Registered Charlty No 214684 (England and Wa18sI The Dowager Countess Eleanor Peel Trust Trustees, Report and Accounts Financial Statements 31 March 2024 Cmha
THE DOWAGER COUNTESS ELEANOR PEEL TRUST CONTENTS Pagè Charity information Trustees, Report Report of the auditors Slalemenl of financial activities 10 Balance sheet 11 Slalemenl of cash flows 12 Notes lo the financial slalemenls 13-22 Appendix- Grants awarded 22-32
THE DOWAGER COUNTESS ELEANOR PEEL TRUST CHARITY INFORMATION Trustees Professor M A Pearson- Chair R M Parkinson D J Parkinson Professor C P Sibley Professorc H Toh CBE Reglstered office 50 Founlain Street IAancheslei M2 2AS Investment manager CCLA Investment Managers Limited 1 Angel Lane London EC4R 3AB SolS¢ltors Hill Dickinson LLP 50 Fountain Street Manchester M2 2AS Auditor MHA Richard House g Winckley Squar6 Preston PR1 3HP Bankers Handelsbanken Bank First Floor Beckell House Pou51on-Le-Fylde FY6 8JX Charity registration number 214684
THE DOWAGER COUNTESS ELEANOR PEEL TRUST TRUSTEES. REPORT FOR THE YEAR ENDED 31 fiAARCH 2024 The Trustees present their report and the audited financial slalemenls of the Trusl for the yearended 31 March 2024. The Trustees have adopted the provisions ol the Slalemenl of Recommended Praclioe ISORPI Accounling and Reporting by Charities. IFRS1021 in preparing the annual report and financial slalemenls of the Trust. The financial slalernenls have been prepared in accordance with the accounting policies sel out in notes lo the accounts and comply with the Trust's governing document, Ihe Charities Act 2011 and Accounting and Reporting by Charities.. Slalemenl of Recommended Practice applicable lo charities preparing their accounts in accordance wilh the Financial Reporting Standard applicable in the UK and Republic of Ireland published on in October 2019. Structure, govemance and management Legal Structure The Dowager Countess Eleanor Peel Trust was established under a trust deed dated 3 May 1951. This was in pursuance of the Will of Dowager Counless Eleanor Peel who died on 9 November 1949. The Trust Deed provides Ihal the income of the Tru51 Fund land in Gertain cases the capital Ihereofj should be paid or applied for such charitabl6 purposes as the Trustees should think fit. They are enjoined lo have particular regard for medical charilitss, ¢harities for old people and those who have fallen on hard limes through no fault of Iheir own 2nd the charitable bodies specified in the Schedule lo the Twsl Deed. They are prohibited from giving money to charitable bodies subslanlially under the control of central or local government or charitable bodies primarily devoted lo children. The Registered Charity Number is 214684. Trustees The Trustees acting throughout the year were., Professor M A Pearson- Chair R M Parkinson D J Parkinson Professor C P Sibley Professor R T Ramsden MBE [Resned 18 October 2023} Piofessor C H Toh CBE Appointment of Trustees Trustees s appointed by the agreement of existing trustees, following advertisemenl of th8 vacancy, and a slruclured seleclion process against a job description and person specilicalion. Prior lo appointment, prospective Iruslees selected for appointment are invited lo a meeting lo observe. On appointment, new trustees are provided wilh a Copy ol the Trust Deed, a brief history of the Trust and the most recent annual report and accounts. Copies ol previous Trustees, meeting minutes and papers are available lo the new Iruslee. Trustees are permilled by the Trust Deed lo receive remuneration of up lo 100A of income. Trustees remuneration is reviewed annually. Discretionary payments may be awarded from time to lime provided that the 1 OQkn threshold is not exceeded.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2024 Statement of Trustees, responsik]ilities The Trustees are responsible for preparing the Trustees. Annual Report and the financial slalemenls in accordance wilh applicable law and United Kingdom Accounting Standards {United Kingdom Generally Accepted Accounting Praclicel. The law applicable to charities in England & Wales requires the Trustees lo prepare financial slalemenls for each finan¢ial year which giv& a true and fair view ol the stale of affairs ol the Trusl and ol Ihe incoming resources and appli¢alion of resources of th¢ TrLJsI for Ihal period. In preparing these linsnoial statements, the Trustees are required lo.. select suitable accosjnling policies and then apply them ¢onsislently', observe the methods and principles in the ChaTilies SORP 2019 IFRS 1021., make judgements and eslimales that are reasonable and prudent., slate whether applicable accounting slandards have been followed, subject lo any material departures disclosed and explained in the financial stalemenls., prepare the financial slalemenls on the going concern basis unless it is inappropriate lo presurne that the Trust will conlinue in operation. The Trustees are responsible for keeping proper accounting records that disclose with reasonable a¢¢uracy at any time the financial position of the Trust and enable thom lo ensure Ihal the financial slalemenls comply with the Charities A¢t 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Trust Deed. They are also responsible lor safeguarding the assets of the Twst and hence forlaking reasonable steps for the prevention and detection of fraud and other irregularities. Objectives and activities General background The Trustees mel on live occasions in the year at which they considered inter alia grant making, income and Capital investment p¢rformance, capital and income account balances, budget and forecast, cash flow. resees, risk managernenl and other policies. All applications for grants are first velled by the Secretary for eligibility and those deemed eligible are then assessed by two Trustees. Any applications rejected following Trustee review are listed in the agenda for the next Trustees, meeting with the reason for rejeclion. Truslees ¢an, and do, challenge the recommendations for rejection, so th81811 decisions about applications are agreed by the Trustee body. Appli¢alions for consideration al the Trustees, meeting are presented with a report by the (wo Trustees undertaking the initial assessment and, in the case of general applications, a summary of the financial slalements lor the last complete year. Grant making strategy IntroductSon In accordance with the Trust Deed, the Truslees can apply the income and capital for suGh charitable purposes as they shall from lime to lime think fil. However, wilhoul prejudice the Trustees are primarily directed lo make grants lo. Charitable bodies administering.. lal Medical charities including medical research Ibl Charities In connection with old peop16 Icl Charities assisting people who have fallen upon hard times, through no fault of their own and Various charitable bodies specified in the Trust Deed The Trust Daed prohibits Trustees from making grants lo charitable bodies primarily devoted lo children It8ken to mean under the age of 181 or which are under the control of central or any local government. An updated Grant Making Policy was adopted on 28 September 2022 and is available al www.peeltrust.com
