THE TRUSTHOUSE CHARITABLE FOUNDATION
ANNUAL REPORT AND ACCOUNTS 2013-14
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Cover Page photos:
Top: Youth Adventure received a grant of £6,000 from Trusthouse towards the cost of providing activity and future
planning days for young people coming to the end of a 3 year outdoor learning and achievement programme in
Wiltshire and Swindon.
Middle: Care Lochaber supports people who are older, experiencing ill health, have mobility difficulties or are
otherwise isolated to maintain their independence, safety and wellbeing. Lochaber is a district on the west coast of
Scotland. The main town is Fort William, with a population of just under 10,000, surrounded by remote
villages/hamlets, some of which can be 50 miles away. Trusthouse awarded a grant of £6,500 towards the cost of the
community car scheme which uses volunteer drivers to provide clients with door-to-door transport to appointments,
social and community events and help during the journey to maintain independence and dignity.
Bottom: All Change Arts (Photo by Tony Nandi 2013) was set up in 1985 to use the medium of arts to promote
personal and community development, education and positive change. All Change contributes much of its success in
engaging with difficult to reach and marginalized people due to the mentoring support, advice and guidance element
of each of its programmes. Trusthouse awarded a grant of £6,500 towards the salary of the Project Officer who
provides this part of the work. The photo is from the Inspire! project which brought together mums and toddlers,
teenagers and grandparents in a dance performance.
The Gloucestershire Bike Project collects old bikes from public donations or recycling sites and uses them to teach
bike mechanics to a range of groups: disaffected young people, ex-offenders, adults with substance abuse issues, long
term unemployed, ex-service personnel. Work with young people focusses on teaching them to build a bike for
themselves which they then use for their own transport. Other groups will refurbish and repair bikes for sale to the
public at low cost, or provide 'Dr Bike' outreach clinics to carry out safety checks and make on-the-spot repairs. Over
150 bikes have been built, more than 1,000 refurbished bikes sold to the public and a similar number have had the
attention of the free Dr Bike clinics. Trusthouse has awarded a grant of £9,500 towards salary costs.
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CHAIRMAN’S REVIEW
During the course of the year to 30th June 2014 the Trusthouse Charitable Foundation made grants of
£2.11m to organisations which are working to further the Foundation’s charitable objectives. This
total was made up of 331 grants selected from 1,203 applications.
Our investments at the start of the year stood at £67.9m and finished the year at £72.6m after the
grant-making described above and all other fees and expenses. This excellent performance of our
portfolio enabled us to confirm the continued use of a 4% distribution rate calculated on a 3-year
rolling average value of the investments.
We awarded two Super Grants during the year. We gave £110,000 to the Belfast City mission towards
the capital costs of building a state of the art dementia care home in Millisle, Co Down, which we
hope will be a beacon of best practice setting new standards from which other homes working in the
same field will be able to learn. We also gave £110,000 to the People’s Theatre Arts group in
Newcastle-upon-Tyne, one of the oldest amateur dramatic companies in the country with a particular
focus on working with young people. These two very different and contrasting grants are illustrative
of the breadth and diversity of the organisations we support.
During the year we also launched a new Themed Grant Programme with a budget of £600,000 to be
spent over the next three years. After considering a number of options the Trustees decided to focus
the grant on the vitally important area of supporting vulnerable mothers and children from deprived
backgrounds in the very early years (pre-birth up to two years old). Under this scheme we will make
three year grants of up to a total of £60,000 per organisation. We will also be funding a formal
evaluation of each funded project, to be undertaken by the Wave Trust which has specific expertise in
the area. We are particularly excited by this Themed Grant as we believe that these first two years of
life are so crucial in laying down the foundations for a positive future.
Before his sad death in October 2014, the late Duke of Marlborough had retired from the board. As a
founding Trustee he had served on the board since 1997 and made a huge contribution to the
charity, for which we are deeply thankful. Our sincere condolences go to his family. Mr Howell Harris
Hughes decided to retire and we are extremely grateful for his work over the past six years for the
Finance Committee, where his knowledge and wise judgement have been greatly valued. To fill
these two gaps created on the Finance Committee, we welcome Mr Nicholas Melhuish and Mr Crispian
Collins, both of whom bring a wealth of investment experience
As we look forward to the year ahead we feel both privileged and proud to be able to support a wide
range of wonderful organisations working in many and varied ways to improve people’s lives in our
two priority areas of Rural Issues and Urban Deprivation.
The Hon Mrs Olga Polizzi CBE
1st December 2014
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LEGAL AND ADMINISTRATIVE
The Trustees present their report along with the financial statements of the Trusthouse Charitable
Foundation for the year ended 30th June 2014. The financial statements have been prepared in
accordance with the accounting policies set out in Note 1 and comply with the charity's Trust deed
and applicable law.
Constitution and Objects
The Trusthouse Charitable Foundation was formed in 1997 under a High Court Order when the
Council of Trust Houses Forte plc sought its direction for the creation of a Charity to manage the
proceeds of the sales of its share in its mother company to Granada, made on the 26th June 1996.
The Foundation had sold its investments to Granada Group for £50,252,883.80 Unsecured Floating
Rate Loan Notes and 33,384 ordinary shares in Granada. The loan notes were redeemed at par
during the period to 30th June 1997 and the proceeds were divided between three investment
managers. Since then however, there have been several asset re-allocations and the Foundation now
has a mix of current investment managers. The Trustees also employ an Investment Consultant,
Cambridge Associates, to advise them on their investment policy and on the monitoring of investment
managers.
The Trusthouse Charitable Foundation was registered with the Charity Commission on 13th August
1997, registration number 1063945. The governing document is a Scheme made in the High Court
on 12th June 1997. Prior to this date, the Foundation operated under charitable purposes following
the court order 20th June 1996.
The objects of the Foundation are such general charitable purposes as the Trustees in their discretion
from time to time determine. The Trustees have power to apply income and capital to fulfil their
objects.
TRUSTEES
The Hon Mrs Olga Polizzi CBE (Chairman)
The Lady Balfour of Burleigh CBE
Mr Crispian Collins (appointed 1st December 2014)
Lady Anthony Hamilton
Ms Philippa Hamilton
Mr Howell Harris-Hughes CBE (retired 1st December 2014)
Mr George Hepburn OBE
The Baroness Hogg
The Reverend Rose Hudson-Wilkin
The Duke of Marlborough DL (retired 10th December 2013)
Mr Nicholas Melhuish (appointed 18th July 2014)
Sir John Nutting QC
Mr Anthony Peel MBE
Sir Hugh Rossi
REGISTERED OFFICE
Sixth Floor, 65 Leadenhall Street, London EC3A 2AD
PRINCIPAL OFFICER
Mr Nicholas Acland
BANKERS
The Royal Bank of Scotland (Child & Co), 1 Fleet Street,
London EC4Y 1BD
SOLICITORS
MacFarlanes, 10 Norwich Street, London EC4A 1BD
AUDITORS
BDO LLP, 55 Baker Street, London W1U 7EU
INVESTMENT ADVISERS
Cambridge Associates, 80 Victoria Street, Cardinal Place,
London SW1E 5JE
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INVESTMENT MANAGERS
Blackrock
12 Throgmorton Avenue
London EC2N 2DL
Nyes Ledge Capital Mgt
155 Federal St
Boston, MA 02110
USA
Sarasin & Partners
Juxon House
100 St Paul's Churchyard
London EC4M 8BU
Colchester Global Investors
20 Saville Row
London W1S 3PR
Old Mutual
PO Box 27061
227 West George Street
Glasgow G29GT
Standard Life Investments
1 George Street
Edinburgh
EH2 2LL
The Charities Property Fund
Cordea Savills
33 Margaret Street
London W1G 0JD
PIMCO Global Advisors
c/o BBH Fund Admin
Services
Styne House
Upper Hatch Street
Dublin 2, ROI
Veritas Funds
1 Grand Canal Square
Grand Canal Harbour
Dublin 2, ROI
Investec
PO Box 9042
Chelmsford CM99 2XL
Royal London Cash Mgt
55 Gracechurch Street
London EC3V 0UF
The Trustees have appointed investment managers who have discretion to invest the funds within
guidelines established by the Trustees.
ORGANISATION
The Trustees who served during the period are set out on Page 4. The Trustees were first appointed
from the board of the Council of Forte plc and the Trustees have the power to appoint additional
Trustees. The minimum number of Trustees is four and the maximum is twelve. In considering the
appointment of new Trustees, the Trustees consider how best to strengthen the range of expertise,
experience and interests needed for the Foundation's work and future development.
The Trustees meet as a general body twice a year usually in June and December. They operate
through two committees each of which is concerned with a different sphere of activity, as follows:
o
o
Grants Committee
Finance Committee.
The Grants Committee meets four times a year and has delegated authority to award grants up to a
value of £30,000. (Grants above £30,000 are subject to the final approval of the Trustees in General
Meeting.)
The Committee is responsible for framing the grants policy and the consideration of all
eligible appeals. Eight Trustees sit on the Committee, which is chaired by Lady Balfour of Burleigh.
The Finance Committee meets four times a year and is responsible for investment policy, the
monitoring of investment performance, the selection and discharge of fund managers, general
matters of financial policy and budgets of income and expenditure, including the determination of the
income available for distribution and over-seeing the annual audit process. The Committee reviews
the Investment Portfolio at each meeting in conjunction with our Investment Advisers, Cambridge
Associates. Five Trustees sit on the Committee, which is chaired by Baroness Hogg.
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Induction and Training
New Trustees have induction meetings with the Chairman and the administrators upon appointment
and third party training courses are offered to Trustees from time to time. Speakers are occasionally
invited to the General Meetings.
Administration
From inception as a charity, the Trustees decided to appoint a third party to administer the charity
and keep its financial books and records. The Henry Smith Charity succeeded SG Hambros Trust
Company Limited as administrator on 16th July 2003. The day to day management is overseen by
the Director of the Henry Smith Charity (Nicholas Acland). The finances are managed by the Finance
Manager (Nuria Rivero) and the grants procedure is managed and administered by the Grants
Manager (Judith Leigh). The Foundation benefits from the volunteer visitor network of the Henry
Smith Charity. The Trustees are also grateful to the various community foundations who have
provided informative assessment reports and helpful local knowledge throughout the year.
Grant Making Policy
The grants policy agreed in 2008 focusses the Foundation’s main grants programme on projects
throughout the UK which address Rural Issues or established projects of especial merit in areas of
extreme Urban Deprivation. Within these two foci, the Trustees continue to consider applications
under three broad priorities (Community Support, Education & the Arts, Healthcare & Disability). The
Small Grants scheme (for appeals up to £10,000) and Large Grants scheme (for appeals up to
£30,000) is augmented by the Super Grants programme, where the Trustees proactively select one or
two projects annually for a substantial capital grant. The budget for the Super Grants programme in
2013-14 was set at £125,000, later increased to £220,000 as there were savings in other grant
budgets during the financial year (see page 9).
With effect from 1st July 2013, the Trustees no longer accept unsolicited applications for projects in
developing countries (where the funds raised are from charities based in the UK), but the Trustees
may, in their discretion, give grants to such projects which are personally known to them. Since
2010, Trusthouse has made an annual grant to the Humanitarian Aid Relief Trust (HART), for HART
to support a number of local projects in particularly challenging locations in the developing world with
whom HART has established partnerships. This arrangement is reviewed on a yearly basis.
The grant making policy of the Foundation is reflected in its published Guidelines for Applicants,
which are on the Foundation's website and available on request from the office.
The charity has an application form that it requests all applicants to complete prior to consideration of
their appeal. Members of the Grants Committee are sent summaries of all eligible applications
received with advice from the office and from these select those applications they wish to consider at
their meetings. An accelerated process for grants of £5,000 and under enables decisions to be taken
by the Grants Committee between meetings in order to reduce the time which applicants have to wait
for a decision.
Aims and Objectives
The Foundation is primarily a reactive funder and seeks to attract a wide range of applications and to
fund a relatively diverse range of projects which reflect the breadth of the Trustees' interests (as
embodied in the Guidelines); are undertaken by sound organisations doing effective work; and where
the kind of grants offered by the Foundation make a real difference.
