REGISTERED CHARITY hlUMBER: 1154911
REPORT OF THE TrUSTEES AND
UNAUDITED FIMANCIAL STATEMENTS
FOR THE YEAR ENDED S APRIL 2024
FOR
JOHN ATHERTON CHAR￿ABLE TRUST
NRB
1st Fk￿ Water8NJe House
WaleNde DTive
LarKashire

JOHN ATHERTON CHARITABLE TRUST
col￿EP￿s OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED S APRIL 2024
Referenct and A(knlnlstratl¥e Detall¥
Report ofthe Tn*t
Ind•pènd•nt Examln•rfs R•wt
statemont of Flnanclal Actlvllies
Balance She•t
NotsB to the Firtanelal St*ÈmÈnlB
DÈtsilÈd Statèment of Flnanelal Actl¥h
10

JOHN ATHERTON CHARITABLE TRUST
REFERENCE AND ADMINISTRAnVE DEfAILS
FOR THE YEAR ENDED 5 APRIL 2024
Trust•o8
Mr P G Bachmay
Mr P Donn811y
Mr D Johnson
RevA Houlday
Prfnclpal addyess
CIOThe Old Bank
47 King Street
Wigan
Lancashire
WN1 1DB
Rrylgternd ¢h8rfty numb•r
1154911
Indapèndant •xamI￿r
NRB
1st Flwwgtgrside H(xh8e
Waterside Trive
Wigan
Larra5hire
WN3 5AZ
Page 1

JOHN ATHERTON CHARITABLE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED S APRIL 2024
The tnjstees pr￿nt their report ￿1th the fin8n¢ial slalements of thè charity for the year ended 5 April 2024. The truslÈe8
h8Vè adopted the pmwsions of Ac(xKwrtiThJ and Reporting by Chartiies". Stalement of RecommerKlèd Prac11￿ applicable
lo ¢h8riti8s preparing thew accourts in 8C(x)rdance y￿th the Finan¢ia Reportiro Standard applicaNe in the UK and
Republi¢ of Irelatwj IFRS 1021 [effÈdl￿ 1 January 2019).
Oblectlves and activiti•8
Significant actlvitie¥
During the year the charty a¢<￿￿VIated resew for to the mairrtenanca ofth@ thurchyard and enwron$ at
Sl Wilfrid's Churth, Stsndish, Wigan.
Public benefft
The principal obje¢ttve of the chaiity is to provth fvnds for the m8intorKqnrkn of the churthyard and envlrons at Sl
Wiffrid'8 Church, Sta)thsh, Wuan.
The trusloes ¢onflm that they have r8ferr8d to th8 ￿ldance COrthr￿ kn ￿ Charity Ccrfnmis8lon'8 uenorol guidance on
public benefll when remewiro the chwitls and ￿Jec￿￿ pknning fubjre actmiies and funding pmjecls.
Flnanclal review
Flnanclal poBltion
As ot S April 2024 General Funds st(M)d at £268.701 ￿mpared lo £256.179 at 5 Arrril 2023
The Designated Fund rémains 8t £7￿),￿0. These a￿ fvnds vthith kne been 8et aswje to preserve the ￿[￿1￿1 of the
trusl rf po&gble. although il is r¢cognised that they rwhl be spent on chatitable wwes11 neC￿ssary.
Inv•slmènt policy and objgctive
The trustees inlond that Ihe real value of thè dwiitys assets be rn￿￿￿1ned and enhanced over tha loThJ lemi by
investrnenl Sn a portfolio o)mpFhsing oqurfios. [￿ed wtsest st(K*s and ￿Sh. so as lo obt8in a balanced r8lum from
income and capttal growth.
In order lo meet these obje(Jiv8s. th8 trusiee8 have awx)irted Bre*in Ddphin Umlt8d of ID Wellington Pl￿. Leeds,
LS14AN as their 8g8nts to manage a di¥ersTfied p)rtfdlo of suitatAe inve8tmonts for the Irusl on a dis(Tetionary basis,
In the context of Brewn Dolphin's interpretaknon of rlsk (In 8ccordancE wrytl) Ihe subslsilng dient agreement rèlating lo the
Iru8ti the trustees have selected a moderat& inveslmenl risk an objectrve of incKJme and (*pital 9rowth. The
proporti￿$ Invested in equities, fixed interest sto(*s and *e ￿th Brewn Dolphin from l*ne to time lo
proNide guldan(* on the ongoing sUitaL¥lity of that ofinvèslm8nt policy.
Tho twstees rewlarly con3ider wheth8r Ihere is a need to revlse this slalamgnt ond keep under review the
arrangemen18 uTrJer whKJ) Brwwthi Oolphln act as their agents.
Slyueiurè, govemance •rKI manag¢m¢nl
Goveming document
The charity was established by the will of John A1hertr￿ and the tharitys objects aTB lo provSde funds for the
Maintenan￿ ofthè churthyard at Sl Wthid's Church. Stan(kn, Wigan.
Approvgd by order of the board of tmst88s on 31 Januwy 2025 aTh1 signed on lis behaw ty.
Mr P G Bad)maygr- Twslee
Page 2

