THE CHARLES BROTHERTON TRUST
REGISTERED CHARITY NUMBER 227067 TRUST DEED DATED 26TH FEBRUARY 1940
STATEMENT OF ACCOUNTS
FOR THE YEAR ENDED
31ST MARCH 2021
THE CHARLES BROTHERTON TRUST
C O N T E N T S
| 1 | Trustees Report |
|---|---|
| 2 | Accountant's Report |
| 3 | Income Account |
| 4 | Balance Sheet |
| 5 | Revaluation Balance Sheet |
| 6 | Statement of Financial Activities |
| 7 | Notes to the Financial Statements |
| 8 to 10 | Schedule of Investments and Investment Income |
| 11 to 15 | Historic Distributions |
THE CHARLES BROTHERTON TRUST TRUSTEES ANNUAL REPORT 2021
The Charles Brotherton Trust, PO Box 374, Harrogate, HG1 4YW
Structure and Governance
The Charity was created in 1940 by Charles Brotherton, Chairman of Brotherton & Co Ltd, a chemical manufacturing company. The Charles Brotherton Trust was established by a Trust Deed as an unincorporated charitable body and provided with an endowment fund by Charles Brotherton. The Trust is governed by this Trust Deed.
Organisation of the Trust
Custodian Trustees manage the investment of the Trust’s Capital Funds, as a permanent endowment fund, with the aid of professional Fund managers. The income generated is collected and passed onto the Management Trustees who are responsible for receiving appeals from potential beneficiaries, the distribution of monies received from the Custodian Trustees, and that they are used for the objectives of the charity. The Trust neither seeks nor obtains any donations from the general public.
Risks and Reserves
The Trustees rely on independent professional advice to maintain a diverse investment portfolio to minimise the risk of losses, to ensure a balance is maintained between capital growth and income generation and that the investment fund is not unduly exposed to risk. A small income reserve of less than £10,000 is maintained to ensure that an even distribution of income can be maintained for the beneficiaries. The Trust is not exposed to support beneficiaries beyond available income.
Activities during the Year
The Capital fund has continued to be invested under the professional management of Brewin Dolphin. Income generated has been distributed to 276 beneficiaries during the year.
Beneficiaries
The Trust supports education, recreational activities for youth, community centres, and the well being of the elderly. The Trust makes grants to charitable organisations that benefit the residents within geographical areas around the original chemical factories of Brotherton & Co. though they are no longer extant. The areas are Bebington (Wirral), Birmingham, Leeds, Liverpool, Wakefield and York. Emphasis is placed on supporting local based organisations. The Trust does not support individuals, nor take any part in the organisation or operation of the beneficiary organisations.
Public Benefit
The Trustees consider that the objectives and achievements of the Trust satisfy the requirements of the public benefit guidance published by the Charity Commissioners.
Trustees who served during the year are:
David Brotherton Christopher Brotherton-Ratcliffe Helen Brotherton-Ratcliffe Dominic Jones
Page 1
THE CHARLES BROTHERTON TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES ON THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2021 CHARITY NUMBER 227067
We report to the trustees on our examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2021.
RESPONSIBILITIES AND BASIS OF REPORT
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the
requirements of the Charities Act 2011 (“the Act”).
