| Page | |||
|---|---|---|---|
| Charity information |
|||
| Trustees' | Report | 2-6 | |
| Report of | the auditors | 7-9 | |
| Statement | offinancial | activities | 10 |
| Balance sheet | |||
| Statement | ofcash flows | 12 | |
| Notes to the financial | statements | 13-22 | |
| Appendix | —Grants awarded | 22- 32 |
| Trustees | Professor M |
A Pearson —Chair | A Pearson —Chair | A Pearson —Chair | A Pearson —Chair | A Pearson —Chair | |||
|---|---|---|---|---|---|---|---|---|---|
| R M Parkinson | |||||||||
| DJ Parkinson | |||||||||
| Professor R | T Ramsden, | MBE | |||||||
| J P Manduell | (Resigned | 28 | September 2022) | ||||||
| Professor C | P Sibley | ||||||||
| Professor C | H Toh, CBE (Appointed | 20 April 2023) | |||||||
| Registered | office | 50 Fountain | Street | ||||||
| Manchester | |||||||||
| M2 2AS | |||||||||
| Investment | manager | CCLA Investment | Managers | Limited | |||||
| 1 Angel Lane | |||||||||
| London | |||||||||
| EC4R 3AB | |||||||||
| Solicitors | Hill Dickinson | LLP | |||||||
| 50 Fountain | Street | ||||||||
| Manchester | |||||||||
| M2 2AS | |||||||||
| Auditor | MHA Moore | and Smalley | |||||||
| Richard House |
|||||||||
| 9 Winckley Square | |||||||||
| Preston | |||||||||
| PR1 3HP | |||||||||
| Bankers | Handelsbanken | Bank | |||||||
| First Floor | |||||||||
| Beckett House | |||||||||
| Poulton-Le-Fylde | |||||||||
| FY68JX | |||||||||
| Charity registration | number | 214684 |
| Designated | Designated | Total | Total | |||||
|---|---|---|---|---|---|---|---|---|
| Unrestricted | income | capital | funds | funds | ||||
| funds | funds | funds | 2023 | 2022 | ||||
| Note | f. | |||||||
| Income and endowments | from: | |||||||
| Investments | 3 | 620,706 | 2,129 | 622,835 | 751,261 | |||
| Total income and | endowments | 620,706 | 2,129 | 622,835 | 751,261 | |||
| Expenditure on: |
||||||||
| Charitable activities |
4 | 283,537 | 100,002 | 383,539 | 741,454 | |||
| Total expenditure | 283,537 | 100,002 | 383,539 | 741,454 | ||||
| Net income/(expenditure) | 337,169 | (97,873) | 239,296 | 9,807 | ||||
| Transfers between |
funds | 12 | (180,000) | 180,000 | ||||
| Net income/(expenditure) | before | 157,169 | 82,127 | 239,296 | 9,807 | |||
| Gains/(losses) on |
investments | |||||||
| Net gains/(losses) | on investment | 8 | (787,968) | (787,968) | 1,676,918 | |||
| assets | ||||||||
| Net movement in |
funds | 157,169 | 82,127 | (787,968) | (548,672) | 1,686,725 | ||
| Reconciliation offunds |
||||||||
| Total funds brought | forward | 181,040 | 65,104 | 21,020,945 | 21,267,089 | 19,580,362 | ||
| Total funds carried forward | 338,209 | 147,231 | 20,232,977 | 20,718,417 | 21,267,087 |
| Designated | Designated | Total | Total | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | income | capital | funds | funds | ||||||
| funds | funds | funds | 2023 | 2022 | ||||||
| Note | ||||||||||
| Fixed assets: | ||||||||||
| Investments | 20,232,977 | 20,232,977 | 21,020,945 | |||||||
| Current assets: | ||||||||||
| Debtors | 10 | 160,896 | 160,896 | 146,176 | ||||||
| Cash at bank and | in hand | 10 | 185,047 | 282,897 | 467,944 | 518,305 | ||||
| 345,943 | 282,897 | 628,840 | 664,481 | |||||||
| Liabilities: | ||||||||||
| Creditors: | amounts | falling | due | 11 | 7,734 | 135,666 | 143,400 | 319,071 | ||
| within one | year | |||||||||
| Net current. assets | 338,209 | 147,231 | 485,440 | 345,410 | ||||||
| Total assets less | current | liabilities | 338,209 | 147,231 | 20,232,977 | 20,718,417 | 21,366,353 | |||
| Creditors: | amounts | falling | due | 12 | 99,266 | |||||
| after more | than one | year | ||||||||
| Net assets | 338,209 | 147,231 | 20,232„977 | 20,718,417 | 21,267,087 | |||||
| The funds | ofthe | Trust: | 13 | |||||||
| Unrestricted | funds | 338,209 | 338,209 | 181,040 | ||||||
| Designated | income | funds | 147,231 | 147,231 | 65,104 | |||||
| Designated | capital | funds | 20,232,977 | 20,232,977 | 21,020,943 | |||||
| 338,209 | 147,231 | 20,232,977 | 20,718,417 | 21,267,087 |
| FOR | THE YEAR ENDED 3 | 1 MARCH | 2023 | |||||
|---|---|---|---|---|---|---|---|---|
| Total | Total | |||||||
| funds | funds | |||||||
| 2023 | 2022 | |||||||
| Note E |
||||||||
| Cash | flows from operating | activities: | ||||||
| Net cash used in operating | activities | (673,196) | (607,931) | |||||
| Cash | flows from investing | activities: | ||||||
| Dividends and interest from |
investments | 622„835 | 605,085 | |||||
| Proceeds from sale of investments | ||||||||
| Purchase of investments |
||||||||
| Net cash generated from/(usedin) investing |
activities | 622,835 | 605,085 | |||||
| Change in cash and cash | equivalents | in | the | reporting period | (50,361) | (2,846) | ||
