Charity registration number 803178
THE EVENTHALL FAMILY CHARITABLE TRUST
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024

THE EVENTHALL FAMILY CHARITABLE TRUST
CHARITY INFORMATION
Settlor..
DH Eventhall
Date of Settlement".
11 October 1989
Trustees..
DH Eventhall
JL Eventhall
ER Eventhall
Registered Address..
PO Box 490
Altrincham
Cheshire WA14 2ZT
Auditors..
Royce Peeling Green Limited
The Copper Room
Deva City Office Park
Trinity Way
Manchester M3 7BG
Bankers..
Barclays Bank plc
1 ts1 Floor
3 Hardman Street
Spinningfields
Manchester M3 3HF
Investment Managers..
James Sharp & Co
The Exchange
5 Bank Street
Bury BL9 ODN

THE EVENTHALL FAMILY CHARITABLE TRUST
CONTENTS
Page
Trustees, Report
Independent Audilors, Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
8-12

THE EVENTHALL FAMILY CHARITABLE TRUST
TRUSTEES, REPORT
The Trustees submit their report and financial statements for the year ended 5 April 2024.
The financial statements have been prepared in accordance with the accounting policies set out in note
1 to the accounts and comply with the Trust deed, the Charities Act 2011 and"Accounting and Reporting
by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in
accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS
102)° (as amended for accounting periods commencing from 1 January 2016).
Constitution
The Trust was constituted by deed on 11 October 1989.
Registration
The Trusl is registered with the Charty Commission under number 803178.
Charlty's Actlvltles and Principal Beneficiaries
The settlement commenced with a monelary sum of £50 and is established for charitable purposes.
The Trust utilises its investment income to support a broad range of charitable activities.
The trustees confirm they have referred to the guidance contained in the Charity Commission's general
guidance on public benefit when reviewing the trust's aims and objectives and in planning future
activities and setting the donation making policy for the year.
Power of Investment
Trust monies may be invested in such stocks, shares, funds and securities or other investments as the
Trustees in their absolute discretion think fit.
Other Powers and R•strlctlons
All the assels of the Trust Fund represent unrastricted assets.
Appolntment of Trustees
Power to appoint new or additional Trustees is vested in the Trustees.
Trustees in year..
DH Evenlhall
JL Evenlhall
ER Eventhall
Review of the Year
The Trustees consider the financial performance of the Trust in the year and its state of affairs at the
year end lo be satisfactory.
Key financial indicators in the period were..
2024
2023
Investment income
Investment gainsl (losses)
Trust costs
Number of donations
Amount of donations
£83,811
(£77,561)
£8,487
34
£103,070
£73,449
1£214,7201
£8,690
27
£91,620
UJIA received the largest donation during the current year.
Nel funds at 5 April 2024 were £2,038,082 (2023.. £2,143,389) an overall decrease of £105,307 in the
accounting period {2023'. decrease of £241,580).
Aims for the Coming Year
The Trustees will Continue to review their aims annually laking into consideration funds available and
prevailing circumstances.

THE EVENTHALL FAMILY CHARITABLE TRUST
TRUSTEES, REPORT
Investment Pollcy
The Trustees, investment policy, pursuant to the Trustees Act 2000, is to achieve a balance between
income and capital growth. Capital growth is generally to generate future investment income growth.
Risk
The major risks to which the Trust is exposed have been reviewed by the Trustees and systems have
been established to mitigate those risks.
Reserves policy
The Trustees have full discretion over the level of funds distributed for charitable purposes., their recent
practice has been to distribute fully all income generated by the capital assets of the Trust in the year
in which such income is received, but depending on the quantum of requests received for suitable
donations, the Trustees may choose lo deviate from that practice. In this particular year investments
have been realised in order to fund donations in exce55 of the Trust's investment income.
Responslblllties of the Trustees
The trustees are responsible for preparing the Trustees, Annual Report and the financial statements in
accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally
Accepted Accounting Practice}.
The law applicable to charities in England & Wales requires the trustees to prepare financial statements
for each financial year which give a true and fair view of the state of affairs of the charity and of the
incoming resources and application of resources of the charity for that period. In preparing these
financial statements, the trustees are required to..
select suitable accounting policies and then apply them consistently.,
observe Ihe methods and principles in the Charities SORP,.
makejudgements and estimates that are reasonable and prudent;
state whether applicable accounting standards have been followed, subject to any material
departures disclosed and explained in the financial statements, and
prepare the financial statements on the going concern basis unless it is inappropriate to
presume that Ihe charity will continue in operation.
The trustees are responsible for keeping proper accounting records that disclose with reasonable
accuracy at any time the financial position of the Trust and to enable them to ensure that the financial
statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008,
and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the
charity and hence for taking reasonable steps for the prevention and deteclion of fraud and other
irregularities.
Statement of dlsclosure to the Auditors
So far as the Irustees are aware, there is no relevant audit information of which the Trust's auditors are
unaware. Additionally, the Trustees have taken all the necessary steps that they ought to have taken
as Trustees in order to make themselves aware of all relevant audit information and to establish that
the Trust's auditors are aware of that information.
Auditors
The auditors, Royce Peeling Green Limited, Chartered Accountants, have expressed their willingness
to conlinue in office.
DH Eventhall
For and on behalf of the Trustees
o December 2024

