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2025-03-31-accounts

CHARITY REGisfERED L¥UMBEIL. 2(n524 FITZGERALDCHARrrY TRVSTEES, REPORT A,YD FINANCIAL STATEfvIENTS FOR THE PLRIOI) ENDED31 MARCH 2024 S J PIC'.KL1P & C'O. CHARTERED AecouNTANTS LONG ACRE Mll.'foN STREET POL£GA TF. BY26 5RW

FJTZGLRALD CHAIUTY FOR TIIW. PFRJOD LNDED 31 MARCH 2025 CONTEYTS P•8t tThlepLYMltoi Examin&8 Rep)n Sta￿en1 Ol'finana￿ S*Èivities Ikthiled W￿]Y$l$￿f funds tWanc¢ shert Nth¢s

FITZCERALD CHARrrY TRUSTEES, AliNUAL REPORT R THE PERtOD Ef4DED JI ￿L￿RCH 2025 Thi Tn￿£￿ts PN5cnt thcir rcp(W¢ uDd the fin￿¢￿al siatemenis of thL. Cknritv for tIK' PLriLKI 31 March ?025. Th¢ hav¢ adopted thc pruTrisions of th¢ ￿81CMent ot. R￿OrnMeNded PNLtic< IS()RPI Aicounling a￿1 Reporung by ChaTitiLs- IPRS IU21 in prwing the annual r¢wrt and lin￿(11￿ ¥tstunLxilJ thc ¢bAriiv. Strne￿￿e. Gov¢rnant¢ M•nEem¢ni G<)¥ttning docum¢n¢ Lh#ri¢V W&8 m•t¢d iti 1858 llnd hs and duties are LYJrrently dcfjned by Scheme of GovernanLL doted 17 Junc 20N. In addilion ihe T￿$[ee8 tollom, Ihe Alm1F￿lISC A59)ciation Swidards ot. Alm8hou%. ￿￿4¢M¢nI ?023 ofon maLi¢TS not ¢mreTed lTh' our 2tX14 k.hLmL uf (io¥irnLill¥¢. rhe ChariTh' is constituied ds ¥n unincL)rporated Charity, And i& r¢EuI￿[￿l by th¢ Chgrit) Commission ti)r F,ngland ond w￿¢9 Itl¢(cren¢L Ni umber 2Q75241. The C'harity is JJ150 ODSWtrablE to the Na(iond Rlgyluior ol ttQU5ing {regisr¢r nwnbcrA2i63 Organisation A b(wd nf 9 TnL%tsEs meet quarteFly to mdmini￿¢r the Clwity. lTh¢ d￿-to-daY manB8cmeM 5LNCe ofthe Chariiy is IrriL4 oui unJL'r LonlTaL'I wilh the par￿hla7 Chiirch Council of Suiiun wilh S¢aford, Finarcial 4eTYice% prO￿d01 by IOLUI firm olac¢owilani& A 5o¢ul consttitynt dea]s t4.ith major ¢¥pi￿[ works, prwing all ihe dr>cumenwion frff .1 Tues' 8pprnval. To el￿￿e 211 Chariiv ￿litICS ur¢ ￿ tt) d51￿ the Chttril t5 r¢8islertd with Iht Alrnshnuse Aswciaiion IRegi5tration NumbEr 22(>i. The invcstsnertl p(Inlolio is m8naoed bv F.&srl>nurnc inTrc4trnLYt mondgfr. Clwles %thnky Its ad¥ix on inv¢suDeni sv&ie8y In the118ht uf rnwkLI i0￿j1L10ll￿ Bibk policy The Trus￿￿ httvc ¢x#minLd th¢ muior busin¢ss and operntiondl riskg which the Chorily t￿¢$ and ¢ontirm that S￿lEms hnve ￿￿blished to ihe risk5. All polk.irs arc rrvi¢w¢d onnually. Objeaives and aaivitieg I'he C'.hariiy ¢urrmily pn)Yid¢5 14 afford&blc homcs In l.'itsgernld Hwse. Seaford. These are lei orL Lhllryes wLll beloiv maTkei levels in aewrdane¢ with (iovirn￿ce guid0￿¢ on x)cial IM>4L%ing rent le￿1￿. Thc Chwii). has been unablc to mmkt new leithn¥s' io outsiders while il Eoes thn)Iigh a rollin¥ PT0￿4MMe of internal decanting gnd rurbishmcn4 1¥)rnurlng its respoDsibilillts Loy'ards current kesidents. This 8hotkld come io in 2025ll6 WL Lwn new Xe$idenL4 tnr ihe fir%i time since 2UI 8. "I'he of (iowern•xe detemiin&% the ¥riièrl4 th￿.1"[￿51¢¢$ use in a¢¢ewin$ applicants onto th¢ w¥itiftg IisL In ihc ¥utr¥'lN year flats 10.11.12 & 14 ha￿2 LomplLIL' rcfurbishlljcni attd were handed over and 1t.let in June Hnd Jul% 2024. Th15 enabluj us to ¢kL'ani blats &9 and urry oui siritH)ui wDrk5' tJi¥ knd¢r dKximenLS for ihi4 l&%t ph&se rould br dT3INW UP I￿ full kwivl¢d8¢ of lh¢ ￿ruel￿￿5 condition of Blrtk- 2. A% a u)nsLquencc 10 ofihe 14 Ila15 have in fulli. bmught up 10 tK'¢cffl HomLs Swidurd. Afi¢i comp¢titiv¢ ienderin(p ro 4 local lorge c(Miractc￿k ￿ 27 Nlarch 2025: TrustLY& appoinicd Bithup & Lcveii io carn oui ihe ¢ontTaci Mhi¢l% lei April 202.$ with 8 slu11 (>n 5ilL on 12 Mav ?O?J. 'l-his rnade pokstlTrle b). the Almshou5c As%Kittthn giving us an ini¢resi-fTe¢ loan of £ IIy).(KM) repayable over 10 year8 and whiLh h&4 cnfftblcd the Chariiy io mainiain Its hi8h Sta￿JardS ol'work lonsi￿lIY through all 14 n#ty. Fullu￿.￿n¥ 2021Q?'s Lompl#l¢ revision ofihe busin¢5s plan. the Charity haJ continucd ￿ IivL WLII M'ithin its rLvLmu ittioxoe derivtsj Irom 11% mainienarte chaiges onl}, th¢n raTr>'in¥ 4 v&uni tlats lor th¢ cn¢iTt )'¢ar and an inuwsing Courtil Tax penult¥' because of thc l¢n¥tli thc tldL% n'muin %#wii owgiiing or und¢rgoin8 work& Dividend Income Page I

