The Eveson Trust Charity number: 1196672
Report and financial statements For the year ended 31 March 2023
The Eveson Trust
## Contents
For the year ended 31 March 2023
Reference and administrative information ................................................................................ 1 Trustees’ annual report ............................................................................................................ 3 Independent auditor’s report .................................................................................................. 18 Statement of financial activities ............................................................................................... 22 Balance sheet ......................................................................................................................... 23 Statement of cash flows .......................................................................................................... 24 Notes to the financial statements ........................................................................................... 25 Grants awarded during the period ended 31 March 2023 ........................................................ 35
The Eveson Trust
## Reference and administrative information
|For theyear ended 31 March|2023|
|---|---|
|Charity number|1196672|
|Country of registration|England & Wales|
|Registered office||
|and operational address|Office 7, Sansome Lodge|
||6 Sansome Walk|
||Worcester|
||WR1 1LH|
|Trustees|Trustees who served during the year and up to the date of this|
||report were as follows:|
||Sir Bill Wiggin M.P.|
||Louise Woodhead (Chair)|
||Richard Mainwaring|
||Judith Millward|
||Vivien Cockerill|
||Tamsin Clive D.L.|
||The Rt. Revd. Richard Jackson, Bishop of Hereford|
||Mark Taylor|
||Dr David Rees|
|Key management|Claire Bowry - Chief Executive|
|personnel||
|Bankers|National Westminster Bank plc|
||21 Eastgate Street|
||Gloucester|
||GL1 1NY|
||Barclays Bank plc|
||Leicester|
||LE87 2BB|
||CCLA Investment Management Ltd|
||One Angel Lane|
||London|
||EC4R 3AB|
1
The Eveson Trust
## Reference and administrative information
## For the year ended 31 March 2023
|Solicitors|T A Matthews Solicitors||
|---|---|---|
||Broadway House||
||32/35 Broad Street||
||Hereford||
||HR4 9AR||
||Mills and Reeve||
||78-84 Colmore Row||
||Birmingham||
||B3 2AB||
|Auditor|Sayer Vincent LLP||
||Chartered Accountants and Statutory Auditor||
||Invicta House||
||108-114 Golden Lane||
||London||
||EC1Y 0TL||
|Investment|Baillie Gifford & Co||
|Managers|Calton Square||
||1 Greenside Row||
||Edinburgh||
||EH1 3AN||
||Sarasin & Partners||
||Juxon House||
||100 St Paul’s Churchyard||
||London||
||EC4M 8BU||
|Investment|
Stanhope Consulting|Barnett Waddingham|
|Advisers|35 Portman Square|2 London Wall Place|
||London|123 London Wall|
||W1H 6LR|London|
|||EC2Y 5AU|
|Property|Sunderlands||
|Advisers|Offa House||
||St Peter’s Square||
||Hereford||
||HR12PQ||
2
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
We present our report and the audited financial statements for the year ended 31 March 2023.
The financial statements have been prepared in accordance with the accounting policies set out in Note 1 and comply with the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with Financial Reporting Standard FRS 102. The reference and administrative information set out on pages 1 and 2 forms part of this report.
## Chair’s Introduction
This report and set of accounts marks our first year of operation as a Charitable Incorporated Organisation and this has been a positive year for the charity in many ways. The number of applications received has gone up by 19%; and we have awarded £5,506,461, up from £3,434,146 last year. Of particular note are the major multi-year grants to the University of Birmingham for medical research. These projects have the potential to make a significant impact for many people.
All of this is greatly to the credit of our staff, who our applicants tell us are approachable and helpful in facilitating the smooth process of applications. Their experience is invaluable and we are most appreciative of their commitment.
My 5-year term comes to an end in December 2023 and Judith Millward will take over as Chair. I am confident that she will very ably steer us through the next period and I should like to thank all of the trustees for their continued commitment and support. It has been a real privilege to work with them and our staff.
## Background
The Eveson Trust (“the Trust”) is a Charitable Incorporated Organisation (CIO). The Trust is the successor charity to The Eveson Charitable Trust, registered in 1994, which was funded by a large bequest from the Will of Mrs Violet Eveson. Mrs Eveson’s wealth was inherited from her grandfather, who was a successful hop farmer in Herefordshire. On 1 April 2022, the assets of the original charity were transferred into the Trust. The comparative figures for 2022 relate to The Eveson Charitable Trust.
## Purposes and aims
## The Trust’s constitution states:
“The objects of the CIO are to apply the income and all or such part or parts of the capital to charitable institutions whose activities are confined to or primarily undertaken in the United Kingdom for the support or relief of the physically handicapped (including the blind and the deaf), the mentally handicapped, hospitals and hospices, children in need whether disadvantaged or physically or mentally handicapped, the elderly, the homeless and for
3
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
medical research into problems associated with any of the foregoing at such time or times and in such manner as the Trustees may in their absolute discretion think fit.”
Mrs Eveson was born in Herefordshire, lived in the Midlands, and she selected her founding Trustees from people involved in that region. Mindful of her significant charitable gifts during her lifetime and of her bequests, our policy is to make grants to charitable institutions for the benefit of residents of Herefordshire, Worcestershire and the seven metropolitan boroughs of the West Midlands (the latter comprising Birmingham, Coventry, Dudley, Sandwell, Solihull, Walsall and Wolverhampton). We do not consider applications from or on behalf of individuals.
We review the aims, objectives and activities of the Trust each year to ensure that the Trust remains focused on its stated purposes and we refer to the Charity Commission's guidance on public benefit.
## Achievements - Grant making
We awarded 349 grants (2022: 282) with a gross total of £5,527,961 (2022: £3,496,950) and our average grant size was £15,839 (2022: £12,400). The success rate for applications was 86% (2022: 85%). We were delighted to receive applications from 71 new applicants (2022: 64) and 53 of these were awarded a grant (2022: 44). We introduced a new ‘Enhance’ grant scheme, giving charities the opportunity to apply for up to £10,000 towards capacity building to support their work; 12 grants (2022: 0) totalling £79,729 (2022: £0) were awarded under this scheme and the beneficiary charities told us how much they valued this additional support.
The trustees had stated an ambition both to increase the Trust’s level of grant giving and to adopt a more strategic approach to supporting medical research. This year, the Trust awarded £453,838 to the University of Birmingham for 3 research projects; this is the first year of a multi-year grant award worth £1,846,713 in total across five years. The Trust will recognise the commitment for each succeeding year upon receipt of a satisfactory report on the previous year’s research. The grants will fund:
- the creation of a new Senior Clinical Academic post titled The Eveson Fellowship in the Rheumatology Research Group;
- research into the delivery mechanism for eye drops to treat Age-Related Macular Degeneration; and
- research into re-engineering CAR-T cells to tackle refractory cancers in children.
Since the Trust is free to spend both capital and income, the trustees do not set a budget or limit on annual grant giving; they prefer to respond to need and assess all applications on their merits. They are, however, mindful of the Trust’s average annual grant total when setting performance targets for the investment managers.
It is the Trust’s policy to support many charities with unrestricted grants towards running costs on a regular basis provided they satisfy the Trust of the need for its continued assistance and in this year 16% (2022:17.5 %) of our grants were awarded for such purpose. The Trust
4
The Eveson Trust
## Trustees’ annual report
## For the year ended 31 March 2023
develops working relationships with its applicants, visiting them periodically, and requests reports on how their grants have been applied. Grants are made to large and national charities, but grants are awarded proportionate to the numbers of beneficiaries supported in our area. In all cases, trustees expect the anticipated impact of any grant to be explained clearly, whether it is for revenue or specific capital projects, and they seek to be satisfied that the grant responds to a clear financial need which cannot be funded from the applicant’s own reserves. The Trust looks for charities to be well established with adequate management and with proper financial, governance and safeguarding controls.
The Trust encourages applications via its online application form and aims to keep the process of review as straightforward as possible. The Chief Executive has attended several online ‘Meet the Funder’ events to provide advice to applicants and the Trust worked together with Hereford City Council and Worcestershire Community Foundation to deliver a one-day Funders’ Fair in Malvern for local charities. The fair was attended by 11 funders and 60 representatives from charities with many delegates saying how much they appreciated the opportunity to meet funders face to face.
## Examples of grant beneficiaries
The trustees are keen to support charities and projects which address social isolation amongst the elderly and provide services to support the elderly living independently. Maryvale Community Project and the four local Age UK charities all provide services to meet these needs.
## Maryvale Community Project £6,000
The Project welcomes older people and offers food and friendship at a weekly lunch club attended by around 40 people. Volunteer drivers collect those unable to make their own way to the centre and sit with new attendees to make them feel welcome and included. A hot meal is provided, and they plan different activities for the group including light exercise activities such as dancing. A part-time staff member and team of volunteers deliver a telephone befriending service to the elderly who are housebound and feeling lonely. The project also offers the group members trips to local attractions.
## Age UK Herefordshire and Worcestershire £220,000
The delivery of Advice and Information services for older people is a key part of the services provided by the four Age UK brand partners working across Herefordshire and Worcestershire. The Age UK brand partners operating in these two counties and providing Advice and Information services are Age UK Herefordshire and Worcestershire, Age UK Worcester and Malvern Hills, Age UK Hereford and Localities and Age UK Bromsgrove, Redditch and Wyre Forest. Following discussions between the Trust and the four Age UK brand partners, Age UK Herefordshire and Worcestershire applied for funding to support the delivery of Advice and Information services by the four brand partners. A grant of £220,000 was awarded in January
5
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
2023, which the brand partners chose to split equally between them with each brand partner receiving £55,000 towards the delivery of Information and Advice Services in their operating area. Worcester and Malvern Hills Age UK said, ‘In the current cost of living crisis our service is incredibly busy and so your support is invaluable’.
The Trust supports many charities that provide activities for people with disabilities. A visit to Aston Villa Foundation’s ground in Birmingham showed us how a range of sports activities could be adapted to the needs of people with disabilities and how much enjoyment the activities provided.
## Aston Villa Foundation £10,000
Aston Villa Foundation applied for a grant to run weekly Disability Multi-Sport sessions. The sessions aim to address the inequality of the ability of adults with disabilities to access appropriate physical activity and create opportunities for people to come together. Adults attending four local Day Centres come to the Aston Villa Academy Building sports complex, Villa Park, Birmingham and participate in a range of sports activities such as football, badminton, tennis and cricket run by Aston Villa Foundation sports coaches. During the sessions, the coaches also show carers simple sports activities that can be replicated at Day Centres. A grant of £10,000 was awarded towards the cost of delivering these sports activities for twelve months with an estimated 80 people taking part.
The people Sense supports are deafblind or have a single sensory impairment and additional disabilities that create a complexity of needs.
## Sense £10,000
Sense was awarded a grant of £10,000 in April 2022 towards equipment in a new Sensory Studio at their Touchbase Centre in Selly Oak, Birmingham. They filled the Studio with specialist equipment, sensory toys, accessible seating, a hoist and bespoke furniture that can create discrete spaces for different activities. Our grant funded the installation and
programming of the specialist IT audio and visual equipment. Sense told us that developing and running specialist activities is important as very few children with complex disabilities can access mainstream play opportunities. The response from families attending sessions has been incredible with one parent saying, “We love the fact every activity that is set out is accessible to our child. She can get stuck right in without the worry of making adjustments due to her disability. We also love how friendly, welcoming and engaging the staff are. The sessions are very fun, stimulating and educational all at the same time.” Over 400 children and young people benefitted from the new space during the year.
Mental health issues are a challenge for many people in our beneficial area. The Cart Shed uses the natural world to provide support through land-based activities.