Most of the Foundation's grants are for sums of less than £10,000 and many are to smaller
organisations and for smaller projects where a grant from the Foundation supplements local
fundraising (where it is unrealistic to expect the whole of the cost to be raised locally) and enables
equipment to be bought and/or activities to happen which might otherwise not come to fruition. The
Trustees' bias towards smaller organisations and projects reflects the Trustees' preference to offer a
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large number of relatively modest grants which are nevertheless significant in relation to the scale of
the applicant's financial needs and can be seen to make a discernible local impact.
All grantees report back on how grants have been used and what they have achieved within six
months of receipt. A pro forma report form for grants applicants is successful in providing careful
monitoring and enabling greater understanding of potential achievements and issues grantees may
encounter. The form is sent to all applicants as a hard copy when payment of a grant is made, and
can also be sent by email in electronic format, on request from the grant recipient. Larger grants are
only released when a project is certain to proceed and a grantee provides proof of purchase or of
building works carried out.
Public Benefit
The Trustees consider that they have complied with their duty in section 17 of the Charities Act 2011
and to have due regard to the guidance of the Charity Commission on public benefit and its reporting.
The Foundation’s broad main aim is to fund charitable or not-for-profit organisations principally in the
UK , which enhance the life chances, living environment and well being of the general public,
especially within the priorities of the grants policy. The Review of the Past Year, on page 8, and the
list of grants (pages 25 to 45) demonstrate that this aim continues to be achieved.
Investment Policy and Performance
There are no restrictions on the charity's power to invest and the Trustees have the power to
delegate discretionary powers of investment. The charity's investments are managed by a mix of
investment managers with different and diverse portfolio strategies. The Trustees have given the
investment managers listed on page 5 discretionary management over the funds they hold in their
nominee name within agreed guidelines established to control risk (including ranges for different
asset classes). The guidelines are reviewed annually. Their performance is measured against set
benchmarks on a quarterly basis and discussed at the meetings of the Finance Committee.
Since the General Meeting in June 2006, the Trustees have followed a distribution policy in line with
the investment policy which operates on a total return basis, funded from capital as well as income
where necessary. The Foundation aims to maximise total return while mitigating risk to the real
value of the fund. It distributes at a rate that Trustees believe – after consulting their investment
advisers – is consistent, over the medium term, with at least maintaining the real value of the fund
(after allowing for administration costs as well). The distribution rate is currently set at 4% of the
value of the fund per year, averaged over the preceding 12 quarters. The Trustees and their
investment advisers believe that this rate continues to be sustainable over the medium term, and the
objectives set for the portfolio should enable it to be sustained.
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REVIEW OF THE PAST YEAR
Grants Awarded during the Year
The Trustees received 1,203 applications during the year, compared to 1,328 in 2012-13. This
decrease in numbers was disappointing after the change made during the previous financial year to
raise the annual income top level threshold for Small and Fast Track grants from £300,000 to
£500,000. However, other peer grantmakers also continue to experience lower application numbers.
Part of the reason for this is the decision by many small to medium sized charities to reduce their
costs by not using a professional fundraiser, rolling up the fundraising function into the remit of
operational staff or through the use of Trustees and volunteers. These fundraisers are likely to focus
on the larger, better known grantmakers. To address this situation, the Trustees have decided that
during 2014-15 an awareness raising drive will be made, through community foundations, community
volunteer services, local council grants officers and existing grants recipients. The new website,
which went live in late July 2014, should also help improve numbers of applicants, with its clear
applications path and guide to application writing.
In 2013-14, a total of 331 grants were made, a small increase from 2012-13 when 327 grants were
made. This is in line with the lower numbers of applications received during the year. Applications for
the Large and Small grants schemes were generally of a reasonably good standard, but the standard
for the Fast Tracks scheme was erratic, especially from smaller organisations. The Trustees will be
reviewing the Fast Tracks scheme during 2014-15. The maximum grant which can be made under
the Fast Tracks scheme is £5,000 and it therefore tends to attract smaller, often volunteer run
organisations, who struggle to present a convincing case. However, we have seen a rise in larger
organisations applying to this scheme for the final portion of bigger projects, and as such applications
tend to be written by professional fundraisers or staff, there is a tendency for these to outshine the
‘amateur’ applications. The Trustees will consider whether there is a need to lower the annual
income threshold for the Fast Track scheme to create a fairer and more level playing field, or to
reduce the total cost of a project. The new guide, Giving Your Application The Best Chance, included
on the new website, has been written with smaller organisations and non-professional fundraisers in
mind. A survey of grantees will be carried out in 2014-15 to monitor how many used the new guide
and request feedback on how it can be improved.
The total amount awarded in grants was £2.113m, a decrease of £145,000, on the previous year
(£2.258m). The majority of grants continue to be for under £10,000, with an average value of
£6,383 (£6,507 in 2012-13).
The current grants policy means that, where possible, applications under the Large Grants scheme
are awarded the full amount recommended following an assessment visit, with Small Grants being
allotted funds from the remaining budget for each meeting of the Grants Committee. The Large
Grants scheme again saw a fall in the number of applications received: 140 compared to 171 in
2012-13. We again believe that this is due to the decision by many organisations in deprived areas
not to embark on capital projects in the challenging funding environment. However, 25 grants were
awarded, compared with 24 in 2012-13. With greater funds available from an increased grants
budget, the average Large Grant rose in 2013-14 to £24,176 (£17,472 in 2012-13).
Three grants of £30,000 (the maximum grant) were awarded under the Large Grants scheme as
compared to two in 2012-13. Building projects for community centres and village halls dominated the
applications received. A very high number of applications for hospices were received following a
round of major capital grants by the Department of Health, enabling many hospices to embark on
building projects. The Trustees decided to adopt a process of making an initial selection of those of
interest on a quarterly basis, rather than weekly, to be able to compare and contrast the various
projects in a fairer manner. The same process has also been adopted for village halls and community
centres.
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The three grants for £30,000 were:



Friends of Portaferry Presbyterian Church: towards the cost of building an extension to
a redundant church in Northern Ireland to enable its use for more community, arts and
heritage activities
South Creake War Memorial Institute: towards the cost of building a new community
hall in a village in Norfolk near Fakenham
St Luke’s Hospice (Harrow and Brent): towards the costs of a rehabilitation and therapy
room in a new extension to the hospice.
Other Large Grants included £29,900 for Rampworx Youth Village 2000 towards the cost of
creating an indoor skate park which acts as a community hub for a range of activities and services for
young people in Seacombe on the Wirral peninsula; £20,000 for the New Medway Steam Packet
Company towards the cost of repairs to the engine room and other refurbishments of a historic
veteran paddle steamer which took part in the Dunkirk evacuations and will be an educational,
historic and tourist resource for the Medway district of Kent; £20,000 for Forest of Dean
Children’s Opportunity Centre towards the cost of a new mini bus for a disabilities charity based
in Gloucestershire.
Several Trustees made assessment visits to Large Grant and Super Grant applicants, with staff and
volunteer visitors from the Henry Smith Charity carrying out other visits. The Trustees are very
grateful to the volunteer visitors who provide an excellent standard of assessment reports and bring a
good knowledge of local areas, communities and issues.
129 Small Grants of between £5,000 and £10,000 were awarded compared to 145 Small Grants in
2012-13. Small Grants are available for both capital and running costs – including salaries and
overheads – and applicants have expressed their thanks for this, as such costs are proving difficult to
fund, especially with the reductions in statutory funding.
Grants for running costs enable
organisations to continue on-going work which has a demonstrable track record of success. The
average grant value was £6,879 (£7,488 in 2012-13).
At the beginning of the financial year the Grants Committee took a prudent approach to the financial
amount of grants awarded due to the uncertainty of the investment market. As the Finance
Committee took the decision in November 2013 that no adjustment needed to be made to the
budget, additional funds were available but disappointingly the number of Large and Small Grants
made at the final Grants Committee meeting was less than expected, following a lower than
anticipated number of applications for considerations. This led to an underspend of £300,496 on the
grants budget. Where this situation has arisen in previous years, the Trustees have usually taken the
decision to increase the amount available for Super Grants, make a number of one off grants and put
any remaining unspent amount into the general investment funds of the charity. On this occasion the
Trustees decided that:



£5,000 would be used for the cost of creating and implementing a new website
£95,000 would be added to the budget for Super Grants in 2013-14
£200,496 would be available for grants in 2014-15. This amount would not be for the
general grants programme, but retained to enable the Trustees to consider giving
extraordinary grants such as projects commemorating the centenary of the First World War
or other one-off projects which are of particular interest to the Trustees. The Grants
Committee decided in July 2014 to use part of this fund to pay for a high quality evaluation of
the new Themed Grant Programme focussing on Young Families.
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The Trustees used the additional funds available for the Super Grants programme to make two
substantial grants to two projects which reflect the diversity of the Trustees’ interests. One grant for
£110,000 was made to Belfast City Mission, towards the capital costs of a new dementia and nursing
care home, Copelands, in Millisle, Co Down. Belfast City Mission has established itself as a leading
provider of residential care for the elderly and has used its experience to create an innovative and
thoughtful strategy for the new home. Based on research, the attractive single storey design of the
new home home is based on eight separate ‘houses’ each with eight rooms with en suite bathrooms,
a central living area and communal kitchen. Each house has its own garden but it looks onto central
facilities which include a place where families and friend can come to stay. The design of the building,
the staff training envisaged and the strong emphasis on the residents deciding their care needs and
daily timetable of activities have the potential to make Copelands a flagship for the care of people
with dementia, providing a significantly better quality of life. The second Super Grant, also for
£110,000, was made to the People’s Theatre Arts Group in Newcastle upon Tyne, which runs one of
the oldest amateur dramatic companies in England. The Group runs a lively programme of well-loved
classic plays and new writing, all aspects of which are produced by volunteers and acted by amateur
actors. The actors Kevin Whately and Jack Shepherd and the comedian Ross Noble all began their
careers at the People’s Theatre. The Theatre has a particularly strong youth programme, and
Trustees on the assessment visit were impressed by two eloquent young adults who explained the
difference their involvement with the programme had made to their confidence and their career
choices. The Theatre is based in a converted 1930s cinema, the Lyric, purchased in 1963 and little
altered since. An extensive building project will bring the facilities up to date, create a new fully
accessible studio theatre and a large, welcoming foyer with increased space for exhibitions by local
artists and photographers.
Applications to the Fast Track Accelerated Grants scheme, for grant applications of £5,000 and
under, were again low – 389 compared to 397 in 2012-13. A smaller number of grants under this
scheme were also made: 51 compared to 68 in 2012-13. The average grant was £3,187, slightly up
on the previous year’s average grant of £2,941. A significant proportion of the applications made
were of poor quality and of tenuous fit to the current funding priorities of the Fast Track scheme. As
stated above, the Trustees will be conducting a review of the Fast Track programme during 2014-15
to consider what type of organisation and project should be funded, how numbers can be increased
and quality improved.
The number of ineligible applications was smaller (75 compared to 97 in 2012-13) and this decrease
is encouraging, as the Trustees are keen that organisations do not waste important time and staff
resources on applications which fail at the first hurdle. The office can and does recommend a
number of these projects to Trustees for funding under the Trustees Personal Nomination grants,
which have a broader remit.
2014 marked the end of the original three year grant towards an apprenticeship at The Reader
Organisation (TRO). Due to the apprentice’s personal circumstances, TRO asked if an additional
grant could be made towards extending the apprenticeship by six months. The Trustees agreed to
this and this extra time will be used to give the apprentice experience in other roles at TRO and
appropriate external organisations, to enable the apprentice to make an informed choice of career at
the end of the apprenticeship. The Trustees are impressed by the apprentice’s continuing
development of personal and work skills, and by the outstanding support given by TRO to a
vulnerable young person.
