REGISTERED CHARITY NUMBER: 1102742
REPORT OF THE ThUSTEES AND
UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APBIL 2024
FOR
RV, E & H MOON CHARITABLE TRUST
Rushton8
Chartered Accountants
Shorrock House
1 Faraday Court
Fulwood
Preston
Lancashlre
PR2 9NB

RV. E & H MOON CHARITABLE TRUST
CONTEKf8 OF ThE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024
Page
Report ot the Truste
1 10 2
Independent Examlne¢s Report
Statement ol Financlal Actlvitie8
Balance Sheet
Notsg to the Flnanclal Stalements
6 to 12
Detslled Ststement ol FIna￿la1 A¢11￿0$
13

RV, E & H MOON CHARITABLE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 5 APRIL 2024
The trustees hav8 pleasur& in presenting their report and the unaudited accounts of the charity for
the year endecl 5 April 2024. The trustees have adoptsd the provisions of the Statsment of
Recommended PraGtlce (SORP) 'Accounting and Reportlng by Charities. in pr8parlng the annual
report and financial statements of the charlty.
OBJECTIVES AND ACTIVITIES
The objecllves of the Trust are to apply the income arnl capital for the furtherance of such
chariiable objects or purposes as the trustees shall from tlme to tlme think fit.The trust is subjecl to
the Standard Provisions of the Society of Trust and Estate Practitionefs (1 st EdS1ion).
The trustees s88k to support charitsble organisaiions and conlirm that they have relerred to the
guidance contsined in the Charity Commission's general guidance on public benefit when
reviewing the Trusys aims and objectives and in planning luture activities and seth.ng Ihe grani
maklng pollcy tor the year
ACHIEVEMENT AND PERFOAMANCE
During Ihe year the Trust continued to meet Its objectives by rnaking 13 grants to local
organlsations, details of whlch are in note 4 of tha accounts
FINANCIAL REVIEW
The details of the charitsls income and expendilure for th8 period and rts net assets at 5 April 2024
ar8 on page8 4 and 5 of the accounts. In summary. the charfty generated income of £27.943 In
the year to fund expendlture of £29.914. In additlon, the net fealised and unrealis8d gains on
Investments lotalled £34,267
Ther8 are no restrlctlons on the charty's power to invest. Th8 investment strategy 18 revlewéd
r8gularly by the trusteès and takes account of the demand for funds.
PLANS FOR FUTURE PERIODS
The trustees plan 10 apply incoma for th6 provision ol grants of charllable objects or purposes as
approprlate
STRUCTURE. GOVERNANCE AND MANAGEMENT
Governlng document
The charity is controlled by itg govoming document, a dagd of trust and constittrtes an
unincorporated charity.
Rlsk management
The trustees havè assessed the major risks which rnay arisa In the conduct of the charity and will
monitor these annually.
The trust was established under the lertns of the last Will of Edith Moon dated 25 May 2001. It is a
reglstered charity With Ihe Charity Commis810n.
The trustees who ha￿ served durfng the period are sèt out on Page 1. Trustses are appointed by
the continuing trustees of the charty. Th8 trustees meet at18aBt onc8 a year.
New trustees may be appolnted withln the provi8ions of the Trustses Acl 1925.
REFERENCE AND ADMINISTRATIVE DEfAILS
Reglstered Charlty number
1102742
Page 1

RV. E & H MOON CHARITABLE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 5 APRIL 2024
Prlnclpal address
21-23 Park street
Lylham
Lancashire
FY8 SLU
Thistees
J D G Hinchliflè
M Prenlke
A Nuttall
CEFigh
C J Sumner
Iftdependè￿ Examlner
Christopher Calvert
Rushtons
Chartered Ac￿Ufttants
Shorrock House
1 Faraday Court
Fulwood
Preston
Lancashire
PR2 9NB
11-..p.clolK-.,..XX...... and sign8d on its
Approvod by order of the board of trustees on ..... ..
behalf by=
J D G Hinchliffe -
ru￿ee
Page 2

