Case studies

Charities and social enterprises across the UK are already using social investment in a variety of ways. Browse our latest case studies to see how organisations are using it to further their social impact

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Furnistore

Furniture is a furniture re-use charity that supports lower income families. It used social investment to purchase a permanent base.

Duration 
20 years
Cost of capital 
6%
Turnover 
£185,000
Invested 
£160,000

Golden Lane Housing, the housing arm of Mencap, used social investment to buy homes for people with a learning disability.

Duration 
7 years
Cost of capital 
4.375% per annum
Turnover 
£11.5 million
Invested 
£11 million

K10 is tackling youth unemployment by providing apprenticeships in the construction industry. It used social investment to professionalise the business and increase sustainability. 

Duration 
3 years
Cost of capital 
Debt
Invested 
£600,000

Garforth Neighbourhood Elders Team (NET) is working in partnership with Leeds City Council to use social investment to transform the way older people are supported in the community.

Duration 
5 years
Cost of capital 
8%
Turnover 
£120,000+
Invested 
£150,000

Factory skatepark is charity that engages young people through extreme sports. It used social investment to grow its social business.

Duration 
8 years
Cost of capital 
7%
Turnover 
£818,735 (group)
Invested 
£500,000

Local residents in Redruth funded the building of a wind turbine through buying community shares.

Duration 
4 years
Cost of capital 
7%
Turnover 
£45,000
Invested 
£75,000

Big White Wall is a digital mental health and wellbeing service, which used social investment to scale their social business.

Duration 
5-7 years
Cost of capital 
Convertible debt and equity
Invested 
£1 million

Energise is a Social Impact Bond working with young people in the Thames Valley area. It is part of the Department for Work and Pensions' Innovation Fund.

Duration 
3 years
Cost of capital 
Outcomes payment
Turnover 
£8.2 million
Invested 
£902,000

3SC Capitalise is a Social Impact Bond working with young people in Wales. It is part of the Department for Work and Pensions' Innovation Fund.

Duration 
3 years
Cost of capital 
Outcomes payment
Turnover 
£1.9 million
Invested 
£420,000

Moneyline offers access to affordable credit to consumers on low incomes. It used social investment to grow its social business.

Duration 
7 years
Cost of capital 
6.75% & 10%
Turnover 
£2.8 million
Invested 
£1 million & £500,000

Oomph! is helping older people stay healthy by running specialist exercise classes in care homes across the UK. It used social investment to grow its social business.

Oomph! brings us all together, gets us out of our room. We mix and laugh and forget all of our troubles.

        Ronnie, Oomph! participant

Duration 
Equity
Cost of capital 
Equity
Turnover 
£247,000
Invested 
£200,000

The Greenway Centre is a community run business centre and community hub. It used social investment to install solar panels.

Social investment has enabled us to reduce our overheads so we can do more good things

       Alex Kittow, General Manager, Greenway Centre

Duration 
7 years
Cost of capital 
4%
Turnover 
£503,636
Invested 
£50,000

The Real Lettings Property Fund, run by Resonance in partnership with St Mungo’s Broadway is using social investment to buy properties to address homelessness in London.

Duration 
7 years
Cost of capital 
5% +
Turnover 
£15.2 million (Broadway to 31 March 2014)
Invested 
£36 million

Third Space Learning is using technology to tackle underacheivement in maths. It used social investment to grow its social business.

Last year the children made superb progress, so this year we’ve put 20 children into Third Space and it’s been ideal.

       Rush Green Primary School

Duration 
Equity
Cost of capital 
Equity
Turnover 
£500,000
Invested 
£750,000

Teens and Toddlers is a Social Impact Bond working with young people in the North West. It is part of the Department for Work and Pensions' Innovation Fund.

Duration 
3 years
Cost of capital 
Outcomes-based
Turnover 
£1,549,488
Invested 
£3.25 million

Sandwell Community Caring Trust used social investment to help it acquire a residential care home in the Black Country.

Duration 
7 years
Cost of capital 
Blended 10% (7.5% + revenue participation)
Turnover 
£14 million
Invested 
£725,000

Headliners UK used social investment to help them in their mission of empowering young people to tell their stories and care about their community more. 

Duration 
3 years
Cost of capital 
6.5%
Turnover 
£600,000
Invested 
£75,000

Burley Gate Community Shop raised money from the local community using Social Investment Tax Relief. 

Duration 
4 years for loans
Cost of capital 
Between 2 - 3%
Turnover 
£80,000
Invested 
£57,000

Freedom Bakery raised investment from seven investors using the Social Investment Tax Relief to grow their prison-based social enterprise.

