Chatity re￿stratIOn nunther. 1061949
The Peter Foden Family Trust
Annual Report and Financial Ststements
for the Yw Ended 31 March 2023
Alcxtrd Group Limited
Charterd Certified Accountants
7-9 Macon Court
Crewe
Cheshire
CWI 6EA

The Peter Foden Family Trust
Contents (continued)
Reference and Adrninistrative Details
Trustees, Report
2to3
Statement of Tntsttts, Rewnsibilitie5
Statement of Fitmncial Activities
Balance Sb¢¢t
Notes to th¢ Finan¢ial Stalen￿]
8t014

The Peter Foden Family Trust
Reference and Adnth￿stra¢IVe DetAIIs
TTU5tees
Mr R P Foden
Mr P J Foden
MrsHMFod
Charfty RegLstr*tlon Number
1061949
PrtiD¢ipAI Office
Oak Fwtn
The Heath
Sandb8ch
Cheshire
CWIE 4ST
IndepeDdent EX*D￿ner
Alextra Group Limited
Chartered Certified Accountants
7-9 m￿On Court
Crewe
Cheshire
CWI 6EA
Investment advlsor8
Canaccord Genuity Wealth Managemetjt
41 L4)thbwy
iA)ndon
EC2R 7AE
Page I

The Peter Foden Family Trust
Thi$tees' Report
The tr￿ste￿ presettl the aDnual report togdher with the fjnaneial slatemettts of the charity for th¢ y¢ar ¢ndcd 31
March 2023.
ObJethlve5 and a¢tivltles
Pub&c benefit
The principal activities of tbe Trust are to advance education and relieve poverty and sick[￿S tn Englattd and
Wales. This is kn be done by fiutheTing the clwlthble purposes of educational and n￿ll¢al establishments
sillMted in England and Wales.
Sp¢cifically, the TnLs¢tts shall apply th¢ in¢om¢ in:
Awarding ￿holarshIpS exhibitions or maiDl¢nance allowanc¢ to any p¢r81)D or petsons attendin8 any school
]miveTsity or othet educatiollal establislJm¢nt approved by the TEUStces'
Providing tools, equipltient and IM)oks for any such educational e5tablishmen¢
Awatding such perso￿% 8rallts or ti)aiTrten8llce allow8llces to enable them to travel in the United Kingd()m or
elsewhere in the fi]rth￿¢ oftheir education.
The relief of Imtients suffering from any disease.
The provision ID the intereBts of social welfare and Tecre¥4tional ￿11]$1¢5 for 8uch patient4
The r¢lief in cases of financial distress of the d¢￿thi￿ aDd such patients..
The promotion of research into the L¥uses tteattnent of disease on tern￿ that the r¢$ults of T¢search 4r¢
published.
The trustees confllm that they have complied with the requiternent8 of section 17 of th¢ Charities Act 2011 to
have due regard to the public benefit gUida￿Ce pllblislled by the Cbarity Com1D￿￿On for England and Wales.
FInanfI￿ revle
Policyon res¢n
It is the policy ofthe awity to (naintain sufficient unrestricted funds to generate sufficient investment incom¢
to fund their aDnual grdnts progrdmme. and to cover the anuual maDagement and admintstration costs.
Unresttictrd fulld% were Maintaill￿ at this level throUg1￿ul the year.
InvLvlmentpoliry objeeii
Tn￿t monies Diay ￿ inveBted in whTchever way the Tru5tces, in their ab801ute discretio￿ think fiL It has been
the policy of the Tryst to use the s¢ryt¢es of BD inv¢8iment nwwger, Cana¢cTvd Genuity Wealth Man•gement.
Th¢ value of the tDvestments as at 31 March 2023 is £NIL
Trllsttts *ud offlcers
Th¢ trllstee8 atrj officers serving during the ye4r attd sinc¢ the year end were as follow5:
TnL8tets.'
Mr R P Foden
Mr P J Foden
Mr8 H M Foden
P&ge 2