INDÉPENDENTEXAMINER'8 REPORT TO ThE TRUMES OF
AV, E & H MIX>N CHARffABLETrUST
dynd•nt •xamln•rf• r•port tothe ol RV, E & H IlooTr Ch•ltsble Tnrnt
I rewt to the ¢iharity InA81aps on rny examlnatkn of th• accwrts of RV, E & H MOM Charltabl
Th18t Oh• Truso tor th8 year ended 5 Awl %)24.
R••ponslblllli•S and bMl8 ol report
As th8 chartty tru8te8s of the Trust you are respornlble lor the prnparnfjoTh ol thg aLXOUftts kn
t&￿r￿an￿ the rnqutrernents of the Charhie8 Act 2011 Ilhe ACV).
I rep￿1 In respect of my examlnallon of the TrL￿¥S a￿oUnts (*rrted uftder $8th1145 of the
ArA and In Ca￿ng oirt my 8xamknalk)n I haw foll(￿d all appjlcabkn DIr8￿1￿8 by Ihp
Charty Commi68lon ￿n￿rSethn 145(5)Ib) d tho ACL
IWd•nt oxamln•ts 8tal•m•rtt
I have o)mplthl my exarnlnation. I confjm that no rnai¢rbl mattar8 hava como ty my atteNKffl In
¢onnédon with Ihe examinatbn glthg MB caw to balt￿ that tn ary matsrlal rnsp
accounuw record8 nol kept In r08W of the Tru8t as required by so￿ 130 of the
accountydo not acc&xd whh thosa r8cNd8' or
accounts do ncd Mmpty appuoabh requtr8ments concarrthg tho knn and
¢ontsnt ol a¢¢thmts 8•1 Wt In thè Charftbs (Accounts and Rep￿ts} H8gukno￿ W08 other
any reqiirémt that lh8 amints glve a irue and lalr vkny ￿leh ts not a matter
eMBklered a¥ part of an lThlapgrth exart￿nakn.
I have rK> concemg and come acro86 no oth•r matt8r% kn connxkn wth the 6xamlnallon lo
whk* alt9Tr1ion 6houfvJ bg drawn kn th18 report In order to enawe a FYOW undor8tsnding of the
accLwn181o bo readHI.
Rushton
1 Farnday C￿rt
FulM)od
Lanca8hlr•
PR2 gNB
Paaa 3

RV, E & H MOON CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 5 APRIL 2024
2024
2023
Unre5trtcted Total
funds
funds
Notss
INCOME AND ENDOWMENTS FROM
Investhient Income
Other income
27,547
396
26,611
146
Total
27.943
26,757
EXPENDMIRE ON
Raising funds
5.814
5,952
Charltable actlvltles
Grants
14.600
18,950
9,500
8,6CM)
29,914
33.502
Net gainsl(k>ss8s) on Inv88tments
34,267
(53,749)
NEf INCOMEI(EXPENDITURE)
32.296
(60,494)
RECONCIUATION OF FUNDS
T¢)tal funds brought forward
714,878
775.372
TOTAL FUNDS CARRIED FORWARD
747,174
714,878
The notes form part of these flnancial statements
Pag8 4

RV, E & H MOON CHARITABLE TRUST
BALANCE SHEET
5 APRIL 2024
2024
2023
Unrestricted Total
funds
funds
Notes
FIXED ASSErs
Investments
726.496
672,335
CURRENT ASSErs
Debtors
Cash at bank
31,066
21,052
25,852
26,814
52,118
CREDITORS
Amounts falling dug withln one yèar
16.1361
(9,575)
NET CURRENT ASSETS
20,678
42,543
TOTAL ASSETS LESS CURRENT
LIABILITIES
747.174
714,878
NET ASSETS
747,174
714,878
FUNDS
UnresiriCt8d funds:
Unrestricted Income
Unrestricted Capital
10
6.692
740,482
(12,415)
727,293
747.174
714.878
TOTAL FUNDS
747.174
714,878
The linanclal statements were approvéd by the Board of Trustses and authorisgd for Issue on
. and were Signed on its behalf ty:
The notes form part of these financial statements
Page 5