THE EVENTHALL FAMILY CHARITABLE TRUST
INDEPENDENT AUDITORS, REPORT TO THE TRUSTEES OF THE EVENTHALL FAMILY
CHARITABLE TRUST
Opinion
We have audited the financial statements of The Eventhall Family Charitable Trust i.the Trust") for Ihe
year ended 5 April 2024 which Comprise the statement offinancial activities, the balance sheet and the
notes to the financial statements, including a summary of significant accounting policies. The financial
reporting framework that has been applied in their preparation is applicable law and United Kingdom
Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including Financial
Reporting Standard 102.
In our opinion the financial statements..
give a true and fair view ofthe state of the Trust's affairs as at 5 April 2024, and of its incoming
resources and application of resources for the year then ended.,
have been properly prepared in accordance with United Kingdom Generally Accepted
Accounting Practice., and
have been prepared in accordance with the requirements of the Charities Act 2011.
Basls for opinion
We conducted our audit in accordance wilh International Standards on Auditing (UK) (ISAS UK) and
applicable law. Our responsibilities under Ihose standards are further described in the Auditorfs
responsibilities for the audit of the accounts section of our report. We are independenl of the Trust in
accordance with the ethical requirements that are relevant to our audit of the accounts in the UK,
including the FRC'S Ethical Standard. and we have fulfilled our other ethical responsibilities in
accordance with these requirements. We believe that the audit evidence we have obtained is sufficient
and appropriate to provide a basis for our opinion.
Concluslons relatlng to golng concern
In auditing the financial statements, we have concluded that the Trustees, use of the going concern
basis of accounting in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties relating to
events or conditions that, individually or collectively, may cast significant doubl on the Trust's ability to
continue as a going concern for a period of at least twelve months from when the financial statements
are authorised for issue.
Our responsibilities and the responsibilities of the Trustees with respect to going concern are described
in the relevant sections of this report.
Other Informatlon
The Truslees are responsible for the other information. The other information comprises the information
included in the annual report, other than the financial statements and our auditorfs report thereon. Our
opinion on Ihe financial statements does not cover the other information and we do not express any
form of assurance conclusion thereon.
In connection with our audit of the financial slatements, our responsibility is to read the other information
and, in doing so, consider whether the olher information is materially inconsistent with the financial
statements or our knowledge obtained in the audit or othewise appears to be materially misstated. If
we identify such material misstatement in the financial statements or a material misstatement of the
other information, we are required to report that fact. We have nothing to report in this regard.
Matters on whlch we are required to report by exception
We have nothing to report in respect of the following matters where the Charities Act 2011 requires us
to report to you if, in our opinion:
the infonnation given in the Trustees, Annual Report is inconsistent in any material respect wrth
the financial statements., or
sufficienl accounting records have not been kept,. or
the financial statements are not in agreement with the accounting records and returns., or
we have not received all the infomiation and explanations we require for our audit.

