E ATHERTON TRUST
IA
WR PARThERS
CHARTERED ACCOUMTANTS
BELMONT HOUSE. SHREWSBURY BUSINESS PARK SHREWSBURY

THE ATHERTON TRUST
INDEX
Pa
1 . 2 Tw8te85 Re{￿rt
Independent Examinef5 Rewl
Recelpt8 and payments aco)urt
St8t•m•nt 01888•ts Li8bllibtB

THE ATHERTON TRUST
REGISTERED CHARITY NUMBER 515220
TRUSTEES REPORT
The Tru3teab pr•sent thelr gnnual rewl and rtieéipts •nd pgym•rrt• accol￿1 for Ihg •nd•d
5th April 2023.
81 Constilutlon
The Atherton Trust was Constituted by a Tnjst datad 28 Septembw 1984 8nd updgted
18 December 2013, 29 May 2015 and Jarwjary 2018.Thè Cliwtys r•wt•rod nUm￿r is 515220.
bl Method of appointsnent of Trust¢e8
TNslees are appointed by the exislirKJ TrLot￿$ ot fv Amu￿ kqeetbng nomMIty In Mayeach year.
TfUSteeB can ￿ ¢OvOPted 414ny time ￿rir￿j ￿r.
rita
The objectiveB warn upjatsd In Janu￿ 2018 to rnn•ct ￿r[￿nI crtlmstsn￿5 and
communty need$.
ThB objeGUves ol the ¢harity ar¢ 10 91¥• finarKial SJPF*)rt for thè benefft oflhw r¢•idgnl in the
parfshes of Ponlesbury and Hanwotra antj the wll8y of Annsuoft arxl Hc**.a-G8te for th•
following purpoBes', the making ol 8 gr8nl lo a d8seNng caBe frun kJ88 of pawt. husbond CK dthd.
Sickne￿ or a¢ddenl and to assist children of er*rgy in impming their chance ofeaming
livelihood,. lo those in¢ap8crtgted through afflKlion of mind or b>ay 8nd th• ¥j•F￿dentS of such.. to
Institutions vtho give or agree to gwe ￿0ft r•quir•d Succour and 8eryicey to p¢opkn unforlunate
•nough to raquire akl by loss of ￿ght, limb c* Iwlth by or Thvrtable cau8es,' lo aid
p•r8on$ who thr￿jgh rK• fault 01th￿r own *t unabl& to m￿1 [￿nt obligatwJnB.
Thè ¢bje¢ts ofth& ¢harlty ¥r¥ to provkle grants in the p•ri8he8 of PMt••W arrtl HarMl￿d aThJ I
vlllage areas ofAnnscroft Hook.&Gate to..
relievg finanagl hardshp for p•r8oni ar•a olb•r*fft wt¥) wo kn need:
relieve 5icknes5 for pw8MS'.
promote. for the bemft ofthe knhabitants. the proVor￿ of f8¢ilNi•$ for rocraation or other
iei8ure lime Ixcupotion of indiwdual8 have need of Such tsrylOes by r¢•8M of théir
yOLrth, age, Irfflrrnny or ¢lsal)lemeni. hawd5hlp x¥Jal ar￿ eL>)nc4nic drcumslar
v*th Ihe object of improving their corhJÈtion$ of1rf8,' aTrJ
prowde $upport for young and t1is*fvantaged peoF4e to develcy thlll$, cgp•blW to enable
Iham to pa￿.￿pate in socAety as mature and re8FMwbl• indfvlduals.
The frusle•s re¢fjsv¥ applications for grants from Ixg8nis8tions and ￿1v￿UalS. During the year, grai
totalling £2,334 ￿re awar(Sed lo organi88ttonB grants were awarded to NKfviduaL8. In rewiewng
the grant appll¢atbns for the year, the Trustees have ￿$￿Ier&I th& Charity c￿mIssIon,S rwised
guidance sjn pubk'c btrnefft ￿ aWar￿d grants xcuthrth.

