REGISTEReD CWITY NUMBER.. 255
REPORTOFnieTRUSTEES AND
UNAUDITED FIP4ANaALSTATeM£14TS
FOR THE YEAR ENDED 30JUNE 2022
FOR
FoniERBY ALMSHOUSE CHARITrES
Ouncan & Toplis knmited
Oxley House
Lincoln Wav
Louth
ncolnshi
LNII OLS

FOTNERBY ALMSHOUSE CHARITIES
CONTENTS OF THE FINAPICIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2022
Page
Report of the Trustees
l trj 2
Imdepefidet)t Examiner's Report
staternent ol Financial Actl*htles
Balance Sheet
Notes to the Finantial Statements
6 to 10
Detailed Staiernent ol Financial Activities

FOTHERBY ALMSHOUSE CHARITIES
REPORTOF THE TRIJSTEES
FOR THE YÉAA ENOED 30JUNE 2022
The trustees present thelr report with the financial statemerts of the charity for the year ended 30 June 2022. The trustees have
dopted the provlslons of Accounting and Reporting by Charities.. Ststernent of Retommended Practice appllcable to charit4es
preparing their accounts in accordance with the Financial Reportlne Standard app1￿￿ts1e in the UK and Republic of Ireland IFRS 1021
leffettive l January 20191.
OOJEcfivE5 AND AcnvmES
518nlflcar*t atlsvltiè5
The charity was establlshed by the 14te Everitt Allenby and endowed by him pursuant to his provision ol si¥ alrnshouses In the
parish of Fotherby and the County of Uncolnshire. in 1867. The trustees have since then tontinuolly rnaintalned and enhanced their
provislon of shelterÈd hou51n8forthose ouèlifyin8 for the scherne.
In 2023 the rFet 8aln on Investments was £3,483,12022'. net loss of El.7351.
Publlc bendlt
In the furtheronce of the objects of the tharity, the Trustees have had due regord to Charty Commlsslon general Èuidance on publlc
benefit.
FINANCIAL REVIEW
Reserves pollcy
The Trustees revlew the reseFve levels of the charlty annual￿. The ch8rfty'S level of free reserves at 30 June 2022 was £210,081.
Sum that has accumulated over manv Years.
The re150n for reseTres belng actumulated is to provlde sufficient woiking copital to cover delays ￿tween spending and receipt of
rnonies and to provide a Cushion to deal ￿th unexperted issues such as urgent malntenance and renovatien work, the cost of
whlch can ￿ significant.
STRUCTLIRE. GOVERNANCEAND MANAGgM£NT
Go¥ernlnÉ document
The 8overning document of the charlty and its Ilnked bodles Is a scheme dated 22 July 1969 45 amended by a scheme dated 13 Ju
1992.
IndLFCtloTr and tralnlt¥ of *ew tru¥tee5
The training and IndUCt￿n provided for new TrusteÈs will depend on their exlstlng expÈr*n¢e. Where ne￿SSary. induttion w&ll
provide trainin8 on rh4rity, le881 and flnancial matter5. All new Trustees are given the opportunlty of a vlslt to the Alm5hou5e5 and
the chance to meet with otherTrustees.
AII Trustees are provlded with copies of pollcles. prOcedts￿S, rninutes, accounts, budgets, pFan$ and other documents that thty will
need to undertake their role os Trustees. As there are nomially few new Trustees a year, induction tends to be done informally and
is tailored tothe needs of the indlvidual.
Wlder network
The constituents of the Fotherby Almshouse Charitie5 are..
Fotherby Almshouses Icharty number 225280-11
Fotherby Almshouses Allenby Erfdowment Icharlty nvmber 225280-21
FothÈrby Almshouses Further Endowment Fund Icharlty number 225280-31
John Allenby Coal Fund (charity nurnber 225282-41
John Allenby Repalr Fund (charity number 225280-51
John Allenby BÈef and Fbur Fund Icharw number 22528041
Rlsk manageme
The trustees have a dijty to IdentKy and rev*w the risk5 to which the charty is exposed and to ensure approprlate contro15 are in
place to provide reasonable assurance against fraud and error.
The Tru5tee$ have assessed the major risks to which the organlsatlon Is exposed, in partlcular those relatlng to the
provislon of facllkles toAlm5persons and its flnènces.
The Trustee$ hove implemented a number of 5VSterns to assess rlsks, especially in the operational areas le.8. In
relatSon to property maintert0￿e, and the health and safety of Am5per50nsl and In relatbn to the control of linance.
Monltorin8 systems and intÈrnalfinancial controls have been introduced and upheld Sn order to mlnlmlse risk. Where
slgnificant financial risk still remalns. theTfUStee5 have ensured they have adequate insurance cover.
Page I

