## **The Albert Hunt Trust** 

## **Annual Report and Financial Statements** 

For the year to 5 April 2021 

Charitable Incorporated Organisation Registration Number 1180640 



## **Contents** 

## **Reports** 

|Reference and administrative information|1|
|---|---|
|Trustees’ report|2|
|Independent auditor’s report|9|
|**Accounts**||
|Statement of financial activities|13|
|Balance sheet|14|
|Statement of cash flows|15|
|Principal accounting policies|16|
|Notes to the accounts|20|
|**Appendices**||
|Impact report||
|Grants payable||



The Albert Hunt Trust 



## **Reference and administrative information** 

|**Trustees**|Mr I R Fleming|
|---|---|
||Mr S E Harvey|
||Mrs B M McGuire|
||Ms K McGuire|
|**Operations Manager**|Mrs J Deller Ray|
|**Principal office**|The Hermitage|
||15a Shenfield Road|
||Brentwood|
||Essex|
||CM15 8AG|
|**Registration number**|1180640|
|**Auditor**|Buzzacott LLP|
||130 Wood Street|
||London|
||EC2V 6DL|
|**Investment manager**|HSBC Private Bank (UK) Limited|
||8 Cork Street|
||London|
||SW1S 3LJ|
|**Bankers**|CAF Bank|
||25 Kings Hill Avenue|
||West Malling|
||Kent|
||ME19 4JQ|
|**Solicitors**|Farrer & Co|
||66 Lincoln's Inn Fields|
||London|
||WC2A 3LH|
||Womble Bond Dickinson|
||4 More London Riverside|
||London|
||SE1 2AU|



The Albert Hunt Trust **1** 



**Trustees' report** Year ended 5 April 2021 

The trustees present their second annual report and financial statements for The Albert Hunt Trust. 

The financial statements have been prepared in accordance with the accounting policies set out on pages 16 to 19 and comply with the Charities Act 2011 and Accounting and Reporting by Charities Statement of Recommenced Practice applicable to Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). 

## **GOVERNANCE, STRUCTURE AND MANAGEMENT** 

The Albert Hunt Trust was incorporated as a Charitable Incorporated Organisation (“CIO”) on 12 November 2018 (registered charity number 1180640). 

On 5 April 2019 the CIO received the assets and undertakings of a predecessor charitable trust of the same name and commenced its charitable activities from that date.  Further information is provided in note 7 to the financial statements. 

## **Governance** 

The Albert Hunt Trust is governed by a Constitution dated 12 November 2018. The charity is registered under the Charities Act 2011. 

The trustees who served during the year ended 5 April 2021 are set out as part of the reference and administrative information on page 1 of these accounts.  Brief biographical details are given below: 

## _Ian Fleming_ 

Ian Fleming was a charity investments director for Coutts & Co for eight years prior to his retirement in April 2015. 

## _Stephen Harvey_ 

Stephen Harvey was a senior manager within the Coutts & Co Trust team, prior to his retirement in September 2015. 

## _Breda McGuire_ 

Breda McGuire, who is related to one of the two original settlors, is a retired general nurse who specialised in community health. 

## _Kate McGuire_ 

Kate McGuire, who is also related to one of the two settlors, was appointed a trustee on 11 November 2020. Kate is a consultant specialising in Human Resources and has 18 years experience in a number of industries. 

The trustees formulated a role profile for any new trustee, as part of an ongoing governance review. Any new trustee will be fully briefed on the history of the trust, and its objectives and plans, as well as the management and operational processes. The trustees are also encouraged to attend any courses which they feel are relevant to the development of their role, and to keep up-to-date on any changes in legislation. 

The composition of the board of trustees is considered sufficient to fulfil the trust objectives and the governance requirements. 

The Albert Hunt Trust **2** 



**Trustees' report** Year ended 5 April 2021 

## **GOVERNANCE, STRUCTURE AND MANAGEMENT** (continued) 

## **Key management personnel** 

The board of trustees and the Operations Manager comprise the key management personnel in charge of directing, running and operating the charity on a day to day basis. 

The trustees give their time freely and no trustees receives remuneration from the charity. 

The remuneration of the Operations Manager is reviewed annually by the trustees. 

## **Statement of trustees’ responsibilities** 

The trustees are responsible for preparing the trustees’ report and accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). 

The law applicable to charities in England and Wales requires the trustees to prepare accounts for each financial year which give a true and fair view of the state of affairs of the charity and of the income and expenditure of the charity for that period. In preparing these accounts, the trustees are required to: 

- select suitable accounting policies and then apply them consistently; 

- observe the methods and principles in Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable to the UK and Republic of Ireland (FRS 102); 

- make judgements and estimates that are reasonable and prudent; 

- state whether applicable United Kingdom Accounting Standards have been followed, subject to any material departures disclosed and explained in the accounts; and 

- prepare the accounts on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. 

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the accounts comply with the Charities Act 2011 and the Charity (Accounts and Reports) Regulations 2008. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

## **Structure and management reporting** 

The trustees are ultimately responsible for the policies, activities and assets of the charity. They meet three times a year to review strategy, grant making policy and overall performance. The trustees review the proposals for grants to be made on a monthly basis, visit charities of particular interest as part of the charity’s good governance procedures and report on the same as part of the process by which grants are approved. They also review progress on major on-going grant programmes. 

The Albert Hunt Trust **3** 



**Trustees' report** Year ended 5 April 2021 

## **GOVERNANCE, STRUCTURE AND MANAGEMENT** (continued) 

## **Structure and management reporting** (continued) 

When necessary, the trustees seek advice and support from the charity’s professional advisers including solicitors and accountants. 

The day to day management of the charity’s activities is administered by an Operations Manager who undertakes the processing of grant applications and their monthly presentation to the trustees for consideration and approval; arranging the payment of grants and maintaining the books and records of the charity. 

At their triannual meetings the trustees review the investment performance, and the investment managers attend the meetings to update the trustees in detail on the portfolio. 

## **Risk management** 

In line with the requirement for trustees to undertake a risk assessment exercise and report on the same in their annual report, the trustees consider the risks that the charity faces and review the measures in place, or that need to be put in place, to deal with them. The trustees identified five main areas where risks may occur: 

- Governance and management 

- Operational 

- Financial 

- Reputational 

- Laws, regulations, external and environmental 

**Governance and management** look at the risk the trust suffers from a lack of direction, the skills and training of the trustees and the good use of its funds. 

**Operational** looks at the risk inherent in the trust’s activities including supporting unsuitable appeals from charities, continuity of staff, lack of a disaster recovery policy, etc. 

**Financial** risks include those arising as a result of poor budgetary control, inappropriate spending, poor accounting, inappropriate investment policies, etc. 

**Reputational** looks at possible damage to the trust's reputation, through association with unsuitable charities, or with inappropriate activity, including conduct and timeliness. 

**Laws, regulations, external and environmental** looks at the effects of government policies, compliance with Charity Commission directives, the consequences of noncompliance with laws and regulations and the effect of external matters on the trust's principal asset, its investment portfolio. 

The Albert Hunt Trust **4** 



**Trustees' report** Year ended 5 April 2021 

## **GOVERNANCE, STRUCTURE AND MANAGEMENT** (continued) 

## **Risk management** (continued) 

Having assessed the major risks to which the charity is exposed, in particular those relating to its investments and its finances, the trustees believe that by ensuring controls exist over key financial systems and by delegating the investment management function to investment managers, subject to regular monitoring, including periodic reviews of performance against benchmark, they have established effective systems to mitigate those risks. 

The trustees seek formal terms and conditions from charities where sizeable grants are being considered prior to making payment. The trustees operate a programme of visits to charities where grants of a significant sum are considered to satisfy themselves as to the viability of the appeal. As an alternative to site visits, teleconference or “virtual” meetings and tours may be used where appropriate. Where grants to charities over a number of years are considered cumulatively significant specific policies are also adopted for this purpose. 

## **ACTIVITIES, SPECIFIC OBJECTIVES AND RELEVANT POLICIES** 

## **Principal aims and objectives** 

The trust’s mission statement which is subject to regular review is as follows: 

“To promote and enhance the physical and mental welfare of individuals, or groups of individuals, excluding research or the diagnosis and treatment of specific medical conditions, by the distribution of trust funds, at the sole and absolute discretion of the trustees, to charities registered in England and Wales, Scotland and Northern Ireland, that are actively engaged in that field of work.” 

When setting the objectives and planning the work of the trust for the year, the trustees have been giving careful consideration to the Charity Commission’s general guidance on public benefit. 

## **Grant making policy** 

The trustees’ grant making policy is to react to appeals received and these are considered by the trustees on a monthly basis. Appeals are expected to contain the following: 

-  Aims and objectives 

-  Nature of appeal 

-  Total target to be raised if for a specific project 

-  Contributions received against target 

-  Registered charity number 

-  Any other relevant factors 

Applications will only be accepted via the online portal accessed via the website www.alberthunttrust.org.uk 

The Albert Hunt Trust **5** 



**Trustees' report** Year ended 5 April 2021 

## **ACTIVITIES, SPECIFIC OBJECTIVES AND RELEVANT POLICIES** (continued) 

## **Investment policy** 

The charity holds an investment portfolio and there are no restrictions on the charity’s power to invest. The trustees have prepared an investment policy statement which sets out the parameters of the trustees’ objectives for the portfolio. The statement is reviewed at each of the trustees’ regular formal meetings to ensure this remains appropriate. 

The statement forms an integral part of the agreement with the investment manager to provide investment management services and the investment strategy determined by the investment manager was based on these requirements. 

The more significant principles in the statement are: 

-  that the investment manager shall have due regard to the need for diversification; and 

-  that a total return approach is adopted with the aim that the real value of the portfolio will be maintained allowing for grants to be made. 

The trustees have access to on-line valuations containing portfolio movements, gains and losses on transactions, income projections and comparative performance data and on a quarterly basis this is accompanied by a full report and portfolio commentary. This enables the trustees to assess the performance of the investment manager in achieving the established objective. The investment manager also attends each formal meeting of the trustees, held three times a year, to present a report on the performance of the portfolio, comparison against benchmark and general market issues. 

## **ACHIEVEMENTS AND PERFORMANCE** 

## **Review of activities** 

The Trust made 844 individual grants to UK charities registered with either the Charity Commission for England and Wales, OSCR, the Scottish Charity Regulator or the Charity Commission for Northern Ireland. 

The severe impact Covid-19 immediately had on the charity sector was apparent to the trustees early in the financial year and they made the decision to respond accordingly in their grant making. They did not scale back in the overall level of the donations made, instead prioritising the award of unrestricted, core funding grants with no reporting requirements attached across the three sectors supported: 

**Hospices -** The funding of hospices has always represented a significant part of the grant making strategy and during the pandemic the trustees increased the level of support by inviting hospices to apply for core funding grants six monthly rather than annually. Hospices who had not recently applied for an award were contacted and invited to do so. This has been welcomed by the sector and summed up by one particular hospice: ‘ _Your priorities, quick turnaround, communication and light touch for the application as well as reporting are really something to celebrate from our perspective. You have clearly thought about what charities need at the moment and how you can be best placed to meet those needs. This has such a huge impact on our work and our families.’_ 

The Albert Hunt Trust **6** 



**Trustees' report** Year ended 5 April 2021 

## **ACHIEVEMENTS AND PERFORMANCE (continued)** 

## **Review of activities (continued)** 

**Homelessness** - Charities working to prevent or to support those who are or are at risk of homelessness received support. The trustees have been committed over recent years to increase their grant making in this field. Organisations can seek unrestricted core funding grants and are able to apply each year for a further award. 

**Health and Wellbeing –** Small grants, typically between £1,000 and £3,000, are awarded to charities working to improve Health and Wellbeing. As this sector is wide ranging and applications are received in high volume, certain criteria are attached to these requests, notably that charities working in this field must have an annual income of below £250,000 to be eligible to apply. The trustees are keen to support small charities making impact in the communities they serve. 