We report in respect of our examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out our examination, we have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
INDEPENDENT EXAMINERS' STATEMENT
We have completed our examination. We confirm that no material matters have come to our attention in connection with the examination which gives us cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
We have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
1 Church Mews Churchill Way Macclesfield Cheshire SK11 6AY
Kime O'Brien Chartered Accountants
24th June 2021
Page 2
CHARLES BROTHERTON TRUST INCOME ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2021
| Investment Income Per Schedule Brewin Dolphin Deposit Interest Brewin Dolphin Lloyds Bank Other Income Donation Compensation Total Income Administration Expenses Secretarial Costs Sundry Charges (see notes) Accountants Fee Net Income for the Year Income Appropriation Account Balance on account 31st March 2020 Total Available for Distribution Payments from 2020 Income Leeds Birmingham Bebington & Wirral Liverpool Wakefield York Special Distribution Balance on Income Account 31st March 2021 |
£ 66,527.77 13.44 24.90 100.00 550.00 3,400.00 903.75 2,040.00 27,000 13,500 6,750 6,750 6,750 6,750 100 |
£ 66,527.77 38.34 650.00 |
|---|---|---|
| 67,216.11 6,343.75 |
||
| 60,872.36 91,369.66 |
||
| 152,242.02 67,600.00 |
||
| 84,642.02 |
Appropriations made since 31st March 2021
| Leeds Birmingham Bebington & Wirral Liverpool Wakefield York |
26,000 13,000 6,500 6,500 6,500 6,500 |
|---|---|
| 65,000 |
Page 3
CHARLES BROTHERTON TRUST BALANCE SHEET AS AT 31ST MARCH 2021
| ASSETS Capital Account Brewin Dolphin Fund Investments at Cost Cash Income Account Lloyds Bank - Current a/c Lloyds Bank - Deposit a/c Debtors Debtors (see notes) Creditors Creditors (see notes) TOTAL ASSETS Represented by Capital Account Brewin Dolphin Wider Range - at 31st March 2020 Cash - at 31st March 2020 Fees paid less rebates Deficit on disposal Income Account Per Income Appropriation Account |
£ 1,926,824.26 67,365.60 5,000.00 82,168.79 4,563.23 (7,090.00) 1,923,659.05 96,752.95 (14,083.48) (12,138.66) |
£ 1,994,189.86 87,168.79 4,563.23 (7,090.00) |
|---|---|---|
| 2,078,831.88 | ||
| 1,994,189.86 84,642.02 |
||
| 2,078,831.88 |
Page 4
CHARLES BROTHERTON TRUST REVALUATION BALANCE SHEET AS AT 31ST MARCH 2021
£
£
Listed investments at Market Value
Brewin Dolphin Investments Cash Balances at Bank Debtors (see notes) Less Creditors (see notes)
2,306,929.84 67,365.60
2,374,295.44
87,168.79
4,563.23
2,466,027.46
(7,090.00)
2,458,937.46
Capital fund
Brewin Dolphin Wider Range - at 31st March 2020 1,923,659.05 Cash - at 31st March 2020 96,752.95 Loss on realisations during the year (12,138.66) Unrealised Surplus on revaluation 380,105.58 2,388,378.92
2,388,378.92
Less advisors fees paid during the year
Brewin Dolphin (14,083.48) (14,083.48)
2,374,295.44
Income appropriation account
84,642.02
2,458,937.46
Page 5
CHARLES BROTHERTON TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2021
| Unrestricted Income Fund Income From Assets Dividends Interest Other Income Application of Funds Charitable Disbursements Administration Expenses Accountants Fee Balance brought forward from 31st March 2020 Balance at 31st March 2021 |
£ 66,527.77 38.34 650.00 67,600.00 4,303.75 2,040.00 |
£ 67,216.11 73,943.75 |