| Cash | and cash equivalents | at the beginning | of | the reporting | period | 518,305 | 521,151 | |
| Cash | and cash equivalents | at the end ofthe reporting | period | 467,944 | 518,305 | |||
| Reconciliation | of net income/(expenditure) | to net cash flow from operating activities: |
||||||
| 2023 | 2022 | |||||||
| Net expenditure for the reporting period |
(548„672) | 1,686,725 | ||||||
| Adjustments for: |
||||||||
| (Gains)/losses on |
investments | 787,968 | (1,676,918) | |||||
| Dividends and interest from investrrents |
(622,835) | (751,261) | ||||||
| Increase/(Decrease | in debtors) | (14,720) | ||||||
| Decrease in creditors |
(274,937) | 133,523 | ||||||
| Net cash used in |
operating | activities | (673,196) | (607,931) | ||||
| 2023 | 2022 | |||||||
| f | ||||||||
| Current account | 467,944 | 518,305 | ||||||
| 467,944 | 518,305 | |||||||
| 2 | Analysis ofcash and cash equivalents | |||||||
| 2023 2022 |
||||||||
| f | ||||||||
| Current account | 467,944 518,305 |
|||||||
| 467,944 518,305 |
| 2023 | 2022 | |||
|---|---|---|---|---|
| Investm | ent in corn e | |||
| Income | from investment | fund units | 619,962 | 751,213 |
| Bank interest | 2,873 | 48 | ||
| 622,835 | 751,261 |
| 2023 | 2022 | ||||||
|---|---|---|---|---|---|---|---|
| Grants | expenditure (note |
8): | |||||
| Grants | payable to charities | not specified | in the schedule | to the Trust Deed | 215,593 | 580,927 | |
| Grants | payable to charities | specified | in | the schedule to | the Trust Deed | ||
| Tramlling fellowship awards |
90,000 | 84,344 | |||||
| 305,593 | 665,271 | ||||||
| Grant | related support costs: | ||||||
| Governance and support costs (Note |
7) | 77,946 | 76,183 | ||||
| 383,539 | 741,454 |
| Allocation | ofgovernance and |
other support costs | |||
|---|---|---|---|---|---|
| Governance | Support | 2023 | 2022 | ||
| Trustees' | remuneration | 7,350 | 20,400 | 27,750 | 29,000 |
| Trustees' | expenses | 473 | 473 | 1,564 | |
| Website 8 advertising | 3,210 | 3,210 | 2,931 | ||
| Secretarial | Services | 36,660 | 36,660 | 33,700 | |
| Secretarial | Expenses | 31 | 31 | 52 | |
| Audit & accountancy |
7,062 | 7,062 | 5,862 | ||
| Bookkeeping | 2,760 | 2,760 | 2,850 | ||
| Other | 224 | ||||
| 14,412 | 63,534 | 77,946 | 76,183 |
| 2023 | 2022 | ||||
|---|---|---|---|---|---|
| f. | E | ||||
| The following | amounts | were paid to the Trustees | in respect oftheir services as | ||
| trustee: | |||||
| RM Parkinson | 4,500 | 6,500 | |||
| Professor | C P | Sibley | 4,500 | 4,500 | |
| Professor | RT | Ramsden | 4,500 | 4,500 | |
| Professor | M A Pearson | - Chair | 7,500 | 7,500 | |
| J P Manduell | 2,250 | 4,500 | |||
| DJ Parkinson | 4,500 | 1,500 | |||
| 27,750 | 29,000 |
| 2023 | 2022 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Balance payable brought |
forward | 404,755 | 273,652 | |||||||
| Previously awarded grants released |
(29,604) | (55,656) | ||||||||
| New grants awarded in the year |
335,197 | 720,927 | ||||||||
| Net grant cost in the year | (note 4) | 305,593 | 665,271 | |||||||
| 710,348 | 938,923 | |||||||||
| Grants | paid in the year |
(574,682) | (534,168) | |||||||
| Balance payable carried | forward | 135,666 | 404,755 | |||||||
| Being: | ||||||||||
| Due within one year (note | 11): | |||||||||
| Travelling Fellowship awards |
36,400 | 74,300 | ||||||||
| Other | 99„266 | 231,189 | ||||||||
| Due after more than one year (note | ||||||||||
| 10): | ||||||||||
| Other | 99,266 | |||||||||
| 135,666 | 404,755 | |||||||||
| During the year grants were made to 43 |
(2022: 46) institutions | as | detailed | below | for the following | |||||
| purposes: | ||||||||||
| 2023 | 2022 | |||||||||
| F | E | |||||||||
| Medical charities including |
medical research | 43,317 | 380,979 | |||||||
| Charities in connection with |
old people | 14,000 | ||||||||
| Charities assisting |
people who have fallen | upon | evil times through | no | 144,000 | 199,948 | ||||
| fault oftheir own | ||||||||||
| Scheduled charities |
||||||||||
| Other charitable purposes |
14,276 | |||||||||
| Total grants made to Charities |
215,593 | 580,927 | ||||||||
| Travelling Fellowships and grants |
90,000 | 84,344 | ||||||||
| Total grants made | 305,593 | 665,271 |
| Fi | xed asset investments | ||
|---|---|---|---|
| 2023 | 2022 | ||
| f | f | ||
| a. | Capital account | ||
| Market value brought forward at 1 April 2022 |
21,020,945 | 19,344,026 | |
| Additions to inmstments at cost |
|||
| Disposals at carrying value |
|||
| Net gain/(loss) on revaluation |
(787,968) | 1,676,918 | |
| Market value as at 31 March 2023 | 20,232,977 | 21,020,945 | |
| Historical cost as at 31 March 2023 | 18,826,540 | 18,826,540 | |