SITR gave us the freedom to fit our intervention around individuals and increase their long-term employability.

        Matt Fountain, Founder, The Freedom Bakery

 

Duration 
4 years
Cost of capital 
1.75%
Turnover 
£210,000 from year 2
Invested 
£48,000 Social Investment Tax Relief, £85,500 in total

Midlands Together is a social enterprise which raised finance through a charity bond to grow its business providing employment opportunities for people leaving prison.

I owe everybody on this project so much. Otherwise I would just be sat at home doing nothing!

        Shane, Employee

 

Duration 
5 years
Cost of capital 
Two issues, one at 4%, one at 6%
Turnover 
Over £3 million
Invested 
£3 million

FC United of Manchester is a community owned football club which raised money using Social Investment Tax Relief to help build a new stadium.

People invested because they wanted to be part of something that will influence and change lives in North Manchester.

        Andy Walsh, General Manager, FC United of Manchester

 

Duration 
4 years
Cost of capital 
2% (optional)
Turnover 
£1 million+
Invested 
£270,000 through SITR

FareShare South West is a  charity which used money raised using Social Investment Tax Relief to increase its impact in the local community

Duration 
5 years
Cost of capital 
5% for first 36 months, 7% for remaining 24 months
Turnover 
£400,000+
Invested 
£70,000 through SITR

Ambition East Midlands is a Social Impact Bond working with young homeless people in Gloucestershire.

Duration 
3 years
Cost of capital 
7%
Turnover 
£500,000+
Invested 
£50,000 through SITR

Greenwich Leisure Limited, a Community Benefit Society, used a charity bond to help transform new sports facilities as accessible community facilities.

Duration 
5 years
Cost of capital 
5%
Turnover 
£155 million (estimated for 2014)
Invested 
£5 million

Ambition East Midlands is a Social Impact Bond working with young homeless people in the East Midlands.

Duration 
3 years
Cost of capital 
7%
Turnover 
£1 million+
Invested 
£100,000 through SITR

Portpatrick Community Benefit Society used Social Investment Tax Relief to raise money to save the local habour. 

Duration 
5 years
Cost of capital 
1.5%
Turnover 
Approx. £26,000
Invested 
£100,000

Homes for Good used social investment to buy houses that it then rents to vulnerable people on lower incomes.

One letting agency hung up on me when I told them I was on benefits. I felt there was no way forward until Homes for Good.

        Marilyn, Homes for Good tenant

 

Duration 
7-9 years
Cost of capital 
Loan with an equity stake
Invested 
£2 million

HCT Group used social investment to scale their community transport business.

Our competitors aren’t big bus companies, our competitors are loneliness, isolation and social exclusion.

        Dai Powell, Chief Executive, HCT Group

Duration 
5 years
Cost of capital 
6.6% (blended over life of loans)
Turnover 
£45.4 million
Invested 
£9.95 million

Delivered Next Day Personally raised money from individual investors using the Social Investment Tax Relief to grow their courier service social enterprise which recruits disabled people.

 

Social Investment Tax Relief has helped us support even more disabled people.

        Bruce Gunn, Managing Director, Delivered Next Day Personally

 

Duration 
3 years
Cost of capital 
3%
Turnover 
£115,000
Invested 
£50,000

Unforgettable used social investment to grow their social enterprise which provides goods and services for people with dementia and their carers.

There are no shops on the high street for dementia. I was convinced that somebody needed to connect great products with the people that really needed them.

       James Ashwell, Founder, Unforgettable

 

Duration 
5-7 years
Cost of capital 
Loan and equity
Invested 
£500,000

Clevedon Pier Heritage and Limited Trust is a Community Benefit Society which raised money via Social Investment Tax Relief (SITR) to help renovate and sustain Clevedon Pier. 

Duration 
Not applicable
Cost of capital 
2%
Turnover 
£180,000
Invested 
£250,000 Social Investment Tax Relief, £330,000 in total

Commonweal Housing used social investment to buy properties to support an innovative new project for formerly homeless people.

I like being a Peer Landlord because ultimately I like helping people, and it’s satisfying when someone says thanks

        A Peer Landlord

Duration 
7 years
Cost of capital 
Around 4%
Turnover 
£3.9 million
Invested 
£1.4 million

London Early Years Foundation (LEYF) used social investment to expand its early years nurseries in London. 

Duration 
3 years
Cost of capital 
6.5%
Turnover 
£600k
Invested 
£75k