## **THE CHARLES BROTHERTON TRUST**
**REGISTERED CHARITY NUMBER 227067 TRUST DEED DATED 26TH FEBRUARY 1940**
## **STATEMENT OF ACCOUNTS**
**FOR THE YEAR ENDED**
**31ST MARCH 2023**
**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 2023**
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 2023 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 2023.
## **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**
16th August 2023
**Page 2**
## **CHARLES BROTHERTON TRUST INCOME ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2023**
|**Investment Income**
Per Schedule
Brewin Dolphin
Deposit Interest
Brewin Dolphin
Lloyds Bank
**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 2022
Total Available for Distribution
Payments from 2022 Income
Leeds
Birmingham
Bebington & Wirral
Liverpool
Wakefield
York
**Balance on Income Account 31st March 2023**|**£**
72,686.18
78.63
122.05
3,640.82
378.00
2,040.00
26,000
13,000
6,500
6,500
6,500
6,500|**£**
72,686.18
200.68|
|---|---|---|
|||72,886.86
6,058.82|
|||66,828.04
74,778.35|
|||141,606.39
65,000.00|
|||76,606.39|
Appropriations made since 31st March 2023
|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 2023**
|**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 2022
Cash - at 31st March 2022
Fees paid less rebates
Surplus on disposals
**Income Account**
Per Income Appropriation Account|**£**
2,132,624.02
31,905.41
5,000.00
66,519.40
8,292.81
(3,205.82)
2,151,895.66
12,279.54
(15,121.78)
15,476.01|**£**
2,164,529.43
71,519.40
8,292.81
(3,205.82)|
|---|---|---|
|||2,241,135.82|
|||2,164,529.43
76,606.39|
|||2,241,135.82|
**Page 4**
**CHARLES BROTHERTON TRUST REVALUATION BALANCE SHEET AS AT 31ST MARCH 2023**
**£**
**£**
## **Listed investments at Market Value**
Brewin Dolphin Investments Cash Balances at Bank Debtors (see notes) Less Creditors (see notes)
2,266,851.59 31,905.41 2,298,757.00 71,519.40
8,292.81
2,378,569.21 (3,205.82)
2,375,363.39
## **Capital fund**
**Brewin Dolphin** Wider Range - at 31st March 2022 2,151,895.66 Cash - at 31st March 2022 12,279.54 Gain on realisations during the year 15,476.01 Unrealised Surplus on revaluation 134,227.57 2,313,878.78 2,313,878.78 **Less advisors fees paid during the year** Brewin Dolphin (15,121.78) (15,121.78)
## **Income appropriation account**
2,298,757.00 76,606.39 2,375,363.39
**Page 5**
**CHARLES BROTHERTON TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2023**
|**Unrestricted Income Fund**
**Income From Assets**
Dividends
Interest
**Application of Funds**
Charitable Disbursements
Administration Expenses
Accountants Fee
Balance brought forward from 31st March 2022
**Balance at 31st March 2023**|**£**
72,686.18
200.68
65,000.00
4,018.82
2,040.00|**£**
72,886.86
71,058.82|
|---|---|---|
|||1,828.04
74,778.35|
|||76,606.39|
**Page 6**
**CHARLES BROTHERTON TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2023**
|**DEBTORS**
Brewin Dolphin
Dividends
**CREDITORS**
Accountants
Costs
Unpresented cheques (to be re-issued)
**SUNDRY CHARGES**
Post Box Number
**LEGAL & INVESTMENT ADVISOR'S FEES**
**Brewin Dolphin**
Fees incurred during the year
Fees paid during the year
Fees due - Outstanding at year end|**£**
8,292.81|
|---|---|
||8,292.81|
||**£**
2,040.00
340.82
825.00|
||3,205.82|
||**£**
378.00|
||378.00|
||**£**
14,866.95|
||15,121.78|
||3,749.45|
