# 



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||||Page|
|---|---|---|---|
|Charity<br>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<br>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<br>House|||||||
||||9 Winckley Square|||||||
||||Preston|||||||
||||PR1 3HP|||||||
|Bankers|||Handelsbanken||Bank|||||
||||First Floor|||||||
||||Beckett House|||||||
||||Poulton-Le-Fylde|||||||
||||FY68JX|||||||
|Charity registration||number|214684|||||||





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||||||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<br>on:|||||||||
|Charitable<br>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<br>between|funds||12|(180,000)|180,000||||
|Net income/(expenditure)||before||157,169|82,127||239,296|9,807|
|Gains/(losses)<br>on|investments||||||||
|Net gains/(losses)|on investment||8|||(787,968)|(787,968)|1,676,918|
|assets|||||||||
|Net movement<br>in|funds|||157,169|82,127|(787,968)|(548,672)|1,686,725|
|Reconciliation<br>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|





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||||||||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|





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|FOR|THE YEAR ENDED 3|1 MARCH|2023||||||
|---|---|---|---|---|---|---|---|---|
||||||||Total|Total|
||||||||funds|funds|
||||||||2023|2022|
||||||||Note<br>E||
|Cash|flows from operating|activities:|||||||
|Net cash used in operating||activities|||||(673,196)|(607,931)|
|Cash|flows from investing|activities:|||||||
|Dividends<br>and interest from||investments|||||622„835|605,085|
|Proceeds from sale of investments|||||||||
|Purchase<br>of investments|||||||||
|Net cash generated<br>from/(usedin)<br>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<br>activities:|||
||||||||2023|2022|
||Net expenditure<br>for the reporting period||||||(548„672)|1,686,725|
||Adjustments<br>for:||||||||
||(Gains)/losses<br>on|investments|||||787,968|(1,676,918)|
||Dividends<br>and interest from investrrents||||||(622,835)|(751,261)|
||Increase/(Decrease|in debtors)|||||(14,720)||
||Decrease<br>in creditors||||||(274,937)|133,523|
||Net cash used<br>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<br>2022||
||||||||f||
||Current account||||||467,944<br>518,305||
||||||||467,944<br>518,305||





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||||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|



## 

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|||||||2023|2022|
|---|---|---|---|---|---|---|---|
|Grants|expenditure<br>(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<br>fellowship<br>awards||||||90,000|84,344|
|||||||305,593|665,271|
|Grant|related support costs:|||||||
|Governance<br>and support costs (Note|||7)|||77,946|76,183|
|||||||383,539|741,454|





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|Allocation|ofgovernance<br>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<br>& 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|



## 



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|||||||2023||||2022|
|---|---|---|---|---|---|---|---|---|---|---|
|Balance payable<br>brought||forward||||404,755||||273,652|
|Previously<br>awarded<br>grants released||||(29,604)||||(55,656)|||
|New grants awarded<br>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<br>in the year|||||(574,682)||||(534,168)|
|Balance payable carried||forward||||135,666||||404,755|
|Being:|||||||||||
|Due within one year (note||11):|||||||||
|Travelling<br>Fellowship<br>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<br>the year grants were made to 43||||(2022: 46) institutions||as|detailed|below|for the following|
||purposes:||||||||||
||||||||||2023|2022|
||||||||||F|E|
||Medical charities<br>including||medical research||||||43,317|380,979|
||Charities<br>in connection<br>with||old people||||||14,000||
||Charities<br>assisting|people who have fallen|||upon|evil times through|no||144,000|199,948|
||fault oftheir own||||||||||
||Scheduled<br>charities||||||||||
||Other charitable<br>purposes||||||||14,276||
||Total grants<br>made to Charities||||||||215,593|580,927|
||Travelling<br>Fellowships<br>and grants||||||||90,000|84,344|
||Total grants made||||||||305,593|665,271|





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|Fi|xed asset investments|||
|---|---|---|---|
|||2023|2022|
|||f|f|
|a.|Capital account|||
||Market<br>value brought<br>forward<br>at 1 April 2022|21,020,945|19,344,026|
||Additions<br>to inmstments<br>at cost|||
||Disposals<br>at carrying<br>value|||
||Net gain/(loss)<br>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<br>at market<br>value comprised:|||
||Pooled inmstment<br>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<br>forward<br>at 1 April 2022|||
||Additions<br>to inwstments<br>at cost|||
||Disposals<br>at carrying<br>value|||
||Net gain/(loss)<br>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|