6
The Eveson Trust
## Trustees’ annual report
## For the year ended 31 March 2023
## The Cart Shed £40,000
Based in woodlands on a working farm in north Herefordshire, the Cart Shed works with adults and young people experiencing mental health difficulties or emotional imbalance in their life. They use woodland activities such as woodcraft and coppice craft as well as horticulture to empower people to self-manage mental and physical health. The Trust awarded a grant of £40,000 in January 2023 towards their ‘Being Autistic’ project for Autistic adults. The grant enabled the charity to purchase and erect a 4-season yurt to enable them to run the Being Autistic project in a warm, private space, and also supported the costs of the project staff. The project is designed to provide those living with autism with support and knowledge to examine key issues such as sleep patterns, relationships, communication of needs and self-esteem, and to provide techniques and strategies for addressing these issues.
The Trust supports charities working with the homeless. The grant to Caring Hands in the Vale was an opportunity for the Trust to award a grant that enabled a new centre for the homeless to be completed in the face of rapidly increasing building costs.
## Caring Hands in the Vale £40,000
Caring Hands in the Vale has been supporting those in need in the local community of Evesham since 2003. As part of the development of their charity, and in response to local need, the charity purchased a building in the centre of Evesham to become a hub from which they can run services for the homeless and people on low incomes. These services include help with finding accommodation, a community pantry, a drop-in diner and access to health services. The Trust awarded a £40,000 capital grant in September 2022 towards the refurbishment and development of a Health Hub in the building for people who are homeless. The Centre has been named the Lighthouse Centre and was officially opened in April 2023.
Children and young people suffer disadvantage in different ways, but the exploitation of young people by gangs is a growing concern. St Giles Trust wanted to expand their preventative work in this area into the West Midlands.
## St Giles Trust £105,000
St Giles Trust was awarded £105,000 in October 2022 to support their work in Coventry and Hereford. £15,000 of the grant was towards the cost of running the Coventry Pantry, where families can access nutritious food and practical and emotional support from a key worker on issues such as housing and finance. £90,000 of the grant was awarded towards the cost of delivering the charity’s SOS+ preventative service tackling child criminal exploitation in Coventry and Hereford. Mentors work in Coventry schools offering 1:1 mentoring, advice and guidance to help young people keep safe, develop their self-esteem, create a positive selfidentity, raise aspirations and encourage them to re-engage with education. Facilitators deliver awareness-raising assemblies in schools on gangs, County Lines and knife crime in Coventry and Hereford. The charity said, ‘This will allow us to deliver support in educational
7
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
and community settings to help prevent young people from being exploited and involved in crime, encouraging those at risk to make better life choices.’
Herefordshire youth charities had highlighted the lack of trained youth workers in the county. A grant of £60,000 was awarded to Close House to begin to address this need.
## Close House £60,000
Close House is a drop-in youth centre in Hereford open to young people aged 11-25. The majority of people using Close House are vulnerable, disadvantaged or socially excluded. Close House was awarded £60,000 in January 2023 towards running costs and to develop and deliver Youth Worker training for people in Herefordshire running activities for young people or interested in setting up a group. Close House will refer organisations and individuals taking part in the training and forums to Herefordshire Voluntary Organisations Support Service for advice on setting up new youth groups and capacity building for existing groups.
Hospices face growing cost pressures and varying levels of NHS funding. The trustees are pleased to support this area of care.
## St Richard’s Hospice £50,000
A grant of £50,000 was awarded in September 2022 to St Richard’s Hospice towards their core costs. St Richard’s offers physical, social, psychological and spiritual palliative care and support to patients, their families and carers through specialist teams. They run a purposebuilt In-Patient Unit in Worcester, which offers 24-hour care for up to 17 patients and also provides care at the patient’s home and in hospitals and nursing homes. During 2022/23 284 patients were cared for in the in-patient unit and 296 patients cared for in the community. St Richard’s provided us with feedback from a patient about their Living Well Service. One patient said, “The difference here is you are given ways you can progress. I feel now I’m living with cancer, not dying of cancer.”
The Trust’s beneficial area covers both the countryside and urban areas including motorways. The Midlands Air Ambulance provides life-saving care in remote locations, attending to patients unreachable by land ambulance.
## Midlands Air Ambulance £40,000
Midlands Air Ambulance is the primary air ambulance provider for the counties of Herefordshire, Worcestershire and the West Midlands. Their three helicopters and ‘over land’ fleet of Rapid Response Vehicles and Critical Care Cars are specially equipped with full lifesaving medical equipment and enhanced drugs, some of which can only usually be found in a hospital critical care or major trauma unit. These enable their team of clinical practitioners, including both doctors and critical care paramedics, to bring advanced hospital level critical care directly to the patient at the earliest possible time. They were awarded £40,000 in
8
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
February 2023 towards the cost of running these services in the Trust’s beneficial area. The charity confirmed that the grant awarded would pay towards 14 air ambulance missions or 139 critical care car missions.
All grants awarded during the year 2022-2023 are listed at the end of this report and set of accounts. The charts below illustrate the allocation of our grants by category over the last two years based on the amount awarded.
## Value of Grants by Category 2022-23
**----- Start of picture text -----**
More Than One Category,
Medical Research,
£414,603, 7%
£453,838, 8%
The Homeless,
Children with
£585,257, 11%
Disabilities,
£517,658, 9%
The Elderly,
£538,364, 10%
Disadvantaged
Children,
£1,139,193, 21%
Hospices,
£328,789, 6%
Hospitals,
£158,000, 3%
The Blind and the Deaf,
£57,043, 1%
People with Disabilities,
£1,313,716, 24%
**----- End of picture text -----**
9
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
## Value of Grants by Category 2021-2022
**----- Start of picture text -----**
More Than One Category, Medical Research,
£122,560.00 , 3% £163,198.00 , 5%
The Homeless,
Children with
£328,470.00 , 9%
Disabilities,
£422,676.00 , 12%
The Elderly,
£379,440.00 , 11%
Disadvantaged
Children,
£546,482.00 , 16%
Hospices,
£487,000.00 , 14%
The Blind and the Deaf,
£243,945.00 , 7%
Hospitals,
£150,963.00 , 4% People with
Disabilities,
£652,216.00 , 19%
**----- End of picture text -----**
## Financial review
The principal investment holdings of the Trust are managed by Baillie Gifford & Co and Sarasin & Partners and comprise a globally diversified portfolio of quoted funds and securities. At 31 March 2023, the value of the portfolio represented 99.9% (2022: 98%) of the Trust’s total investments. The Trust’s activities are therefore entirely reliant upon the income and investment returns derived from the portfolio.
In October 2022, the Trust sold the majority of its property portfolio by public auction. The auction lots were comprised of agricultural land in Bishops Frome and they formed part of the original legacy from Violet Eveson. The auction was well-attended and the property realised in excess of the estimate. Sales of property during the year realised £3,369,032 net of fees.
In January 2023, the Trust appointed Barnett Waddingham as its new investment adviser following a review carried out as a matter of governance best practice. Following their appointment, Barnett Waddingham carried out a strategic review of the Trust’s investments and
10
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
the implementation of the review’s recommendations is being carried out during the current financial year.
At 31 March 2023, investment income was £2,012,171 (2022: £ 1,674,306). Expenditure on charitable activities was £5,755,307 (2022: £3,647,256), a 58% increase, and this resulted in the shortfall in the Unrestricted Fund of £3,743,136 (2022: £1,972,950) which was met by a transfer from the Expendable Endowment of £3,743,136 (2022: £1,972,950). Included in expenditure on charitable activities are governance and support costs of £248,846 (2022: £ 213,110 ). The increase stemmed from the first full year of the new Grants Officer and from new IT infrastructure following the office move in February 2023. Professional fees also increased as the Trust appointed new investment advisers and reviewed its investment strategy.
The value of the Endowment decreased by £8,885,891 to £101,937,283, (2022: decrease of £2,606,412 to £110,823,174). Investment management fees were £501,597 (2022: £548,029) at 31 March 2023 and represented 0.49% (2021: 0.49%) of the average value of the portfolio.
2022 saw economies emerge from the supply chain restrictions caused by Covid, but inflation remained high due to generous government support during the pandemic and persistent supply chain problems. The war in Ukraine also put upward pressure on prices, particularly for food and energy. Global equities had one of the worst years on record and as it became clear that high inflation was not transitory, central banks raised interest rates and this policy of monetary tightening continues.
The trustees are mindful of the current pressure that charities and their beneficiaries are experiencing due to rises in energy costs and the effects of inflation. Notwithstanding the reduction in value of the portfolio in the last two years, the trustees are committed to responding to the current level of need.
## Investment Performance
The investment objective is to seek total returns through a globally diversified portfolio of assets to preserve, after grants awarded, the value of the capital in real terms over the longer term.
The investment brief given to each of the investment managers is similar and the portfolio has been managed on a medium tending towards higher risk basis. The investment style of the two managers is different, with one having a bias towards growth and the other having a more defensive style with an instruction for a bias towards stocks with a higher income.
The performance target for the portfolio and the investment managers is CPI+4% net of fees over the long term. The trustees accept that this is becoming a more difficult target to achieve given the continuing high level of inflation and they keep investment policy under review on a regular basis, taking advice from Barnett Waddingham, the Trust’s investment advisers.
11
The Eveson Trust
## Trustees’ annual report
## For the year ended 31 March 2023
The composition of the strategic asset allocation/composite benchmark for the investment portfolio from 12[th] November 2010 is shown in the table below:
|%|Benchmark Indices|Benchmark|Ranges|
|---|---|---|---|
|Global equities|MSCI All Countries World Daily|60|40-80|
|UK gilts|FTSE All Stocks|10|0-20|
|UK corporate bonds|ICE BofA Sterling Corporate|10|0-20|
|Hedge funds|HFRX Global Hedge Fund GBP
Index|10|0-20|
|Property|IPD All Balanced Property Funds
Index|10|0-20|
|Cash|--|-|0-10|
Baillie Gifford uses the Diversified Growth Fund benchmark of the Bank of England Base Rate +3.5% p.a. in place of the hedge fund and property indices.
As from July 2020, Sarasin has been using 50% ICE Bank of America UK Gilt All Stocks Index for the UK gilt part of the portfolio in place of the FTSE All Stocks; Baillie Gifford uses 50% of the ICE BofA £ Non-Gilt index and 50% of the FTSE Actuaries UK Conventional Gilts All Stocks Index in place of the Corporate Bond index.
At 31 March 2023, our asset allocation across both fund managers and our deposits in CCLA, was 62% in equities, 21% in fixed income, 11% in alternatives, 3% in property and 3% in cash. Baillie Gifford and Sarasin have the authority to flex the asset allocation within the permitted ranges to optimise the return on our investments.
## 12-month performance
|Fund Manager|12 months
%|Composite
Index|CPI +4%
12 months|
|---|---|---|---|
|Baillie Gifford|-6.7%|-2.1%|12.9%|
|Sarasin and Partners|-0.5%|-4.5%|12.9%|
12
The Eveson Trust
## Trustees’ annual report
## For the year ended 31 March 2023
## Five-year performance
||Eveson
Portfolio|Index|CPI+4%|ARC Balanced
Asset Charity Peer
Group|
|---|---|---|---|---|
|Sarasin and Partners|44%|33.7%|49.3%|16.8%|
|Baillie Gifford Diversifed
Growth Fund B2 Acc|1.5%|23.6%|49.3%||
|Baillie Gifford Global Alpha
Growth Fund B Acc|47.6%|38.6%|49.3%||
|Baillie Gifford
SterlingAggregate Bond B Acc|-1.7%|-1.9%|49.3%||
The Trust takes a positive approach to responsible investment. Its investment managers are expected to take into account the developing impact of Environmental, Social and Governance (ESG) issues when assessing any individual investment and to engage with the trustees when appropriate. In addition, the portfolio must exclude direct investment in any company in the tobacco industry (defined as a company deriving more than 10% of turnover from the manufacture of tobacco or tobacco related products).