FITZGERALD CFIARrrY TRUSTEES, ANfLIAL REPORT Iconiiau￿Il FOR TFtE PERIOD LNDED JI MARCH 2025 from the si&nificonl invEStrneii¢ w￿[￿110 301ely to pro¥id¢ the ltsndy fv thL refurbi¢knmeni pn)¥ramme for all 14 flats and leave a ￿LdUL which H'ill be buili up OWCT ihe curning #s the iDrome Icycl rc¢uTns Io IL4 m&ximum l]cn ￿7 14 flats are o¢¢upieLt Folloin¥ the retirement of 3 7"n￿Let$, we appoift￿.d Dr Jv Mart)'r, Mts. Susi)n Sl4d¢ 4nd Nlr. MgTk (.'heal to replaLE thcnL bringin8 Telev¥nt skills and extrtise LO the Floord. h&ve mainaiYK.d the full eomplemert ofTru51e¢5 forthe emir¥ YLW. inwel#l revknw Inv¢Mmeni polity The aim oftht Chorily'5 In￿￿LmethI porttoSio is ts) provide an 8¥reLxl and ¥oDsistent la¢¢errtin8 that this rdum H'ill nu¢luoie accordin8 10 8enw81 markei LQTOtiion$l. ID lin¢ with th¢ Charity's lokn¢r risk. approa￿"h. 'Ih¢ Chadiy l0111)I1s an l'thical inve.siment FM)li¢)' and wi51 noi invL51 in I)r￿MiS￿lI￿n$ %upportiDg amis munu[￿LurSn& produ￿￿1 nl'ivbo¢w or the pronjdion ofg&mbling. Flowcver. a Milesto￿ rea¢h¢d durin¥ this year ￿hen lh¢ losl iranche ol'our 8hwe wrtfolio ￿.&5 Lin 22 Au8uM ?n24. rai￿7￿% £319.884.96 whiGh is held on an inlLMtM-beaTill8 wuDI by c￿￿1¢￿ Sianley until rtyuirL￿ io ￿Y tor the finai ¢onirau on 6-9 C￿& R￿r¥cl policy li is tk. ￿)11¢¥ of the C.h#Tiiy lo Main￿1￿ Unn.￿n¢￿a iTrhich are the tree re￿rvL¥ of tht chttritv, a Itvel which LqJj￿L￿ iu artyTrrtyximatclk Six monihs thiffstrict¢d ¢xplndlDJ￿. This proyidu suffiLieni Lvvcr ana8¢meffi And admini51T8tion and support c051. Fix¢d W¢L% Thc-l rusic¢s iLill5ider Lhoi the market value of fr¢rhold knd Wkd buildin85 Is In txee%% of ihe amount Shown sti the oitn18 bu4 &8 thi5¢ are used in thc chariiieg 9¥111'ILi¥S l￿d di5poy¥]5 8r¢ envi￿8¢& thc ¢XL¢.5S is nix gniflr4nL Pl•D$ for futur¢ perlodi The"I'rustoes hav¥ L￿red fLY th¢ fourth year 202￿25 h&s o EdlanLI mryemeni and ruainienan¢e btxlgel. after SLVLy￿ jea￿, d¢tlClLS fLNuired diwdend 5ncomL U) balan¢e the bookk Substsntl81 refi¢rbishmertt wll ¢oniinu¢. with ihe final 4 tlais1&9 ¢on$l undergotng ￿[￿¥bishrn¢nl durin¥ ?025126. paid for oui of ihe investmLTt p4)rtfolith It is anticipalL￿ thai this rrf)rtfolio will be Teplen58hiYJ #r￿uallY in tillure. from JUTpIu5¢s madL i>n Tunning thE Chttriiy. %vh¢n all 14 tItsL% 8crKrate their tyll ¢xr&iliiy, Thls &r￿egY will ensu￿ liitrgernld jes￿v is SU5¢hln¢d for th¢ n¢xi gener&lom and r¢portillg n5pfjtysSb51hl The Trus￿ are re8ponsiblL for prep2rin8 ihc Trustees. Alln￿1 Rcp)n Dnd ih¢ finwial thl¢m¢ftis in &¢ordan wilh opplbcable law tUKI Llniied Kingdvm A¢¢ouniin8 Srandards ILlnid KsTrgdum CicneTallv Ac¢cOixl A¢¢ouniing Pnhai¢Q). 'fhe laTh' HppIl￿b1k its chgrilies in LnIl￿d and Wale% rLyu&fLS th¢ InWe￿ to prcparl linar¢sal 8tstemeM for each tin￿￿1¥1 t￿ri￿1 w'hich gi%E u Iru¢ and f￿r of yl4t¢ ol's)ft&irF of thc ihariiy and ot. thL iDiOmirt resuuN¢5 Omd applic&ion ol. rLwifies of the ￿h￿ri1>. foT Eh￿ [Kri￿J. In preparing ihe8e fiywirial $4aLemeMS. I￿. trustees 8Te requircd to: st1￿1 suitttblL ttLKOUnting wli¢l¢s ¥pply them c(ffisi$t¢ntly: ob5en'E thc mcthods and wirKiplc8 in thc c.hllr5tl￿ SQRP 2019 (I.'RS102}: tn#k¢ jud8¢m¢ni% and es1imH￿s ore rt&wnJblL & prud¢nL Page 2