| Inmstments at market value comprised: |
|||
| Pooled inmstment chicle |
20,232,977 | 21,020,945 | |
| Market value as at 31 March 2023 | 20,232,977 | 21,020,945 | |
| b. | Income reserve account | ||
| Market value brought forward at 1 April 2022 |
|||
| Additions to inwstments at cost |
|||
| Disposals at carrying value |
|||
| Net gain/(loss) on revaluation |
|||
| Market value as at 31 March 2023 | |||
| Historical cost as at 31 March 2023 | |||
| c. | Total market value as at 31 March 2023 | 20,232,977 | 21,020,945 |
| 2023 | 2022 | |||||
|---|---|---|---|---|---|---|
| Z | ||||||
| Accrued | Income | 146,176 | 146,176 | |||
| Grant | return | 14720 | ||||
| Debtors | 160,896 | 146,176 | ||||
| Cash | at | Bank | 467,944 | 518,305 | ||
| Current | assets | 628,840 | 664,481 | |||
| 11 | Analysis | ofcurrent liabilities | ||||
| 2023 | 2022 | |||||
| f | ||||||
| Creditors | and Accrued Charges | 7,734 | 13,584 | |||
| Grants | Payable | 135,666 | 305,487 | |||
| 143,400 | 319,071 | |||||
| 12 | Analysis | of long-term | liabilities | |||
| 2023 | 2022 | |||||
| f | f | |||||
| Grants | Payable | 99,266 | ||||
| 99,266 |
| Analysis | o | fcharita | ble funds —curre |
nt year | ||||
|---|---|---|---|---|---|---|---|---|
| Balance | Balance | |||||||
| at 1 April | Gains and | at 31 March | ||||||
| 2022 | Income | Expenditure | Transfers | losses | 2023 | |||
| F | ||||||||
| Unrestricted | funds: | |||||||
| Income | account | 181,040 | 620,706 | (283,537) | (180,000) | 338,209 | ||
| Designated | income | funds: | ||||||
| income | reserve | 65,104 | 2,129 | (10,002) | 90,000 | 147,231 | ||
| account | ||||||||
| Travelling | fellowship | (90,000) | 90,000 | |||||
| account | ||||||||
| Designated | capital funds: | |||||||
| Capital account | 21,020,945 | (787,968) | 20,232,977 | |||||
| 21,267,089 | 622,835 | (383,539) | (787,968) | 20,718,417 |
| Analysis o |
fcharita | ble funds —prev |
ious year | ||||
|---|---|---|---|---|---|---|---|
| Balance | Balance | ||||||
| at 1April | Gains and | at 31March | |||||
| 2021 | Income | Expendituref | Transfers | losses | 2022 | ||
| Unrestricted | funds: | ||||||
| Income account | 1,992 | 751,236 | (387,844) | (184,344) | 181,040 | ||
| Designated | income | funds: | |||||
| Income reserve | 234,345 | 25 | (269,266) | 100,000 | 65,104 | ||
| account | |||||||
| Travelling fellovvship |
(84,344) | 84,344 | |||||
| account | |||||||
| Designated | capital | funds: | |||||
| Capital account | 19,344,025 | 1,676,918 | 21,020,945 | ||||
| 19,580,362 | 751,261 | (741,454) | 1,676,918 | 21,267,087 |
| Designated | Designated | At | |||||
|---|---|---|---|---|---|---|---|
| Unrestricted | income | capita | I | 31 March | |||
| funds | funds | funds | 2022 | ||||
| F | E | ||||||
| Fund balances at 31 March 2022 are | |||||||
| represented | by: | ||||||
| Investments | 21,020,943 | 21,020,943 | |||||
| Current | assets | 325,811 | 338,670 | 664,481 | |||
| Creditors | falling due within one year | 45,505 | 273,566 | 319,071 | |||
| 371,316 | 612,236 | 21,020,943 | 22,004,495 |
| Appendix A —Grants made to Charities |
sp | ecifi | e | d | in the schedule | to the | Trust | Deed | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Total | Total | |||||||||
| 2023 | to date | |||||||||
| Blind Veterans Uk (formerly St Dunstan's) |
11,200 | |||||||||
| Ex-Services Mental Welfare Society | 33,000 | |||||||||
| Family Welfare Association | 64,228 | |||||||||
| Friends of the Elderly | 26,500 | |||||||||
| The Friends of St Katherine's House (formerly StJohn's Hostels for |
13,450 | |||||||||
| Elderly Ladies) (St Katherine's House Appeal Wantage) |
||||||||||
| The Gibb Fellowship Fund (formerly British |
Empire | Cancer Campaign) | 3,050 | |||||||
| Greater London Fund for the Blind |
20,550 | |||||||||
| Guild ofAid for Gentlepeople | 18,800 | |||||||||
| Independent Age (formerly Royal United |
Kingdom | Beneficent Association) | 5,000 | |||||||
| Invalid Meals of London (Invalid Kitchen |
of | London) | 2,050 | |||||||
| League of Remembrance | 7,050 | |||||||||
| MacMillan Cancer Support (formerly MacMillan |
Cancer Relief and | 53,300 | ||||||||
| Cancer Relief MacMillan Fund) |
||||||||||
| Moorfields Eye Hospital London (formerly |
Moorfields Westminster | and | 1,500 | |||||||
| Central Eye Hospital) | ||||||||||
| National Council of Social Service (formerly |
Old | People's Welfare | 3,450 | |||||||
| Association) | ||||||||||
| Navy League | 7,400 | |||||||||
| "Not Forgotten" Association | 27,000 | |||||||||
| People's Dispensary for Sick Animals |
16,600 | |||||||||
| Queen Alexandra Hospital Home (formerly |
Queen | Alexandra Hospital |
28,800 | |||||||