THE EVENTHALL FAMILY CHARITABLE TRUST
INDEPENDENT AUDITORS, REPORT TO THE TRUSTEES OF THE EVENTHALL FAMILY
CHARITABLE TRUST
Responslbilities of Trustees
As explained more fully in the Trustees, Responsibilities Statement on page 2, the trustees are
responsible for the preparation of financial statements and for being satisfied they give a true and fair
view, and for such internal control as the Trustees determine is necessary to enable the preparation of
financial slatements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, the Trustees are responsible for assessing the Trust's abiltty to
continue as a going concem, disclosing, as applicable, matters related to going concern and using the
going concern basis of accounting unless the Trustees erther intend to cease operations, or have no
realistic alternative but to do so.
Audltor's responsSbllltles for the audit of the financlal statements
We have been appointed as auditors under section 144 of the Charities Acl 2011 and report in
accordance wrth the Act and relevant regulations made or having effect thereunder.
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole
are free from material misstatement, whether due to fraud or error, and to issue an auditor's report thal
includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an
audit conducted in accordance with the ISAS (UK) will always detected a material misstalement when
It exists. Misstatements can arise from fraud or error and are considered material if, individually or in
aggregate, they could reasonably be expecled to influence the economic decisions of users taken on
the basis of these financial statements,
Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design
procedures in line with our responsibilities, outlined above, lo detect material misstatements in respect
of irregularities, including fraud. The extent to which our procedures are capable of detecting
irregularities, including fraud, is detailed below.
At the planning slage of the audit we gain an understanding of the laws and regulations which
apply to the Trust and how management seek to comply with them. This helps us to make
appropriate risk assessments.
During the audit we focus on relevant risk areas and review compliance with laws and
regulations through making relevant enquiries and corroboration by, for example, reviewing
Trustee Minutes and other documentation.
We assess the risk of material misstatement in the financial statements including as a result
of fraud and undertake procedures including..
Review of conlrols set in place by management
Enquiry of management as to whether they consider fraud or other irregularities may
have occurred or where such opportunily might exist
Challenge of management assumptions with regard to accounting estimates
Identification and testing of journal entries, particularly those which may appear to be
unusual by size or nature.
Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities,
including those leading to a material misstatement in the financial statements, or non-compliance with
regulation. This risk increases the more that compliance with a law or regulation is removed from the
events and transactions reflected in the financial stalements, as we are less likely to become aware of
instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud
rather than error, as fraud involves intentional concealment, forgery, collusion, omission or
misrepresentation.
A further description of our responsibilities for the audit of the financial statements is located on the
FRC'S website at.. htt .'Ilwww.frc.or
.ukJaudrtorsres
onsibilities. The description forms part of our
auditor's report.

THE EVENTHALL FAMILY CHARITABLE TRUST
INDEPENDENT AUDITORS, REPORT TO THE TRUSTEES OF THE EVENTHALL FAMILY
CHARITABLE TRUST
Use of our report
This report is made solely lo the Trust's trustees, as a body, in accordance with section 144 of the
Charities Act 2011 and ￿gUlationS made under section 154 of that Act. Our audit work has been
undertaken so that we might stale to the Trust's trustees those matters we are required to state to them
in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept
or assume responsibility to anyone other than the Trust and the Trust's trustees as a body, for our audit
work, for this report, or for the opinions we have formed.
ROYCE PEELING GREEN LIMITED
CHARTERED ACCOUNTANTS
REGISTERED AUDITORS
THE COPPER ROOM
DEVA CITY OFFICE PARK
TRINITY WAY
MANCHESTER M3 7BG
ao Dec ao3L
Royce P8eling Green Limited is eligible lo act as auditor in terms of section 144 of the Charities Act 2011.

THE EVENTHALL FAMILY CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5 APRIL 2024
Note
2024
2023
INCOME
Investment income
83,811
73,449
TOTAL INCOME
83,811
73,449
EXPENDITURE
Cost of charitable activities
Governance costs
107,237
4,320
96,318
3,991
TOTAL EXPENDITURE
1111,557)
(27,746>
{100,309)
(26,860}
NET EXPENDITURE BEFORE GAINS
AND LOSSES ON INVESTMENTS
GAINS AND LOSSES ON
INVESTMENTS
Realised {lossesllgains on disposals
Unrealised (losses) on revaluation of
investments
154,480)
123,081)
73,317
{288,037)
NET (LOSSES) ON INVESTMENTS
77,561
214,720
NET MOVEMENT IN FUNDS FOR THE
YEAR
1105,307)
{241,5801
TOTAL FUNDS BROUGHT FORWARD
2,143,389
2,038,082
2,384,969
2,143,389
TOTAL FUNDS CARRIED FORWARD
All incoming resources and resources expended derive from continuing activities.
The notes on pages 8 to 12 form part of these financial statements.

THE EVENTHALL FAMILY CHARITABLE TRUST
BALANCE SHEET AT 5 APRIL 2024
Note
2024
2023
NON CURRENT ASSETS
Investments
2,017,566
2,100 045
CURRENT ASSETS
Debtors
Cash at bank
877
23,959
1,701
45,675
24,836
47,376
CREDITORS: amounts falllng due
within one year
(4,320)
{4,032)
NET CURRENT ASSETS
20,516
43,344
NET ASSETS
2 038,082
2,143,389
FUNDS OF THE TRUST
Unrestricted income funds
2,038.082
2,143 389
The financial statements were approved by the Trustees on l¢JDecember 2024 and signed on their
behalf by..
DH Evanthall
JL Eventhall
The notes at pages 8 to 12 form part of these financial statements.