The Peter Foden Family Trust
Trustees, Report (continued)
S¢rueturfy governance and man*gement
Nafyre ofxovernipg
The trust is the ￿nI￿Orp￿ted tntst cotL%tituted ullder a tr￿St deed dated 28th Febnwy 1997 and is a tegistered
charity, number 1061949. The trust doe5 not actively futLdrni5e and ￿ekS to continue the work desired by the
donor tlwougb the carefid stewdrthp if its exi5tiU8 [￿Our¢c&
R¢cry¢ilmentaDdappoinlmentoftr¥s¢ees
N¢w trustees are appoint¢d by at Icast thrt¢ ¢xistiDg trusl£es. and are chosen with regard to th¢ benefits the
appoRntment will bring to the charity.
Ruk management
The Tn￿le¢S have exami￿ the ￿￿JOr strategic, business aud operational rftsks which the Chartty f&ces alld
¢oofjryn that syst¢tns bJv¢ been ¢stsblisbed to enable regular reports to b¢ prOth￿ed so that the necew S￿p$
Can be t8ken to lessen those risks.
The annual report F￿S approved by the trustee8 of the Charity on 20 March 2025 and si8tied on its behalf by.
MrP J Foden
Tr￿stee
Pag¢ 3

The Peter Foden Family Trust
StatemeDt of Trnstees, ResponsAbllttle8
Th¢ t￿￿t¢¢$ ar¢ rcsponsibl¢ for pr¢pariDg th¢ ty$t¢cs' r¢port and th¢ fiDan¢ial stst¢mcnts in accordance with the
Unit¢d Kingdom A¢cowJting Standards {United Kingdom Gcncrnlty Accepted Accounting Prd¢ti¢el and
appli13ble law and re￿ationS.
The law applicable to charities requires the tms*es to prepare financial ststen*nts for each fiDaD¢ial year which
give a true and fa]r view of the stste of affaits of chaTity and of the incoming resources and application of
resourc&s of the cl)arity for that perlod. In pwaritig these fi￿anCIal statemellts, the trust￿ are required to..
s¢lec¢ suitsble accounting policies and then apply them consistently,
obserY¢ th¢ methods prineipl¢s in the Chariti¢s SORP.
make judgements and estimates that are reasonable and prndenL
stat¢ wheth¢r apphcabk ac¢oiuiting standards hav¢ be¢n followed. subject to ally matcrial depart￿
disclosed and ¢xpl¥in¢d in the financial stht¢ments" and
charity will contitiue in business.
The t￿SleeS are responsible for keeping proper accounting records that disclose with reasonable accurn¢y at Any
tin￿ the fiJw¢ial position of the charity and enable tbem to ensure that the financial state￿￿ ¢omply witb tb¢
Charities Act 2011, the Cb2rities (A¢counts and R¢ports) R¢gulations 2008, and the provisions of the
Consti￿tion. The trLstees are also resporLsible for safrglwding the assets of th¢ charity and lknce for takiDg
rea8onable steps for the pr¢vention and detL%tiOD of fraud aod other irregularities.
The ttu8tees are responsible for the n￿]ntenance and integrity of the coryornte and financi￿ Infor￿ti1)ll
included on the charitsble cOmpan￿S website. Legisletion governing the prep8ration attd diss¢mination of
fuwicial statements may differ from legislation in other jurisdictions.
Approved by the trustees of the charity on 20 Marcb 2025 and st8￿d on its beljalf by.
Mr P J Fodell
Page 4