FOTHER8Y ALMSHOUSE CHARITIES
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30JUNE 2022
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Charity number
255280
Prin£lpal addr
Mrj Crawford
8 Lyndon Crescent
Louth
LNII OBJ
TTYStees
A S PridEeon
D R Clarke Iresigned 8.11.211
C Laking
H M 5tubb5
M Thornalley
T Hunter
Mrsj Harris
Mrs L Thompson
Mrs C Chen (appointed 18.7.221
Independe#t Examiner
Duncan & Topli5 Lirnited
Oxley House
Lintoln Way
Louth
LNIIOLS
Bankers
24 Merier Kow
Lourh
LNII 081
Approved by order of the board of trusrees on..
and Signed on its behalf by.
Trustee
Page 2

INDEPENDENT EV4MINER'S REPORTTOTHE TRUSTEES OF
FOTHERBY ALMSHOUSE CHARITIES
Imdtpendwt examlner's rèpwt tothe trustees of FothÈrby Almshouse Charhles
I report to the charity trustees on my examinatKin of the accounts of FothÈrby ￿M$hOuse Charfties (the Tnjstl for the year ended
30 June 2022.
Responslbllliles and b•si5 of report
As the chèrity trustee5 of the Trust you are ie5pon5ible for the p￿paratIon of the accounts In accordan￿ with the requirements of
the Charities Att 20111'the Arfl.
I report In respett of rny examSnatlon of the Tru5t'5 accounts carrled out under Sethon 145 of the Att and in carrying out mv
examlnation I have followed all èpplicable Directions 6iven bythè Charity CommSsslon undersettion 14515llbl of the Art.
Independentexaminer's ststemeni
I have completèd rny ex8mination. I conflrrn that no material matters have corne to my attentlon in wnnertion wfth the
examination giving me cause to ￿lIeVe that in any materlal respett..
cceuntln8 records were not kept Sn respett of the Tru5tas requlred bysection 130 of the Act,. or
the accounts do not accord wth those records,. or
the Hccounts do not tomply with the applicable requirements concerning the form and content of accounts set out in the
Charities (Accounts Reports) Regulatlons 2008 other than any requlrernÈnt that the accounts 8lve a true and fair view
whlch is not o matter consldered as part of an independent examination.
I have ro Concerns and have come acro￿ no other matters In connection vAth the examination to which attentbn should be drawn
in th55 report In order to enab* a proper understsnding of the accounts to be reached.
/f £ /Ott--
Rachel Barrett IFCCAI
Duncan & Top115 ￿rnIted
Oxley House
Llncoln Wav
Louth
n¢olnshire
LNii OLS
Date..
Page 3

FOTIIERBY ALMSHOUSE CHARMES
STATEMENT OF FINANCIAL ACTIVITIES
FOR THÉ YEAR ENDED 30JUNE 2022
2022
Total
fund5
2021
Total
funds
Unrestfirted
fund
Restricted
fund
Note5
INCOME AND ENDOWMENTS FROM
Charitable artlvit¢es
AlmspersorTrs' mainienance and heating contributlOll5
(net of voids of £Nill
22,776
22,776
22,776
Investrnent income
2,311
2,311
1,374
Total
25,087
25,087
24.150
EXPENDIYURE ON
Charltable adiwties
Almshouse Costs
20.288
2Q.288
13.156
Net 83inslll9ssesl OD investments
11.7351
11.7351
23.398
NET INCOME
3,064
3,064
34,392
REC014CILIATION OF FU140S
Total Funds broughl forward
207,017
435,000
642,017
607,625
rnTAI F*INDS faRRIFtTr FnRWARD
?1nnRI
nnn
n81
6LI? n17
The Thotes form part of these fifiancial 5tsternents
Page 4

FOTHER8Y ALMSHOUSE CHARMES
BALANCE SHEET
30 JUNE 2022
2022
Totsi
fund5
2021
Totsl
funds
Unrestricted
fund
Restricted
fund
Note5
FIXED A55Ef5
Tangible assets
InvestmÈnts
435,OLSJ
435.OCQ
192,087
435.(KK>
193.432
192,087
192,087
435,LlJO
627,087
628,432
CURRENT ASSETS
Debtors
Cash at bank
2.015
20.913
2,015
20.913
1.241
16,944
22.928
22,928
18.185
CREDITORS
Amounts fallingdue w￿h4n one year
14,9341
14,9341
14,6001
NET CURRENT ASSETS
17,994
17,994
13,585
TOTALASSEfs LESS CURRENT LIABIUnE5
210,081
435.0(KJ
645,081
642.017
210,081
435.
645.081
642.017
FUNDS
Unrestricted funds
Restritted funds
210.081
435.000
207.017
435.(
TOTAL FUNDS
645,081
642,017
The financlal ststements We￿ approved by the Board of Trustees and authorised for issue on
were signed on Its behèlf by..
and
Trustee
Trustee
The notes form part of these financial ststements
Poge 5