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|Analysis|o|fcharita|ble<br>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|



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|Analysis<br>o|fcharita|ble<br>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<br>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|





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|Appendix<br>A —Grants made to Charities||sp|ecifi|e|d|in the schedule|to the|Trust|Deed||
|---|---|---|---|---|---|---|---|---|---|---|
||||||||||Total|Total|
||||||||||2023|to date|
|Blind Veterans<br>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<br>House (formerly StJohn's Hostels for||||||||||13,450|
|Elderly Ladies) (St Katherine's<br>House Appeal Wantage)|||||||||||
|The Gibb Fellowship<br>Fund (formerly<br>British|||Empire|||Cancer Campaign)||||3,050|
|Greater<br>London<br>Fund for the Blind||||||||||20,550|
|Guild ofAid for Gentlepeople||||||||||18,800|
|Independent<br>Age (formerly<br>Royal United||Kingdom||||Beneficent Association)||||5,000|
|Invalid<br>Meals of London<br>(Invalid<br>Kitchen|of||London)|||||||2,050|
|League of Remembrance||||||||||7,050|
|MacMillan<br>Cancer Support (formerly<br>MacMillan||||Cancer Relief and||||||53,300|
|Cancer Relief MacMillan<br>Fund)|||||||||||
|Moorfields Eye Hospital<br>London<br>(formerly||Moorfields Westminster|||||and|||1,500|
|Central Eye Hospital)|||||||||||
|National<br>Council of Social Service (formerly|||Old||People's Welfare|||||3,450|
|Association)|||||||||||
|Navy League||||||||||7,400|
|"Not Forgotten" Association||||||||||27,000|
|People's Dispensary<br>for Sick Animals||||||||||16,600|
|Queen Alexandra<br>Hospital<br>Home (formerly|||Queen||Alexandra<br>Hospital|||||28,800|
|Horre for Disabled<br>Ex-Servicemen)|||||||||||
|Royal Blind Society (Formerly<br>Royal Blind|||Pension|||Society of the|United|K||36,003|
|Royal British Legion (various Branches)||||||||||17,341|
|Royal Eye Hospital<br>League of Friends (formerly|||||Royal Eye Hospital)|||||1,500|
|The Royal Marsden<br>Cancer Campaign|(formerly||||the Royal Marsden|||||49,650|
|Hospital Charity)<br>(Royal Marsden<br>Hospital)|||(Royal|||Cancer Hospital)|||||
|Royal Medical Benevolent<br>Fund||||||||||2,450|
|Royal Wanstead<br>Children's<br>Foundation|(Formerly||||Royal Wanstead|||||57,870|
|School)|||||||||||
|StJohn's<br>Guild for the Blind Worthing||||||||||5,050|
|St Martin-in-the-Fields<br>Christmas<br>Appeal||Fund||||||||3,000|
|Schoolmistresses'<br>and Governesses'<br>Benevolent|||||Institution|||||34,300|
|Shipwrecked<br>Fishermen<br>and Mariners'|Royal Benevolent Society|||||||||8,250|
|Society for the Assistance<br>of Ladies in|reduced||||Circumstances|||||2,550|
|2 Care (formerly SOS Society)||||||||||25,150|
|Winchester<br>Hospital<br>(Amenities<br>Fund)||||||||||1,200|
|||||||||||587,242|





