## **THE CHARLES BROTHERTON TRUST** **REGISTERED CHARITY NUMBER 227067 TRUST DEED DATED 26TH FEBRUARY 1940** ## **STATEMENT OF ACCOUNTS** **FOR THE YEAR ENDED** **31ST MARCH 2025** **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 14** Historic Distributions **THE CHARLES BROTHERTON TRUST TRUSTEES ANNUAL REPORT 2025** The Charles Brotherton Trust, PO Box 18476, Birmingham, B29 9FH ## **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 218 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-Lloyd Dominic Jones **Page 1** **THE CHARLES BROTHERTON TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES ON THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2025 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 2025. ## **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** 26th June 2025 **Page 2** **CHARLES BROTHERTON TRUST INCOME ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2025** **----- Start of picture text -----**
£ £
Investment Income Per Schedule Brewin Dolphin 72,292.36
72,292.36
Deposit Interest Brewin Dolphin 505.18
Lloyds Bank 798.78
1,303.96
Total Income 73,596.32
Administration Expenses
Secretarial Costs 3,679.82
Sundry Charges (see notes) 424.20
Accountants Fee 2,040.00
6,144.02
Net Income for the Year 67,452.30
Income Appropriation Account
Balance on account 31st March 2024 70,874.02
Total Available for Distribution 138,326.32
Payments from 2024 Income Leeds 26,200
Birmingham 13,100
Bebington & Wirral 6,550
Liverpool 6,550
Wakefield 6,550
York 6,550
65,500.00
Balance on Income Account 31st March 2025 72,826.32
Appropriations made since 31st March 2025
**----- End of picture text -----**
|Leeds
Birmingham
Bebington & Wirral
Liverpool
Wakefield
York|26,200
13,100
6,550
6,550
6,550
6,550
65,500| |---|---| **Page 3** **CHARLES BROTHERTON TRUST BALANCE SHEET AS AT 31ST MARCH 2025** **£** **£** ## **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 2024
Cash - at 31st March 2024
Fees paid less rebates
Surplus on disposal
**Income Account**
Per Income Appropriation Account|2,144,726.67
15,938.10
5,000.00
66,182.29
7,938.85
(6,294.82)
2,113,252.12
21,122.56
(12,612.60)
38,902.69|2,160,664.77
71,182.29
7,938.85
(6,294.82)
2,233,491.09
2,160,664.77
72,826.32
2,233,491.09| |---|---|---| **Page 4** **CHARLES BROTHERTON TRUST REVALUATION BALANCE SHEET AS AT 31ST MARCH 2025** **£** **£** ## **Listed investments at Market Value** Brewin Dolphin Investments 2,412,190.38 Cash 15,938.10 2,428,128.48 Balances at Bank 71,182.29 Debtors (see notes) 7,938.85 2,507,249.62 Less Creditors (see notes) (6,294.82) 2,500,954.80 **Capital fund Brewin Dolphin** Wider Range - at 31st March 2024 2,113,252.12 Cash - at 31st March 2024 21,122.56 Gain on realisations during the year 38,902.69 Unrealised Surplus on revaluation 267,463.71 2,440,741.08 2,440,741.08 **Less advisors fees paid during the year** Brewin Dolphin (12,612.60) (12,612.60) 2,428,128.48 **Income appropriation account** 72,826.32 2,500,954.80 **Page 5** **CHARLES BROTHERTON TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2025** |**Unrestricted Income Fund**