FOTHERBY ALMSHOUSE CHARITIES
NOTES TO THE FINANCIAL STATEMEfiTS
FOR THE YEAR ENDEO 30JVNE 2022
ACCOUNTING POLICIES
8asis of prep3rfng ihelinancial staiements
The financial 5t3tem?nts of the chèrity, which is a public benefit entity under FRS 102, have been prepared In accordance
with rhe Charities SORP IFRS 1021'Accounting and Reporting by Charities.. Statement of Reiommended Prartiie applicable
to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic
of Ireland IFRS 1021 leffecti¥e I January 20191,. Financial Reporting 5tan(tard 102 The Financial Reporting Standard
applicable in the UK and Republic of Ireland, and the Charitles Act 2011. The financial statements have been piepared
under the hisrorical c05t convention, with the exception of investrnpnts which are included at ffiarket value, a5 modthed bv
the revaluation of certain assets.
Income
All Incorne 15 recogni5ed in the StateThent of Finantial Activitle5 once the Charity has entitlement to the funds, it is probable
that the Income will be receiwed and the arnount chn be measured ￿ll￿bly.
ÉxpendFture
abilities are recognised as Èxpenditure as soon as there is a legal or constructive obli8ation committing the charityto that
expenditure, Ir is probable that a transfer of econornic benefits will be required in settlernent and the amount of the
obligation can be measured reliably Expenditure Is accounted for on an accruals b?sis and has been clas51fied under
headings that aggregate all cost related to the category. Where costs cannot be directly èttributed to particular headines
they hove been allocated to activities on a basi5 consistent with the use of resources.
Tantible flxed assets
A1rn5hou5e5 are maintaine(f to such a standard that their residJal value is considered to be net ￿sS than their cost or m05t
recent valuation. ConsÈquently no depreciation is charged.
Taxation
Fund arrountinp
when specified by the donor or whÈn tLJnds are fèised for particulèi restricted rJurpos?s.
Further explanation of the nature and purpose of each fund Is included in the notes to the Financial staternents.
INVESTMENT INCOME
2022
2021
Dwidends
2,311
1.374
TRUSTEES, REMUNERATION ANO BENEFITS
There were ntr trustees, remuneration or other benefits for the year ended 30 June 2022 nor for the year ended
30June 2021.
Trusiees, expenses
There were no tru5tees' expen5e5 paid for the year ended 30 June 2022 norfor the year ènded 30 lunè 2021.
Page 6
continued...

FOThERBY ALMSHOUSE CHARITIES
NOTES TO THE FINANCIAL 5TATEMEPITS- witlnued
SOR ThE YEAR ENDED 30JUNE 2022
COMPARATrVES FOR THE STATEMENTOF FIt4ANCIAL AcfiviTIES
Unrestrlcted
fund
Restr￿ed
fund
Total
fvnds
INCOME ANO ENDOWMENTS FROM
Charltable artfvitles
Almspersons, maintenince ènd heatlng
contributions Inetof voids of £Nill
22,776
22,776
Investment incorne
1,374
1.374
Total
24,150
24.150
expeNDITURE ON
Ch/rltable a¢tl¥lties
Almshouse Costs
13,156
13,156
Net galns on Investments
23.398
23.398
NET INCOME
34,392
34,392
RECONCILIAnoN OF FUNDS
Totsl fund5 brou8ht forward
172,625
435,LKIO
607,625
TOTAL FUNDS CARAIED FORWARO
207.017
435,0
642.017
TANGIBLE FIXED ASSETS
Freehe¢d
property
COST
At I july 2021 and 30June 2022
435,LYJO
trIEf BOOK VALUE
At 30 June 2022
435,000
At 30Jvne 2021
435,0(
FIXED ASSETINVESTME14TS
Investments
MARXEfvALUE
At l July 2021
Additions
Revaluatlons
193,432
390
11,7351
At 30June 2022
192,087
NET BOOKVALUE
At 30June 2022
192,087
At 30 June 2021
193.432
There were no Investment assets outside the UK.
Palle 7
contlnued...