| Horre for Disabled Ex-Servicemen) |
||||||||||
| Royal Blind Society (Formerly Royal Blind |
Pension | Society of the | United | K | 36,003 | |||||
| Royal British Legion (various Branches) | 17,341 | |||||||||
| Royal Eye Hospital League of Friends (formerly |
Royal Eye Hospital) | 1,500 | ||||||||
| The Royal Marsden Cancer Campaign |
(formerly | the Royal Marsden | 49,650 | |||||||
| Hospital Charity) (Royal Marsden Hospital) |
(Royal | Cancer Hospital) | ||||||||
| Royal Medical Benevolent Fund |
2,450 | |||||||||
| Royal Wanstead Children's Foundation |
(Formerly | Royal Wanstead | 57,870 | |||||||
| School) | ||||||||||
| StJohn's Guild for the Blind Worthing |
5,050 | |||||||||
| St Martin-in-the-Fields Christmas Appeal |
Fund | 3,000 | ||||||||
| Schoolmistresses' and Governesses' Benevolent |
Institution | 34,300 | ||||||||
| Shipwrecked Fishermen and Mariners' |
Royal Benevolent Society | 8,250 | ||||||||
| Society for the Assistance of Ladies in |
reduced | Circumstances | 2,550 | |||||||
| 2 Care (formerly SOS Society) | 25,150 | |||||||||
| Winchester Hospital (Amenities Fund) |
1,200 | |||||||||
| 587,242 |
| Total | Total | ||||||
|---|---|---|---|---|---|---|---|
| 2023 | to date | ||||||
| Abbeyfield Knutsford Society |
5,000 | ||||||
| Abbeyfield Lancashire Extra Care |
Society | 10,000 | |||||
| AbScent | 3,000 | 3,000 | |||||
| Action for Dementia | 15,000 | ||||||
| Action on Elder Abuse | 15,000 | ||||||
| Acre Housing | 8,000 | ||||||
| Adullam Programme |
7,500 | ||||||
| A F &V Launchpad | 13,000 | ||||||
| Age Concern Liverpool |
& | Sefton | 5,000 | ||||
| Age UK (formerly Age Concern, | England) | 86,163 | |||||
| Age UK Lancashire | 27,990 | ||||||
| Age UK South Lakeland | 5,000 | ||||||
| Age UK Trafford | 5,000 | ||||||
| Aidis Trust | 7,500 | ||||||
| The Aldingbourne Trust |
5,000 | ||||||
| All Saints Church Thelwell |
5,000 | ||||||
| Alzheimer's Research Trust |
8,700 | ||||||
| Ambleside Parish Centre |
8,000 | ||||||
| Anthony Seddon (The) |
Fund | 3,300 | |||||
| Artlink, West Yorkshire |
2,500 | ||||||
| The Ashley Foundation |
10,000 | ||||||
| Asirus | 500 | ||||||
| Asylum Link Merseyside |
10,000 | ||||||
| Autistic Society, Greater | Manchester | Area (ASGMA) | 5,000 | ||||
| Back Care | 2,000 | ||||||
| Back on Track | 10,000 | ||||||
| Barnabus | 20,500 | ||||||
| Barrow & District Society | for the | Blind | 20,000 | ||||
| The Basement Night Drop-In Centre |
35,000 | ||||||
| BASIC (Brain and Spinal | Injury | Centre) | 20,000 | ||||
| Bath Institute of Medical |
Engineering | 22,500 | |||||
| Beacon Counselling | 3,295 | ||||||
| Bedford Guild House | 2,000 | ||||||
| Beds Garden Carers | 7,000 | ||||||
| Being There | 5,000 | ||||||
| Bendrigg Trust (formerly |
Lodge) | 5,000 | 46,500 | ||||
| Betel of Britain | 5,000 | ||||||
| Bipolar UK ( formerly MDF The |
Bipolar Trust) | 9,000 | |||||
| Birchall Trust (The) | 5,000 | ||||||
| Birkenhead Young Men's |
Christan | Association | 9,490 | ||||
| Blackpool Carers Centre | Ltd | 5,940 | |||||
| Bladder and Bowel Foundation | 3,000 | ||||||
| The Blind Society of North Tyneside | Limited | 2,000 | |||||
| Carried forward | 8,000 | 514,378 |
| ppendix B—Grants ma |
de | to | Charities | not specified in the sche |
dule to the Trust Deed | |
|---|---|---|---|---|---|---|
| Total | Total | |||||
| 2023 | to date | |||||
| Brought forward | 8,000 | 514,378 | ||||
| Blue Sky Trust | 5,000 | |||||
| The Boaz Trust | 5,000 | |||||
| Body Positive North West |
10,000 | |||||
| Bollington Community Association |
2,025 | |||||
| Bolton Deaf Society | 11,440 | |||||
| Bolton Carers Support | 15,000 | |||||
| Bolton North CAP Centre (St Peter's Church) | 3,000 | |||||
| Bolton STEPS | 5,000 | |||||
| Bowland Penine Mountain |
Rescue Team | 12,840 | ||||
| Breakthrough Uk |
2,000 | |||||
| Bradbury Fields |
17,500 | |||||
| Brain Centre (The) | 5,676 | |||||
| The Bridgend Centre |
2,000 | |||||
| Bridge Church Bolton |
6,000 | 11,000 | ||||
| British Disabled Angling |
Association | 5,000 | 5,000 | |||
| Bridge Priory Trust | 10,000 | |||||
| British Liver Trust | 10,000 | |||||
| British Red Cross | 10,000 | 240,000 | ||||
| British Skin Foundation | 13,596 | |||||
| British Stammering Association |
5,000 | |||||
| The Brittle Bone Society | 4,000 | |||||
| Bury Hospice | 15,000 | |||||
| Calibre Audio Library | 7,500 | |||||
| Calvert Trust | 55,000 | |||||
| Cancer Care North Lanes and | South Lakeland | 3,000 | ||||
| Cancer Support Scotland | 5,000 | |||||
| Canopy Housing Project |
6,300 | |||||
| Cancer Community Hub |
45,000 | |||||
| Care and Respite Support | Services | 5,000 | ||||
| Carer Support South Lakes | 5„000 | 11,000 | ||||