## Principal risks and uncertainties
We monitor strategic risks annually. The principal risks are financial and relate to the performance of the Trust’s investment portfolio and to potentially fraudulent grant applications.
The first is mitigated by allocating the portfolio between two leading investment managers, and by retaining Barnett Waddingham to monitor the investment managers’ performance and advise the trustees. The trustees receive monthly and quarterly reports from both managers together with a detailed quarterly analysis of performance from Barnett Waddingham and they meet both investment managers at least once a year to discuss performance, outlook and objectives. The Trust’s investment policy, long term target return and the benchmarks are reviewed annually.
The Trust monitors cash flow and the trustees are satisfied that the Trust has access to liquid funds to cover liabilities falling due for payment.
In terms of grant making and the risk of fraud, the Chief Executive oversees the day to day administration of the grant-making process and the grants team conducts due diligence on all applications and makes such further enquiries as may be required. Sub-committees of trustees then review all applications in detail and make recommendations for approval by all trustees. Trustees and the Chief Executive regularly visit applicants and grantees as part of the monitoring process and all grants are made subject to written conditions, including the
13
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
requirement for reports on how grants have been applied. There is a strict protocol for the authorisation of all payments.
The trustees have considered and keep under review other operational risks and are satisfied that systems are in place to mitigate them.
## Reserves policy and going concern
The whole of the Trust Fund is Expendable Endowment valued at £101,937,283 at 31 March 2023 (2022: £110,823,174) and therefore the trustees consider a specific reserve of income to be unnecessary. The Trust’s investment objectives seek to enable the sustainable distribution of annual grants primarily out of income with the balance being drawn from capital whilst growing the Trust Fund sufficiently both to cover costs and to maintain the Trust’s grant giving capacity in real terms. The Trust can draw down from its cash deposits and investments on short notice to meet expenditure.
Notwithstanding any volatility of investments in the current markets, we believe the risk of not being able to maintain our grant giving or pay our costs as they fall due to be negligible. We know of no claims, litigious or otherwise, on our resources.
## Fundraising
The Trust does not undertake fundraising from the general public and does not use professional fundraisers or commercial participators. The income of the Trust is not bound by any regulatory scheme, and the Trust does not consider it necessary to comply with any voluntary code of practice relating to fundraising. We have received no complaints in relation to any fundraising activities. As we do not approach individuals for the purpose of raising funds, we do not have specific requirements related to fundraising activities, nor do we consider it necessary to design specific procedures to monitor such activities.
## Plans for the future
The trustees believe that the Trust’s grants have translated into significant public benefit. They propose to continue with their present objectives and aim to develop the award of grants so that many and varied charities may continue to benefit from financial support over the longer term.
## Structure
The Trust was registered as a charity on 19 November 2021 under number 1196672 as a Charitable Incorporated Organisation.
14
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
## Governance
The trustees have reviewed The Charity Governance Code and consider that the Trust operates largely in accordance with it. They will continue to review the governance and management policies on a scheduled basis.
Trustees meet formally five times a year to consider grant-making, investment matters, finances, reserves and risk management. Grants sub-committees meet up to 12 times a year and make recommendations to be considered and approved by all trustees. The trustees also aim to have one further meeting on a bi-annual basis to discuss strategy.
Where a trustee is a patron or trustee of an organisation applying for a grant, the trustee must declare that interest which will be recorded in the minutes and the register. The trustee does not take part in the decision on that organisation’s application. Details of any related party transactions are disclosed in note 8 of the financial statements.
## Management
Day to day management of the Trust is delegated to the Chief Executive and her assistants, actively supported by the Chair and other trustees. Professional advice is sought as required to support day to day management.
## Trustees
Trustees are appointed in accordance with the charity’s constitution. Two trustees are ex officio, namely the Lord Bishop of Hereford and the MP for the constituency of North Herefordshire. The maximum permitted number of trustees is twelve.
Trustees (other than ex officio trustees) are appointed for a renewable 5-year period and Chairs serve a maximum 5-year term. All trustees, including the Chair, have annual appraisals.
To facilitate orderly succession, trustees (other than ex officio trustees) are asked to give at least 6 months’ notice of their intention to retire. Informal sub-committees are then asked to seek potential candidates. Recommendations are reviewed and potential candidates are invited to a trustees’ meeting to meet the board and to observe before any appointments are finalised. New trustees receive an induction pack that includes copies of the governing and operational documents, the latest available accounts, recent minutes and relevant Charity Commission guidance.
Trustees are regularly updated by the Chief Executive on relevant matters and are encouraged to identify areas where they would benefit from professional development. The Trust’s professional advisers also invite the trustees to training events and provide them with updates
15
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
from time to time. The Trust is a member of the Association of Charitable Foundations and the West Midlands Funder Network.
## Key Management Personnel
Trustees and the Chief Executive are considered to be the key management personnel in charge of directing and controlling the Trust. The trustees act on a voluntary basis, receiving no remuneration for their services. Details of the remuneration of key management personnel and reimbursement of trustees’ expenses are set out in note 6.
## Remuneration policy for key management personnel
The remuneration of the Chief Executive and all paid staff is reviewed annually by the trustees and account is taken of UK labour market statistics, professional pay scales and the rate of inflation. The skill, experience and competence of individuals are assessed together with their contribution to the operation of the Trust. The trustees also take advice where necessary from professional advisers.
16
The Eveson Trust
## Trustees’ annual report
For the year ended 31 March 2023
## Statement of responsibilities of the Trustees
We are responsible for preparing a Trustees’ annual report and financial statements 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 us to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Trust and of the incoming resources and application of resources, including income and expenditure, of the Trust for that period.
In preparing these financial statements, we are required to:
- Select suitable accounting policies and then apply them consistently;
- Observe the methods and principles in the Charities SORP;
- Make judgements and accounting estimates that are reasonable and prudent;
- State whether applicable accounting standards have been followed, subject to any material departures that must be disclosed and explained in the financial statements;
- Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Trust will continue in operation.
We are responsible for keeping proper accounting records that are sufficient to show and explain the Trust’s transactions and disclose with reasonable accuracy at any time the financial position of the Trust and enable us to ensure that the financial statements comply with the Charities Act 2011 and the Trust deed. We are also responsible for safeguarding the assets of the Trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The Trustees’ annual report was approved on 20 October 2023 and signed on our behalf by
Louise Woodhead Chair
17
Independent auditor’s report
To the trustees of
## The Eveson Trust
## Opinion
We have audited the financial statements of The Eveson Trust (the ‘charity’) for the year ended 31 March 2023 which comprise the statement of financial activities, balance sheet, statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).
In our opinion, the financial statements:
- Give a true and fair view of the state of the charity’s affairs as at 31 March 2023 and of its incoming resources and application of resources, for the year then ended
- Have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice
- 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 financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements 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 financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements 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 financial statements 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.
18
Independent auditor’s report
To the trustees of
The Eveson Trust
## Other Information
The other information comprises the information included in the trustees’ 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 (Accounts and Reports) Regulations 2008 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 financial statements;
- Sufficient accounting records have not been kept; or
- The financial statements 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 statement of trustees’ responsibilities set out in the trustees’ annual report, the trustees are responsible for the preparation of the financial statements 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 financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, 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.
19
Independent auditor’s report
To the trustees of
The Eveson Trust
## Auditor’s responsibilities for the audit of the financial statements
We have been appointed as auditor under section 144 of the Charities Act 2011 and report in accordance with regulations made under section 154 of that Act.
Our objectives are to obtain reasonable assurance about whether the financial statements 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 financial statements.
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 are set out below.
## Capability of the audit in detecting irregularities
In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, our procedures included the following:
- We enquired of management and the board of trustees, which included obtaining and reviewing supporting documentation, concerning the charity’s policies and procedures relating to:
- Identifying, evaluating, and complying with laws and regulations and whether they were aware of any instances of non-compliance;
- Detecting and responding to the risks of fraud and whether they have knowledge of any actual, suspected, or alleged fraud;
- The internal controls established to mitigate risks related to fraud or non-compliance with laws and regulations.
- We inspected the minutes of meetings of those charged with governance.
- We obtained an understanding of the legal and regulatory framework that the charity operates in, focusing on those laws and regulations that had a material effect on the financial statements or that had a fundamental effect on the operations of the charity from our professional and sector experience.
- We communicated applicable laws and regulations throughout the audit team and remained alert to any indications of non-compliance throughout the audit.
- We reviewed any reports made to regulators.
- We reviewed the financial statement disclosures and tested these to supporting documentation to assess compliance with applicable laws and regulations.
- We performed analytical procedures to identify any unusual or unexpected relationships that may indicate risks of material misstatement due to fraud.
20
Independent auditor’s report
## To the trustees of
## The Eveson Trust
- In addressing the risk of fraud through management override of controls, we tested the appropriateness of journal entries and other adjustments, assessed whether the judgements made in making accounting estimates are indicative of a potential bias and tested significant transactions that are unusual or those outside the normal course of business.
Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.
A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.
## 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 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.
## Date: 6 November 2023
Sayer Vincent LLP, Statutory Auditor
Invicta House, 108-114 Golden Lane, LONDON, EC1Y 0TL
Sayer Vincent LLP is eligible to act as auditor in terms of section 1212 of the Companies Act 2006
21
The Eveson Trust
## Statement of financial activities
For the year ended 31 March 2023
|||Unrestricted|Expendable|2023|Unrestricted|Expendable|2022|
|---|---|---|---|---|---|---|---|
|||funds|Endowment|Total|funds|Endowment|Total|
||Note|£|£|£|£|£|£|
|Income from:||||||||
|Investments|2|2,012,171|-|2,012,171|1,674,306|-|1,674,306|
|Total income||2,012,171|-|2,012,171|1,674,306|-|1,674,306|
|Expenditure on:||||||||
|Raising funds|3|-|551,361|551,361|-|584,143|584,143|
|Charitable activities|3|5,755,307|-|5,755,307|3,647,256|-|3,647,256|
|Total expenditure||5,755,307|551,361|6,306,668|3,647,256|584,143|4,231,399|
|Net (expenditure) before net gains/(losses) on||||||||
|investments||(3,743,136)|(551,361)|(4,294,497)|(1,972,950)|(584,143)|(2,557,093)|
|Net (losses) on listed investments|11|-|(5,620,426)|(5,620,426)|-|(529,319)|(529,319)|
|Net gains on investment properties|10|-|1,029,032|1,029,032|-|480,000|480,000|
|Net (expenditure) for the year|5|(3,743,136)|(5,142,755)|(8,885,891)|(1,972,950)|(633,462)|(2,606,412)|
|Transfers between funds||3,743,136|(3,743,136)|-|1,972,950|(1,972,950)|-|
|Net movement in funds|16a|-|(8,885,891)|(8,885,891)|-|(2,606,412)|(2,606,412)|
|Reconciliation of funds:||||||||
|Total funds brought forward||-|110,823,174|110,823,174|-|113,429,586|113,429,586|
|Total funds carried forward||-|101,937,283|101,937,283|-|110,823,174|110,823,174|
All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 16a to the financial statements.