With the grant making emphasis on core funding, the trustees did not accept new applications for capital projects. This did not affect existing pledges and some projects did progress and pledged funds were released. As an exception, and as a lasting memorial to one of the settlors of The Albert Hunt Trust, Kathleen Coyle, in March 2021 a £250,000 grant was awarded to the Mayo Roscommon Hospice towards their capital project to build a new hospice in Roscommon, Ireland. 

Examples of the grants awarded are detailed in the Appendix. 

## **Investment performance** 

During the year the charity realised a surplus of £4,094,119 (2020: losses of £2,575,088) on the disposal of investments and recognised unrealised gains of £7,959,021 (2020: losses of £7,222,958) on the revaluation of listed investments to market value at 5 April 2021. The total gain on the investment portfolio recognised in the year was £12,053,140 (2020: losses of £9,798,046). In 2020 there was volatility in the financial markets as a result of Covid-19 which resulted in significant, short term fluctuations in share prices which subsequently recovered in late 2020 and into 2021. 

The trustees are satisfied that all actions have been taken to meet the investment objectives. 

## **FINANCIAL REVIEW** 

## **Results for the year** 

Income was generated from the charity’s portfolio of investments, which amounted to £1,429,262 (2020: £1,798,555) and interest on its cash deposits and social investment loans of £5,171 (2020: £21,020). The total investment income for the year was £1,434,433 (2020: £1,819,575). 

The trustees made grant commitments totalling £4,572,095 (2020: £2,186,939) during the year and, in addition, the charity made additional social investments: a long term loan of £190,000 to The Lantern Trust.  Grant administration and support costs for the year were £99,811 (2020: £133,300) and fees payable to the investment manager were £159,502 (2020: £150,205). 

The Albert Hunt Trust **7** 



**Trustees' report** Year ended 5 April 2021 

## **FINANCIAL REVIEW** (continued) 

## **Results for the year** (continued) 

As noted above, gains recognised on the investment portfolio were £12,053,140 (2020: losses of £9,798,046). 

At 5 April 2021, the charity’s unrestricted funds were £61,855,327 (2020: £53,198,672). 

## **Reserves policy and financial position** 

The charity operates as a grant giving charity, and the trustees’ policy is to seek to distribute or commit income arising in each financial year. The trustees also have the power to utilise capital insofar as they see fit. All funds are unrestricted. 

The trustees consider that, given the nature of the charity’s work, the current level of free reserves should be equivalent to approximately one year’s annual expenditure and that sufficient cash reserves should be held to provide the liquidity needed to allow the charity to be in a position to meet its commitments. The charity has prepared a budget for 2021/22 with an anticipated annual grant expenditure of approximately £6m against which the charity’s free reserves, as represented by cash, is £6.7m. 

The reserves policy is reviewed annually to reassess the risks and reflect changes to the charity’s income, capital, financial obligations and long-term plans for charitable expenditure. 

## **FUTURE PLANS** 

## **Post balance sheet events and future developments** 

With the ongoing impact the Covid-19 pandemic is having on the charity sector the trustees have agreed to continue to put their funding emphasis on awarding grants for core funding and service delivery. The funding of capital projects will not be prioritised. This will be reviewed by the trustees later in 2021. 

In April 2021, the trust became a signatory to the Funder Commitment on Climate Change ( https://fundercommitmentclimatechange.org/ ). Wherever possible the trustees will seek to learn more about the key causes and solutions of climate change, be considerate to the causes and impact of climate change in the work of their grantees, particularly with any funding of capital building projects, and minimise the carbon footprint of their operations. In addition, the trustees have already taken action, in collaboration with their investment managers, to move the trust’s investment portfolio to a sustainable investment model reflective in particular of environmental, social and governance issues. 

Signed on behalf of the trustees: 


Trustee – Mrs B M McGuire 

Approved by the trustees on: 12 October 2021 

The Albert Hunt Trust **8** 



**Independent auditor’s report** Year ended 5 April 2021 

## **Independent auditor’s report to the trustees of The Albert Hunt Trust** 

## **Opinion** 

We have audited the accounts of The Albert Hunt Trust (the ‘charity’) for the year ended 5 April 2021 which comprise the statement of financial activities, the balance sheet, the statement of cash flows, the principal accounting policies and the notes to the accounts. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ (United Kingdom Generally Accepted Accounting Practice). 

In our opinion, the accounts: 

-  give a true and fair view of the state of the charity’s affairs as at 5 April 2021 and of its income and expenditure for the year then ended; 

-  have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and 

-  have been prepared in accordance with the requirements of the Charities Act 2011. 

## **Basis for opinion** 

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor’s responsibilities for the audit of the accounts section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the accounts in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. 

## **Conclusions relating to going concern** 

In auditing the accounts, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the accounts is appropriate. 

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the accounts are authorised for issue. 

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report. 

The Albert Hunt Trust **9** 



**Independent auditor’s report** Year ended 5 April 2021 

## **Other information** 

The other information comprises the information included in the annual report other than the financial statements and our auditor’s report thereon.  The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. 

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. 

We have nothing to report in this regard. 

## **Matters on which we are required to report by exception** 

We have nothing to report in respect of the following matters in relation to which the Charities Act 2011 requires us to report to you if, in our opinion: 

-  the information given in the trustees’ annual report is inconsistent in any material respect with the accounts; or 

-  sufficient accounting records have not been kept; or 

-  the accounts are not in agreement with the accounting records and returns; or 

-  we have not received all the information and explanations we require for our audit. 

## **Responsibilities of trustees** 

As explained more fully in the trustees’ responsibilities statement, the trustees are responsible for the preparation of the accounts and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of accounts that are free from material misstatement, whether due to fraud or error. 

In preparing the accounts, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so. 

The Albert Hunt Trust **10** 



**Independent auditor’s report** Year ended 5 April 2021 

## **Auditor’s responsibilities for the audit of the accounts** 

Our objectives are to obtain reasonable assurance about whether the accounts as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these accounts. 

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below: 

- We obtained an understanding of the legal and regulatory frameworks that are applicable to the charity and determined that the most significant are the Charities SORP FRS 102 and the Charities Act 2011. 

- We understood how the charity is complying with those legal and regulatory frameworks by making inquiries to management and those responsible for legal, compliance and governance procedures. We corroborated our inquiries through our review of minutes from trustee meetings and papers provided to the trustees. 

- We assessed the susceptibility of the charity’s financial statements to material misstatements, including how fraud might occur. Audit procedures performed by the engagement team included: 

   - Identifying and assessing the design and implementation of controls in place to prevent and detect fraud; 

   - Challenging assumptions and judgments made by management and the trustees in its significant accounting estimates; 

   - Identifying and testing journal entries, in particular adjustments made at the year-end for financial statement preparation; and 

   - Assessing the extent of compliance with relevant laws and regulations by reviewing correspondence with regulators and legal advisors. 

A further description of our responsibilities for the audit of the accounts is located on the Financial Reporting Council’s website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report. 

The Albert Hunt Trust **11** 



**Independent auditor’s report** Year ended 5 April 2021 

## **Use of our report** 

This report is made solely to the charity’s trustees, as a body, in accordance with section 144 of the Charities Act 2011 and with regulations made under section 154 of that Act. Our audit work has been undertaken so that we might state to the charity’s trustees those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for our audit work, for this report, or for the opinions we have formed. 


21.10.2021 

Buzzacott LLP Statutory Auditor 130 Wood Street London EC2V 6DL 

Buzzacott LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006 

The Albert Hunt Trust **12** 



**Statement of financial activities** Year ended 5 April 2021 

|<br>Notes<br>|Unrestricted<br>funds<br>|Unrestricted<br>funds|
|---|---|---|
||**Year ended**<br>**5 April**<br>**2021**<br>**£**<br>|Period ended<br>5 April<br>2020<br>£|
|**Income from:**<br> <br>Investments<br>1<br> <br>Transfer of assets from charitable trust<br>7<br> <br>**Total income**<br> <br> <br>**Expenditure on:**<br> <br>Investment manager’s fees<br>2<br> <br>Charitable activities<br>3<br> <br>**Total expenditure**<br> <br> <br>**Net (expenditure) income for the year before investment**<br>**gains/(losses)**<br> <br> <br>**Net gains (losses) on investments**<br>8<br> <br> <br>**Net income and net movement in funds for the year**<br> <br>**Fund balances brought forward at 6 April 2020**<br> <br> <br>**Fund balances carried forward at 5 April 2021**<br>|<br>  **1,434,433**<br> <br>**—**|1,819,575<br>63,647,677|
||**1,434,433**|65,467,252|
||<br> <br> <br>**159,102**<br>  **4,671,906**|150,205<br>2,320,239|
||**4,831,008**|2,470,444|
||<br> <br>**(3,396,575)**<br> <br>  **12,053,140**|62,996,808<br>(9,798,046)|
||<br>  **8,656,565**<br>  **53,198,762**<br>|53,198,762<br>—|
||**61,855,327**|53,198,762|



All recognised gains and losses are included in the above statement of financial activities. 

All income and expenditure are derived from continuing activities. 

The Albert Hunt Trust **13** 



**Balance sheet** At 5 April 2021 

|Notes<br>**Fixed assets**<br>Investments<br>10<br>Social investments<br>11<br>**Current assets**<br>Debtors<br>12<br>Cash at bank<br>**Creditors**: amounts falling due<br>within one year<br>13<br>**Net current assets**<br>**Net assets**<br>**Total funds**<br>_Income funds_<br>Unrestricted funds|**2021**<br>**£**|**2021**<br>**£**|**2021**<br>**£**|2020<br>£|2020<br>£|2020<br>£|
|---|---|---|---|---|---|---|
||**3,597**<br>**6,506,425**||**55,166,264**<br>**495,000**|4,860<br>6,688,087||46,252,714<br>315,000|
||||**55,661,264**<br>**6,194,063**|||46,567,714<br>6,631,048|
||**6,510,022**<br>**(315,959)**|||6,692,947<br>(61,899)|||
||||||||
||||**61,855,327**|||53,198,762|
||||**61,855,327**|||53,198,762|



The financial statements were approved by the Board of Trustees and authorised for issue and signed on their behalf by: 


Trustee – Mrs B M McGuire 

Date: 12 October 2021 

The Albert Hunt Trust **14** 



## **Statement of cash flows** Year ended 5 April 2021 

|Notes<br>**Cash flows from operating activities:**<br>Net cash used in operating activities<br>A <br>**Cash flows from investing activities:**<br>Investment income<br>Proceeds from the disposal of investments<br> <br>Purchase of investments<br> <br>Social investments: loans advanced less repayments<br>**Net cash provided by investing activities**<br>**Cash transferred from charitable trust**<br>7<br>**Change in cash and cash equivalents in the period**<br>**Cash and cash equivalents at 6 April 2020**<br>**Cash and cash equivalents at 5 April 2021**<br>B|**Year ended**<br>**5 April**<br>**2021**<br>**£**<br> <br> **(4,575,685)** <br>**1,434,433**<br>**39,211,409**<br> <br>**(36,213,971)** <br>**(180,000)**<br>**4,251,871**<br>**—**<br> <br>**(323,814)**<br>**7,215,827**<br>**6,982,013**|Period ended<br>5 April<br>2020<br>£<br>(2,458,625)<br>1,819,575<br>33,619,315<br>(30,960,889)<br>—<br>4,478,001<br>5,196,451<br>7,215,827<br>—<br>7,215,827|
|---|---|---|



## **Notes to the statement of cash flows** 

|**A**|**Reconciliation of net movement in funds to net cash used in operating activities**<br>**Year ended**<br>**5 April**<br>**2021**<br>**£**<br>**Net movement in funds (as per the statement of financial activities)**<br>**8,656,565**<br>**Adjustments for:**<br>Transfer of net assets from charitable trust<br>**—**<br>(Gains)/losses on changes in fair value on investments (note 8)<br>**(7,959,021)**<br>(Gains)/losses on investment disposals (note 8)<br>**(4,094,119)**<br>Investment income<br>**(1,434,433)**<br>Decrease/ (increase) in debtors<br>**1,263**<br>Increase/ (decrease) in creditors<br>**254,060**<br>**Net cash used in operating activities**<br>**(4,575,685)**|Period ended<br>5 April<br>**2020**<br>**£**<br>53,198,762<br>(63,647,677)<br>7,222,958<br>2,575,088<br>(1,819,575)<br>(4,660)<br>(7,159)<br>(2,458,625)|
|---|---|---|
||**Net movement in funds (as per the statement of financial activities)**<br>**Adjustments for:**<br>Transfer of net assets from charitable trust<br>(Gains)/losses on changes in fair value on investments (note 8)<br>(Gains)/losses on investment disposals (note 8)<br>Investment income<br>Decrease/ (increase) in debtors<br>Increase/ (decrease) in creditors<br>**Net cash used in operating activities**||



|**B**|**Analysis of cash and cash equivalents**|**2021**<br>**£**<br>**6,506,425**<br>**385,588**<br>**6,892,013**|2020<br>£<br>6,688,087<br>527,740<br>7,215,827|
|---|---|---|---|
||Cash at bank and in hand<br>Cash held by investment managers (note 10)<br>**Total cash and cash equivalents**|||



The Albert Hunt Trust **15** 



**Principal accounting policies** Year ended 5 April 2021 

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the accounts are laid out below. 

