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2022-03-31-accounts

THE CHARLES BROTHERTON TRUST

REGISTERED CHARITY NUMBER 227067 TRUST DEED DATED 26TH FEBRUARY 1940

STATEMENT OF ACCOUNTS

FOR THE YEAR ENDED

31ST MARCH 2022

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 2022

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 2022 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 2022.

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:

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

26th July 2022

Page 2

CHARLES BROTHERTON TRUST INCOME ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2022

Investment Income
Per Schedule
Brewin Dolphin
Deposit Interest
Brewin Dolphin
Lloyds Bank
Other Income
Other
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 2021
Total Available for Distribution
Payments from 2021 Income
Leeds
Birmingham
Bebington & Wirral
Liverpool
Wakefield
York
Special Distribution
Balance on Income Account 31st March 2022
£
66,447.74
-
8.59
150.00
3,300.00
1,130.00
2,040.00
26,000
13,000
6,500
6,500
6,500
6,500
5,000
£
66,447.74
8.59
150.00
66,606.33
6,470.00
60,136.33
84,642.02
144,778.35
70,000.00
74,778.35

Appropriations made since 31st March 2022

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 2022

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 2021
Cash - at 31st March 2021
Fees paid less rebates
Surplus on disposals
Income Account
Per Income Appropriation Account
£
2,151,895.66
12,279.54
5,000.00
72,414.81
2,903.54
(5,540.00)
1,926,824.26
67,365.60
(15,946.37)
185,931.71
£
2,164,175.20
77,414.81
2,903.54
(5,540.00)
2,238,953.55
2,164,175.20
74,778.35
2,238,953.55

Page 4

CHARLES BROTHERTON TRUST REVALUATION BALANCE SHEET AS AT 31ST MARCH 2022

£

£

Listed investments at Market Value

Brewin Dolphin Investments Cash Balances at Bank Debtors (see notes) Less Creditors (see notes)

2,454,625.56 12,279.54 2,466,905.10 77,414.81

2,903.54

2,547,223.45 (5,540.00)

2,541,683.45

Capital fund Brewin Dolphin Wider Range - at 31st March 2021 1,926,824.26 Cash - at 31st March 2021 67,365.60 Gain on realisations during the year 185,931.71 Unrealised Surplus on revaluation 302,729.90 2,482,851.47

2,482,851.47 Brewin Dolphin (15,946.37) (15,946.37)

Less advisors fees paid during the year

Income appropriation account

2,466,905.10 74,778.35 2,541,683.45

Page 5

CHARLES BROTHERTON TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2022

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 2021
Balance at 31st March 2022
£
66,447.74
8.59
150.00
70,000.00
4,430.00
2,040.00
£
66,606.33
76,470.00
(9,863.67)
84,642.02
74,778.35

Page 6

CHARLES BROTHERTON TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2022

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
£
2,903.54
2,903.54
£
2,040.00
3,500.00
5,540.00
£
360.00
396.00
374.00
1,130.00
£
16,102.12
15,946.37
4,004.28