FITZCERALD CHAR TRiiSTEES' AliNUAL REPORT ICorttinuL.d) FOR THE PERIOD EP4DED 31 MARCH 2025 tste applicable aLX4yJntin$ stsndard8 have brtn follow￿ subjei( to 4ny material d¢pa¥tunx di%loJed 8r¥i explained in thc fin￿￿1￿] stht¢ments: -pwMrc the finoniial on a going COnLLrn b&sis li is in&pproprbaie 10 presume ikni th¢ chariiy ill tnniinuL in ortraiion. The tnLSILes arc responsihll liir kn.¥ping proper aCUXthiing re¢ords wthLLh dib¢lose with rttts(>nabl¢ acLuruLv ai any lime ihL financial rK>siiiipn of thc Lh&riiy 8nd cnoblL' thL￿ JLure thxt tht fin￿￿¢1a1 ￿￿￿terne￿ts corRply M'ith lh¢ Chariii¥s ALI 2QI l. Charity (ALLOWl¢S and Report51 lic8ul￿1(iTh￿ 21)08 ond thL pro¥i510n of thc tnLSt dcd. L'ly are dso rcsponsible for sategudrQin8 Ihe &$5ets ot ihe iharily and hence rvr tskirtg reag)nabl¢ sws foT tl ptev¥rtkon aTrJ de￿IOn of frdud and other inrgul4ritie& Mr5 VS While RLry J IlollinpwDfth Mr C Grimble Ichainnan) Mr M IArnprecht {rctircd I Sep(¢mber 2024 M¥ Mairln Cthlleftry Irdirrd 6 November 20241 DE Aiin IAtham (rnÉTcd l E.'eEfuary 2n25) Mr b L'fhOm￿n Irs Susan F¢arJ M$ Sl¥Jc 13 DClL￿b￿ 20241 Dr. Joanne N4ynyr {apFK>inied 13 DL%L'mlyer ?1124} Mr. MArk L'h￿](￿P0in￿d l Awil 2025) Approvcd by th¢'fnost¢uon 10 Jul) 2025 ygned on its behaifby: Mr L (Trimble P4e3

