THE STUART AND ELLEN LYONS CHARITABLE TRUST
AccouKrs
FOR THE YEAR ENDED 5 APRIL 2024

THE STUART AND ELLEN LYONS CHARITABLE TRUST
REGISTERED CHARITY NO 28n80
REPORT OF THE TrUSTEES
Trustees:.
S R L￿18 CBE
Mrs E H Lyons
SRFBh)om
AJSLyons
Trustees Address:.
Forthe benefft of or in future furth8ratKe crf such charitable purposes or
charitable f0uThjat￿rtrs in s￿h manner and in such proportions as the
Tnjstees may from tima to time in their discretion detemiine.
Bankers...
HSBC p
315 Fulham Road
London
SW10 9QJ
Accountants
DJH Business Advtsors Lmnrted
The Glades
Fesfval Way
Festival Park
Stoke on Trent
Staffordshire
ST15SQ

AccouKfAKfs REPORT TO THE TRUSTEES OF
THE STUART AND ELLEN LYONS CHARITABLE TRUST
In ac(xJrdance with the engagwrtht letter VR have ccrfnp1￿d the accounts of The Stuart and
Ellen Lyons Challtable Trust for the year ended 5 April 2024, set oui on pages 3- 7
from the accounting records arKI Informat1￿ and explanations have
given to us.
This rep￿* is made to in xccvdance with the tenns of engagement. Our work has bgen
undertaken so that we mKJht compik the xcounts that ￿ have been engaged lo compl￿,
report to you that we have done so, and state those mattets have agreed to stste to you in
this report and for other purpose. To the fUl￿¥t exient pennitted by ￿, V•* do not acc4t or
a5$ume responsibilty to anyone ¢)ther than you. for our work, CK for this repcwL
W& have carried out this ertgagem8ni in aC￿rdan￿ with technical gUKlance issued by th
Instr(ute of Chartered Cerfied Accountsnts in England and Wales and have coMpl￿d with the
ethical guhganee laKI dolvn by the Institute. rel*"ng to M￿be[S undertaking the c￿p1k1￿)n of
financial statements.
We have not veriffèj the ￿uracY or ctsmpleteness ofth8 accounling re￿rdS or inforrnation
and explanations you have gNen to us and we do not, therefore, express any opinion on the
financk91 staiements.
DJH Business Advisors Limited
The Glades
Festival Way
Festival Park
Stoke on Trent
Staffordshire
ST15SQ

THE STUART AND ELLEN LY(Y48 CHARITA8LE TRUST
BALANCE SHEEf AS AT 5TH APRIL 2024
2023
Inveskn¢nts
104,T15.IXI
151,e61.C
HSBC Bank PIC
4073.31
16,319.78
Cazenove Cash ￿￿¢urtt
1217.Tl
3.584.15
Caz8nove Capital A(wJrt
308.98
ReCOver￿e Gift AJ"d
5,(KM).OJ
75.iKI
176.764.93
Uabllltlo•
£4Juals and otsr ty&Srtors
1.020.00
1.1Y20.C
0.35S.06
175,744.93
R•pr•s•ntèd ty:
Ats%mulated ftmds
210,355.06
175.744.93
Signed C￿ tehaff ofthe ......
S R Lyon¥C8E
on•

THE STUART AND ELLEM LYONS cHAR￿ABLE TRUST
MOTES TO THE ACCOUNTS
FOR THE YEAR ENED S APRIL 2024
20£4
2023
Accumulated funds
Brought forward
I75.7￿93
421.945.54
Add Surplus of income w exF*ndriure
for the year
50,850.13
120.799.39
226A95.06
$42.744.93
D•duct Donations { Note 21
16.240.00
367.0(Xl 00
Carried forward
210.3SS.06
175,744.93
2024
2023
Donations
King's College, Cambridge (11394221
Classic5 for Al {11353791
Opera Holland Park(1￿273)
ORT UK Foundation11105254)
Leeds Jewish WeWare 8oard {1041257)
Dash Arts110892221
WLS High Hdiday Apre8111155821)
Worfd Jewish Relief Fund Ukrane Appeal (M1797)
Brirish Red Cross UkrairE Appeal12209491
Lewy Body Society111145791
Meketa11169130)
St George's Crypt, Leeds11144474)
Save the Children {21389J
Sobell House. Oxtord11118646)
Asylum Welcome. Oxford11092265)
10.000.IXI
350.500.00
5,100.00
s.c￿.00
5,81)0.1)o
IiYJ.co
1.OCKI.CQ
2tKs.c(I
1,OLK).C(I
1,000.(KI
100.00
2.500.00
100.00
250.00
40.00
50.00
16.240.00
367.(￿.00

THE STUART AND ELLEN LYONS CHARITABLE TRUST
NOTES TO THE ACCOUNTS
FOR THE YEAR ENED 5 APRIL 2024
2024
2023
Cazenove portfolio
104.T15.00
151.861.00
104.775.00
151.881.00

ThE STUART AND ELLEN LYONS CHARTfABLE TRUST
INCOME AND EXPENDITURE ACCOUNT
F(IR THE YEAR ENED 5 APRIL 2024
2024
Incom• l Gross }
Bank interest receNgJ
717.13
87.72
Donattons
48.750.
118.750.C(I
Profit l {10s¥1 on $￿e of investrnents
12.725.351
{8.194.40)
DIstrIbu￿on$ from Charibes Inveslment Funds
5N19.82
9.824.28
51161.60
122.467.e4)
Expendrture
ACc￿ntOn¢Y
91200
Bank ¢h¥rg08
61.
85.20
Investment portfolio Manageft￿ f¢08
337.87
607.01
50.850.13
120,799.39

THE STUART AND ÉLLEN LYONS CHARITABLE TRUST
INFORMATION FOR THE CHARrrY COMMISSION
FOR THE YEAR ENED S APRIL 2024
2024
2023
Totsl Income { Gro881
Bank Interest rec¢i¥ed
717.13
87.72
Olher Interest feceNed
Donations re¢eNed
48.750.LKJ
118.750.
Profft I Ilossl on sale of n￿Strnents
(2.725.351
16,194.40)
Dlstributlons frNn Chartses Invesbmenl Funds
5,419.82
9,824.28
S2.161.60
122,487.60
Total Exwditurn during the y•ar
Dor￿liOnS made
16.240.CX)
367,(KJO.LKJ
Expendlture on inveslments
Ac¢ountancy
912.
55.20
Bank dwrges
61.
Inv&stment portfolio rnanapmentf8es
337.87
607.01
17,551A7
368,668.21