## **Basis of preparation** 

The accounts have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) (Charities SORP FRS 102) and the Charities Act 2011. The accounts have been prepared under the historical cost convention except for the modification to a fair value basis as specified in the accounting policies below. 

The trust constitutes a public benefit entity as defined by FRS 102. 

All financial information is presented in British Pounds Sterling (£), the trust’s functional currency, and has been rounded to the nearest pound (£). 

## **Critical accounting estimates and areas of judgement** 

The preparation of accounts requires the use of certain critical accounting estimates and judgements. It also requires the trustees to exercise judgement in the process of applying accounting policies. Estimates and judgements are continually evaluated and are based on historical experience and other factors, including an expectation of future events that are believed to be reasonable under the circumstances. Although these estimates are based on the trustees’ best knowledge of the amount, event or actions, actual results may differ from those estimates. 

Areas requiring the use of estimates and critical judgements that may impact on the charity’s financial activities and financial position include: 

- Social investments require a consideration of the nature of the investment to ensure that the substance of the arrangement is appropriately accounted for as either a “programme related investment” held at cost or a “mixed motive investment” held at fair value. This involves the trustees’ judgement on whether: 

   - The investment is made in order to directly further the charitable purposes of the charity and where financial return is not a primary reason for making the investment (programme related); and 

   - The investment is made to both further the charity’s charitable purposes but also to generate a financial return (mixed motive investment). 

The Albert Hunt Trust **16** 



**Principal accounting policies** Year ended 5 April 2021 

## **Assessment of going concern** 

The trustees of the charity have not identified any material uncertainties relating to events or conditions that may cast significant doubt on the ability of the charity to continue as a going concern. 

The trustees have considered the continuing impact of the Covid-19 pandemic on the charity and have concluded that although there may be some negative consequences, it is appropriate for the charity to continue to prepare its accounts on the going concern basis, not least because the charity’s cash reserves have been managed to ensure they are sufficient to meet the anticipated grant commitments for the ensuing years. 

## **Investment income** 

Investment income comprises: 

-  Dividends on the charity’s portfolio of investments. Dividends are recognised on a receipts basis. 

-  Interest on cash and cash equivalents is recognised when receipt is probable and the amount can be measured reliably using the effective interest method. 

## **Expenditure** 

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. It includes VAT which cannot be recovered. 

Expenditure on charitable activities comprises grants payable, grant administration expenses, support costs and governance costs. 

_Grants payable:_ Charitable activities comprise grants payable and the cost of administering the grant programme. Grants payable are included in the statement of financial activities when approved and when the intended recipient has either received the funds or been informed of the decision to make the donation and has satisfied all related conditions. Grants approved but not paid at the end of the financial year are accrued for. Grants where the beneficiary has not been informed or has to meet certain conditions before the grant is released are not accrued for but are noted as funding commitments in the notes to the accounts. 

_Administration expenses, support costs and governance costs:_ Included within charitable activities expenditure are costs incurred in assisting the grant making programme of the charity. Governance costs include audit costs and legal costs relating to the charity’s compliance with regulation and good practice. 

_Investment management fees:_ Investment management fees are incurred in managing the charity’s investments and are charged in the statement of financial activities and are stated net of rebates. 

The Albert Hunt Trust **17** 



**Principal accounting policies** Year ended 5 April 2021 

## **Fixed asset investments** 

The charity’s investment in quoted shares and similar securities are initially measured at cost and subsequently at fair value, being the mid-market or closing market traded price. Investment gains and losses, whether realised or unrealised, are recognised in the statement of financial activities in the period in which they arise. 

## **Social investments** 

Social investments consist of programme related investments. 

## _Programme related investments_ 

Programme related investments are made exclusively to further the charity’s charitable objectives by funding specific activities and where a financial return is not the primary reason for making the investment.  Programme related investments consist of concessionary loans that are initially recognised at the amount paid, with the carrying value being subsequently adjusted for repayments and any impairment. 

## **Debtors** 

Other debtors are initially recognised at their settlement amount and subsequently at amortised cost or their recoverable amount.  Prepayments are valued at the amount prepaid. 

## **Cash at bank and in hand** 

Cash at bank and in hand represents such accounts and instruments that are available on demand or have a maturity of less than three months from the date of acquisition. Deposits for more than three months but less than one year have been disclosed as short term deposits. 

## **Creditors and provisions** 

Creditors and provisions are recognised when there is an obligation at the balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be measured or estimated reliably. 

Creditors and provisions are initially recognised at fair value, being the amount the trust anticipates it will pay to settle the debt, and subsequently at amortised cost. 

The Albert Hunt Trust **18** 



**Principal accounting policies** Year ended 5 April 2021 

## **Financial instruments** 

The trust only holds basic financial instruments as defined in FRS102.  The financial assets and financial labilities and their measurement basis is as follows: 

_Financial assets_ – other debtors and accrued income are basic financial instruments and are debt instruments measured at amortised cost as detailed in note 12.  Prepayments are not financial instruments. 

_Cash at bank_ – is classified as a basic financial instrument and is measured at face value. 

_Financial liabilities –_ Trade creditors _,_ grant commitments, accrued expenses and other creditors are financial instruments and are measured at amortised cost as detailed in notes 13.  Deferred income is not deemed to be a financial liability, as cash settlement has already taken place and there is an obligation to deliver services rather than cash or another financial instrument. 

## **Fund accounting** 

The unrestricted funds represent funds available for the general charitable purposes of the trust at the discretion of the trustees. 

## **Pension costs** 

Employer’s contributions to defined contribution pension schemes are charged to the statement of financial activities in the period in which they are payable to the scheme. 

The Albert Hunt Trust **19** 



**Notes to the accounts** Year ended 5 April 2021 

|**1**<br>**2**|**Income from investments**<br>Income from listed investments<br>Interest receivable from:<br>-<br>Cash deposits<br>-<br>Social investments<br>**Total**<br>**Investment manager’s fees**|**Year ended**<br>**5 April**<br>**2021**<br>**£**<br>**1,429,262**<br> <br>**3,844**<br>**1,327**<br>**1,434,433**<br> <br>**Year**<br>**ended**<br>**5 April**<br>**2021**<br>**£**<br>**159,102**|Period<br>ended 5<br>April<br>2020<br>£<br>1,798,555<br>21,020<br>—<br>1,819,575<br>Period<br>ended<br>5 April<br>2020<br>£<br>150,205|
|---|---|---|---|
|||||
|||||
|||||
||Investment manager’s fees – HSBC Global Asset Management|||



## **3 Charitable expenditure** 

|**Charitable expenditure**|||
|---|---|---|
||**Year**<br>**ended**<br>**5 April**<br>**2021**<br>**£**|<br> <br> <br> <br>Period<br>ended<br>5 April<br>2020<br>£<br> <br>898,035<br> <br>434,354<br> <br>854,550<br> <br>2,186,939<br> <br>89,223<br> <br>44,077|
|Grants payable, net of refunds:<br>. Hospice appeals<br>. Homeless appeals<br>. Health and well-being appeals<br>**Total grants payable**<br>Grant administration and support costs (note 4)<br>Governance costs (note 5)<br>**Total expenditure on charitable activities**|**2,551,000**<br>**812,500**<br>**1.208,595**||
||**4,572,095**<br>**62,692**<br>**37,119**||
||**4,671,906**|<br>2,320,239|



A reconciliation of the grants payable and commitments shown in these accounts is as follows: 

|||**2021**<br>**£**<br>**—**<br>**4,572,095**<br> **(4,322,095)**<br>**250,000**|<br> <br>2020<br>£<br> <br>5,000<br> <br>2,186,939<br> (2,191,939)<br> <br>—|
|---|---|---|---|
|Grant commitments (note 13)<br>Grants made during the period, less refunds<br>Grants paid in the period<br>Grant commitments at 5 April 2021(note 13)||||



A detailed list of the grants payable during the year is included in the Appendix. 

The Albert Hunt Trust **20** 



**Notes to the accounts** Year ended 5 April 2021 

## **4. Grant administration and support costs** 

Grant administration and support costs consist of the following: 

||**Year**<br>**ended**<br>**5 April**<br>**2021**<br>**£**|Period<br>ended<br>5 April<br>2020<br>£|
|---|---|---|
|Staff costs (note 6)<br>Grant administration<br>IT costs and consultancy<br>Rent and office costs<br>Subscriptions<br>Travel expenses<br>Training, conferences and seminars<br>Bank charges|**41,518** <br>**7,596** <br>**645** <br>**4,709** <br>**6,777** <br>**—** <br>**984** <br>**463**|<br>41,475<br> <br>17,844<br> <br>10,600<br> <br>7,785<br> <br>5,565<br> <br>3,868<br> <br>1,750<br> <br>336|
||**62,692**|<br>89,223|



## **5. Governance costs** 

||**Year**<br>**ended**<br>**5 April**<br>**2021**<br>**£**|<br> <br> <br> <br>Period<br>ended<br>5 April<br>2020<br>£|
|---|---|---|
|Audit fee<br>. Current year<br>. Prior year (VAT)<br>Accountancy fees<br>. Current year<br>Payroll and pension fees<br>. Current year<br>Legal fees<br>. In connection with grant commitments and social investments<br>Trustees’ expenses|**11,940**<br>**3,060**<br>**7,200**<br>**7,130**<br>**7,650**<br>**39**|9,605<br>—<br>7,000<br>7,780<br>17,134<br>2,588|
||**37,119**|44,077|



The Albert Hunt Trust **21** 



**Notes to the accounts** Year ended 5 April 2021 

**6. Staff costs including key management personnel and trustees’ remuneration** Staff costs during the year were as follows: 

|Staff costs during the year were as follows:|||
|---|---|---|
||**Year**<br>**ended**<br>**5 April**<br>**2021**<br>**£**|Period<br>ended<br>5 April<br>2020<br>£|
|Wages and salaries<br>Social security costs<br>Pension costs|**37,500** <br>**1,018** <br>**3,000**|<br>37,000<br> <br>1,758<br> <br>2717|
||**41,518**|<br>41,475|



The average number of employees during the year was one (2020: one) 

No employee earned over £60,000 per annum including taxable benefits but excluding employer pension contributions. (2020: none). 