| Caring for Life | 25,500 | |||||
| Carlisle Eden Mind | 2,500 | |||||
| Chester Lodgings and Support |
Providers | (CLASP) | 2,500 | |||
| Children's Safety Education |
Foundation | 2,500 | ||||
| Christ Church Morton |
5,000 | |||||
| Christians Against Poverty |
14,500 | |||||
| Church Housing Trust |
16,500 | |||||
| Church in the Barn |
5,000 | |||||
| THE CHOIR WITH NO NAME | 2,800 | 2,800 | ||||
| Citizens Advice South Lakeland | 10,000 | |||||
| Clatterbridge Cancer Research |
5,000 | |||||
| CROP (Coalition for the | Removal of Pimping) | 5,000 | ||||
| The College ofSt Barnabus | 23,000 | |||||
| Carried forward | 36,800 | 1,182,055 |
| Total | Total | |||||||
|---|---|---|---|---|---|---|---|---|
| 2023 | to date | |||||||
| E | ||||||||
| Brought forward | 36,800 | 1,182,055 | ||||||
| Colne Open Door Centre Ltd | 5,000 | 5,000 | ||||||
| Community Cancer Hub |
(45,000) | |||||||
| Community Housing and Therapy |
8,000 | |||||||
| COMMUNITY LITTLE HULTON |
6,000 | 6,000 | ||||||
| COMMUNITY Lives matter |
4,200 | 4,200 | ||||||
| Cornerstone Community Care |
13,000 | |||||||
| Council for Assisting Refugee |
Academics | 60,000 | ||||||
| Council for at Risk Academies | 10,000 | |||||||
| The Counselling and Family Centre |
5,000 | |||||||
| Criminon UK |
5,768 | |||||||
| Crossroads Care East Lancashire |
4,650 | |||||||
| Crossroads Care North West |
2,700 | |||||||
| Cued Speech Association UK (Formerly |
Nationa | I Centre for Cued Speech) | 25,000 | |||||
| Cumbria Cerebral Palsy |
2,500 | |||||||
| Cumbria Community Foundation |
( including | Cum | bria Flood Relief Recovery | |||||
| Fund) | 17,500 | |||||||
| Cumbria Drug and Alcohol Advisory |
Service | 7,500 | ||||||
| Cumbria Rural Citizens Advice Bureau |
2,500 | |||||||
| Dart International UK |
2,500 | |||||||
| DEC Secretariat (for Somilia, |
East Africa) | 5,000 | ||||||
| Deaf Connections | 16,500 | |||||||
| Deafblind Scotland |
5,000 | |||||||
| DEMENTIA TOGETHER WIRRAL | 4,000 | 4,000 | ||||||
| Designability | 10,000 | |||||||
| Desitution Project |
8,000 | |||||||
| Diabetes UK |
28,597 | |||||||
| DISA Domestic Violence Centre | 5,000 | |||||||
| Disability Advice West Lanes | 9,300 | |||||||
| Disability Equility (NW) Ltd |
5,000 | |||||||
| Disability North |
3,500 | |||||||
| The Dukes | 28,000 | |||||||
| East Cheshire Hospice |
15,000 | |||||||
| East Coast Hospice | 10,000 | |||||||
| East Manchester Community |
Boat | 5,000 | ||||||
| East Meon Parachial Church Emerge 3R's |
Council | 8,510 30,000 |
||||||
| Emmaus Bolton |
10,000 | 15,000 | ||||||
| Emmaus Merseyside |
12,000 | |||||||
| Emmaus Salford |
10,000 | |||||||
| Empowered People |
6,000 | 10,500 | ||||||
| Excellent Development Limited |
26,455 | |||||||
| Family Tree Wirral | 1,500 | |||||||
| Carried forward | 72,000 | 1,590,735 |
| ppendix B —Grants |
m | ad | e to | C | harities not s |
pecified in the schedule |
to the Trust Deed (co | ntinued) |
|---|---|---|---|---|---|---|---|---|
| Total | Total | |||||||
| 2023 | to date | |||||||
| E | ||||||||
| Brought forward | 72,000 | 1,590,735 | ||||||
| Faith in the Community |
Fleetwood | 4,000 | 4,000 | |||||
| Fareshare | 15,000 | |||||||
| Fatima Women's Association | 10,000 | |||||||
| Federation ofJewish Services |
10,000 | |||||||
| Firstlight Foundation |
10,000 | |||||||
| Fishing for Heroes | 1,000 | |||||||
| Foodcycle | 5,000 | |||||||
| Footsteps 2000 Limited | 3,500 | |||||||
| The Foundation for Prevention |
of | Blindness | 5,000 | |||||
| Fortalice | 5,000 | |||||||
| The Friendship Circle |
3,500 | 3,500 | ||||||
| Frontline Trust | 3,000 | |||||||
| Furniture Matters |
3,000 | |||||||
| The Furniture Station |
10,000 | |||||||
| Fylde Coast Women's | Aid | 2,846 | ||||||
| The Genesis Breast Cancer Prevention Appeal |
9,650 | |||||||
| Good News Family Care | 2,500 | |||||||
| Greater Manchester Bangladesh |
Association | 1,000 | ||||||
| Grit Street Aid | 5,000 | |||||||
| Grizebeck Village Hall |
5,000 | |||||||
| Growing Well |
11,000 | |||||||
| Guild Initiative Furniture |
Trust (GIFT 92) | 3,000 | ||||||
| Halton Haven |
10,000 | |||||||
| Haslingden Community |
Link | 5,000 | ||||||
| Haven Trust Supporting | People | Limited | 5,000 | |||||
| Headway Devon |
5,000 | |||||||
| The Healing Foundation |
75,000 | |||||||
| Heartbeat | 5,000 | |||||||
| Heron Corn Mill/ Beetham |
Trust | 5,350 | ||||||
| HFT | 5,000 | |||||||
| The Fred Hollows Foundation |
2,500 | |||||||
| Higher Folds Community | Centre (Leigh) Ltd | 7,500 | 7,500 | |||||
| Hope for Justice | 10,000 | |||||||
| Hopes and Beams | 3,452 | |||||||
| Hornby Village Trust | 1,000 | |||||||
| Hospice at Home West | Cumbria | 8,000 | ||||||