22
The Eveson Trust
## Balance sheet
## As at 31 March 2023
|Note
£
Fixed assets:
9
10
11
Current assets:
12
101,662
800,000
277,197
1,178,859
Liabilities:
13
(1,802,436)
16
Debtors
Creditors: amounts falling due within one year
Net current (liabilities)/assets
The funds of the charity:
Total net assets
Expendable endowment funds
Unrestricted income funds
Total charity funds
Investments
Cash at bank and in hand
Short term deposits
Tangible assets
Investment properties|Note
£
Fixed assets:
9
10
11
Current assets:
12
101,662
800,000
277,197
1,178,859
Liabilities:
13
(1,802,436)
16
Debtors
Creditors: amounts falling due within one year
Net current (liabilities)/assets
The funds of the charity:
Total net assets
Expendable endowment funds
Unrestricted income funds
Total charity funds
Investments
Cash at bank and in hand
Short term deposits
Tangible assets
Investment properties|2023
£
4,834
80,000
102,476,026|£
134,901
500,000
738,570|2022
£
20,705
2,420,000
108,123,496|
|---|---|---|---|---|
|||102,560,860
(623,577)||110,564,201
258,973|
||1,178,859
(1,802,436)||1,373,471
(1,114,498)||
||||||
|||101,937,283||110,823,174|
|||-
101,937,283||-
110,823,174|
|||101,937,283||110,823,174|
Approved by the trustees on 20 October 2023 and signed on their behalf by
Louise Woodhead Chair
23
The Eveson Trust
## Statement of cash flows
## For the year ended 31 March 2023
|Note
£
£
Cash flows from operating activities
Net (expenditure) for the reporting period
(8,885,891)
(as per the statement of financial activities)
Depreciation charges
16,724
Losses on investments
5,620,426
(1,029,032)
Dividends, interest and rent from investments
(2,012,171)
Decrease/(Increase) in debtors
33,239
Increase/(decrease) in creditors
687,938
Net cash (used in) operating activities
(5,568,767)
2,012,171
1,255,284
(853)
3,369,032
22,912,484
(24,140,724)
5,407,394
(161,373)
1,238,570
1,077,197
At 1 April
2022
£
Short term deposits
500,000
Cash at bank and in hand
738,570
Total cash and cash equivalents
1,238,570
Purchase of investments
Movement in cash held by investment managers
Analysis of cash and cash equivalents
(Gains) on investment properties
Cash and cash equivalents at the end of the year
Change in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the
year
Net cash provided by investing activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of fixed assets
Proceeds from sale of investments
Proceeds from sale of investment properties
2023|Note
£
£
Cash flows from operating activities
Net (expenditure) for the reporting period
(8,885,891)
(as per the statement of financial activities)
Depreciation charges
16,724
Losses on investments
5,620,426
(1,029,032)
Dividends, interest and rent from investments
(2,012,171)
Decrease/(Increase) in debtors
33,239
Increase/(decrease) in creditors
687,938
Net cash (used in) operating activities
(5,568,767)
2,012,171
1,255,284
(853)
3,369,032
22,912,484
(24,140,724)
5,407,394
(161,373)
1,238,570
1,077,197
At 1 April
2022
£
Short term deposits
500,000
Cash at bank and in hand
738,570
Total cash and cash equivalents
1,238,570
Purchase of investments
Movement in cash held by investment managers
Analysis of cash and cash equivalents
(Gains) on investment properties
Cash and cash equivalents at the end of the year
Change in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the
year
Net cash provided by investing activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of fixed assets
Proceeds from sale of investments
Proceeds from sale of investment properties
2023|Note
£
£
Cash flows from operating activities
Net (expenditure) for the reporting period
(8,885,891)
(as per the statement of financial activities)
Depreciation charges
16,724
Losses on investments
5,620,426
(1,029,032)
Dividends, interest and rent from investments
(2,012,171)
Decrease/(Increase) in debtors
33,239
Increase/(decrease) in creditors
687,938
Net cash (used in) operating activities
(5,568,767)
2,012,171
1,255,284
(853)
3,369,032
22,912,484
(24,140,724)
5,407,394
(161,373)
1,238,570
1,077,197
At 1 April
2022
£
Short term deposits
500,000
Cash at bank and in hand
738,570
Total cash and cash equivalents
1,238,570
Purchase of investments
Movement in cash held by investment managers
Analysis of cash and cash equivalents
(Gains) on investment properties
Cash and cash equivalents at the end of the year
Change in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the
year
Net cash provided by investing activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of fixed assets
Proceeds from sale of investments
Proceeds from sale of investment properties
2023|£
£
(2,606,412)
14,834
529,319
(480,000)
(1,674,306)
(32,681)
(791,780)
(5,041,026)
1,674,306
(1,813,848)
(6,478)
-
28,715,803
(25,961,665)
2,608,118
(2,433,088)
3,671,658
1,238,570
Cash flows
At 31 March
2023
£
£
300,000
800,000
(461,373)
277,197
(161,373)
1,077,197
2022|£
£
(2,606,412)
14,834
529,319
(480,000)
(1,674,306)
(32,681)
(791,780)
(5,041,026)
1,674,306
(1,813,848)
(6,478)
-
28,715,803
(25,961,665)
2,608,118
(2,433,088)
3,671,658
1,238,570
Cash flows
At 31 March
2023
£
£
300,000
800,000
(461,373)
277,197
(161,373)
1,077,197
2022|
|---|---|---|---|---|
|||(5,568,767)
5,407,394||(5,041,026)
2,608,118|
||||Cash flows
£
300,000
(461,373)||
|||(161,373)
1,238,570||(2,433,088)
3,671,658|
|||1,077,197||1,238,570|
|||At 1 April
2022
£
500,000
738,570||At 31 March
2023
£
800,000
277,197|
|||1,238,570|(161,373)|1,077,197|
24
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
## 1 Accounting policies
## a) Statutory information
The Eveson Trust is a Charitable Incorporated Organisation registered with the Charity Commission for England and Wales.
The registered office address is Office 7, Sansome Lodge, 6 Sansome Walk, Worcester, WR1 1LH.
## b) Basis of preparation
On 1 April 2022, the entire assets and liabilities of Eveson Charitable Trust (former charity number 1032204) were merged with those of the newly created Charitable Incorporated Organisation (CIO), The Eveson Trust (charity number 1196672).
The new CIO was registered with the Charity Commission on 19 November 2021 and remained dormant until the merger date of 1 April 2022. There were no changes in accounting policies or other adjustments required to the transferred assets and liabilities as a result of the merger. As such, the net assets and financial performance as reported in the statement of financial activities of the new CIO at the date of the merger are identical to those of the former entity.
The financial statements 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 UK and Republic of Ireland (FRS 102) - (Charities SORP FRS 102), The Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.
The financial statements have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.
In applying the financial reporting framework, the trustees have made a number of subjective judgements, for example in respect of significant accounting estimates. Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. The nature of the estimation means the actual outcomes could differ from those estimates. Any significant estimates and judgements affecting these financial statements are detailed within the relevant accounting policy below.
Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note.
## c) Public benefit entity
The charity meets the definition of a public benefit entity under FRS 102.
## d) Going concern
The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern. The Trust has access to sufficient liquid funds within its investment portfolio to meet commitments as they fall due.
## e) Funds structure
The Trust has an Expendable Endowment which is based upon the original benefaction to the charity from the will of Mrs Violet Eveson together with subsequent gains. The unrestricted income fund and the Endowment comprise those funds which the trustees are free to use for any purpose in furtherance of the charitable objectives. Designated funds are those set aside by the trustees for particular purposes.
25
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
- 1 Accounting policies (continued)
## f) Income recognition and debtors
Investment income is included in the financial statements on an accruals basis and is gross of any tax recoverable. This includes dividends declared before but paid after the year under review. Rental income is accounted for on an accruals basis.
## g) Expenditure recognition and creditors
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, when it is probable that settlement will be required and when the amount of the obligation can be measured reliably.
All expenditure is accounted for on an accruals basis. All expenses including support costs and governance costs are allocated to Expenditure on Charitable Activities.
A grant awarded is accrued when the recipient has been notified following the approval by the Trustees and when the Trust has then established a constructive obligation. Where a grant has been offered subject to conditions which have not been substantially met, the amount is noted as a commitment but it is not accrued.
Investment management costs represent the charges made by the investment managers for managing the investment portfolio.
Rentals paid under operating leases are expensed as they fall due.
## h) Irrecoverable VAT
Irrecoverable VAT is included with the expenditure heading for which it was incurred.
- i) Grant support and governance costs
Support costs represent the administering of the grant giving process. Governance costs comprise those costs involving the public accountability of the charity and its compliance with regulation and good practice. These costs relate to statutory audit and legal fees together with an apportionment of overhead and support costs.
The executive salaries, accommodation costs and other costs incurred in respect of both functions have been apportioned on the basis of time spent on each of the functions. Note 3 sets out the details of Grant Support and Governance Costs.
## j) Pension scheme
The charity operates defined contribution pension schemes for the employees. Contributions are expensed as they fall due.
## k) Fixed assets
Items of equipment are capitalised where the purchase price exceeds £1,000. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisable value and value in use.
Tangible fixed assets are recorded at cost less depreciation, which has been calculated at the following annual rates, in order to write off the assets over their estimated useful lives.
Leasehold improvements Straight line over period of the lease Computer equipment 25% on cost Other office equipment 20% on cost
26
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
## 1 Accounting policies (continued)
## l) Investment properties
Investment properties are measured initially at cost and subsequently included in the balance sheet at fair value. Investment properties are not depreciated. Any change in fair value is recognised in the statement of financial activities. The valuation method used to determine fair value is stated in the notes to the accounts.
## m) Listed investments
The investment portfolio (excluding investment properties) is managed by investment managers. Shortterm cash deposits held by the managers for reinvestment are included within fixed asset investments. Income arising on investments, which has not been transferred to the Trust is shown as a current asset. The Trust has access to sufficient liquid funds within its invesment portfolio to meet commitments as they fall due.
Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. Any change in fair value will be recognised in the statement of financial activities. Investment gains and losses, whether realised or unrealised, are combined and shown in the heading “Net gains/(losses) on investments” in the statement of financial activities. The charity does not acquire derivatives or other complex financial instruments.
## n) Short term deposits
Short term deposits includes cash balances that are invested in accounts with a maturity date of between 3 and 12 months.
## o) Cash at bank and in hand
Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.
## p) Financial instruments
The charity only has basic financial assets and financial liabilities. Basic financial instruments are initially recognised at transaction value and subsequently measured at their fair value. Full details are given in the financial instruments note.
## 2 Income from investments
|Dividends and interest received from listed fixed asset investments
Interest on cash deposits
Rental income from investment properties|2023
2022
Total
Total
£
£
1,979,224
1,642,263
17,623
873
15,324
31,170
2,012,171
1,674,306|
|---|---|
All income from investments is unrestricted.