THE EVENTHALL FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2024
ACCOUNTING POLICIES
Charity Information
The Eventhall Family Charitable Trust ('the Trust.) is an unincorporated charity registered at
PO Box 490, Altrincham, Cheshire WA14 2ZT.
Basls of preparatlon
The accounts have been prepared in accordance with the Charities Act 2011 and 'Accounting
and Reporting by Charities.. Statement of Recommended Practice applicable to charities
preparing their accounts in accordance wilh the Financial Reporting Standard applicable in the
UK and Republic of Ireland {FRS 102). las amended for a¢¢ounting periods commencing from
1 January 2016). The Trust is a Public Benefit Entity as defined by FRS 102.
The Trust has taken advantage of Ihe provisions in the SORP for charities applying FRS 102
Update Bulletin 1 not to prepare a Statement of Cash Flows.
The accounts have departed from Ihe Charities (Accounts and Reports) Regulations 2008 only
to the extent required to provide a true and fair view. This departure has involved following the
Stalemenl of Recommended Practice for charities applying FRS 102 rather than the version of
the Statement of Recommended Practice which is referred to in the Regulations but which has
since been withdrawn.
The accounts are prepared in sterling, which is the functional currency of the Trust. Monetary
amounts in these financial statements are rounded to the nearest £.
The accounts have been prepared under the historical cost convention, modified to include
certain financial instruments at fair value. The principal accounting policies adopted are set out
below.
Going concern
At the time of approving the accounts, the Trustees have a reasonable expectation that the
Trust has adequate resources to continue in operational existence for the foreseeable future.
Thus the Trustees continue to adopt the going concern basis of accounting in preparing the
accounts.
Incomlng resources
All income is recognised once the Trust has entitlement to the income, there is sufficient
certainty or receipt and so it is probable that the income will be received, and the amount of
income receivable can be measured reliably.
Interest on funds held on deposit is included upon notification of the interest paid or payable by
the bank. Dividends are recognised once the dividend has been declared and notification has
been received of the dividend due. This is nomially upon notification by our inveslmenl advisor
of Ihe dividend yield of the investment portfolio.
The trust is a registered charty and is exempt from taxation on its income and capital gains.
Expenditure recognition
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation
committing the Trust to that expenditure, it is probable that settlement will be required and the
amount of the obligation can be measured reliably.
All expenditufe is accounted for on an accruals basis. All expenses, including support costs
and govemance costs, are allocated or apportioned to the applicable expenditure headings in
the statement of financial activities.
Grants payable are payments made to third parties in the furtherance of the charitable objects
of the Trust. In the case of an unconditional grant offer this is accrued once the recipient has
been notified of the grant award. The notification gives the recipient a reasonable expectalion

THE EVENTHALL FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2024
that they will receive the grant. Grants awards that are subject to the ￿CipIent fulfilling
performance conditions are only accrued when the recipient has been notified of the grant and
any remaining unfulfilled condrtions attaching to that grant are outside of the control of the Trust.
Provisions for grants are made when the intention to make a grant has been communicated to
the recipienl butthere is uncertainty as to the timing ofthe grant orlhe amount ofgrant payable.
Investment assets
Investments are initially recognised at their transaction value and subsequently measured at
their market value as at the balance sheet date using the closing quoted market price. The
statement of financial activities includes the net gains and losses arising on revaluation and
disposals throughout the year.
All gains and losses are taken to the statement of financial activities as they arise. Realised
gains and losses on investments are calculated as the difference between sales proceeds and
their opening carrying value or their purchase value if acquired subsequent to the first day of
the financial year. Unrealised gains and losses are calculated as the difference be￿een the
fair value at the year end and their carrying value. Realised and unrealised investment gains
and losses are combined in the Statement of Financial Activities.
The Trust does not acquire or use put options, derivatives or other complex financial
instruments.
Cash and cash equlvalents
Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-
term liquid investments wrth original maturities of three months or less, and bank overdrafts.
Bank overdrafts are shown within borrowings in current liabililies.
Flnancial Instruments
The Trust has elected to apply the provisions of Section 11 '8asic Financial Instruments, and
Section 12 '0ther Financial Instruments Issues, of FRS 102 to all of its financial instruments.
Financial instruments are recognised in the Trust's balance sheet when the Trust becomes
party lo the contractual provisions of the instrument.
Financial assets and liabilities are offset, with the net amounts presented in the financial
statements, when there is a legally enforceable right to set off the recognised amounts and
there is an intention to settle on a net basis or to realise the asset and settle the liability
simultaneously.
Baslc flnanclal assets
Basic financial assets, which include debtors and cash and bank balances, are initially
measured al transaction price including transaction costs and are subsequently carried at
amortised cost using the effective interest method unless the arrangement constitutes a
financing transaction, where the Iran5action is measured at the present value of the future
receipts discounted al a market rate of interest. Financial assets classified as receivable within
one year are not amortised.
Basic flnancial Ilabillties
Basic financial liabilities, including creditors and bank loans are initially recognised at
transaction price unless the arrangement constitutes a financing transaction, where the debt
instrument is measured at the present value ofthe future paymenls discounted at a market rale
of interest. Financial liabilities classified as payable within one year are not amortised.