**Page 7**
## **BREWIN DOLPHIN FUND 31st March 2022**
||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**BREWIN DOLPHIN FUND**|**31st**|**March 2022**|||||||**31st March 2023**|||
|||||**Acquisitions**||**Disposals**|||||**Market**|**Gross**|
|||**Nominal**|**Book Cost**|**Nominal**|**Cost**|**Nominal**|**Proceeds**|**Gain/Loss**|**Nominal**|**Book Cost**|**Value**|**Income**|
||UK Treasury 0.125% 31.01.28|||45000|38,441.01||||45000|38,441.01|38,466.22||
||UK Treasury 4.25% 2027|||45000|45,463.95||||45000|45,463.95|47,219.49|956.25|
||Aberdeen Property Income Trust|||33250|29,654.80|Rename|||33250|29,654.80|17,921.75|997.50|
||Property Income Trust Ord 0.01 shs||||||||||||
||Aberforth Smaller Companies Trust|4350|25,958.07|||1475|19,660.75|10,858.88|2875|17,156.20|35,362.50|1,537.62|
||Ord 0.01p shs||||||||||||
||Allianz Global Investors|30000|39,087.00||||||30000|39,087.00|29,502.00|1,101.18|
||Strategic Bond 1 Inc||||||||||||
||Artemis Fund Managers|32000|94,238.19||||||32000|94,238.19|89,808.00||
||US Select||||||||||||
||BNY Mellon Fund Managers|27852|23,708.49||||||27852|23,708.49|31,612.45|1,230.44|
||Asian Income U||||||||||||
||BNY Mellon Fund Managers|25655|20,611.69||||||25655|20,611.69|49,382.38|1,423.15|
||Global Income||||||||||||
||Baillie Gifford & Co|36750|38,433.85|||36750|31,524.15|(6,909.70)||||995.94|
||Investment Grade Bond Fund||||||||||||
||Baillie Gifford & Co|3225|49,496.17|||1300|19,825.00|(126.94)|1925|29,544.23|29,818.25|839.47|
||Japanese WI DIS||||||||||||
||Berkshire Hathaway Inc|||100|24,720.43||||100|24,720.43|24,975.53||
||Com US$ 0.0033 Class B||||||||||||
||Blackrock Fund Managers Ltd|50000|75,580.41||||||50000|75,580.41|91,084.60|3,163.82|
|**Page 8**|Continental European Income D Units
BP
US$0.25c Ord shs|8250|21,293.07|||1,250|5,619.45|2,393.23|7000|18,066.85|35,756.00|1,520.09|
||Close Brothers Group|1750|26,075.00|||1,750|16,156.52|(9,918.48)||||1,155.00|
||Ord 25p shs||||||||||||
||Croda International|325|24,485.38||||||325|24,485.38|21,118.50|336.38|
||Ord 0.010609657 shs||||||||||||
||Diageo|850|12,078.79||||||850|12,078.79|30,719.00|647.53|
||28 101/108p Ord shs||||||||||||
||Experian Plc|750|20,467.53||||||750|20,467.53|19,950.00|327.45|
||Ord US$ 0.10||||||||||||
||Fastnal|550|24,518.71||||||550|24,518.71|23,996.80|490.14|
||Com US$ 0.01||||||||||||
||Fidelity UCITS|16500|102,904.40||||||16500|102,904.40|111,457.50|2,530.12|
||US Quality Income||||||||||||
||First Sentier Investments|18500|41,888.75|||6850|19,871.85|4,361.69|11650|26,378.59|34,864.96|123.43|
||Stewart Asia Pacific LDRS||||||||||||
||FundSmith LLP|9175|40,092.00||||||9175|40,092.00|51,728.65|133.78|
||Equity Income||||||||||||
||GAM Star Fund|4500|44,949.75|||4500|44,949.75|||||825.75|
||Credit Opportunities QZ GBP||||||||||||
||GAM Star Fund|||4535|44,949.75||||4535|44,949.75|36,758.86|984.47|
||Credit Opportunities MZ GBP||||||||||||
||Glaxosmithkline Plc|2350|30,500.81|||550|9,785.05|2,646.56||||869.50|
||25p Ord shs|||||1800|23,362.32|Scrip issue Haleon Shs|||||
||Glaxosmithkline Plc|||1440|18,651.44||||1440|18,651.44|20,577.60|432.00|
||31.25p Ord shs||||||||||||
||HICL Infrastructure Co Ltd|26750|44,337.50||||||26750|44,337.50|41,462.50|2,757.92|
||Ord £0.0001 shs||||||||||||
||Haleon Plc|||6800|18,565.00||||8600|23,275.88|27,692.00|0.00|