27
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
## 3a Analysis of expenditure (current year)
|Grants awarded (note 4)
Investment managers' fees
Investment consultant's fees
Investment property costs
Staff costs (note 6)
HR and recruitment
Office accommodation and services
Insurance
Travel
Printing and stationery
Telephone and postage
Subscriptions and publications
Courses
Computer maintenance and software
Legal fees
Other professional fees
Auditor's remuneration
Sundries
Depreciation
Support costs
Governance costs
Total expenditure 2023
Total expenditure 2022|Raising
funds
£
-
501,597
46,670
3,094
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|Charitable
activities
£
5,506,461
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
5,506,461
174,163
74,683
5,755,307
3,647,256|Governance
costs
£
-
-
-
-
25,051
-
4,123
-
427
456
395
1,533
-
-
18,644
6,140
13,320
4,594
-|Support
costs
£
-
-
-
-
100,203
-
16,490
601
1,710
1,825
1,582
6,134
652
20,888
-
7,354
-
-
16,724|2023 Total
2022
Total
£
£
5,506,461
3,434,146
501,597
548,029
46,670
26,400
3,094
9,714
125,254
108,001
-
374
20,613
20,175
601
531
2,137
1,365
2,281
2,413
1,977
1,665
7,667
5,918
652
669
20,888
15,892
18,644
22,671
13,494
6,281
13,320
9,564
4,594
2,757
16,724
14,834
6,306,668
4,231,399
-
-
-
-
6,306,668
4,231,399|
|---|---|---|---|---|---|
||551,361
-
-||74,683
-
(74,683)|174,163
(174,163)
-||
||551,361||-|-||
||584,143||-|-||
28
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
## 3b Analysis of expenditure (prior year)
|Grants awarded (note 4)
Investment managers' fees
Investment consultant's fees
Investment property costs
Staff costs (note 6)
HR and recruitment
Office accommodation and services
Insurance
Travel
Printing and stationery
Telephone and postage
Subscriptions and publications
Courses
Computer maintenance and software
Legal fees
Other professional fees
Auditor's remuneration
Sundries
Depreciation
Support costs
Governance costs
Total expenditure 2022|Raising
funds
£
-
548,029
26,400
9,714
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|Charitable
activities
£
3,434,146
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
3,434,146
145,554
67,556
3,647,256|Governance
costs
£
-
-
-
-
21,600
-
4,035
-
273
483
333
1,184
-
-
22,671
4,656
9,564
2,757
-|Support
costs
2022 Total
£
£
-
3,434,146
-
548,029
-
26,400
-
9,714
86,401
108,001
374
374
16,140
20,175
531
531
1,092
1,365
1,930
2,413
1,332
1,665
4,734
5,918
669
669
15,892
15,892
-
22,671
1,625
6,281
-
9,564
-
2,757
14,834
14,834
145,554
4,231,399
(145,554)
-
-
-
-
4,231,399|
|---|---|---|---|---|
||584,143
-
-||67,556
-
(67,556)||
||584,143||-||
29
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
- 4 Grant making
|Grant making|||
|---|---|---|
|Grants cancelled from previous years
Grants repaid
Grants accrued at 31 March 2022
Less: Grant payments
Charitable activity support costs
Grants approved
Grants approved but cancelled in year
Grants approved
Less: Grants cancelled
Grants to institutions
Grants accrued at 31 March 2023|2023
£
5,527,961
(2,000)
(9,500)
(10,000)|2021
£
3,496,950
(60,804)
-
(2,000)|
||5,506,461
248,846|3,434,146
213,110|
||5,755,307|3,647,256|
||1,023,795
5,527,961
(11,500)
(4,813,570)|1,829,685
3,496,950
(60,804)
(4,242,036)|
||1,726,686|1,023,795|
Details of grants awarded during the year under review are given in a separate report titled 'Grants Awarded 2022/23' which has been appended to these financial statements.
All grants awarded were expenditure from unrestricted funds in both 2023 and 2022.
In addition to the amounts committed and accrued above, the Trustees have also authorised certain grants which are subject to the recipients fulfilling certain conditions relating to the delivery of the grant-funded activities. The total amount authorised but not accrued as expenditure at 31 March 2023 was £1,392,875 (2022; £nil).
Three grants held as liabilities at the year end (2022: zero) totalling £140,550 (2022: £nil) were cancelled in June 2023.
- 5 Net income / (expenditure) for the year
This is stated after charging/(crediting):
|This is stated after charging/(crediting):|||
|---|---|---|
||2023|2022|
||£|£|
|Depreciation|16,724|14,834|
|Operating lease rentals payable:|||
|Property|11,582|10,000|
|Operating lease rentals receivable:|||
|Property|(14,988)|(31,170)|
|Auditor's remuneration (excluding VAT):|||
|Audit|10,000|9,100|
6 Analysis of staff costs, trustee remuneration and expenses, and the cost of key management personnel Staff costs were as follows:
|Staff costs were as follows:|||
|---|---|---|
|Employer’s contribution to defined contribution pension schemes
Social security costs
Salaries and wages|2023
£
109,954
7,215
8,085|2022
£
95,207
5,544
7,250|
||125,254|108,001|
The following number of employees received employee benefits (excluding employer pension costs and employer's national insurance) during the year between:
|||2023|2022|
|---|---|---|---|
|||No.|No.|
|£60,000|- £69,999|1|1|
The total employee benefits (including pension contributions and employer's national insurance) of the key management personnel were £79,771 (2022: £74,642).
The trustees were neither paid nor received any other benefits from employment with the charity in the year (2022: £nil). No charity trustee received payment for professional or other services supplied to the charity (2022: £nil). Trustees' expenses represents the payment or reimbursement of travel and subsistence costs totalling £934 (2022: £996) incurred by 4 (2022: 2) members relating to attendance at meetings of the trustees or visits to charities.
30
The Eveson Trust
Notes to the financial statements
For the year ended 31 March 2023
## 7 Staff numbers
The average number of employees (head count based on number of staff employed) during the year was 3 (2022: 3).
## 8 Related party transactions
When a grant is being considered in accordance with the charity's policies and procedures, but where a trustee or a close relative is also a patron or trustee of that other institution, the trustee will declare the interest. The trustee does not vote on the grant giving decision and no separate disclosure is required. During the year:
A grant of £65,000 was awarded to Megan Baker House (2022: £65,000), a charity of which Sir Bill Wiggin MP is a patron.
A grant of £nil was awarded to Spectrum Days (2022 - £50,000), a charity whose services were used by Mark Taylor's daughter. A grant of £30,447 was awarded to Foundation for Conductive Education - NICE (2022 - £34,460) whose services were used by Mark Taylor's daughter.
A grant of £30,000 was awarded to St Michael's Hospice (2022 -£30,000), a charity for which Martin Davies' wife was a volunteer.
A grant of £22,148 was awarded to St John and Red Cross Defence Medical Welfare Service (2022 - £nil) a charity where Judith Millward has declared an interest as she is acquainted with the Chair of the trustees.
Two grants of £25,000 and £50,000 were awarded to Herefordshire Vennture (2022: £nil). The Bishop of Hereford declared an interest due to the Chair of the charity also being Diocesan Secretary.
A grant of £15,000 was awarded to Smart Works (2022 £7,500) a charity in which Louise Woodhead has declared an interest as she is acquainted with the Chair of the trustees.
A grant of £25,000 was awarded to ECHO for Extra Choices in Herefordshire (2022 - £15,000), a charity of which Sir Bill Wiggin MP is a patron.
## 9 Tangible fixed assets
|Tangible fixed assets||||
|---|---|---|---|
|Disposals in the year
Eliminated on disposals in the year
At the start of the year
Charge for the year
At the end of the year
At the end of the year
Cost
At the start of the year
At the end of the year
Net book value
At the start of the year
Additions in year
Depreciation|Leasehold
improvements
£
7,771
-
(7,771)|Computer and
office
equipment
£
55,642
853
-|
Total
£
63,413
853
(7,771)|
||-|56,495|56,495|
||2,805
(7,771)
4,966|39,903
-
11,758|42,708
(7,771)
16,724|
||-|51,661|51,661|
||-|4,834|4,834|
||4,966|15,739|20,705|
All tangible fixed assets are used for charitable purposes.
## 10 Investment properties
|Investment properties|||
|---|---|---|
|Net gain on disposal of investment properties
Fair value at the end of the year
Net gain on change in fair value
Disposal proceeds
Fair value at the start of the year|2023
£
2,420,000
(3,369,032)
1,029,032
-|2022
£
1,940,000
-
-
480,000|
||80,000|2,420,000|
All UK investment properties located on the Herefordshire/Worcestershire border, apart from one, were sold during the year. The remaining property was valued by P.D. Kirby BSc (Hons), MRICS, FAAV of Sunderlands of Hereford on 31 March 2023 at its fair value, as freehold, subject to existing tenancies and other interests.
31
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
## 11 Listed investments
|Listed investments|||
|---|---|---|
|Cash
Listed investments
Disposal proceeds
Fair value at the start of the year
Fair value at the end of the year
Investments comprise:
Additions at cost
Net (loss) on change in fair value
Cash held by investment broker|2023
£
105,934,169
24,140,724
(22,912,484)
(5,620,426)|2022
£
109,217,626
25,961,665
(28,715,803)
(529,319)|
||101,541,983
934,043|105,934,169
2,189,327|
||102,476,026|108,123,496|
||2023
£
101,541,983
934,043|2022
£
105,934,169
375,479|
||102,476,026|106,309,648|
The value of investments held in currencies other than sterling was approximately £28 million (2022: £30 million).
## 12 Debtors
|Debtors|||
|---|---|---|
|Trade creditors
Other debtors
Prepayments
Accrued income
Accruals
Grants payable
Creditors: amounts falling due within one year|2023
£
2,873
10,206
88,583|2022
£
18,152
28,213
88,536|
||101,662|134,901|
||2023
£
1,726,686
4,889
70,861|2022
£
1,023,795
5,008
85,695|
||1,802,436|1,114,498|
## 13 Creditors: amounts falling due within one year
Grant commitments authorised but not accrued at the year end are detailed in note 4.
## 14 Financial instruments
|Financial instruments|||
|---|---|---|
|Investments
Net assets at 31 March 2023
Net current liabilities
Investment properties
Fixed assets investments
Financial assets measured at fair value through Statement of Financial Activities
Analysis of net assets between funds (current year)
Tangible fixed assets|2023
£
101,541,983|2022
£
105,934,169|
||Expendable
Endowment
Fund
£
4,834
80,000
102,476,026
(623,577)|
Total funds
£
4,834
80,000
102,476,026
(623,577)|
||101,937,283|101,937,283|
## 15a Analysis of net assets between funds (current year)
32
The Eveson Trust
Notes to the financial statements
## For the year ended 31 March 2023
## 15b Analysis of net assets between funds (prior year)
|Analysis of net assets between funds|(prior year)|||||
|---|---|---|---|---|---|
|General funds
Net current assets
Expendable endowment fund
Movements in funds (current year)
Investment properties
Fixed assets investments
Total funds
Unrestricted funds:
Net assets at 31 March 2022
Total unrestricted funds
Tangible fixed assets|At 1 April
2022
£
110,823,174|Income &
gains
£
1,029,032|Expenditure & losses
£
(6,171,787)|Expendable
Endowment
Fund
£
20,705
2,420,000
108,123,496
258,973|
Total funds
£
20,705
2,420,000
108,123,496
258,973|
|||||110,823,174|110,823,174|
|||||Transfers
£
(3,743,136)|At 31 March
2023
£
101,937,283|
||110,823,174|1,029,032|(6,171,787)|(3,743,136)|101,937,283|
||-|2,012,171|(5,755,307)|3,743,136|-|
||-|2,012,171|(5,755,307)|3,743,136|-|
||110,823,174|3,041,203|(11,927,094)|-|101,937,283|
## 16a Movements in funds (current year)
The narrative to explain the purpose of the expendable endowment fund is given at the foot of the note below.
## 16b Movements in funds (prior year)
|At 1 April
2021
£
113,429,586|Income &
gains
£
480,000|Expenditure & losses
£
(1,113,462)|Transfers
£
(1,972,950)|At 31 March
2022
£
110,823,174|
|---|---|---|---|---|
|113,429,586|480,000|(1,113,462)|(1,972,950)|110,823,174|
|-|1,674,306|(3,647,256)|1,972,950|-|
|-|1,550,832|(4,448,245)|2,897,413|-|
## Purposes of expendable endowment
The charity has an Expendable Endowment. The unrestricted income fund and the Endowment comprise those funds which the Trustees are free to use for any purpose in furtherance of the charitable objectives.
In the year the trustees transferred funds totalling £3,743,136 (2022: £1,972,950) from the Expendable Endowment to the Unrestricted Fund to cover unrestricted expenditure.
