YIR PARTNERS
CHARTERED ACCOUNTANTS
BELMONT HOUSE, SHREWSBURY BUSINESS PARK, SHREWSBURY

THE ATHERTON TRUST
Pè
1- 2 TN8tees RekY)rt
1rn1epEndent Examirer5 Report
Receipts and payThan15 account
ststerneni ol a$seis and Liablrt
Sthedule of invsstwls
Gr8nl8

THE ATHERTON TRUST
REGISTERED CHARITY NiIMBER 51522
The Trustees present thelranrwal ￿port and r*ceipts paymnts acc4)unt lor the year erkyed
ement
81 CoTrsiilulion
The AlhertDn Trust was Consliluled by a Trust Deed dated 28 September 1984 and upjats
1B DeETmber 2013, 29 May 2015 and January 2018 The Chatty's regt5terEd nurnber Is 515220
bl Method of appointment ol Trustees
Trustee5 are apwinted by Ihe exL%liry Tw*eos al the AnAual normally In May eaL* year
Tru$lee$ can be wted ot any lThe durry the year.
The ¢harrtie$ obiecbves were in JanuBry 2018 w r¢fie¢t sotsal circumstan￿9 and
ccrnrnunily needs.
Tho obie¢iive$ ol the ¢haniy are lo give Iin#roal SUFVC￿ lor Ihe benefii of Iho$e In the
pan$h¢s of Ponlesbury and Hanwcod and the ¥ilL8ge 8re8$ ol Annstrofi •rA HoTh*-aGale for Ihe
lollowng purposes. the making ol a giant to a ¢lewN9 ¢a$e from 1058 of parent. husbènd or cth1￿.
sickness or accident and lo assisi children olenergy In irnpro¥iry Iheir chance of eaming a
livelihood. lo those Incapaeiialed Ihrou9h afflictim ¢1 rnirwj or and The dependents of iu¢h. t
ln81rtul￿ns who gNe or agree 10 give when required 5uccovr aTr1 Servi￿ le people unlortunale
enough lo iequire by bs8 of signi. limb or hfr•lln by *¢KJenl or Inevrt8t4e c4u8O1. to
pernons Ihrough no fautt of I￿1r own afe lo meet ur9Bnt Obligat￿n8
Tne objects ol the chanty a￿ to prov￿le grants In the panshes of Ponlesbury and H¥nwoc¥J and the
village areas ol Anngroft #nd Flook-a-Gate lo
Iieve financial hardship for Iivng In ts art• of benefrt In need.
rel*ve s¢kne8s lor persons.
promoie. lor Ihe benerrt of Ihe Inhabrtants. Ihe provuion olfaciifftes for re¢#eation or oltter
i$ure 11rno occupation of Indiv￿U8￿ %vho have of $uch ts¢ilthe5 by rea8en ofthe
youlh age. Infimrty or disaD￿men1 finanoal hardshp or soci81 arxl ecjjnom
rcum$ian(*$ wrth IIE i)bRd of Improvirg Iheir Conort￿n5 of lrfe. and
prOV￿e support for young and disadvantaged pe1}p￿ to (kvelop skils. ￿p¥>i￿11es ￿ et)•b
t￿M lo partiopaie In society ¥$ m¥¢wtr on¢J respo￿￿* ￿1vidu9￿.
The Trustees receive aoplitalions for grants frcffi crganwlion5 aThJ indMduaL8. During the year. as
result of the pandernK. only two 9r8nl$ were awaruEd, one an Individual and one an 0r98n1sat￿n In
reviewng Ihe grant applicglions lor the year. the Trustees have Co￿￿ered the Charty ComMiss￿n.8
revised guhJanc* on pu￿1¢ ber*frt and aw•rded grants accorrlingty

The chanty Is seKfunding and relies on irKorne Irom it5 nvestments
Investment lic
The Trustees are advised by a professional bjna m￿ager.
All the funds are Un￿$triCIed. The Truslees woukj nornally pay Grants equivalent lo t￿lT
ID¥estmenl Income
Free reseryes at the ￿ar end £200.Y3 12020. £157.2531.
ru5
The Tw$w$ ol thè charrty are"
J M Pope (Chairman)
MTr S Bndgwa¢er
JPLÈw6
Mrs H Pea￿￿
B Challinor
P. Pnce
P Adams
The Chanty Is 8 Reg￿le￿￿ Charily undei Number 515220 the RegL8ieie4 offi￿ Is
8elmont Hou$e, Shrewsbury Bu81wss Park. shre￿￿Ury. shropshi￿. SY2 6LG
On B¢hall ol the Trustee5
J M.Pope
Chairm•n
20 ia
Dète