The Peter Foden Family Trust
Independent Examiner's Report to the trustees of The Peter Foden Family Trust
I report to the tjustees on my exa]nination of the accounts of The Peter Foden Family Ttust for the year end¢d
31 March 2023.
Responsibilities and basis of report
As the charity's trustees of The Peter Foden Fatnily Trnst you are responsÉble for the preparation of the accounts
in accordance with the requirements of the Charities Act 2011 ('the Act,).
I report in respect of my examination of the The Peter Foden Family Trnsvs accounts Ca￿led out under section
145 of the 2011 Act and in accordance with the Generdl Directions given by the Charity Commission.
An examtnation includes a review of the accounting record5 kept by the charity and a comparison of the
accounts presented with those records. It also includes considerntion of any unusual items or disclosures in the
accounts, and seeking explanations from the trnstees concerning ally such matters. The procedures undertaken
do not provide all the evidence that would be required in an audit and, consequently no opinion is given as to
thether the accounts present a 'true and fair, view and the report is limited to those matters sei out in the
statement below.
Having satisfied myself thai th¢ acwunts of The Peter Foden Family Trust are not requitrd io be audii¢d and are
eligible for independent examination, I report in respect of my examination of your charity's accounts a5 Ca￿led
out under section 145 of the Chariti¢s Act 2011 ('the 2011 A¢t'). In carrying out my examination I have
followed the Directions giv¢n by th¢ Charity Commission under section 145(5)(b) of the 2011 Act.
Independent examlner's $tatement
I have ¢ornplded Tny examination. I confimi that no material matters have come to my attention in connection
ith the examination giving me cause lo believe that in any material respect..
accounting records were not kept in respect of The Peter Foden Family Trnst as required by section 130 of
the Act; or
2. the ￿COul)ts do not ￿(ord wwih those records,. or
3. the accout￿ do not comply with tbe actounting requirejnents conceming the fo￿ and contrnt of accounts
set out in the Charities (Accounts and Re￿)rts) Regulations 2008 other than any requirement that the
accounts give a 't￿e and fair view. which ig not a matter considered as part of an independent
examination.
I have no concerns and have come across no other matters in connethion with the examination to which attention
should be drawn in this Tep)rt in order to enable a proper undentand?ng of the accounts to be reached.
I lan Biddington
Chartered Certified Accountants
Alextra Group Limited
7-9 Macon Court
Crewe
Cheshire
CWI 6EA
20 March 2025
Page 5

The Peter Foden Family Trust
ststement of Flnanelal Acdvltfies for the Year Ended 31 March 2023
Total
2023
Unrestricted
Note
Investment income
29,374
29,374
ExpeDditsr¢ OD:
63.054
{35.554)
63.054
{35,554)
Charitable activities
Totsl expenditure
Net income
27.51M>
27.500
56.874
56,874
Other recogniswl g*ltt$ And 108
U￿r￿15¢d gal￿%}10&$eS on investtnent assets
1134,345
(134,345
Netmovement in funds
(77.471)
(77.471)
RecoDciliatioD of fvnd8
Total futth btought foTward
1,037.058
.037.058
959,587
959,587
Total
2022
Unr¢stri¢ted
Note
IDeome alld EndoTvllMts from:
Investrnent income
28.980
28.980
ExpeDdl¢ure OD:
Charitable activities
8,012)
8,012
Tots] expenditu
Net illcome
8,012
8.012
20.968
20.968
Other recognised gains aDd 1o5XS
Unr¢alised gains/lo&ses on investment assets
12,795
12,795
Net movement in fiuvjs
33.763
33.763
Re¢oDciliation of fund
Totsl bTougbt forward
1,001,855
1.035,618
1.001,855
Totsl filllds carried forward
1,035.618
All of th£ chatity's activities derive from Continuing operations during tbe above two periods.
The bre8kdrn for 2022 is SI￿￿ in note I l.
The notes on pag¢s 8 to 14 forni an integrnl part of these financial statements.
Pag¢ 6