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|||||||Total|Total|
|---|---|---|---|---|---|---|---|
|||||||2023|to date|
|Abbeyfield<br>Knutsford<br>Society|||||||5,000|
|Abbeyfield<br>Lancashire<br>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<br>Programme|||||||7,500|
|A F &V Launchpad|||||||13,000|
|Age Concern<br>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<br>Trust|||||||5,000|
|All Saints Church<br>Thelwell|||||||5,000|
|Alzheimer's<br>Research Trust|||||||8,700|
|Ambleside<br>Parish Centre|||||||8,000|
|Anthony<br>Seddon (The)|Fund||||||3,300|
|Artlink,<br>West Yorkshire|||||||2,500|
|The Ashley<br>Foundation|||||||10,000|
|Asirus|||||||500|
|Asylum<br>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<br>Night Drop-In Centre|||||||35,000|
|BASIC (Brain and Spinal||Injury|Centre)||||20,000|
|Bath Institute<br>of Medical|Engineering||||||22,500|
|Beacon Counselling|||||||3,295|
|Bedford Guild House|||||||2,000|
|Beds Garden Carers|||||||7,000|
|Being There|||||||5,000|
|Bendrigg<br>Trust (formerly||Lodge)||||5,000|46,500|
|Betel of Britain|||||||5,000|
|Bipolar UK ( formerly<br>MDF The|||Bipolar Trust)||||9,000|
|Birchall Trust (The)|||||||5,000|
|Birkenhead<br>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<br>B—Grants ma|de|to|Charities|not specified<br>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<br>North West||||||10,000|
|Bollington<br>Community<br>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<br>Penine<br>Mountain||Rescue Team||||12,840|
|Breakthrough<br>Uk||||||2,000|
|Bradbury<br>Fields||||||17,500|
|Brain Centre (The)||||||5,676|
|The Bridgend<br>Centre||||||2,000|
|Bridge Church<br>Bolton|||||6,000|11,000|
|British Disabled<br>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<br>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<br>Housing<br>Project||||||6,300|
|Cancer Community<br>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<br>and Support|||Providers|(CLASP)||2,500|
|Children's<br>Safety Education||Foundation||||2,500|
|Christ Church<br>Morton||||||5,000|
|Christians<br>Against<br>Poverty||||||14,500|
|Church<br>Housing<br>Trust||||||16,500|
|Church<br>in the Barn||||||5,000|
|THE CHOIR WITH NO NAME|||||2,800|2,800|
|Citizens Advice South Lakeland||||||10,000|
|Clatterbridge<br>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<br>Cancer Hub||||||||(45,000)|
|Community<br>Housing<br>and Therapy||||||||8,000|
|COMMUNITY<br>LITTLE HULTON|||||||6,000|6,000|
|COMMUNITY<br>Lives matter|||||||4,200|4,200|
|Cornerstone<br>Community<br>Care||||||||13,000|
|Council for Assisting<br>Refugee|Academics|||||||60,000|
|Council for at Risk Academies||||||||10,000|
|The Counselling<br>and Family Centre||||||||5,000|
|Criminon<br>UK||||||||5,768|
|Crossroads<br>Care East Lancashire||||||||4,650|
|Crossroads<br>Care North West||||||||2,700|
|Cued Speech Association<br>UK (Formerly||||Nationa||I Centre for Cued Speech)||25,000|
|Cumbria<br>Cerebral<br>Palsy||||||||2,500|
|Cumbria<br>Community<br>Foundation||( including|||Cum|bria Flood Relief Recovery|||
|Fund)||||||||17,500|
|Cumbria<br>Drug and Alcohol Advisory|||Service|||||7,500|
|Cumbria<br>Rural Citizens Advice Bureau||||||||2,500|
|Dart International<br>UK||||||||2,500|
|DEC Secretariat<br>(for Somilia,|East Africa)|||||||5,000|
|Deaf Connections||||||||16,500|
|Deafblind<br>Scotland||||||||5,000|
|DEMENTIA TOGETHER WIRRAL|||||||4,000|4,000|
|Designability||||||||10,000|
|Desitution<br>Project||||||||8,000|
|Diabetes<br>UK||||||||28,597|
|DISA Domestic Violence Centre||||||||5,000|
|Disability Advice West Lanes||||||||9,300|
|Disability<br>Equility<br>(NW) Ltd||||||||5,000|
|Disability<br>North||||||||3,500|
|The Dukes||||||||28,000|
|East Cheshire<br>Hospice||||||||15,000|
|East Coast Hospice||||||||10,000|
|East Manchester<br>Community|Boat|||||||5,000|
|East Meon Parachial<br>Church<br>Emerge 3R's|Council|||||||8,510<br>30,000|
|Emmaus<br>Bolton|||||||10,000|15,000|
|Emmaus<br>Merseyside||||||||12,000|
|Emmaus<br>Salford||||||||10,000|
|Empowered<br>People|||||||6,000|10,500|
|Excellent Development<br>Limited||||||||26,455|
|Family Tree Wirral||||||||1,500|
|Carried forward|||||||72,000|1,590,735|