||1p Ord shs|||1800|4,710.88|Scrip issue|||||||
||Howden Joinery Group Plc|2850|22,167.16|||2850|19,284.38|(2,882.78)||||567.15|
||10p Ord shs||||||||||||
## **BREWIN DOLPHIN FUND (cont) 31st March 2022**
**31st March 2023**
|||||**Acquisitions**|**Acquisitions**|**Disposals**|**Disposals**||||**Market**|**Gross**||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||**Nominal**|**Book Cost**|**Nominal**|**Cost**|**Nominal**|**Proceeds**|**Gain/Loss**|**Nominal**|**Book Cost**|**Value**|**Income**||||
||Ishares II Plc|300|44,180.00||||||300|44,180.00|36,415.50|1,109.25||||
||Ishares II Plc|6500|34,592.35||||||6500|34,592.35|32,339.13|386.75||||
||USD Tips UCITS Hedged|||||||||||||||
||Intercont Exchange|250|25,765.32||||||250|25,765.32|21,089.31|275.72||||
||Com US$0.01|||||||||||||||
||Investors Capital Trust|40087|||||||40087|||||||
||(In Voluntary Liquidation)|||||||||||||||
||JP Morgan Funds Ltd|65000|49,098.93|||12500.00|19,525.00|10,082.90|52500|39,656.83|77,385.00|2,377.91||||
|**Page 9**|US Equity Income K
JP Morgan Funds Ltd
Global Emerging Markets Inc
JP Morgan Funds Ltd
Global Macro Opportunities Inc
Jupiter Unit Trust Managers
Japan Income Fund Z GBP
Jupiter Unit Trust Managers
Strategic Bond X GBP
Legal & General Group
Ord 2.5p shs
Man Fund Management UK Ltd
Man GLG UK Inc
Microsoft Corporation
Com US$ 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
Persimmon
Ord 10p shs
Personal Assets Trust
Ord £12.50 shs|27000
25000
42000
40000
11000
41000
105
1800
477.767
3000
35000
1250
75|35,223.60
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
35,193.05
31,939.73|10750
Subdivision 100:1
3150|10,011.48
15,051.70|400|9,029.28|(4,717.76)|27000
25000
42000
40000
11000
41000
105
1400
477.767
3000
45750
1250
7500|35,223.60
38,117.00
37,529.96
40,073.00
29,538.35
52,034.00
25,121.39
48,114.64
50,251.46
26,949.83
45,389.48
35,193.05
46,991.43|35,032.50
41,750.00
45,255.00
33,272.00
26,279.00
48,995.00
24,485.76
34,538.82
44,666.44
32,895.00
41,842.95
15,700.00
50,853.75|1,404.00
1,633.05
1,948.57
2,058.10
3,107.90
191.79
1,216.34
1,548.00
1,713.69
2,625.00
525.00|**FOR THE YEAR ENDED 31ST MARCH 2023**|**SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME**|**THE CHARLES BROTHERTON TRUST**|
||Premier Portfolio Managers|20000|68,320.00||||||20000|68,320.00|54,520.00|||||
||Milton European Opp B|||||||||||||||
||Premier Portfolio Managers|15500|28,189.70||||||15500|28,189.70|28,210.00|1,331.46||||
||Milton UK Multi Cap Inc|||||||||||||||
||Prudential|2000|18,261.00|||2000|26,056.00|7,795.00||||241.21||||
||Ord 5p shs|||||||||||||||
||Rio Tinto Plc|650|23,537.64||||||650|23,537.64|35,607.00|3,730.68||||
||Ord 10p shs|||||||||||||||
||Robeco Luxenbourg SA|450|49,048.25||||||450|49,048.25|41,112.00|1,039.50||||
||Global Credits|||||||||||||||
||SSGA SPDR ETFFS Europe Plc|2100|95,716.05||||||2100|95,716.05|115,405.50|2,664.93||||
||US Div Aristocrats|||||||||||||||
||Schroder Unit Trusts|70000|35,713.00||||||70000|35,713.00|32,039.00|2,491.30||||
||Asian Income maximiser|||||||||||||||
||Schwab (Charles) Corp|||400|24,834.13||||400|24,834.13|16,947.48|67.96||||
||Com US$ 0.01|||||||||||||||
|**BREWIN DOLPHIN FUND (cont)**
**Nominal**
**Book Cost**
**Nominal**
**Cost**
**Nominal**
**Proceeds**
Securities Trust of Scotland
25000
25p Ord Shs (In Vol Liquidation)