INDEPENDENT EXAhllNER'S REPORT TO THE TRUSTEES OF FrfzGKRALD CK4RrrY FOR THE PERIOD ENDED 31 MARCII 2023 l T¢F¥Kt on the accou￿ wbich Are sd on pages 5 to 13 Respe¢tivt resytynslbSll¢lu of the Trusteos ttd examlner Tr TA￿1¢5 ue respjnsible for th¢ preparati￿ of thc accowts. The Trustees wisld¢r that an audtt is D(rt requiTwJ for this year ￿nder section 144(21 of tbe Cljariiies Act 2011 (the 2011 Act) and an inde￿tht ex9min￿loD is needed. li is ftly t¢sp¢)nsibility to: Examine the accounts under ￿110￿ 145 of the 2011 Act. follow the proth laid down in the gen¢rnl directi0Tr8 Biven bv th¢ Charity Commission (utsjer section 14515Xb) of th¢ 2011 Ad): and 9￿C whether Fmrticuiar mott¢r5 h8v¢ come lo my attention. of llldeptndeNt oxmln¢rfs report My exami￿ was c4rried out tn accordonce wilh th¢ G¢n¢ral Dlrtttithis given by the C￿lty Commissio An ex￿IDation includes A review of the aCCo￿tIng r¢¢ords kepi by the ch&rity and a Wmp9ri￿ of th¢ ounts presenkd with those records. It also includ¢s ¢Ort$id¢Tation of any unusual it¢ms or di￿10￿¢5 in the raounts. and s¢¢ktng explanations from you 45 Trustees concerning any such matters. 'fhe pr￿￿￿[￿% undertaken do not Fyovide all the evidence thw would be requtred in an audit. and consequentty no opintoll 15 given &8 to whether the llccounts preseni a.true and fair view" ond the rem is limited to thoye sei out in the swement below. llldtpeDdeknt ¢xffji0e￿$ 6tstem•n¢ I have compleied my ¢xArnination. I cottfir￿ thttt no matters have io my uttetttion in CODlleth with the A&mi￿u0ll giving mc cause to b¢li¢v¢ in any matrrial res￿. l. accouDtm8 rttor¢Ls were kept in resp￿[ of the company as requir¢d by 5¢rtTOll 386 of the 2[￿ Act: ¢Y 2. the ac<ounts do no¢ ttcwrd with those ￿￿Td$. or 3. th¢ xcounts do ¢omply with the a￿OUDlIng reqpJiTements of sertion 396 of the 2(M)6 Act other than any requiremeni th8t the accounts 8lve 8 'true Al￿ fair view, which t$ not a matter considered &% w of ttn indepenthrtl ¢xaminalion: or 2. the Accounts have not been prcparcd in accordanee with ih¢ methods and prin¢iples of the Statement of Reeomm¢nded Practice for ac¢ounting and rewrtlng by charitie$ applicable to charities prepwing their accouots In wtth th¢ FipanciAI Reporting SI￿dard applit#bl¢ in the UK Rcpublic of Ireland IFRS102). I ￿ve DO ￿n¢¢n￿ athl have Come tcro$3 ng oth¢r nJ¥llEr5 in connection with the examtnation to wbich ￿tt￿llIon should drnwi in this report tn othto ¢Toble a prDper understsnding ofthe t&eounts ￿ be reth Bne Bird 6 Downside Clc 10< 2.25 KILY BN20 8EL Page 4