The charty is selffunding and relies t)n income frc¥n ts investrnents.
Inv
Th• Twslees we 8dvi8ed by a profe￿onal fu￿1 manwr.
AJI th¢ funds a￿ unr•strict•d. Th• Truth•B *vJld rvjrmalty pay Grants equivalent trj thetr
investment income.
Frge reserves 81 the year erKJ fftre £190,83212022.' £Xffj.767).
Tha Tru$t8ts of th8 tharity are..
J.M.Pope {Ch•lm#n)
Mr8 S. Brk1wter
N.J.P. L￿5
Mr8 H Pearson
B. Challj'nor
P. Price
PAdam$
M. J•rvi$
ICtropt•d 17102r2023)
Mrs E Jerv69 Ictropted 17102r20231
Th• Ch4rfty18 • Regi8t•r•d Chwlty urthr Number 515220 and th& Rag8tM•d Offi¢• Is
Belmont Hou￿, Shr•wabury BL*ln•$8 Pwk, Shrthwbury, ShroFAhire. SY2 8LG
On 8•haMof th• Tru#t•ès
J.M.Pope
Chalrrnan
Date

HE ATHERTON TRU
XAMIN
E ATHERTON TRUST
I rewrt on the accwnts of the Trust fry 5th 2023, set on
pages 4 to 7.
RMpon$lbllltlM and basls of lh• rnport
As the chantys tru$ta¥8 you are r¥spon*bl& tr th¢ pr•parthi ofth& in ￿)rd￿ with
th8 audrt requirem￿1 oflts Chanties Act 2011 (Th• A¢¢).
I report in respect ol my eXaminat￿n ofthe tharity'$ a¢wnt$ carried rArt under section 145 ofthe Act
8nd In carrying out my examination I have frAlo4bEd 811 the Directhrts given by the Chanty
CcmMls￿0n under Section 145151{bl ol
Ind•p•nd•nt •￿mIn•￿¥ •t•t•mont
I hav• ¢omplothd my examir￿t1on. I w)Ilm that no matèrial matter8 have com8 to my altentiC￿ in
n•¢tiM tsxamintition me raJ8e lo beleve that in any m•t•rial r•BPXt.'
aceounung recordB wore not kept in 188P8Ct of tho Chffj￿ r•wK•d by ••clon 130 011
Act. or
the 8cuunl$ do not acccrfd wllh tr￿ rect)rd•', or
the accounts do not comply v*tth the appI￿at18 requtrtmthts cO￿eming th8 frjrn and
content of accounts 89t in thg Charrties (Accounts Repjtsl RegU￿tIOnS 2008 other
Ihgn any requirement thot t￿ acc¢Ants give a 1rue •)d fair wtiith 18 not a matter
n8hJ•f•d as of an independorrt ex￿1￿￿1￿￿.
I havo no ￿n(￿n9 •nd h•¥• eom• •tyo•• no othw matt¢rn In ¢onr*¢tlon vAlh Ihts examlnakn to ￿lCh
attention should tN8 report kn orf•r to •ntthi a proper LwvJerslarKlirs ol the aCC￿r￿S to bg
reachod.
TIM Lunt
WR Partners
Chartered Ar￿Untants
Shr•wBbury
BA FCCA MIRPM
Dat•.' 1710812023

THE ATHER
TERED CHARITY NUMBER $15220
RECEIPTS AND PAYMENTS ACCOUNT
RTH
Year End8d
0412
Divldends Rtthvtd
Intergst
Salè of inv6stment8
1.745
28
98.708
2,047
69.329
96.481
71,376
Manag8m•nt & AdmSn18tr8kn- Prof988th01 F••J
WR Partners
8r6win Dolphin Portfolio Managem￿1
Bank chBrge$
Purchase of Inve8lrn•nts
Grants
InsLtrr8nc•
720
2.315
74
97,724
2,334
2,007
97
84,952
349
103.584
88,085
15.1031
3,311
Cash balan￿ brought forward
11,213
7,902
Ca8h bolonco ￿rried forwwd
6,110

THE ATHERT
EGISTEReD CHARITY NUMBER 5152
OF ASSEfs AND UABILrn
APRIL 2
CAF Bank
Brtrwin Oolphin Depo￿1
2.454
3.658
1,497
9.716
6,110
11,213
Quoted Inv•8tm¢nts ￿r 8th•thJl8 al mwk•¢ valye
184,722
195,554
184,722
195.554
Totsl A88ols
190,832
2C6,787
All Tnjst Funds arg unr•*ri¢Xed.
Those accounts w•re 8pme(I by thè TnAeeB
J.M.Pop•
Chairman
Date JD&3.