INDEPENDENT EXAMINEifs REPORT TO THE TRiISTEES OF
JOHN ATHERTON CHARITABLE TRUST
Ind•pand8nt •xamlnèl• rnport to trustees ofJohn Atherton Charitable Trust
I r8POrt to th8 chaiity Iwslees on my examln8lk)n of the arax￿nIS of Jth Atherton Charitable TTUSI I￿ TTUStI for th8
year endetl 5 AF￿1 2024.
ResponBlbllltles and bas18 of rwKJrt
As the ¢harfty trustee5 of the Trust you are reSpon￿bI& for the prepara1￿ of Ihg •xounts ￿ aC￿rd￿ne8 ¥*ih the
requirem8nts of th& Charftl8s Ala 2011 c￿e Arf).
I r¢port In respect r)f my ¢x8mination of ihe Trusfs acc￿nts carried out u￿ler sect￿ 145 ofthè Act and in catyng out
'my exambnation I have followed all ap￿¥￿ble tlrectiorts gNen by thè Charity Cornm￿10n under Section 145151(bl of th&
Ind8ynd•nt •xamlneWs Ststement
I have ￿MPlet&￿ my exarThnation. I confimi that no matsrial rnatters have c(*ne to my attenlion in connect¥)n Yrilh th
exafflinalion gi*ing me cause to belI￿e that in any material resFed.'
8ecoLJnlng reco￿8 wets not kept in respgx otthe T￿￿t as requbr&J by Section 130 ofthe Ad: or
the aCc￿1n1$ do not 8￿r￿ ￿th those recoril$'. or
the a¢counl$ do not ccNnpty with the aFvIiCab￿ requiremell15 D)ncemiThJ ftym WKI (x)ntent of ￿unts 8et
out In the Charilles (Accounts and Reports) Regulation$ 2008 other than any requlremenl that the aC￿lUnts giv&
a true Ond fair wew which Is n(A a wnatter con%dered as part ofan irtyndenl examinalon.
I have no concems and have oms rK) other matters in Conned1￿ wth the examination to ￿leh attention sh)uld
be dravm in this report in crfder lo enable a proper wderstanding ofth8 8￿nts to be r￿hed.
Neil Wh
ingham BAIHons) FCA A
NRB
1st Floor Waterside H
Watsrside Drive
Wrgan
Lancxshi
WN3 5A2
31 January 202S
Page 3

JOHN ATHERTON CHARifABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED S APRIL 2024
5.424
Unrestricted
funds
5.4.23
Total
funds
Notès
INCOME AND ENDOWMENTS FROM
Invegtsnenl In￿Me
28.056
EXPENDITURE ON
Charftable activities
Investm8nt fund Iransfer lo thurch
19.381
12,
Other
13.745
18,919
Total
33,126
31,88S
Ngt gain51110ssos) w investments
17,052
121,5151
NET INCOMFJ(EXPENDITURE
11.982
122,86ei
RECONCIUATION OF FUNDS
Total fuThJs brought fmvar
1.￿6.718
1.029,5B4
TOTAL FUNDS CARRIED FORWARD
1,018.700
1.006,718
The note5 forffl pal ofthese ffinaNAal ststements
Page 4

JOHN ATHERTON CHA￿TABLE TRUST
8ALAN¢E SHEET
5 APWL 2024
5.4.24
Unrgstrf¢ted
Is
5.4.23
Totsl
funds
FIXED A&8Ers
Invgstrnenls
952,665
944,989
CURRE1￿ ASSFrs
Cash al bank
70,787
CREDITORS
Amoun18 falling due wlthln on8 year
(4,752}
(4.7401
NEf CURRENT ASSETS
61,729
TOTAL ASSETS LESS CURRENT LIABIUTIES
1,018.700
1,IX6.718
A&8ET8
1,018,700
I,C(E,718
FUNDS
Unrestricied bJnd8:
General fijnd
Designated fund
268,701
749.999
256,719
749,999
1,018.700
I,[￿,718
TOTAL FUNDS
1,018.7
1,C(6.718
The ffinandal statements were apwoved by 1ho Board of Trustees and authorised for issue on 31 January 2025 and
were stgned on ils beh8lf by..
Mr P G eathmayer- Trustee
IL6Eyr
Rev A Holllday- TrusteEI
Mr P Donnelty- T￿￿tee
Mr O Johnson- Trustse
The note8 form part of tsse Iln8n(a81 statemènts
PwJo 5