FOTHER8Y ALMSHOUSE CHAAIMES
NOTES TO THE FINANCIAL STATEMENTS. tontinued
FOR THE YEAR EP4DED YO JUNE 2022
FIXED ASSET INVESTMENTS- contlnued
Cost or voluation at 30 June 2022 15 represented by..
Investment5
Valuation in 2022
192.087
DEBTORS.. AMOUNTS FAILING DUE WITHIN ONE YEAR
2022
2021
Prepaid expenses
2,015
1,241
CREDITOR5.' AMOUNT5 FALLING DUE WITHIN ONE YEAR
2022
2021
Trade creditQfS
4,934
4.600
MOVEMENT IN FUNDS
Nei
tnovement
At
30.6.22
At 1.7.21
Unrestricted funds
2070II
435.0
435.1￿0
TOTAt FUNDS
642.017
3,064
645,081
Net movement in fund5, included in the above are 35 follows-.
Incoming
resources
Resources
expended
Gains and
losses
Movement
In funds
Llnrestficted lunds
General fund
25,087
120,2881
11,7351
3,064
TOTAL FUNDS
25,087
120,2881
11,7351
3,064
Page 8
continued...

FOThERBY AiMSHOU5E CHARITIES
NOTES TO THE FIPIANCIALSTATEMENT5- contlrtued
FOR THE YEAR ENDED 30JUNE 2022
MOVEMENT IN FUNDS.wntlnued
Comporatlveslor movem¢llt in fvnds
Net
rn￿ment
Infunds
At
30.6.21
At 1.7.20
Unre5trictedluThds
General fund
172,625
34.392
207,017
Restrk%edlund$
Restricted fund
435,0
435,0
TOTAL FUNDS
607,625
34,392
642,017
Comparative net mcvement In funds, Included in the 4bove are as follows..
Incornin8
source5
Resources
expended
GaSns and
Movement
in fvnds
Vnre¥trfrted funds
General fund
24.150
113.1561
23,398
34,392
TOTAL FUNDS
24,150
113,1561
23.398
34.392
A current yeaT 12 fnonths and prk)r year 12 months combined p051tKsn is as follows..
Net
m￿ement
in funds
At
30.6.22
At 1.7.20
Umre¥trlrted funds
General fund
172,625
37,456
210.081
Rtstflrtéd fvnd5
Restricted fund
435,0
435.000
TOTAL FUNDS
607.625
37,456
645,081
A current year 12 month5 and prlor year 12 months wmbined net movement In funds, Included in the obove are as follows..
Incomlng
resource5
Re50urce5
expended
Galns and
Movement
in fund5
Unre5trktedfunds
General fund
49,237
133,4441
21,663
37,456
TOTAL FUNDS
49,237
133,4441
21.663
37,456
Page 9
cctntlnued...

FOTHERBY ALMSHOUSE CHARMES
NOTES TO THE FINANCIALSTATEMENTS- cofitlnued
FOR THE YEAR ENDED 30JUNE 2022
RELATED PARTY DISCLOSURES
There were no related partytransartions forthe year ended 30 June 2022.
Page 10

FOThERBY AiMSHOU5E CHARITIES
D￿AlLED STATEMENT OF FINANCIALAcnvmES
FOR ThE YEAR ENDED 30JUNE 2022
2022
2021
INCOME AND ENI)OWMENTS
I#￿$tMent Inwme
Dwidends
2.311
1,374
Charitablt 4rti¥ttks
Contributions receivable
Servlce charge receivable
14,040
8.736
14,040
8.736
22,776
22,776
Total Ir*tomln8 resources
25.087
24,150
EXPENDITURE
Charlt4tAe •cti¥ttle5
TV Licence
Garden malntenance
Re￿IrS and maintenance
Rate$ and water
Insurance
Elertricr(y
RetainerfeÈ
Alarm 5YStern monitoring
Heating oil
1,749
5.142
1,232
938
301
250
937
5.582
1.663
406
1,164
912
247
250
3,652
16,138
9,142
Support rosts
Other
Clerk's 5alory and honor3riurn
ndependent examiner's fees Ilncludlng VATI
Sundrles
Postage and statlonery
Subscriptions
Quinquennial inspection
Resldents plants
1,200
1,190
15
72
593
1,080
1,800
1,5LKI
25
575
114
4.150
4,014
Totsl resources expended
20,288
13,156
N¢t incom•
4,799
10,994
Thls page does not form part ofthe stètutorylinan¢lal 5tstements
Page 11