasin Guide to Ethical Exclusions accessible via the Sarasin & Partners website.
You can read a summary of the policy on our news page by clicking here
New Chair of the Trustees
As of the 1st January 2020 we are pleased to announce that David Owen will be the Chair of Trustees taking over from Edward Gillespie who retired as chair at the end of December 2019.
For the last twenty years David has worked in Gloucestershire, first as Director of Enterprise and Innovation at the University of Gloucestershire and now as Chief Executive of GFirst Local Enterprise Partnership. He is currently a director of Gloucestershire Voluntary & Community Sector Alliance and Gloucestershire Enterprise Limited and is a member of the International Advisory Group of the Economic Development Council.
Farewell Lunch for Edward Gillespie
In 2015 the Summerfield Charitable Trust celebrated its 25th Anniversary by awarding a special grant of £359,000 to Gloucester Cathedral's Project Pilgrim. Read more
Click on the video below to view a history of grants paid
Action on Plastic a charity previously supported by Summerfield, has produced the following website: www.actiononplastic.org. PLEASE READ to find simple ways to cut down plastic coming into one’s house/life/family etc. !
The Barnwood Trust has just launched an important piece of research into opportunities and housing for disabled people and people with mental health challenges.
They are inviting disabled people and people with mental health challenges living in Gloucestershire (aged 18+) to take part in a survey to help them understand the barriers and challenges people are experiencing in the county and what Barnwood might do to help. The findings of the survey will directly inform the projects and activities Barnwood undertakes in 2021 and beyond.
You can find the online version of the survey and all of the information relating to it here: https://www.barnwoodtrust.org/opportunities-housing-survey/ and you can share this link with anyone you think might be interested in taking part.
The survey can be filled in online, by post, or over the phone. The webpage also has links to information sheets which we’d like anyone taking part to read beforehand. The deadline date for this is April 20th 2021.
If you have any questions about taking part in the research, including taking part a different format, please contact Roz Warden (firstname.lastname@example.org or 01242 539935 or 07912 788340).