THE DOWAGER COUNTESS ELEANOR PEEL TRUST TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2024 Categorisation In each category, Trustees will consider the following 8re8S'. Medical and health ¢harilies research and care specifically aimed al benefilling older people. lo include Alzheimer's, Macular Diseasè. Proslate Cancer, Parkinson's Disease Charities in connection with old people- Old Age, Homes, Carers Charities for people fallen upon hard limes - Disabled. Hospital, Hospices, Ex services, Natural or Man-made disasters, Mental Health. Homelessness and miscellaneous Chaiilies specified in the Trust Deed Other Charitable purposes including International charities (Not more than 7 1/.OAI Prlnclples The Twslees applied the followng grant making criteria during the last accounling period.. 1. The Trustees only support appli¢alions lolher than Travelling Fellowships) from the °Preferred Locations of Lancashire lespecially L3ncastei and District Including all LA poslcodesl, Cumbri2, Greater Manchester, Cheshire and Merseyside or from charities who work therein or are we51 known lo a trustee. 2. The TrEJslee8 focus on small to medium sized charities where grants will make a difference. Applications Irorll large well-funded charities Iwilh income in excess of £2.5m per annuml will normally be rejected, unless the application is for a capital project or research. 3. The Trustees, preference is lo support capital projects, research projects or projecl-driven applications and not running ¢osts, although the Trustees a flexible to lake account of the needs of smaller charities. 4. The Trustees do make grants lo emergency appeals, including from nation81 and international charities, which are considered on a casa by case basis. Awareness The Trustees feel il is important lo know the charities lo which grants are or may be awarded. They will therefore from lime lo lime arrange lo visit a charity andlor arrange for a charity lo make a report or presentation lo all the Trustees. Applications for Medical Research Grants Applications lor Medical Research Grants will be calegorised as appropriate for a 'Minor Granl'1£25,000 or less) or a 'Major Grant. Igrealer than £25,000 per annum for a defined research project for 1-3 years). The last major medical grant was awarded as the Professor Sir Robert Boyd Fellowship in 2021. Post-graduate Travelling Fellowships The Trustees make a small number of grants lo allow members of the medical or other health professions lo gain further knowledge or research experience al a cenlTe of excellence, usually by working overseas. Grant Maklng Strategy The unabridged Grant Making Strategy (adopted on 28 September 2Q221 can be viewed al www. eellrust.com Achievements and performance The Trustees, primary Key Performan¢e Indicator is income generation and they are satisfied with the actual income recorded of £636,404. The value of the capital fund incTeased in the year by £1,858,449 10 £22,091,426.The Trustees remain satisfied with the perfomiance of CCLA Inveslmenl Managers in respect of managing the investment portfolio. 77 grants lo a value of £664,331 less grants returned of £16,040 w&re awarded during the year. Grants tolalling £258,449 were awarded for medical research and postgraduate training whilst a lolal of £298,842 was awarded in 'general' gran15 to charities in the North Wesl supporting vulnerable people or'lhose who have fallen on evil times through no fault of their own, as specified in the Trust Deed. Further details can be found in note 7 of the accounts.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2024 FlnanGial review rolal income Te1Ve in the year increased by 2.2QA lo £636,404 as a result of a higher distribution rale on the CCLA COIF Charities Inveslmenl Fund 2nd an increase in the level of interest received on the cash balances. Grants lo Charities specified in the Schedule lo the Trust Deed amounted lo £nil and those not spe¢ified in the Schedule amounted lo £648,291. Grant related support costs increased as suppliers passed on inllalionary cost rises. For the year ended 31 March 2024, lolal nel expendilure after distribution of grants bul before gains on investments was £100.300 as shown in the Slalemenl of Financial Activities on page 10. The Trust was in a nel loss position mainly due lo liming differences in grant making with live meetings held in the ¢urrenl financial year against three in the previous financial year resu5ting in grants which would normal have beefi awarded in March 2023 being awarded in April 2023. The nel assets of the Trust al 31 March 2024 were £22,476,566. major medKal grant, the Professor SIT Robert Boyd Fellowship. of £299,226 was awarded from the designated income funds in the financial year ending 31 March 2022, following a compelilive process involving universities in the Trustees, preferred locations in North West Engl8nd. This award for 8 3 year period was made lo Dr ColSingridge Moore al Lancaster University. Following the success of this award the Trustees have commenced a similar competitive process for a second major grant which is expected to be awarded in November 2024.This will be funded from the designated income funds. The Trustees havo previously fflade signifi¢anl annual grants lo the P801 Sludenlship Trust al Lancaster University, a5 detailed in the appendix lo the financial slalemenls. While the Trustee5 Continue to SLJPPOrt students al Lancaster University, following a review by Lancaster University the Peel Sludentship Trust is being dissolved and any future funding will be provided by a reslricled grant directly lo the Lancaster University. Regular reports are received from the University and from lime-to-lime presentations are given to the TTuslees by students who re¢eived grants. ReseNes Under the terms of the Deed the Trustees are able lo expend both income and capital. For the year ended 31 March 2024 the Trustees have adopted a policy lo only utilise the income generated from the inve81menl portfolio retaining the capital. Given the ability lo expend bolh income 8nd capital there is no strict requirement to hold reserves as such. However, the Trustees have in place an Income Reserve Account (see note 13 of the accounlsl. Designated income funds include the Income Reserve Account and the Travelling Fellowship Aocounl. The Income Reserve account will continue lo be used for major commitments such as previous investment in the Salford Inslilule of Dementia and the Professor Sir Robert Boyd Fellowship, The Trustees intend to continue lo transfer funds into the Income Reserve account when available with £90,000 being transferred in the year ended 3151 March 2024. The CLJrrenl balance on the Income ReseNe Account as al 31¥t March 2024 was £248.074. The balance held in the Travelling Fellowship account al 31 March 2024 was £Nil. On an annual basis, transfers are made lo the account from the unreslricled fund sufficient lo meet Iravelling fellowship grants awarded. Investment policy The Trustees have widè powers of Investment in accordance wf(h the provisions of the Trustee Act 2000. Having ¢ompleled their review of Investment Managers, the Trustees appointed CCLA Investment Management Ltd in July 2020 to manage the investment portfolio. The entire portfolio is now invested in the COIF Charities Investment Fund. The fund will provide certainty of incorne going foNard and aims to provide both capital and income growth in real terms over the mediumAong term. The Investment Policy was reviewed and approved by the Tiuslees in March 2022. The CCLA COIF Charities Fund investment obj¢¢live is aligned wlh the Investment Policy.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2024 Rlsk management The Trustees continually review the major risks lo which the Trust is exposed and have established systems and procedures lo m8nage those risks. The Trustees consider volalility of income generation lo conslilule the Trust's major risk. This is miligaled by the distribution poli¢y of the COIF Charities Investment Fund. Th& level of income generated from the porilolio conlinues lo be closely monitored by the Trustees. Grant maklng policy, aims and objectlves and ptjbllc benefit The Trustees confirm that they have referred lo the guidance contained in the Charity Commission General Guidance on Public Benefit when reviewing the Trust's aims and objectives, planning future activities and agreeing grant making policies. In particular, the Trustees scrulinise all applications very carefully including, where appropriate, reviwing th$ lalesl available annual Report and Accounts, lo ensure that grants awarded are for public benefit. Indeed, ill most inslanees, the Trust Makes grants lo other registered or exempted UK Charities (including educational and other relevant inslitulions) as the Trustees consider such organisalions, established as they are for publi¢ benefit, are best placed lo be parties in support of ils ¢h8rilable objectives. The Trustee8 have agreed lo adopl the Charity Commission Governance lor smaller charities. Plans for future periods 1. The Trustees have established The Professor Sir Robert Boyd Fellowship with the first award made in November 2021. The Trustees have determined that the award has been a great success and as such have approved a second Sir Robert Boyd Fellowship which is expected lo be awarded in November 2024. 