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"Exceptional circumstances" were defined as "circumstances that have arisen or are threatened which, in the opinion of the NSSC/Board of Trustees, are unlikely to have been anticipated by a beneficiary in the ordinary course of events and/or it is unreasonable to expect a beneficiary to have to deal with the financial outcome from their normal income."

Published on: 24 July, 2024

The board of trustees agreed to distribute the bulk of the reserves through a targeted, time-limited grants programme administered by the Macfarlane Trust. Following this, any remaining reserves would be given to a third party charity for distribution in line with fixed criteria.

Published on: 24 July, 2024

The board of trustees of the Macfarlane Trust noted that 74 grant applications had been received and the total amount that had been requested was £649,043.17.

Published on: 25 October, 2024

The Trust recorded the decision regarding the Honeycombe Fund, and accepted legal advice that the funds and assets could be transferred to the Terrence Higgins Trust. This would be subject to a restriction that the funds and assets transferred would be restricted to supporting the purposes set out in the scheme.

Published on: 24 July, 2024

In an interview with Russell Mishcon, Peter Stevens said he considered the Trust was a "short term fix".

Published on: 24 July, 2024

Peter Stevens stated in an interview: "I think they were caught out by the lack of favourable response, which was why they then introduced the two capital payments and then, at that stage, I think they thought: 'Well okay that's done and dusted, these people have only a couple more years to go and we're off the hook."

Published on: 24 July, 2024

Liz Carroll wrote to Jan Barlow. She stated that she would be writing to the Minister about "our whole conversation, including your thoughts on possible outcomes from the Penrose Inquiry and your possible plans to...suggest the potential of merging the 3 charities to simplify the complex system currently in place"

Published on: 24 July, 2024

The Department of Health asked the Trust that a business case be submitted to support the Trust's funding request. It asked that the case should detail why the reserve had not been used for charitable purposes and what had changed to merit its distribution now.

Published on: 24 July, 2024

At a meeting with Department of Health officials Reverend Tanner stated that the meeting had been sought because the Trust was looking for an "assurance" that the policies and practices adopted were "rightly fulfilling the objectives envisaged by the Government in setting up the Trust."

Published on: 24 July, 2024

A briefing paper to the Macfarlane Trust's NSSC noted that social workers and consultants had expressed unhappiness at late changes in policy regarding respite grants.

Published on: 24 July, 2024

In a report on a visit to Mr and Mrs [Anon] at Birmingham University Hospital, Susan Daniels noted that she had wondered whether "compassion is still an objective of the Trust in dealing with its members" and that "Delaying a decision on somebody who is already in a highly stressful condition can be as bad as a poor decision, perhaps worse."

Published on: 24 July, 2024

In the meeting minutes of the Macfarlane Trust's NSSC outlining a Head of Services Support Report by Jude Cohen, it was noted that many beneficiaries of the Trust would not let a regional support worker into the house.

Published on: 24 July, 2024

In a report to the NSSC titled "Redecoration to bedroom, kitchen, living room and school uniform" a series of papers were attached, including a report from Susan Daniels which noted that many registrants felt the Trust was a major stress point in their life.

Published on: 24 July, 2024

The NSSC recommended that single grants to primary beneficiaries would end after 31 March 2010.

Published on: 24 July, 2024

In a meeting of the NSSC it was agreed that wider discretionary support might be made available in exceptional circumstances, but this should not be made widely known.

Published on: 24 July, 2024

Each member of the Macfarlane Trust's NSSC was asked to provide a paragraph giving their view on what warranted "exceptional circumstances".

Published on: 24 July, 2024

An internal set of Grants Guidelines for 2014/2015 noted that it was "intended for internal use only - it will not be distributed to beneficiaries. A summary of the key areas in which grants will and will not be considered will be produced separately as guidance for grant applicants."

Published on: 24 July, 2024

The Haemophilia Society published its advice on "The Legal Position on Claims for Compensation arising from HIV Infection". It was noted that the prospect of the majority of compensation claims succeeding was remote based on the difficulty of proving negligence and identifying the proper body or person to sue.

Published on: 24 July, 2024

Alan Burgess stated in his statement to the Inquiry that Russell Mishcon wanted to send a letter to the Department of Health outlining that it was difficult to discharge their duties as trustees without further funding, but Roger Evans and Jan Barlow refused to send it.

Published on: 24 July, 2024

Matt Gregory stated to Katie Rendle "I was thinking on my journey home that we had been forced to abandon a course of action that it was obvious that the vast majority of those present favoured."

Published on: 24 July, 2024

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