The Peter Foden Fan)Ily Trnsl
(Reglstration nllmber: 1061949)
Balance Sheet as at 31 Mareh 2023
2(123
2022
Not*
Fixed assets
Inve51ments
839.815
Current a8Jet8
Cash at bank aDJ in hand
962.538
201.443
Credittsn: Amouttts falllng dut vAthln one year
io
2.952
5,640
et eurrent *8
959,586
195,803
Net 8S8ets
959,586
.035,618
Futtds of the charlty:
R￿erVeS
Income fund
Capital fimd
Ullrestritted revaluation ￿￿e[Ye
959.586
901,173
100
134,345
Totsl unrestrtct
959586
1,035.618
Tot￿ fthnds
959.586
1,035,618
The fin8nci81 ststements on pages 6 to 14 were 8pproved by the truw aad for issue oll 20 March
2025 and signed on their behalf by..
Mr P J Fod¢n
TTUStee
The notes on pagcs 8 to 14 fonn an integral part of fina￿1￿1 stat¢ments.
Page 7

The Peter Foden Famity Trnst
Notes to the Ffinanclal S￿￿n￿ttts for the Year Ended 31 March 2023
l Accouuting pollcks
Ststsment of eompliattee
The fllwi¢ial ststem¢nts have been Prepar￿ in accordance with the second edition of tbe cP￿￿tieS Statement of
ReCOn]me￿Ied Prd¢tic¢ i￿U¢d io O¢tob¢r 2019. th¢ Fiuancial Re￿tIll8 Stalld￿d applicable the United
kn8d0￿ and Repubtic of Ire]and (FRS E02) and the Charities Act 2011.
Basis of prep#ratio
The Peter Fodcll FatDily Tr￿￿1 meets the definition of a public benefit enlity UDd¢r FRS 102. Th¢ x¢ounts
(financial ststeiiients) bave been prepared under tbe h]st(￿al c05t convention with items recogniwj at cost or
transactEOll Value unless otherwise stated in the rekvant notc(s) to accounts.
Th¢se financial ststeD￿nts are presented in sterjing wbich is the fillKtioDal currency of th¢ ￿rnpanY and
Tounded to the nearest £.
Golng conferD
The trustees consider that there are Do r￿tertaI ￿￿CertaIntI¢$ about th¢ charl￿5 ability to continue as a going
coDc¢m.
Unr¢strt¢ted available for use at the discretion of the trustees in fifft1￿c of th¢ g¢D¢rat obje¢tiv¢s
of the charity at￿ which bave not been designated for other purposes.
Inweslmelltlncome
Investment income is earned through holding assets foT investment purposts 5wh as slwes. li includes
dividends and interesi. Wbere it is not practicable to identify InVeytll￿t managcmeDt cosls incurred within a
heme with reasonable ￿¢￿raCY the investrnent income is reported net of these costs. It iD¢luded when th¢
aTDOUllt ¢an be EtNsured reliably. Int¢re5t illcoll￿ is Tecognised using the effective interest metbod and dividend
income is reco8nised as th¢ cbarity's right to receive pay7￿1t is estsblishe
ExpeDdllvre
A]1 cxpeThditu￿ li accouttted for on an accnwls b&sis and be¢n thssifi¢d under headings that aggregate all
Costs related to the category. Expenditure is recoglltsed where there is a legal or constrnctive obligation to make
payments to third parties, it is probable that the 5ettlemellt will be rEquired and the EmOUDt of the obligation ¢an
be measured r¢liably. It is categorised under the following headings".
• Expenditure on cb8titable activities in¢lud¢s gT8nts and gover8nc4 costs and
. Other expenditure represents those items Iiot fallÉDg illto the c&trgoriv Above.
Irrecoverable VAT is char8ed as an expense against the activity for which expenditure aTOSe.
These are costs incurred in attractin8 voluntary incom4 the rnaDagemeDt of ￿eStr￿ts and t]M)se incurred in
tradillg activities that rni5e funds.
Pag¢ 8