2. To expèdite deGision making on grant applications from small charities, the Trustees continue lo meet four times per year. 'Gelleral' appli¢ations from charilies are considered four limes per year, whilst Minor Medical Grants are considered twice per year. Usual in Mar¢h and October. 3. The Trustees are commilled lo social diversity, equality and inclusion. The TrLFslees conlinue lo develop systems lo idenlify whether, nolwilhslanding the directions in the Trust deed in respe¢t of making grants lo charities conGerned with old people, any person or organisalion with a protected characlerislic is being appaTenlly unfairly di58dvantaged in accessing funding, and will monitor the outcome of their decisions al each meeting. 4. The Trustees recognise that there is an impending retirement and succession planning arrangements are in place. This report was approved by the Board of Truslees on .and signed on ils behalf by.. Professor M A Pearson MA PhD HonMFPH Chalr
THE DOWAGER COUNTESS ELEANOR PEEL TRUST INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 Opinion We have audited the financial statements of The Dowager Countess Eleanor Peel Trust for the year ended 31 March 2024 which comprise the Slalemenl of Financial Aclivilies, the Balance Sheet. the Cash Flow Slalement and notes lo the financial slalemenls, including 8 summary of significant accounting policies. The financial reporting framework that has been applied in their prep8ralion is applicable law and United Kingdom Accounting Standards Iunited Kingdom Generally Accepted Accounting Pra¢licel including FRS102 'Th¢ Financial Reporting Standard appli¢able in the UK and Republic of Ireland.. In our opinion the financial slalemenls.. give a true and fairview of the slate of the charity's affairs as at 31 March 2024, and ol ils incoming reSoUrS and application of reSoUrs, lor the year then ended., have been properly prepared in accordance wlh United Kingdom Generally Accepted AcGounling Practi., and have been prepared in ac¢ordance with the requirements of the Charities Act 2Q11. Basis for opinion We conducted our audit in accordance with Inlernalion81 Standards on Auditing {UKI IISAS IUKI) and applicable law. Our responsibilities under those standards are further described in th& Auditor's responsibilities for the audit ol the financial 51alements se¢lion of our report. We are independent of the charity in accordance with the ethical requirements that are relevant lo our audit of the financial slalemen15 in the UK, including the FRC'S Ethical Standard, and we have fulfilled our olher ethi¢al responsibilities in accordance wrth 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 goillg concern In auditing the financial slalemenls, we have ¢oncluded that the Iruslees, use of the going canrn basis of a¢¢ounling in the preparation of the financial $18temenls is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating lo events or conditions that, individually or colle¢lively, may cast significant doubl on the charity's ability lo continue as a going concern for a period of al least e1ve months from when the financial stalemènls are aulhorised for issue. Our responsibilities and the responsibilities of the trustees with respect lo going concerll are described in the relevant sections ol this report. Other information The Iruslees are responsible for the other information. The other information corllprises the information included in the trustees, annual report, other than the financial slalemenls and our auditor's report Ihereon. Our opinion on the financial slalemenls does not ¢over the other information and, exp1 to the extent othenlSe explicitly slated in our report. we do not express any form of assurance conclusion Ihereon. In connection with our audit of the financial slalemenls, our Tesponsibilily 18 lo read the other information and, in doing so, consider whether the other informalion is materially inconsislenl with the financial slalemenls, or our knowledge obtained in the audit or otherwise appears lo be materially misslaled. If we idenlify such material inconsistencies or apparent material misslalements, we are required to determine whether Iheff is a material misslalemenl in the financial slalements or a material misstatement of the other information. If. based on the work we have performed. we con¢lude that there Is a material misslalemenl of this olher information. we a required lo report that lacl. We have nothing lo report in this regard.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 Matters on which we are required to report by exception We have nothing lo report in respect of the following mallers where the Charities Act 2011 requires us lo report lo you if, in our opinion.. the infotmalion given in the Trustees, Annual Report 1$ inconsistent in any material respect vAlh the financial slalemenls., or sufficient accounting records have not been kept,. or the fin8n¢ial statements are not in agreement with the accounting records and returns,. or we have not received all the information and explanalions we require for our audit. Respective responsibilities of trustees As explained more fully in the Truslees, Responsibilities Slalemenl, the Trustees are responslble for the preparation of financial slalemenls which give a true and fair view, and lor such internal control as the tru51ees determine is necessary lo enable the preparation of financial slalemonls that are free from material rnisslalemenl, whether due lo fraud or error. In preparing the financial slalemenls, the Iruslees are responsible for assessing the charity's ability lo continue as a going concern, disclosing, as applicable, mallers related to going conrn and using the going concern basis of accounting unless the Iruslees eilher inlond lo liquidate the ¢harily or lo cease operations, or have no realistic allernalive bul lo do so. 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 m8de under section 154 of that Act. Our objectives are lo obtain reasonable a8suran¢e about whether the financial slalemenls as a whole are free from material misstatement, whelhei due lo fraud or error, and lo issue an auditor's report Ihal includes our opinion. Reasonable assurance is a high level of assurance, bul is not a guaTanlee that an audit conducted in a¢¢ordan¢e with ISAS IUKI will abways delecl a material misslalemenl when f( exists. Misstalemenls ¢an arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected lo influence the economic decisions of users taken on the basis of these financial slalemenls. Irregularities, including fraud. are Instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, lo delecl material mi55lalements in rospecl ol irregularities. including fraud. The specific procedures for this engagement and the extent lo which these are capable of delecling irregularities, in¢luding fraud is detailed below.. Enquiries rith management, about any known or suspected instances of non-eompliance wrth laws and regulations and fraud., Auditing the risk of management override of ¢onlrols, including through lesling journal entries and other adjuslmenls for 8pproprialeness'. Reviewing correspondence with the Charities Commissvjn.. and Reviewing lyjard minutes. Because of the inherent limitations of an audit. Ihere is a risk that we will not delecl all irregularities, including those leading lo a material misslalemenl in the financi81 statements or non-¢omplian¢e with regulation. This risk increasès Ihe more that compliance with a law or regulation is removed from the events and transactions reflected in the finanGial statements, as we will be less likely lo become aware of instances of non-complignce. The risk is also greater regarding irregularities occurring due lo fiaud rather than error. as fraud involves intentional concealment, forgery, collusion, omission or MIsrepSenta(ioll. A further description of our responsibilities for the audit of the financial slalements is located on the Financial Reporting Council's website al.. www.frc.org.uklaudilorsresponsibililies. This dascriplion forms part ol our audilorfs report.