33
The Eveson Trust
Notes to the financial statements
For the year ended 31 March 2023
## 17 Operating lease commitments payable as a lessee
The charity's total future minimum lease payments under non-cancellable operating leases is as follows for each of the following periods
|One to five years
Less than one year|2023
2022
£
£
8,567
9,167
7,139
-
Property|2023
2022
£
£
8,567
9,167
7,139
-
Property|
|---|---|---|
||15,706|9,167|
## 18 Operating lease commitments receivable as a lessor
Amounts receivable under non-cancellable operating leases are as follows for each of the following periods:
|Less than one year
One to five years|2023
2022
£
£
-
14,924
-
292
Property|2023
2022
£
£
-
14,924
-
292
Property|
|---|---|---|
||-|15,216|
34
## **GRANTS AWARDED 2022-2023 BY CATEGORY**
## **SUMMARY 2023**
|**SUMMARY 2023**|||
|---|---|---|
|**Category**|**Number**|**Amount**|
|Medical Research|3|£453,838|
|Children with Disabilities|48|£517,658|
|Disadvantaged Children|95|£1,139,193|
|The Blind and the Deaf|8|£57,043|
|People with Disabilities|89|£1,318,216|
|Hospitals|10|£158,000|
|Hospices|10|£328,789|
|The Elderly|30|£553,364|
|The Homeless|32|£587,257|
|MoreThanOne Category|24|£414,603|
|**Total**|**349**|**£5,527,961**|
## **SUMMARY 2022**
|**SUMMARY 2022**|||
|---|---|---|
|**Category**|**Number**|**Amount**|
|Medical Research|9|£163,198|
|Children with Disabilities|41|£422,676|
|Disadvantaged Children|57|£546,482|
|The Blind and the Deaf|18|£243,945|
|People with Disabilities|72|£652,216|
|Hospitals|9|£150,963|
|Hospices|9|£487,000|
|The Elderly|33|£379,440|
|The Homeless|24|£328,470|
|MoreThanOne Category|10|£122,560|
|**Total**|**282**|**£3,496,950**|
## **Medical Research**
|University of Birmingham|£212,579|Senior Clinical Academic Position in Rheumatology linked to|
|---|---|---|
|||Hereford County Hospital|
|University of Birmingham|£154,084|Funding for research into the delivery mechanism for AMD|
|||eye drops|
|University of Birmingham|£87,175|Reprogramming CAR-T immunotherapies for the paediatric|
|||metabolic microenvironment|
|**Total Medical Research**|**£453,838.00**|
|---|---|
|**(3 grants)**||
## **Children with Disabilities**
- Megan Baker House Ltd £65,000 Towards running costs Foundation for Conductive Education - NICE £30,447 Towards running costs for the Milestones Nursery Medical Engineering Resource Unit (MERU) £30,000 To build and supply 10 Bugizs Malvern Special Families £23,000 Towards running costs Marches Family Network £21,000 Towards events, support and short breaks for disabled children
- Roald Dahl's Marvellous Children's Charity £20,000 To fund a new Roald Dahl Transition Nurse for Sandwell General Hospital
- Grapevine Coventry and Warwickshire £20,000 Towards project worker salary for their Teenvine Next Steps programme
- Grace Kelly Childhood Cancer Trust £20,000 Towards the family support service Childhood Eye Cancer Trust (CHECT) £17,992 Towards CHECT's Support Work at Birmingham Children's Hospital.
35
|Orchestra of the Swan|£15,000|Towards instrumental & composition workshops for SEND|
|---|---|---|
|||children and young people|
|The Open Theatre Company Ltd|£15,000|Towards running costs.|
|Central Youth Theatre|£13,000|Towards the 'Acting Up' weekly group in Wolverhampton|
|Contact A Family|£10,148|To deliver their Brighter Beginnings programme|
|IPSEA|£10,080|To provide support to people across our regions|
|Happy Days Children's Charity|£10,000|Towards respite breaks, group activity holidays, day trips and|
|||visiting theatre performances|
|The Phoenix Centre|£10,000|Towards the cost of a specialist nursery assistant|
|Square Peg Activities Ltd|£10,000|Towards the Operational Director's salary|
|Perdiswell Young Peoples Leisure Club|£10,000|Towards the youth clubs and transport|
|Brierley Hill Babybank|£10,000|Towards the salary of a full time member of staff and|
|||safeguarding training|
|Sense - The National Deafblind & Rubella|£10,000|Towards sensory and specialist IT equipment for their|
|Assoc.||Birmingham Touchbase Centre|
|Worcestershire Parents and Carers|£10,000|Towards running costs|
|Community (WPCC)|||
|Home-Start - North East Worcestershire|£10,000|Towards the cost of weekly support to parents of children with|
|||additional needs through their SNAPS project.|
|Whizz-Kidz|£9,360|Towards delivering the Birmingham mobility clinics|
|Chris Westwood Charity for Children with|£7,500|Towards supplying specialist equipment to disabled children|
|Physical Disabilities||and young people|
|Music of Life Foundation|£7,500|Towards the cost of music-making workshops for disabled|
|||children in Birmingham.|
|Little Hearts Matter|£7,000|Towards providing their Family Support Package|
|NAYC Pioneer Centre|£6,583|Towards specialist disability equipment and an automated|
|||door|
|The Cracked Slipper Company|£6,008|To run a weekly drama group for disabled young people|
|ROAM|£5,000|To provide SEND sessions plus admin costs and equipment|
|Dyspraxia Education|£5,000|Towards upgrading two websites|
|Sebastian's Action Trust|£5,000|Towards respite family breaks for families within our regions|
|Coventry Rugby Community Foundation Ltd.|£5,000|Towards their Junior Wheelchair Rugby programme|
|Child Brain Injury Trust|£5,000|Towards their West Midlands Support Service|
|British Disabled Angling Association|£5,000|Towards SEND schools fishing project|
|The Wingate Special Children's Trust|£5,000|To provide 30 children from the West Midlands with a|
|||residential break|
|Kids Cancer Charity|£5,000|Towards respite breaks for young cancer suffers|
|Services for Education Ltd|£5,000|Towards weekly multi-sensory music and arts activities for|
|||SEN children|
|Young Lives vs Cancer (Formerly CLIC|£5,000|Towards their 'Thrive Not Just Survive' programme in the|
|Sargent)||West Midlands|
|Live Music Now|£5,000|Towards their 2022 projects at SEND schools in the West|
|||Midlands|
|Children with Cystic Fibrosis Dream Holidays|£4,740|To provide three families from the West Midlands with a|
|||respite holiday|
|Let Us Play (Wolverhampton)|£4,500|Towards the cost of running their special needs cycling|
|||sessions.|
|ERIC|£4,000|Towards the Family Support Service within our regions|
|Special Olympics West Midlands Ski Group|£3,000|Towards an intensive ski training programme and equipment|
36
|Welsh National Opera|£3,000|To deliver Opera Tutti to SEN schools in the WMs|
|---|---|---|
|Shine A Light Support Service|£3,000|Towards therapy/counselling support for children and young|
|||people and their families living with cancer|
|Halesbury School HHSA|£2,400|To provide pupils at Halesbury Special School with a fun|
|||social activity at Christmas time.|
|The Haemophilia Society|£2,400|Towards a youth camp for young people from the West|
|||Midlands|
|Pitcheroak School|£1,000|Towards setting up a community café and kitchen|
|**Total Children with Disabilities**|**£517,658**||
|**(48 grants)**|||
|**Disadvantaged Children**|||
|St Giles Trust|£105,000|Towards The Pantry and SOS+ service|
|Close House Projects|£60,000|To develop a Youth Worker training programme across|
|||Herefordshire|
|Herefordshire Vennture|£50,000|Towards their Family Mentoring Programme|
|NSPCC - Head Office London|£25,000|Towards support costs for Childline Birmingham|
|Home-Start - Wyre Forest|£25,000|Towards running costs|
|Home-Start - Walsall|£25,000|Towards the costs of the Family Support Service|
|Railway Children|£25,000|Towards West Midlands Project Worker's salary|
|Home-Start Birmingham South|£20,000|Towards running costs|
|Y.M.C.A. Sutton Coldfield|£20,000|To work with young people in schools|
|Hope Support Services|£20,000|Towards running costs.|
|Home-Start Herefordshire|£20,000|Towards core costs for their early intervention befriending|
|||work.|
|Darlaston Youth Centre (previously Boys|£20,000|Towards running costs|
|Club)|||
|YMCA Heart of England|£17,500|Towards the mental health programme|
|Worcester Theatres Charitable Trust Ltd|£16,000|Towards their Booming Voices project|
|New Model Institute for Technology and|£15,000|Towards bursaries for Herefordshire students|
|Engineering (NMITE)|||
|Sport 4 Life UK|£15,000|Towards running costs|
|Barnardo's|£15,000|Towards running their Advocacy & Independent Visitors|
|||Service in Coventry|
|Place2Be|£15,000|Towards mental health services delivered in 10 schools in|
|||Birmingham, Sandwell and Walsall.|
|Smart Works Birmingham|£15,000|Towards running costs|
|Chance to Shine Foundation Ltd|£15,000|Towards Street Cricket projects in the West Midlands|
|Beyond the Horizon Charity|£15,000|Towards the salary costs of a Children's Therapist|
|Newhampton Arts Centre|£15,000|Towards the cost of running their social activities and holiday|
|||clubs for disadvantaged groups in the local area|
|Football Beyond Borders|£15,000|To expand their service into the West Midlands to work with|
|||pupils excluded or not engaged in mainstream schools|
|Dudley Lodge|£15,000|Towards an additional part-time Key Worker for their Hurdle|
|||Project|
37
|Birmingham Urban Rhythm Network (BURN)|£15,000|Towards weekly mental wellbeing music workshops|
|---|---|---|
|Village of Forgiveness|£14,040|Towards funding a project manager for one year for their|
|||mobile village project in Solihull|
|Beating Time|£14,000|Towards the delivery of their Inside Job employment service|
|Transitions UK|£12,000|Towards their Attain Project for care leavers|
|Longlands|£12,000|Towards running costs|
|Building4Hope|£10,000|Towards employing a carpentry instructor and an additional|
|||learning support mentor|
|The Courtyard Trust|£10,000|To fund an Education Practitioner for their schools mental|
|||health project|
|Home-Start - North East Worcestershire|£10,000|Support for victims of domestic abuse|
|Community Care Foundation Birmingham Ltd|£10,000|To improve and expand their After School Homework Club|
|HALOW (Birmingham)|£10,000|To support children visiting parents at HMP Oakwood|
|YoungMinds|£10,000|Towards the Never Alone digital support service|
|Volunteering Matters|£10,000|Towards their Wolverhampton Grandmentors programme|
|Free@last|£10,000|To employ a Youth Support Worker|
|Stonehouse Gang|£10,000|To part fund an Assistant Leader|
|The Worth Foundation Ltd|£10,000|Towards development of a new Learning Hub and mentoring|
|||support|
|Winston's Wish|£10,000|Towards Family Bereavement Support Service|
|The Honeypot Children's Charity|£10,000|To provide their wrap-round service to young carers|
|Wolverhampton Youth Zone|£10,000|Towards their Growing Futures youth service|
|The UK Career Academy Foundation (Career|£10,000|Towards supporting young people through their Post-16|
|Ready)||careers programme|
|Malvern Cube Projects|£10,000|Towards running costs|
|Young Solutions Worcestershire|£10,000|Towards online safeguarding and awareness courses|
|Safe Families for Children|£10,000|To run their West Midlands service|
|Birmingham Settlement|£10,000|Towards their Stay, Learn & Play activities|
|Andrew Simpson Sailing Foundation|£10,000|Towards purchasing a minibus|
|City Year UK|£10,000|Towards project costs to deliver their service in two partner|
|||schools in the West Midlands|
|Compass Support Services Ltd|£10,000|Towards a mentoring programme|
|Walsall Bereavement Support Service|£10,000|Towards their 'The Swing' project|
