CHARITIES – INFORMATION SOURCES
This paper records the sources of the data used as the basis of the research into charities’ administration costs and comparisons with the National Lottery distributors.  All documents are available on the Charity Commission’s website (www.charity-commission.gov.uk).

The Football Foundation (Charity No: 1079309)
Document 	Annual Report and Financial Statements for the year ended 31 May 2009	
Total Income	p. 25	
No of Grants Awarded	p. 11	
Value Grants Awarded	p. 33, note 5 - Grants payable: other direct costs	
Grant-making and support	p. 33, note 5 - Grants payable: Direct staff + support costs	
Governance	p. 25 and p. 33, note 6b	
Other costs	n/a	

Lloyds TSB foundation for England and Wales (Charity No: 327114)
Document 	Annual Report and Accounts – year ending 31 December 2008	
Total Income	p. 38	
No of Grants Awarded	p. 6	
Value of Grants Awarded	p. 43, note 4a	
Grant-making and support	p. 43, note 4a	
Governance	p. 38 and p. 43, note 4c	
Other costs	n/a	

Esmée Fairbairn Foundation (Charity No: 200051)
Document	Annual Report and Accounts 2009	
Total Income	p. 45	
No of Grants Awarded	p. 4	
Value of Grants Awarded	p. 50, note 4	
Grant-making and support	p. 50, note 4 - Direct staff & other + support cost allocation	
Governance	p. 45	
Other costs	n/a	

Community Foundation for Greater Manchester (Charity No: 1017504)
Document 	Trustees’ Report and Financial Statements for the year ended 31 March 2009	
Total Income	p. 21	
No of Grants Awarded	p. 15	
Value of Grants Awarded	p. 28, note 6	
Grant-making and support	p. 28, note 6	
Governance	p. 21 and p. 28, note 7	
Other costs	p. 28, note 8	

Sports Aid Trust (Charity No: 1111612)
Document 	Trustees Report and Financial Statements for the Year Ended 31 July 2009	
Total Income	p. 11	
No of Grants Awarded	p. 5 and p. 20, note 9	
Value of Grants Awarded	p. 5 and p. 20, notes 8 and 9	
Grant-making and support	p. 20, note 8 and p. 21, note 10	
Governance	p. 11 and p. 21, note 11	
Other costs	n/a	

The Joseph Rowntree Charitable Trust (Charity No: 210037)
Document 	Trustees Report and Financial Statements – 31 December 2009	
Total Income	p. 12	
No of Grants Awarded	p. 6	
Value of Grants Awarded	p. 6 and p. 20	
Grant-making and support	p. 20 and p. 28, note 7	
Governance	p. 20 and p. 28, note 9	
Other costs	p. 20	

IBM United Kingdom Trust (Charity No: 290462)
Document 	Report and Accounts – Year Ended 31 December 2008	
Total Income	p. 20	
No of Grants Awarded	p. 10-17 – sum of grant totals in each programme	
Value of Grants Awarded	p. 10-17 – sum of grant value in each programme	
Grant-making and support	p. 24, note 3	
Governance	p. 20	
Other costs	n/a	

The Clore-Duffield Foundation (Charity No: 1084412)
Document 	Trustees’ Report and Accounts for the year ended 31 December 2008	
Total Income	p. 7	
No of Grants Awarded	p. 18-22, note 21	
Value of Grants Awarded	p. 12, note 4	
Grant-making and support	p. 12, note 4 – Staff costs	
Governance	p. 7	
Other costs	p. 12, note 4 – Depreciation + Other costs	

BBC Performing Arts Trust (Charity No: 1101276)
Document 	Financial Statements year ended 21 March 2009	
Total Income	p. 13	
No of Grants Awarded	p. 8-10	
Value of Grants Awarded	p. 8-10	
Grant-making and support	p. 16, note 2 – Other direct costs + support costs	
Governance	p. 13 and p. 17, note 3	
Other costs	n/a	

The Wolfson Foundation (Charity No: 206495)
Document 	Annual Report 2008-2009	
Total Income	p. 10	
No of Grants Awarded	p. 25	
Value of Grants Awarded	p. 25	
Grant-making and support	p. 14, note 4 – Allocated expenses	
Governance	p. 10	
Other costs	n/a	

The Mercers’ Charitable Foundation (Charity No: 326340)
Document 	Accounts for the Year to 31 Marc h 2009	
Total Income	p. 8	
No of Grants Awarded	p. 19-22 – count of grants awarded	
Value of Grants Awarded	p. 13, note 6a – Grant-making	
Grant-making and support	p. 13, note 6a – Charitable activities: Support + other direct costs	
Governance	p. 8	
Other costs	n/a	