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 Usè of our report This report is made solely lo the charity's Iruslees, as a body, in accordance with Part 4 of the Charities IAccounls and Reports) Regulations 2008. Our sudil work has been undertaken so that we might slate lo the charity's trustees those mallors we are required lo slate lo them in an auditor's report and for no other purpose. To the fullest extent permilled by law. we do not accept or assume responsibility lo anyone other than the charity 8nd the charity's trustees as a body, for our audit work, for this report, or for the opinions we have formed. MHA statutory Auditor Richard House Winckley Square Preston PR1 3HP Dale IllIDIoo£'i MHA is eligible lo act as an auditor in terms of section 1212 01 the Companies Act 2006. MHA is the Irading name of Maclnlyre Hudson LLP, a limited liability partnership in England and Wales Iregislered number OC3123131.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024 Designated Designated income Capital funds funds Total funds 2024 Total funds 2023 Unrèstricted funds Not• Income and endowments from: InveslrrEnls 625,561 10.843 636,404 622,835 Total Income and endowments 625.561 10,843 636.404 622,835 Expenditure on: Charitable actiifilies 631,319 105,385 736.704 383,539 Total èxpendlturo 631.319 105,385 736.704 383,539 Net incomellexpenditure) 15.7581 194,5421 1100.3001 239,296 Transfers tEtween funds 12 1195,3851 195.385 Net incomellexpendlturel before ains11105sesl on investments 1201,1431 100.843 1100,3001 239.296 Net gainslllossesl on inveslryEnl assets 1.858.449 1.858.449 {787,9681 Net movement In funds 1201.1431 100,843 1,858.449 1.758.149 {548,6721 Reconciliation of funds Tota1 funds brought forward 338,209 147,231 20.232,977 20.718,417 21,267.089 Total funds carried forward 137,066 248.074 22,091,426 22.476,566 20,718,417 The st8lemenl of financial activities in¢ludes all gains and losses re¢ognised in the year. All income and expenditure derives from continuing aclivilies. -10-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST BALANCE SHEET FOR THE YEAR ENDED 31 MARCH 2024 Designated Designated income capital funds funds Total funds 2024 Total funds 2023 Unrestricted funds Note Fixed assets: Investments 22,091,426 22,091,426 20,232.977 Current assets: Debtors Cash and Cash equivalents 10 10 148,445 200,737 958 373,793 149,403 574,530 160,896 467,944 349,182 374,751 723,933 628,840 Liabilities: Creditors.. amounts falling due 11 wthin one year 212.115 126,678 338,793 143,400 Net current assets 137.066 248,074 385,140 485,440 Total assets less current Ilabllltles 137.066 248,074 22,091,426 22,476,566 20,718,417 Creditors.. amounts falling due after more than one year Net assets 137,066 248,074 22,091,426 22.476,566 20,718,417 The funds of the Trust.. 12 Unrestricted funds Designated income funds Designated capital funds 137.066 137.066 248,074 22,091.426 338,209 147,231 20,232,977 248,074 22,091.426 137.066 248,074 22.091,426 22,476,566 20,718,417 These financial statements were approved and authorised for issue by the Board of TNslees on -.and signed Dn ils behalf by,. Professor M A Pearson Chair The notes on pages 12 10 22 form part of these accounts.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2024 Total funds 2024 Total funds 2023 Note Cash flows from operating activitles.. Net cash used in operating activities {S29,818) {673,19SI Cash flows from Investing activities.. Diiridends and interest from inStMentS Proceeds from sale of InvestnIg Purchase of iniE5tments 636,404 622,835 Net cash g8neratedfrOn(USed in) investing actwities 636,404 622.835 Change in cash and cash equivalents in the reportlng period Cash and cash equivalents at the beginning of the reporting period 106,586 {50,361) 467.944 518,305 Cash and cash equivalents at the end of the reportlng period 574,530 467,944 Reconciliation of net in¢omellexpenditurel to net cash flow from operatlng a¢tlvities- 2024 2023 Net expenditure for the rengper10d Adjustments for.. (Gainslllosses on investmènts Diwdends and interest from inveslnEnts Ilncrease)IDecrease in debtors In¢reasellDecrease) in creditors 1,758,149 1548,6721 {1,858,4491 {636,4041 11,493 195,393 787,968 1622.8351 114,720} 1274,93n Net cash used in operating actlvltles 529,8181 1673,1961 Analysis of cash and cash equivalent5 2024 2023 Current Count Deposit account 250,648 323,882 221,448 246,496 574,530 467,944 -12-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 Accounting policies A summary of the principal accounting policies. all of which have been applied consislenlly throughout the year and the preceding year, is sel out below. Basis of preparation The charity conslilules a public benefit enlily as defi'lled by FRS 102. The accounts {financial statements) have been prepared in accordan with Accounting and Reporting by Charities.. Slalement of Recommended Practice applicable lo ¢harilies preparing their accounts in accordance with the Financial Reporting Slandard applicable in the UK and Republic of Ireland IFRS 1021 issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland IFRS 1021, the Charities Act 2011, and UK Generally Accepted Practice. The acGounls Ilinancial slalemenlsl have been prepared lo give a 'true and fair. view and have departed from the Charities (Accounts and Reports) Regulations 2008 only lo the extent required lo provide a 'lrue and f8ir view,. This departure has involved lollowing Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 issued in October 2019 rather than the Accounting and Reporting by Charilies.. Slalemenl of Rec¢Jmmended Practice effeclThie from 1 April 2005 which has since been withdrawn. Going concern The financial statements have been prepared on a going concern basis as the Iruslees believe that no material uncertainties exist. The Iruslees have considered the level of funds held and the expected level ol inGome and expenditure for 12 months from aulhorising these financial slatemenls. The budgeted income and expendilure is sufficient wlh the level of resetves for the charity lo be able lo continue as a going concern. Funds structure The funds held by the Trust are unreslricled funds, which can be usad in accordancewth the Charitable objects al the discretion of the Trustees. Income recognition Interest on funds held in deposit is included when receivable and the amount can be measured reliably by the Trust., this is norrllally upon r)olili¢alion of the interest paid or payable by the bank. Income on investments is included when ieceivable and the amount can be m¢asured reliably by the Trust. This is normally on the dale the fund declares a distribution lex-dividend dale} CCLA provide a rebate to Trust of some of investment fees charged al the fund level. This rebate is recognised wrthin income when received. Expendlture recognition Liabilities are re¢ognised as expenditure as soon as there is a legal or conslruclive obligation commilling the Trust lo that expenditure, il is probable Ihal selllemenl will be required and the amount of the obligation can be measured reliably. All expenditure is accounted for on an accruals basis. All expenses, including support costs and governan costs. are allocated or apportioned lo the applicable expenditure headings in the statement of financial a¢livilies. For more infomialion on this allocalion refer lo note 5. Grants paid or payable in the year are Irealed as charges lo the Slalement of Financial Aclivili&s. Granls aulhorised bul not yet due are charged lo the Slalemenl of Financial Activities in the year in which Ihe commitment arises. Allocation of support and governance Costs Support costs have been differenlialed between governance costs and other support costs. Governance costs comprise all costs involving the public accounlabilily of the Trust and ils compliance with regulation and g¢Jod pracli¢e.