|B:Music Ltd|£10,000|To provide DJ and music production workshops to young|
|||people in Birmingham|
|African French-Speaking Community Support|£10,000|Towards funding a Freelance Tutor, Music Tutor and Football|
|||coach and support costs for volunteers for their Youth Club|
|||project|
|The Springfield Project|£9,912|Towards their Seedlings 'Stay and Play' group|
|Khulisa|£9,615|To deliver Trauma and Resilience Training to professionals|
|||and families in Birmingham|
|Edwards Trust|£9,538|Towards salary costs of a Schools Counsellor|
|Central Africa Refugee Link, West Midlands|£8,500|Enhance grant towards developing robust leadership and|
|||governance to improve systems and outcomes and|
|||safeguarding updating.|
38
|Leadership Through Sport and Business|£8,000|To support 35 young people from Birmingham through our|
|---|---|---|
|(LTSB)||pre-employment programmes|
|Sandwell Citizens Advocacy|£8,000|To pilot an advocacy service for young carers aged 18-25yrs|
|Rising Stars Young People Services|£8,000|Towards the Shooting for Better Mental Health project|
|Ourside Youth Association|£8,000|To employ two Outreach Workers|
|Children and Families Across Borders (CFAB)|£8,000|Towards their Advice Line service|
|Transforming Lives for Good (TLG) Ltd|£7,500|Towards supporting young people at their Birmingham Centre|
|St. Margaret's Community Trust|£7,500|To run a weekly girls' group|
|Clothing Coventry|£7,500|Towards a children's support worker|
|Dynamis Adventures|£7,500|Towards the costs of offering twelve children from Hereford a|
|||free place on their schools outdoor activity programme|
|Ellen MacArthur Cancer Trust|£6,700|Towards the cost of a sailing voyage for seventeen young|
|||people from within the Eveson area|
|Kingswood Trust|£6,250|To deliver their 'Days in the Woods' project|
|Ledbury Poetry Festival|£6,000|Towards an Arts project for excluded young people|
|Tall Ships Youth Trust|£6,000|Towards a residential voyage for young people within our|
|||regions|
|The Outward Bound Trust|£5,096|Towards the costs of a residential course for disadvantaged|
|||young people|
|Family Action|£5,000|Towards the running costs of their 10 Birmingham FOOD|
|||Clubs for families struggling with food insecurity|
|Prison Fellowship|£5,000|Towards their Angel Tree project providing Christmas gifts to|
|||children whose parents are in prison|
|Family Holiday Charity|£5,000|Towards family holidays for disadvantaged children|
|Farms for City Children|£5,000|To subsidise the cost of children to attend a farm experience.|
|Go Beyond (formerly CHICKS)|£5,000|To provide residential breaks|
|Action Tutoring|£5,000|To provide volunteer tutoring to schools in our region|
|Marine Society and Sea Cadets|£5,000|Towards the running costs of waterborne activities for|
|||disadvantaged children|
|First Give|£5,000|Towards delivering social action programmes in schools|
|Birmingham Opera Company|£5,000|Towards their 'Four Hubs' programme|
|The People's Orchestra|£5,000|Towards their youth development programme, Gateway|
|Kinship Carers UK|£5,000|Towards running costs|
|Leaps and Bounds Trust|£5,000|Towards the cost of delivering their 'Blank Wall' project to|
|||disadvantaged young people in Halesowen|
|Hall Green Youth|£4,500|To provide focussed mental wellbeing support|
|Worcester Play Council|£4,000|Towards activity play sessions at Worcester Community Trust|
|||sites|
|Active Training and Education Trust|£3,552|Towards funded places for disadvantaged children to attend|
|||an 8-day superweek summer camp.|
|Colwall Community Church|£3,490|Towards transport costs for the young people to attend the|
|||group|
|StreetGames UK|£3,000|To send disadvantaged young people to a 3-day|
|||Commonwealth Games Camp|
|Big Brum (Theatre in Education) Co.Ltd.|£3,000|Towards their drama workshops project|
39
|Walsall Bangladeshi Progressive Society|£3,000|To employ two youth workers for afterschool activities|
|---|---|---|
|Women & Theatre (Birmingham) Limited|£3,000|Towards delivery of their Word Lounge Theatre|
|Three Choirs Festival Limited|£2,500|Towards the Classical Stories project|
|The Reading List Foundation|£2,500|To provide ten Reading List scholarships|
|Sudden Productions|£2,500|Towards their 'Love Trap' production and workshops raising|
|||awareness of child sexual exploitation and grooming|
|Sandwell Asian Development Association|£1,000|Towards replacement boxing equipment|
|**Total Disadvantaged Children**|**£1,139,193**||
|**(95 grants)**|||
|**The Blind and the Deaf**|||
|Birmingham Hippodrome Theatre Trust|£10,000|Towards deaf awareness training for teams and launch of|
|||work experience programme for 20 young SEN people from|
|||partner schools|
|The Living Paintings Trust|£9,000|To provide Touch to See books|
|Deaf World|£8,500|Towards driving lessons to support deaf young people|
|||passing their driving test|
|Coventry Resource Centre for the Blind|£7,543|Enhance - to improve IT systems and a new CRM system|
|The Macular Disease Society|£6,000|Towards regional service costs|
|The Royal Society for Blind Children|£6,000|Towards the Families First therapy and support service|
|MACS (Microphthalmia, Anophthalmia &|£5,000|Towards their support for family members|
|Coloboma Support)|||
|Blind in Business Trust|£5,000|Towards supporting blind/sight impaired graduates from|
|||Birmingham into employment|
|**Total The Blind and the Deaf**|**£57,043**||
|**(8 grants)**|||
|**People with Disabilities**|||
|The Myriad Centre Ltd|£400,000|Towards the cost of the redevelopment and expansion of|
|||their current premises|
|The Cart Shed Charity|£40,000|To provide a 4-seasons yurt and funding to run a programme|
|||focussed on autism|
|Family Care Trust|£40,000|Towards the cost of building a new canteen/function room to|
|||support work for people with learning disabilities|
|Yeleni Therapy & Support Ltd|£25,000|Towards running costs|
|Herefordshire Headway|£25,000|Towards running costs|
|ECHO for Extra Choices Across North|£25,000|Towards running costs|
|Herefordshire|||
|Refuge|£25,000|Towards the Domestic Abuse helpline|
|Heart of England Mencap|£25,000|To refurbish their home in Evesham|
|Worcester Warriors Community Foundation|£22,500|Towards purchasing two vehicles|
|Headway Worcestershire|£20,000|Towards running costs|
|Severn Valley Railway Charitable Trust|£20,000|To create a wheelchair accessible buffet car|
|Resources for Autism|£20,000|Towards running their services in the West Midlands|
|Herefordshire MS Therapy Centre|£20,000|Towards automatic entrance doors and specialist exercise|
|||equipment|
|Worcester Snoezelen CIO|£20,000|Towards running costs|
|Stroke Association|£20,000|Towards the cost of an Engagement Officer|
|Aspire|£16,935|Towards recruiting an Assistive Technologist|
|HUMEN|£16,489|Towards opening a Birmingham Space|
|Wildgoose Rural Training|£15,000|Towards a fully adapted minibus|
|Acacia Family Support|£15,000|Towards running costs|
40
|Muscular Dystrophy Support Centre|£15,000|Towards the expansion and ongoing delivery of their clinical|
|---|---|---|
|||services in the West Midlands|
|Salus Fatigue Foundation|£14,478|Towards staff members salaries|
|Tempo Time Credits|£13,775|To create volunteering opportunities for people with Mental|
|||Health problems in Birmingham|
|SHINE|£12,500|Towards regional service costs|
|Bethel Health and Healing Network|£12,500|Towards running costs|
|Revitalise Respite Holidays|£10,395|Towards respite breaks for people|
|Down's Syndrome Association|£10,000|Towards their Workfit programme|
|Birmingham Centre for Arts Therapies|£10,000|Towards providing art therapies to severely disadvantaged|
|||children and adults suffering from mental health problems|
|Diabetes UK|£10,000|Towards the cost of Health Care packs|
|Being You Therapy|£10,000|Towards counselling costs|
|Ovacome|£10,000|Towards running costs for their West Midlands Hub|
|Society for Horticultural Therapy (Thrive)|£10,000|Towards their LifeChangers therapeutic gardening|
|||programme|
|Cystic Fibrosis Trust|£10,000|Towards their Welfare Grants Programme|
|The Parochial Church Council for the|£10,000|Enhance - to establish the Emotional Wellbeing Service as a|
|Ecclesiastical Parish of St Germain,||separate CIO|
|Edgbaston|||
|Heart Care (Walsall Rehabilitation & Healthy|£10,000|Towards running costs|
|Living Trust)|||
|Black Country Living Museum Trust|£10,000|Towards disabled facilities for their new Learning Centre|
|Canine Partners for Independence|£10,000|To provide their aftercare service in our regions|
|North Herefordshire Shopmobility Project|£10,000|Towards running costs and maintenance of equipment|
|Brain Tumour Support|£10,000|Towards regional service costs|
|Aston Villa Foundation|£10,000|To deliver their disability multi-sport sessions|
|Support After Murder and Manslaughter|£10,000|Towards recruiting volunteers and supporting beneficiaries in|
|(SAMM)||the West Midlands|
|Walking with the Wounded|£10,000|Towards their 'Head Start' therapy programme in the West|
|||Midlands|
|CASBA|£10,000|Towards running costs to maintain their core advocacy|
|||service|
|Solihull Moors Foundation|£10,000|Towards their disability sports and social programme Ability|
|||Counts|
|Chadsgrove Educational Trust Limited|£9,890|Enhance - towards a feasibility report for a new specialist|
|||SEND College in Worcestershire|
|EnviroAbility|£9,888|To purchase a Jack Leg Container in which to run workshops|
|Birmingham Disability Resource Centre|£9,856|Enhance - Towards financial, governance and GDPR system|
|||reviews|
|Where Next Association|£9,400|Enhance -Towards consultancy for energy feasibility study|
|||and income generation strategy|
|Listening Books|£9,000|Towards running costs|
|Solihull Action through Advocacy|£8,000|Towards running costs|
|Birmingham Disability Resource Centre|£8,000|Towards their Fit for Life project|
|Back Up Trust|£8,000|Towards the cost of running their Peer Support programme in|
|||the West Midlands|
|Bipolar UK|£7,748|To pilot a physical activity peer support group|
|The Bridge Counselling Service|£7,604|Towards an administrator's salary|
|Resources for Autism|£7,500|Enhance - Towards consultancy costs for organisational|
|||development|
|Spinal Muscular Atrophy UK|£7,500|Towards their support services for beneficiaries in our region|
|Becoming Families|£7,500|To run maternal mental health wellbeing days|
|Adavu|£7,000|Towards running costs|
41
|Meningitis Now|£7,000|Towards the cost of their professional counselling, peer|
|---|---|---|
|||support and regionally based Community Support Officer|
|||(CSO)|
|Side by Side Theatre Company Stourbridge|£6,000|Towards running costs|
|Bowel Cancer UK|£6,000|Towards supporting people within our regions|
|Options for Life|£5,940|Enhance - towards the cost of designing and developing a|
|||new website for the charity|
|Calibre Audio|£5,880|Towards providing audio books for disabled people across|
|||our regions|
|The Sandcastle Trust|£5,000|Towards the Family Respite Service|
|Ex Cathedra|£5,000|Towards their Singing Medicine Projects|
|Huntington's Disease Association|£5,000|Towards their Advisory Service|
|The Pituitary Foundation|£5,000|Towards their Nurse Helpline service|
|Social Orientation and Relief Association|£5,000|To provide mental health and wellbeing activity sessions|
|(SOORA ASSOCIATION)|||