vvrzGERALD CHARITY STATEMENT OF FINknCIAL ACIIVITIES Iif¥CLUDING INCOME AND EXPF.NDITURE FOR THE PERJOD ENDED 31 MARCH 2025 Totsl Tol#l L.nrn$l'd 2024 IDe•mt Aod fDdovThents frnm: Msjiotrtwice Corrttibution5 58.041 58,041 51,331 Invewner 19.301) I93N) 24.656 77,401 77.401 75.987 lialslThg funds 1718 2.718 Choriwble ￿lIVitieS 54.)79 54.579 46.1tr) Total resources ¢xptMdtd 57297 57297 53,795 In¢rTre frnth Aorm81 oper•tion$ 2(J,104 20.1( 22,192 Nd108s un invesm¢nts 12.64¥) 12,6481 (262} Not mowtment In fvnds 17,456 17,456 21.930 TotHI fllnds brougbt forvard 1,858.438 1.858.438 1.836,507 i.otal eArrled forwATd 1,875,894 1.875,894 1.8$8.437 All incom¢ and ¢wndiwre derivL from wntlnuiD¥ aciivltle& Pa8¥ 5

FrrzcERALDCMARrrY STATEMENT OF FINANCIAL ACTIVITIES DETAILED ANALYSIS OF MOVEMENTS tN FUNDS FOR THE PERIOD ENDED JI MARCH 2025 2024 C>eNtrwl Fufjd tienerdl F"und 14a13n¢e Rlf urp1￿9 lor IhL ￿ri￿a R￿l$ed Trnnsts ts) 8t)othix h¢adiug 1,621.752 1.4H.242 72.1 116.543) 171,862 13,6271 1.812.095 1.621,7$1 lThYe%tmMt falr YAlue fuDd Inir%trn¢nt tair i"uluL orthifig balance Mijvetnilli In iunds 'rrangter tt) pnTrth¢r h¢vdin8 134.140 244,096 14,649 (124.M)51 1134.1401 134,14 C.haritblt I￿Nd wery¢ Lhariiaiile Property opLnlng b81 28.tXXI 28.0(K) 28,( 2&(XM) E%tTaordlnry ￿￿1r$ r¢s¢rve I:xtroordin8ry rcpairs opcnirsg 1xifi￿(C Mo¥'¢menL in thnds "I ransf¢r 10 anolhcr hcadir 74.546 979 {39.726} 120,169 1,6M (47,2571 33.7 74.54h Tot￿ f•Dds wi JI Mreh 2025 1375,894 1.11511,437 Pw6

