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I|I
I||||I| |Note
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I|1:|ReiatjonshipbetweentheJohnPrestonandurswjckGrammarSchoolTrusts
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I||||| |||a)||||ThereareseparateSchemesfortheJohnPrestonandUrswickGrammar|||||| |||I||||SchoolTrusts,separatebankaccountsandCOIFFunds.I|||||l| |||||||TheUrswickGrammarSchoolTrustsincludethePrestonEducational|||||| |||||||Foundation,formerlypartoftheJohnPrestonEndowment.I|||||| |||I||||Bothofthesearereferredtotogetheras"UrswickGrammarSchoolTrusts".
TheremainingpartofJohnPrestonisstillaseparatetrust.I|||||| |||||||7
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I
I|||||I| ||||b)|||TheTrusteesforUrswickGrammarSchoolTrustsandJohnPrestonTrusts|||||| |||||||arethesamebuttheobjectsdiffer.I
I
I|||||| |||||||TheUrswickGrammarSchoolTrustshaveeducationalobjectswhilethe|||||| |||||||JohnPrestonTrusthasobjectsforthereliefofpoverty.
I|||||| |||||||\NhenthePrestonEducationalTrustswereincorporatedinUrswick|||||| |l||||||GrammarSchoolTrusts,therewasnoseparateendowmentforthose|trusts||||| |!||||||andnodivisionortransferofassetstookplace.
I|!||||| |||i||||i
i
I
1
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I|I||||| |||le)||||,Byvirtueofaschemeof13thJanuary1905relatingtotheJohnPreston|||||| |||||||1TrustsandthePrestonEducationalFoundation,theTrusteeshadan|1||||| |I||||||absolutediscretionastotheapplicationofincomebetweentheir|I||||| |I||||||differingobjects,theendowmentforeachbeingtakenasthatproducing|||||| |||||||theincomeappliedtoaparticularobject.Apportionmentofthe|i||||I| |||||||endowmentswasnotnecessaryandnevertookplace.
I|||||_I| |||||||Forthosereasonstheaccountsofthetwocharitiesaredrawntogether.|||||| |||I
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d)
|||Applicantsmayqualifyunderbothoreither.I
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Onlyonegrantsincetheamendedschemeof1stJuly1998~ s_J_~~_
'undertheJohnPrestonTrusts.
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I|||||-| |Note2
:
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:::-||1Thereareonly2itemsonthebalancesheetwhichareassetsoftheJohn
IPrestonTrusts:
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1TheBusinessReserveAccountunderthatheading,and
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a)
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b)
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COIFFundunder_thesameheading.
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-·_ --=--=-=|||||||||'| |||·|6applicationsforgrantsfromtheUrsw~ck-GrammarSchoo!,!i:ustw~:_n:iade||||||__|_|_| ||---|!Totalawardsfortheyear:£2800I
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-.--||||||||_|J| |Note|4||Theinvestmentpolicyistomaximiseincomewhileinrealtermsnotd1m1n1sh1ng_
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--i=--- I- -r||||an|'':2Provem|||| |||||||1|||||| ## ## ## ##