ThE ATHERTON TRUST
REGISTERED CHARITr NUM
RS1
INVESTMENTS
FOR THE
ENDED 5TH APRIL 2023
Profiu
Loss
Market
Value
04.23
Not
3,208 Janus Henderson Stratwc BorKI
6.508 AXA US Shtst Durat￿ Yidd Fu
13,100 Leg81 & G¢ner¥l Unit Trust
800 Pirnco Global Invrs In￿me Inst
5,208 Ninety One UK Ajpha
2,410 Mercanb'le Inwstrn ord gbp
5,700 Dlv•rs* In¢M)¥ Trust
575 Abèrforth Smal￿{ ComparNes Tntst
1,432 Liontrust Fund par spe¢k81
3,168 TB Ev8nlod• Inv•slment Fund Income
112 Findlay Park American GBP
6.944 JPMor98n US Equlty Incom•
160 V¥nguard Funds
1,475 Thr8•dnefjdl• IW EuroFean 8decl Z
1.400 Fund•mth LLP equity In6t
185 Polar Capital TechnologyTST
4,350 Ninèty One Manager¥ dliMrnffl•d
800 P&rsonal assets TR ord
5,000 Pieton l¥opety Incomg
4,235 The Renowables Infr4struciur•
2,305 Link FLtnd solut￿18 Ltd
110 Jonus Hend8rson UK & Europe Fur¥J8
1,685 LS1)ntru8t Fund Partners LLP
303 Baillie Grflord Japan880
3,135 HICLlnfra8lru¢tur¢ PLC
4,107 The818 Unil Trust Mgnagemtnt Ltd
12,447 M8illand In81itLrtlonal Services Ltd
3,740 Franklln Tgmpioton Fund8 cle01b￿d9•
10.618 Mailland Inst SVC North American
1,290 Artemls Inveslmfjnl Fd US Smalknr Co's
1,340 Premier Miton Inv US Opp$
1,595 Impax Fund Enwronmental Market
930 Impax Environmertal Ma￿et8 Ord
3,805 Aberdeen European LO9￿$tICS Income
8,005 Schroder Glob81 Cities Real Estst
78 i$har¢$ V PIC
8,963 LF Ruffer managed Fund
126 Capital Gearing Trust
695 Blackrock Throgmorton Tnjst
6.259 Allianz UK & EuroFean Inv Fur
121 Dodge & Cox Worf¢fvAde Funds
1.428 BH Macm Ord
11,149
9.216
7,979
10.989
9.765
7.856
(8,008)
18081
17.1351
974
{4.371) 11.5921
101
225
175
132
5,370
4,959
17.198)
{1.507)
110
8.303
10.933
6,808
12,707
5.050
18.7401
110,7841
19,8561
4.240
5.580
169
72
3,823
4,189
18.0501
1,878
3.987
3,615
15.627}
13,789}
13.771)
45
70
5.417
5,429
{6.191)
14
4.660
5.057
6.348
5.393
4,764
12,733
4,8
17,360
3,802
4,758
4,191
4,210
5,515
4,878
4,973
11,976
4,424
17,103
3,701
4.834
259
{1.7301
27
4,733
4.690
17.360
3.802
4.768
3.779 (3,747)
3.870
2,898
7,389
8.471
(32)
3,670
2,698
7,389
8.471
23
2,523
7,198
7,198
9,512
1,996 (6.2241
3.712
6.627
5.735
6.162
45
39
59
3,712
6,627
5,735
6,162
3,871
6,924
5,683
6,C69
97,724
96,708
17,281
185.278
1.745
184,722

E ATHER
11 TRUST
REGISTERED CHARITY
MNER 51
GRANTS
ED
IL20
anlsatlon
Pontesbury and Rea Valley Community Good Nel8hbour
Group
Pontesbury CE Prfmary SCIK
1,834
2.334
ndlvid I
al Gran
2,334