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 Accounting pollcies {continued} Charitable activities The exp&ndilure on charitable activities includes grants made, governanco ¢osls and support oosls. Fixed asset Irivestments Investments are initially re¢lnIsed al their transaction value and subsequently measured al the published bid Pri as al the balÈnce sheet dale using the Closing quoted market price. The slalemenl of financial activities includes the nal gains and losses arising on revaluation and disposals throughout the year. The Trust does not acquire or use pul options, derivatives or other complex lin8n¢ial inslrumenls. Reallsed gains and losses All gains and losses are taken lo the statement of financial activities as they arise. Realised and unrealised investment gains and losses are combined in the slalemenl of financial aclivilies. Judgements and key sources of estlmation uncertalnty There have been no judgements (apart from those involving eslimalesl made in the process of applying the above accounting poli¢i¢s. There have been no key assumptions concerning the future and other key sources of eslimalion uncertainly al the reporting dale that have a signifi¢anl risk of causing a material adjustmenl lo th8 carrying amounts of assels and liabilities within the next financial year. Legal status of the Trust The Dowager Countess Eleanor Peel Trust was established undèr a trust deed dated 3 May 1951. This was in pijrsuance of the Will of Eleanor Dowager Countess Peel who died on 9 November 1949. The Trust Deed provides that the incorlle of the Trust Fund land in certain cases the capital Ihereofj should be paid or applied for such charitable purposes as the Trustees should think fil. They are enjoined lo have particular regard for medical charities, charities for old people and those who have fallen on hard limes through no fault ol their own and the charitable bodies specified in the Schedule lo the Trust Deed. They are prohibited from giving money lo charitable bodies subslanlially under the control of central or local government or charitable bodies primarily devoted lo Children. -14-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Investment income 2024 2023 Investment income Income from inveslryEnl fund units 621,587 619,962 Bank interest 14,817 2,873 636,404 622,835 Of the investment incomo roceived in the year. £10,843 was atlribulable to designated income funds 12023.. £2,129), £nil was allribulable lo the designated capital fund 12023.. £nil) and £625,561 was allribulable lo unreslricled funds {2023". £620,706). Expenditure on charitable aclivltles 2024 2023 Grants expenditure Inote 7): Grants payab lo charities not specified in the schedule to the Trust Deed .Grants payable lo charities specified in the schedule to the Trust Deed Tralling fe110vhIp awards 542,906 215,593 105,385 90,000 648,291 305,593 Grant related support costs: GoiErnance and support costs (Note 5) 88,413 77,946 736,704 383,539 Of the expendittjre on charitable aclivilies incurred in Ihe year, £105,385 was allribulable to designated income funds12023'. £353,610) and £631,319 was allributable lo unreslricled funds12023.. £283,537). -15-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Allocation of govemance and other support costs Governance Support 2024 2023 Trustees, remuneration Trustees, elpenses Website & advertising Secretarial Seririces Secretarial Expenses Audit & accounlancy Bookkeeping Other 7,650 21.600 3,485 4.046 40,028 29.250 3,485 4.046 40,028 27,750 473 3,210 36,660 31 7,062 2,760 7.974 7,974 2,880 750 2,880 750 15,624 72.789 88.413 77,946 Trustees, remuneration and related party transa¢tions 2024 2023 The following amounts were paid lo the Tmstees IN respect of their services as Iruslee., RM Parkinson Professor C P Sibley Professor R T Ramsden Professor M A Pearson - Chair J P Manduell Professor C H Toh D J Parkinson 4,500 4,500 2,250 9,000 4,500 4.500 4,500 7,500 2,250 4,500 4,500 4,500 29,250 27,750 Payments lo the Trustees are permitted by the Tfusl Deed. During the year, expenses lolalling £3,485 12023.. £4731 were reimbursed to 6 12023.. 3) trustees. These were expenses incurred by the Trustees in accordance with the expense policy whi¢h was updated in November 2019. Related party transactions There were no related party transactions in the year. -16-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Analysis of grants The Trust undertakes ils charitable activities through grant making and awarded grants lo a number of individuals and inslilulions in futlherance of ils charitable activities. 2024 2023 Balance payab brought forward 135,666 404,755 Premousty awarded granls released New grants awdrded in the year {16,0401 664,331 129,6041 335,197 Net grant cost in the year (note 4) 648,291 305.593 783,957 710,348 Grants paid in the year 1478,654) 1574,6821 Balance payable carrled forward 305,303 135.666 Being., Due wlhin one year Inole 11)-. Tralling Felk)vtship awards Other Due after more Ihan one year {note 101.. Oiher 27,412 277.891 36,400 99,266 305,303 135,666 During the year grants were made to 63 12023.. 431 institutions as detailed below for the following purposes.. 2024 2023 Medical charities including medical research Chari*'es in connection nth old peop Charities assisting people have fallen upon einl times through no fa of their ovm Scheduled charities Other eharilable purposes 153.064 11,000 298.842 43,317 14,000 144,000 80,000 14,276 Totsl grants made lo Charities Travelling FellohIpS and grants 542,906 215,593 105,385 90,000 Total grants made 648,291 305.593 -17-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Auditor's remuneration The audilorfs remuneration consliluled en audil fee of £7,974 (2023.. £7,062) for the year lo 31 March 2024 (inclusive of VATI. In addition, non-audil fees of £2,88012023.. £2,760) were paid lo the firm of auditors for the provision of bookkeeping. Fixed assèt investments 2024 2023 Capital account Market value brought forward al 1 April 2023 20,232,977 21.020,945 Additions lo investments al cost Disposals at carrying Vdlue Nel gainllbssl on revaluation 1.858,449 1787,9681 Market valuè as at 31 March 2024 22,091,426 20.232,977 Ht5torical cost as at 31 March 2023 18,826.540 18,826,540 Investments at market value Gomprised.. Pookd investnEnt vehicle 22,091,426 20,232,977 Market value as at 31 March 2024 22.091,426 20,232.977 All investments are carried al their maikel value. Holdings in ¢ommon investment funds, unil trusts and open-ended investment companies are al the bid price. Asset sales and PUTchases are recognised al the dal& of trade al Gosl Ilhat is their transaction81 valuel. -1