Smith & Nephew Plc
1600
25,038.19
1,600
18,927.00
US $ 0.20
Standard Life Investments Ltd
33250
29,654.80
33,250
29,654.80
Ren
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
Thermo Fisher Scientific Inc
50
24,167.37
Com US$1
TR Property Investment Trust
5500
13,384.92
Ord 25p shs
Twentyfour AM Investment Funds
600
61,886.50
Corporate Bond
Unilever Plc
725
21,873.88
Ord 3.11111p Shs
Vanguard Investment Series
1350
42,622.92
FTSE 100 ETF Inc
Vanguard Investment Series
2000
72,763.94
350
20,738.29
S & P 500 ETF INC
Cash on Deposit
12,279.54
Brewin Dolphin Totals
2,164,175.20
299,221.94
333,969.59
**31st March 2022**
**Acquisitions**
**Disposals**
**Page 10**|**Gain/Loss**
**Nominal**
25000
(6,111.19)
ame
9000
175
34000
50
5500
600
725
1350
8,004.60
1650
15,476.01|**Market**
**Book Cost**
**Value**
20,159.53
23,913.00
25,066.47
26,330.19
44,938.50
42,432.00
24,167.37
23,310.47
13,384.92
15,345.00
61,886.50
49,170.00
21,873.88
30,377.50
42,622.92
44,968.50
60,030.25
103,133.25
2,266,851.59
31,905.41
2,132,624.02
2,298,757.00
**31st March 2023**|**Gross**
**Income**
500.96
332.50
1,039.50
585.27
2,900.20
816.75
1,796.28
1,069.89
1,886.40
2,124.24|
|---|---|---|---|
||||72,686.18|
**THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2022 MADE DURING THE YEAR ENDED 31ST MARCH 2023**
## **£**
|**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|
||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 Ark||175|
||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|
||Ackers Adventures Activities||200|
||Albrighton Trust||150|
||All Saints Youth Project||175|
||Armonico Consort||150|
||Birmingham Botanical Gardens||250|
||Birmingham City Mission||200|
||Birmingham Festival Choral Society||150|
||Birmingham Institute for the Deaf||175|
||Birmingham PHAB Camps||200|
||Birmingham Royal Ballet - Freefall Project||175|
||Birmingham Settlement||200|
||Blueprint Training and Enterprise||175|
||British Disabled Angling Association||175|
||British Limbless Ex Service Men's Association||250|
||British Wireless for Blind Fund||175|
||City of Birmingham Youth Orchestra||225|
||Country Trust||175|
||Crossway||150|
||deafPLUS||175|
||Dodford Children's Holiday Farm||250|
||DOG A.I.D. (Dog Assistance in Disability)||200|
||Dogs for Good - Birmingham||350|
||ECO Birmingham||200|
||EDT Industrial Trust||200|
||Edward's Trust||150|
||Elim Church Centre||175|
||Farms for City Children||225|
||Fields Millenium Green Trust||200|
**Page 11**
**THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2022 MADE DURING THE YEAR ENDED 31ST MARCH 2023**
**£**
||Focus Birmingham||200|
|---|---|---|---|
||Gloverspiece Minifarm||225|
||Grey Gables||175|
||Home From Hospital Care||175|
||Inter City Camp Trust||200|
||Island Trust||150|
||Jericho Foundation||150|
||Listening Books||175|
||Martineau Gardens||225|
||Meriden Adventure Playground||250|
||Motor Neurone Disease Association Birmingham||150|
||Narthex Sparkhill||275|
||New Heights Warren Farm Community Project||225|
||Newland Hurst Ltd||200|
||NICE - Centre for Movement Disorder||300|
||P D S A Student Training Scheme||350|
||Pen Room Learning Centre Museum||175|
||Primrose Hospice||150|
||Queen Alexandra College||250|
||Quinborne Community Centre||250|
||Relate - Birmingham Marriage Guidance||200|
||Rowheath Pavillion||225|
||Salvation Army||225|