## 

|ppendix<br>B —Grants|m|ad|e to|C|harities<br>not s|pecified<br>in the schedule|to the Trust Deed (co|ntinued)|
|---|---|---|---|---|---|---|---|---|
||||||||Total|Total|
||||||||2023|to date|
|||||||||E|
|Brought forward|||||||72,000|1,590,735|
|Faith<br>in the Community||Fleetwood|||||4,000|4,000|
|Fareshare||||||||15,000|
|Fatima Women's Association||||||||10,000|
|Federation<br>ofJewish Services||||||||10,000|
|Firstlight<br>Foundation||||||||10,000|
|Fishing for Heroes||||||||1,000|
|Foodcycle||||||||5,000|
|Footsteps 2000 Limited||||||||3,500|
|The Foundation<br>for Prevention||||of|Blindness|||5,000|
|Fortalice||||||||5,000|
|The Friendship<br>Circle|||||||3,500|3,500|
|Frontline Trust||||||||3,000|
|Furniture<br>Matters||||||||3,000|
|The Furniture<br>Station||||||||10,000|
|Fylde Coast Women's|Aid|||||||2,846|
|The Genesis Breast Cancer Prevention<br>Appeal||||||||9,650|
|Good News Family Care||||||||2,500|
|Greater Manchester<br>Bangladesh|||||Association|||1,000|
|Grit Street Aid||||||||5,000|
|Grizebeck Village<br>Hall||||||||5,000|
|Growing<br>Well||||||||11,000|
|Guild Initiative<br>Furniture||Trust (GIFT 92)||||||3,000|
|Halton<br>Haven||||||||10,000|
|Haslingden<br>Community||Link||||||5,000|
|Haven Trust Supporting||People||Limited||||5,000|
|Headway<br>Devon||||||||5,000|
|The Healing<br>Foundation||||||||75,000|
|Heartbeat||||||||5,000|
|Heron Corn<br>Mill/ Beetham|||Trust|||||5,350|
|HFT||||||||5,000|
|The Fred Hollows<br>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<br>Justice (fomerly||The Catholic Housing||||Aid Society)||19,000|
|Humans<br>MCR||||||||5,000|
|Huntington's<br>Disease|Association|||||||29,500|
|Hyndburn<br>Homewise|Society|||||||7,500|
|Imagine<br>IfTrust||||||||3,000|
|Independence<br>at Home||||||||5,000|
|Carried forward|||||||87,000|1,935,533|





