Try the New Case Study Mapper!

Browse 100+ case studies via our interactive Case Study Mapper to explore examples of social investment in action in your area!
 

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Group of people at Gloucestershire Gateway Trust

Gloucestershire Gateway Trust (GGT) is a social and environmental regeneration charity on the largest peripheral social housing estates around the edge of Gloucester by the M5. 

Duration
3 Years
Cost of capital
9% (Y1) 7% (Y2 + Y3)
Turnover
£884,455
Investor Details
Social Investment Business
Amount invested
£158,000 (loan) + 62,000 (grant)
Product type
Blended – part grant, part loan
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Inner City Music

Inner City Music is an award-winning charity that exists to celebrate music and its power to engage, inspire and unify. 

Duration
5 Years
Cost of capital
6.5%
Turnover
£1,382,000
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£300,000
Product type
Unsecured loan (incl. overdrafts)
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Volunteer at Trees for Life, replanting

Trees for Life is home to the first (known) rewilding centre in the UK and their vision is of a revitalised wild forest in the Highlands of Scotland, providing space for wildlife to flourish and communities to thrive.

Duration
9 years
Cost of capital
6%
Turnover
£3,030,847
Investor Details
Triodos Bank - Corporate Finance team
Amount invested
£2 Million
Product type
Charity bonds
Crowd-funded investment
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Group of people at Central YMCA

Central YMCA is the world’s first YMCA, established in 1844, and a leading UK education, health and wellbeing charity. Their work includes creating alternatives to traditional education such as apprenticeships and study programmes, training fitness professionals who inspire communities, developing qualifications through an awarding organisation and helping people improve their health and wellbeing through the largest gym in central London. 

Duration
25 Years
Cost of capital
2.41%
Turnover
£11,000,000
Investor Details
Charity Bank
Amount invested
£4,000,000
Product type
Secured loan
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Homebaked Bakery

Homebaked is a co-operative bakery and community land trust, located opposite Liverpool FC’s Anfield stadium, serving their award-winning pies to both football fans and locals alike. 

Duration
5 Years
Cost of capital
9%
Turnover
£387,800
Investor Details
Livv Investment
Amount invested
£60,100
Product type
Blended – part grant, part loan
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Farm Urban

Farm Urban is a social enterprise based in the Baltic Triangle in Liverpool and they operate the city’s first vertical farm whilst also delivering a range of educational and outreach programmes. 

Duration
5 Years
Cost of capital
10%
Turnover
£411,768
Investor Details
Livv Investment
Amount invested
£150,000
Product type
Blended – part grant, part loan
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Alternatives Activity Centre

Established in 1990, Alternatives Activity Centre (AAC) is a registered charity that provides support for adults with learning disabilities in the city of Derby, in the form of an activity-based day centre, a training shop (which offers training workshops as well placements within their own charity shop) and community support.

Duration
3 years
Cost of capital
6.5%
Turnover
£262,000
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£75,000 (Loan) and £25,000 (Grant)
Product type
Blended – part grant, part loan
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Prom Ally CIC

Prom Ally offers the free loan of prom dresses and suits to school children, sixth form students and college students who otherwise couldn't afford one. All outfits are used and either purchased from charity shops or donated directly. Prom Ally has helped hundreds of girls since it began and has recently opened up to boys too offering suits in addition to the dresses.

Duration
10 years
Cost of capital
3%
Turnover
£2,361
Investor Details
Social Investment Cymru
Amount invested
£50,000
Product type
Blended – part grant, part loan
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Kendal Mountain Events Festival

Kendal Mountain Events brings thousands of outdoor enthusiasts from across the globe together to share and celebrate the best stories from the world of adventure. 
Their vision is to inspire more people to enjoy, respect and represent the mountains, through their annual festival in Kendal, Cumbria, and more recently school engagement programmes. 
 

Duration
5 Years
Cost of capital
8%
Turnover
£488,517
Investor Details
Livv Investment
Amount invested
£165,000
Product type
Unsecured loan (incl. overdrafts)
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Outside the Box cafe

Outside the Box Café is an inclusive community café based in Ilkley, Bradford. Their mission is to enable young people and adults who have learning disabilities to have more fulfilled, independent and healthier lives. 

Duration
20 years
Cost of capital
4.25%
Turnover
£500,000+
Investor Details
Charity Bank
Amount invested
£266,000
Product type
Secured loan
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Tafarn Yr Heliwr

Tafarn Yr Heliwr is a Community-Benefit Society based in Nefyn, Gwynedd, Wales and was established in order to raise money and re-open the village pub as a not-for-profit community-owned business. 

Duration
10 years
Cost of capital
7%
Turnover
0 - Due to open in Autumn '21
Amount invested
£80,000
Product type
Community shares
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Miss Macaroon

Miss Macaroon, founded by CEO Rosie Ginday MBE, sets aside its profits to fund the store's MacsMAD (Macaroons that Make a Difference) programme. Producing over 2.5 million tasty macaroons inn 50 different flavours, Miss Macaroon has helped improve the lives of 82 people, all aged 18 - 35 years old, over the past decade.

 

Duration
5 years
Cost of capital
12%
Turnover
Not available
Investor Details
BCRS Business Loans
Amount invested
£50,000
Product type
Unsecured loan (incl. overdrafts)