|---|---|---|
| (6,727.64) 91,369.66 |
||
| 84,642.02 |
Page 6
CHARLES BROTHERTON TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2021
| DEBTORS Brewin Dolphin Dividends CREDITORS Accountants Unpresented cheques (to be re-issued) SUNDRY CHARGES Post Box Number Postage Travel and courier LEGAL & INVESTMENT ADVISOR'S FEES Brewin Dolphin Fees incurred during the year Fees paid during the year Fees due - Outstanding at year end |
£ 4,563.23 |
|---|---|
| 4,563.23 | |
| £ 2,040.00 5,050.00 |
|
| 7,090.00 | |
| £ 370.50 159.25 374.00 |
|
| 903.75 | |
| £ 14,733.69 |
|
| 14,083.48 | |
| 3,849.53 |
Page 7
BREWIN DOLPHIN FUND 31st March 2020
| BREWIN DOLPHIN FUND | 31st | March 2020 | 31st March 2021 | |||||||||
| Acquisitions | Disposals | Market | Gross | |||||||||
| Nominal | Book Cost | Nominal | Cost | Nominal | Proceeds | Gain/Loss | Nominal | Book Cost | Value | Income | ||
| UK Government Gilt | 5250 | 10,265.76 | 5250 | 10,265.76 | 10,431.85 | 99.15 | ||||||
| 1.25% Index Linked 22.11.27 | ||||||||||||
| Aberdeen Standard Life Investments Ltd | 64250 | 56,985.17 | 64250 | 56,985.17 | 66,113.25 | 2,087.80 | ||||||
| European Equity Income Instl | ||||||||||||
| Aberforth Smaller Companies Trust | 5300 | 31,627.07 | 5300 | 31,627.07 | 79,606.00 | 1,764.90 | ||||||
| Ord 0.01p shs | ||||||||||||
| Admiral Group | 1400 | 29,589.00 | 1400 | 29,589.00 | 43,414.00 | 2,065.00 | ||||||
| Ord 0.001 shs | ||||||||||||
| Artemis Fund Managers | 35000 | 34,818.00 | 35000 | 34,818.00 | 33,680.50 | 1,516.77 | ||||||
| Short Dated Gbl High Yeild Bond Fund | ||||||||||||
| Artemis Fund Managers | 14700 | 41,454.00 | 14700 | 41,454.00 | 41,734.77 | |||||||
| US Select | ||||||||||||
| BNY Mellon Fund Managers | 23750 | 23,708.49 | 23750 | 23,708.49 | - | 683.08 | ||||||
| Asian Income W | ||||||||||||
| BNY Mellon Fund Managers | 27852 | 23,708.49 | 27852 | 23,708.49 | 32,732.12 | 403.24 | ||||||
| Asian Income U | ||||||||||||
| BNY Mellon Fund Managers | 23000 | 20,611.69 | 23000 | 20,611.69 | - | 274.46 | ||||||
| Newton Global Higher Income | ||||||||||||
| BNY Mellon Fund Managers | 25655 | 20,611.69 | 25655 | 20,611.69 | 42,768.65 | 836.17 | ||||||
| Global Income | ||||||||||||
| Page 8 | Baillie Gifford & Co Investment Grade Bond Fund Baillie Gifford & Co |
36750 1524 |
38,433.85 17,634.30 |
36750 1524 |
38,433.85 17,634.30 |
39,175.50 27,948.33 |
1,124.56 355.07 |
|||||
| Japanese WI DIS | ||||||||||||
| Blackrock Fund Managers Ltd | 45000 | 66,355.41 | 45000 | 66,355.41 | 78,457.50 | 2,087.15 | ||||||
| Continental European Income D Units | ||||||||||||
| BP | 12800 | 33,036.52 | 12800 | 33,036.52 | 37,715.20 | 482.36 | ||||||
| US$0.25c Ord shs | ||||||||||||
| B T Group Plc | 12500 | 25,049.64 | 12500 | 12,382.45 | (12,667.19) | |||||||
| 5p Ord shs | ||||||||||||
| Close Brothers Group | 1750 | 26,075.00 | 1750 | 26,075.00 | 27,142.50 | 700.00 | ||||||
| Ord 25p shs | ||||||||||||
| DS Smith | 6431 | 23,431.61 | 6431 | 17,960.78 | (5,470.83) | |||||||
| Ord £0.10 shs | ||||||||||||
| Diageo | 575 | 2,712.06 | 500 | 12,564.06 | 1075 | 15,276.12 | 32,137.13 | 401.81 | ||||
| 28 101/108p Ord shs | ||||||||||||
| Experian Plc | 750 | 20,467.53 | 750 | 20,467.53 | 18,727.50 | 275.54 | ||||||
| Ord US$ 0.10 | ||||||||||||
| First State Investments | 18500 | 41,888.75 | 18500 | 41,888.75 | 54,508.40 | 383.54 | ||||||