THE EVENTHALL FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED S APRIL 2024
Debt instruments are subsequently Carried at amortised cost, using the effective interest rate
method. Trade creditors are obligations to pay for goods or services that have been acquired
in the ordinary course of operations from suppliers. Amounts payable are classified as current
liabilities if payment is due within one year or less. If not, they are presented as non-current
liabilities. Trade creditors are recognised initially at transaction price and subsequently
measured at amortised cost using the effective interest method.
Derecognition of financial liabllities
Financial liabilities are derecognised when the Trust's contractual obligations expire or are
discharged or cancelled.
Fund accounting
Unrestricted funds are incoming resources received for expenditure on the general objectives
of the Trust.
INVESTMENT INCOME
2024
2023
Income from fixed interest securities
Dividends from equities
Interest on cash dep051ts and loans
810
72,549
90
81,871
1,940
83,811
73,449
COSTS OF CHARITABLE ACTIVITIES
2024
2023
Charitable donations (see note 4)
Administrative expenses
103,070
4,167
107,237
91,620
4,698
96,318
GRANTS PAYABLE
2024
2023
Grants to institutions..
Charitable donations
103,070
91,620
All grants in the year were made in accordance with the objectives of the trust as stated on
page 1. A total of 34 {2023.' 27} grants and donations were made in the year, none of which
were to individuals.
GOVERNANCE COSTS
2024
2023
Audil and accountancy fees
4,320
3,991

THE EVENTHALL FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED S APRIL 2024
INVESTMENT ASSETS
2024
2023
Quoted investments
Unquoted investments
1,994,016
23,550
2,017,566
2,075,295
24,750
2,100,045
Quoted investments
All quoted investments held are listed on a recognised stock exchange.
Movements In the year may be analysed as follows..
Opening market value
Additions
Disposals
Gainsl(losses) on disposals
Net unrealised investment gainslllosses)
Closing market value
2,100,045
315,091
{320,009)
154,480)
123,081)
2,017,566
2,365,121
380,810
(431,166)
53,485
(268,205)
2,100,045
Closing historical cost
1,743,118
1,702,149
Investments held at 5 April which are over 50A of the portfolio by
value are..
2024
2023
James Halstead PIC
Youngs & Co PIC
Fuller Smith & Tumer PIC
Nichols PIC
PZ Cussons PIC
Henderson High Income Trust PIC
Henderson International Income Trust PIC
Devro PIC
Amalgamated Metal Corp PIC
387,840
271,492
358,560
310,536
170,400
221,500
130,624
196,000
118,193
114,450
76,800
147,572
121,450
DEBTORS
2024
2023
Prepayments and accrued income
Other Debtors
198
679
877
198
1,701
CREDITORS: amounts falling due withln one year
2024
2023
Other creditors
4,320
4,032
10

THE EVENTHALL FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2024
UNRESTRICTED INCOME FUNDS
2024
2023
Opening balance
Movement in funds during year
Closing balance
2,143,389
1105,307)
2,038,082
2,384,969
(241.580)
2,143,389
10.
TRUSTEES
No trustee (nor any connected person) received any remuneration during the year.
11.
EMPLOYEES
There were no employees during the current or prior year.
12.
RELATED PARTY TRANSACTIONS
During Ihe year the Trust made donations of £100 (2023.. £1,000) to The Federation of
Jewish Services (the FED), a registered charity of which DH Eventhall is also a trustee.