Page 7

BREWIN DOLPHIN FUND 31st March 2021

31st March 2022

Acquisitions Acquisitions Disposals Disposals Market Gross
Nominal Book Cost Nominal Cost Nominal Proceeds Gain/Loss Nominal Book Cost Value Income
UK Government Gilt 5250 10,265.76 5,250.00 10,453.13 187.37
1.25% Index Linked 22.11.27
Aberdeen Standard Life Investments Ltd 64250 56,985.17 64,250 70,418.00 13,432.83 1,591.73
European Equity Income Instl
Aberforth Smaller Companies Trust 5300 31,627.07 950 14,925.02 9,256.02 4350 25,958.07 59,943.00 1,531.21
Ord 0.01p shs
Admiral Group 1400 29,589.00 1,400.00 43,597.34 14,008.34
Ord 0.001 shs
Allianz Global Investors 30000 39,087.00 30000 39,087.00 34,782.00 175.98
Strategic Bond 1 Inc
Artemis Fund Managers 35000 34,818.00 35,000.00 33,887.00 (931.00) 783.58
Short Dated Gbl High Yeild Bond Fund
Artemis Fund Managers 14700 41,454.00 13800 40,138.68 9,000.00 28,628.10 2,123.61 32000 94,238.19 101,974.40
US Select 12500 39,150.00
BNY Mellon Fund Managers 27852 23,708.49 27852 23,708.49 33,690.24 1,064.60
Asian Income U
BNY Mellon Fund Managers 25655 20,611.69 25655 20,611.69 48,145.84 1,180.02
Global Income
Baillie Gifford & Co 36750 38,433.85 36750 38,433.85 36,334.73 951.84
Investment Grade Bond Fund
Baillie Gifford & Co 1524 17,634.30 976.1 17,960.24 375 6,948.75 1,193.38 3225 49,496.17 53,599.50 513.51
Page 8 Japanese WI DIS
Blackrock Fund Managers Ltd
Continental European Income D Units
45000 66,355.41 1100
5000
19,657.00
9,225.00
50000 75,580.41 90,043.00 2,565.25
BP 12800 33,036.52 3,300 11,873.06 3,355.83 8250 21,293.07 30,966.38 1,714.17
US$0.25c Ord shs 1,250 5,038.81 1,812.59
Close Brothers Group 1750 26,075.00 1750 26,075.00 20,842.50 1,050.00
Ord 25p shs
Croda International 325 24,485.38 325 24,485.38 25,610.00
Ord 0.010609657 shs
Diageo 1075 15,276.12 225 8,555.99 5,358.66 850 12,078.79 32,839.75 779.91
28 101/108p Ord shs
Experian Plc 750 20,467.53 750 20,467.53 22,132.50 264.53
Ord US$ 0.10
Fastnal 550 24,518.71 550 24,518.71 24,817.15
Com US$ 0.01
Fidelity UCITS 16500 102,904.40 16500 102,904.40 113,932.50 1,114.33
US Quality Income
First Sentier Investments 18500 41,888.75 18500 41,888.75 56,547.10 158.34
Stewart Asia Pacific LDRS
FundSmith LLP 9175 40,092.00 9175 40,092.00 50,759.77 88.00
Equity Income
GAM Star Fund 6000 59,933.00 1500 15,510.00 526.75 4500 44,949.75 43,676.10 1,756.95
Credit Opportunities GBP
Glaxosmithkline Plc 2800 36,341.39 450 7,003.44 1,162.86 2350 30,500.81 38,709.20 2,154.50
25p Ord shs
HICL Infrastructure Co Ltd 26750 44,337.50 26750 44,337.50 47,615.00 1,655.82
Ord £0.0001 shs
Howden Joinery Group Plc 2850 22,167.16 2850 22,167.16 21,882.30 122.55
10p Ord shs
Ishares 4800 71,035.24 4800 154,772.28 83,737.04 860.50
S & P 500 GBP
Ishares II Plc 4285 55,061.60 1835 25,255.84 1,676.37 137.20
Core UK Gilts 2450 33,602.00 2,119.87
Ishares II Plc 300 44,180.00 300 44,180.00 42,141.00 917.97
Core Corp Bond UCITS
BREWIN DOLPHIN FUND (cont) 31st March 2021 31st March 2022 31st March 2022
Acquisitions Disposals Market Gross
Nominal Book Cost Nominal Cost Nominal Proceeds Gain/Loss Nominal Book Cost Value Income
Ishares II Plc 6500 34,592.35 6500 34,592.35 35,821.50 365.30
USD Tips UCITS Hedged
Intercont Exchange 250 25,765.32 250 25,765.32 25,089.24
Com US$0.01
Investors Capital Trust 40087 40087
(In Voluntary Liquidation)
JP Morgan Funds Ltd 100273.95 75,743.75 100273.95 15,739.70 7,979.08 65000.00 49,098.93 100,165.00 2,647.24