## 

## 

|ppendix<br>B —Grants ma|d|e|to|C|h|arities<br>not specif|ied<br>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<br>Aid Trust||||||||5,000|10,000|
|International<br>Services|||||||||1,000|
|Jigsaw (Bury)|||||||||3,000|
|Just-ice Poynton|||||||||3,000|
|Justlife Foundation|||||||||10,000|
|The Karen Hilltribes<br>Trust|||||||||27,274|
|Keekle Village<br>Hall|||||||||7,500|
|Kirkby-in-furness<br>Community||||Centre|||||10,000|
|Kirkgate Arts|||||||||2,500|
|Lancaster Christ Church|PCC||||||||2,500|
|Lancaster<br>Girls Grammar||School||||||6,000|26,000|
|Lancaster<br>University|||||||||425,976|
|Lancaster<br>University<br>(Biomedical|||||and Life Sciences||Division)||24,000|
|Lancaster<br>University<br>(Department||||||of Biological Scie|nces)||673,500|
|Lancaster Citizens Advice||Bureau|||||||26,618|
|Lancaster and District Homeless|||||Action Service||||33,000|
|Lancaster<br>Royal Grammar||School||||(Peel Further Ed|ucation Award)||149,700|
|Lancashire<br>Flood Appeal|||||||||2,500|
|Lancashire<br>Women's<br>Centre|||||||||7,500|
|Lake District Mobility|||||||||3,700|
|L'Arche|||||||||17,500|
|Lattitude<br>Global Volunteering||||(formerly<br>GAP Activity|||Projects)||10,500|
|LGBT Foundation|||||||||5,000|
|Lightbeam<br>academy|||||||||5,000|
|Listening<br>Books|||||||||40,750|
|Liverpool||||||||(9,160)|(9,160)|
|Liverpool<br>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<br>Painting<br>Trust|||||||||2,000|
|LOL Foundation<br>(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<br>alliance|||||||||5,000|
|Manchester<br>Camerata|||||||||10,000|
|Manchester<br>Cares|||||||||10,333|
|Manchester<br>Centre for Genome|||||Medicine||||13,500|
|Manchester<br>City Mission|||||||||12,500|
|Manchester<br>Fungal<br>Infection||||Group|||||10,000|
|Manchester<br>Metropolitan||University|||||||94,250|
|Manchester<br>Personal<br>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<br>House (Cumbria)||||||||||15,000|
|Marfan Trust||||||||||8,000|
|Mary Sunley Canal Boat||||||||||5,000|
|Maternal<br>and Fetal Health Research Centre||||||||||10,781|
|Mellor and District Community|Assoc|||||||||5,000|
|Mencap<br>Liverpool|||||||||9,000|9,000|
|Mersey Counselling<br>and Therapy||Centre||||||||3,200|
|Mobility Trust||||||||||5,000|
|Mood Swings<br>Network||||||||||10,000|
|More Music<br>in Morecambe<br>The Motivation<br>Charitable<br>Trust|||||||||7,500|7,500<br>34,000|
|Mustard<br>Tree|||||||||7,000|19,200|
|National<br>Eye Research Centre||||||||||8,500|
|National<br>Gulf Veterans<br>Families Association<br>National<br>Talking Newspapers<br>(formerly The||||(NGVFA)<br> Talking<br>Newspaper|||Association|ofthe||3,000|
|UK)||||||||||11,000|
|Neuromuscular<br>Centre||||||||||25, 1'33|
|New Bridge||||||||||50,950|
|Newcastle<br>University||||||||||6,608|
|Nicky Alliance<br>Day Centre (Manchester|||Jewish Community|||Care)||||5,000|
|North<br>Argyll Eventide<br>Home Association<br>Northern<br>Care Alliance<br>Fund|||||||||29,000|2,500<br>29,000|
|North Lancashire<br>Counselling|Service|||||||||3,000|
|Northern<br>Institute<br>ofCancer Research (Newcastle|||||University)|||||10,000|
|Nottingham<br>Trent University||||||||||8,955|
|OCD Action||||||||||2,500|
|Oldham<br>Inspiring<br>Youth|||||||||4,000|4,000|
|The Olive Branch||||||||||9,500|
|Open Door Centre (The)||||||||||5,000|
|Open Country||||||||||3,900|
|Outreach<br>Community<br>8 Residental||Services||||||||10,000|
|Paintings<br>in hospitals||||||||||2,500|
|Parents against<br>Child Sexual Exploitation||||||||||5,000|
|Park View 4U|||||||||5,000|10,000|
|Parkhaven<br>Trust||||||||||5,000|
|Peel Medical Research Trust||||||||||2,188,730|
|Peel Studentship<br>Trust (University||of Lancaster)|||||||3,000|1,145,167|
|Personal<br>Support<br>Unit Manchester||||||||||5,000|
|The Progressive<br>Supranuclear|Palsy Association|||||||||30,000|
|Queen<br>Elizabeth<br>Centre Hospital||||||||||3,374|
|Raleigh<br>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<br>B —Grants made to||Cha|rities<br>|n|ot specifi|e|d<br>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<br>(Bury)|||||||||||7,695|
|Refresh<br>Limited|||||||||||23,000|
|Rehabiliation<br>and Medical Research Trust|||||(REMEDI)||||||28,000|
|Relate Lancashire<br>and Cumbria|||||||||||5,000|
|Refuge and Migrant<br>Centre|||||||||||14,500|
|The Respite Association|||||||||||2,500|
|Restore Support<br>Network<br>(North West)|||||||||||4,850|
|Retired Executives Action Clearing|||House||(REACH)||||||33,000|
|Ribble Valley Crossroads<br>Ltd|||||||||||12,500|
|Rochdale Borough Shopmobility|||||||||||3,500|
|Roehampton<br>University<br>(London)|||||||||||23,374|
|Rosemere Cancer Foundation||( Lancashire|||Teaching||Hospitals|NHS Foundation||||
|Trust)|||||||||||10,000|
|The Rossendale<br>Trust|||||||||||10,000|
|Rossendale<br>and Pendle<br>Mountain|||Rescue||Team||||||5,000|
|Resource Blackburn||||||||||5,000|5,000|
|The Rotary Club of Keswick|||||||||||2,500|
|Royal Holloway<br>University<br>of London|||||||||||10,000|
|SARELI (Salford Refugees<br>UK)|||||||||||3,500|
|SEN-Families<br>Support Group|||||||||||2,500|
|St George's<br>University<br>of London-|||Division||of Clinica|I|Development||Sciences||8,500|
|StAndrew's<br>Church|||||||||||3,000|
|StAndrew's<br>Community<br>Network|||||||||||2,500|
|St Bride's Church|||||||||||15,000|
|St John's<br>Guild|||||||||||22,714|
|St Luke's Hospice Sheffield|||||||||||12,000|
|St Marks Church|||||||||||5,000|
|St Oswald's<br>Church|||||||||||5,000|
|St Paul's Eye Unit|||||||||||5,000|
|StThomas Church<br>Lancaster|||||||||||10,000|
|St Wilfred's<br>Centre|||||||||||7,000|
|St Wilfred's<br>Church<br>Grappenhall<br>Salford Community<br>Relations<br>Link <br>Salford Royal NHS|||Project|||||||2,500|5,00Q<br>2,500<br>20,586|
|Salvaltion<br>Army (The)<br>The Salvation<br>Army - Blackpool <br>Sandylands<br>Methodist<br>Church<br>Savera UK||Citadel Corps|||||||||5,QQQ<br>1,983<br>5,000<br>5,000|
|School of Pharmacy<br>and Pharmaceutical<br>Sciences<br>The Scottish Veterans<br>Garden<br>City Association<br>SCOPE (Beaumont<br>College)|||||||||||15,000<br>10,000<br>74,500|
|Carried forward||||||||||163840|8 251 419|