The Peter Foden Family Trnst
Notes to the Flnandal Statements for the Year Ended 31 March 2023 (CODthiued)
Governance cwts
These include the costs attributable to the clwity's con7plian¢¢ witb eoL8tiDJtional 4nd $tathitory reqll1r￿ts,
T4xatlo
The Charity is coL8idered to pass the t￿ts 8¢t out iu PaTr￿ph I Schedule 6 of the Finance Act 2010 and
tberefore it meets the defllJitioD of a charitsble cowy for UK corporntion t&x purposes. Accordingly, tbe
charity is ￿tentiallY exempt from tsxation ill rew¢ct of Incon￿ or capitsl gains received within categories
covered by Chapter 3 Part I l of the Corp)ralion Tax Aei 2010 or Section 256 of the Taxation of Charg¢abl¢
Gains Act 1992. to the extent that such or gaiDS are applied exclusively to charitsble pwpises.
Flxed asse¢ knvestments
Fixed wset inv¢stttten￿ Ot1￿ than programll￿ relat￿1 investsnents. at¢ included at mark¢t value at tbe balance
sbe¢t dat¢. lieali5eA 8aiU5 alld losses on AnvestmeDls are calculated as Lh¢ dIffer¢￿e b¢tw¢¢D sales proceeds alld
tb¢ii uwk¢t Val￿ ai the start ofthe year. or their subwueDt and ￿ Ch￿8ed or wedited to tl* Statement
of Financial Activities in the period of disposal.
Unrealised gains and losses represent the tnoverncnt in tuarket values during the year and are credited or
cbar8ed to the stateMa￿ of Fina￿1￿1 Activities based on the lllatkct value at the yeat cnd.
Fund structure
Unrestricted In¢on￿ funds are general fi￿dS that are available for use at the trustees discr¢tioD in furth¢rdnC¢ of
th¢ obj¢¢tives of tbe clwity.
2 1Dve8tment kneome
Unrestrleted
f￿ndS
GeDer81
Tot*1
fullds
Interest receivable and similar I￿orne.
Interest receivable on bank (k￿SIts
Other income from fjxed &￿t investmetsts
4.626
24,748
4,626
24.748
Totsl for 202J
29J74
29,374
Total for 2022
28.980
28,980
3 Expendltwre charitable actiwiti
funds
GeD¢rnl
Totsl
2023
Totsl
2022
Note
Governanc¢ costs
35,554
35.554
8.012
Page 9

The Peter FodeD Famity Trust
Notes to the Flnanclal Ststenients for the YeAr Ended 31 Marcb 2023 (eonthilled)
UDrestrleted
Total
nds
General
Note
Governance costs
35.554
35.554
Totsl for 21122
8.012
8.012
To•*1
e￿endItsre
4 Analys18 of gtsvermattce *nd support eo#ts
Govern4nre ¢tsJti
Unrestri¢ted
Total
fund$
General
Independent exami￿ fe¢$
Examination of th¢ fwn¢ial stht¢ments
Leg￿ fees
Other governance costs
1.872
3.682
30,(KM)
1.872
3.682
30,0(K
Totll for 2023
35,554
35.554
Totsl for 2022
8.012
8,012
Page 10

The Peter Foden Family Trust
Notes to the TrIDancl*l Statements for the Yexr Ended 31 Marth 2023 (eontinued)
5 Grallt-Jukin%
Below are d¢tsils of material grallts made to institutio￿.
2011
2022
Name of IDStltu¢lo
Fodens baud
Miscellaneous
25,0(X)
30,IMKI
6 Trustees remunerxdon 74nd ewmes
No thjstees, nor any persoDs conne¢ted have received any renllllmtioll from the ¢l18rity dwing the
No tnLStees have received any reimbursed exp¢Ds¢s or aDy other benefits from the eharity dutitig the year.
7 Tau¢ioD
The charity is a registerryj clwity aDd is therefore exetDpt from tsxation.
Pa8e 11

The Peter Foden Fimily Trust
Notes to the Finanel*l Statements for the Year Ended 31 March 2023 (CODtinued)
8 Ftsed asset knves¢ments
21)23
2022
Oiher inveslments
839,815
Pa8e 12