| Asia Pacific Leaders B | ||||||||||||
| FundSmith LLP | 9175 | 40,092.00 | 9175 | 40,092.00 | 46,504.41 | 191.82 | ||||||
| Equity Income | ||||||||||||
| GAM Star Fund | 6000 | 59,933.00 | 6000 | 59,933.00 | 60,858.00 | 2,452.80 | ||||||
| Credit Opportunities GBP | ||||||||||||
| Glaxosmithkline Plc | 2800 | 36,341.39 | 2800 | 36,341.39 | 36,064.00 | 2,240.00 | ||||||
| 25p Ord shs | ||||||||||||
| HICL Infrastructure Co Ltd | 26750 | 44,337.50 | 26750 | 44,337.50 | 44,137.50 | 2,206.87 | ||||||
| Ord £0.0001 shs | ||||||||||||
| HSBC Holdings Plc | 4500 | 26,237.78 | 4500 | 18,141.52 | (8,096.26) | |||||||
| Ord US$ 0.50 shs | ||||||||||||
| Ishares | 4800 | 71,035.24 | 4800 | 71,035.24 | 138,030.00 | 1,736.80 | ||||||
| S & P 500 GBP |
| BREWIN DOLPHIN FUND (cont) | 31st | March 2020 | 31st March 2021 | 31st March 2021 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Acquisitions | Disposals | Market | Gross | |||||||||
| Nominal | Book Cost | Nominal | Cost | Nominal | Proceeds | Gain/Loss | Nominal | Book Cost | Value | Income | ||
| Ishares II Plc | 4285 | 55,061.60 | 4285 | 55,061.60 | 58,790.20 | 603.33 | ||||||
| Core UK Gilts | ||||||||||||
| Ishares II Plc | 300 | 44,180.00 | 300 | 44,180.00 | 45,636.00 | 1,000.59 | ||||||
| Core Corp Bond UCITS | ||||||||||||
| Investors Capital Trust | 40087 | 40087 | ||||||||||
| (In Voluntary Liquidation) | ||||||||||||
| IMI | 2200 | 24,325.91 | 2200 | 17,335.22 | (6,990.69) | |||||||
| Ord shs £0.28571428 | ||||||||||||
| JP Morgan Funds Ltd | 80423.95 | 53,710.25 | 19850 | 22,033.50 | 100273.95 | 75,743.75 | 130,656.96 | 2,362.83 | ||||
| US Equity Income K | ||||||||||||
| JP Morgan Funds Ltd | 27000 | 35,223.60 | 27000 | 35,223.60 | 39,285.00 | 1,377.00 | ||||||
| Global Emerging Markets Inc | ||||||||||||
| JP Morgan Funds Ltd | 14500 | 21,117.50 | 14500 | 21,117.50 | 24,461.50 | |||||||
| Global Macro Opportunities Inc | ||||||||||||
| Jupiter Unit Trust Managers | 28000 | 21,688.96 | 28000 | 21,688.96 | 31,676.40 | 662.82 | ||||||
| Japan Income Fund Z GBP | ||||||||||||
| Jupiter Unit Trust Managers | 26701.39 | 14,401.70 | 26701.39 | 41,493.96 | 27,092.26 | 802.65 | ||||||
| North American Income Fund | ||||||||||||
| Legal & General Group | 11000 | 29,538.35 | 11000 | 29,538.35 | 30,701.00 | 1,932.70 | ||||||
| Ord 2.5p shs | ||||||||||||
| Page 9 | Link Fund Solutions Ltd Miton Multi Cap Inc Link Fund Solutions Ltd Trojan Income X |
15500 40750 |
28,189.70 41,895.36 |
15500 40750 |
28,189.70 41,895.36 |
33,771.40 38,027.90 |
1,061.69 1,368.63 |
|||||
| Lloyds Banking Group | 45250 | 29,901.83 | 45250 | 14,477.64 | (15,424.19) | |||||||
| Ord 10p shs | ||||||||||||
| Man Fund Management UK Ltd | 41000 | 52,034.00 | 41000 | 52,034.00 | 46,863.00 | 2,581.79 | ||||||
| Man GLG UK Inc | ||||||||||||
| Muzinich Funds | 477.767 | 50,251.46 | 477.767 | 50,251.46 | 50,203.76 | 1,517.00 | ||||||
| Global Tactical Credit G GBP | ||||||||||||
| National Grid | 3400 | 30,543.14 | 3400 | 30,543.14 | 29,376.00 | 1,666.00 | ||||||
| Ord 0.12431289 shs | ||||||||||||
| Novartis AG | 140 | 10,471.93 | 140 | 10,471.93 | 8,707.82 | 210.97 | ||||||
| CHF 0.50 shs | ||||||||||||
| Personal Assets Trust | 32 | 12,513.48 | 32 | 12,513.48 | 14,464.00 | 179.20 | ||||||
| Ord £12.50 shs | ||||||||||||
| Pimco Global Advisors Ltd | 2500 | 28,020.00 | 2500 | 28,020.00 | 25,775.00 | 930.12 | ||||||