| Housing Justice (fomerly |
The Catholic Housing | Aid Society) | 19,000 | |||||
| Humans MCR |
5,000 | |||||||
| Huntington's Disease |
Association | 29,500 | ||||||
| Hyndburn Homewise |
Society | 7,500 | ||||||
| Imagine IfTrust |
3,000 | |||||||
| Independence at Home |
5,000 | |||||||
| Carried forward | 87,000 | 1,935,533 |
| ppendix B —Grants ma |
d | e | to | C | h | arities not specif |
ied in the schedule to the |
Trust Deed (continued | ) |
|---|---|---|---|---|---|---|---|---|---|
| Total | Total | ||||||||
| 2023 | to date | ||||||||
| f | |||||||||
| Brought forward | 87,000 | 1„935,533 | |||||||
| Institute of Orthopaedics, | Oswestry | 274,835 | |||||||
| Institute of Psychiatry | 14,914 | ||||||||
| Interact Stroke Support | 8,000 | ||||||||
| International Aid Trust |
5,000 | 10,000 | |||||||
| International Services |
1,000 | ||||||||
| Jigsaw (Bury) | 3,000 | ||||||||
| Just-ice Poynton | 3,000 | ||||||||
| Justlife Foundation | 10,000 | ||||||||
| The Karen Hilltribes Trust |
27,274 | ||||||||
| Keekle Village Hall |
7,500 | ||||||||
| Kirkby-in-furness Community |
Centre | 10,000 | |||||||
| Kirkgate Arts | 2,500 | ||||||||
| Lancaster Christ Church | PCC | 2,500 | |||||||
| Lancaster Girls Grammar |
School | 6,000 | 26,000 | ||||||
| Lancaster University |
425,976 | ||||||||
| Lancaster University (Biomedical |
and Life Sciences | Division) | 24,000 | ||||||
| Lancaster University (Department |
of Biological Scie | nces) | 673,500 | ||||||
| Lancaster Citizens Advice | Bureau | 26,618 | |||||||
| Lancaster and District Homeless | Action Service | 33,000 | |||||||
| Lancaster Royal Grammar |
School | (Peel Further Ed | ucation Award) | 149,700 | |||||
| Lancashire Flood Appeal |
2,500 | ||||||||
| Lancashire Women's Centre |
7,500 | ||||||||
| Lake District Mobility | 3,700 | ||||||||
| L'Arche | 17,500 | ||||||||
| Lattitude Global Volunteering |
(formerly GAP Activity |
Projects) | 10,500 | ||||||
| LGBT Foundation | 5,000 | ||||||||
| Lightbeam academy |
5,000 | ||||||||
| Listening Books |
40,750 | ||||||||
| Liverpool | (9,160) | (9,160) | |||||||
| Liverpool Bereavement |
Services | 5,000 | |||||||
| Liverpool School ofTropical | Medicine | 55,420 | |||||||
| Limbless Association | 4,000 | ||||||||
| Live Music Now North West | 3,000 | 10,000 | |||||||
| The Livings Painting Trust |
2,000 | ||||||||
| LOL Foundation (The) |
5,000 | ||||||||
| London School of Hygiene | and Tropical Medicine | 28,000 | |||||||
| Macular Disease Society | 6,000 | ||||||||
| Making a Difference - Tameside | 7,000 | ||||||||
| Mali Medics | 500 | ||||||||
| Manchester alliance |
5,000 | ||||||||
| Manchester Camerata |
10,000 | ||||||||
| Manchester Cares |
10,333 | ||||||||
| Manchester Centre for Genome |
Medicine | 13,500 | |||||||
| Manchester City Mission |
12,500 | ||||||||
| Manchester Fungal Infection |
Group | 10,000 | |||||||
| Manchester Metropolitan |
University | 94,250 | |||||||
| Manchester Personal Support |
Unit (PSU) | 5,000 | |||||||
| Carried forward | 91,840 | 4,035,643 |
| Total | Total | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | to date | |||||||||
| F | ||||||||||
| Brought forward | 91,840 | 4,035,643 | ||||||||
| Manna House (Cumbria) |
15,000 | |||||||||
| Marfan Trust | 8,000 | |||||||||
| Mary Sunley Canal Boat | 5,000 | |||||||||
| Maternal and Fetal Health Research Centre |
10,781 | |||||||||
| Mellor and District Community | Assoc | 5,000 | ||||||||
| Mencap Liverpool |
9,000 | 9,000 | ||||||||
| Mersey Counselling and Therapy |
Centre | 3,200 | ||||||||
| Mobility Trust | 5,000 | |||||||||
| Mood Swings Network |
10,000 | |||||||||
| More Music in Morecambe The Motivation Charitable Trust |
7,500 | 7,500 34,000 |
||||||||
| Mustard Tree |
7,000 | 19,200 | ||||||||
| National Eye Research Centre |
8,500 | |||||||||
| National Gulf Veterans Families Association National Talking Newspapers (formerly The |
(NGVFA) Talking Newspaper |
Association | ofthe | 3,000 | ||||||
| UK) | 11,000 | |||||||||
| Neuromuscular Centre |
25, 1'33 | |||||||||
| New Bridge | 50,950 | |||||||||
| Newcastle University |
6,608 | |||||||||
| Nicky Alliance Day Centre (Manchester |
Jewish Community | Care) | 5,000 | |||||||
| North Argyll Eventide Home Association Northern Care Alliance Fund |
29,000 | 2,500 29,000 |
||||||||
| North Lancashire Counselling |
Service | 3,000 | ||||||||
| Northern Institute ofCancer Research (Newcastle |
University) | 10,000 | ||||||||
| Nottingham Trent University |
8,955 | |||||||||
| OCD Action | 2,500 | |||||||||
| Oldham Inspiring Youth |
4,000 | 4,000 | ||||||||
| The Olive Branch | 9,500 | |||||||||
| Open Door Centre (The) | 5,000 | |||||||||