FITZCERALD CHARITY DAIANCE SHLET AT 31 MARCH 202$ 2025 ZlJ24 Tanglblt fixed amtts Tun&ihlL &b￿lS InwestmeML8 l J75.792 984.386 4i4,¥54 1,411.5Y 1,439240 C￿r￿￿t w¢ts rkbLof5 klai)k Accoutlts" 3.1193 462,839 2J30 419.633 465.932 421.￿3 Creditor5 Amountf failingdsje within 1,630 2,766 Net ciirreDt 4S5ets 464J02 419.197 Tot1 t￿rren1 Il•bllltl 1.875.894 1.858.437 N¢1 8s5ets 1.871.894 1,858,437 Capltsl fuDdo lJnrestri¢ted fiN15 1.875.894 1.85¥,437 Tothl fvnds 1,87S.1194 1.858.437 Approtd by ihe tThett on 10 Ju]J 2025 and si8Th¢d on its Mr ('. (irimbi¢ The annexed noiLs fonn ulthese fmancial stamcn Page 7

FITZCERALD CHARITY NOTISTO THE FINANCIAL ￿￿TEmENTs FOR THE PERIOD ENDED 31 MARCH 21ns Ar¢ouThtint polklts Tht Lharl￿ c0ll81ilul￿g a publi¥ b¢n¢fii enliiy os detincd b) l.'RS 102. Th¢ tinanciul 4tstcmcnt5 h&¥e b¢¢n pErP￿￿1 in glwrdance Thith Accountir)g Ilepoff inR bv Chari¢ic5: s￿￿Ment ol" RE￿￿Mm￿ndLa Vrac¢i¢e &ppliu]blL ILI Lhariiies preparing ihcir &Li4>unLs ui a¢cotdance ￿1th thc l.ln8nL1￿ Reporiing Swidard applicable in tht IJK and Kepublkc ot- Irelund IFL%IO?l issu¢d on 16 2014 1&$ upd21¢d through Bulletin I publi¥kn.d un 2 1.ebryary ?a I b and lipdatc Ilullclin 2 publlsh¢Q on 5 (k-lober 20181 the FiTranLi81 Rcporting s￿ndard oppli¢•bl¢ in the l..niied Kin8dom llrtd R¢publii ol. Irelaod IFR5102L tho ChaTiti¢s Aa 2UI l and c￿erall) Attep¢ed PrdLtii¢ tsy it applies trum l Jwiup4 ?01 ?. The chariry h&% 8pp1iL￿ LI￿8$¢ Ilulletin l publi%￿d on 2 February 2016 and dots not ltydude a ¢&xh now stu￿rne￿i on thi ￿OundS it 15 ar•l>itt8 FRS 102 Seetion IA. ThL' fitwnL"Éal sia(¢m¢nl$ are prcparcd on a going concun basi5 undcr the hi￿Ork￿l ¢onN'iniion lfflodlfled ) in¢lyd¥ ¢¢nain items ￿ fair v4luEI. TIK, fin9nci￿ ￿ateMentS pr¢s¢ni¢d in Ateriinx wthtch is the fi￿ctio[￿l cunEllL7 ofthe ¢h8riry roundLQ io the nearest pound. Tbc si8nifJ¢ani ac¢ountlng policics applied in the preparation of financial qtstcmeni$ 8r¢ set out helnw. Thow poliLi¢y hu¥¢ be￿ wn5tsientlv applicd 5"¢￿ ￿nIts5 ￿her￿.￿se staled. ltteomthg rt8ourteJ AII *IKVTIllti¥ r¢sourtts are includcd in th¢ SOI.A w,hen charity is legally rDtlil¢d ￿ th¥ inwme and ihe amouni Lan bc 4uaniifJed with r¢&yon•blb 4LcufdCy. Rtstsurcc5 t￿￿￿￿ All cxpendiluR is account￿1 foT 8ccnwls b&si$ and Iws b¢¢n ¢1&%511ied ut)d¢r haiw ihai aggregare all co5t5 IVI￿tr￿ 10 lh¢ ¢aiegoTr Wherc rosts ratU)OL be directly tsttributl'd to parti¢ulLr headin thcy hai'¢ b¢en all{K￿ed 10 aLiivliiLs on tt basis ¢onsi%tenl with use of the rewureLs. Tanlible fixed Asytts ind deP￿lAtION Tangsble f￿¢d ￿￿.¢5. 8r¥' staitd ai ¢osl 1&5 dLrKe¢iation. De￿￿1￿10n Is. provided ai talculated t rfte otrthe c05t Icys cstirnaied resithJ81 i•lue of c¥h awl Over1￿ u<pect¢d uscful life. folloms: I.￿d and buildings. Frc¢trx)Id bu¥lding under ex￿Ls[We retirtjlshment so n depreci￿]0￿ providcd. Fixttjres 4nd l.itiings- 10 % perannum of co PoKe 8