**Income From Assets**
Dividends
Interest
**Application of Funds**
Charitable Disbursements
Administration Expenses
Accountants Fee
Balance brought forward from 31st March 2024
**Balance at 31st March 2025**|**£**
72,292.36
1,303.96
65,500.00
4,104.02
2,040.00|**£**
73,596.32
71,644.02
1,952.30
70,874.02
72,826.32| |---|---|---| **Page 6** **CHARLES BROTHERTON TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2025** |**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|**£**
7,938.85
7,938.85
**£**
2,040.00
379.82
3,875.00
6,294.82
**£**
424.20
424.20
**£**
12,723.38
12,612.60
3,168.67| |---|---| **Page 7** ||**BREWIN DOLPHIN FUND**|**31st**|**March 2024**|||||||**31st March 2025**|**31st March 2025**||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||**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|40,504.67|56.26|||| ||UK Treasury 4.25% 07.12.2027|45000|45,463.95||||||45000|45,463.95|45,882.20|1,912.50|||| ||UK Treasury 4.125% 29.01.2027|46894|46,107.04||||||46894|46,107.04|47,173.07|1,934.38|||| ||Aberdeen Property Income Trust|33250|29,654.80|||33250|26,445.71||33250|3,209.09|1,915.20|1,995.01|||| ||Property Income Trust Ord 0.01 shs||||||||||||||| ||Aberdeen Property Income Trust|||33250|26,445.71|33250|17,290.00|(9,155.71)|||||||| ||Property Income Trust Redeemable shs||||||||||||||| |**Page 8**|Aberforth Smaller Companies Trust
Ord 0.01p shs
Allianz Global Investors
Strategic Bond 1 Inc
Alphabet Inc
Capital Stk $0.001 CL A
Artemis Fund Managers
US Select I ACC
ASML Holdings
NV Euro .09
ASSA Abloy Services
1 SEK B shs
BNY Mellon Fund Managers
Asian Income U
BNY Mellon Fund Managers
Global Income
Baillie Gifford & Co
Japanese WI DIS
Bank of America
12.11.2029 UK 8.40% Income
Berkshire Hathaway Inc
Com US$ 0.0033 Class B
Blackrock Fund Managers Ltd
Continental European Income D Units
BP
US$0.25c Ord shs
Brown & Brown Inc
Com Stk $0.10|2875
30000
32000
27852
25655
1925
78000
100
50000
7000|17,156.20
39,087.00
94,238.19
23,708.49
20,611.69
29,544.23
78,000.00
24,720.43
75,580.41
18,066.85|220
31
943
322|25,678.17
21,519.87
21,841.60
25,849.54|30000
32000
1925|26,109.00
124,396.80
31,358.25|(12,978.00)
30,158.61
1,814.02|2875
220
31
943
27852
25655
78000
100
50000
7000
322|17,156.20
25,678.17
21,519.87
21,841.60
23,708.49
20,611.69
78,000.00
24,720.43
75,580.41
18,066.85
25,849.54|37,720.00
26,353.31
15,720.50
21,807.29
32,292.05
54,148.99
81,541.20
41,254.89