## _**Key management personnel**_ 

Key management personnel are those persons having authority and responsibility for planning, directing and controlling the activities of the charity and are represented by the trustees and the Operations Manager, whose remuneration is given above. No trustee received remuneration in the year ended 5 April 2021 (2020: none). 

## _**Trustees’ expenses**_ 

The following trustees were reimbursed for expenses incurred in the course of their duties during the year: 

Mrs B McGuire £nil (2020: £1,389) Mr S E Harvey £39 (2020: £1,016) Mr I Fleming £nil (2020: £183) Ms K McGuire £nil (Appointed 11 November 2020) 

Expenses include costs incurred when visiting grant recipients as part of the trustees’ governance procedures. 

The Albert Hunt Trust **22** 



**Notes to the accounts** Year ended 5 April 2021 

## **7 . Transfer of assets and undertakings from a charitable trust** 

On 22 March 2019 the charitable incorporated organisation entered into an agreement to receive the net assets and undertakings of The Albert Hunt Trust, an unincorporated charitable trust, whose charity registration was 277318. 

The effective date of the transfer was 5 April 2019 and at that date, the charitable trust transferred the following assets and liabilities: 

||**Value at**<br>**5 April**<br>**2019**<br>**£**|
|---|---|
|**Assets:**<br>Investments<br>Investments – cash held by investment managers<br>Debtors – prepayments and deposits<br>Cash at bank and in hand<br>**Liabilities**:<br>Grant commitments<br>Accruals<br>**Total net asset value at the transfer date/net assets received**|**58,496,446**<br>**1,211,331**<br>**9,520**<br>**3,985,120**|
||**63,702,417**<br>**(5,000)**<br>**(49,740)**|
||**63,647,677**|



In addition, the charitable trust assigned the benefit of any contracts together with all existing grant commitments. 

In consideration of the transfer, the charitable incorporated organisation gave an indemnity to the charitable trust against any claims, costs, actions and proceedings relating to the assets and undertakings transferred and in respect of all liabilities and commitments including any costs or expenses arising from the transfer. No amounts arose under the indemnity in the year ended 5 April 2021. 

## **8 Gains and losses on investments** 

The following realised and unrealised losses on the investment portfolio have been recognised in the year: 

||**Year**<br>**ended**<br>**5 April**<br>**2021**<br>**£**|Period<br>ended<br>5 April<br>2020<br>£|
|---|---|---|
|**Investments**<br>Realised gains (losses) on disposal<br>Unrealised gains (losses) on changes in fair value<br>**Totalgains(losses) recognised in theyear**|**4,094,119** <br>**7,959,021**|(2,575,088)<br> (7,222,958)|
||**12,053,140**|(9,798,046)|



The Albert Hunt Trust **23** 



**Notes to the accounts** Year ended 5 April 2021 

## **9 Taxation** 

The Albert Hunt Trust is a registered charity and therefore is not liable to income tax or corporation tax on income derived from its charitable activities, as it falls within the various exemptions available to registered charities. 

## **10 Investments** 

Fixed asset investments comprised listed investments and cash held by the investment manager for reinvestment. 

|manager for reinvestment.|||
|---|---|---|
||**2021**<br>**£**|2020<br>£|
|At 6 April 2020/ Transfer on 5 April 2019 (see note 7)<br>Additions at cost<br>Disposals at book value (proceeds: £39,211,409; gain: £4,094,119)<br>Net unrealised gains (losses) on changes in market values<br>Market value of listed investments at 5 April 2021<br>Cash with investment managers for reinvestment<br>Total market value of investments at 5 April 2021<br>Cost of listed investments at 5 April 2021|**45,724,974**<br>**36,213,971**<br>**(35,117,290)**<br>**7,959,021**|58,496,446<br>30,645,889<br>(36,194,403)<br>(7,222,958)|
||**54,780,676**<br>**385,588**|45,724,974<br>527,740|
||**55,166,264**|46,252,714|
||**54,044,613**|52,947,932|



All listed investments were dealt on a recognised stock exchange. Listed investments held at 5 April 2021 comprised the following: 

||**2021**<br>**£**|<br> <br>2020<br>£|
|---|---|---|
|Equities<br>Fixed income<br>Mutual funds<br>Property<br>Commodities|**43,584,875**<br>**6,296,050**<br>**1,086,891**<br>**2,115,710**<br>**1,697,150**|35,009,812<br> <br>4,413,092<br> <br>3,519,358<br> <br>2,300,006<br> <br>482,706|
||**54,780,676**|45,724,974|



The Albert Hunt Trust **24** 



**Notes to the accounts** Year ended 5 April 2021 

## **11 Social investments** 

Social investments are made directly in pursuit of the charity’s charitable objectives. They consist solely of programme related investments, which are held at cost. Movements on social investments in the period are: 

||**2021**<br>**£**|2020<br>£|
|---|---|---|
|At 6 April 2020<br>Additions<br>Repayments<br>At 5 April 2021|**315,000**<br>**190,000**<br>**(10,000)**|—<br>315,000<br>—|
||**495,000**|315,000|



Social investments comprise two 25 year loans to charitable organisations, ADSS and The Lantern Trust, to allow them to purchase properties used as their regional head office. The loans are secured, interest is payable at Bank of England Base Rate and repayment is due at the end of the 25 year term. In the year ended 5 April 2021, The Lantern Trust made a voluntary repayment of £10,000 of their loan. 

## **12 Debtors** 

|**12**|**Debtors**|||
|---|---|---|---|
|**13**||**2021**<br>**£**|2020<br>£<br>300<br>4,560<br>4,860<br> <br> <br>2020<br>£<br> <br>—<br> <br>—<br> <br>61,899<br> <br>**—**<br> <br>61,899|
||Other debtors<br>Prepayments and accrued income|**—**<br>**3,597**||
|||**3,597**||
||**Creditors: amounts falling due within one year**|**2021**<br>**£**||
||Trade creditors<br>Grant commitments (note 3)<br>Accruals<br>Creditors|**2,714**<br>**250,000**<br>**59,204**<br>**4,041**||
|||**315,959**||



## **14 Funding commitments** 

At 5 April 2020, the trustees had approved the grants of £755,000 which had not been paid because conditions attached to the agreement were not fulfilled by the intended recipient. These amounts were not recognised as a liability in the balance sheet at 5 April 2020. 

No such commitments existed at 5 April 2021. 

## **15 Related party transactions** 

The charity did not enter into any related party transactions in the year (2020 – None). 

The Albert Hunt Trust **25** 



**The Albert Hunt Trust** 

**Appendices to the Annual Report** 



**Appendix** Year ended 5 April 2021 

## **Albert Hunt Trust Impact Report 2021** 

## **Hospice sector** 

## _**Marie Curie – registered charity number 207994**_ 

With nine hospices located throughout the UK, 2 grants of £100,000 were awarded to Marie Curie during the year for core cost funding for their hospices. Having supported Marie Curie for many years, these donations marked a milestone of over £1m in gifts. 

_**St Luke’s Hospice (Harrow & Brent) – registered charity number 298555**_ An amount of £10,000 was granted in May 2020 and again in December 2020 to St Luke’s. They have a 12-bed inpatient unit and during the pandemic adapted their services. For example, they increased capacity to support the NHS and in May and June 2020 600 bed days were provided as well as specialist rehabilitation care for patients suffering from Covid-19. 

_**East Cheshire Hospice – registered charity number 515104**_ 

This hospice received grants of £10,000 in May 2020 and again in February 2021.Their inpatient unit and hospice at home service were operational throughout the lockdown with other services being delivered via telephone or webcam, for example the bereavement support. 

_**St Andrew’s Hospice (Lanarkshire) – registered charity number SC010159**_ This large hospice based in Airdrie has a 30 bedded inpatient unit and provides outpatient and wellbeing care. Core funding support of £10,000 was awarded in May 2020 and also in February 2021. 

_**Overgate Hospice - Calderdale – registered charity number 511619**_ 

Core funding grants of £10,000 were paid to Overgate in both May 2020 and January 2021. This support meant that the people of Calderdale continued to receive expert end of life care even if they were showing symptoms or were confirmed to have Covid-19. The virtual day hospice ensured people felt supported form the safety of their homes. 

_**Teesside Hospice – registered charity number 512875**_ 

Grants of £10,000 awarded in both June 2020 and February 2021 helped this hospice deliver a full in and outpatient service. 143 people received urgent care in the in-patient unit, 2,100 appointments were held by the Well-Being Service as well as 190 people receiving bereavement support. 

_**St Clare West Essex Hospice – registered charity number 1063631**_ 

A core funding grant made in October 2020 of £10,000 helped this hospice to adapt and expand their services and reach throughout the pandemic. During 2020 the hospice supported over 1,400 people and their families, delivering 3,360 separate incidents of care. 

## **Homelessness** 

_**Shelter – registered charity number 263710**_ 

In April 2020 £50,000 was granted to Shelter’s Hardship Fund. This fund provides emergency grants, for accommodation, food and toiletries and utilities. In the past year, 1150 people received support, an increase of 34% from the previous year. The average amount paid out to cover rent arrears was £270, whereas for food and toiletries it was £24. This fund provided a lifeline for people that could not access government support provided during the pandemic. 

_**Hope for Southall Street Homeless – registered charity number 1164674**_ 

With their night shelter having to close, this charity continued to support their guests, who had been moved to temporary accommodation under the ‘Everyone in’ provision, with visits, food, and phone calls. £5,000 was granted in May 2020. 

_**Street Soccer Scotland – registered charity number SCO48756**_ 

This charity runs a specific programme to support homeless women. £2,000 was granted in June 



**Appendix** Year ended 5 April 2021 

2020 towards the funding of their 2 female coaches. 

## _**Settle– registered charity number 1162399**_ 

Supporting young people move into their first home is the primary aim of this organisation. A £5,000 grant awarded in July 2020 contributed to the support of 98 young people. The 955 hours of 1:1 support sessions helped young people achieve their personal goals, including budgeting, paying bills, managing their tenancy, finding employment, education or training and managing their mental health and wellbeing. 

## _**Belfast and Lisburn Community Project– registered charity number NIC107561**_ 

One of the services this charity provides is safe accommodation for 6 homeless people whilst they secure a permanent home. £5,000 was awarded in July 2020 towards the running costs of this provision. 

## _**Roundabout – registered charity number 1061313**_ 

A £5,000 grant made in September 2020 helped to fund the refurbishment of Glencoe Roadhouse to provide 3 independent living flats and a 3 bedroom flat for young people facing homelessness in South Yorkshire. 

## _**The Wallich – registered charity number 1004103**_ 

A grant of £5,000 was awarded in November 2020 to this charity supporting the homeless in Wales. During 2020, Wallich supported 7,454 people, providing 500 bed spaces across 188 properties for people who might otherwise have been on the streets. 

## _**Cleveland Housing Advise Centre – registered charity number 1152785**_ 

During 2020 this charity based in the Tees Valley provided advice, support and help to over 12,000 people on a wide range of presenting problems, such as eviction, debt, rent arrears, homelessness and welfare payment issues. In January 2021, a £5,000 grant was awarded towards core costs for the continuation of this work. 

## _**Groundswell UK – registered charity number 1089987**_ 

Groundswell’s ‘Participation Work’s’ strategy aims to include people with experience of homelessness at the core of their strategic decisions and day to day activities, ensuring they remain a truly ‘peer led’ organisation. In January 2021, a £5,000 grant was made towards their running costs. 

This year as a direct response to the pandemic we saw many organisations within this sector adapting or increasing their emergency food provision: 

_**The Felix Project – registered charity number 1168183**_ 

In August 2020 £5,000 was donated to this charity that supports those at risk of hunger and malnutrition. These funds helped deliver enough food to make an estimated 30,500 meals for homeless people in London. 