| Select UK Income Bond | ||||||||||||
| Prudential | 1500 | 12,656.38 | 1500 | 12,656.38 | 23,107.50 | 375.15 | ||||||
| Ord 5p shs | ||||||||||||
| Rio Tinto Plc | 900 | 32,590.58 | 900 | 32,590.58 | 49,950.00 | 2,674.89 | ||||||
| Ord 10p shs | ||||||||||||
| Royal Dutch Shell | 2600 | 38,605.40 | 2,600 | 33,342.87 | (5,262.53) | 968.50 | ||||||
| "B" .07 Euro Shs (UK) | ||||||||||||
| SSGA SPDR ETFFS Europe Plc | 2100 | 95,716.05 | 2100 | 95,716.05 | 99,624.00 | 2,843.33 | ||||||
| US Div Aristocrats | ||||||||||||
| Schroder Unit Trusts | 26000 | 18,740.25 | 26000 | 18,740.25 | 22,302.80 | 271.21 | ||||||
| Global Cities Real Estate | ||||||||||||
| Schroder Unit Trusts | 70000 | 35,713.00 | 70000 | 35,713.00 | 35,609.00 | 2,284.87 | ||||||
| Asian Income maximiser | ||||||||||||
| Securities Trust of Scotland | 25000 | 25000 | ||||||||||
| 25p Ord Shs (In Vol Liquidation) |
| BREWIN DOLPHIN FUND (cont) Nominal Book Cost Nominal Cost Nominal Proceeds Smith & Nephew Plc 1200 19,825.00 US $ 0.20 Standard Life Investments Ltd 33250 29,654.80 Property Income Trust Ord 0.01 shs The Renewables Infrastructure 34000 44,938.50 Ord shs TR Property Investment Trust 5500 13,384.92 Ord 25p shs Triple Point Energy 20000 20,000.00 Ord 1p shs Twentyfour AM Investment Funds 600 61,886.50 Corporate Bond Unilever Plc 725 21,873.88 Ord 3.11111p Shs Vanguard Investment Series 2160 68,196.67 FTSE 100 ETF Inc Vanguard Investment Series 2550 92,774.02 S & P 500 ETF INC Xtrackers 16000 62,435.09 FTSE All Share UCITS Xtrackers (IE) Plc 272 24,353.53 272 39,034.30 DB X - TR Russell 2000 UCIT Cash on Deposit 96,752.95 Brewin Dolphin Totals 2,020,412.00 253,792.79 238,488.92 31st March 2020 Page 10 Acquisitions Disposals |
Gain/Loss Nominal 1200 33250 34000 5500 20000 600 725 2160 2550 16000 14,680.77 (12,138.66) |
Market Book Cost Value 19,825.00 16,536.00 29,654.80 20,315.75 44,938.50 41,412.00 13,384.92 21,587.50 20,000.00 20,600.00 61,886.50 62,232.00 21,873.88 29,406.00 68,196.67 63,946.80 92,774.02 139,545.44 62,435.09 60,472.00 2,306,929.84 67,365.60 1,926,824.26 2,374,295.44 31st March 2021 |
Gross Income 132.84 1,107.91 2,298.40 770.00 1,875.22 1,074.32 1,862.63 1,882.29 3,480.00 |
|---|---|---|---|
| 66,527.77 |
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2020 MADE DURING THE YEAR ENDED 31ST MARCH 2021
£
| Bebington & Wirral | Barnstondale Centre | 250 | |
|---|---|---|---|
| Bebington 13th (St Barnabas) Scout Group | 225 | ||
| Birkenhead Young Men's Christian Association | 200 | ||
| Boys' Brigade 1st Bromborough Company | 250 | ||
| Brotherton Park - Dibbinsdale Nature Centre | 550 | ||
| Brotherton Park - Friends of Dibbinsdale | 550 | ||
| Children's Adventure Farm Trust | 250 | ||
| Claire House | 225 | ||
| Dogs for Good - Wirral | 275 | ||
| Ferries Family Groups Ltd | 225 | ||
| Friends of Lydiate Home Farm Trust | 225 | ||
| Girl Guides - Dibbinsbrook Division | 225 | ||
| Guide Dogs | 250 | ||
| Helplink Community Support | 175 | ||
| Hive Youth Zone | 200 | ||
| I AM PHAB - Bebington | 225 | ||
| North of England Zoological Society | 250 | ||
| Salvation Army | 250 | ||
| Shaftesbury Youth Club | 250 | ||
| SSAFA Forces Help | 250 | ||
| Stick n Step | 175 | ||
| Tall Ships Youth Trust | 175 | ||
| Tam O Shanter Urban Farm | 250 | ||
| The Belvidere Centre | 225 | ||
| Wirral Autistic Society - Autism Together | 175 | ||