JOHN ATHERTON CHARrrABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED S APRIL 2024
ACCOUNTING POLICIES
Basis of preparing the financial statements
The financ￿1 statements of th¢ charity, whi¢h b a wblK twefit entity under FRS 102, have been prepared in
aixOrdan￿ ￿th thB Charibes SORP {FRS 1021 'Accounb"ng and Rep(Yting by Chariles: Statement of
Recommended Practice applicatrAe to tha￿t￿$ preparirKJ their aC(￿nts in a¢x(yd￿Ce wth the Fina￿1￿1
R6porting Standard applics￿@ in th& UK arKI RepUt￿.C of lrnL4tMI {FRS 102) leffedive 1 January 2015)., Financial
Reporting Standard 102 ' The Financial ReportiThJ Standard applicabl& in thè UK and R8public of Ir￿and, and t
Charlties Act 2011. The finanaal StaterW￿ have teen p￿pared undet tho historical cost convention.
In¢om•
All incThne is recoJnised in the Statement of Finan(aal Acliwknes once the chty has enlitlement to Ihe funds.
1$ probablè that the income will be recwved arxl the amount can be Tha$u￿￿ rdiably.
Expendiiure
Liabiltues are rwnisèd 8$ eypenditiire 8s SWI as theo 1$ a legal ￿ ￿￿sIrUCtive obligation (ommitling the
charfty lo Ihat expenditure, tt 1$ probable th818 Iransfer of e{￿C￿lC benefrts wll be required in settlement and
the amount of the obligabon be measured relW. ExpendAure is account￿ for on an ac(¥ua15 basis and
has been da6sified under he￿ingS that aggregate all cost rèlated to thè (slegory. Wher& costs cannot be
d1￿CtlY attributed lo pakncular he&Jings they have been alhxaled to 8clthiiti8s on a basis conslstant VAth th& usè
of resources.
Grants gffgr8d subj'ecl to CO￿1rtIOnS have not Imn met at ihe year end date are noted as a cAJmmilrn8nl
nol ar(we(l as expendilur
Governance costs
G0Veman￿ costs clynpiise all o)sts [n¢yJrr￿d in rUnn[￿j Ihe ¢tsTity canrv)t be ￿1￿￿[Y allocatsd lo the
charity's pro1&* or to fund raising.
Taxatlon
The (*arity is ex￿p1 from tax on rts d￿rItable •aivities.
Fund accounllng
Unrestrf¢ted funds a￿ availabk f￿ usv at tho dis(￿1]￿￿ of the InJ8te88 tn fijrIheran￿ of the general objeciwes
of the chaiity.
Designated fiJnd8 ¥e vthith have been set asid8 to as lh& ￿pIts1 of the trust if F¥)3sible.
HoV￿r it is rwxjgnised that Ilw funds c(Ahd be s￿1 on charitabbe purpy4es rf nwx&8ary.
Investmentg
In¥estsnents 8re I￿￿￿ed In the f￿an￿al staknents at tr￿1r cost.
INVESTMENT INCOME
5.424
5.4.23
Dmdend Income
Bank interest
For￿gn intefest
Foreign dividBrNIs
UK fixed
14,570
223
3,085
4,2¥2
5,886
20,139
3,429
3,374
3,552
28,056
30,834
Pago6
t>)nunL￿d...

JOHN ATHERTON CHARrrABLE TRUST
NOTES TO THE FINANCIAL STATEMETrtrs- coniinuÈd
FOR THE YEAR ENDED 5 APRIL2024
SUPPORT COSTS
Govemance
13.745
TRUSTEES. REMUNERATION AND BENEFrrs
During thè ye8rthè trust made Pa￿nts to VITK%nt & Co. S￿ICIt0TS, of£3.6CI) induding VAT and dlsbur8ements
in resped ol leg81 12023 £4.792). Mr P B8d)mayw is a partner in Vincent & Co and all payrnenls in
respe& 0fth￿ kgal fees have 8pyowI ty the otstrustee5.
Tru8tee8' oxpense¥
No other paym8nls of remuneration lx oxpenwwere made tothe Iwstee8 during y88r.
FIXED ASSEf INVESTMENTS
INVESTMENTS AT COST
ed
Al 6 April 2023
AddTtions
Disp0881s
944,989
228,752
1219,076)
At 5 Aprfl 21r24
952,
NET BOOK VALUE
At 5 April 2024
952.e65
At 5 Wil 2023
The esumated market V8kts of Inv6skn￿ at 5 Apr￿ 2024 vras£1,1rffj.747 PW23 £1.041.672}.
CREDITORS: AMOUPITS FALUNG DUE Y*lTHIN ONE YEAR
5.4.24
5.4.23
Other QEdllcffs
4.752
4,740
MOVEMENT IN FUNDS
Net
Transfers
At
5.4.24
At 6.4.23
in funds
fiJnd8
Unrnstdctsd funds
General ￿nd
Desi￿ated fund
2%,719
749.939
(5.070>
17.052
17,052
117,052}
268.701
749,WJ9
I,c￿.718
11,982
1,018,7th)
TOTAL FUNDS
1.C(I5,718
11,982
1,018,700
Page 7
conlirkued...