_**Social Bite – registered charity number SCO45232**_ 

This Scottish organisation re-purposed their infrastructure to produce emergency food and essential packs. A grant of £5,000 made in August 2020 paid for the provision and distribution of 2,500 fresh packed lunches and meals. 

## _**Caring in Bristol – registered charity number 1151645**_ 

In November 2020 £5,000 was donated to the Cheers Drive project, preparing, and delivering nutritious meals and other critical support to homeless and vulnerable people throughout Bristol. 

## **Health and Wellbeing** 

## _**Muirhead Outreach Project – registered charity number SC035629**_ 

This Scottish charity works with families in crisis. A £2,000 grant made in June 2020 helped to pay for two support workers. 



**Appendix** Year ended 5 April 2021 

## _**Home-Start South East Dorset – registered charity number 1109046**_ 

As well as providing adapted remote services during the pandemic to support their families, socially distanced walks, garden visits or park meetings were also arranged to reduce isolation. A £3,000 grant towards their core costs was awarded in July 2020. 

## _**Home-Start Oxford - registered charity number 1108612**_ 

In August 2020 £3,000 was donated. Services were adapted with support being offered online as well as doorstep visits with drops of food and baby parcels. 

## _**Home-Start Royston, Buntingford & South Cambridgeshire - registered charity number 1105385**_ 

The £3,000 awarded in November 2020 enabled vital home visiting support to two vulnerable families at risk of descent into crisis. 

Charities that support carers have received grants, for example: 

## _**Care for Carers – registered charity number SC0134550**_ 

With a £3,000 grant made in August 2020, this charity was able to increase the hours of the Carer support and development worker. Carers of all ages, across all caring situations, from all over Scotland can receive support. 

## _**Dementia Carers Count – registered charity number 216613**_ 

This charity had to rethink how best to support carers during the lockdown and developed their Virtual Carers Centre, which has proved successful and has become an integral part of their strategy planning for the future. In August 2020, a £2,000 grant was made towards their Covid response. 

## _**MYTIME – registered charity number 297481**_ 

This Dorset based charity supports young carers aged 5 - 25. A £2,000 award made in November 2020 helped to fund Memory Making activities. 

Grants have been awarded to charities providing mental health support, for example: 

## _**Samaritans of Cornwall at Truro - registered charity number 1173481**_ 

The funding in May 2020 of £2,000 helped this charity respond to 11,036 telephone calls or emails between May and September 2020. 

## _**Abby’s Heroes – registered charity number 1170676**_ 

A £5,000 grant was paid in May 2020 towards the role of a part time Clinical Psychologist for siblings of children with cancer being treated at the University Hospital Southampton. 

## _**Polbeth Community HUB– registered charity number SC0489906**_ 

This community charity supports the residents of Polbeth, a small ex-mining village in west Lothian. £2000 was awarded in April 2021 to expand their counselling service. 

Charities that work with those with a disability or who have a long term health condition have been awarded funds, for example: 

## _**Blind in Business – registered charity number 1011957**_ 

During 2020 this charity helped 51 visually impaired people into work, loaning specialist technology for job applications. A £1,000 grant was made in April 2020. 

## _**MS Therapy Centre Inverness (The Oxygen Works)– registered charity number SC020475**_ 

This charity provides practical, emotional, and social support to its members who have a wide range of medical conditions, including multiple sclerosis and Parkinson’s disease. £3,000 was awarded in June 2020 towards their running costs. 

## _**Christmas For Kids – registered charity number 1162812**_ 

In August 2020 a £1,000 donation was made to this charity towards the production and distribution 



**Appendix** Year ended 5 April 2021 

of a digital version of their show ‘Benson’s Christmas Letter.’ The show was seen by an estimated 2,080 people across the UK. it was delivered for free to every children’s hospice in the UK as well as to community groups for families with children with complex needs. 

## _**Down Syndrome Development Trust – registered charity number 115830**_ 

This charity exists to improve the lives of people living with Downs Syndrome and in September 2020 £1000 core funding was awarded. Their web-based programmes continue to grow, extending their reach to across the UK. 

## _**The Lindsay Leg Club Foundation – registered charity number 1111259**_ 

The aim of this Foundation is to give a better quality of life to individuals with leg ulcers and associated conditions. £2,500 was granted in September 2020. Lockdown led to new collaborations being formed and new publications issued for their beneficiaries who were shielding. 

## _**The Autism Group – registered charity number 1166787**_ 

A £2,000 grant awarded in November 2020 has helped this charity to respond to the needs and ideas of the young people they serve, launching groups with new themes, new age ranges and offering extra activities. They have grown over the past 5 years to one group of 12 young people to 11 groups and 100 young people. 

## _**South East Cancer Help Centre – registered charity number 1011509**_ 

In March 2021 £3,000 was granted towards the Telephone Counselling Service, supporting vulnerable cancer patients. 

Local groups who support the vulnerable in their community have received grants, for example: 

## _**Fulham Good Neighbour Service – registered charity number 1113752**_ 

A grant of £1,000 was made in April 2020 for the Digital inclusion Programme, connecting skilled volunteers with older people who receive support in learning about how to use technology and the internet. 

## _**Esher & District Citizens Advice – registered charity number 1012732**_ 

£2,000 for core costs was donated in May 2020.With face-to-face sessions having to end, telephone and email support continued, providing money advice. Once restrictions lifted working practices were adapted to resume face-to-face appointments. 

## _**Stonegrove Community Trust – registered charity number 1161812**_ 

In June 2020 £3,000 was granted for emergency food parcels for local families in North London. What was initially an emergency response has continued with new, long term projects being launched to support those who are vulnerable due to ill health or poverty. 

_**Revive Healthy Living – registered charity number 1118967**_ 

A £2,000 grant was made in July 2020 to this Derby based charity towards their Covid-19 community hub set up to support vulnerable people through the pandemic. They supplied dairy boxes for vulnerable adults living with a life limiting illness, hampers/groceries for families waiting for their first payments of Universal Credit, paid school dinner money so that children (whose families were waiting for Universal Credit) could go to school and topped up gas and electric meters for survivors of domestic violence that couldn’t access help from any other source. 

## _**Ella’s Home – registered charity number 1187529**_ 

This charity works with women who have survived trafficking and sexual exploitation. They run 2 safe houses in London, housing 8 women in total as well as providing community-based support. Since receiving our grant of £5,000, awarded in October 2020, Ella’s provided support to 36 women. 

## _**Lislea Men’s Shed – registered charity number NIC107346**_ 

A £850 grant was paid in April 2021 to this charity that supports men in Lislea, a rural area in Northern Ireland that aims to  break down isolation. 



**Appendix** Year ended 5 April 2021 

Medical emergency support is another area where funding has been awarded, for example: 

## _**South West Blood Bikes – registered charity number 1180510**_ 

A £1,000 grant in January 2021 enabled this organisation to purchase additional specialist carriers to transport Donor Breast Milk for premature babies to hospitals throughout the South West. 

## _**Blood Bikes Scotland – registered charity number SC049314**_ 

This charity supports the NHS to deliver blood samples, medical equipment and baby milk to/from hospitals, care homes or people’s homes. £1,000 was awarded in January 2021. 

## **Capital Funding** 

## _**Lorica Trust – registered charity number 1066891**_ 

East Clayton Farm is run by Lorica Trust and is a 120-acre social care farm in West Sussex. They provide supported living for 8 young adults with severe disabilities, temporary accommodation for former street homeless and farm activity-based learning for children who have struggled to learn at school. Their capital project to build a new learning and development centre was in place before the pandemic and progress with the build progressed smoothly throughout 2020 and was completed in January 2021. Pledged funds of £25,000 were paid in May 2020. 

_**Sturts Community Trust – registered charity number 515104**_ 

Sturts Community is based on a 90-acre working farm in East Dorset and has provided, for over 30 years, land-based work opportunities, individualised support, and supported living for adults with additional needs. Their capital project ‘Twin Oak’ will provide accommodation for 10 new residents. In June 2020 pledged funds of £50,000 were released for this project as the build progressed with eventual completion in March 2021. 

_**Rowans Hospice – registered charity number 299731**_ 

The redevelopment of the In-Patient unit at Rowans Hospice commenced pre Covid with 9 rooms completed. With the commitment to the spend already in place works resumed on the remaining rooms and public spaces, with the hope the project would be completed by June 2021. In September 2020, £25,000 was granted for the capital project along with a further £10,000 for core costs. 

_**Trinity Winchester – registered charity number 1074604**_ 

In November 2020, a £25,000 pledge was released to this charity that supports the homeless in Winchester towards their capital project ‘Under One Roof’. 12 flatlets are being built and will be offered on a Housing First basis for people who are repeatedly rough sleeping. The residents will also receive personalised support. The project has been fully funded and is due to be completed in May 2021. 

## _**Abingdon Bridge (TAB) – registered charity number 1160080**_ 

TAB has been providing counselling services and support to young people aged between 13-25 years in Abingdon and the surrounding area for over 25 years. They sought funding for the refurbishment of new premises that will enable them to expand their services. In December 2020, a £25,000 grant was awarded for this capital project. 

## _**Mayo Roscommon Hospice Foundation**_ 

As a lasting memorial to one of the settlors of The Albert Hunt Trust, Miss Mary Kathleen Coyle, in March 2021 a £250,000 grant was awarded to the Mayo Roscommon Hospice towards their capital project to build a new hospice in Roscommon, Ireland. This was a one off grant and outside the current grant making strategy. 



**Appendix** Year ended 5 April 2021 

## **Summary of Grant Payments** 

|**Summary of Grant Payments**||
|---|---|
|Hospice appeals<br>Health and wellbeing<br>Homeless appeals<br>Less: grants refunded relating to<br>previous financial years<br>**Total grants commitments**|**£**<br>2,551,000<br>1,214,595<br>812,500|
||4,578,095<br>(6,000)|
||**4,572,095**|



## **Grant payments** 

## **Hospice appeals** 

|Acorns Children's Hospice|10,000|
|---|---|
|Alexander Devine Children’s Hospice|10,000|
|Ardgowan Hospice|10,000|
|Barnsley Hospice|10,000|
|Birmingham St Mary's Hospice|10,000|
|Bolton Hospice|10,000|
|Bury Hospice|10,000|
|Butterwick Hospice Care|10,000|
|Children’s Hospice South West|10,000|
|City Hospice|7,000|
|City Hospice Trust|10,000|
|Claire House Children’s Hospice|10,000|
|Compton Care Group|10,000|
|Cope Children's Trust|10,000|
|Corby & District Cancer Care|20,000|
|Countess Mountbatten Hospice|10,000|
|Countess of Brecknock Hospice|20,000|
|Cransley Hospice Trust|10,000|
|Darlington & District Hospice|10,000|
|Dean Forest Hospice|10,000|
|Willow Burn Hospice|17,000|
|Dorothy House Hospice Care|17,000|
|Douglas Macmillan Hospice|10,000|
|Dove House Hospice|10,000|
|Dove House Hospice|7,000|
|Earl Mountbatten Hospice|10,000|
|East Anglia's Children’s Hospice|10,000|
|East Cheshire Hospice|20,000|
|Ellenor|10,000|