|Changing Faces|£5,000|Towards the Support and Information line and counselling|
|||support in the West Midlands|
|Fitzroy Support|£5,000|Towards the cost of building a sensory garden cabin at Lee|
|||Gordon House, Coventry|
|The Ehlers-Danlos Support UK|£5,000|Towards running local support groups and helpline|
|We are Farming Minds|£5,000|Towards administrative support|
|Freedom from Torture|£4,642|Towards a pain self-management programme|
|Salus Fatigue Foundation|£4,500|Enhance - consultancy on governance and strategy|
|EVA Evesham Riverside Shopmobility|£4,000|Towards running costs|
|Family Care Trust|£4,000|Additional grant towards the canteen/function room.|
|Perkisound CIO|£3,750|Towards service running costs|
|Climbing Out|£3,656|To fund 4 people to attend a 5-day outdoor residential|
|||programme|
|British Epilepsy Association|£3,620|Towards the Helpline|
|National Schizophrenia Fellowship - AKA|£3,593|To support their Peer Support Groups in Walsall and Dudley|
|Rethink Mental Illness|||
|InterAct Stroke Support|£3,500|To provide an interactive reading service at Moseley Hall|
|||Hospital|
|Odyssey Project Ltd.|£3,177|To provide sponsored places on a residential course for adult|
|||cancer suffers|
|The Lily Mae Foundation|£3,000|Enhance - towards advice and training on accounting|
|||systems|
|Willow Foundation|£3,000|Towards their Special Day services|
|Coventry Stroke Survivors|£3,000|Towards the cost of running their activity groups|
|Vamos Theatre|£2,500|To support development of Vamos Central|
|Books Beyond Words|£2,000|Towards forming book clubs in the West Midlands|
|The National Rheumatoid Arthritis Society|£2,000|Towards their Helpline, information and support|
|(NRAS)|||
|Disability in action Dudley|£1,000|Towards group activities|
|Brierley Hill Samaritans|£1,000|To train more volunteers for their Listening and Outreach|
|||Teams|
|**Total People with Other Disabilities**|**£1,318,216**||
|**(89 grants)**|||
42
## **Hospitals**
|**Hospitals**|||
|---|---|---|
|Midlands Air Ambulance Charity|£40,000|Towards running costs.|
|Hereford Hospital Radio Service|£24,000|To relocate studio and charity base|
|St John Ambulance|£21,500|To replace fleet vehicles|
|Hereford & Worcester First Responders|£15,000|Towards running costs|
|The Dudley Group NHS Foundation Trust|£13,000|Towards the purchase and installation of 8 large screen|
|Charity||televisions|
|DEBRA|£10,000|To fund a dietician at Birmingham Women's and Children's|
|||Hospital|
|The Lily Mae Foundation|£10,000|To provide memory boxes to eight hospitals|
|The Neurofibromatosis Association|£10,000|Towards delivering their Specialist Support Service|
|Home From Hospital Care|£10,000|Towards running costs|
|Hereford Hospital Radio Service|£4,500|Additional moving costs|
|**Total Hospitals (10 grants)**|**£158,000**||
|**Hospices**|||
|Birmingham Hospice|£65,000|Towards running costs.|
|The Mary Stevens Hospice|£50,000|Towards running costs|
|St. Richard's Hospice Foundation|£50,000|Towards running costs|
|Primrose Hospice|£33,789|To fund clinical and mental health wellbeing support|
|St. Michael's Hospice, Hereford|£30,000|Towards running costs|
|St Giles Hospice|£25,000|Towards running costs|
|The Myton Hospices|£20,000|Towards running costs for day bed services at Myton|
|||Coventry|
|Zoë's Place Trust|£20,000|Towards nursing salaries|
|Marie Curie|£20,000|Towards running costs at their Solihull hospice|
|KEMP Hospice (Kemp House Trust)|£15,000|Towards bereavement counselling for children/young people|
|**Total Hospices (10 grants)**|**£213,789**||
## **The Elderly**
Age UK Herefordshire & Worcestershire **£220,000** Towards the cost of the Information and Advice service in 4 local branches Ryders Green Methodist Day Centre **£25,000** Towards a minibus Worcester Wheels Community Transport **£25,000** Towards transport leads salary and to recruit a wellbeing support worker The St John and Red Cross Defence Medical **£22,148** Towards the Herefordshire Welfare Service Welfare Service Age Concern - Birmingham **£22,000** Towards the salary of their Advice worker St Albans Community Association **£20,288** Towards the costs of an additional driver and escort for their minibus service. YMCA Walsall (formerly First Base Walsall) **£20,000** Towards costs of delivering their Better Together project Better Understanding of Dementia for **£15,000** Towards service running costs and purchase of Omi Sandwell (BUDS) Projector Ryders Green Methodist Day Centre **£15,000** Towards their Alleviation of Poverty Project and core costs St. Andrew's House **£15,000** Towards upgrading the heating system in the home Re-engage **£15,000** Towards service running costs Ross on Wye Men's Shed **£15,000** Towards running costs and equipment ESO (2006) Ltd **£13,000** To delivery concerts in Care Homes, Day Centres and Hospices across our regions The Cotteridge Church Day Centre **£11,403** Towards employment costs for two apprentices Age UK Solihull **£10,000** Towards their Linking People Together Scheme Walsall Black Sisters Collective **£10,000** Towards running costs Community Voluntary Action Ledbury and **£10,000** Towards running costs District
43
|Spitfire Advice and Support Services Ltd|**£10,000**|Towards crisis support for the elderly|
|---|---|---|
|Age UK|**£10,000**|Towards costs of their Telephone Friendship service in|
|||Birmingham and the West Midlands|
|MHA Communities South & West Birmingham|**£9,000**|Towards salary costs and befriending services|
|Coundon Care at Allesley Park|**£7,500**|Towards transport and vehicle maintenance costs|
|Maryvale Community Project|**£6,000**|Towards running costs|
|St Albans Community Association|**£5,000**|Enhance - towards a feasibility study for an extension to the|
|||building and a fundraising report.|
|A&A Services West Midlands|**£5,000**|Towards activities for the elderly|
|Relate Worcestershire|**£5,000**|To provide free/subsidised counselling to the over 55s|
|Birmingham Retirement Council|**£3,175**|Towards repair of a community ballroom floor|
|Sahara (Coventry) Ltd|**£3,000**|Towards the Healthy Elders project|
|New Hope Global|**£3,000**|Towards mental and physical health programme for the|
|||elderly|
|Making Space|**£2,000**|Towards activities for elders|
|Everybody Dance|**£850**|Towards dance classes for the elderly|
|**Total Elderly (30 grants)**|**£553,364**||
## **The Homeless**
|**The Homeless**|||
|---|---|---|
|ETHOS - Extending The Hand of Support|£50,000|Towards the CEO and Operation Manager's salaries|
|St Pauls Hostel (Worcester)|£40,000|Towards running costs|
|Caring Hands in the Vale|£40,000|Towards building costs for the new Health Hub for homeless|
|||people|
|Betel of Britain|£35,000|Towards running costs|
|Anawim - Women Working Together|£30,000|Towards running costs|
|Coventry Refugee and Migrant Centre|£30,000|Towards their Combatting Destitution project|
|St. Anne's Hostel|£30,000|Towards cost of Housing Officer and Utility bills|
|Bosnia and Herzegovina UK Network|£28,607|To employ a part-time Ukrainian refugee support worker|
|Maggs Day Centre|£28,000|Towards running costs|
|Herefordshire Vennture|£25,000|Towards Hereford Night Shelter|
|SHELTER-The National Campaign for|£25,000|Towards their Housing Rights service in Birmingham|
|Homeless People Ltd|||
|Wyre Forest and South Worcestershire|£20,000|Towards the cost of a trained mediator|
|Nightstop & Mediation Service|||
|Coventry Citizens Advice|£20,000|To part-fund a homeless caseworker|
|North Worcestershire Basement Projects|£20,000|Towards running costs|
|KAIROS Women Working Together|£20,000|Towards running costs|
|Birmingham City Mission|£15,000|Towards running costs for the Care Centre|
|Severn Angels Housing and Support|£15,000|Towards cost of a Support Worker|
|Top Church Training|£12,000|To cover the cost of a Specialist Worker|
|Citizens Advice Worcester and Herefordshire|£11,000|Towards their SmartMove and SmartLets schemes|
|Sandwell Homeless & Resettlement Project|£10,000|Towards the running costs of their Gables Hostel in Sandwell|
|The Big Issue Foundation - DO NOT USE|£10,000|Towards Team Leader salary for Birmingham & West Mids.|
|Hope Projects (West Midlands) Ltd|£10,000|Towards the salary of a housing support worker|
|Good Shepherd Services|£10,000|Towards a skilled advice worker|
|Church of England Children's Society|£10,000|To provide mental health support to refugees|
|NewStarts|£10,000|Towards Operation, Office and Warehouse managers'|
|||salaries|
|St. George's House Charity|£10,000|Towards running costs|
44
|Standing Tall CIO|£6,000|Towards running costs|
|---|---|---|
|Lozells Methodist Church|£6,000|Towards the cost of delivering their weekly drop in services|
|||'Tea & Toast' and the Soup Kitchen|
|Worcestershire Community Foundation|£5,000|Towards support for Ukrainian refugees|
|HumanitAid|£2,000|Towards online language courses for Ukrainian refugees|
|St Chad's Sanctuary CIO|£2,000|Towards the manager's salary for 6 months|
|Coventry Peace House Education Trust|£1,650|Towards running costs|
|**Total the Homeless (32 grants)**|**£587,257**||
|**More Than One Category**|||
|Bosnia and Herzegovina UK Network|£200,000|Towards the purchase of a building for a new community|
|||centre for refugees.|
|The Jericho Foundation|£50,000|Towards running costs|
|The Parochial Council of the Ecclesiastical|£15,000|Towards employing a Community Pastor to lead on the St|
|Parish of St Martins||Martin's FoodShare project.|
|HOPE for Children and Their Families|£15,000|Towards running costs|
|Centre for Equality & Diversity|£13,500|Towards running costs|
|FoodCycle|£10,000|Towards running costs|
|FirstLight Trust|£10,000|Towards a Hereford Support Worker|
|Voluntary Action - Coventry|£10,000|Towards their Improving Lives Courses|
|All Saints Action Network (ASAN)|£10,000|Towards a wood burning heating system|
|Redeemer Church Birmingham|£10,000|Towards running costs|
|FareShare Midlands|£10,000|Towards running costs for their Nechells Distribution Centre|
|Old Hall People's Partnership|£9,500|Towards their Fresh Start project|
|Kings Community Church|£8,000|Towards the cost of their Wage for Debt service|
|Hay & District Dial-a-Ride|£7,500|Towards running costs|
|The GAP Christian Family Centre|£5,000|Towards running costs|
|Ross-on-Wye Community Development Trust|£5,000|Towards costs to deliver the Good Neighbourhood scheme|
|Narthex Sparkhill|£5,000|Towards running costs|
|Herefordshire Veteran Support Centre|£5,000|Enhance - for consultancy in relation to business strategy and|
|||fundraising|
|The Armchair Trust|£3,500|Towards staff wages and vehicle running costs|
|Prisoners' Education Trust|£3,474|To deliver educational opportunities to 6 prisoners aged|
|||under 25 and over 50|
|Cape Community Care Day Centre|£3,000|Enhance - towards safeguarding and Health & Safety training|
|||for managers, staff and volunteers|
|Birmingham PlayCare Network|£2,252|Towards new IT & communications equipment and core costs|
|The Dads Lane Community Association|£2,000|Towards providing a Warm Space for those in need|
|The Black Mountains Chamber Music Trust|£1,877|To support therapeutic music outreach events at the|
|||Fitzwilliam@Hay Chamber Music Festival for children in care|
|||and adults with dementia.|
|**Total More than One Category**|**£414,603**||
|**(24 grants)**|||
45