CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 July 2024 Poriod start date To 30 June 2025 Perlod end dats Charity name: BERRY FAMILY SPORTING & CULTURAL TRUST Charlty reglstratlon number= 1191889 Objectives and Activities SORP refen(* Summary of the purposes of the charity as set out in its ovemin do¢ument Summary of th6 main activities in relation to those purposes for the public benefit, in particular. the activities, prolects or servi$ identified in the accounts. Statem8nt confimiing whether th8 trustees have had regard to the guidan issued by the Charity Commission on public benefit Para 1.17 Provision of grant assistance to local sportlng and cultural clubs Para 1.17and 1.19 Collectlon of funds to dlstrlbuto to worthy organisations Paro 1.18 Trustges have regarded guldanco of Chariiy Commission. Additlonal informatlon (optional) You ma choose to include further statements wh8re relevant about: SORP reforfjnc4 Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investhient Contribution made by volunteers Para 1.38 Other
Achievements and Performance SORP referce Continued collection of donations building up funds for meaningful distributions to worthy organisations. Summary ofthe main achievements of the charity. identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as whole. P8ra 1.20 First distribution to local organisations mada in Sept6mbor 2025. Additional infomiation (optional) You ma choose to include further stat6m8nts where relevant about: Aohievemenls against objectives set Pard 1.41 Performance of fundraising activities against objectives set Pwa 1.41 Investment performan against objectives Par8 1.41 Other
Financial Review Review of the charity's financial position at the end ofthe nod Statement explaining the policy for holding reserves statin wh the are held Amount of reseNes held Reasons for holding zero resee8 Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going con¢em Para 1.21 Funds of £38293 hald Par8 1.22 Building up funds for future distributions - first distribution8 mada in Se tomber 2025. £38293 NA Para 1.22 1.22 Para 124 NA Para 1.23 NA Additional infomiatlon {optional) You ma choose to include further statements where relevant about- The charity's principal sources of funds (including any fundraising) Par8 1.47 Investment pollcy and objectives including any social investment policy adopted Para 1.46 A description of thè principal risks facing tha Charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts: Type of governing document (Ii.)bi C.eeE.. i o'..a. k'.1 iar... How is the Charity constituted? P8ra 1.25 TRUST DEED Pard 1.25 cio Trustee sel8clion mèthods including detsils of any constitutional provisions e.g. election to post or name of any person or body entided to appoint one or more trustees Para 1.25 ANNUAL REVIEW Additional inforniation (optional) You ma choose to include further statements where relevant about= Policies and procedur8S adopted for the induction and training of trustees Par8 1.51 The charity's organisational structure and any wider n81work with which the charity works Pard 1.51 Relationship with any related parties Para 1.51 Other Reference and Admlnlstrative details Charit name Other name the chari US8S Re istered charit number Charity's principal address BERRY FAMILY SPORTING & CULTUFiAL TRUST 1191889 4 KING SQUARE 8RIDGWATER SOMERSET TA6 3YF
Names of the charity trusloes who manage the charity Dates actod Sf not forwholo Trust•• nam6 Office Ilf any) Namo of person (or body) •ntltl to a oint trustee if•n MICHAEL BERRY DEBORAH VILLIS JODIE MAISEY 10 11 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the re Director nam• ortwasa roved NONE Name of trustees holding tiue to propety belonging to the charity Trustee nam• Date8 acted If not forwhole NONE
Funds held as custodian trustees on behalf of others Description of the assets NONE held in this capacity Name and objects ofthe charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safa custody and segregation of such assets from the charity's own assets Additlonal Information (optional) Names and address08 of advisors (Optional inforniation) Typa of Name Address athiisar Name of chiof executlva or names of senlor staff members (Optlonal Infom)ation) Exemptions from disclosur• Reason for noTrdisciosure of ke er60nnel detalls Other o tional infonnation
Declarations The trustees declarn that they havo approved the trustees, report above. Slgned on behalf of the charlty's trustees Slgnature(s) Full namg{s) Position (og Secretary• Chair, etc) JODIE MAISEY CHAIR Date FEBRUARY 2026
CHARITY COMMISSION FOR ENGLANO AND WALES BERRY FAMILY SPORnNG & CULTURAL TRUST No I;. 1191889 Receipts and payments accounts CC16a For th• p•riod from To 1 JULY 2024 30 JUNE 2025 Section A Receipts and payments UnrtrICted funds ttsth• noaro8t Restricted fund¥ Endowment funds Totsl lunds Last yoar tothp no•ro•t £ tt1 th9 Or••t£ to Iho n•ar88t£ totho t)•ar•st£ A1 Recelpts DONATIONS GIFT AID TAX RECOVERY INTEREST &ooo 1,250 386 5.1100 318 tot•l(Gross income ARJ 6,fj36 2 Assat and Intmont sales. {8•• tsbl¢). Sub ft>tal 6.636 6,$68 Sub fotal A4 A¥8et and n8•nI purcha80s. so• table Sub total Totslpaymen¢s Net of recelplrfpayments) A5 Transf•r8 ben funds A8 Cash funds last 5wr •nd Cash funds thls year 6,636 6,636 31.657 38,293 31,657 38,293 25,089 31,657 CCXX R1 actounis {SSI 1910212028
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to tswr8$te R85tricted funds to £ Endowment funds I¢*n•t £ Categories Details CASH AT BANK Total cash fvnds 38.293 4XrS?) OK Regtrlcted funds Unrestricted funds to n•arost£ Endowm•nt fund8 to nMreffj¢£ Dgtails to noarost£ Fd to whlch asset b81on Cwt loplonall Cuwrontvalue onal Details B3 Investment assets Fund to whlch •etblOn Cost loplonall cuvrnrtvUfj onal Detalls B4 Assets retalngd for the charity's own use Fund to whl¢h ILrybMI Detail$ Amount du• on B5 Llabllities SwJn&Y by one or trustees ¢J) behalf of all the trustee5 Pdnl Name Date of JODIE PIAISEY 26.2.26 CCXX R2 8(tounts ISSI 1910212026