**Appendix** Year ended 5 April 2021 

|Farleigh Hospice|10,000|
|---|---|
|Five Towns Plus Hospice|10,000|
|Florence Nightingale Hospice|10,000|
|Forget Me Not Child Hospice|10,000|
|Friends of Wisdom Hospice|10,000|
|Garden House Hospice|20,000|
|Greenwich & Bexley Community Hospice|20,000|
|Halton Haven Hospice|10,000|
|Haven House Foundation|10,000|
|Havens Hospices|10,000|
|Helen & Douglas House|10,000|
|High Peak Hospicecare|10,000|
|Highland Hospice|10,000|
|Hope House Children's Hospice|10,000|
|Hospice of the Good Shepherd|10,000|
|Hospice at Home (Carlisle and North Lakeland)|10,000|
|Hospice at Home West Cumbria|10,000|
|Hospice of St Francis|10,000|
|Hospice of St Mary of Furness|17,000|
|Hospiscare|45,000|
|Isabel Hospice|10,000|
|John Taylor Hospice|10,000|
|Katharine House Hospice Trust|10,000|
|Katharine House Hospice|20,000|
|Keech Hospice Care|10,000|
|Kemp House Trust|17,000|
|Kirkwood Hospice|10,000|
|Lewis-Manning Hospice|7,000|
|Longfield Hospice Care|10,000|
|LOROS|10,000|
|Macmillan Cancer Support|10,000|
|Marie Curie|300,000|
|Mayo Roscommon Hospice|250,000|
|Michael Sobell Hospice|10,000|
|Nightingale House Hospice|10,000|
|Noah's Ark Children’s Hospice|10,000|
|Bedford Daycare Hospice|10,000|
|North London Hospice|10,000|
|North Northumberland Hospice|10,000|
|Northern Ireland Children's Hospice|7,000|
|Nottinghamshire Hospice|10,000|
|Oakhaven Hospice Trust|20,000|
|Overgate Hospice|20,000|
|Paul Sartori Foundation|10,000|
|Peace Hospice Care|10,000|
|Primrose Hospice|17,000|





**Appendix** Year ended 5 April 2021 

Prince & Princess of Wales Hospice 10,000 Prospect Hospice Ltd 10,000 Rennie Grove Hospice 10,000 Richard House Trust 10,000 Rotherham Hospice Trust 10,000 Rowans Hospice 35,000 Rowcroft House Foundation 10,000 Royal Trinity Hospice 10,000 Saint Catherine's Hospice 17,000 Saint Francis Hospice 10,000 Salisbury Hospice Charity 7,000 Severn Hospice 17,000 Shakespeare Hospice 10,000 Shooting Star Children’s Hospice 10,000 Sobell House Hospice 10,000 Springhill Hospice (Rochdale) 10,000 St John’s Hospice 10,000 St Andrew's Hospice 10,000 St Andrew's Hospice 10,000 St Ann's Hospice 25,000 St Barnabas Hospice Lincoln 10,000 St Barnabas Hospices 17,000 St Catherine's Hospice 20,000 St Clare West Essex Hospice 10,000 St Columba's Hospice 10,000 St Cuthbert's Hospice 12,000 St David's Hospice Ltd 10,000 St Elizabeth's Hospice 10,000 St Gemma's Hospice 10,000 St Giles Hospice 10,000 St Helena Hospice 10,000 St Joseph’s Hospice Hackney 10,000 St Joseph's Hospice 10,000 St Kentigern Hospice 10,000 St Leonard's Hospice 10,000 St Luke's Hospice 10,000 St Luke's Hospice (Harrow &Brent) 20,000 St Margaret's Somerset 10,000 St Nicholas Hospice 20,000 St Oswald's Hospice 10,000 St Peter & St James 10,000 St Peter's Hospice 10,000 St Raphael's Hospice 10,000 St Richard's Hospice 10,000 St Rocco's Hospice 10,000 St Vincent's Hospice 10,000 



**Appendix** Year ended 5 April 2021 

|St Wilfrid's Hospice (Eastbourne)|20,000|
|---|---|
|St Wilfrid's Hospice|7,000|
|Sue Ryder|300,000|
|Tameside & Glossop Hospice|10,000|
|Teesside Hospice|20,000|
|The Donna Louise Trust|17,000|
|The Hartlepool Hospice|10,000|
|The Martlets Hospice Ltd|10,000|
|The Mary Stevens Hospice|10,000|
|The Myton Hospices|10,000|
|The Norfolk Hospice|10,000|
|The Pepper Foundation|5,000|
|The Rosemary Foundation|10,000|
|The Sussex Beacon|10,000|
|Treetops Hospice Trust|10,000|
|Trinity Hospice|10,000|
|Ty Hafan Ltd|10,000|
|Tynedale Hospice at Home|10,000|
|Wakefield Hospice|17,000|
|Weldmar Hospicecare|10,000|
|Wessex Children's Hospice|10,000|
|Weston Hospicecare Ltd|10,000|
|Wigan and Leigh Hospice|10,000|
|Willow Wood Hospice|7,000|
|Woking Hospice|10,000|
|Woodlands Hospice|10,000|
|Zoe's Place Baby Hospice|10,000|
|TOTAL|2,551,000|
|**Health and Wellbeing**||
|240Project|5,000|
|9 Lives Furniture (Watford and Three Rivers Furniture Recycling)|2,000|
|A Breath for Life Children's Charity|1,000|
|Abby's Heroes|5,000|
|Abigail's Footsteps|1,000|
|Ability North London|1,000|





## **Appendix** Year ended 5 April 2021 

|Able Kidz|1,000|
|---|---|
|ACCESS - supporting migrants in East Anglia|1,000|
|Action for Wellbeing|2,000|
|Active8|1,000|
|Activity Club for Children with Special Needs (Thumbs Up Club)|2,000|
|African Women Impact UK|1,000|
|Afrocats|1,000|
|Age UK Bexley|5,000|
|Age UK Hereford & Localities|3,000|
|Allied Resource Community|1,000|
|Alternatives - Listening and Counselling Rooms|1,500|
|Alzheimer’s and Dementia Support Services (ADSS)|1,327|
|Amber Crisis Pregnancy Care|1,000|
|Amity Educational Foundation|1,000|
|Amy and Friends|1,000|
|Anxious Minds|3,000|
|Arise Restoration Centre|2,000|
|ARKS UK|1,000|
|Arts Together|1,000|
|Ashford Borough Citizens Advice|3,000|
|ASPIE LTD|2,000|
|Assistance In Disability|1,000|
|ASYABI|1,000|
|Aurora Foundation for People Abused in Childhood|2,000|
|Autism All Stars Foundation UK|2,000|
|Autism Inclusive|2,000|
|Axminster and Lyme Cancer Support|1,000|
|BASICS Essex|3,000|
|Bassuah Legacy Foundation|1,000|
|Be Free Young Carers|3,000|
|Beachy Head Chaplaincy Team|2,000|
|BEfriend|2,000|
|Berkshire Autistic Society (working name is Autism Berkshire)|1,000|
|Bethel New Life Apostolic Church and Community Centre, Coventry|1,000|
|Beverley Community Lift|2,000|
|Beyond Limits|1,000|
|Bipolar Scotland|2,000|
|Birmingham PHAB Camps|2,000|
|Bladder Health UK (BHUK)|1,000|
|Blind in Business|1,000|
|Blindcare|2,000|
|Blood Bikes Scotland|2,000|
|Blue Apple Theatre|1,000|
|Blueprint Training and Enterprise|1,500|
|Bolton Deaf Society|2,000|
|Boxes of Basics|1,000|





## **Appendix** Year ended 5 April 2021 

|Bridewell Organic Gardens|1,000|
|---|---|
|Bristol Hospitality Network (BHN)|5,000|
|Bristol Tranquilliser Project|2,000|
|British Thyroid Foundation|1,000|
|Bruce Green Foundation|1,000|
|Build Charity Limited|2,000|
|Building for the Future|2,000|
|Burning Nights CRPS Support|2,000|
|Bury Samaritans|3,000|
|Cairns Counselling|2,000|
|Camp Jojo|1,000|
|Camphill Community Clanabogan|25,000|
|Canaan Project|3,000|
|Care for Carers|3,000|
|Care Home Volunteers|1,000|
|Care in Mind|5,000|
|Care Link West Midlands|1,500|
|Carlisle Society for the Blind|2,000|
|Carrs Lane Counselling Centre|3,000|
|Cascade Theatre Company|3,000|
|Central England Lipreading Support Trust|2,000|
|Centre for Health and Pastoral Care|2,000|
|Cheshire & Shropshire Immediate Care Group|3,000|
|Children with Cancer and Leukaemia Advice and Support for Parents|2,000|
|(CCLASP)||
|Children with Cancer Fund|1,000|
|Children's Heart Federation|1,000|
|Children's World|1,000|
|Christchurch Open Awards Centre|2,000|
|Christian Fellowship Ministry|1,000|
|Christmas For Kids|1,000|
|Citizen Development Community Centre (CDCC)|1,000|
|Clean|1,000|
|CleanConscience|1,000|
|Cloona Child Contact Services|2,000|
|Colchester Gateway Clubs|1,000|
|Colne Citadel|2,000|
|Common Wheel|2,000|
|Communigrow|1,000|
|Community Action Newarthill|2,000|
|Community Education Employment and Advice|1,000|
|Community Food Initiatives North East|5,000|
|Community Interest Luton|1,000|
|Community One Stop|2,000|
|Community Voluntary Action Ledbury and District|3,000|
|Computers for the Disabled (CFTD)|1,000|





**Appendix** Year ended 5 April 2021 

|Concern Wadebridge|2,000|
|---|---|
|Connect North Korea|1,000|
|Cornwall Air Ambulance Trust|3,000|
|Cornwater Evergreens Foundation Trust|2,000|
|Coundon Care at Allesley Park|1,600|
|Counselling Matters Bexley|2,000|
|Coventry Rugby Community Foundation Ltd.|1,000|
|Cowpen Quay Community Association|1,000|
|CPISRA|1,000|
|Crackerjacks Children's Trust|1,000|
|Crosspoint (Westbury)|2,500|
|Crossroads Braintree & Chelmsford|3,000|
|Cruse Bereavement Care Nottinghamshire|2,000|
|Cumbria Wheelchair Sports Club|5,000|
|Cure and Action for Tay-Sachs (CATS) Foundation|1,000|
|Cyrenians|3,000|
|Cyril Flint Befrienders|1,000|
|Dartmouth Caring|3,000|
|Deaf World|1,000|
|Dementia Carers Count|2,000|
|Devon in Sight|1,500|
|Devon Link Up|1,000|
|Disability Action in Islington|2,000|
|Disability Advice Service (East Suffolk)|2,000|
|Disability Bowls England|1,000|
|Disability Huntingshire|1,000|
|Disability Nottinghamshire|1,000|
|Disabled Travel Service|2,000|
|Dorset Parent Infant Partnership|1,000|
|Dovecot and Princess Drive Community Association|2,000|
|Down Syndrome Development Trust (DSDT)|1,000|
|Dynamis Adventures|1,000|
|Dyspraxia Foundation|2,000|
|East African Women's Action|1,000|
|East Anglian Air Ambulance|2,000|
|East Bristol Advice & Information Centres (EBAIC)|2,000|
|Edinburgh City Mission HOMELESS|5,000|
|Eighteen And Under|2,000|
|Elim Christian Centre Cheltenham|2,000|
|Ellacombe Community Partnership|1,000|
|Ella's Home|5,000|
|Embrace (East Sussex)|2,000|
|Engage Trust UK|1,000|
|Enrych Berkshire|1,000|
|ENYP|1,000|
|Esher & District Citizens Advice|2,000|