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS ICONTINUED FOR THE YEAR ENDED 31 MARCH 2024 10 Analysis of currènt assets 2024 2023 Accrued Income Grant return Debtors Cash and cash equiwalents 149,403 146,176 14,720 160,896 467,944 149,403 574,530 Current assets 723.933 628.840 11 Analysis of current liabillties 2024 2023 Creditors and Accrued Charges Grants Payab 33,490 305,303 7,734 135,666 338,793 143,400 -19-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 12 Analysis of charitable funds- current yèar Balance at 1 April 2023 Balance Gains and at 31 March losse5 2024 Income Expenditure Transfers Unrestricted funds.. Income account 338,209 625.561 1631,319) 1195,385) 137,066 Designaled income funds." Income reser account 147,231 10,843 go,000 248,074 Travelling fellohIp account 1105,385} 105.385 Desffgnated capital fun(ts.' Capitsl account 20,232,977 1,858,449 22,091,426 20,718,417 636,404 {736,7041 1,858,449 22.476,566 Incomè account The Income account is an unreslricled fund used for the day-lo-day purpose of supporting the operations of the Trust. Transfers are made from the Income account lo the other designated funds lo support specifi¢ grant making activities. Income reserve account The Income reserve is held lo cover major future grants and £90.000 was transferred from the Unrestricted Reserve during the financial year. Travelling Fellowship account The Travelling Fellowship account is held for the purpose of awaidlng Travelling Fellowship grants. On an annual basis. transfers are made to the account from the unreslricled fund sufficient lo meet the value of grants awarded. Capital account The capital account is held for the Purpose of income generation. Trustees have the power lo distribute funds fmm the account, bul this is not part of the current policy of the Trust. -20-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST NOTES TO THE ACCOUNTS {CONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 13 Analysis of charitable funds- previous year Analysis of charitiable funds - previous ygar Balance at l April 2022 Balance Gains and at 31 March losses 2023 Incon Exp8ndture Transfers Unrestricted funds.. Income account 181,040 620, 706 (283,537) (180,000) 338,209 Designatedincome funds.. Income reserve account 65, 104 2, 129 (f 0,002) 90.000 147,231 Travelling fellowship account (90,000) 90. 000 Designated capltal funds." Capilal account 21, 020, 945 (787,968) 20,232.977 21,267,089 622,835 (383,539) (787.968) 20.718,417 14 Analysis of net assets between funds- prevlous year Deslgnated Designated Income capital fvnds funds At 31 March 2023 Unrestricted funds Fund balances at 31 March 2023 are rapresented by- Investments Current assets Creditors falling due wthin one year 20.232,977 20.232,977 628,840 1143,400} 345.943 (7,7341 282,897 1135,6661 338.209 147.231 20,232,977 20.718,4q7 -21-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX FOR THE YEAR ENDED 31 MARCH 2024 Appendix A- Grants made to Charitie5 speclfièd in the schedule to the Trust Deed Total 2024 Total to date Blind Veterans Uk (former Sl Dtjnstan'sl Ex-seririces Mental Welfare Society Famity Welfare Association Friends of the Elderly The Friends of Sl Kalherine's House (formerly St John's Hostels for Elderty Ladies) {St Kalherine's House Appeal Wantagel The Gibb Fellovtship Fund (fOrerlY British Empire Cancer Campaign) Greater London Fund for the Blind Guild of Aid for Genlbpeople Independent Age {formerly Royal United Kingdom Beneficent Association) Invalid Meals of London Ilnvalid Kitchen of London) League of Remembrance Macmillan Cancer Support (f0rrner Ma¢Millan Cancer Relief and Cancer Relief Macmillan Fund) Moorfields Eye Hospital London (formerly Moorfields Westminster and Central Eye Hospital) National Council of Social Seridce 1f0rrrer Old People's Welfare Association) ma League "Not Forgotten" Ass(Ki81ion People's Dispensary for Sick Animals Queen Alexandra Hospital HonE (formerly Queen Aexandra Hospital Home for Disabled Ex-serwcemenl Royal Blind Society (Formerly Royal Blind Pension Society of the United lfj Royal British Legion Iwarious Branches) Royal Eye Hospital Le2gue of Friends Iformerw Royal Eye Hospital) The Royal Marsden Cancer Campaign Iformerty the Royal Marsden Hospital Charity) (Royal Marsden Hospital) (Royal Cancer Hospital) Royal Medical Bene)Ient Fund Royal Wanstead Children's Foundation (Formerty Royal Wanstead School) Sl John's Guild for the Blind Worlhing Sl Martin-in-Ihe-Fields Christmas Appeal Fund Schoolmislresses, and i))rneSses. BeneK)lenl Institution Shipwecked Fishermen and Mariners, Royal Benevolent Society Society for the Assistance of Ladies in reduced Circumstsnces 2 Care (former SOS Society) Winchester Hospital {Amenilies Fund) 11,200 33.000 64,228 26,500 13,450 3,050 20,550 18,800 5.000 2,050 7,050 53,300 1,500 3,450 7,400 27,000 16,600 28,800 36,003 17,341 1,500 49,650 2.450 57,870 5,050 3,000 34,300 8,250 2,550 25,150 1.200 587,242 -22-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B - Grants mad8 to Charities not specified in the schedule to the Trust Deed Total 2024 Total to data Abbeyfield KnLJlsford Society Abbeyfield Lancashire Extra Care Society Abscent A¢lion for Dementia Action on Elder Abuse Acre Housing Adullam ProgramTr A F & V Launchpad Afghanistan and Central Asian Association Age Con¢eTn LirpoOl & Sefton Age UK {fornErly Age Concern, England) Age UK Lancashire Age UK South Lakeland Age LIK Trafford dis Trust The Aldingbourne Trust All Saints Church ThehAell All Together Now Alzheimer's Research Trust Ambleside Parish Centre Anthony Seddon (The) Fund Arllink, Wesl Yorkshire The Ashley Foundat'on Asirus Asylum Link hfErseyside Aulislic Society, Greater Manchester Area IASGMA) Back Care Back on Track 8arnabus Barrow & District Society for Ihe Blind The Basement Night Drop-ln Centre BASIC IBrain and Spinal Injury Centrel Bath Institute of Medical Engineering Beacon Counselling Bedford Guikl House Beds Garden Carers Being There Bendrigg Trust (former Lodge) Betel of Brifain Bipolar UK { formerly MDF The Bipolar Trust) Bir¢hall Trust (The) 5.000 10,000 3.000 15,000 15,000 8,000 7,500 13,000 7,500 5,000 86,163 27,990 5,000 5,000 7,500 5,000 5.000 2,500 8,700 8,000 3,300 2,500 fjo,000 500 10.000 5,000 2.aoo 15,000 20,500 20,000 35,000 20,000 22,500 3,295 2,000 7,000 5,000 46.500 5,000 9,000 5,000 7.500 2,500 5,000 Carrled forward 15,000 498.948 -23-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B - Grants made to Charities not speclfied In the schedule to the Trust Deed Icontlnuedl Total 2024 Total to date Brought forward Birkenhead Young Ven's Christan Association Blackpool Carers Centre Ltd BLgdder and Bowel Foundation The Blind Society of North Tyneside Limited Blue Sky Trust The Boaz Trust Body Positive North Wesl Bollington Community Association Bolton Deaf Society Bolton Carers Support Bolton North CAP Centre (St Peter's Church) Bolton STEPS BovAand Penine Mountain Rescue Team Breakthrough Uk Bradbury Fiekjs Brain Centre {Thel The Bridgend Centre Bridge Church Bolton British Disabled Angling Association Bridge Priory Trust British Liver Trust British Red Cross British Skin Foundation British Stammering Assctialion The Britue Bone Society Bury Hospice Calibre Audio Libiary caert Trust Cancer Care Norlh Lancs and South Lakeland Cancer Support Scotland Canopy Housing Project Cancer Comnwnity Hub Care and Respite Support SeTMces Carer Support South Lakes Caring for Life Carlisle Eden Mind Chester L(MJgings and Support Promders ICLASPI Chiklren's Safety Education Foundation Christ Church Morton Christians Against Poverty Church Housing Trust Church in the Bain 15,000 498,948 9,490 15,940 3,000 2,000 8,000 5,000 10,000 2,025 11,440 15,000 3,000 5,000 12,840 2,000 17,500 5,676 2,000 11,000 5,000 10,000 10,000 25Q,000 13,596 5,000 4.000 15,000 7,500 55,000 3,000 5,000 6,300 45,000 5.000 11,000 25,500 2,500 2,500 2,500 5,000 