## 

## 

## 

|ppendix<br>B —Grants made|to|Charities<br>n|ot||specified<br>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<br>Hallam<br>University|||||||9,950|
|Shopmobility<br>Stockport|||||||2,000|
|Shoulder to Shoulder|||||||3,500|
|Shrewsbury<br>Drapers<br>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<br>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<br>Ltd|||||||21,500|
|Special Educational<br>Needs|Familys Support|||Group|||5,000|
|Spinal Injuries Association|||||||16,000|
|Sportability|||||||2,000|
|Springfield<br>Domestic Abuse|Support South||L|akeland|||7,000|
|Staffordshire<br>Women's<br>Aid|||||||9,255|
|Stanley Grange Community|Association||||||15,000|
|Stockdales ofSale, Altrincham||and District|||||7,000|
|Stockport User Friendly<br>Fellowship|||||||4,500|
|Streetwise Opera|||||||2,500|
|Supporting<br>People<br>in Need|||||||7,500|
|SWACA|||||||5,000|
|Swansea<br>University<br>Medical|School||||||14,952|
|The Swinfen<br>Chariable<br>Trust|||||||6,000|
|Tall Ships Youth Trust||||||3,000|12,600|
|Tax Help for Older People|||||||4,000|
|Team Oasis Children's<br>Charity|||||||3,000|
|Thomas|||||||5,000|
|Threlkeld<br>Village Hall Trust|||||||5,000|
|TLC Talk, Listen, Change|||||||5,000|
|Together Dementia<br>Support||||||6,000|12,000|
|Tower Hamlets<br>Mission|||||||10,000|
|Trafford Domestic Abuse Services|||||||3,000|
|Treetops Hospice Trust|||||||15,000|
|Triple A Project|||||||5,000|
|Trinity Methodist<br>Church<br>Clitheroe|||||||15,000|
|Carried forward||||||172,840|8,573,276|





## 

## 

## 

|Appendix|B —Grants m|ade t|o Char|ities|n|ot specified<br>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<br>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<br>(formerly St Martin's|||||College of Education|Lancaster)||83,450|
|University|of Edinburgh||||||||36,076|
|University|Hospital<br>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<br>Winged||Fellowship||Trust)|||||7,750|
|Voluntary|Action Broxtowe||||||||2,000|
|Vulture<br>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<br>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<br>YMCA|||||||8,000|
|Watford<br>New Hope Trust|||||||3,000|
|Wellbeing<br>ofWomen|||||||117,209|
|Wellcome - Wolfson<br>Institute||for Experimental|||Medicine||14,585|
|Wesley Community<br>Furniture|||||||5,000|
|West Cumbria<br>Women to Women|||||||9,950|
|West End Impact|||||||5,000|
|The West of England<br>Multiple||Sclerosis||Society Limited|||5,000|
|West Lancashire<br>MS Society|||||||1,000|
|West Lancashire<br>Women's|Refuge||||||3,500|
|The Wheelboat<br>Trust|||||||5,000|
|THE WIDOWS EMPOWERMENT||||||5,000|5,000|
|Wigan Warriors<br>Community|Foundation||||||5,000|
|Wildwood<br>Days|||||||2,270|
|Whitehaven<br>Community<br>Trust|||||||5,000|
|Wirral Churches<br>Ark Project|||||||23,000|
|||||WISH|||4,500|
|Withington<br>Methodist<br>Church|||||||5,000|
|Woodlands<br>Quaker Home for||Older|People||||5,000|
|The Wolfson Centre for Age-Related|||Diseases||||10,000|
|Travelling<br>Fellowships/Grants||||||90,000|590,894|
|Yad Veachisomoch<br>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|