**Appendix** Year ended 5 April 2021 

|Essex Respite & Care Association (ERCA)|1,000|
|---|---|
|Ethos Group Oswestry|3,000|
|Euan's Guide|1,000|
|Evelina Children's Heart Organisation (ECHO)|5,000|
|Every Life Matters|3,000|
|ExeAccess (Exeter Community Transport Association)|500|
|Exmoor Search & Rescue Team|1,000|
|fAABI|1,000|
|Facial Palsy UK|2,000|
|Federation of Disability Sports Organisations Ltd trading as Disability|1,000|
|Sport Yorkshire||
|Felix Fund - the Bomb Disposal Charity|2,000|
|Felixstowe Youth Development Group Level Two Youth Project|3,000|
|Fellowship Educational Society|1,000|
|Fight Against Blindness|2,000|
|Finding Rhythms|1,000|
|Fishing for Heroes|1,000|
|Fiveways School Trust|10,000|
|Flamingo Chicks|1,000|
|FND Dimensions|1,000|
|Fostering Compassion|1,000|
|Four Pillars|1,000|
|Freedom Community Project|5,000|
|Friday People|1,000|
|Friends for Leisure|2,000|
|Friends of Ashton Secondary School|2,000|
|Friends Of Cedar House|1,000|
|Frozen Light|1,000|
|Fulham Good Neighbour Service|1,000|
|Garage Art Group|1,000|
|GCRA Ltd|2,000|
|Gilead Foundations Charity|3,540|
|Glasgow City Mission HOMELESS|5,000|
|Go Kids Go|1,000|
|Good Companions Bolton|1,000|
|Grace Women's Development Limited|2,000|
|Grantham Foodbank|2,000|
|Grief Matters Southwark|2,000|
|Growing Works|2,000|
|Guy's Gift|1,000|
|Gympanzees|1,000|
|Hampshire and Isle of Wight Air Ambulance|3,000|
|Hampshire Search & Rescue|3,000|
|Haworth Riding for the Disabled Group|1,000|
|Headway Darlington & District|2,000|
|Headway Lancaster and Morecambe Bay|1,000|





## **Appendix** Year ended 5 April 2021 

|Headway Lincolnshire|2,000|
|---|---|
|Headway Nottingham|2,000|
|Headway Portsmouth and South East Hampshire|1,000|
|Headway Salisbury & South Wiltshire|1,000|
|Headway Surrey|3,000|
|Headway Tyneside|1,000|
|Headway West London|1,000|
|Healthy Generations|1,000|
|Heart Heroes|2,000|
|Heartburn Cancer UK|2,000|
|HELP Counselling Services|2,000|
|Heritage House Caring Group (Wells-next-the-Sea)|3,000|
|Hetton New Dawn|1,000|
|Home-Start Bromley|3,000|
|Home-Start Butser|3,000|
|Home-Start Chichester & District|3,000|
|Home-Start Clackmannanshire|3,000|
|Home-Start Crawley, Horsham and Mid Sussex|3,000|
|Home-Start Derby|3,000|
|Home-Start Falkirk Ltd|3,000|
|Home-Start High Peak|3,000|
|Home-Start Oxford|3,000|
|Home-Start Royston, Buntingford & South Cambridgeshire|3,000|
|(incorporated as Home-Start Royston and South Cambridgeshire)||
|Home-Start South and West Devon|3,000|
|Home-Start South East Dorset|3,000|
|Home-Start Southern Oxfordshire|3,000|
|Home-Start Stroud and Gloucester|3,000|
|Home-Start West Dorset|3,000|
|Home-Start Winchester and Districts|3,000|
|Home-Start York|3,000|
|Home-start-cotswolds.org.uk|3,000|
|Hope For Tomorrow|15,000|
|HOPS (Healing Opportunities Provision Scheme)|1,000|
|Hour Community|1,000|
|Humans MCR|1,000|
|Humber All Nations Alliance|1,000|
|HUMEN|1,000|
|Hyndburn & Ribble Valley CVS|1,000|
|Hypo Hounds|1,000|
|ICSS|3,000|
|Include Me 2 Club SCIO|1,000|
|Inclusive Leisure Education Activities Project|1,000|
|Independent Food Aid Network|10,250|
|Input SCIO|1,000|
|INSIGHT Counselling Coaching and Support Services - previously|2,000|
|known as Domestic Abuse Counselling Services (DACS)||





**Appendix** Year ended 5 April 2021 

|Insight Gloucestershire|2,500|
|---|---|
|InterAct Stroke Support|1,000|
|It's Your Choice|3,000|
|Joss Searchlight|2,000|
|JPC Community Farm|1,000|
|Kennedy St Foundation|3,000|
|Keynsham and District Mencap Society|3,000|
|King's Money Advice Centre  (operates under the charity name of|1,000|
|Kingsleigh Christian Fellowship)||
|Larteh Association (UK)|1,000|
|Las Marias|1,000|
|Leonard Cheshire|5,000|
|Letham Climate Challenge|2,000|
|Leukaemia and Myeloma Research UK|1,000|
|Lev Echod Cancer Care|2,000|
|Liberty Jamboree|2,000|
|Lincs & Notts Air Ambulance|3,000|
|Link Visiting Scheme|1,000|
|Listening Books|2,000|
|Lorica Trust|25,000|
|Loughshore Care Partnership|3,000|
|Magpas Air Ambulance|3,000|
|MAIN|25,000|
|Make a Move|1,000|
|Making a Difference to Maidstone|5,000|
|Marine in the Community|1,000|
|Martineau Gardens|2,000|
|MASA ( Men Against Sexual Abuse )|1,000|
|MATRIX Neurological|2,000|
|Me2 Club|2,000|
|Meath Epilepsy Charity|20,000|
|Medway Volunteer Centre|3,000|
|Melanoma-Me Foundation|2,000|
|Mentor Wise|1,000|
|Mercia MS Therapy Centre|3,000|
|Mersey Counselling and Therapy Centre|2,000|
|Mitchell's Miracles Neuroblastoma Charity|1,000|
|Mobile Repair Service t/a MRS Independent Living|1,000|
|Motherwell Cheshire CIO|3,000|
|MS Therapy Centre Inverness Ltd t/a The Oxygen Works|3,000|
|MS Therapy Centre Lothian|2,000|
|Muirhead Outreach Project|2,000|
|Muscular Dystrophy Support Centre (Working name of NMC Midlands)|2,000|
|MYTIME|2,000|
|Nairn Hydrotherapy Trust|1,000|
|NARA The Breathing Charity|1,000|





**Appendix** Year ended 5 April 2021 

|National Association for Children of Alcoholics (Nacoa)|1,000|
|---|---|
|Neath Port Talbot Mind|1,000|
|New Bridge Foundation|2,000|
|New Brighton Community Centre|1,000|
|Newcastle Vision Support|3,000|
|Nordoff Robbins|2,000|
|Normandy Community Therapy Garden (The Therapy Garden)|1,000|
|North Wales Accessible Holidays for Blind and Visually Impaired|1,000|
|Nottinghamshire Clubs for Young People Ltd|1,000|
|Oak CounsellingServices LTD|3,000|
|Oakfield(Easton Maudit)|20,000|
|Odyssey|2,000|
|Off The Record (South East Hampshire)|1,000|
|Older Citizens Advocacy York|1,000|
|One King Ministries/Silver Links|1,000|
|Open Door Exmouth|1,000|
|Opening Doors|2,000|
|Orkney Blide Trust|1,000|
|Oxfordshire Association for the Blind|2,000|
|Oxfordshire Oesophageal and Stomach Organisation|1,000|
|Pallion Action Group|3,000|
|Parent Support Link|3,000|
|Pathways For All People|3,000|
|Pathways to health|1,000|
|Portesbery Partnerships|5,000|
|Positive Path Foundation|1,000|
|PostScript360|1,000|
|Pregnancy Counselling and Care Scotland|2,000|
|Pregnancy Options Centre|1,000|
|Promise Inclusion Ltd (formerly Wokingham, Bracknell & Districts|2,000|
|Mencap Ltd||
|Quetzal|1,000|
|Quiet Waters|1,000|
|Rainbow Valley|2,000|
|Reflect|1,000|
|Regain The Trust for Sports Tetraplegics|1,000|
|Relate Kent Consortium|1,000|
|Relate Medway and North Kent|2,000|
|Resume Foundation|1,000|
|Revive Healthy Living|2,000|
|Ritual Abuse Network Scotland|2,000|
|Riverside Counselling Service|1,000|
|RJVN8 Mental Health|2,000|
|Root and Branch|2,000|
|Rother District Citizens Advice Bureau|3,000|
|Ryedale Forum for Older People 50+|1,500|





## **Appendix** Year ended 5 April 2021 

|SAFA Cumbria|1,000|
|---|---|
|Saje Scotland|3,000|
|Samaritans of Cornwall at Truro|2,000|
|Samaritans of Leicester, Leicestershire & Rutland|3,000|
|SAMEE|1,000|
|SAMs Charity|2,000|
|Sanderstead Neighbourhood Care|1,000|
|Sandhurst Counselling Service|2,000|
|Sandwell African Women Association|1,000|
|Sandwell Third Age Arts|1,000|
|SCOTSERVS|5,000|
|Scottish Cot Death Trust|2,000|
|Self Injury Support|2,000|
|Shapeshifter Productions|1,000|
|Shirley's Space|2,000|
|Shopmobility Melton Mowbray|1,000|
|Shopmobility South Gloucestershire|1,000|
|Shropshire Peer Counselling & Advocacy Service|2,000|
|Sickle Cell Care Manchester|2,000|
|Sidewalk|1,500|
|Sikh your Mind|1,000|
|Sirona Therapeutic Horsemanship CIO|1,000|
|Sliding Doors|1,000|
|Social Bite|5,000|
|SOLA|2,000|
|Somerset and Wessex Eating Disorder Association|2,500|
|Somerset Counselling Centre -SCC|2,000|
|Somewhere House Somerset LTD|2,500|
|Sou Ayrshire Women's Aid|25,000|
|Soundwell Music Therapy Trust|1,000|
|South Bucks Counselling|2,000|
|South East Cancer Help Centre|3,000|
|South East Dorset Community Accessible Transport|2,000|
|South Tyneside Prison Matters|1,000|
|South West Blood Bikes|1,000|
|Southmead Project|2,000|
|Space|1,000|
|Speaking Up, Speaking Out|2,000|
|Special Stars Foundation|2,000|
|Spinal Injuries Scotland|2,000|
|Spoons|3,000|
|Sport in Mind|1,000|
|St Cyril's Children & Youth Project|1,000|
|St George's & St Peter's Community Association|2,000|
|St Thomas' Church, Stopsley, Luton|400|
|Still the Hunger|2,000|





## **Appendix** Year ended 5 April 2021 

|Stockdales of Sale|25,000|
|---|---|
|Stone Community Hub|2,000|
|Stonegrove Community Trust|3,000|
|Stop Holding Back|1,000|
|Stroud Court Community Trust|25,000|
|Stuart Low Trust|1,000|
|Sturts Community Trust|50,000|
|Success Charity|2,000|
|Suffolk Sight|3,000|
|Sunderland and North Durham Royal Society for the Blind|3,000|
|Sunderland Women's Centre|2,000|
|Support for Families|2,000|
|Supporting Carers And Families Together|2,000|
|Supporting Older People CIO|2,000|
|Surrey Drug & Alcohol Care Ltd (SDAC)|3,000|
|Survivors of Suicide Support Group|2,000|
|Survivors Together|1,000|
|Sussex Association for Spina Bifida and Hydrocephalus|3,000|
|Swindon MS and Neuro Therapy Centre|3,000|
|TAG Youth Club for Disabled Young People|1,000|
|Tang Hall Community Centre|2,850|
|TastelifeUK|2,000|
|Tees Valley Durham and North Yorkshire Neurological Alliance|1,000|
|Tees Valley Women's Centre|2,000|
|Tenovus Cancer Care|5,000|
|The Abingdon Bridge|25,000|
|The Alcohol Education Trust|2,000|
|The Association for Post natal Illness|2,000|
|The Autism Group|2,000|
|The Avenue Child Contact Centre|1,000|
|The Brigitte Trust|2,000|
|The Brunswick Centre|2,000|
|The Budding Foundation|1,000|
|The Cedar Tree|1,000|
|The Cornerstone Church Group|2,000|
|The Counselling Centre|2,000|
|The Dorchester Trust for Counselling and Psychotherapy|1,500|
|The Downright Special Network|1,000|
|The Friends of Cumberland Nursing Home|1,000|
|The Friends of Thomas Wolsey School|1,000|
|The Goole & District Community Transport Group|2,000|
|The Hardman Trust|3,000|
|The Helpful Bureau|2,000|
|The Hive Portsmouth|3,000|
|The Hypermobility Syndromes Association|2,000|
|The Lateef Project|2,000|