| Wirral Christian Centre Trust Ltd | 175 | ||
| Wirral Community Narrowboat Trust | 275 | ||
| Bebington & Wirral | Total | 6750 | |
| Birmingham | 126th Birmingham Scout Group | 225 | |
| 1st Knowle Scout Group | 225 | ||
| 95th Birmingham Scout Group | 225 | ||
| Ackers Adventures Activities | 200 | ||
| Albrighton Trust | 150 | ||
| All Saints Youth Project | 175 | ||
| Armonico Consort | 150 | ||
| Birmingham Botanical Gardens | 200 | ||
| Birmingham City Mission | 200 | ||
| Birmingham Festival Choir | 150 | ||
| Birmingham Institute for the Deaf | 175 | ||
| Birmingham PHAB Camps | 175 | ||
| Birmingham Royal Ballet - Freefall Project | 150 | ||
| Birmingham Settlement | 200 | ||
| Blueprint Training and Enterprise | 150 | ||
| Boys' Brigade - Birmingham Battalion | 200 | ||
| British Disabled Angling Association | 150 | ||
| British Limbless Ex Service Men's Association | 250 | ||
| British Wireless for Blind Fund | 175 | ||
| City of Birmingham Youth Orchestra | 225 | ||
| Cornerstone Quest Community | 200 | ||
| Cotteridge Church Day Centre | 150 | ||
| Country Trust | 150 | ||
| Crossway | 150 | ||
| deafPLUS | 125 | ||
| Disability Resource Centre | 150 | ||
| Dodford Nursery Children's Holiday Farm | 250 | ||
| DOG A.I.D. (Assistance in Disability) | 200 |
Page 11
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2020 MADE DURING THE YEAR ENDED 31ST MARCH 2021
£
Leeds
| Dogs for Good - Birmingham | 300 | |
|---|---|---|
| EDT Industrial Trust | 200 | |
| Edward's Trust | 150 | |
| Elim Church Centre | 150 | |
| Farms for City Children | 225 | |
| Fields Millenium Green Trust | 200 | |
| Focus Birmingham | 200 | |
| Gloverspiece Minifarm | 225 | |
| Grey Gables | 175 | |
| Home From Hospital Care | 175 | |
| Hunters Hill Charitable Trust | 175 | |
| Inter City Camp Trust | 175 | |
| Island Trust | 150 | |
| Jericho Foundation | 150 | |
| Listening Books | 175 | |
| Martineau Gardens | 200 | |
| Motor Neurone Disease Association Birmingham | 150 | |
| Narthex Sparkhill | 275 | |
| New Heights Warren Farm Community Project | 175 | |
| Newland Hurst Ltd | 200 | |
| NICE - Centre for Movement Disorder | 300 | |
| Norman Laud Association | 175 | |
| Northfield ECO Centre | 150 | |
| P D S A Student Training Scheme | 350 | |
| Pen Room Learning Centre Museum | 150 | |
| Primrose Hospice | 150 | |
| Queen Alexandra College | 200 | |
| ReCOM | 150 | |
| Relate - Birmingham Marriage Guidance | 200 | |
| Rowheath Pavillion | 150 | |
| Salvation Army | 200 | |
| Samaritans Birmingham | 150 | |
| SENSE | 200 | |
| St Basils | 150 | |
| St Gabriel's Centre | 150 | |
| St Martins Youth Centre | 150 | |
| St Mary's Hospice Birmingham | 200 | |
| Stonehouse Gang | 200 | |
| Support Dogs | 225 | |
| The Coffee Shop | 200 | |
| Thrive Birmingham | 200 | |
| Victoria School | 200 | |
| Warley Woods Community Trust | 150 | |
| Wildlife Trust for Birmingham | 200 | |
| Birmingham | Total | 13500 |
| 17th South West Leeds Scout Group | 225 | |
| 24th South West Leeds Scout Group | 225 | |
| Age Concern Leeds | 150 | |
| Alzheimer's Society - Yorkshire Region | 200 | |
| Arkwright Engineering Scholarship - Smallpiece Trust | 250 | |
| Army Cadet Force Association | 275 | |
| Blind Veterans UK | 200 | |
| Bramley Elderly Action | 175 | |
| Breast Cancer Haven | 250 | |
| British Epilepsy Association - Leeds | 200 | |