The Petsr Foden Family Trust
Notrs to the Finanei*l Statements for the Year Ended 31 March 2023 (eontlDued)
Other ittve$tn*nts
Investment8
Tot*1
CoJt or VaiuatEon
At l April 2022
Revaluation
Addition5
Di5F
839.815
839.815
(71.291)
{71,291)
32,461
32,461
1800,985) 1800,985
At 31 Ma￿h 2023
Net book value
At 31 March 2023
At 31 Mttreh 2022
839.815
839.815
9 Cosb aDd eash eqth*lents
2023
2022
Cash at bank
962,538
201,443
10 Credltors: amounts falllDg due wlthlD one y¢xr
2023
2022
2.952
11 Funds
Olhtr
Re￿￿ree$ reco%nl%ed
C￿ended ￿l￿Slo•S5eS)
B*lafjt¢ At
31 Marth
2023
Ba]aD¢e #t I
Aprli 2022
ltttOlDiDg
resourc
UDTestricted
Unreth7CtedgeAernlfvnds
G￿¢r#I ffimds
{1.037.058
{29,374
27JOO
134.345
959,587
Balance #t
31 M*reh
2022
Bal*nce At I Incon￿llg ReMburtt8 reeogntsed
Aprll 21121
tspettded
Unre5tr1tted
General
1.001,855
28,980
8,012
(12,795
E,035,618)
Page 13

The Peter Foden Family Trust
Notes to tbe Financial Statements for the Year Ended 31 March 2023 {¢ontlnued)
12 Analysis of nel assets bets¥eeo fullds
Unrestrlcted
funds
General
Tot*1 funds #t
31 Marcb
2023
961538
(2,952)
962,538
(2,952)
959.586
Cuffent liabiliti¢s
Total n¢t assets
959586
Unresttleted
fuDds
General
Totsl fvDds at
31 Marcb
2022
Fixed asset inv¢stDYDts
Current assets
Current liabilities
839.815
201.443
(5.640)
839,815
201,443
(5.640)
Totsl net assets
11
1,035.618
1,035,618
Pa8e 14

The Peter Foden Family Trust
Detailed Statement of Flnancial Activities for the Year Ended 31 March 2023
TDtAI
2023
Tot41
2022
Income and EndoTrvments from:
Investment income {aDaly5cd below)
Total income
29.374
28,980
29,374
28,980
ExpeDdltUTe on:
Raising fuDds (atsalysed below)
Charitable activitie5 (aEMIy5ed below)
63,054
{35,554)
(8.012)
Total expendiknwe
Net income
18,012
56.874
20.968
Other re£ogDivd ggin$ *Dd knses
Other gain￿10&$eS (analysed below)
(134J45)
12,795
N¢t mov¢m¢nt in fiwds
(77,471)
33.763
ReeoDeiiiatlfjD offunds
Total fiwds brought forward
1,037,058
1,001,855
959,587
1,035,618
This page d￿S not forni part of the sthtutory finawial $tst¢mcnts.
Page 15

The Peter Foden Family Trust
Detailed Statement of Thanclal Aedvldes for the Year Ended 31 Marcb 2023
(continued)
Tot21
2023
Total
2022
IM￿S￿en< Incom¢
Income from listed investments
Interest on c4sh deposits
24.748
4,626
28,980
29,374
28,980
Rawsingfrnd5
(Profit)Aoss on disp￿1 of ititstigtble fixed 8ssets
63.054
63.054
Charilable •divilies
Charitsble donation8
Independ¢nt exa￿]￿$ f¢¢
Foreign tsx paid
MaDagement fees
{30.IMMI)
(1.872)
(145)
3.537
{2,880)
(440)
4,692
135,554
(Mher g*in*Ao
Reval reserve. Movement in value of investmth￿s
134.345
12,795
This page does not forni part of the statutory financial statements.
Page 16