||Sea Cadet Corps - Shirley and District - TS Gamecock|481|150|
||SENSE||200|
||St Basils||150|
||St Francis Youth & Community Centre||200|
||St Martins Youth Centre||200|
||Stonehouse Gang||200|
||Support Dogs||250|
||The Coffee Shop||200|
||Thrive Birmingham||250|
||Victoria School||200|
||Warley Woods Community Trust||200|
||Wildlife Trust for Birmingham||200|
||**Birmingham**|**Total**|**13000**|
|**Leeds**|17th South West Leeds Scout Group||225|
||24th South West Leeds Scout Group||225|
||Alzheimer's Society - Yorkshire Region||200|
||Arkwright Engineering Scholarship - Smallpiece Trust||250|
||Army Cadet Force Charitable Trust||275|
||Blind Veterans UK||225|
||Bramley Elderly Action||200|
||British Epilepsy Association - Leeds||200|
||Brotherton Wing||300|
||Canine Partners||325|
||Caring For Life||150|
||Caring Together||150|
||Children's Heart Surgery Fund||275|
||Church Army - Leeds||225|
||City of Leeds YMCA||200|
||Conservation Volunteers||275|
||Disability Action Yorkshire||250|
||Dogs for Good - Leeds||325|
||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|
**Page 12**
**THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2022 MADE DURING THE YEAR ENDED 31ST MARCH 2023**
**£**
|Girlguiding Leeds - Trefoil Centre||275|
|---|---|---|
|Groundwork Yorkshire||225|
|Happy Days||250|
|Hearing Dogs for Deaf People||325|
|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||175|
|Lighthouse Futures Trust||150|
|Low Mill Outdoor Centre||175|
|Lymphoma Action||200|
|Macular Disease Society||200|
|Maggie's Leeds||200|
|Meanwood Valley Urban Farm||300|
|Mencap - Leeds||175|
|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||250|
|RSPB - Fairburn Ings Education Scheme||250|
|Samaritans of Leeds||200|
|Second World War Experience Centre||200|
|Shadwell Playground Campaign||250|
|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|
|Sunshine & Smiles Leeds Down Syndrome||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 Cancer Research Campaign||200|
|Yorkshire Ladies' Council (Hostels) Ltd||250|
|Youth Hostels Association - Yorkshire Region||150|
|**Leeds**|**Total**|**26000**|
**Page 13**
**THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2022 MADE DURING THE YEAR ENDED 31ST MARCH 2023**
||||**£**|
|---|---|---|---|
|**Liverpool**|Bradbury Fields Services Blind||225|
||CHET - Crosby Hall Educational Trust||275|
||Church Army - Liverpool||225|
||KIND||225|
||League of Welldoers||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||250|
||Royal Voluntary Service||225|
||Samaritans of Merseyside||225|
||Sefton OPERA||225|
||Shrewsbury House Youth & Community Centre||225|
||SSAFA Forces Help Asscoiation||250|
||St Andrews Community Network||225|
||St Cyril's Children & Youth Project||225|
||St Vincents School For Blind||225|
||Sudley Area Residents Association||250|
||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 Cathedral Fabric Fund||250|
||Wakefield Deaf & Hard of Hearing Support Service||200|
||Wakefield District Scout Council||250|
||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**|
**Page 14**
**THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2022 MADE DURING THE YEAR ENDED 31ST MARCH 2023**
**£**
## **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**|
|**Distribution Total**||£|**65000**|
**Page 15**