The Trustees considered and discussed during the year the topic of the next Themed Grant
programme. In late 2013, it was agreed that under the title Young Families, the programme would
focus on supporting vulnerable parents and children from pre-birth to age two years. The Trustees
were impressed by the research conducted by The Wave Trust in collaboration with the Department
of Education culminating in the report Conception to Age 2 – the age of opportunity and asked the
charity to make a presentation on its findings. After the presentation, it was agreed that the Themed
Grant should focus on three vital areas which were identified as critical to healthy relationships and
normal infant physiological development in the Wave Trust’s report:
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1. support and activities in pregnancy which reduce stress and mental illness in the expectant
mother
2. health, diet and exercise in pregnancy and the first two years
3. teaching mothers the vital need for bonding with their baby in the first year of life and
supporting such interaction.
Grants of up to £20,000 a year for three years will be available with a total budget of £600,000 over
the three years of the programme. The new programme was launched in April 2014 and the first
grant (to OXPIP) was made in July 2014. To date, the office has received some 70-100 telephone
enquiries about the programme. Candidates whose work does not have a sufficiently strong fit to the
Themed Grant have been steered towards the Small and Fast Tracks programmes. Eight full
applications have been received and it is felt that this number of applications is about right, as it is
expected a maximum of 10-15 grants will be awarded to high quality projects which have the
potential to act as low-cost models for other small organisation. In 2014-15, the means of evaluating
and disseminating the work of these projects will be further discussed and agreed with the Wave
Trust.
Most of the grants awarded by the Foundation are for relatively modest amounts and therefore it is
not practical to attempt a detailed analysis of impact either for individual grants or across sectors.
The tables on pages 12-13 show the amount of grants paid by category and the proportion of funding
within each region and overseas. The largest categories by value were Youth (20%), Community
Support Services (10%), Community Centres (10%) and Arts (10%). Hospices have fallen back to a
taking 5% of the total amount awarded, following their abnormally high position last year due to the
award of two Super Grants in 2012-13. The spread for other categories remained reasonably static,
demonstrating a diverse portfolio of different projects beneficial to a wide range of deprived areas
and disadvantaged people.
The geographical incidence (by value of grants awarded) was again highest in the North West. The
Foundation does not set budgetary limits on particular categories or regions but looks for a
reasonable spread of grants with a bias towards regions containing the most deprived areas. It was
pleasing to see a rising number of applications from the Midlands this year after some concern that
numbers were low last year from this area.
As reported in last year’s Annual Report, the Trustees decided in June 2013 to cease accepting
unsolicited applications from overseas projects. Applications which were already in the pipeline were
completed, but the majority of overseas grants were made via the Trustees Personal Nominations
programme. The Trustees were particularly concerned by the plight of people in South Sudan and a
number chose to make grants from their personal allocations to the Humanitarian Aid Relief Trust. A
further one year Large Grant was made to the Humanitarian Aid Relief Trust for 2013-14 for its work
with some of the most deprived and forgotten communities in the world including Burma and
Nagorno Karabakh.
The Trustees Personal Nominations grants programme allots individual budgets of £20,000 to
each Trustee during the financial year to award to the projects of their choice (subject to the
approval of a quorum of the Grants Committee), reflecting their personal interests and local
knowledge, which may fall outside the guidelines for the standard grants schemes. All grants
awarded under this scheme during 2013-14 are listed at the end of the List of Grants on pages 38-45.
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Grants Awarded 2013-14 by Programme Category
Other
3,000
Domestic Violence
5,000
Churches
6,500
Apprenticeship Programme
10,770
Ex-Service
12,700
Counselling
16,740
Carers
18,000
Substance Misuse
20,100
Ethnic Minorities
34,500
Refugees & asylum seekers
35,170
Sport
37,000
Education
40,000
Rehabilitation of offenders
45,700
Homeless
46,000
Family Support Services
89,500
Heritage
91,700
Hospices
101,500
Overseas
121,945
Disabilities
148,445
Aged
177,630
Community Support
203,830
Arts
207,732
Community Centres
216,323
Youth
424,114
0
100,000
200,000
12
300,000
400,000
Grants Awarded 2013-14 by Region
North West
15%
National Eastern Wales
4%
4% Scotland
0.5%
6%
Overseas
6%
Yorkshire
6%
London
13%
North East
12%
South
West
7%
Midlands
11%
South East
7%
Northern
Ireland
9%
Grants Awarded 2013-14 by Grant Programme
Apprenticeship
Grant
1%
Fast Track
Grants
8%
Small Grant
42%
Super Grants
11%
Trustee
Nominations
11%
Large Grant
27%
13
Financial Review
Investments
The Trustees are advised by Cambridge Associates on their asset allocation policy and appoint a
range of investment managers to handle the different elements of the portfolio. They operate within
guidelines set by the Trustees, reviewed annually, which control risk and set ranges for different
asset classes. Performance is measured against set benchmarks on a quarterly basis and discussed
with managers at the meetings of the Finance Committee.
Investment Assets
The value of the investment portfolio at 30th June 2014 was £72.6m. This represents an increase in
value of £4.7m – after allowing for movements in cash and working capital derived from a return of
11.0%, outperforming its benchmark by 2.3%. Over the last five years, the portfolio’s performance
has been below its benchmark by an annualised rate of 1.9%, due to decisions made to protect
against significant downsize risk.
Investment allocations
During the year, the Trustees made new investments in the Old Mutual UK Equities Fund and the
Investec UK Special Situations Fund. These investments were funded through the disposal of the
charity’s investment in the Schroders UK Alpha Plus Fund and a reduction in the amount invested with
Sarasin & Partners.
Investment income
Investment income for 2013-14 was £1.9m (2012-13: £1.3m), an increase of £0.6m (46.5%) as the
portfolio benefitted from a shift in asset mix towards assets providing higher income.
Charitable Expenditure
The Trustees apply a total return approach to their annual distributions. This means that they aim to
spend 4% of the average market portfolio based on the preceding 12 calendar quarters; that amount
is funded by investment income received and topped up as necessary from capital.
Grants awarded during the year were £2.1m, a decrease of £0.1m (6%) on the previous year
(£2.2m). This was slightly lower than the distribution policy mainly due to a lower number of
applications received in the last quarter of the year, with a significant number of those applications
being of poor fit and quality to Trusthouse funding priorities.
Reserves
The Trustees have reviewed the reserves of the charity; the reserves are wholly unrestricted. The
charity’s net assets increased to £73.6m from £68.9m during the year (an increase of £4.7m). The
Trustees consider that, in conjunction with their distribution policy, the current level of reserves is
appropriate to enable them to continue to fund grants, investment management fees, support and
governance costs without eroding the longer-term real value of the Charity’s investment capital. The
Trustees monitor liquidity to ensure this is sufficient to cover on-going expenditure.
14
STATEMENT OF TRUSTEES’ RESPONSIBILITIES
The Trustees are responsible for preparing the Trustees' annual report and the financial statements in
accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally
Accepted Accounting Practice).
Charity law requires the Trustees to prepare financial statements for each financial year that give a
true and fair view of the state of affairs of the charity and of the incoming resources and application
of resources of the charity for the year. In preparing those financial statements the Trustees are
required to:
 select suitable accounting policies and then apply them consistently;
 observe the methods and principles in the Charities SORP;
 make judgments and accounting estimates that are reasonable and prudent;
 prepare the financial statements on the going concern basis unless it is inappropriate to
presume that the charity will continue in business.
The Trustees are responsible for keeping accounting records that are sufficient to show and explain
the charity's transactions and disclose with reasonable accuracy at any time the financial position of
the charity and enable them to ensure that the financial statements comply with the Charities Act
2011 and regulations made thereunder. They are also responsible for safeguarding the assets of the
charity and hence for taking reasonable steps for the prevention and detection of fraud and other
irregularities.
The Trustees are responsible for the maintenance and integrity of the financial information included
on the charity's website. Legislation in the United Kingdom governing the preparation and
dissemination of the financial statements and other information included in annual reports may differ
from legislation in other jurisdictions
Approved by the Board of Trustees on 1st December 2014
The Hon Mrs Olga Polizzi CBE
15
INDEPENDENT AUDITORS REPORT TO THE TRUSTEES OF
THE TRUSTHOUSE CHARITABLE FOUNDATION
We have audited the financial statements of The Trusthouse Charitable Foundation for the year
ended 30th June 2014 which comprise the Statement of Financial Activities, the Balance Sheet and
the related notes. The financial reporting framework that has been applied in their preparation is
applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted
Accounting Practice).
This report is made solely to the charity’s Trustees, as a body, in accordance with the Charities Act
2011. Our audit work has been undertaken so that we might state to the charity’s Trustees those
matters we are required to state to them in an auditor’s report and for no other purpose. To the
fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the
charity and the charity’s Trustees as a body, for our audit work, for this report, or for the opinions we
have formed.
Respective responsibilities of Trustees and auditor
As explained more fully in the Statement of Trustees’ Responsibilities, the Trustees are responsible for
the preparation of the financial statements and for being satisfied that they give a true and fair view.
We have been appointed as auditors under section 144 of the Charities Act 2011 and report in
accordance with regulations made under section 154 of that Act. Our responsibility is to audit and
express an opinion on the financial statements in accordance with applicable law and International
Standards on Auditing (UK and Ireland). Those standards require us to comply with the Financial
Reporting Council’s (FRC’s) Ethical Standards for Auditors.
Scope of the audit of the financial statements
A description of the scope of an audit of financial statements is provided on the FRC’s website at
www.frc.org.uk/auditscopeukprivate.
Opinion on financial statements
In our opinion the financial statements:
 give a true and fair view of the state of the charity’s affairs as at 30 June 2014, and the
incoming resources and application of resources for the year then ended;
 have been properly prepared in accordance with United Kingdom Generally Accepted
Accounting Practice; and
 have been prepared in accordance with the requirements of the Charities Act 2011.
16
Matters on which we are required to report by exception
We have nothing to report in respect of the following matters where the Charities Act 2011 requires
us to report to you if, in our opinion:
 the information given in the Trustees’ Annual Report is inconsistent in any material respect with
the financial statements; or
 sufficient accounting records have not been kept; or
 the charity’s financial statements are not in agreement with the accounting records and
returns; or
 we have not received all the information and explanations we require for our audit.
BDO LLP
Statutory Auditor
London
United Kingdom
Date:
BDO LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006.
BDO LLP is a limited liability partnership registered in England and Wales (with registered number
OC305127).
17
Statement of Financial Activities
For the Year Ended 30th June 2014
Note
2014
£'000
2013
£'000
6
1,881
14
1,284
5
5
1,895
1,294
529
424
Incoming Resources
Investment Income
Other incoming resources
Gross bank interest
Total incoming resources
Resources Expended
Cost of Generating Funds
Investment management costs
Charitable Expenditure
Grants Payable
Cost of grant making
7
2,108
167
2,243
163
Governance costs
8
34
37
Total Resources Expended
2,838
2,867
Net outgoing resources for the year
(943)
(1,573)
5,696
9,047
Net movement in funds
4,753
7,474
Reconciliation of funds
Balances brought forward at 1st July 2013
68,848
61,374
Balances carried forward at 30th June
2014
73,601
68,848
Other recognised gains and losses
Gains and losses on investment assets
2
The results shown above have been derived wholly from continuing activities
The notes on pages 20 to 24 form part of these accounts.
18
Balance Sheet
As at 30th June 2014
Fixed Assets
Investments
Current Assets
Debtors
Cash at Bank
Note
2014
£'000
2013
£'000
2
72,630
67,890
3
4
Total Current Assets
Creditors: Amounts falling due within one year
5
Net current assets
Net Assets
Represented by:
Funds
General Fund (unrestricted) brought forward at
1st July 2013
Surplus for the year
General Fund (unrestricted) carried forward
at 30th June 2014
87
1,543
215
1,355
1,630
1,570
(659)
(612)
971
958
73,601
68,848
68,848
61,374
4,753
7,474
73,601
68,848
The accounts were approved and authorised for issue by the Board of Trustees on
1st December 2014 and signed on their behalf by:
The Hon Mrs Olga Polizzi CBE
The notes on pages 20 to 24 form part of these accounts
19
Notes to the Accounts for the Year Ending 30th June 2014
1 Accounting Policies
Basis of Preparation
The accounts have been prepared under the historical cost convention, as modified by the revaluation
of certain fixed asset investments, and in accordance with applicable accounting standards, the
Statement of Recommended Practice, Accounting and Reporting by Charities, revised 2005 and the
Charities Act 2011.