99,128.50
30,527.00
31,028.93|1,426.00
384.09
58.11
66.37
127.77
1,227.01
1,685.04
369.79
6,552.00
3,247.98
1,694.31
64.76|**FOR THE YEAR ENDED 31ST MARCH 2025**|**SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME**|**THE CHARLES BROTHERTON TRUST**| ||Compass Group Plc|||1255|29,506.05||||1255|29,506.05|32,040.15|394.32|||| ||Ord 0.1105 shs||||||||||||||| ||Copart Inc|||676|25,833.79||||676|25,833.79|29,633.09||||| ||Com Stk $0.0001||||||||||||||| ||Croda International|325|24,485.38|325|12,954.81||||650|37,440.19|18,999.50|354.25|||| ||Ord 0.010609657 shs||||||||||||||| ||Diageo|850|12,078.79|400|9,894.00||||1250|21,972.79|25,181.25|673.89|||| ||28 101/108p Ord shs||||||||||||||| ||Experian Plc|750|20,467.53|||750|29,287.55|8,820.02||||240.26|||| ||Ord US$ 0.10||||||||||||||| ||Fastenal|550|24,518.71||||||550|24,518.71|33,039.62|580.86|||| ||Com US$ 0.01||||||||||||||| ||Federated Hermes Investments Plc|||14315|36,341.49||||14315|36,341.49|36,802.43|163.65|||| ||Hermes Asia Ex Japan||||||||||||||| ||Fidelity UCITS|16500|102,904.40||||||16500|102,904.40|131,340.00|2,530.89|||| ||US Quality Income||||||||||||||| ||**BREWIN DOLPHIN FUND(cont)**|**31st**|**March 2024**|||||||**31st March 2025**|**31st March 2025**||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||**Acquisitions**||**Disposals**|||||**Market**|**Gross**|||| |||**Nominal**|**Book Cost**|**Nominal**|**Cost**|**Nominal**|**Proceeds**|**Gain/Loss**|**Nominal**|**Book Cost**|**Value**|**Income**|||| ||First Sentier Investments|11650|26,378.59|||11650|39,061.29|12,682.70||||237.42|||| ||Stewart Asia Pacific LDRS||||||||||||||| ||Glaxosmithkline Plc|1440|18,651.44||||||1440|18,651.44|21,052.80|878.40|||| ||31.25p Ord shs||||||||||||||| ||HICL Infrastructure Co Ltd|53401|78,558.38||||||53401|78,558.38|60,129.53|4,405.58|||| ||Ord £0.0001 shs||||||||||||||| ||Haleon Plc|8600|23,275.88||||||8600|23,275.88|33,651.80|533.20|||| ||1p Ord shs||||||||||||||| ||HSBC Bank Notes|||48547|48,547.00|48547|48,377.09|(169.91)|||||||| ||Sub Income 8.6% 12.09.2030||||||||||||||| |**Page 9**|HSBC Bank Notes
UK TPX Income 8.00% 12.09.2030
Ishares II Plc
USD Tips UCITS Hedged
Institutional Cash Series Plc
Sterling Liquidity Premium
Intercontinental Exchange
Com US$0.01
Investors Capital Trust
(In Voluntary Liquidation)
Invesco Far Eastern Investment
Invesco Asian UK
JPMorgan Funds Ltd
US Equity Income K
JPMorgan Funds Ltd
Global Emerging Markets Inc
JPMorgan Funds Ltd
JPM Emerging Markets Income
JPMorgan Asset Management UK Ltd
Global Macro Opportunities Inc
Jupiter Unit Trust Managers
Japan Income Fund Z GBP
Jupiter Unit Trust Managers
Strategic Bond X GBP
Legal & General Group
Ord 2.5p shs
MI Select Managers|6500
250
40087
52500
27000
25000
42000
40000