ATH
RT
INDEPENDENT EXAhl
ER,
REPORTTO THE TRUSTEES OF
HEAT
I report on tre a¢counis of Ihe Tru* fLY thB ￿ar e[￿ed 5th April 2021. which are Set out on
pages 4 to 7
RMponslblliti•8 and ba818 of the report
As the charity'8 tru3tee5 YOU art respon$ibk for the prepaialion of the xcounts in acc¢ydartt %%)th
the audit requiremeni of the Charilies Act 2011 (TIE Adl
I report In resp8cl of my examin*ion oftt* charty'8 8cctyJnts carr*d out under sett￿n 145 of Ihe A
¥Trd In ￿rryIng out my examination I h￿e followed 811 the appliCa￿e Oirec*kJns given bythe Charity
CcrnrnIs5￿n under sectson 1451Sllbl ol the Act
Ind•p•nd*ni •x•M1￿￿* stslernont
I ha¥e completed my examin8iKJn l ￿￿fjrrn Ihal no m¥itnai matt*rs have come to my att•nbon In
Connecti￿ with tho ex•minaiion giv￿9 me cause lo beltwe Ihat In any materi81 re$po¢1
accounling records were not kepi In rw*¢l of the r*8nty as required by se¢iion 130 ofthe
I, or
Ihe accounts do not accord wrth I￿se rècords, or
Ihe 8ccoun15 do ntsi comply wrth the appbcab* requirements conc*ming Iho l¢mi and
¢k)nieni ol accounts set oul In Ihe Chanlie5 IAc¢L)unis and Reportsl Regulaiions 2008 other
than ar,y requiremeni thai Ihe a¢couni$ give a'true Bnd fair whith is ntri a matter
)nSIde￿ as p8rt 01 an IndeF¢ndenl eXam￿#t￿rt
I ha¥e no Coneems and ha¥e come across no Olher matters in c£Jnfiection wlh the examination lo wfiich
attention should ￿ drawn In Ih15 report In offjer10 enab￿ a prowr understanding ol the accounls lo be
leached
TIM Lunt
WR Partnern
Charfered AG¢ountsnts
Shrewsbury
&A FCCA MIRPM
Dale." 0210212022

D 5TH APRI
21
Year En
rEn
Dwidends Recewd
2.651
3,571
Sale of investments
61,572
41,035
64.226
44,640
Management & Adrninislralion- Pfole$$K)nal F8•8
WR Partners
8rewin Dolphin portfol￿ Mènagem¢nt
Bank eharg85
Purchase ol Investments
Gianis
In$ur8
618
1.689
70
80.457
1,795
50,268
5,528
331
63,99)
58.582
236
113,9421
C8sh balance brought fThord
21.808
Cash balance carried forward
7902

ThE ATHER TON TRUST
Page
CAF Bank
Brwn Do*hn Deposd a¢£othl
947
6.718
7,299
7.902
7.666
Quoted Inveslrrnnts per s¢hedukn ai market valu*
192.641
149,587
192.641
149,587
Total Assets
2W.543
157,253
All Trusi Fund5 are unresthded
These awounts **re approved by Ihe Trust
J M Pt)pe
Chairman
Dale
201

RTH
APRI
el
4,0￿ Henderwn Investment Funds Ltd
2.138 Henderx>n Investrneni 5trateEK bond
6.5(K AXA US Short Duration High Yield Fund
13,100 Lo8al & Generèl Unil Trust
800 Pimco Global Advi5 Income insil
5.208 Ninety one UK Alpk
2.410 Mercantile investm ord 8bp
1,6W Clty of London Investment Trusi
5,700 Diverse IncomeTrusi
575 Aberlorth SmallerCompanie5 Twst
1.750 Iiontrusi Fund par special
5.6CQ BNP Paribas lssuan
I.8(￿ T Bailey Fund Serv TB EvtYlode irKome
112 Findlay Park Arnerican GBP
6.944 JPMor8an US Equity Incorr
160 V3n8uard Funds
315 TR Europe GWTH TST
1.475 Threadneedle INV European selecl Z
1.6CQ khroder Japan fjfowlh Fund
650 First State Inw Stewart
I.4￿ Fundsmith LLP equr(¥ IDStI
1.160 Lind5ell Train Global equity
185 Polar Cap*tèl Technolo8yTST
4.350 Ninety One Mana8trs diversified
3.8W JPMor8an AM UK Ltd Mècro opp5
Personal asset5 TR ORD
5.OCQ Picton Proptrty Income
5.200 BMO Real Estate Old
2.785 Internaiional Public Pannershlps
4.235 The renewables Infrastructure
7.766 Fil Inw SVCS UK Monry buiklef
8.770 CQS New City High Yield Fund
7.708 M & G Global Fk)atirE rate High Yield IH Fund
I,5￿ Aberdeen standard Life Equrty IrKtymeTwsi
3.8Q) Goldman 5ach5 well flat
4.750 Blackr￿k FM Cont Euro
8.otxl khroderunit trust Asian
235 RIT Cap Partner5
5,IIK) Goldman sach5 wert defensive
3.OLK) HG Capital Trust
6.364
6.957
9.216
7,979
8.816
6 161
5.963
6.657
5.370
6,154
6,824
8,238
9.856
8.053
8.808
7.431
6,170
6,056
6.313
8,579
8.242
6.009
6.117
9,339
9,000
8.734
4,284
3.894
3.344
6.257
7.864
4,780
4,126
5,978
G,661
3,620
4.34
3.848
4.684
5.192
7,979
8,816
5.983
304
211
191
iio
5.883
5.883
5.175
4947
193
118
3.888
3.823
3.813
2.4%
4,942
6,172
4,714
3.967
5,577
5.658
3,643
3.084
4,468
3,781
5,417
78
4.714
3.*7
20
3.643
iio
123
202
195
5.417
18.3171
l.(K13
14.0341 11.3291
17.0441
14.1701 11.8341
14.5731
773
16.6171
898
16.3(101
650
14.5171
15.6641
10.336
61,572
291
78
195
82
564
150
2851
60 457
7 390 165,072
192,641

ni
CorNnunity GO￿ Nel￿bOu[S
620
620
Individual
G Sauv&9e l¢¢x*erl
200
zoo
820