Incoming Resources
Incoming resources are recognised when the Charity has entitlement to the resources, it is certain
that the resources will be received and the monetary value of the incoming resources can be
measured with sufficient reliability. Dividends are recognised as receivable when a security is listed
as ex-dividend.
Resources Expended
Liabilities are recognised as resources expended when there is a legal or constructive obligation
committing the charity to the expenditure.
Cost of Generating Funds
Costs of generating funds comprise those costs directly attributable to managing the investment
portfolio and raising investment income.
Charitable Activities
Grants, both single and multi-year, are recognised in the accounts as liabilities after they have been
approved by the Trustees, the recipients have been notified and there are no further terms and
conditions to be fulfilled within the control of the Charity. In these circumstances there is a valid
expectation by the recipients that they will receive the grant. A list of grants awarded in the year to
30th June 2014 is given commencing on page 25.
Governance Costs
The cost of governance consists of statutory audit and legal fees, insurance costs and Trustee
expenses. A proportion of the Henry Smith Charity management and administration charge is also
included, because Trusthouse Charitable Foundation does not employ any staff.
Cost of Grant making
Cost of grant making relates to a proportion of the management and administration charge and other
costs directly attributable to grant making based on time spent. Any irrecoverable VAT is charged to
the Statement of Financial Activities.
Investments
Investments are included in the accounts at market value at the balance sheet date. Realised and
unrealised gains or losses are taken to the Statement of Financial Activities. The valuation of the
unquoted investment is based on figures provided by the managers.
Foreign Exchange
Transactions denominated in foreign currencies are translated into sterling and recorded at the rate
of exchange ruling at the date of the transactions. Balances and investments denominated in foreign
currencies are translated into sterling at the rate ruling at the balance sheet date. Exchange gains or
losses are taken to the Statement of Financial Activities and are included within gains and losses on
revaluation.
Cash Flow Statement
Under Financial Reporting Standard No. 1 the Charity is not required to produce a cash-flow
statement.
Funds
All funds are unrestricted.
20
Notes to the Accounts
For the Year Ended 30th June 2014
2 FIXED ASSET INVESTMENTS
2014
£’000
2013
£’000
67,863
28,064
(28,367)
(646)
5,696
59,907
23,607
(24,168)
(530)
9,047
72,610
67,863
20
27
Total assets under management
at 30th June 2014
72,630
67,890
Historical cost of investments
at 30th June 2014
49,244
49,527
Market Value
Quoted investments - UK
Quoted investments - Foreign
Property Unit Trust
Alternative investments
Unquoted investments
Cash investments
17,285
39,362
4,656
3,864
4,045
3,418
16,430
40,162
3,332
3,675
3,627
664
FIXED ASSET INVESTMENTS
72,630
67,890
Market Value at 1st July 2013
Purchases/Additions
Sales Proceeds/Disposals
Fees*
Realised and unrealised gains*
Market value at 30th June 2014
*Relates to fees/gains deducted from/added
to investments only
Cash held by Investment Managers
Investments in individual entities held at 30th June 2014, which are over 5% of the portfolio value,
are:
2014
£’000
4,656
4,045
14,346
22,528
3,864
12,039
-
Charities Property Fund
Nyes Ledge Capital Horizon Ltd
Old Mutual UK Equity Fund
Sarasin & Partners No 1 Portfolio
Standard Life - GARS Fund
Veritas Funds
Schroder UK Alpha Plus Fund
21
2013
£’000
3,627
28,031
3,675
6,443
16,429
Notes to the Accounts
For the Year Ended 30th June 2014
3
DEBTORS
Dividend receivable
Other debtors
Prepayments
4
BANK ACCOUNTS
2014
£'000
2013
£'000
57
20
10
176
31
8
87
215
2014
£'000
2013
£'000
1,543
62
1,293
1,543
1,355
2014
£'000
2013
£'000
643
16
592
5
15
659
612
2014
£'000
2013
£'000
136
1,433
53
0
259
193
1,029
59
3
-
1,881
1,284
Balances held at 30th June 2014 were as follows:
Investment Managers' Income Accounts
Child & Co Accounts
5
CREDITORS: Amounts falling due within one year
Grants payable
Other creditors
Accruals
6
INVESTMENT INCOME
Income from quoted investments - UK
Income from quoted investments - Overseas
Income from alternative investments
Interest from cash balances
Income from Property Unit Trusts
22
Notes to the Accounts
For the Year Ended 30th June 2014
7 GRANTS PAYABLE
Grants awarded
Less: Repayment of grants made in previous year
8 GOVERNANCE
Auditor's fees: for audit services
Other Professional Fees
Insurance
Trustees Expenses
2014
£'000
2013
£'000
2,114
(6)
2,258
(15)
2,108
2,243
2014
£'000
2013
£'000
16
13
2
3
15
14
4
4
34
37
9 TRUSTEE EXPENSES
During the year, five Trustees (2012-13: five) were reimbursed expenses relating to travel and
associated costs in respect of their attendance at meetings totalling £2,606 (2012-13: £3,551). No
Trustees are paid for their services.
10 RELATED PARTY TRANSACTIONS
During the year, 18 grants were made to charities with which one or more of the Trustees of the
Foundation were associated. The largest of these was the grant of £82,295 to the Humanitarian Aid
Relief Trust (HART) of which Mr Anthony Peel is a trustee. The grant is a block grant made by the
Trustee board. There was no grant to HART in the 2012-13 accounts as this was accounted for in the
previous financial year’s accounts (i.e. for 2011-12).
The other 17 grants were made under the Trustees Personal Nomination Grant programme and together
totalled £57,500 (2012-13: £35,000). (This equates to 2.7% of the total amount of all grants awarded
and 5.1% of the total number of charities assisted.)
All these grants are identified by an asterisk (*) in the grant listing commencing on page 25 and
summarised in the table below, stating the related party and connection to the grantee.
Organization Name
Friends of St Martin's Church, Bladon
Grant
Amount
£500
Connection
Heart UK
£1,000
Duke of Marlborough was Patron of the
Living
Duke of Marlborough was Patron
Household Cavalry Foundation
£1,000
Duke of Marlborugh was Vice-president
Katharine House Hospice
£1,000
Duke of Marlborough was Patron
23
Organization Name
Grant
Amount
Connection
Oxford Sailability
£1,000
Duke of Marlborough was President
Oxfordshire Association for Young People
£1,000
Duke of Marlborough was Patron
Oxfordshire Historic Churches Trust
£1,000
Duke of Marlborough was Patron
Soldiers of Oxfordshire Trust
£1,000
Duke of Marlborough was Patron
King Edward VII's Hospital Sister Agnes
£2,000
Olga Polizzi is Governor and Trustee
Oxfordshire Rural Community Council
£2,000
Duke of Marlborough was Patron
St James' Heritage and Environment Group
£2,000
Woodstock Youth Centre
£2,500
Mr George Hepburn is Member of the
Advisory Group
Duke of Marlborough was President
Seven Stories (The Centre for Children's
Books)
Shepherds Dene Retreat House
£5,000
Trinity Centre (Dalston)
£5,000
Mr George Hepburn was Chair of Trustees
until October 2013
George Hepburn was Warden until
December 2013
Reverend Rose Hudson-Wilkin is a Trustee
First Story
£6,500
Baroness Hogg's daughter is a Trustee
£5,000
Bar Convent Trust
£20,000
Mrs Olga Polizzi and Baroness Hogg are
Trustees of St Mary's School Ascot, which
is affiliated to Bar Convent Trust
11 TRUSTEE INDEMNITY INSURANCE
During the year the Trustees purchased indemnity insurance. The cost to the year ended June 2014 was
£3,626 (2012-13: £4,293).
24
GRANTS AWARDED 2013/14
SUPER GRANT PROGRAMME
Belfast City Mission
£110,000
Towards the capital costs of a new dementia and nursing care home in Millisle.
People's Theatre Arts Group
£110,000
Towards the cost of refurbishing and upgrading a theatre in Newcastle which provides a
venue for amateur performing companies.
TOTAL VALUE OF SUPER GRANTS
TOTAL NUMBER OF SUPER GRANTS
£220,000
2
SPECIAL GRANTS
Reader Organisation
£10,770
Towards the cost of a six months extension to the apprenticeship training programme to
provide additional work experiences to help with a successful conclusion to the programme.
TOTAL VALUE OF SPECIAL GRANTS
TOTAL NUMBER OF SPECIAL GRANTS
£10,770
1
AGED
BD4 Community Trust Ltd
£6,500
Towards the salary and running costs of a project for older members of the community in
Bradford, providing age appropriate activities and support.
Caring All Together on Romney Marsh (CARM)
£7,000
Towards the cost of providing a befriending service to older members of the community.
Friction Arts Co Ltd
£7,000
Towards the cost of a weekly group for older people in a deprived area of Birmingham,
providing a range of Arts, heritage and reminiscence activities.
Halstead Day Centre
£6,050
Towards the running costs of a minibus service at an older people's centre in Essex.
Healthy Living Club
£2,500
Towards funding for opening a second club in Lambeth for people with dementia and their
carers.
Plymouth Communities Befriending Consortium
£3,730
Towards transport and volunteer costs for a befriending group aimed at elderly people in
Plymouth.
Senior Solutions
£6,600
Towards the salary costs of the Volunteers Coordinator at a charity in Bolton which
arranges befriending visits by volunteers to older people.
St George's & St Peter's Community Association
£9,000
Towards the salary costs of a daily day care centre for older people in Easterhouse,
Glasgow.
St Johns Community Development Project
£4,000
Towards fees of the sessional workers - fitness instructor and singing tutor - on the Keep
Active Well project, aimed at older people living in Lambeth, London.
Sudbury Neighbourhood Centre
£4,500
Towards the cost of a subsidized luncheon club for older people with dementia in the LB of
Brent.
25
The Befriending Scheme
£5,000
Volunteer Link Scheme
£4,000
Towards the cost of recruiting 50 volunteers to provide one-to-one befriending for older
people across Suffolk.
Towards salary costs for a Volunteer Co-Ordinator for a charity operating a befriending
scheme for elderly people in Ealing.
TOTAL VALUE OF AGED GRANTS
TOTAL NUMBER OF AGED GRANTS
£65,880
12
CARERS
Gateshead Carers Association
£6,500
Towards the salary costs of a Support Worker providing specialist advice on benefits to
carers.
Hambleton & Richmondshire Carers Centre
£4,000
Towards the salary costs of a Young Carers Activities & Support Worker at a charity in
North Yorkshire.
Norfolk Carers Support
£1,000
Towards the costs of providing recreational activities for young adult carers in Norfolk.
Omega the National Association for End of Life Care
£2,000
Towards the cost of providing a telephone befriending service for carers and past carers in
Sandwell.
Read Together
£2,500
Towards the cost of a poetry reading and writing project for young carers of people with
acquired brain injury in Hackney.
TOTAL VALUE OF CARERS GRANTS
TOTAL NUMBER OF CARERS GRANTS
£16,000
5
COMMUNITY CENTRES
Barlow Moor Community Association Ltd
£9,623
Towards the salary cost of a receptionist at a community centre on a deprived estate in
Chorlton who will train young people on modern apprenticeships in Business
Administration.
Bridgerule Village Hall Ltd
£4,000
Towards the cost of repairs and insulation to a village hall in Devon near Holsworthy.
Community Solutions North West Ltd
£25,000
Towards the cost of setting up a community cafe in Accrington to provide a training venue
and community resource.
Dallow Development Trust
£6,500
Towards running costs for a programme targetting unemployed or economically inactive
people, for a charity based in Luton.
East Howdon Community Association
£8,000
Towards the running costs of a community centre in North Shields.
