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2025-06-30-accounts

The Harold Dean Charities

Annual Financial Report for year ending 30[th] June 2025

Registered Charity no. 266850

Trustees: Mr G E Frost Mr G W Frost Mr R Goodwin Mr N Tibbenham Mr C Mosse Mr J Hutchinson Mr A Catchpole

The Harold Dean Charity was set up by the late Mr Dean, to administer two flooded ex-gravel workings in the parish of Weybread in Suffolk. The Charities remit was to gain income from these lakes to redistribute to local churches and other specified charities. The Trustees have subsequently gained the lease on a third lake to increase revenue potential. All the income is from a single source, i.e. the letting of the fishing rights on the three lakes.

In the year to June 2025 the total income from the fishing rights was £51495, out of this the angling club retain 25% for expenses, and so the net income was £38621 a decrease of £1167 on the previous year. The interest gained from the COIF Charity Fund deposit account was £2898, an increase of £521 on the previous year, in line with the improvement in the interest rate.

During the previous year the charity was given the opportunity to purchase the third lake which it currently leases. This would ultimately enable the charity to increase its revenue potential and save money on rent. The Trustees decided that they would commence fund raising for this purchase and at the 30[th of] June 2025 they had raised £5872 via the Just Giving platform in just a couple of months towards a target of £415000 with further fund raising and pledges to come throughout the remainder of 2025/26.

Operational expenses: Rents payable on the hire of the third lake remained at £2500. The Honorarium and Trustees expenses were similar to the previous year at £1706.Insurance costs were slightly down on the previous year at £544. Toilet Hire, maintenance and electricity were slightly up on the previous year at a total of £5774. There was also a cost for legal and valuation expenses with regard to the potential Ocean Lake purchase, and sundry printing and advertising expense of £651 to kick start the fund raising. There was also a cost of £600 audit fees for the accountancy firm.

The distribution to local charities was held at the same level as 2024, however it was decided to donate at a lower level to the national charities to retain some reserves towards the lake purchase. Therefore, the total distribution to charities was £6000 compared to £9500 in 2024.

At the year end there was a surplus of £26583 of income over expenditure.

The balance sheet consists only of money held in deposit and in the bank. Further to the accountant’s recommendation that the land should be included on the balance sheet, a valuation was obtained at £200000. Total reserves have increased by the surplus of £26583. The total reserves now stand at £2312367. The normal reserve policy is to retain one year’s income over and above the land valuation as a contingency against any unforeseen interruption to the income, but the Trustees are aware that to purchase the third lake they would have to increase the reserves in the short term.

The Charity does not have any debts.

The accounts were independently audited by Van Dijk Accountants. The Trustees agreed the accounts at their annual general meeting on November 22nd, 2025.

Chris Basford Secretary/Treasurer to the Trustees 30[th] November 2025

The Harold Dean Charity Registered Charity No. 266850

Accounts

for the Year Ended 30 June 2025

The Harold Dean Charity

Registered Charity No. 266850

Receipts and Payments Account for the Year Ended 30 June 2025

RECEIPTS
Rents - Harleston, Wortwell & District Angling
Club
Interest - COIF Charity Fund
Donations - Just Giving
TOTALRECEIPTS
2025
£
51495.00
2897.80
5872.68
60265.48
2024
£
53050.00
2376.79
55426.79

PAYMENTS

Donations
Per
Share
£50
Waveney District Christian Aid
25
250.00
Harleston Royal British Legion
20
1000.00
Cancer Research
20
250.00
Fressingfield Methodist Church
40
2000.00
Norfolk and Norwich Scope Assn
25
250.00
Goodwin Hall Trust
10
0.00
Vsion Norfolk
20
250.00
London Road Church (Harleston)
40
2000.00
East Anglian Air Ambulance
40
0.00
Waveney Valley First Responders
10
0.00
Rural Coffee Van
10
0.00
260
6000.00
Expenses
Management Fee - Harleston Wortwell DAC
12873.75
Rent of No.3 pit - C H Comber Ltd
2500.00
Ocean Pit Variation Agreement
2000.00
Accountancy Fees
600.00
Misc Expenses/advertisisng/printing
651.69
Maintenance
2540.55
Zurich Municipal Insurance
151.20
AXA Insurance
392.71
Hire of Toilet & Insurance - Harleston, Wortwell DAC
2700.55
Electricity
533.50
Legal and Valuation Fees
1032.00
Hon Sec & Treasurer Honorarium
900.00
Hon Sec & Treasurer Expenses
106.04
Trustees Travelling Expenses
700.00
27681.99
TOTAL PAYMENTS
SURPLUS (DEFICIT) OF RECEIPTS OVER PAYMENTS
£
£50
250.00
1000.00
250.00
2000.00
250.00
0.00
250.00
2000.00
0.00
0.00
0.00
33681.99 1250.00
1000.00
1000.00
2000.00
1250.00
0.00
1000.00
2000.00
0.00
0.00
0.00
35839.15
6000.00 9500.00
12873.75
2500.00
2000.00
600.00
651.69
2540.55
151.20
392.71
2700.55
533.50
1032.00
900.00
106.04
700.00
13262.50
2500.00
0.00
240.00
40.70
916.60
168.00
392.71
2756.15
323.09
4859.40
850.00
30.00
0.00
27681.99 26339.15
£
26583.49 £19587.64

