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•n*Eem¢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￿$[ee8 tollom, Ihe Alm1F￿lISC A59)ciation Swidards ot. Alm8hou%. ￿￿4¢M¢nI
?023 ofon maLi¢TS not ¢mreTed lTh' our 2tX14 k.hLmL uf (io¥irnLill¥¢. rhe ChariTh' is constituied ds ¥n unincL)rporated
Charity, And i& r¢EuI￿[￿l by th¢ Chgrit) Commission ti)r F,ngland ond w￿¢9 Itl¢(cren¢L Ni umber 2Q75241. The
C'harity is JJ150 ODSWtrablE to the Na(iond Rlgyluior ol ttQU5ing {regisr¢r nwnbcrA2i63
Organisation
A b(wd nf 9 TnL%tsEs meet quarteFly to mdmini￿¢r the Clwity. lTh¢ d￿-to-daY manB8cmeM 5LNCe ofthe Chariiy is
IrriL4 oui unJL'r LonlTaL'I wilh the par￿hla7 Chiirch Council of Suiiun wilh S¢aford, Finar*cial 4eTYice% prO￿d01 by
IOLUI firm olac¢owilani& A 5o¢ul consttitynt dea]s t4.ith major ¢¥pi￿[ works, prwing all ihe dr>cumenwion frff
.1 Tu*es' 8pprnval. To el￿￿e 211 Chariiv ￿litICS ur¢ ￿ tt) d51￿ the Chttril* t5 r¢8islertd with Iht Alrnshnuse
Aswciaiion IRegi5tration NumbEr 22(>i. The invcstsnertl p(Inlolio is m8naoed bv F.&srl>nurnc inTrc4trnLYt mondgfr.
Clwles %thnky Its ad¥ix on inv¢suDeni sv&ie8y In the118ht uf rnwkLI i0￿j1L10ll￿
Bibk policy
The Trus￿￿ httvc ¢x#minLd th¢ muior busin¢ss and operntiondl riskg which the Chorily t￿¢$ 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 i*n 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, ANf*LIAL 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 Follo*in¥ the retirement of 3 7"n￿Let$, we appoift￿.d Dr Jv Mart)'r, Mts. Susi)n Sl4d¢
4nd Nlr. MgTk (.'heal to replaLE thcnL bringin8 Telev¥nt skills and ext*rtise LO the Floord. h&ve main*aiYK.d
the full eomplemert ofTru51e¢5 forthe emir¥ YLW.
in*wel#l revknw
Inv¢Mmeni polity
The aim oftht Chorily'5 In￿￿LmethI porttoSio is ts) provide an 8¥reLxl and ¥oDsistent la¢¢errtin8 that this rdum
H'ill nu¢luoie accordin8 10 8enw81 markei LQTOtiion$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 w*uDI
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 EdlanL*I 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 ILlni*d 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￿ JL*ure 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 ox*mln¢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$id¢Tation of any unusual it¢ms or di￿10￿¢5 in the
raounts. and s¢¢ktng explanations from you 45 Trustees concerning any such matters. 'fhe pr￿￿￿[￿%
undertaken do not Fyovide all the evidence thw would be requtred in an audit. and consequentty no opintoll 15
given &8 to whether the llccounts preseni a.true and fair view" ond the rem is limited to thoye sei out
in the swement below.
llldtpeDdeknt ¢x*ffji0e￿$ 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
Bn*e Bird
6 Downside Clc
10< 2.25
KILY
BN20 8EL
Page 4

vvrzGERALD CHARITY
STATEMENT OF FINkn*CIAL ACIIVITIES Iif¥CLUDING INCOME AND EXPF.NDITURE
FOR THE PERJOD ENDED 31 MARCH 2025
Totsl
Tol#l
L.nrn$l'd
2024
IDe•mt Aod fDdovThents frnm:
Msjiotrtwice Corrttibution5
58.041
58,041
51,331
Invewner
19.301)
I93N)
24.656
77,401
77.401
75.987
lialslThg funds
1718
2.718
Choriwble ￿lIVitieS
54.)79
54.579
46.1tr)
Total resources ¢xptMdtd
57297
57297
53,795
In¢r*Tre frnth Aorm81 oper•tion$
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$1
lThYe%tmMt falr YAlue fuDd
Inir%trn¢nt tair i"uluL orthifig balance
Mijvetnilli In iunds
'rrangter tt) pnTrth¢r h¢vdin8
134.140
244,096
14,649
(124.M)51
1134.1401
134,14
C.harit*blt I￿Nd wery¢
Lhariiaiile Property opLnlng b81
28.tXXI
28.0(K)
28,(
2&(XM)
E%tTaordln*ry ￿￿1r$ 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 M*reh 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
Tot*1 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
Appro*td by ihe tTh*ett on 10 Ju]J 2025 and si8Th¢d on its
Mr ('. (irimbi¢
The annexed noiLs fonn ulthese fmancial sta*mcn
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 dl*ictii)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.. In*cs￿¢￿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