Etchingham Trust for Sports & Recreation
£25,000
Towards the cost of building two new halls to provide meeting and sporting facilities in a
village in East Sussex.
Feeny Community Association Limited
£7,000
Towards running costs for a community association based in Co. Derry.
Ingol and Tanterton Community Trust (INTACT)
£25,000
Towards the cost of building an extension to the kitchen area of a community cafe as part
of a major building expansion programme at a community centre in Preston.
26
Lawrence Weston Community Farm
£12,050
North Smethwick Development Trust
£13,300
Towards the cost of building a community cafe and training centre in a deprived area of
Bristol.
Towards the cost of extending and improving a community centre in the West Midlands.
Northlew and Ashbury Victory Hall
£1,500
Towards the cost of improving heating and electrics, together with various repairs and
improved facilities, at a village hall in Devon.
Queens Park Residents Association
£1,900
Towards capital costs for expanding the premises of a community association on the
Queens Park Estate, in Blackpool.
Sandford-on-Thames Village Hall
£7,000
Towards the cost of re-modelling and extending a village hall in Oxfordshire.
South Creake War Memorial Institute
£30,000
Towards the cost of building a new community hall in a village in Norfolk near Fakenham.
Standbridge Lane Community Development Trust
£29,250
Towards the cost of repairs and fitting out a building for use as a community centre in
Wakefield.
Tees Valley Women's Centre
£7,000
Towards the running costs of a one stop shop for advice, support and training for women
in Middlesbrough.
TOTAL VALUE OF COMMUNITY CENTRE GRANTS
TOTAL NUMBER OF COMMUNITY CENTRE GRANTS
£212,123
15
COMMUNITY SUPPORT SERVICES
Advicepoint
£6,500
Towards the salary cost of a specialist adviser to support young people in Swindon in
financial literacy, budgeting and employment opportunities.
Aylesham Neighbourhood Project
£6,000
Towards the salary and running costs of a project supporting long term unemployed people
in the district of Dover to develop budgeting and finance skills, self esteem and become
work ready.
Big Help Project
£5,000
Towards the salary costs of a Project Co-ordinator of a Foodbank service in the Liverpool
area.
Bristol Child Poverty Action Group
£1,500
Towards the salary cost of a part time advice worker in Lawrence Weston and Henbury,
Bristol.
Burnage Good Neighbours
£4,000
Towards the salary costs of a charity providing a range of support to older and vulnerable
people in South Manchester.
Burngreave Messenger Limited
£5,000
Towards the cost of a volunteering programme on a local community newspaper in
Sheffield.
Care Lochaber
£6,500
Towards the cost of providing a volunteer driver scheme for people who are older,
experiencing ill health or have mobile difficulties in the Lochaber area around Fort William.
Chesterfield and North East Derbyshire Credit Union Ltd
£6,000
Towards the salary costs of developing and running a Family Loan Scheme.
Christ Church Walton Breck
£3,000
Towards the cost of running a free of charge Debt Advice Centre in Walton Breck,
Liverpool.
27
City of Exeter YMCA Community Projects
£6,000
Cyngor ar Bopeth Ceredigion Citizens Advice Bureau
£7,500
Towards the running costs of a job club for marginalised, homeless and ex-offenders in
Exeter.
Towards the salary costs of a specialist adviser in community settings around Ceredigion
and the surrounding counties.
FarmCornwall CIC
£9,000
Towards the running costs of an organisation providing crisis and business support to
farmers in Cornwall.
Friends of Hannah More
£3,700
Towards running costs for 'Moving On', an advice and career guidance course aimed at
residents of Lawrence Hill ward.
Hastings & Rother Mediation
£3,500
Towards salary costs of the Supervisor of an Intergenerational Mediation Service and the
project's associated administration costs.
Hoxton Trust
£5,000
Towards the cost of an advice and advocacy service in the London Borough of Hackney.
Isle of Rum Community Trust
£1,000
Towards the cost of treating woodworm in the roof, walls and floor joists of a village hall
on the Isle of Rum, Scotland.
Joining Hands
£6,500
Towards the cost of materials and a tutor for a crafts centre in Ashford providing training
and self-employment mentoring for long term unemployed people with mental and/or
physical health issues.
Lunch Positive
£3,500
Towards running costs of a low cost lunch club for individuals who are marginalised
through HIV and AIDS diagnosis.
Manchester Action On Street Health
£6,000
Towards the running costs of an outreach service to women working in the sex industry in
Manchester.
Manor Community Transport
£2,500
Towards the costs of volunteers training and expenses, plus vehicle safety checks, at a
community transport scheme in Sheffield.
Matthew Tree Project
£4,000
Towards the costs of an Outreach Coordinator at a charity in Bristol supporting deprived
and disadvantaged people through a food bank and a programme of activities designed to
resolve immediate and long term reasons for poverty.
Mawr Development Trust
£2,500
Towards the cost of the Development Officer's salary and associated costs for a
regeneration organisation in Swansea, Wales.
Money Box Credit Union
£7,500
Towards the running costs of a credit union in Hereford.
New Lodge Duncairn Community Health Partnership
£8,130
Towards the cost of a healthy cooking and weight loss project in the New Lodge area of
North Belfast.
Reeth & District Community Transport Ltd
£10,000
Towards the running costs of a community transport scheme in North Yorkshire.
Small Heath Somali Community Organisation
£7,000
Towards the cost of providing an information, advice and guidance service to women from
the Somali community in Small Heath, Birmingham.
South Bristol Advice Services
£6,500
Towards the cost of a project providing information on welfare benefits to older members
of the South Bristol community.
28
Southwick Health and Community Forum
£2,000
Speke Advice Service (CAB) Ltd
£9,000
Towards a part time Family and Volunteer Support Worker for a community organisation
for residents of Greater Southwick.
Towards the cost of an IT training programme for volunteers at a CAB in Liverpool.
St Peter's Community & Advice Centre
£5,000
Towards the salary and running costs of a drop in information service to members of the
Bangladeshi community in LBs Tower Hamlets and Hackney.
Tree of Life Centre Wythenshawe
£5,000
Towards the salary cost of the Business Development Director at a charity providing used
furniture, volunteering and training opportunities.
West Rhyl Young People's Project
£2,000
Towards core costs for an organisation supporting young people and families living in
poverty in Denbighshire.
Whiteinch Centre Ltd
£7,000
Towards the cost of providing a programme of arts and educational activities at a
community centre in Glasgow.
Woodlands Community Centre Ltd
£7,000
Towards the salary costs of the Services & Finance Co-ordinator of a community centre in
Liverpool.
TOTAL VALUE OF COMMUNITY SUPPORT SERVICES GRANTS
TOTAL NUMBER OF COMMUNITY SUPPORT SERVICES GRANTS
£180,330
35
COUNSELLING
North Wales Women's Centre
£9,740
Towards the cost of a counselling service for vulnerable women in Rhyl.
Teens in Crisis
£7,000
Towards the cost of counselling sessions for vulnerable children and young people in the
Forest of Dean.
TOTAL VALUE OF COUNSELLING GRANTS
TOTAL NUMBER OF COUNSELLING GRANTS
£16,740
2
ETHNIC MINORITIES
Enfield Asian Welfare Association Ltd
£15,000
Towards the cost of repairs and improvements to a building to create a day care centre for
older members of the Asian community in Enfield.
Premier Learning
£7,000
Towards the cost of providing English classes to speakers of other languages in Rotherham.
Roshni Sheffield Asian Women's Resource Centre
£6,500
Towards the running and salary costs of an advocacy project.
Tower Hamlets Parents Centre
£5,500
Towards the cost of providing English lessons to 40 newly arrived women from Asian, East
European and African countries living on deprived estates in Tower Hamlets.
TOTAL VALUE OF ETHNIC MINORITIES GRANTS
TOTAL NUMBER OF ETHNIC MINORITIES GRANTS
£34,000
4
FAMILY SUPPORT SERVICES
Albion Kids Show
£4,000
Towards core costs for a mobile play resource to work in a cluster of 4 Hackney estates.
Barra Children's Centre
£5,000
Towards salary and office costs for a Development Manager at a children and families
centre on the Isle of Barra.
29
Child and Family Connect
£3,000
Connors Toy Library
£6,500
Towards the running costs of a Child and Family Connect Centre in Ashton-under-Lyne,
Tameside.
Towards the salary costs of outreach work providing support to vulnerable families in
Portsmouth.
Felinfoel Family Centre
£4,000
Towards salary costs for a play development worker, family support worker, and a male
play worker for a family centre based in the South West of Wales.
Full Circle St Pauls Youth & Family Project
£6,500
Towards the salary costs of the office manager and youth workers at a charity in Bristol
providing activities and support on a deprived estate.
Home-Start Blaenau Gwent
£3,000
Towards core costs for a Home-Start based in Blaenau Gwent.
Home-Start Bristol
£6,000
Towards the cost of providing practical home visiting support to 15 families in the most
deprived areas of Bristol.
Home-Start Dudley
£6,500
Towards the salary costs of a project to engage with BME families in crisis.
Home-Start Manchester North
£5,000
Towards the salary cost of a Family Support Worker working intensively with families with
complex needs who struggle to engage with support services.
Home-Start Stockland Green Erdington
£2,500
Towards volunteer and salary costs for a Family Support Worker in Aston.
Home-Start Sutton Coldfield
£10,000
Towards the cost of expanding the charity's catchment area into Kingstanding, Perry Barr,
Oscott and Handsworth Wood in north Birmingham.
Limes Community & Children's Centre
£4,000
Towards capital costs for creative play toys and equipment for a children's charity based in
Walthamstow.
Plant Tybie After School Club
£2,500
Towards running and salary costs for an after school club in Llandybie.
St Vincent's Family Project
£15,000
Towards the running and salary costs of the Family Space project, especially for pregnant
mothers and mothers of children aged 0-2 years.
Walton Youth Project
£6,000
Towards the salary cost of a family support worker at a charity in Liverpool.
TOTAL VALUE OF FAMILY SUPPORT SERVICES GRANTS
TOTAL NUMBER OF FAMILY SUPPORT SERVICES GRANTS
£89,500
16
HOMELESS
Deptford Reach
£4,000
Towards the cost of a volunteer programme in which volunteers support the Private Rented
Sector Scheme finding homes for homeless people in Deptford, London.
Doncaster Housing for Young People
£3,500
Towards running costs for a Community Drop-In Cafe targeting young homeless people in
Doncaster.
Friends First
£9,000
Towards the cost of a range of support activities for people who are homeless in Hove.
Justlife Foundation
£8,000
Towards the costs of workshops at a charity in Chorley supporting adults who are
homeless, vulnerably housed or living in temporary accommodation.
30
Luton Accommodation Move-on Project (LAMP)
£9,000
Margins Project
£8,000
Towards the salary costs of a homelessness project in Islington.
TOTAL VALUE OF HOMELESSS GRANTS
TOTAL NUMBER OF HOMELESS GRANTS
£41,500
6
Towards the cost of a resettlement programme for young homeless people in Luton,
finding them secure accommodation in the private rental market and teaching them
independent living skills.
OVERSEAS
In July 2013, the Trustees decided to no longer accept unsolicited applications for projects
overseas, but there were a number of applications already in the pipeline. The Trustees
also supported a number of projects known to them personally.
Haller Foundation
£3,750
Towards the cost of installing eco-sanitation facilities in the Kisuani district of Mombasa in
Kenya.
Humanitarian Aid Relief Trust (HART)*
£75,795
Towards the cost of projects in deprived communities in the developing world.
Msaada
£5,000
Towards the cost of sending in-calf heifers to widows and families under female ownership
in the Rwamagan district of Rwanda.
Network for Africa
£7,500
Towards the cost of a project providing training in income generating activities to women in
Kigali, Rwanda
Peace Direct
£5,000
Towards the costs of two Young Visionary Centres in Sri Lanka which train young
volunteers in conflict mediation and break down barriers between different faiths.
PHASE Worldwide
£4,400
Towards the cost of building toilets and improving awareness of hygiene and sanitation in
the Sindhulpalchok district of Nepal.
