
## **Trustees’ Annual Report for the period** 

## **From: 01 January 2025                                  To: 31 December 2025** 

**Charity name: Viscountess Barrington Homes for Disadvantaged Ex-Service Personnel** 

## **Charity registration number: 1207850** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**To provide housing for beneficiaries,**<br>**defined as former members of the armed**<br>**forces or dependents thereof, who are in**<br>**need by virtue of disability, financial**<br>**hardship, sickness or old age, and are**<br>**capable of independent living. Applicants**<br>**should ordinarily be resident within 100**<br>**miles of Shrivenham, Oxon, or have**<br>**family ties to the Shrivenham area**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**To maintain, and upgrade where**<br>**appropriate, the properties owned by the**<br>**Trust, to ensure that active and**<br>**independent residents can enjoy**<br>**accommodation in line with 21st century**<br>**living, at contribution rates that are**<br>**affordable to those in need**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Trustees have had regard to the guidance**<br>**issued by the Charity Commission on**<br>**public benefit**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference **N/A** Para 1.38 Policy on grant making **N/A** Para 1.38 Policy on social investment including program related investment **N/A** 



Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**2025 has seen a consolidation in line with**<br>**the charity’s aims, following a few years**<br>**of major refurbishment which resulted in**<br>**a much improved housing portfolio. M**<br>**Major expenditure centred around the**<br>**replacement of two old inefficient**<br>**boilers/heating systems with modern**<br>**economic replacements, and the**<br>**eradication of damp in a 1920’s built**<br>**property. Residents have benefitted from**<br>**warmer, less damp properties which has**<br>**reduced their heating bills.**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41|<br>**N/A**|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|**N/A**|
|Investment performance<br>against objectives|Para 1.41|**N/A**|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The Trust remains in a sound position**<br>**financially, with the value of assets far**<br>**outweighing any liabilities**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The immediate aim of maintaining a £50K**<br>**contingency fund to deal with the day to**<br>**day running of the Trust, and provide**<br>**resources for unexpected emergency**<br>**events, has been achieved**|
|Amount of reserves held|Para 1.22|**£20K  on top of the contingency**|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**N/A**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**The prime source of regular income**<br>**remains the maintenance contributions**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**N/A**|
|A description of the principal<br>risks facing the charity|Para 1.46|**Our principal risks are; loss of key staff,**<br>**and the potential for slips, trips and falls.**|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Charity Commission Scheme**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees are recruited locally. This topic**<br>**is discussed regularly at trustee**<br>**meetings when trustees are encouraged**<br>**to identify potential candidates. This is in**<br>**addition to local advertising as**<br>**appropriate. Due consideration is given**<br>**to appropriate skill sets, and many**<br>**Trustees have a military background**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51|<br>**Trustees are required to review policies**<br>**and procedures ahead of accepting the**<br>**position. Attendance at training courses**<br>**such as those run by the Almshouse**<br>**Association is encouraged**|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|**Day to day management of the Trust and**<br>**its properties is handled by the Clerk.**<br>**However, a close relationship is**<br>**maintained between the Clerk and Chair,**<br>**especially with regard to major**<br>**maintenance issues. Reporting to all**<br>**Trustees occurs periodically, but always**<br>**more frequently than at the bi-annual**<br>**trustee meetings**|
|Relationship with any related<br>parties|Para 1.51|**Another Viscountess BarringtonTrust**<br>**manages the Memorial Hall and**<br>**Recreation Ground in the village; our**<br>**properties surround their facilities.**<br>**The access road to some of our**<br>**properties is owned by them, so a close**<br>**relationship is sought.**|
|Other|||





## **Reference and Administrative details** 

|Charity name|**Viscountess Barrington Homes for Disadvantaged ex-**<br>**Service Personnel (CIO)**|
|---|---|
|Other name the charity uses|**Viscountess Barrington Homes (VBH)**|
|Registered charity number|**1207850**|
|Charity’s principal address|**19 Stainswick Lane Shrivenham**<br>**Swindon SN6 8DU**|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**<br>**Office (if any)**|**Dates acted if not for whole**<br>**year**<br>**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|
||Andrew Sudlow<br>Chair<br>David Ahern<br>Martin Chaston<br>Peter Harrison<br>Paul Armitage<br>Christopher<br>Mackarness||
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– Corporate trustees names of the directors at the date the report was approved **Director name N/A** 

## Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**N/A**|||
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## **Funds held as custodian trustees on behalf of others** 

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **N/A** 

## **Other optional information** 



## **Declarations** 

|**Declarations**|**Declarations**|
|---|---|
|**The trustees declare that they have approved the trustees’ report above.**||
|**Signed** **on behalf of the charity’s trustees**||
|**Signature(s)**||
|||
|**Full name(s)**|Andrew Sudlow|
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|**Position (eg Secretary,**|Chair|
|**Chair, etc)**||
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|**Date**|1 March 2026|





VB Homes: 2025 Accounts (Summary)
£2,312.54
£0.00
£2,342.98
Transfers out
Transfers in
Interest
£0.00
£30.44
£2,342.98
£16,889.59
112,882.00
£23,100.39
Contributions
£129,771.59
Transfer to CB Loan A/C
Transfer to CB Saving A/C
Property Expense
Repay AA Loan
Repay CB Loan
To Petty Cash account
Management Costs
~15,000.00
-21,000.00
-20197.98
-10500.00
-17227.16
-1440.00
-21306.06
-£106,671.20
£23,100.39
£24,286.00
0.00
21000.00
£46,223.60
Transfers out
Transfers in
Interest
937.60
£46,223.60
£0.00
£293.85
Transfers in from Barclays
1440.00
£1,440.00
Cash paid out
-1146.15
-£1,146.15
£293.85
TOTAL CASH BALANCE
£43,488.13
£71,960.82
Net Gain
Total Interest
£968.04
LOAN ACCOUNTS
ri
£106,898.50
£105,000.00
£211,898.50
£24,100.10*
£10,500.00
£34,600.10
£32227.16 capital - £8127.06 interest
£82,798.40
£94,500.00
£177,298.40

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report ¥
Report to the trusteesl
members of
Viscountess Barrington Homes for Disadvantaged Ex-service Personnel
On accounts for the year
ended
31 December 2025
Charity no
(if any)
1207850
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended 3111212025.
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance with the requirements of the Charities Act
2011 ("the Act").
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.
I have completed my examination. I confirm that no material matters have
come to my attention (
") in connection with
the examination which gives me cause to believe that in, any material
respect:
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examiner's statement
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in order to enable a
proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do not apply.
Signed:
Date:
Name:
IGC
Relevant professional
qualification(s) or body
(if any):
Address:
S PFL &TIq £TII& E I
S'T+llIKIE M
IER
October 2018