The Schroder Foundation (Charity No: 1107479)
Document 	Financial Statements – 5 April 2009	
Total Income	p. 6	
No of Grants Awarded	p. 11-12, note 11	
Value of Grants Awarded	p. 6	
Grant-making and support	p. 6	
Governance	p. 6	
Other costs	n/a	

The Badenoch Trust (Charity No: 1121887)
Document 	Report and Accounts for the period 15 November 2007 to 30 November 2008	
Total Income	p. 6 and p. 10	
No of Grants Awarded	p. 6	
Value of Grants Awarded	p. 6 and p. 14, note 1	
Grant-making and support	p. 6 and p. 14, note 1	
Governance	p. 6 and p. 10	
Other costs	n/a	

The Manoukian Charitable Foundation (Charity No: 1084065)
Document 	Report of the Trustees and Financial Statements for the year ended 31 December 2009	
Total Income	p. 5	
No of Grants Awarded	p. 8, note 5	
Value of Grants Awarded	p. 8, note 4	
Grant-making and support	p. 8, note 4	
Governance	p. 5 and p. 9, note 7	
Other costs	n/a	

J Paul Getty Jr General Charitable Trust (Charity No: 292360)
Document 	Trustees’ Report and Financial Statements for the year ended 31 December 2008	
Total Income	p. 9	
No of Grants Awarded	p. 3	
Value of Grants Awarded	p. 3 and p. 14, note 4	
Grant-making and support	p. 9 and p. 15, note 5	
Governance	p. 9 and p. 15, note 6	
Other costs	n/a	

The John Ellerman Foundation (Charity No: 263207)
Document 	Annual Report 2008-2009 and Financial Accounts 2008-2009	
Total Income	Report - p. 52 and Accounts - p. 10	
No of Grants Awarded	Report - p. 51	
Value of Grants Awarded	Report - p. 51 and Accounts – p. 10	
Grant-making and support	Report - p. 52 and Accounts – p. 10	
Governance	Report - p. 52 and Accounts – p. 10	
Other costs	n/a	

The Wolfson Family Charitable Trust (Charity No: 228382)
Document 	Annual Report and Financial Statements – 31 March 2009	
Total Income	p. 7	
No of Grants Awarded	p. 14-15, note 9	
Value of Grants Awarded	p. 11, note 3 and page 14-15, note 9	
Grant-making and support	p. 11, note 3 – Allocated expenses	
Governance	p. 7	
Other costs	n/a	

The Drapers’ Charitable Fund (Charity No: 251403)
Document 	Report and Financial Statements – year ended 31 July 2009	
Total Income	p. 15	
No of Grants Awarded	p. 18-20, note 5	
Value of Grants Awarded	p. 18-20, note 5	
Grant-making and support	p. 20, note 5 – Support costs	
Governance	p. 15 and p. 20, note 6	
Other costs	n/a	
The Sir James Knott Trust (Charity No: 1001363)
Document 	Trustees Report and Financial Statements for the year ended 31 March 2009	
Total Income	p. 10	
No of Grants Awarded	p. 15, note 5	
Value of Grants Awarded	p. 15, note 6	
Grant-making and support	p. 22, note 8 – Payment of grants less investment mgrs fees	
Governance	p. 10 and p. 23, note 9	
Other costs	n/a	

The Sir John Fisher Foundation (Charity No: 277844)
Document 	Accounts for the year to 31 March 2009	
Total Income	p. 6	
No of Grants Awarded	p. 10-13, note 7	
Value of Grants Awarded	p. 6 and p. 10-13, note 7	
Grant-making and support	None identified	
Governance	p. 6 and p. 13, note 8	
Other costs	n/a	

The Fidelio Charitable Trust (Charity No: 1112508)
Document 	Trustees Report and Financial Statements for the year ended 31 March 2009	
Total Income	p. 6	
No of Grants Awarded	p. 10, note 5	
Value of Grants Awarded	p. 6 and p. 10, note 5	
Grant-making and support	None	
Governance	p. 9, note 4  - Governance costs less investment mgmt fees	
Other costs	n/a	

The Richard Carne Trust (Charity No: 1115903)
Document 	Accounts for the year ended 31 December 2008	
Total Income	p. 5	
No of Grants Awarded	p. 8, note 4	
Value of Grants Awarded	p. 5 and p. 8, note 4	
Grant-making and support	None	
Governance	p. 8, note 5 – Governance costs less investment mgmt fees	
Other costs	n/a	
The Shears Foundation (Charity No: 1049907)
Document 	Trustees Report for the year ended 5 April 2009	
Total Income	p. 5	
No of Grants Awarded	p. 8, note 3	
Value of Grants Awarded	p. 8, note 3	
Grant-making and support	p. 8, note 3	
Governance	p. 5	
Other costs	n/a