Temwa
£6,500
Towards the cost of a project providing training to farmers in Malawi in sustainable and
innovative agriculture practices.
Theatre for a Change
£1,500
Towards work in Old Fadama, Ghana to benefit female sex workers, improve their health
and advocate for their rights.
TOTAL VALUE OF OVERSEAS GRANTS
TOTAL NUMBER OF OVERSEAS GRANTS
£109,445
8
REFUGEES & ASYLUM SEEKERS
African Women of Substance
£4,000
Towards the cost of a befriending scheme for women from African refugee/asylum seeker
communities in Wolverhampton.
Bethel Health & Healing Network
£5,000
Towards the running costs of a project supporting pregnant and vulnerable women,
primarily from the asylum seeker and refugee community, in Birmingham.
Boaz Trust
£5,000
Towards running costs for an accommodation project for destitute asylum seekers in
Greater Manchester.
Francophone African Community Network
£5,670
Towards the running costs of a charity for people from the African Francophone community
in North and East London.
31
Migrant English Project
£1,000
Seedley and Langworthy Trust
£8,000
Towards running costs for an organisation working with refugees and asylum seekers in
Brighton.
Towards running costs of the 'Pathway to Employability' programme, designed to tackle
issues faced by asylum seekers and refugees living in Salford.
Warm Hut UK
£6,500
Towards the cost of providing a supplementary class for 6-11 yr olds from the French
speaking asylum seeker and refugee community in Salford.
TOTAL VALUE OF REFUGEES & ASYLUM SEEKER GRANTS
TOTAL NUMBER OF REFUGEES & ASYLUM SEEKER GRANTS
£35,170
7
REHABILITATION OF OFFENDERS
Apex Charitable Trust Ltd
£5,000
Towards the salary costs of a charity in St Helens supporting women ex-offenders to access
employment, training and education.
Vision Housing
£10,000
Towards the costs of a charity providing housing and other support to ex-offenders in
London.
West Yorkshire Community Chaplaincy Project
£7,000
Towards the salary costs of a resettlement worker supporting prisoners leaving HMP Leeds
to reintegrate into the community.
Women Acting in Today's Society (WAITS)
£9,200
Towards the cost of a project supporting women being released from prison in Birmingham
who have experienced domestic violence.
TOTAL VALUE OF REHABILITATION OF OFFENDERS GRANTS
TOTAL NUMBER OF REHABILITATION OF OFFENDERS GRANTS
£31,200
4
SPORT
Diane Modahl Sports Foundation
£7,000
Towards the cost of providing sports coaching for young people in deprived areas of
Manchester.
Greysteel Community Enterprises
£6,500
Towards the cost of an all weather football pitch at a community centre in a village near
Derry/Londonderry.
Nantymoel Boxing Club
£20,000
Towards the cost of capital repairs to a social club in the Ogmore Vale, South Wales, as
part of its regeneration as a Fitness Centre.
Youth for Christ North East
£7,000
Towards the salary costs of a sports programme on North Tyneside, using a mobile sports
cage to engage with young people.
TOTAL VALUE OF SPORT GRANTS
TOTAL NUMBER OF SPORT GRANTS
£40,500
4
SUBSTANCE MISUSE
Changes UK CIC
£10,000
Towards the cost of training people who have recovered from drug/alcohol addictions to
provide peer mentoring for others still in recovery.
Pathways to Health
£3,000
Towards costs for an ear acupuncture clinic specifically targetted at individuals on the
Alcohol Recovery and Relapse Prevention Programme at a local hospital, for a charity based
in Brighton.
32
The Bridge - Oasis Church Trust
Towards the cost of running a recovery programme for women living with drug and alcohol
dependency in Birmingham.
TOTAL VALUE OF SUBSTANCE MISUSE GRANTS
TOTAL NUMBER OF SUBSTANCE MISUSE GRANTS
£3,600
£16,600
3
YOUTH
A690 Youth Initiative
£4,000
Towards the cost of running sports sessions for young adults with Special Needs at a youth
club in Sunderland.
ACT (Action for the Community and Town) at the Cheethams Ltd
£25,000
Towards the cost of repairs to a drop in centre for young people in Blackburn.
Ayr Ark
£10,000
Towards the cost of work with disadvantage and marginalised young people in Ayr through
alternative education and regular weekend events.
Birmingham YMCA
£28,658
Towards the building costs of a new YMCA hostel in Erdington, Birmingham, incorporating a
social enterprise kitchen offering training and employment opportunities for young people.
Brunshaw Action Group
£5,000
Towards the salary costs of a youth worker at a project in Burnley.
CEEP
£6,500
Towards the salary and running costs of a youth project in Morecambe.
Children First Derby
£10,000
Towards the cost of providing a mentoring service to vulnerable 10-16 year olds in Derby
who are at risk.
Drop Zone Youth Projects
£4,500
Towards the running costs of a youth centre in Barrow in Furness.
Fathers Against Violence
£3,500
Towards core running costs of mentoring organisation tackling gang culture, male street
violence and criminal activity in Manchester.
Fitzrovia Youth in Action
£6,000
Towards the costs of a youth leadership programme in Camden.
Friends of Highfield Adventure Playground
£9,500
Towards the salary costs of a play worker at an adventure playground in Sheffield.
Fuse Youth Cafe
£6,500
Towards the running costs of a charity providing activities and training to young people in a
deprived area of the East End of Glasgow.
Gloucestershire Bike Project CIC
£9,500
Towards the salary cost of the workshop manager at an organisation in Gloucester teaching
disaffected young people and ex-offenders bike building and maintenance/mechanic skills
Hartcliffe and Withywood Community Partnership
£3,000
Towards the cost of providing a holiday play scheme for children in a deprived area of
Bristol.
Headley Down Community Association
£6,000
Towards the salary costs of an after-school club at a village in Hampshire.
Hendon Young People's Project
£8,000
Towards the salary and running costs of a charity in Sunderland.
Hope37 Youth Trust
£8,000
Towards the salary cost for a youth worker for a young people's charity in Holywell, North
Wales.
33
Hot Chocolate Trust
£3,000
Inspire and Achieve Foundation
£5,000
Towards the running costs of a youth organisation in Dundee.
Towards the salary cost of a Progression and Programme Manager at a charity in Mansfield
working with young NEETs.
Kids Together West Belfast
£8,000
Towards the salary costs of a support worker at a charity in West Belfast providing
activities and support to children with disabilities and their families.
Laburnum Boat Club
£7,000
Towards salary costs for a Project Leader and Watersports Coach to work on a 'Youth
Watersports Training Project', aimed at disaffected young people living in Hackney.
Making Communities Work & Grow
£6,500
Towards the salary costs of a youth centre in North Kensington.
Mayfield and Easthouses Youth 2000 Project (Y2K)
£6,500
Towards the costs of expanding and running a social enterprise providing gardening
services in Midlothian which offers training and work opportunities for young people.
Meadow Well Connected Ltd
£8,000
Towards the cost of an after school club for 8-13 yr olds in North Shields.
Minehead EYE CIC
£4,000
Towards running costs for outreach youth clubs in rural villages in Somerset.
North Tyneside Guide Association
£5,000
Towards the cost of building a new outdoor activities centre building in Kirknewton for all
guides and other youth groups in North Tyneside.
Pallion Action Group
£6,500
Towards the salary costs of sessional workers at an employment project for NEET young
people in Sunderland.
Plus (Forth Valley) Ltd
£5,000
Towards the cost of transporting young people with disabilities in the Stirling area to leisure
activities and events.
Rampworx Youth Village 2000
£29,900
Towards the cost of creating an indoor skate park which acts as a community hub for a
range of activities and services for young people in Seacombe on the Wirral peninsula.
Rising Stars NW CIC
£6,000
Towards the cost of weekly chill out, music and homework club sessions for young people
aged 7-19 in Brinnington, nr Stockport.
Samuel Lithgow Youth Centre
£3,000
Towards running costs for a youth centre based in Regents Park Ward, in Camden.
Second Wave Centre for Youth Arts
£3,200
Towards running costs for a project called 'Youth Against Hate' targetting children and
young people in Deptford.
Signpost Gunton
£3,500
Towards running costs for DreamworX, a youth project run by Signpost Gunton and based
in Suffolk.
Soft Touch Arts
£28,256
Towards the cost of fitting out music space specifically for young people with disabilities at
a new youth centre in Leicester.
St John's Church Southall Green
£6,000
Towards the cost of providing a youth club and sports activities for young people in West
London.
St Luke's Community and Regeneration Enterprise
Towards costs for 'Beeston Bike Shack' which aims to engage hard-to-reach young people
in Beeston through bike mechanics.
34
£4,000
Thames Bengali Association
£2,000
The Junction Foundation
£7,000
Towards the cost of an educational programme to improve the literacy and numeracy of
children in London.
Towards the running and salary costs of a youth charity in Redcar.
The Wheels Project
£5,000
Towards running costs for two Community Vehicle Programmes aimed at disadvantaged
young people in Bristol.
Twenty Twenty
£17,200
Towards the cost of fitting out a new TwentyTwenty centre in Leicester
Uist Wool
£8,000
Towards the cost of providing four training places for young people in Mill Craft
Engineering skills at a new heritage woollen mill in Grimsay on the Isle of North Uist.
US Charitable Trust
£6,000
Towards the cost of a music business industry training programme for young people in the
London Borough of Brent.
Walsall Street Teams
£8,000
Towards the cost of delivering workshops to young people who have been (or at risk of)
sexual exploitation in Walsall and Dudley.
Warrington Youth Club
£7,500
Towards the cost of targetted youth work with young people involved in drugs/gang/crime
to steer and inspire them into positive activities.
Whippersnappers CIC
£7,500
Towards the cost of providing after-school clubs for young people aged 8 to 19 with
disabilities in Lambeth.
Young People Taking Action
£5,500
Towards the cost of an employability project for young NEET people in Leiston, Suffolk.
Youth Adventure Trust
£6,000
Towards the cost of providing activity and future planning days for young people coming to
the end of a 3 year outdoor learning and achievement programme in Wiltshire and
Swindon.
Youth Direct
£3,000
Towards project costs for an afterschool club targetting children from the Orthodox Jewish
community, based in Stamford Hill.
TOTAL VALUE OF YOUTH GRANTS
TOTAL NUMBER OF YOUTH GRANTS
£384,714
48
ARTS
All Change Arts Ltd
£6,500
Towards the salary costs of a Projects Officer at an arts charity in Islington who engages
young people in the various projects and provides pastoral support.
Canning Town Caravanserai Ltd
£3,500
Towards salary costs for a Community Engagement Manager for an arts events space and
community hub in Canning Town.
Carousel
£2,950
Towards the salary and running costs of the Carousel Singers, a choir of people with
learning disabilities in Brighton.
Cartwheel Arts
£6,500
Towards the core running and salary costs of a community arts project working in Oldham
and Rochdale, supporting marginalised and vulnerable people to integrate into the
community.
35
Chapel Street Community Arts
£9,000
Towards the running costs of a charity in Salford providing a range of creative arts
activities for disadvantaged and marginalised people.
DIY Theatre CIC
£7,000
Towards the cost of creating and producing a multi-sensory theatre piece for people with
PLMD, performed by people with learning disabilities in Salford.
Extant
£8,000
Towards the cost of a touring production to the Midlands by a visually impaired theatre
company which will improve access arrangements for visually impaired theatres and
encourage visually impaired audiences to go to the theatres concerned.
Festive Road
£9,400
Towards the cost of a project working with deprived and disadvantaged communities to
make giant puppets as part of a community festival in Milton Keynes.
Fierce Productions
£2,500
Towards the cost of producing a full length feature film focussing on a girl's eye-view of
gang culture, to be shot in Brixton and provide training for local young NEETS in film
production.
Get Changed Theatre Company
£6,882
Towards the cost of one-day drama workshops for adults with learning disabilities in
Okehampton.
Hope Street Ltd
£3,000
Towards the cost of an oral storytelling project in Everton, leading up to a 4 month
exhibition on Spring Heeled Jack.