## **Appendix** Year ended 5 April 2021 

|The Lindsay Leg Club Foundation<br>|2,500|
|---|---|
|The Listening Centre<br>|2,000|
|The Listening Ear<br>|2,000|
|The Lullaby Trust<br>|2,000|
|The Mary Dolly Foundation<br>|3,000|
|The MOVE Partnership<br>|3,000|
|The Octopus Foundation<br>|1,000|
|The Open Door Centre (Swindon & District) Ltd<br>|1,000|
|The PCC of All Saints with St. Peter<br>|1,000|
|The Pear Tree Fund, formerly Halesworth Community Nursing Care<br>|5,000|
|Fund||
|The PKD Charity<br>|1,000|
|The Recovery Course<br>|2,000|
|The Redeemed Christian Church of God Citadel of Praise Manchester<br>|1,000|
|The Respite Association<br>|2,000|
|The Sandcastle Trust<br>|1,000|
|The Sara Lee Trust<br>|2,000|
|The Snappy Trust<br>|1,000|
|The Source Young People's Charity<br>|2,000|
|The Stable Family Home Trust<br>|5,000|
|The Unicorn Preservation Society<br>|1,000|
|The Unity of Faiths Foundation<br>|1,000|
|The Vietnamese Mental Health Services<br>|1,000|
|The Vine Drop in Centre Trust<br>|5,000|
|The Wellington Wellness Trust<br>|2,000|
|The Wiltshire Bobby Van Trust<br>|1,000|
|The Wolfpack Project<br>|1,000|
|The Zink Project<br>|3,000|
|Time Out Group (North West)<br>|2,000|
|Time to Talk West Berkshire<br>|1,000|
|Tiny Tickers<br>|1,000|
|TLC St Luke's<br>|3,000|
|Tower Hamlets Somali Organisations Network<br>|1,000|
|Trauma Recovery Centre<br>|2,000|
|TRIP Community Transport Association<br>|2,000|
|True Butterflies Foundation<br>|2,000|
|Trussell Trust<br>|2,000|
|Twynyrodyn Community Hub<br>|2,000|
|Universal Church of Jesus Christ<br>|1,500|
|Up 'N Away<br>|1,000|
|Uttlesford Community Travel<br>|5,000|
|Vallance Community Sports Association (VCSA)<br>|1,000|
|Veterans at Ease Ltd<br>|3,000|
|Veterans' Growth<br>|1,000|
|Wainman Trust<br>|2,000|
|Walsall Bereavement Support Service (WBSS)<br>|2,000|





## **Appendix** Year ended 5 April 2021 

|Walsall Society for the Blind<br>Waltham Forest Blind Association (WFBA)<br>Wandsworth Community Chaplaincy Trust<br>Warwickshire Social Inclusion Partnership (WSIP)<br>Water Lily Project<br>Watermill Foundation Limited<br>Welcome to our Future<br>Wellspring Therapy & Training<br>Wessex Cancer Trust<br>West Midlands Central Accident Resuscitation Emergency Team<br>White House Cancer Support Ltd<br>Whiteknights Yorkshire Blood Bikes<br>Whoopsadaisy<br>Wight DASH<br>Willows Counselling<br>Winchester and District Neighbourhood Mediation Service<br>Winchester Go LD<br>Winchester Youth Counselling<br>Wirral Holistic Care Services<br>Without Walls Christian Fellowship<br>Woodwork to Wellness<br>Wycombe Youth Action<br>Yeleni Therapy & Support<br>Yesu<br>YMCA South Molton<br>Yorkshire Children's Trust<br>Young Asian Voices<br>Young People’s Counselling Service (YPCS) Brentwood<br>Your Future Education CIO<br>Youth & Community Connexions<br>Youth Genesis Trust Ltd<br>TOTAL<br>**Homeless appeals**<br>57 West Baptist Church<br>ACT (Aldates Community Transformation)<br>Amazing Grace Spaces<br>Amazing Graze<br>Aylesbury Vineyard STOREHOUSE<br>Barons Court Project|3,000<br>1,000<br>1,000<br>1,000<br>1,000<br>2,000<br>1,000<br>3,000<br>10,000<br>5,000<br>5,000<br>1,000<br>1,000<br>2,000<br>1,000<br>4,628<br>2,000<br>2,000<br>3,000<br>1,000<br>2,000<br>2,000<br>3,000<br>1,000<br>2,000<br>1,000<br>1,000<br>3,000<br>1,000<br>2,000<br>1,000|
|---|---|
||1,213,268|
||5,000<br>5,000<br>5,000<br>5,000<br>2,000<br>5,000|





## **Appendix** Year ended 5 April 2021 

|Belfast And Lisburn Community Project|5,000|
|---|---|
|Bethany Community Outreach|1,000|
|Blyth Star Enterprises|25,000|
|Bonny Downs Community Association|5,000|
|Bread of Life Outreach|1,000|
|Bridgwater YMCA t/a YMCA Dulverton Group|5,000|
|Bromley Churches Housing Action|5,000|
|Bury Fellowship|3,000|
|Cambridge Cyrenians|5,000|
|Caring in Bristol|5,000|
|Change Please Foundation|5,000|
|Changes UK|5,000|
|CHAS Bristol (Churches Housing Aid Society)|2,000|
|Chess Homeless|2,000|
|Church Army|10,000|
|Church Homeless Trust|5,000|
|Cirencester Housing for Young People|5,000|
|Cleveland Housing Advice Centre CIO|5,000|
|Clothe Me- Thank You|1,000|
|Contact|5,000|
|Coventry Refugee and Migrant Centre|5,000|
|Crawley Open House|5,000|
|Crossover Brighton|3,000|
|Daventry Contact|1,000|
|DENS Limited|5,000|
|Depaul UK|5,000|
|Derby City Mission Ltd|5,000|
|East Durham Community Initiatives Ltd.|5,000|
|EastHands|1,000|
|Edge Housing|1,000|
|Emmanuel House Support Centre|5,000|
|Emmaus Bolton|10,000|
|Emmaus Bradford|5,000|
|Emmaus Brighton and Hove|5,000|
|Emmaus Dover|25,000|
|Emmaus Hertfordshire|5,000|
|Fairways Accommodation Support Trust (FAST)|5,000|
|Faithworks Wessex|5,000|
|FAST 58|2,000|
|Folkestone Rainbow Centre|5,000|
|GASP Motor Project|1,000|
|Gloucester City Mission|2,500|
|Go Dharmic Welfare UK|1,000|
|Grand Union Vineyard Church|2,000|
|Grit Street Aid|5,000|
|Groundswell UK|5,000|





## **Appendix** Year ended 5 April 2021 

|Hackney Doorways (HWNS)|10,000|
|---|---|
|HandsOn London|1,000|
|HealthBus Trust|2,000|
|High Peak Homeless Help Ltd|2,000|
|HOMELESS CARE|5,000|
|Hope for Southall Street Homeless|5,000|
|Hope Trust Cardiff CIO|2,000|
|Hospitality and Hope|5,000|
|Housing the Homeless Central Fund|5,000|
|inHope|5,000|
|Joel Community Services|5,000|
|Joining Communities Together (Registered name: Jesus Centres||
|Trust)|5,000|
|Justness|2,500|
|Keystone Foundation|5,000|
|Life 2009|4,000|
|Lifeline Harrogate|3,000|
|Liverpool Homeless Football Club|2,000|
|Llamau|5,000|
|Macc|5,000|
|Maggs Day Centre|5,000|
|Maidstone Churches Winter Shelter|5,000|
|Manchester City Mission|5,000|
|Manchester City of Sanctuary|1,000|
|Missing People|1,000|
|Mustard Tree|5,000|
|National Association of Almshouses|20,000|
|Network Community|2,000|
|New Hope|5,000|
|Nicodemus|5,000|
|Noah Enterprise|5,000|
|North East Homeless|5,000|
|Northampton Hope Centre|5,000|
|Off The Fence Trust Ltd|5,000|
|Off the Streets|4,000|
|Passage 2000 (operating as The Passage )|5,000|
|PATH Torbay|5,000|
|PEEC Family Centre|2,000|
|Prison Advice & Care Trust|10,000|
|Raghuvanshi Mahajan London RAMA|2,000|
|Refuge|5,000|
|Renewed Hope Trust|3,000|
|Renova Trust|5,000|
|RESTART LIVES|5,000|
|Rocca Foundation|2,000|
|Roundabout Ltd|5,000|





**Appendix** Year ended 5 April 2021 

|Sandwell Homeless and Resettlement Project|5,000|
|---|---|
|SASH|5,000|
|SAY Women|5,000|
|SCT (full name is Spitalfield Crypt Trust)|5,000|
|Selig Suffolk Trust|5,000|
|Settle|5,000|
|Shelter|50,000|
|Shelter Cymru|5,000|
|SIFA Fireside|5,000|
|Simon on the Streets|5,000|
|Sir Oswald Stoll Foundation|3,000|
|Southend YMCA|5,000|
|SPEAR Housing Association Ltd|5,000|
|St Anne's Hostel|5,000|
|St Cuthbert's Centre|5,000|
|St George's Crypt|5,000|
|St Giles|5,000|
|St Mungo's|5,000|
|St Petrocs|5,000|
|St Vincent's Store, Sheffield|2,000|
|St Wilfrid's Centre|5,000|
|Startuponline|1,000|
|Street Soccer Scotland|2,000|
|Sussex Nightstop Plus Limited|5,000|
|SVP Charity Westcliff|5,000|
|The 999 Club|5,000|
|The Amber Foundation|5,000|
|The Booth Centre|1,500|
|The Bus Shelter MK|5,000|
|The Connection at St Martin-in-the-Fields (CSTM)|5,000|
|The Cotton Street Project|5,000|
|The Cowshed|1,000|
|The Felix Project|5,000|
|The Furniture Helpline|1,000|
|The Halliday Foundation|1,000|
|The Haven Wolverhampton|2,000|
|The Margins Project|5,000|
|The Moses Project|5,000|
|The Nehemiah Project|5,000|
|The Peasholme Centre, York (known as Peasholme Charity)|5,000|
|The Porch|3,000|
|The Rock Trust|5,000|
|The Salvation Army|5,000|
|The ShrewsburyArk|5,000|
|The Simon Community|5,000|
|The Snowdrop Project|1,000|





**Appendix** Year ended 5 April 2021 

|The Spires Centre|5,000|
|---|---|
|The Thrive Project|3,000|
|The Upper Room (St Saviour's)|5,000|
|The Wallich|5,000|
|Time to Help (UK)|3,000|
|Tough Loving|1,500|
|Tramway Christian Fellowship|3,000|
|Transform Housing & Support|5,000|
|Trinity Winchester|25,000|
|Turning Tides Homelessness|5,000|
|United Works|1,000|
|Walking With The Wounded|5,000|
|Winchester Churches Nightshelter|5,000|
|Wintercomfort for the Homeless|5,000|
|WLM|5,000|
|Worcester Street Pastors|2,000|
|Wycombe Homeless Connect|10,000|
|Yeldall Christian Centres|3,000|
|YMCA Bournemouth|5,000|
|YMCA Milton Keynes|2,500|
|YMCA Reading|5,000|
|YMCA Ripon|1,000|
|YMCA Wearside|2,000|
|TOTAL|812,500|



