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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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Jan Barlow told the Inquiry that the Caxton Foundation was a much more efficient organisation in 2018 compared to 2013 in terms of turnaround time for grants.

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The Caxton Foundation abandoned the annual census (which usefulness was questioned by Jan Barlow) until it was reintroduced with the regular payment scheme.

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Membership of the Caxton Foundation Partnership Group was broadened to include beneficiaries who weren't campaigners.

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The Caxton Foundation operated a policy of presenting a request to the National Welfare Committee in situations where a beneficiary had already had in excess of £3,000 in grants. Jan Barlow explained that this information fed into other considerations such as the development of the regular payments scheme.

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Some members of the Contaminated Blood Campaign group visited Alliance House and were described by Foundation officials as having barged in with the intention to shock and intimidate.

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After Ann Lloyd became chair of the Caxton Foundation more effort was made to let more potential applicants know of the Foundation.

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The Caxton Foundation's annual census of beneficiaries was cancelled until a regular payment system was introduced.

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There were lengthy delays in processing early applications at the Caxton Foundation.

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The annual report to the Charity Commissioners was not sent to beneficiaries.

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Extracts were taken from census forms to inform the National Welfare Committee's consideration of grant applications.

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Caxton Foundation staff had reference guidelines on what items beneficiaries could receive grants for.

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The Caxton Foundation was proactive in helping beneficiaries manage their debts.

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The National Welfare Committee and Caxton Foundation staff aimed to be consistent by checking what had been awarded previously in similar circumstances.

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At a meeting to discuss service provisions for Alliance House operations, one option proposed was to "Flip the power and have (the in future likely to be much larger) Caxton instead of MFT as the service provider to the rest of 'the group.'"

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The draft Statement of Financial Procedures set out the "the governance, accountability and funding arrangements agreed between the Department of Health (DH) and the Trustees of the three Charities."

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