Music First
£5,000
Towards the cost of setting up and running an orchestra formed from deprived and
disadvantaged young people in Islington.
Taking Flight Theatre Company
£2,500
Towards running costs for a production of As You Like it by actors with disabilities and local
young people in Merthyr Tydfil.
TOTAL VALUE OF ARTS GRANTS
TOTAL NUMBER OF ARTS GRANTS
£72,732
13
EDUCATION
Furnival Burngreave Community Projects
£6,500
Towards the cost of an alternative education project in Sheffield for children/young people
who have been excluded or at risk of being excluded from school.
Hackney Pirates
£4,000
Towards the cost of fitting out a permanent venue for a supplementary school for children
aged 9-12 in Hackney.
Mount St Catherine's Out of School Club
£2,000
Towards funding the post of Play Worker to work term time 5 days a week from 2-6pm at
an out of school club in Armagh, Northern Ireland.
My Life My Choice
£1,500
Towards the running costs of a monthly group aimed at young people with learning
difficulties, based in Blackbird Leas, in Oxfordshire.
Prospects Kensington Ltd
£2,500
Towards running costs for the Futures of Youth Programme for an education charity based
in Ladbroke Grove, London.
TOTAL VALUE OF EDUCATION GRANTS
TOTAL NUMBER OF EDUCATION GRANTS
£16,500
5
36
HERITAGE
Friends of Portaferry Presbyterian Church
£30,000
Towards the cost of building an extension to the church to enable its use for more
activities.
Highlanders' Museum
£9,500
Towards the salary costs of the Education & Outreach Officer at a museum housing the
Queens Own Highlanders Collection at Fort George near Inverness.
New Medway Steam Packet Co Ltd
£20,000
Towards the cost of repairs to the engine room and other refurbishments of a historic
veteran paddle steamer which took part in the Dunkirk evacuations and will be an
educational, historic and tourist resource for the Medway district of Kent.
TOTAL VALUE OF HERITAGE GRANTS
TOTAL NUMBER OF HERITAGE GRANTS
£59,500
3
DISABILITIES
4Sight
£5,000
Towards the salary and running costs of a community hub service in Bognor Regis for blind
and partially sighted people.
Blyth Star Enterprises Ltd
£15,000
Towards the cost of refurbishing a portakabin to provide a woodwork training facility for
people with enduring mental health or learning difficulties in Blyth.
Conway Education Centre
£1,945
Towards funding for an integrated summer scheme for children with and without Autism
Spectrum Disorder.
Dial South Worcestershire
£6,500
Towards the costs of an outreach information, advice and advocacy service to people with
disabilities in Malvern, Pershore, Evesham, Droitwich and Upton on Severn.
Disability Advice Project
£6,000
Towards the cost of increasing the telephone advice service offered to people with
disabilities and their families/carers in Cwmbran.
Dyslexia Association of Staffordshire
£8,650
Towards the running costs of a charity in Stoke on Trent providing help, information and
advice on dyslexia.
Forest of Dean Children's Opportunity Centre
£15,000
Towards the cost of a new mini bus for disabilities charity based in Gloucestershire.
Greenwich & Lewisham Young People's Theatre
£5,000
Towards the cost of a drama project for young people with mental health problems in
Lewisham.
Lanarkshire Association for Mental Health
£15,000
Towards the cost of repairs and refurbishments to a building in Hamilton to provide a
permanent home for a charity supporting people with enduring mental health issues.
Lowestoft and Waveney DIAL
£7,000
Towards the cost of a Disability Advice Worker, providing information and practical support
to people with disabilities and their families.
Mencap Liverpool
£9,000
Towards the cost of a befriending scheme.
MIND Haringey
£6,000
Towards the costs of providing counselling and psychological therapy for carers of people
with mental health issues in Haringey, London.
North Ayrshire Forum on Disability
£8,600
Towards the rent and running costs of the charity which provides information, advice and
resources to anyone with a disability and their carers.
37
Speakup Self Advocacy Ltd
£6,500
Towards the salary cost of the Finance Officer at a charity in Rotherham providing training
and work experience opportunities for people with learning disabilities or Autism.
Sunderland Headlight
£6,250
Towards the running costs of a charity in Sunderland supporting people with mental health
illnesses.
Training and Learning Company
£4,000
Towards the cost of providing sports and crafts sessions to people with a mental health
issue in the districts of Boscombe, Townsend and West Howe in Bournemouth.
Wirral Society for the Blind and Partially Sighted
£4,000
Towards fees of session tutors for the 'Vision Without Sight' project, administered by a
charity in Birkenhead.
TOTAL VALUE OF DISABILITIES GRANTS
TOTAL NUMBER OFDISABILITIES GRANTS
£129,445
17
HOSPICES
Bolton Hospice
£20,000
Towards the cost of reconfiguring the existing in-patient unit and building an extension to it
to provide more accommodation with modern facilities.
Hartlepool and District Hospice
£7,000
Towards the capital costs of fitting out a new day hospice to provide various respite
activities and treatment.
Lindsey Lodge Hospice
£20,000
Towards the cost of furnishing and fitting out counselling rooms in a new Family &
Bereavement Support Centre annex.
St Luke's Hospice (Harrow and Brent)
£30,000
Towards the costs of a rehabilitation and therapy room in a new extension to the hospice.
HospiceCare North Northumberland
£7,500
Towards the running costs of a palliative care service in Northumberland and the Scottish
Borders.
St Cuthbert's Hospice
£10,000
Towards the cost of a new minibus for a hospice in Durham for the transport of Day
Hospice patients.
TOTAL VALUE OF HOSPICES GRANTS
TOTAL NUMBER OF HOSPICES GRANTS
£94,500
6
TOTAL VALUE OF GRANTS
TOTAL NUMBER OF GRANTS
1,877,149
216
TRUSTEE NOMINATION GRANTS
Trustees are allocated a personal budget each year to allocate to the projects of their choice. Such
projects may not be a sufficiently close fit to Trusthouse's standard grants scheme criteria but are of
interest to individual Trustees.
AGED
Mindful Gifts
£500
Towards the salary and running costs of an organisation in the West Midlands providing
gifts for people with dementia, reminiscence sessions and peer support groups.
Moore Community Activities Forum
£500
Towards general running costs for the 'Hardback Cafe', a reading club in Merseyside.
The Peak Centre Trust
£750
Towards running costs and meals for clients of a daycentre based in Liphook.
38
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR AGED
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR AGED
£1,750
3
CARERS
Carers Centre Newcastle
£2,000
Towards the cost of providing subsidised activity breaks for carers.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR CARERS
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR CARERS
£2,000
1
CHURCHES
Friends of St Martin's Church, Bladon*
£500
Towards continued upkeep of the church.
Penton Mewsey PCC
£2,000
Towards the cost of repairs and the installation of modern facilities at the church of Holy
Trinity in Penton Mewsey.
St David's Cathedral
£3,000
Towards running costs for the Education and Pilgrimage Centre.
St Mary Magdalene Church
£1,000
Towards general upkeep of the church.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR CHURCHES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR CHURCHES
£6,500
4
COMMUNITY CENTRES
Berriedale Portland Hall Committee
£1,000
Towards the cost of building an extension to a village hall in Caithness.
Cambridge House
£2,000
Towards the cost of fitting out internal and external studio space at a charity working
with deprived and disadvantaged people and communities in Southwark.
Llanhilleth Miners Institute
£1,200
Towards the cost of replacing the floor in the main area of a community centre in South
Wales.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR COMMUNITY CENTRES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR COMMUNITY
CENTRES
£4,200
3
COMMUNITY SUPPORT SERVICES
Comin Allotment Group
£500
Towards capital costs for upgrading a community allotment in Trecynon, Aberdare.
Grow Cook Eat at Dalston Eastern Curve Garden
£2,000
Towards garden pizza-making sessions for children, young people, and their families for a
charity working in East London.
Hackney Empire
£4,000
Towards the cost of a launch event of Prisoner of Events, a book about gang violence,
which will include motivational speakers and performers to give a positive message to
those affected by street and gang violence in Hackney.
Maytree Respite Centre
£2,500
Towards running costs for a respite centre in London.
Oxfordshire Rural Community Council*
£2,000
Towards general running costs for this community organisation working in Oxfordshire.
Shepherds Dene Retreat House*
£5,000
St Mark's Community Enterprise
£2,000
Towards the redecoration of Shepherds Dene, an historic arts and crafts house in
Northumberland.
39
Towards core costs for 'Coffee Plus', a community coffee shop in Shiremoor.
The Friendship Group
£500
Towards rent, transport, music and volunteer training for a weekly respite group for
people with cognitive impairment and memory loss in Alloa, Clackmannanshire, Scotland.
The Goole and District Community Transport Group
£1,000
Towards refurbishment costs of the new premises of a charity providing transport
solutions to people living in rural Yorkshire.
Trefeglwys Community Shop Ltd
£3,000
Towards the salary costs of the manager of a community shop in mid-Wales.
Woodstock Relief in Need Charity
£1,000
Towards core costs for a charity working in Woodstock, Oxfordshire.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR COMMUNITY SUPPORT
SERVICES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR COMMUNITY
SUPPORT SERVICES
£23,500
12
DOMESTIC VIOLENCE
Haven Wolverhampton
£2,000
Towards the cost of replacing windows in a domestic violence refuge in Wolverhampton.
West Cumbria Domestic Violence Support
£3,000
Towards core costs for a project helping offenders to cope with anger management
issues.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR DOMESTIC VIOLENCE
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR DOMESTIC VIOLENCE
£5,000
2
ETHNIC MINORITIES
Legacy WM
£500
Towards the cost of a full-time Heritage Trail Co-ordinator to work on the recently
developed 'Lozells and Handsworth Heritage Trail' in Birmingham.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR ETHNIC MINORITIES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR ETHNIC MINORITIES
£500
1
HOUSING
Helmsdale & District Community Association
£3,000
Towards the cost of building four units of social housing in the Helmsdale area of North
Scotland.
Manchester City Mission
£1,500
Towards capital costs for replacing the bed frames at a night shelter based in Greater
Manchester.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR HOUSING
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR HOUSING
£4,500
2
OVERSEAS
Funzi and Bodo Trust
£2,500
Towards the cost of rebuilding the kindergarten school on Funzi Island, off the south
coast of Kenya.
Humanitarian Aid Relief Trust (HART)*
£6,500
Towards providing aid relief in South Sudan.
Jabulani Childrens Village
£1,000
ORBIS Charitable Trust
£3,000
Towards building a Family Building within an orphanage in Kaniki, on the Zambia/Congo
border.
Towards the Henry Wyndham Campaign, helping restore sight in Ethiopia.
40
St Mary's Hospital Isle of Wight - Juba Hospital Link
£2,500
The Noor Foundation
£2,000
Towards core for a guest house and support to visiting trainers and Sudanese staff.
Towards repairing dialysis machines at centres set up by the organisation across Pakistan.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR OVERSEAS
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR OVERSEAS
£17,500
9
REHABILITATION OF OFFENDERS
RECOOP
£1,000
Towards running costs for programmes taking place in two prisons, one in Dorset and
one in Wiltshire, for a charity that focuses on supporting older offenders.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR REHABILITATION OF
OFFENDERS
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR REHABILITATION OF
OFFENDERS
£1,000
1
SPORTS
Inspire Health Cornwall
£2,000
Towards core costs including fees for the dance instructor on the 'Fit2Wiggle' programme
aimed at adults with learning disabilities in Cornwall.
Inspire Health Cornwall
£1,000
Towards general running costs for a charity that provides access to equestrian sport for
disabled people living in Wiltshire, through especially adapted carriages.
Montgomery Tennis Club
£2,000
Towards re-surfacing and floodlights for a tennis club based in Montgomery, North Wales.
Oxford Sailability*
£1,000
Towards the cost of providing sailing opportunities for people with disabilities on Farmoor
Reservoir in Oxfordshire.
Streatham Youth and Community Trust
£3,000
Towards the cost of taking 10 young people from South London on an advanced skiing
course for 6 days.
