Archive centreCarlisle
ReferenceDSO 270
TitleThe Mary Grave Trust
DescriptionTrust deed, obituary of donor, minutes, accounts, notes on the European Awareness Scheme and the development of the trust
Date1972-2009
Extent1 flat box
ContextThe Trust was created in 1971 by Mr Burton Dunglinson of Maryport and enhanced by his will in 1977. He named the Trust after his mother and her obituary is included in the collection. The purpose of the Trust is to provide educational opportunities for the needy and deserving, primarily by supporting visits abroad. The priority of the trust is young people from Workington and Maryport but is open to others resident in the area of the former county of Cumberland (excluding the city of Carlisle) where funds are available. The initial funding was £20,000 and the proceeds of the will added an additional £147, 572 in 1977. In March 2008, the Trust's capital amounted to £1,526.315. The annual income has been between £50,000 and £70,000 and on average up to 100 general grants of c. £500 (current value) each are made each year. Additionally, c. 50 cruise grants are made every two years and these are currently valued at £1,400. There have been five (and for a short period) six individual trustees, with the Trust chaired by the Director of Education until 1994 when Miss P black left the post. With the agreement of the new Director (and subsequent ones) Miss Black continued as a Trustee and chairman until 2009.
The administration of the trust had been handled by the County Council from its inception. In 1996, the Chairman asked Mr Apperley as a long-standing trustee to take on the role of Honorary Treasurer. In 2004, the County Education Department was facing major re-organisation. It was agreed by all, that the administrative functions of grant making should be transferred to the Cumbria Community Foundation; this was achieved in April 2005. In 2007-2008, the need for future continuity led to extended negotiations with the Charity Commission and the County Council, resulting in the transfer of the trusteeship to Cumbria Community Foundation in February 2009. The functions of the Trust as grant makers will be continued by a Mary Grave Grants Committee of the Foundation.
Catalogue levelFonds
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