FITZGE￿LD CHARrrY I%OTFS TO THE FINANci￿ STATEME￿.[5 Icimtinuedl FOR THE PERIOD ENDED 31 MARCH 2035 ieneral ar¢ unr¢stri¢led fuN15 which are av4llabl¢ ftr use rt the dlictii)n iTrf thr truyiers for particiilar purpo-4&& I'hc fill10b￿¥ ￿ndS ure ￿￿) maTnt8in¢d: FKThordirsttrv Rcp&its K15cTrc. Ihi5 1$ rcprescnted by ¢enain tnvestments ￿1th￿n thL po￿0110. Char￿b]e Resen'es Fund retle£t5 6 monihs. norm01 exp¢ThliturL.. Incs￿¢￿E li¢sttwt agrtts ￿ Ehe unre¥oglliqLd ￿}lL8 m#dL' ¢h¢ inV¢sD￿nIs. Irwtu¢ fn)m investmenls Is octhunted foron an ￿T￿￿$. trAsi& Grants received "I￿ Ilvysing Is pwd by ihe HO￿￿1￿¥ Cowratiots to reduce the CO￿ of dev¢lopm¢nt and is. th¢relore showi as a deduLliDtt frum the how%in¥ ()n the BJlttnLL 5h¢ci. 11 is repa￿able under cenain £ircumsiancek primaril) tullowin¥ ihE sale ol. Ihe prorrtny bui will k. to Ihe n¢1 proceed5 ot. sal¢, Rot'd Incomt Funds UBrest'd Totsl Total Fund5 2024 202$ 2025 M#inicnwLfL if)ntribuiions SX.1>41 58.041 51J31 38.ts11 511.(M 5 51JJl InvestheJEt tneome DI￿1((C￿j5 InttrLs1 5292 14,068 19,467 5.189 14.1)68 19.36 24,656 21125 2024 Income trom oth¢T fix¢￿ 4¥5¢t inv¢stm¢nLY 19,360 24.656 P￿￿9