US Equity Income K 25000 38,450.00 19,565.80
JP Morgan Funds Ltd 27000 35,223.60 27000 35,223.60 36,045.00 1,377.00
Global Emerging Markets Inc
Page 9 JP Morgan Funds Ltd
Global Macro Opportunities Inc
Jackson Financial Inc
CDI Line
Jupiter Unit Trust Managers
Japan Income Fund Z GBP
Jupiter Unit Trust Managers
North American Income Fund
Jupiter Unit Trust Managers
Strategic Bond X GBP
Legal & General Group
Ord 2.5p shs
Link Fund Solutions Ltd
Trojan Income X
Man Fund Management UK Ltd
Man GLG UK Inc
Microsoft Corporation
Com US$ 0.00000625
Morgan Stanley Fund Management (Ireland)
Asia Opportunity J
Muzinich Funds
Global Tactical Credit G GBP
National Grid
Ord 0.12431289 shs
Ninety One Fund Managers UK Ltd
Diversified Income J2
Novartis AG
14500
28000
11000
40750
41000
Ltd
477.767
3400
140
21,117.50
21,688.96
29,538.35
41,895.36
52,034.00
50,251.46
30,543.14
10,471.93
10500
37
14000.00
35000
5000
105
1425
375
35000
16,999.50
15,841.00
35,063.00
5,010.00
25,121.39
51,110.46
10,751.22
35,378.00
37
40750
400
140
747.59
10.25
38,052.35
4,333.19
8,712.98
757.84
(3,843.01)
739.88
(1,758.95)
25000
42000
40000
11000
41000
105
1800
477.767
3000
35000
38,117.00
37,529.96
40,073.00
29,538.35
52,034.00
25,121.39
61,861.68
50,251.46
26,949.83
35,378.00
40,850.00
45,045.00
37,684.00
29,920.00
48,790.00
24,569.92
42,940.80
47,528.26
35,172.00
33,803.00
881.76
323.51
1,075.39
1,960.20
620.91
2,334.61
1,522.71
1,678.58
726.63
FOR THE YEAR ENDED 31ST MARCH 2022 SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME THE CHARLES BROTHERTON TRUST
CHF 0.50 shs
Persimmon 1000 29,920.50 1250 35,193.05 26,887.50 1,100.00
Ord 10p shs 250 5,272.55
Personal Assets Trust 32 12,513.48 43 19,426.25 75 31,939.73 37,800.00 359.80
Ord £12.50 shs
Pimco Global Advisors Ltd 2500 28,020.00 2500 25,850.00 (2,170.00) 77.51
Select UK Income Bond
Premier Portfolio Managers 20000 68,320.00 20000 68,320.00 57,960.00
European Opp B
Premier Portfolio Managers 15500 28,189.70 15500 28,189.70 32,891.00 1,390.08
UK Multi Cap Inc
Prudential 1500 12,656.38 500 5,604.62 2000 18,261.00 22,680.00 174.00
Ord 5p shs
Rio Tinto Plc 900 32,590.58 100 5,939.25 2,318.07 650 23,537.64 39,526.50 5,830.47
Ord 10p shs 150 8,442.93 3,011.17
Robeco Luxenbourg SA 365 39,697.40 450 49,048.25 45,328.50 820.85
Global Credits 85 9,350.85
BREWIN DOLPHIN FUND (cont)
Nominal
Book Cost
Nominal
Cost
Nominal
Proceeds
SSGA SPDR ETFFS Europe Plc
2100
95,716.05
US Div Aristocrats
Schroder Unit Trusts
26000
18,740.25
26,000
23,163.40
Global Cities Real Estate
Schroder Unit Trusts
70000
35,713.00
Asian Income maximiser
Securities Trust of Scotland
25000
25p Ord Shs (In Vol Liquidation)
Smith & Nephew Plc
1200
19,825.00
400
5,213.19
US $ 0.20
Standard Life Investments Ltd
33250
29,654.80
Property Income Trust Ord 0.01 shs
Tesco
9000
20,159.53
Ord 6.33333p shs
Texas Instruments
175
25,066.47
Com US$ 1.00
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
20,000
20,437.00
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
810
25,224.13
FTSE 100 ETF Inc
Vanguard Investment Series
2550
92,774.02
550
36,565.95
S & P 500 ETF INC
Xtrackers
16000
62,435.09
16,000
61,680.00
FTSE All Share UCITS
Cash on Deposit
67,365.60
Brewin Dolphin Totals
1,994,189.86
822,957.17
783,817.48
31st March 2021
Page 10
Acquisitions
Disposals
Gain/Loss
Nominal
2100
4,423.15
70000
25000
1600
33250
9000
175
34000
5500
437.00
600
725
(349.62)
1350
16,555.87
2000
(755.09)
185,931.71
Market