Tall Ships Youth Trust
£1,000
Towards the cost of replacing the sails on the Trust's four ocean-going Challenger yachts.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR SPORTS
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR SPORTS
£10,000
6
SUBSTANCE MISUSE
HURT (Have Your Tomorrows)
£3,500
Towards the salary and on costs of a part-time Education Worker at a holistic treatment
centre in Derry for individuals and families who have been affected by substance misuse.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR SUBSTANCE MISUSE
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR SUBSTANCE MISUSE
£3,500
1
YOUTH
4th Dovercourt Sea Scout Group
£2,000
Towards the cost of purchasing a second hand minibus.
Anne Frank Trust UK
£500
Towards core costs for the Anne Frank Schools Education and Ambassador Programmes
in 2014, which will run in schools across the UK.
Barber D's Barbering Academy
£2,000
Towards the cost of a hairstyling and barbering training project for young people in
Lewisham which will also foster interpersonal skills and self-confidence.
41
Community Foundation Serving Tyne & Wear and Northumberland
£2,000
Jamie's Farm
£2,000
Towards the Brian Roycroft Fund which supports care leavers in the Newcastle/Tyne &
Wear area.
Towards the construction of a new lambing shed.
Monte San Martino Trust
£500
Towards a charity providing bursaries for young Italians to study in England.
New Lodge Arts
£1,500
Towards the cost of a Summer Arts programme for deprived and disadvantaged young
people in Belfast.
Oxfordshire Association for Young People*
£1,000
Towards general running costs for the charity.
Remark! Community
£2,000
Towards the cost of providing outward bound activities as part of a Youth Transition
Project for deaf young people in deprived areas of London.
Richmond's Hope
£2,000
Towards salary costs for a part-time administrator to help in expansion of services into
Glasgow.
Robert Levy Foundation
£4,000
Towards running costs for a summer programme in both motor vehicle technology and
fashion design at Hackney Community College.
Root Soup (a project of L'Arche Belfast)
£1,500
Towards running costs for a summer activities programme in cookery and gardening for
young adults with learning disabilities in East Belfast.
Streetwise Young People's Project
£2,000
Towards the cost of a new website for a charity in Newcastle upon Tyne providing advice,
information, counselling and sexual health services.
Tiny Tots Cross Community Playgroup
£1,500
Towards the cost of replacing the boiler at a playgroup in Co Fermanagh.
Toucan Employment
£1,200
Towards core funding for 'no. 178', a social enterprise cafe in New Cross with the primary
aim of providing training and work experience for young people with disabilities.
Trinity Centre (Dalston)*
£5,000
Towards running costs for a holiday club for children living in East London.
US Charitable Trust
£4,200
Towards costs for a music industry course for between 45 and 65 young people who are
seeking a career in the field in London.
Woodstock Exhibition Foundation
£2,000
Towards the provision of bursaries for young people living in Woodstock to supplement
their grants for further and higher education.
Woodstock Youth Centre*
£2,500
Towards general running costs of the Centre.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR YOUTH
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR YOUTH
£39,400
19
ARTS
Chickenshed Theatre Trust
£3,000
Towards core costs for helping young people to achieve BTECs in Performance Arts.
Clio's Company
£1,000
Towards running costs for drama workshops for young people in deprived areas of
London.
42
Drake Music Project Northern Ireland
£1,500
Dulwich Picture Gallery
£1,000
Towards the cost of the Music and Machines project which will work with people with
complex disabilities to produce a musical performance in N Ireland.
Towards core costs for a Special Exhibition Fund which will support the 2014 exhibition
programme for a gallery based in Dulwich, Greater London.
Friends of St Cecilia's Hall & Museum
£3,500
Towards bursaries for music students to undertake summer projects at St Cecilia's.
Kreative Culture Club
£3,000
Towards the cost of two dance coaches to offer street dance classes, ballet classes and
performances to young people (aged 4-21 years) in Waltham Forest, London.
Ludus Baroque
£2,000
Towards a performance and singing workshops of Handel's oratorio Athalia in Edinburgh.
Mid Wales Chamber Orchestra
£2,500
Towards the cost of workshops in various arts forms at schools in mid Powys leading to a
production at 3 schools of Mussorgsky's Pictures At An Exhibition.
Scottish Poetry Library
£3,000
Towards expansion and refurbishment of existing premises of the Scottish Poetry Library
in Edinburgh.
Topolski Memoir Ltd
£2,000
Towards the cost of a pilot programme providing education in reportage draughtsmanship
and printing for young artists using the works and methodology of the artist Feliks
Topolski.
Whitechapel Gallery
£2,500
Towards costs for expanding an arts and education programme targetted at young people
in East London.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR ARTS
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR ARTS
£25,000
11
EDUCATION
First Story*
£6,500
Towards funding for delivering creative writing workshops to students at Babbington
Community College in Leicester.
IntoUniversity
£2,000
Towards funding for an academic support programme where staff and trained volunteers
support young people to become active participants in their own learning.
Listening Books
£1,000
Towards core funding for an organisation that makes reading accessible to people with
print impairments.
Robert Levy Foundation
£5,000
Towards the cost of a programme to encourage young people in Hackney to consider
engineering as a career, using motor sports to engage and inspire.
Seven Stories (The Centre for Children's Books)*
£5,000
Towards the cost of a project using inspiration from children's books to motivate school
children to understand and reflect on the events of the First World War.
St Mary's Cathedral Workshop
£3,000
The Commonwealth Education Trust
£1,000
Towards Kids' Lit Quiz International Final, to be hosted by Falmouth in Cornwall.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR EDUCATION
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR EDUCATION
£23,500
7
Towards the cost of two new tool boxes for stonemason apprentices in Edinburgh.
43
HERITAGE
Bar Convent Trust*
£10,000
Towards the Living Heritage Project which aims to improve and develop visitor facilities
for a convent in York.
Bar Convent Trust*
£10,000
Towards the Living Heritage project which aims to improve and develop visitor facilities
for a convent in York.
Cook Museum Trust
£500
Towards the capital fund of £1m to support the Museum's education, collection, research
and building.
Dr Neil's Garden Trust
£1,500
Towards repairing retaining walls for a community garden in Duddingston Loch.
Holfords of Westonbirt Trust
£2,000
Towards the cost of restoring two pavilions in the Italian Garden at Westonbirt House in
Gloucestershire.
Oxfordshire Historic Churches Trust*
£1,000
Towards the provision of grants to churches in Oxfordshire for repairs.
Soldiers of Oxfordshire Trust*
£1,000
Towards capital costs for continued work on the new permanent home for the County's
military heritage in Woodstock.
St James' Heritage and Environment Group*
£2,000
Towards the cost of a project exploring the history of Benwell in Newcastle which will
result in the creation of an artwork made from felt.
The Woldingham Village Memorial Project (3 grants from 3 Trustees)
£4,200
Towards funds for building a new memorial in Woldingham, Surrey.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR HERITAGE
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR HERITAGE
£32,200
11
DISABILITIES
ARC Healthy Living Centre Ltd
£2,500
Towards salary costs for a special needs play worker.
Arts Alive Wales
£4,500
Towards the salary costs of the Director of a community arts charity focussing on people
with mental health issues in Powys and Monmouthshire.
Brainwave Centre Limited
£2,500
Towards the cost of refurbishing a therapy room at a therapy centre for children with
physical. cognitive, learning or special sensory needs in Bridgwater, Somerset.
Heart UK*
£1,000
Towards the work of the charity in promoting awareness of the effect of high cholesterol
on maintaining a healthy heart and supporting people to control their cholesterol levels.
Jubilee Family Centre
£1,000
Towards costs for the 'Sycamore Project', a support group for Alzheimer's sufferers and
their carers in Aylsham, Norfolk.
Rotherham Talking Newspaper
£500
Towards the running costs of a talking newspaper and magazine service for people with
visual disabilities in the Rotherham area.
Shopmobility Enniskillen
£2,000
Towards running costs for an organisation providing motorised scooters and manual
wheelchairs to people with limited mobility in Enniskillen.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR DISABILITIES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR DISABILITIES
£14,000
7
44
EX-SERVICE
Highground (5 grants from 5 Trustees)
£8,700
Towards running costs for a horticultural therapy course at the Defence Medical
Rehabilitation Centre at Headley Court.
Household Cavalry Foundation*
£1,000
Towards the work of the Foundation.
King Edward VII's Hospital Sister Agnes*
£2,000
Towards the cost of an annual reception to raise funds for the Sister Agnes Benevolent
Fund which supports Service and Ex-Service Personnel in need of medical care and
financial assistance.
SSAFA Forces Help - Oxfordshire Branch
£1,000
Towards core costs for SSAFA Forces Help in Oxfordshire.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR EX-SERVICE
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR EX-SERVICE
£12,700
8
HOSPICES
Helen and Douglas House
£1,000
Towards refurbishing and upgrading the premises of a children's hospice in Oxford.
Katharine House Hospice*
£1,000
Towards running costs for a hospice providing specialist palliative care in Oxfordshire.
Marie Curie Cancer Care
£1,000
Towards capital costs for creating a Garden Cafe at the hospice in Newcastle.
Sobell House Hospice Charity
£1,000
Towards core costs for a hospice in Oxfordshire.
Chestnut Tree House
£2,000
Towards Evelyn's Appeal which provides care for neonatal babies with life limiting
illnesses and their families at a special care and respite hospice for children and young
adults aged 0-25.
St Joseph's Hospice
£1,000
Towards core costs.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR HOSPICES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR HOSPICES
£7,000
6
OTHER CATEGORIES
Labrador Lifeline Trust
£3,000
Towards the purchase cost of a van for the charity's work.
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS FOR OTHER CATEGORIES
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS FOR OTHER CATEGORIES
£3,000
1
TOTAL VALUE OF TRUSTEE NOMINATION GRANTS
TOTAL NUMBER OF TRUSTEE NOMINATION GRANTS
£236,750
115
GRAND TOTAL VALUE ALL GRANTS
GRAND TOTAL NUMBER ALL GRANTS
£2,113,899
331
45
Testing out one of the new
recliner chairs bought with a
grant of £7,000 from Trusthouse
at Hartlepool and District
Hospice. The Hospice asked
Trusthouse for help in
refurbishing its Day Hospice
space, to provide a modern,
welcoming and comforting space
for patients.
Forest of Dean
Children’s
Opportunity Centre
provides support and
activities for families of
preschool aged children
with special
needs/disabilities. In
this semi-rural area,
transport for these
families is difficult, and
the Centre’s bus is
essential. Trusthouse
has awarded a grant of
£15,000 for a
replacement bus, which
will mean 90 families a
year can access the
Centre.
Back cover photo:
Taking Flight is an inclusive theatre company which was formed in 2008 to create accessible performances with
integrated casts of disabled, sensory impaired and non-disabled actors. In addition to performances, they also run
outreach programmes with disabled and disadvantaged young people in areas of high deprivation. Merthyr Tydfil is
one such area and is ranked as the most deprived area in Wales on the Welsh Indices of Multiple Deprivation. A
child growing up in Merthyr can expect to live ten years less than a child growing up in Cardiff and almost a
quarter of children living in the area are eligible for free school meals. 29.2% of children in Merthyr grow up in
“workless households”. As a result of these factors, disabled and sensory impaired children living in Merthyr are
even more disadvantaged, while supporting services are oversubscribed and under-funded. Access to out-of-school
or leisure activities is difficult for many due to the lack of facilities available, finance and transport issues.
Trusthouse awarded a Fast Track grant of £2,500 to Taking Flight towards drama sessions on and a performance
of Shakespeare’s As You Like It in the grounds of Cyfarthfa Castle, a local heritage site. Participants were recruited
in partnership with local specialist schools and disability organisations. The children worked with professional
46
disabled actors and had two workshop days at their school
or carer service. They then visited the castle grounds
to observe rehearsals, met the cast and rehearsed extra scenes they created. Finally, they performed alongside the
core cast at a professional, ticketed performance. (Photo credit Jorge Lizalde Cano.)
47