FITZCEk4LD C'HARrrY N01"LS TO THE FINANCIAL STATKMEKts IConiinud} FOR THE PERIOD END£D 31 MARCH 2015 Expe#dltvre on r4lfjlug 2025 202J 2024 Portfolio TnbnaRem¢llL ¢0 2.718 7.086 2.71A 7,6¥6 xptDdhllr¢ OD cl￿rItable o¢dYS¢k1 2025 2025 2024 e$and￿ Insurance l.ighi he41 i.046 2.4i9 9.838 4(11 s.7￿) 11.(A4 4.249 2.335 2,621 REP￿tS and maintenanLZ PTryKrty ThanaguTr¢nr L¢gal and pr£)fwioM] LkpYeLiatio L0551{PrDfii) OD di￿05 Rent Ilank ihhrge5 Su￿rI￿tiOns Rernov41 cos1S 4.752 15.494 1.968 (9971 135 1,855 98 680 1,19? 2,f)74 2.823 62(KJ 54.579 46.109 Pa8L 10

FITZCERALD CHAIUTY NOTES TO THE TrINANCAAL STATEMENTS Ic'cNiiiLuGd) FOR PEIUOD ENDED31 MARCH 2025 'rin8lble Ilxtd La#d Fi¥tures BulldlnES Fltting$ TDtal Ai 26 March 2(124 AJdiUons r)iSF4)sals ,11)0.036 393,¥23 31.Y47 l.lJl,983 393,823 {2? 1511) {22.150) At 31 Mareh 2025 ' 1.493.¥3 9,797 1.50i,656 t￿p[￿la[10n. AI 26 NIDrch 2024 CTh8rBe for the peTi( Ih disposab 119,384 147,597 1,855 {21,5%8) 1,1155 121,5881 At 31 Mi￿¢h 2025 119.384 ¥,48U 127.864 N¢1 book volue: A¢ 31 March 211?5 1.374.475 1,317 1,375,792 At ?5 March 2024 8U.652 3.734 984,386 The Almshouse w&s collstruL%Ld in the Nineie¢nih C¢Dlurv. Thgr¢ is no record of ori&lnal ¢0￿. "llir th)i'e deuils r¢lai¢ io Impmvements carried oul. whiLh w'crL 0ri8inally fvndtl by a Iloubin¥ LuTpurduott GrJnl of£i19.384. Flxed I￿t inve¥¢meBts L15t4d C03T Ai 26 March 2024 A4diiions Surylus on revaiuatio¥J rJisrK)4al8 454.855 97 14?2.7371 Ai 31 fvlatLh 025 35,8 Net Book Vali￿$., As ￿ 31 Murnh 2025 35,8 As th 25 March 21r24 454.855 P￿¢11

FrrzGERALD CHARITY NOT&S TO THE l*lJYANCIAL STATEMEYfs Iconiinued) FOR THE PE￿￿D Ef4DED 31 MARCH 21ll5 In the 8tr&)i'c Inve￿men1$ are fvnds desiwed 10 NAACIF Extrwrdinary Repairs of £120,169 12U24 £168.463). Ikbton and prtpayrnents Arn￿fits fdling ont ytor. 2023 2024 Other d¢bio Prep&>menLS 1.125 1.96U 2,330 3.tr)3 Crtdltors AmounLS fallin8 due wiLhin year.- 2024 Swidrn credliors A¢crnds And tk.fcrred Income 1,3¢J7 323 2,149 617 1.630 Pog¢ l?

FITZGERALD CHARITV NOTE5 TO TFtE FINANCIAL STATEMENTS (Cot)$inu￿) FOR THE PERIOD ENDED 31 MARCH 2025 Fl*•nclal 1Trstrnment¥ The company had the followtng financlal instwlenis: 2025 Financiat assets at fair value ilrough protil or loss Fixed gsxl invts(m¢llls 35.8 454,854 Financi￿ tL55ets thtti we debi instrumenis measured ai amortiS¢KI LOSI Other debior5 3,093 FirwJ¢ial liabiliu¢s measured • amonised ¢0 ()thercRdiio IJ08 2.151 I J08 2.151 Pa￿ 13