JOHN ATHERTON CHARrrABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS- COn￿nUed
FOR THE YEAR ENDED 5 APRIL 2024
MOVEMENT IN FUNDS-continued
Net Tr￿vement in fvnds. iKILbJed in ts above are as fc41ryws.'
Incomir
Resource5
resources expended
Gains and
losses
Movernenl
in funds
Unrestrfcted fvnds
General fund
D&signat8d fund
133.126)
15,0701
17,052
17,052
133.126)
17,052
11,982
TOTAL FUNDS
(33.128)
17.052
11.982
Camparatlvt8 for movwnent in lund*
Ttsn8fer5
botwgen
furKIs
mOVBwrierit
In funds
At
5.4.23
At 6.422
Unrèstri¢ted funds
General fund
"Designated fund
279,5&5
749,999
(1.351)
(21.515)
121.515)
21.515
256,719
749.999
1.029,584
(22.866)
1,CrfJ6,718
TOTAL FUNDS
1.029,584
122.866)
1.[￿.718
ComparatNe net nTh)vement in funds. inchj￿￿ in the above are as fc11￿￿5.
In￿mIng
R&8ources
Gains and
Movement
in fijnds
Unrestrfcted funds
General fund
Oesignaled fuThJ
131 WS)
{1.351)
121.515)
121.6151
131.885)
121.5151
122.866)
TOTAL FUNDS
(31.8851
121,515)
122,W)
A ¢urrenl y&ar 12 t1￿1h5 arKI PWK)rygar 12 movth F￿￿10￿ 1$ as folkThYs."
Tr8nsf8rs
Al
5.4.24
At 6.4.22
tn fvnds
funds
Unr¢stri¢tsd fund$
General fvnd
De8igMaled fund
279.585
749.999
(8,421)
14,463)
(4,4831
288.701
749,999
1,029.584
(10,864}
1,018.7QKJ
TOTAL FUNDS
1,IY29,5S4
(10,8841
1,018.7C(I
Page 8
continued...

JOHN ATHERTON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR ThE YEAR ENDED 5APRIL 2024
MOVEMENT IN FUNDS - continuod
A I￿rrant year 12 nwxlhs and piior year 12 months com￿ned nel fflovemenl n ￿nds, irKluded in th& 8bovè are
as follows..
Ir￿n1r& Re60uros
resources expended
Gains and
h)ssè8
Movement
in funds
Unwtrlet•d fund8
General fund
Designated fijnd
(65.011)
16.421)
14.4631
(4.463)
{65.0111
{4.4631
(10,8841
TOTAL FUNDS
(65.011}
{4,463)
(10,884)
RELATED PARTY DISCLOSURES
Thero ￿re no rdated party tran￿[lor￿ frrfthe year ended 5 Aw15 2024.
Page 9

JOHN ATHERTON CHAR￿ABLE TRUST
DETAILED STATEMENT OF FINANCiAL ACTIVITIES
FOR THE YEAR ENDED 5 APRJL 2024
5.4.24
5.4.23
INCOME AND ENDOWMEKrs
In¥￿tment Incorne
tlividend in¢om8
Bank inlÈrésl
Foi¢lgn Inte￿$t
Foreign divldends
UK frxed interest
14,570
223
3.085
4,292
5.886
20.139
3.374
3.552
28.058
30,534
Totsl Incomlng resources
28.056
30.534
EXPENDITURE
Charftable aclvities
Investment fijnd tfv to churth
19.381
12.968
Supptrt ¢08ts
G0￿M￿ne8 Costs
AC￿untancY
Solicitors fegs
Invesknenl managers fees
4.752
3,600
5,393
4,740
4,792
9.387
13.745
18.919
Tolat resources e￿ended
33.126
31.885
Nol •xpandlturn before gainB and loue8
(5.070)
11.3S1)
Realised recognised galn¥ and10580¥
Réalis￿ gainslllossesl on fixed assel
invesknents
17,052
P1.515}
Ngt in¢om¢Jlexpendl￿re}
11,982
122.8661
Thls pagè doès tM)t fonn part of the statutuy rmanra￿ statements
Page 10