RV. E & H MOON CHARITABLE TRU8T
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024
ACCOUNTING POLICIES
Ba515 of preparlng the flnancial 8ta¢ements
The linancial staiements of Ihe charity, which is a public benefit entity under FRS 102. hav
been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting
by Charitias: Slatement of Recommended Practice applicable to charilies preparing thelr
accounts In accordance with the Financial Reporting Standard applicable In the UK and
Rèpublic of Ireland (FRS 102) (effective 1 January 2019),, Flnancial Reporting Standard 102
The Financial Reporting Standard applicable in th8 UK and Republic of Ireland, and the
Charitles Act 2011 . The financial statements hav8 bean prepare(J undar Ihe historical cost
convention, wlth the exception of investments which are included at rnarket valug. as
modlfled by the revaluation of certain a￿018.
Investment Income
Inveslments ar8 Stated at market value as provided by Canaccord Genuty
Invesknent Incorn8 Is credited to the Income fund on an accruals basis
Resources expend•d
Liabilitles are recognlsed as expenditure as soon as there Is a legal or constructive obligation
commlttlno the charfty to that expendfture. It is probable ihat a transfer of 8conomlc beneffts
will b8 required In settlement and Ihe amount of the obligatlon can ba rnea8urod reliabty.
Expendlture is accounted for on an accruals basis and has been classlfled under headings
that aggregate all cost related to the caiegory. Where costs cannot be directly attributed to
particular headings Ih8y have been allocated to adivities on a basis consistent with the use
of resources.
Grants are accounted for when approved. All grants approved had been paid at the year end
Flnanclol Instruments
Financial Instruments are classifled and accounted for, according to the substance ol the
contractual arrangement, as financial assets. financial liabllities or equty Instruments. An
equty Instrument is any contract Ihat evidences a residual intsresl of the .charty after
deducb'ng all of ils liabilities.
Taxatlon
The charty is exempt from tax on Its charltable actI￿le&
Fund ac¢ountlng
I funds a￿ unrestrlcted and can be used in accordanc8 With the charitabl8 objectives at
the discretlon of the trustees in furtheranco ol the general objectives of Ihg charlty
Page 6
continued...

RV, E & H MOON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS - contlnued
FOR THE YEAR ENDED 5 APRIL 2024
INVESTMENT INCOME
2024
2023
Investment Incorne
27,547
26,611
All Incorne In th8 current and prior year relatsd to unrestrlcted Income funds
RAISING FUNDS
Investment management costs
2024
2023
Portfolio management
5.814
5,952
IJRANTS PAYABLE
2024
2023
Grants
14.600
18.950
Pag8 7
conllnued...

RV, E & H MOON CHARrrABLE TRUST
NOTES TO THE RNANCIAL STATEMENTS. conllnued
FOR THE YEAR ENDED 5 APRIL 2024
GRANTS PAYABLE- contlnued
Grants:
151 Pilling Brownles
1st Pilling Scout Group
2nd Preesall Brownies
Brian House Chlldren's Hospice
Cocketham Bowling Club
Cockert￿M C of E Prlmary School
Hambleton Bowltng Club
Meet and Eat - Pillage Village Hall
Mens Shed Over Wyrè
Over Wyre Art Society
Over Wyr8 Choral Society
Pilling Coffeo Feast
Pllling Drama Group
Pilllng Methodist Church
Pllllng Parish Council
Pilllng Readin9 Room
Pilling Village Hall
Preesall Bowling Club
Preesall Fleetwood's Charity Prlmary School
RSPCA Blackpool and North Lar￿ashire Branth
St Aidan's Association
St Aldan's C of E High School
St John th8 Baptist Church
Sl Lukes Church
St Oswald's Parish Hall
St William's Catholic Primary Sctwl
St Willlam's R C Church
Total 2024 Tolal 2023
1.000
200
1,000
500
1.000
500
800
450
1,000
2,000
1,000
1,550
1.600
1,300
800
1,100
800
1.000
2,000
2.0
1.000
1.000
1.000
14,600
18.950
TRVSTEE8' REMUNEAATION AND BENEFITS
The￿ were no trustees, remuneration OT other beneffts for the year ended 5 April 2024 nor
for the yaar ended 5 April 2023.
Page 8
continued...

RV, E & H MOON ¢HARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 5 APRIL 2024
TRUSTEES, REMUNERATION AND. BENEHTS - contlnued
Trustees, expenses
Trusiees, expenses of £800 (2023: £800) w8re paid during th& year in re5￿ct of out of
pock81 expenses.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestrlcted
funds
INCOME AND ENDOWMENTS FROM
Invéstrnent Incorne
Other Income
28,811
26,757
EXPENDITURE ON
Raising lunds
5,952
Charhable actlvllles
Grants
18,950
Other
8.600
Totsl
33,502
Nel galnsl(losses) on Investments
153,749)
NET INCOMEI(EXPENDITURE)
(60,494)
RECONCILIATION OF FUNDS
Total funds brought forward
775,372
TOTAL FUNDS CARRIED
FORWARD
714,878
Page 9
continued...