| Brotherton Wing | 300 | |
| Canine Partners | 300 | |
| Caring For Life | 150 | |
| Caring Together | 150 | |
| Central Yorkshire County Scout Council | 275 | |
| Children's Heart Surgery Fund | 250 |
Page 12
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2020 MADE DURING THE YEAR ENDED 31ST MARCH 2021
£
| City of Leeds YMCA | 200 |
|---|---|
| Conservation Volunteers | 275 |
| Disability Action Yorkshire | 250 |
| Dogs for Good - Leeds | 300 |
| Dogs Trust Youth Education Programme | 200 |
| Douglas Bader Foundation | 175 |
| Ear Trust | 150 |
| Enabled Works | 275 |
| EUREKA! Children's Museum | 250 |
| Everyone Can | 175 |
| Friends of City of Leeds Youth Orchestra | 225 |
| Girlguiding Leeds - Trefoil Centre | 275 |
| Groundwork Leeds | 200 |
| Happy Days | 250 |
| Hearing Dogs for Deaf People | 300 |
| Henshaws Society for Blind People | 250 |
| Hunslet Club | 225 |
| Involve Learning Centre | 150 |
| Kidz Klub Leeds | 225 |
| Learning Partnerships | 150 |
| Leeds Cathedral | 175 |
| Leeds City Mission | 150 |
| Leeds Flower Fund Homes for Elderley | 125 |
| Leeds International Piano Competition | 150 |
| Leeds Library | 250 |
| Leeds Philharmonic Chorus Society | 200 |
| Leeds Playhouse | 150 |
| Leeds Society for Blind & Deaf People | 150 |
| Lighthouse Futures Trust | 150 |
| Little Sisters of the Poor | 150 |
| Low Mill Outdoor Centre | 175 |
| Macular Disease Society | 200 |
| Meanwood Valley Urban Farm | 300 |
| Mencap - Leeds | 175 |
| N Leeds District Scouts-Bramhope Scout Camp Site | 250 |
| National Deaf Childrens Society - Leeds | 150 |
| Neighbourhood Action | 175 |
| Northern Ballet | 225 |
| Ocean Youth Trust (North) | 250 |
| Officers' Association | 250 |
| Older Peoples Action in the Locality | 200 |
| Older Wiser Local Seniors (OWLS) | 175 |
| Opera North Education | 300 |
| P D S A Student Training Scheme | 350 |
| Prince Phillip Centre PHAB Club | 200 |
| Project Space Leeds - The Tetley | 150 |
| Rawdon Community Library | 225 |
| Royal National Lifeboat Institution | 200 |
| RSPB - Fairburn Ings Education Scheme | 250 |
| Sailors' Childrens' Society | 100 |
| Samaritans of Leeds | 200 |
| Second World War Experience Centre | 200 |
| Skippko | 150 |
| South Leeds Team Ministry Charity Ltd | 150 |
| Special Needs & Parent Support Yorkshire | 150 |
| SSAFA Armed Forces Charity | 275 |
| St Anne's Community Services | 200 |
Page 13
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2020 MADE DURING THE YEAR ENDED 31ST MARCH 2021
£
Liverpool
| St Gemma's Hospice | 200 | |
|---|---|---|
| Stroke Association | 250 | |
| Sue Ryder Foundation | 200 | |
| The Donkey Sanctuary - Leeds Project | 225 | |
| University of Leeds | 3000 | |
| University of Leeds - Brotherton Library | 6000 | |
| Voluntary Action - Leeds | 225 | |
| Voluntary Service Overseas | 200 | |
| William Merritt Disabled Living Centre | 250 | |
| Yorkshire Air Ambulance | 225 | |
| Yorkshire Army Cadet Force - Leeds Detachment | 275 | |
| Yorkshire Cancer Research Campaign | 200 | |
| Yorkshire Ladies' Council (Hostels) Ltd | 250 | |
| Youth Hostels Association - Yorkshire Region | 150 | |
| Leeds | Total | 27000 |
| Bradbury Fields Services Blind | 200 | |
| CHET - Crosby Hall Educational Trust | 200 | |
| Church Army - Liverpool | 225 | |
| KIND | 225 | |
| League of Welldoers | 200 | |
| Liverpool Community Advice | 200 | |