11000|34,592.35
25,765.32
39,656.83
35,223.60
38,117.00
37,529.96
40,073.00
29,538.35|48547
35000
13830
35560
64160|48,377.09
35,000.00
38,867.83
34,936.80
68,234.16|_Equal_
27000
_Equal_
25000
_Equal_|670
35,315.00
96.82
40,050.00
174.52|91.40
1,933.00|48547
6500
35000
250
40087
13830
52500
35560
42000
40000
11000
64160|48,377.09
34,592.35
35,000.00
25,765.32
38,197.83
39,656.83
34,839.98
37,529.96
40,073.00
29,538.35
68,059.64|47,648.88
31,817.50
35,000.00
33,405.63
37,823.67
87,202.50
35,254.01
49,765.80
32,152.00
26,708.00
70,345.41|1,941.88
1,405.95
751.41
302.63
265.50
1,919.18
613.65
422.80
265.00
1,117.75
1,868.68
2,269.30|**FOR THE YEAR ENDED 31ST MARCH 2025**|**SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME**|**THE CHARLES BROTHERTON TRUST**| ||Alternative Distributed||||||||||||||| ||MI Select Managers|126125|116,589.95|27640|26,064.52|_Equal_|847.31||153765|141,807.16|142,578.60|4,331.59|||| ||Instl Bond Fund||||||||||||||| ||Microsoft Corporation|105|25,121.39||||||105|25,121.39|30,532.51|219.02|||| ||Com US$ 0.00000625||||||||||||||| ||Morgan Stanley Fund Management (Ireland|1400|48,114.64|||1400|36,820.58|(11,294.06)|||||||| ||Asia Opportunity J||||||||||||||| ||National Grid|||2980|30,675.63||||2980|30,675.63|30,083.10|472.03|||| ||Ord 12.431289 shs||||||||||||||| ||Novartis AG|||251|21,580.00||||251|21,580.00|21,502.83|498.00|||| ||CHF 0.49 shs||||||||||||||| ||Persimmon|1250|35,193.05||||||1250|35,193.05|14,893.75|750.00|||| ||Ord 10p shs||||||||||||||| ||Personal Assets Trust|10650|46,991.43|||5000|24,370.00|2,308.30||||617.70|||| ||Ord £12.50 shs|||||5650|27,747.56|2,817.83|||||||| ||Premier Portfolio Managers|20000|68,320.00|||20000|63,960.00|(4,360.00)||||528.10|||| ||Milton European Opp B||||||||||||||| |**BREWIN DOLPHIN FUND(cont)**
**Nominal**
Premier Portfolio Managers
15500
Milton UK Multi Cap Inc
RBC Semiconductor Value Chain
58605
Opportunities Index 02/03/29
Rio Tinto Plc
650
Ord 10p shs
SSGA SPDR ETFFS Europe Plc
2100
US Div Aristocrats
Schroder Unit Trusts
70000
Asian Income maximiser
Schwab (Charles) Corp
400
Com US$ 0.01
Securities Trust of Scotland
25000
25p Ord Shs (In Vol Liquidation)
Stryker Corporation
Com Stk $0.10
Tesco
9000
Ord 6.33333p shs
Texas Instruments
175
Com US$ 1.00
The Renewables Infrastructure
34000
Ord shs
Thermo Fisher Scientific Inc
50
Com US$1
TR Property Investment Trust
5500
Ord 25p shs
Twentyfour AM Investment Funds
600
Corporate Bond
Unilever Plc
725
Ord 3.11111p Shs
United Health Group
Com Stock US$0.01
Vanguard Investment Series
1350
FTSE 100 ETF Inc
Vanguard Investment Series
1650
S & P 500 ETF INC
VISA Inc
Com A Stk $0.0001
Cash on Deposit
Brewin Dolphin Totals
**31st**
**Page 10**|**Book Cost**
**Nominal**
**Cost**
**Nominal**
**Proceeds**