Book Cost
Value

95,716.05
114,408.00

35,713.00
34,601.00


25,038.19
19,520.00

29,654.80
28,595.00

20,159.53
24,840.00

25,066.47
24,359.65

44,938.50
45,968.00

13,384.92
25,107.50

61,886.50
57,534.00

21,873.88
25,048.75

42,622.92
44,755.88

72,763.94
132,406.60
2,454,625.56
12,279.54
2,151,895.66
2,466,905.10
31st March 2022
Gross
Income
2,331.39
2,544.22
325.44
1,349.46
288.00
1,723.80
786.50
1,760.45
1,058.73
2,477.58
1,791.93
1,611.20
66,447.74

THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2021 MADE DURING THE YEAR ENDED 31ST MARCH 2022

£

Bebington & Wirral Barnstondale Centre 250
Bebington 13th (St Barnabas) Scout Group 200
Birkenhead Young Men's Christian Association 200
Boys' Brigade 1st Bromborough Company 225
Brotherton Park - Dibbinsdale Nature Centre 500
Brotherton Park - Friends of Dibbinsdale 500
Children's Adventure Farm Trust 250
Claire House 200
Dogs for Good - Wirral 275
Ferries Family Groups Ltd 225
Friends of Lydiate Home Farm Trust 225
Girl Guides - Dibbinsbrook Division 200
Guide Dogs 250
Helplink Community Support 175
Hive Youth Zone 175
I AM PHAB - Bebington 200
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 6500
Birmingham 126th Birmingham 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 Choral Society 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
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. (Dog Assistance in Disability) 200
Dogs for Good - Birmingham 300
EDT Industrial Trust 200
Edward's Trust 150

Page 11

THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2021 MADE DURING THE YEAR ENDED 31ST MARCH 2022

£

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
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
SENSE 200
St Basils 150
St Francis Youth & Community Centre 200
St Gabriel's Centre 150
St Martins Youth Centre 200
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 13000
Leeds 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
City of Leeds YMCA 200
Conservation Volunteers 275
Disability Action Yorkshire 250
Dogs for Good - Leeds 300

Page 12

THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2021 MADE DURING THE YEAR ENDED 31ST MARCH 2022

£

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
Holbeck Together 150
Hunslet Club 225
Kidz Klub Leeds 225
Learning Partnerships 150
Leeds Cathedral 175
Leeds City Mission 150
Leeds Library 200
Leeds Philharmonic Chorus Society 200
Leeds Playhouse 150
Leeds Society for Blind & Deaf People 150
Lighthouse Futures Trust 150
Low Mill Outdoor Centre 175
Macular Disease Society 200
Meanwood Valley Urban Farm 300
Mencap - Leeds 175
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
Samaritans of Leeds 200
Second World War Experience Centre 200
South Leeds Team Ministry Charity Ltd 150
Special Needs & Parent Support Yorkshire 150
SSAFA Armed Forces Charity 275
St Anne's Community Services 200
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 200
Yorkshire Army Cadet Force - Leeds Detachment 275
Yorkshire Cancer Research Campaign 200

Page 13

THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2021 MADE DURING THE YEAR ENDED 31ST MARCH 2022

£

Yorkshire Ladies' Council (Hostels) Ltd 250
Youth Hostels Association - Yorkshire Region 150
Leeds Total 26000
Liverpool Bradbury Fields Services Blind 200
CHET - Crosby Hall Educational Trust 250
Church Army - Liverpool 225
KIND 225
League of Welldoers 200
Liverpool Lighthouse 200
Liverpool School of Tropical Medicine 225
Liverpool Talking Newspaper for the Blind 225
Liverpool WaterSports Centre 225
Marie Curie Cancer Care 375
Mencap Liverpool 200
Mersey Youth Support Trust 200
Norris Green Youth Centre 225
North West Cancer Research Fund 225
Northern Lights 250
Orrell Park Community Association 225
Royal School for Blind, Liverpool 225
Royal Voluntary Service 200
Samaritans of Merseyside 225
Sefton OPERA 225
Shrewsbury House Youth & Community Centre 225
SSAFA Forces Help Asscoiation 225
St Andrews Community Network 200
St Cyril's Children & Youth Project 200
St Vincents School For Blind 225
Sudley Area Residents Association 225
West Coast Crash Wheelchair Rugby 200
Woodlands Hospice 225
Ykids 225
Liverpool Total 6500
Wakefield 15th Wakefield Scout Group 250
8th Wakefield Scout Group 250
Brotherton Charity Trust 1250
Charles Brotherton Choral Scholarships 250
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 6500

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THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2021 MADE DURING THE YEAR ENDED 31ST MARCH 2022

£
York Army Benevolent Fund - North East 325
Bishopthorpe Trust 250
Countryside Learning 325
Gateway Centre 325
Little Badgers Pre School 325
Lollipop (York and District) 325
Marie Curie Cancer Care 475
Methodist Homes for the Aged - York 250
MySight - York 250
SASH - Safe & Sound Homes 325
Sea Scouts - 1st Clifton (York) Group 325
Southlands Methodist Church - Youth & Community Centre 325
SSAFA Forces Help 300
St John Ambulance North East 325
St Leonards Hospice 225
Whizz Kidz - York 325
Wilberfoss Kexby & Newton Playing Fields 250
York Disabled Workers Co-Operative 350
York Mind 250
Yorkshire Cadet Trust 325
Yorkshire Museum of Farming 325
York Total 6500
Special Distribution Brotherton Library Honresfield Appeal 5000
Special Distribution Total 5000
Distribution Total £ 70000

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