| Open Country | 3,900 | |||||||||
| Outreach Community 8 Residental |
Services | 10,000 | ||||||||
| Paintings in hospitals |
2,500 | |||||||||
| Parents against Child Sexual Exploitation |
5,000 | |||||||||
| Park View 4U | 5,000 | 10,000 | ||||||||
| Parkhaven Trust |
5,000 | |||||||||
| Peel Medical Research Trust | 2,188,730 | |||||||||
| Peel Studentship Trust (University |
of Lancaster) | 3,000 | 1,145,167 | |||||||
| Personal Support Unit Manchester |
5,000 | |||||||||
| The Progressive Supranuclear |
Palsy Association | 30,000 | ||||||||
| Queen Elizabeth Centre Hospital |
3,374 | |||||||||
| Raleigh International |
11,000 | |||||||||
| Reach Family Project | 5,000 | |||||||||
| Research Centre for Musclosketal | Science 8 | Sports Medicine | 18,075 | |||||||
| Carried forward | 156,340 | 7,794,716 |
| ppendix B —Grants made to |
Cha | rities |
n | ot specifi | e | d in the |
sch | edule to the Trust | Deed (continued | ) | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total | Total | ||||||||||
| 2023 | to date | ||||||||||
| F | |||||||||||
| Brought forward | 156,340 | 7,794,716 | |||||||||
| Re-Cycle (Bikes for Africa) | 10,001 | ||||||||||
| Rebuild (Bury) |
7,695 | ||||||||||
| Refresh Limited |
23,000 | ||||||||||
| Rehabiliation and Medical Research Trust |
(REMEDI) | 28,000 | |||||||||
| Relate Lancashire and Cumbria |
5,000 | ||||||||||
| Refuge and Migrant Centre |
14,500 | ||||||||||
| The Respite Association | 2,500 | ||||||||||
| Restore Support Network (North West) |
4,850 | ||||||||||
| Retired Executives Action Clearing | House | (REACH) | 33,000 | ||||||||
| Ribble Valley Crossroads Ltd |
12,500 | ||||||||||
| Rochdale Borough Shopmobility | 3,500 | ||||||||||
| Roehampton University (London) |
23,374 | ||||||||||
| Rosemere Cancer Foundation | ( Lancashire | Teaching | Hospitals | NHS Foundation | |||||||
| Trust) | 10,000 | ||||||||||
| The Rossendale Trust |
10,000 | ||||||||||
| Rossendale and Pendle Mountain |
Rescue | Team | 5,000 | ||||||||
| Resource Blackburn | 5,000 | 5,000 | |||||||||
| The Rotary Club of Keswick | 2,500 | ||||||||||
| Royal Holloway University of London |
10,000 | ||||||||||
| SARELI (Salford Refugees UK) |
3,500 | ||||||||||
| SEN-Families Support Group |
2,500 | ||||||||||
| St George's University of London- |
Division | of Clinica | I | Development | Sciences | 8,500 | |||||
| StAndrew's Church |
3,000 | ||||||||||
| StAndrew's Community Network |
2,500 | ||||||||||
| St Bride's Church | 15,000 | ||||||||||
| St John's Guild |
22,714 | ||||||||||
| St Luke's Hospice Sheffield | 12,000 | ||||||||||
| St Marks Church | 5,000 | ||||||||||
| St Oswald's Church |
5,000 | ||||||||||
| St Paul's Eye Unit | 5,000 | ||||||||||
| StThomas Church Lancaster |
10,000 | ||||||||||
| St Wilfred's Centre |
7,000 | ||||||||||
| St Wilfred's Church Grappenhall Salford Community Relations Link Salford Royal NHS |
Project | 2,500 | 5,00Q 2,500 20,586 |
||||||||
| Salvaltion Army (The) The Salvation Army - Blackpool Sandylands Methodist Church Savera UK |
Citadel Corps | 5,QQQ 1,983 5,000 5,000 |
|||||||||
| School of Pharmacy and Pharmaceutical Sciences The Scottish Veterans Garden City Association SCOPE (Beaumont College) |
15,000 10,000 74,500 |
||||||||||
| Carried forward | 163840 | 8 251 419 |
| ppendix B —Grants made |
to | Charities n |
ot | specified in the schedule |
to the Trust Deed (continue | d) | |
|---|---|---|---|---|---|---|---|
| Total | Total | ||||||
| 2023 | to date | ||||||
| F | |||||||
| Brought forward | 163,840 | 8,251,419 | |||||
| Seacombe URC | 10,000 | ||||||
| Sefton O.P.E.R.A | 7,500 | ||||||
| The Sequal Trust (Formerly | Sequal) | 10,100 | |||||
| Sheffield Hallam University |
9,950 | ||||||
| Shopmobility Stockport |
2,000 | ||||||
| Shoulder to Shoulder | 3,500 | ||||||
| Shrewsbury Drapers Holy Cross Limited |
5,000 | ||||||
| Simeon Care for the Elderly | 6,000 | ||||||
| Sight Advise South Lakes | 9,500 | ||||||
| The Silver Line Helpline | 5,000 | ||||||
| Skerton Community Association |
1,500 | ||||||
| The Society of Mary and Martha | 10,000 | ||||||
| SPA (The Peggy Dodd Centre) | (Formerly SR | EMI) | 16,500 | ||||
| The Space Centre Preston | Ltd | 7,500 | |||||
| Spadework Ltd |
21,500 | ||||||
| Special Educational Needs |
Familys Support | Group | 5,000 | ||||
| Spinal Injuries Association | 16,000 | ||||||
| Sportability | 2,000 | ||||||
| Springfield Domestic Abuse |
Support South | L | akeland | 7,000 | |||
| Staffordshire Women's Aid |
9,255 | ||||||
| Stanley Grange Community | Association | 15,000 | |||||
| Stockdales ofSale, Altrincham | and District | 7,000 | |||||
| Stockport User Friendly Fellowship |
4,500 | ||||||