28,189.70
15500
28,489.00

58,605.00

23,537.64

95,716.05

35,713.00

24,834.13
400
25,541.35

93
25,733.46

20,159.53
9,000
29,856.50

25,066.47

44,938.50

24,167.37

13,384.92
5,500
18,915.92

61,886.50

21,873.88
66
27,959.49

42,622.92

60,030.25
120
25,911.10
21,122.56
2,134,374.68
667,752.11
675,180.25
**March 2024**
**Acquisitions**
**Disposals**|**Gain/Loss**
**Nominal**
299.30
58605
650
2100
70000
707.22
25000
93
9,696.97
175
34000
50
5,531.00
600
725
66
1350
1650
120
38,902.69|**Market**

**Book Cost**
**Value**

58,605.00
52,187.75

23,537.64
29,812.25

95,716.05
121,474.50

35,713.00
29,085.00


25,733.46
26,816.88

25,066.47
24,359.97

44,938.50
25,704.00

24,167.37
19,272.63

61,886.50
50,418.00

21,873.88
33,422.50

27,959.49
26,776.79

42,622.92
50,378.63

60,030.25
134,322.38

25,911.10
32,576.94
2,412,190.38
15,938.10
2,144,726.67
2,428,128.48
**31st March 2025**|**Gross**
**Income**
521.48
2,196.99
1,870.68
2,217.60
198.81
101.40
742.50
619.94
2,539.80
52.27
552.75
2,482.31
1,073.59
90.59
1,494.17
1,088.67
94.54
72,292.36
**FOR THE YEAR ENDED 31ST MARCH 2025**
**SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME**
**THE CHARLES BROTHERTON TRUST**| |---|---|---|---|---| **THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2024 MADE DURING THE YEAR ENDED 31ST MARCH 2025** ## **£** |**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||350| ||Ferries Family Groups Ltd||225| ||Friends of Lydiate Home Farm Trust||225| ||Girl Guides - Dibbinsbrook Division||225| ||Guide Dogs||275| ||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||250| ||Tam O Shanter Urban Farm||250| ||The Belvidere Centre||225| ||Wirral Autistic Society - Autism Together||200| ||Wirral Christian Centre Trust Ltd||175| ||Wirral Community Narrowboat Trust||275| ||**Bebington & Wirral**|**Total**|**6550**| |**Birmingham**|126th Birmingham Scout Group||725| ||Ackers Adventures Activities||400| ||Albrighton Trust||250| ||All Saints Youth Project||375| ||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| ||City of Birmingham Youth Orchestra||725| ||Country Trust||175| ||Crossway||250| ||deafPLUS||175| ||Dodford Children's Holiday Farm||250| ||DOG A.I.D. (Dog Assistance in Disability)||250| ||Dogs for Good - Birmingham||350| ||ECO Birmingham||200| ||Edward's Trust||150| ||Elim Church Centre||175| ||Farms for City Children||225| ||Fields Millenium Green Trust||200| ||Focus Birmingham||200| ||Home From Hospital Care||225| **Page 11** **THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2024 MADE DURING THE YEAR ENDED 31ST MARCH 2025** ## **£** ||Island Trust||250| |---|---|---|---| ||Jericho Foundation||250| ||Listening Books||275| ||Martineau Gardens||250| ||Motor Neurone Disease Association Birmingham||150| ||New Heights Warren Farm Community Project||250| ||Newland Hurst Ltd||200| ||NICE - Centre for Movement Disorder||500| ||P D S A Student Training Scheme||350| ||Pen Room Learning Centre Museum||175| ||Primrose Hospice||300| ||Queen Alexandra College||250| ||Relate - Birmingham Marriage Guidance||200| ||Rowheath Pavillion||225| ||Salvation Army||225| ||SENSE||200| ||St Basils||150| ||St Francis Youth & Community Centre||200| ||St Martins Youth Centre||200| ||Stonehouse Gang||200| ||Support Dogs||275| ||Victoria School||200| ||Warley Woods Community Trust||225| ||Wildlife Trust for Birmingham||200| ||**Birmingham**|**Total**|**13100**| |**Leeds**|17th South West Leeds Scout Group||225| ||24th South West Leeds Scout Group||225| ||Alzheimer's Society - Yorkshire Region||200| ||Army Cadet Force Charitable Trust||275| ||Blind Veterans UK||250| ||Bramley Elderly Action||200| ||British Epilepsy Association - Leeds||200| ||Brotherton Wing||500| ||Canine Partners||350| ||Caring For Life||150| ||Caring Together||200| ||Chapel Allerton Allotment Gardeners Association||750| ||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||350| ||Dogs