| Liverpool Lighthouse | 200 | |
| Liverpool School of Tropical Medicine | 225 | |
| Liverpool Talking Newspaper for the Blind | 200 | |
| Liverpool WaterSports Centre | 225 | |
| Marie Curie Cancer Care | 375 | |
| Mencap Liverpool | 200 | |
| Mersey Youth Support Trust | 200 | |
| Norris Green Youth Centre | 200 | |
| North West Cancer Research Fund | 225 | |
| Northern Lights | 250 | |
| Orrell Park Community Association | 200 | |
| Royal School for Blind, Liverpool | 225 | |
| Royal Voluntary Service | 200 | |
| Samaritans of Merseyside | 225 | |
| Sefton OPERA | 200 | |
| Shrewsbury House Youth & Community Centre | 225 | |
| SSAFA Forces Help Asscoiation | 225 | |
| St Andrews Community Network | 175 | |
| St Cyril's Children & Youth Project | 200 | |
| St Vincents School For Blind | 225 | |
| Sudley Area Residents Association | 225 | |
| Veterinary School | 250 | |
| West Coast Crash Wheelchair Rugby | 200 | |
| Woodlands Hospice | 200 | |
| Ykids | 225 | |
| Liverpool | Total | 6750 |
Page 14
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2020 MADE DURING THE YEAR ENDED 31ST MARCH 2021
£
| Wakefield | 15th Wakefield Scout Group | 250 | ||
|---|---|---|---|---|
| 8th Wakefield Scout Group | 250 | |||
| Brotherton Charity Trust | 1300 | |||
| Charles Brotherton Choral Scholarships | 250 | |||
| Disability Sport Yorkshire | 200 | |||
| Dogs for Good - Wakefield Centre | 300 | |||
| Friends of Wakefield Chantry Chapel | 250 | |||
| Girlguiding Wakefield North | 250 | |||
| Girlguiding Wakefield South | 250 | |||
| Lindhill Nurseries Horticare | 225 | |||
| Nova Wakefield District | 200 | |||
| Park Lodge Lane Allotments Association | 225 | |||
| Prince of Wales Hospice | 200 | |||
| Salvation Army | 350 | |||
| Samaritans Wakefield & District | 200 | |||
| Wakefield District Scout Council | 250 | |||
| Wakefield Cathedral Fabric Fund | 250 | |||
| Wakefield Deaf & Hard of Hearing Support Service | 200 | |||
| Wakefield District Sight Aid | 225 | |||
| Wakefield Hospice | 300 | |||
| Wakefield Riding for the Disabled | 275 | |||
| Wakefield Sea Cadet Association | 300 | |||
| Wakefield Talking Newspapers Association | 250 | |||
| Wakefield | Total | 6750 | ||
| York | Age Concern - York | 250 | ||
| Army Benevolent Fund - North East | 250 | |||
| Bishopthorpe Trust | 250 | |||
| Countryside Learning | 250 | |||
| Gateway Centre | 250 | |||
| Girlguiding 1st Copmanthorpe Guides | 250 | |||
| Independent Domestic Abuse Services | 250 | |||
| Little Badgers Pre School | 250 | |||
| Lollipop (York and District) | 250 | |||
| Marie Curie Cancer Care | 475 | |||
| Methodist Homes for the Aged - York | 250 | |||
| SASH - Safe & Sound Homes | 250 | |||
| Sea Scouts - 1st Clifton (York) Group | 250 | |||
| Southlands Methodist Church - Youth & Community | Centre | 250 | ||
| SSAFA Forces Help | 300 | |||
| St John Ambulance North East | 250 | |||
| St Leonards Hospice | 225 | |||
| Whizz Kidz - York | 250 | |||
| Wilberfoss Kexby & Newton Playing Fields | 250 | |||
| York Blind & Partially Sighted Society | 250 | |||
| York Christian Youth Holidays | 250 | |||
| York Council for Voluntary Service | 250 | |||
| York Disabled Workers Co-Operative | 350 | |||
| York Mind | 250 | |||
| Yorkshire Cadet Trust | 250 | |||
| Yorkshire Museum of Farming | 250 | |||
| York | Total | 6850 | ||
| Distribution Total | £ | 67600 |
Page 15