| Streetwise Opera | 2,500 | ||||||
| Supporting People in Need |
7,500 | ||||||
| SWACA | 5,000 | ||||||
| Swansea University Medical |
School | 14,952 | |||||
| The Swinfen Chariable Trust |
6,000 | ||||||
| Tall Ships Youth Trust | 3,000 | 12,600 | |||||
| Tax Help for Older People | 4,000 | ||||||
| Team Oasis Children's Charity |
3,000 | ||||||
| Thomas | 5,000 | ||||||
| Threlkeld Village Hall Trust |
5,000 | ||||||
| TLC Talk, Listen, Change | 5,000 | ||||||
| Together Dementia Support |
6,000 | 12,000 | |||||
| Tower Hamlets Mission |
10,000 | ||||||
| Trafford Domestic Abuse Services | 3,000 | ||||||
| Treetops Hospice Trust | 15,000 | ||||||
| Triple A Project | 5,000 | ||||||
| Trinity Methodist Church Clitheroe |
15,000 | ||||||
| Carried forward | 172,840 | 8,573,276 |
| Appendix | B —Grants m | ade t | o Char | ities | n | ot specified in the s |
chedule to the Tr | ust Deed (continued | ) |
|---|---|---|---|---|---|---|---|---|---|
| Total | Total | ||||||||
| 2023 | to date | ||||||||
| E | |||||||||
| Brought | forward | 172„840 | 8,573,276 | ||||||
| Trinity United Reformed | Church Lancaster | 14,500 | |||||||
| The Alliance Manchester | 5,000 | ||||||||
| The Daniel Turnberg Trust Fund |
10,000 | ||||||||
| The Shoebox Fairies | 3,500 | ||||||||
| UCANDOIT | 5,000 | ||||||||
| UK Med | 10,000 | 70,000 | |||||||
| UK North | Blind Sailing Association | 1,000 | |||||||
| Ulverston | Inshore Rescue | 4,000 | |||||||
| Ulster University | 128,158 | ||||||||
| UNIQUE | 2,000 | ||||||||
| University | of Bolton (Neurocognition) | 10,000 | |||||||
| University | of Birmingham | 12,448 | |||||||
| University | of Cambridge | 14,956 | |||||||
| University | of Central Lancashire | 13,200 | |||||||
| University | College London | 12,340 | |||||||
| University | of Cumbria - Faculty of Health | and Science | (5,724) | 130,327 | |||||
| University | of Cumbria (formerly St Martin's |
College of Education | Lancaster) | 83,450 | |||||
| University | of Edinburgh | 36,076 | |||||||
| University | Hospital ofWales |
9,936 | |||||||
| University | of Hull | 17,000 | |||||||
| University | of Leeds - Institute | of Functional | Studies | 14,568 | |||||
| University | of Leicester | 23,461 | |||||||
| University | of Liverpool | 13,215 | 250,443 | ||||||
| University | of London | 28,354 | |||||||
| University | of Manchester | 10,262 | 432,248 | ||||||
| University | of Manchester | (Salford Royal Hospital) | 10,000 | ||||||
| University | of Oxford | 36,290 | |||||||
| University | of Plymouth | 14,100 | |||||||
| University | of Salford | 95,279 | |||||||
| University | of Salford - Institute | of Dementia | 500,000 | ||||||
| University | ofSt Andrews | 12,881 | |||||||
| University | of Strathcylde | 8,782 | |||||||
| University | ofWolverhampton | 25,000 | |||||||
| Veterans | in Communities | 13,810 | |||||||
| Village Water | 35,439 | ||||||||
| Vitalise (formerly Winged |
Fellowship | Trust) | 7,750 | ||||||
| Voluntary | Action Broxtowe | 2,000 | |||||||
| Vulture Club |
5,000 | 10,000 | |||||||
| Walthew | House | 5,000 | 10,000 | ||||||
| Carried forward | 210,593 | 10,689,072 |
| FOR THE YEAR ENDED 31 | MARCH 20 | MARCH 20 | MARCH 20 | 23 | 23 | ||
|---|---|---|---|---|---|---|---|
| Appendix B —Grants made |
to Charities | not specified | in the schedule to the Trust Deed (continued) | ||||
| Total | Total | ||||||
| 2023 | to datef | ||||||
| Brought forward | 210,593 | 10,689,072 | |||||
| Walton Lea Partnership | 5,000 | ||||||
| Warrington YMCA |
8,000 | ||||||
| Watford New Hope Trust |
3,000 | ||||||
| Wellbeing ofWomen |
117,209 | ||||||
| Wellcome - Wolfson Institute |
for Experimental | Medicine | 14,585 | ||||
| Wesley Community Furniture |
5,000 | ||||||
| West Cumbria Women to Women |
9,950 | ||||||
| West End Impact | 5,000 | ||||||
| The West of England Multiple |
Sclerosis | Society Limited | 5,000 | ||||
| West Lancashire MS Society |
1,000 | ||||||
| West Lancashire Women's |
Refuge | 3,500 | |||||
| The Wheelboat Trust |
5,000 | ||||||
| THE WIDOWS EMPOWERMENT | 5,000 | 5,000 | |||||
| Wigan Warriors Community |
Foundation | 5,000 | |||||
| Wildwood Days |
2,270 | ||||||
| Whitehaven Community Trust |
5,000 | ||||||
| Wirral Churches Ark Project |
23,000 | ||||||
| WISH | 4,500 | ||||||
| Withington Methodist Church |
5,000 | ||||||
| Woodlands Quaker Home for |
Older | People | 5,000 | ||||
| The Wolfson Centre for Age-Related | Diseases | 10,000 | |||||
| Travelling Fellowships/Grants |
90,000 | 590,894 | |||||
| Yad Veachisomoch L'Chaim |
8,000 | ||||||
| 305,593 | 11„534,980 | ||||||
| Total ofgrants made before | 6 April | 2009 which | have not | been repeated | 8,238,387 | ||
| 19,773,367 |