RV. E & H MOON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS . contlnued
FOR THE YEAR ENDED 5 APRIL 2024
XED ASSET INVESTMENTS
Market
Value al 5
Aprfl 2023 Addttions Disposals
Market
Value al 5 Cost at 5
April 2024 April 2024
Change
in Value
K unil
trust.
OEIC'S &
domestic
bond8
UK
Equiti8S
Overseas
Equlties
Preference
Shares
171,688
18,000
9,278
198.964
201,780
401,457
(32.000)
8,765
378,222
270,082
86.786
(6,970)
14,613
135,293
88,632
12,407
1,611
14,018
13,793
Sub Total
672.336
58.864
(38.970)
34,267
726,497
574,287
Cash
Balance
30,782
677
678
703.118
727,174
574,965
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024
2023
Other debtors
InVesth￿nt Cash Account
284
678
284
30.782
31,066
Page 10
continued...

RV, E & H MOON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOA THE YEAR ENDED 5 APRIL 2024
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024
2023
Accruals
6,136
9,575
10. MOVEMENT IN FUNDS
Net
Transfers
movement betrw88n
in funds
funds
Al
5.4.24
At 6.4.23
Unrestrl¢tsd fvndg
Unrestricted Income
Unrestrlcted Capital
(12.415)
727.293
6.692
25.804
12.415
(12,415)
740,482
714.878
32.296
747.174
TOTAL FUNDS
714,878
32.296
747,174
Net rnovement in funds. includod in the above are as folloK:
In(x)mlng Resources Galns and Movement
resources expended
losses
In funds
Unre$tri¢ted funds
Unrestricted Income
Unrestrlcted Capital
27,942
(21,250)
(8,664)
6,692
25.604
34,267
27.943
(29.914)
34,267
32,296
TOTAL FUNDS
27,943
129,914)
34.267
32.296
Comparallves lor movem•nt In lund8
Net
movement
in funds
At
5.4.23
At 6.4.22
Unregtrlcted lund8
Unrestricted Incorne
Unrestricted Capltal
{8.648)
784,018
(3,769)
(56,725)
(12.415)
727,293
775,372
(60,494)
714,878
TOTAL FUNDS
775,372
(60.494)
714,878
Page11
continued...

RV. E & H MOON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENT8- wntlnued
FOR THE YEAR ENDED 5 APRIL 2024
10. MOVEMENT IN FUNDS . conllnued
Comparaiive net mov8m8nt In funds, Included In the above are as follow8=
Incoming Resources Gains and Movement
reswrces expended losses
In funds
Unrestrlcted funds
Unrestricted Income
Unrestrlcted Capltal
26.757
(30.526)
<2,976)
(3.769)
(56,725)
(53,749)
26,767
(33,502)
(53,749)
(60,494)
TOTAL FUNDS
26.757
(33.502)
153.749) (60,494)
11. RELATED PARTY DISCLOSURES
J D G H1nch￿. trustse, was an employee of M8tamorph Law Limited TIA Lknder Myers.
During th8 year £nll (2023= £6,600) was payable to the frm by the charity for administratlve
and légal sorvices carried out on bahalf of the trustees.
J D G Hinchllffe, trustee, Is an employge ol VirKents Solicitors. During the year £6,300
(2023: £NII) was payable to the firm by the charlty for administrative and legal sgryicxs
carrled out on behalf of thè trustees.
Page 12

RV, E & H MOON CHARITABLE TRUST
DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 5 APRIL 2024
2024
Unrestrl￿ed
funds
2023
Total
funds
INCOAIE AND ENDOWMENTS
Investment Income
Investment Income
27,547
26,611
Other Income
Deposit Account Interest
146
Total Incomlng resources
27,943
26.757
EXPENDITURE
Investment management C08ts
Porttolio management
Charltable actlvlli88
Grants to Institutions
5.814
5,952
14.600
18,950
Other
Accountancy Fees
1,200
Support costs
Management
Sollcitw Fe8S
7.500
6,600
Governance costs
Trustees, expenses
Tolal resources expended
Net Income belore gain¥ and losses
Realls•d recognlsed galns and Ios888
Reallsed gainsi(losses) on lixed ass8t
Investments
Fixed asset Investments
29,914
33,5ff2
(1,971)
(6,745)
(e.218)
(40,485)
153,749)
Not Income
(48,674)
(60.494)
Thls page does not form part of tha statutory linancial statements
Page 13