Trust Youth Education Programme||250| ||Ear Trust||175| ||Enabled Works||275| ||EUREKA! Children's Museum||250| ||Forest Hill (Sheltered) Housing Ltd||300| ||Friends of City of Leeds Youth Orchestra||225| ||Girlguiding Leeds - Trefoil Centre||275| ||Groundwork Yorkshire||225| ||Happy Days||250| ||Hearing Dogs for Deaf People||350| ||Henshaws Society for Blind People||250| ||Holbeck Together||150| ||Hunslet Club||250| ||Kidz Klub Leeds||225| ||Learning Partnerships||150| ||Leeds Cathedral||175| ||Leeds City Mission||200| **Page 12** **THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2024 MADE DURING THE YEAR ENDED 31ST MARCH 2025** ## **£** ||Leeds Library||250| |---|---|---|---| ||Leeds Philharmonic Chorus Society||200| ||Leeds Playhouse||150| ||Leeds Society for Blind & Deaf People||200| ||Low Mill Outdoor Centre||175| ||Lymphoma Action||200| ||Macular Disease Society||250| ||Maggie's Leeds||200| ||Meanwood Valley Urban Farm||350| ||Mencap - Leeds||175| ||Neighbourhood Action||200| ||Northern Ballet||225| ||Ocean Youth Trust (North)||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||250| ||Project Space Leeds - The Tetley||150| ||Rawdon Community Library||275| ||RSPB - Fairburn Ings Education Scheme||250| ||Samaritans of Leeds||200| ||Second World War Experience Centre||225| ||South Leeds Team Ministry Charity Ltd||150| ||Special Needs & Parent Support Yorkshire||250| ||SSAFA Armed Forces Charity||300| ||St Gemma's Hospice||200| ||Stroke Association||250| ||Sue Ryder Foundation||200| ||Sunshine & Smiles Leeds Down Syndrome||200| ||The Donkey Sanctuary - Leeds Project||350| ||University of Leeds||3000| ||University of Leeds - Brotherton Library||6000| ||Voluntary Action - Leeds||225| ||William Merritt Disabled Living Centre||250| ||Yorkshire Air Ambulance||200| ||Yorkshire Cancer Research Campaign||200| ||Youth Hostels Association - Yorkshire Region||150| ||**Leeds**|**Total**|**26200**| |**Liverpool**|Bradbury Fields Services Blind||275| ||CHET - Crosby Hall Educational Trust||300| ||Dogs Trust - Merseyside Project||275| ||KIND||275| ||L'Arche - Liverpool||350| ||League of Welldoers||250| ||Liverpool Talking Newspaper for the Blind||275| ||Marie Curie Cancer Care||375| ||Norris Green Youth Centre||275| ||North West Cancer Research Fund||225| ||Northern Lights||275| ||Orrell Park Community Association||275| ||Royal School for Blind, Liverpool||250| ||Royal Voluntary Service||225| ||Samaritans of Merseyside||225| ||Sefton OPERA||275| ||Shrewsbury House Youth & Community Centre||275| **Page 13** **THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2024 MADE DURING THE YEAR ENDED 31ST MARCH 2025** ## **£** ## **Wakefield** ## **York** |SSAFA Forces Help Asscoiation|||300| |---|---|---|---| |St Andrews Community Network|||275| |St Vincents School For Blind|||225| |Sudley Area Residents Association|||275| |West Coast Crash Wheelchair Rugby|||250| |Woodlands Hospice|||275| |Ykids|||275| |**Liverpool**|**Total**||**6550**| |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|||250| |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**||**6550**| |Army Benevolent Fund - North East|||325| |Bishopthorpe Trust|||250| |Countryside Learning|||375| |Gateway Centre|||325| |Little Badgers Pre School|||325| |Lollipop (York and District)|||325| |Marie Curie Cancer Care|||500| |Methodist Homes for the Aged - York|||300| |MySight - York|||300| |SASH - Safe & Sound Homes|||325| |Sea Scouts - 1st Clifton (York) Group|||375| |Southlands Methodist Church - Youth & Community|Centre||350| |SSAFA Forces Help|||300| |St John Ambulance North East|||325| |St Leonards Hospice|||350| |Whizz Kidz - York|||325| |Wilberfoss Kexby & Newton Playing Fields|||250| |York Disabled Workers Co-Operative|||350| |York Mind|||250| |Yorkshire Museum of Farming|||325| |**York**|**Total**||**6550**| |**Distribution Total**||£|**65500**| **Page 14**