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Christopher FitzGerald informed the National Support Services Committee that as the Macfarlane Trust's Trust Deed did not allow the Trust to provide services, the Department of Health had decided that the Caxton Foundation should provide services to the Macfarlane Trust, the Eileen Trust, the Skipton Fund and MFET.

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As of 31 March 2017, the Skipton Fund had made over 5,450 Stage 1 payments and 1,751 Stage 2 payments, whereas the Caxton Foundation had 1,323 beneficiaries, of whom 1,036 were primary beneficiaries infected with Hepatitis C.

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Martin Harvey, the chief executive of the Caxton Foundation and the Macfarlane Trust, requested early retirement in 2012.

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The Caxton Foundation received £524,000 for disbursement, of which £400,000 had been spent.

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The Caxton Foundation's National Welfare Committee introduced winter fuel payments for beneficiaries with a household income of less than £14,000. These could be processed on a one-off basis by the welfare manager.

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A Caxton Foundation Q&A document stated that it was possible to visit the Alliance House office without prior arrangement.

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The Macfarlane Trust's business case noted that administrative and management costs would be greater if economies of scale were not available.

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Time constraints meant that the Caxton Foundation had to be set up on an 'England only' basis.

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The Caxton Foundation carried out a survey of registrants. Just over half of those who registered and returned the census form had income which fell below what was recognised as the poverty line.

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The directors of the Caxton Foundation decided to make the winter fuel payment to all primary beneficiaries and widows.

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Complaints were raised with Anna Soubry MP by a number of beneficiaries of the Caxton Foundation.

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Peter Stevens and Charles Lister wrote a paper outlining why a beneficiary trustee should not be appointed to the board of directors of the Caxton Foundation.

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It was recommended that Caxton Foundation clients have the option of receiving vouchers or have the Foundation pay suppliers directly.

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The Caxton Foundation Partnership Group held their first meeting, at which it was noted the office guidelines could not be published on the website.

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The Board of Directors of Caxton Trustee Limited was told that there were no fixed criteria in relation to household income when considering grant applications, and that each case was considered on its individual merits.

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The legal adviser to the Caxton Foundation approved the provision of services to the Skipton Fund and the Macfarlane Trust.

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In a draft email to Martin Harvey, Jonathan Stopes-Roe expressed the Department of Health's "principles that economy and efficiency should be the watchwords; and that money spent on admin is money not available for charitable benefits."

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Jan Barlow did not see any conflict in being chief executive of both the Caxton Foundation and the Macfarlane Trust.

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Jan Barlow told the Inquiry that when the Caxton Foundation was introduced there had just been one additional staff member who had been brought on to the team to deal with the daily administration.

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Vouchers as means of grant aid were phased out after Jan Barlow took over as chief executive of the Caxton Foundation.

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