14,500 16,500 5,000 3,000 10,000 Carried forward 28,000 1.164,255 -24-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B- Grants made to Charities not specified in the schedule to the Trust Deed {contlnuedl Total Total 2024 to date Brought forward The Choir With No l%la Citizens Adl¢e South Lakeland Clatterbridge Cancer Research CROP {Coalition for the Remval of Pimpingl The College of Sl Barnabus Colne Open Door Centre Ltd Community Cancer Hub Community Housing and Therapy Community Little Hutsn Community LiS Matter Community solul.ons North West Ltd Compass Counselling SeriAces Cornerstone Community Care Council for Assisting Refugee Academics Council for at Risk Academies The Counselling and Famity Centre Criminon UK Crossroads Care East Lancashire Crossroads Care North Wesl Cued Speech Association UK {Formerty National Centre for Cued Speech) Cumbria Cerebral Palsy Cumbria Community Foundation { including Cumbria Flood Relief ReCory Cumbria Deaf Association Cumbria Drug and Alcohol AdiAsory Seriice Cumbria Rural Citizens Admce Bureau Cyril Flint Befrienders Dart Intern"on21 UK DEC Secretariat (for Somilia, East Africa) Deaf Connections Deafblind S¢olland Dementia Together Wirral Designability Desilution Project Diabetes UK DISA Domeslic VionCe Centre Disability Adw"ce Wesl Lancs Disability Equility {NWI Ltd Disability North Distress Support Foundation The Dukes East Cheshire Fk)spice East Coast Hospice 28,000 1.164,255 2,800 10,000 5,000 5.000 23,000 5,000 145,0001 8,000 6,000 4,200 3,000 5,000 13,000 60,000 10,000 5,000 5,768 4.650 2,700 25,000 2.500 17,500 4,000 7,500 2,500 4,000 2,500 5.000 16,500 5,000 4.000 10,000 8,000 28,597 5,000 9,300 5,000 3,500 2.500 28,000 15.000 10,000 3.000 5.000 4,000 4,000 2,500 Carried forward 46,500 1,518,270 -25-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B - Grants made to Charities not specified In the schedule to the Trust Deed Icontinuedl Total Total 2024 to date Brought forward East Manchester coMnity Boat East Meon Parachial Church Council Emerge 3R's Emmaus BoOn Emmaus Merseyside Emmaus saOrd Empored People Excellent Delopment Lirrited Family Tree Wirral Faith in the Community FleeI)0d Fareshare Farnrth Baptist Church Fatima Women's Association Federab"on of Jemrish Services Firsllight Foundation Fishing for Heroes Foodcyc Footsteps 20DO Limited The Foundation for Prevention of Blindness Fortalice The Friendship Circ Fronuine Trust Furniture Matters The Furniture Slati Fylde Coast Women's Aid The Genesis Breast Cancer Prevention Appeal Go(Id News Family Care Greater Manchester Bangladesh Association Gril Street Aid Grizebeck Village Hall Greater Manchester Bbod bikes Growng Together Growng Well GLI1 Initiative Furniture Trust IGIFT 921 Hatton Haven Haslingden Community Link Haven Trust Supporting People Limited Headwdy Dew)n The Healing Foundation arlbeat ron Corn Milll Beelham Trust HFT 46,500 1,518,270 5,000 8,760 30,000 15,000 12,000 10,000 10,500 26,455 1,500 4,000 15,000 5.000 10.000 10,000 10,000 1.000 5,000 3.500 5.000 5,000 3,500 3,000 3,000 10,000 2,846 9,650 2,500 1,000 7,500 5,000 2,500 7,500 18.000 3,000 i 0,000 5,000 5.000 5,000 75,000 5.000 5,350 5,000 250 5.000 2,500 2.500 7,500 7.01)0 Carrled forward 71,250 1.905.331 -26-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B - Grants made to Charltles not specifled in the schedule to the Trust Deed Icontinuèdl Total 2024 Total to date Brought forward The Fred Hollows Foundation Higher Fokls Community Centre (Leigh) Ltd High Level Northern Trust Homeless Support Project Homes of Hope Homes lo Work Ltd Hope for Justice Hopes and Beams Hornby Viltage Trust Hospice al Home West Cumbria klouTglass (Safer Ageingl kk)using Justice If0MeT The Catholic Housing Aid Society) Humans MCR Hunlinglon's Disease Association Hyndburn HOnse Society Imagine If Trust Independence at Home Institute of Orthopaedics, Oswestry Institute of Psychiatry Interact Stroke Support International Aid Trust International Sermces Jigsaw (Bury) Just-ice Poynton Justlife Foundation The Karen Hilhribes Trust Katie Piper Foundab"on Keekle Village Hall Kirkby-in-furness Community Centre Kirkgale Arts Lancaster Christ Church PCC Lancaster Girls Grammar School Lancaster University Lancaster university18iomedical and Life Sciences DIls1On) Lancaster Lkniversity IDeparlrrEnl of Biological Sciences) Lancaster Citizens Adirice Bureau Lancaster and District Homeless Action Serwce Lancaster Royal Grammar School (Peel Further Education Award) Lancashire Flood Appeal 71,250 1.905,331 2,500 7,500 5,000 5,000 5,000 3.000 10,000 3,452 1,000 8,000 5,000 19,000 11,000 29.500 7,500 3,000 5.000 274,835 14,914 8,000 10,000 1,000 3,000 6.000 10,000 27,274 10,000 7.500 10,000 2,500 2,500 32,000 425,976 24,000 673,500 26,618 43,000 149.700 2.500 5,000 5.000 5,000 3,000 5,000 6.000 3.000 10,000 6,000 10,000 Carried forward 129,250 3.800,600 -27-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B - Grants made to Charities not speclfled In the schedule to the Trust Deed Icontinuedl Total 2024 Total to date Brought forward Lancashire Women's Centre Lake District Mobility L'Arche LatlUde Global Volunteering (formerly GAP Actilty Projects) Leyland Baptist Church LGBT Foundation Lightbeam acade Listening Books LiiErpool LIrpOOl Bereaent Senrices LirpoOl School of Tropical Medicine LI[pool University Hospital NHS Trust Limbless Associats"on LI Music Now North Wesl The Liirings Painting Trust LOL Foundation (The) London School of Hygiene ané Tropical Medicine Macular Disease Society Making a Difference - Ta£Side Mali Medics Manchester Action on Street Hea Manchester alliance Manchester Camerala Manchester Cares Manchester Centre for Genome Medicine Manchester City Mission Manchester Fungal Infection Group Manchester Melropolilan University Man¢hesler Personal Support Unit IPSUI Manchester Sikh Foundation Manna House (Cumbrial Marfan Trust Marriage Care Mary Sunley Canal Boat Maternal and Felal Healih Research Centre Mellor and District Community Assoc Mencap Liverpool Mersey Counselling and Therapy Centre Mobility Trusl Mood Svthngs Nerk More Music in Morecambe The Moliwation Charilable Trust Mustard Tree 129,250 3,800.600 7,500 3.700 17,500 10,500 7,500 5,000 10,000 40,750 {9,1601 5,000 55,420 19,942 4,000 10,000 2,000 5,000 28,000 6.000 7,000 500 10,000 10,000 10,000 10,333 13,500 12,500 10,000 97,431 5.000 5.aOO 15,000 8,000 4,500 5,000 10,781 5,000 9,000 3,200 5,000 10.000 7.500 34.000 26,700 7,500 5,000 19,942 10.000 5.000 3.181 5,000 4.500 7,500 Carrled forward 196,873 4,364.197 -28-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appeiidix B- Grants made to Charities not speclfiod in the schedule to the Trust Deed Icontinuedl Total Total 2024 to date Brought forward National Eye Research Centre National Gulf Veterans Families Association INGVFA} National Talking NeMBpapers Iforrnerly The Talking Npaper Association of the UK) 196.873 4,364,197 8,500 3,000 11,000 25,133 54,950 6,608 5,000 15,000 2,500 29,000 3,000 10,000 8,955 2,500 4,000 19,500 12,500 3.900 15.000 2,500 5.000 10,000 5.000 7,500 2.188.730 1,225.167 5,000 30,000 3.374 11.000 10,000 18,075 10,001 7,695 23,000 28,000 5,000 14,500 2,500 4,850 33,000 12,500 Neuromuscular Centre New Bridge New¢asUe unir$Ity Nicky Alliance Day Centre {Manchesler Jewish Community Care) Nightsafe Limited North Argyll Evenlide Fkjme Association Northern Care Alliance Fund North Lancashire Counselling Serce Northern Inslilule of Cancer Research {Nea$lle University) Nottingham Trent Unibprsity OCD Action Oklham Inspiring Youth The Olive 8ran¢h Open Door Centre (The) Open Country Outreach Conynunity & Residenlal Serifices Paintings in hospitals Parents against Child Sexual Eyploitalion ParkView4U Parkhaven Trust PCC St Silas, Blackburn Peel Medical Research Trust Peel Sludenlship Trust (University of Lancasteil Personal SLJpporl Unit Manchester The Progressive Supranuclear Palsy Association Queen Elizabeth Centre Hospital Raleigh International Reach Famity Project Research Centre for Musclosketal S¢ien¢e & Sports Medicine Re-cycle IBikes for Africa) Rebuild (Bury) Refresh Limited Rehabiliation and Medical Research Trust {REMEDI) Relate Lancashiie and Cumbria Refuge and Migrant Centre The Respite Association Restore Support NeOrk (North Westi Retired Expcutives Acl'on Clearing House IREACHI Ribble Valley Crossroads Ltd 4,000 15.000 10,000 7,500 5,000 7,500 80.000 5,000 Carrled forward 330,873 8,266,635 -29-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B- Grants made to Charities not speclfled In the schedule to the Trust Deed Icontinu&dl Total Total 2024 to date Brought forward Rochdak Borough Shopmobility Roehamplon University (London) RosetTEre Cancer Foundation { Lancashire Teaching Hospitak NHS Foundation Trust) Tre ROSSenda Trust Rossendale and Pendle Mountsin Rescue Team Resource 81ackburn The Rotary Club of Keswck Royal Holloway University of London SARELI (Salford Refugees UK) SEN-Families Support Group Speaking Up Speaking Out St George's unIr$Ity of London- DivThsion of Clinical DelOpment Sciences St Andremls Chuich St Andrews Comnwnity NeiMK)rk St Bride's Church St John's GLJild Sl Luke's Hospice Sheffield Sl Marks Church St Osthold's Church Sl Paul's Eye Unil St Thomas Church Lancaster St Wilfred's Centre Sl Wilfred's Church Grappenhall Salford Community Relations Link Propcl Salford Royal NHS Salwartion Army (The) The Salwation ATMY - Blackpool Citadel Corps Sandylands Melhodisl Church SaveTa UK School of Pharmacy and Pharmaceutical Sciences The Scottish Veterans Garden City Asso¢iation SCOPE {Beaumnl Coifege) Seacombe URC Seflon O.P.E.R.A The Sequal Trust (Formerly Sequall Sheffield PL3lkm UnlrS1ty 330,873 8.266,635 3,500 23,374 10.000 10.000 5,000 5,000 2,500 10,000 3,500 2,500 3,000 8.500 3,000 2.500 15.000 22,714 12,000 5,000 5,000 5,000 10,000 7,000 5,000 2,500 20,586 5.000 1,983 5,000 5.000 15,000 10,000 74,500 10,000 7,500 10,100 9.950 3,000 Carried forward 333,873 8,622.842 -30-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX {CONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B- Grants made to Charltles not specified in the schedule to the Trust Deed Icontinuedl Total 2024 Total to date Brought forward Shopmobility Stockport Shoulder lo Shoulder Shrewsbury Drapers Holy Cross Limited Simeon Care for the Elder Sight Adlse South Lakes The Silver Line Helpline Skerton Community Association The Society of Mary and Martha SPA (The Peggy Dodd Cenlrel {Fornprly SREMII The Space Centre Preston Ltd SpadeMK)rk Ltd Special Educational Needs Famitys Support Group Spinal Injuries ASsla10n Sportability Springfield Domestic Abuse Support South Lakeland staffordshire Women's Aid Stanley Grange Community Association Stockdales of Sale, Allrincham and District stockport User Friendly Fellovvship stockport Progess and RecorY Centre Streeknise Opera Supporting People in Need SWACA Swdnsea University Medical School The Surinfen Chariable Trust Tall Ships Youth Trust Tax Help for Older People Team Oasis Children's Charity Thomas Threlkeld Village Hall Trust TLC Talk,Lislen, Change Together DeTrEnli8 Support Tower Hamlets Mission Trafford DonEslic Abuse Services Treetops kk)spice Tmst Triple A Project Trinity Melhodisl Church Clilheroe 333,873 8,622,842 2,000 3,500 5.000 6,000 9.500 5.000 3,500 10,000 16.500 7,500 21,500 5.000 16,000 2,000 12,000 9.255 15,000 7,000 4,500 2,500 2,500 7,500 5,000 14,952 6,000 15,600 4,000 10,500 5,000 5,000 5,000 12,0 10,000 3,000 15,000 5,000 15,000 2,000 5,000 2.500 3,000 7,500 Carried forward 353,873 8,927,149 -31-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX {CONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B - Grants made to Charities not specified in the schedule to the Trust Deed {continuedl Total Total 2024 to date Brought forward Trinity United RefornEd Church Lancaster The Alliance Manchester The Daniel Turnberg Trust Fund The Deslilulion ProFct The Shoebox Fairies UCANDOIT UK Med UK North Blind Sailng Association Ulverslon Inshore Rescue Ulster University UNIQUE University of Bolton {Neurocognitionl University of Birmingham University of Cambridge University of Central Lan¢ashire Univeisity College London UniiRrsity of Cumbria- Faculty of Heatth and Science University of Cumbria (fOrnrIY Sl Marlin's College of Education Lancaster) University of Edinburgh University Hospital of WaS University of Hull University of Leeds - Institute of Functional Studies University of Leicester University of LirpoOl University of London University of Manchester University of Manchester (Salford Royal Hospital) University of Oxford University of Ptymoulh University of Salford University of Salford - Institute of Dementia University of Sl Andrew3 University of Slralhcykle University of Wolverhampton Veterans in Communities Village Water Vision of Adventure Vitalise IfoTmerly Winged Fellow6hip Trust) Voluntary Acts"on Broxt0 Vulture Club Wathew House 353,873 8.927.149 14,500 5,000 10,000 5,000 3.500 5,000 80,000 1,000 6,000 128,158 2,000 10,000 12.448 14,956 13,200 12,340 130.327 83,450 36,076 9,936 17.000 14,568 23,461 270,443 28.354 507,220 10,000 36.290 14,100 120,248 500,000 12,881 8,782 25,000 13,810 40.891 5,000 7,750 2,000 20,000 16,500 5,000 10.000 2,000 20.000 74.972 24,969 5.452 5.000 10,000 4.000 Carrled forward 515,266 11,204,338 -32-
THE DOWAGER COUNTESS ELEANOR PEEL TRUST APPENDIX ICONTINUEDI FOR THE YEAR ENDED 31 MARCH 2024 Appendix B- Grants made to Charities not specifled In the schedule to the Trust Deed Icontinuedl Total Total to date Brought forward Waycon Lea Partnership Warringlon YMCA Wafford New Hope Trust Wellbeing of Women Wellcome- Wolfson Inslilule for ExperinTrnlal Medicine Wells Community Wesley Community Furniture Wesl Cumbria Women lo Women Wesl Cumbria Domèstic Violence Support Wesl End Impact The West of England Multiple Sclerosis Society Limited Wesl Lancashire MS Society West Lancashire Women's Refuge The Wheelboal Trust THE WIDOWS EMPOWERMENT Wigan Warriors Comnmjnity Foundation Wildn0d Days Whilehaven Community Trust Wirral Churches Ark ProFCt WISH Wilhinglon Methodisl Church Woodlands Quaker Home for Llder People The Wowson Centre for Age-ReLqted Diseases Travelling Felk)MBhipslGranls Yad Veachisomoch L'chaim 515,266 11,204,338 5.000 8,000 3,000 117,209 14,585 7.500 5,000 9,950 10,000 12,000 5,000 1.000 3,500 5,000 5,000 5,000 5,410 5,000 23,000 4,500 5.000 5,000 10,000 696,279 8,000 7,500 10,000 7,000 3,140 105,385 648,291 12.183,271 Total of gTanls rrllde before 6 April 2009 vthich ha not been repealed 8,238.387 20,421,658 -33-