Page 1

The Harold Dean Charity

Registered Charity No. 266850

Balance Sheet as at 30 June 2025

Investment Assets
Land in the Parish of Weybread
Cash Funds
Community Account
COIF Deposit Account
TOTAL ASSETS
£
Balance at 01 July 2024
Land introduced at valuation
Surplus (Deficit) for the year
TOTAL RESERVES
£
2025
£
200000.00
35889.34
76477.68
312367.02
£
285783.53
00.00
26583.49
312367.02
£
2024
£
200000.00
37203.65
48579.88
285783.53
66195.89
200000.00
19587.64
285783.53

Note: The land in the Parish of Weybread consists of over 20 acres of land. It was valued by Durrants at current market rate on 09 July 2024.

Signed as approved on behalf of the trustees

Chris Basford Secretary / Treasurer to the Trustees 31 October 2025

Page 2

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE HAROLD DEAN CHARITY

I report to the trustees on my examination of the accounts for the Harold Dean Charity (the Trust) for the year ended 30 June 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

P N van Dijk FMAAT Van Dijk Accountants Limited Georgian House 34 Thoroughfare Halesworth Suffolk IP19 8AP

05 November 2025

Page 3

The Harold Dean Charity Registered Charity No. 266850

Accounts

for the Year Ended 30 June 2025

The Harold Dean Charity

Registered Charity No. 266850

Receipts and Payments Account for the Year Ended 30 June 2025

RECEIPTS
Rents - Harleston, Wortwell & District Angling
Club
Interest - COIF Charity Fund
Donations - Just Giving
TOTALRECEIPTS
2025
£
51495.00
2897.80
5872.68
60265.48
2024
£
53050.00
2376.79
55426.79

PAYMENTS

Donations
Per
Share
£50
Waveney District Christian Aid
25
250.00
Harleston Royal British Legion
20
1000.00
Cancer Research
20
250.00
Fressingfield Methodist Church
40
2000.00
Norfolk and Norwich Scope Assn
25
250.00
Goodwin Hall Trust
10
0.00
Vsion Norfolk
20
250.00
London Road Church (Harleston)
40
2000.00
East Anglian Air Ambulance
40
0.00
Waveney Valley First Responders
10
0.00
Rural Coffee Van
10
0.00
260
6000.00
Expenses
Management Fee - Harleston Wortwell DAC
12873.75
Rent of No.3 pit - C H Comber Ltd
2500.00
Ocean Pit Variation Agreement
2000.00
Accountancy Fees
600.00
Misc Expenses/advertisisng/printing
651.69
Maintenance
2540.55
Zurich Municipal Insurance
151.20
AXA Insurance
392.71
Hire of Toilet & Insurance - Harleston, Wortwell DAC
2700.55
Electricity
533.50
Legal and Valuation Fees
1032.00
Hon Sec & Treasurer Honorarium
900.00
Hon Sec & Treasurer Expenses
106.04
Trustees Travelling Expenses
700.00
27681.99
TOTAL PAYMENTS
SURPLUS (DEFICIT) OF RECEIPTS OVER PAYMENTS
£
£50
250.00
1000.00
250.00
2000.00
250.00
0.00
250.00
2000.00
0.00
0.00
0.00
33681.99 1250.00
1000.00
1000.00
2000.00
1250.00
0.00
1000.00
2000.00
0.00
0.00
0.00
35839.15
6000.00 9500.00
12873.75
2500.00
2000.00
600.00
651.69
2540.55
151.20
392.71
2700.55
533.50
1032.00
900.00
106.04
700.00
13262.50
2500.00
0.00
240.00
40.70
916.60
168.00
392.71
2756.15
323.09
4859.40
850.00
30.00
0.00
27681.99 26339.15
£
26583.49 £19587.64

Page 1

The Harold Dean Charity

Registered Charity No. 266850

Balance Sheet as at 30 June 2025

Investment Assets
Land in the Parish of Weybread
Cash Funds
Community Account
COIF Deposit Account
TOTAL ASSETS
£
Balance at 01 July 2024
Land introduced at valuation
Surplus (Deficit) for the year
TOTAL RESERVES
£
2025
£
200000.00
35889.34
76477.68
312367.02
£
285783.53
00.00
26583.49
312367.02
£
2024
£
200000.00
37203.65
48579.88
285783.53
66195.89
200000.00
19587.64
285783.53

Note: The land in the Parish of Weybread consists of over 20 acres of land. It was valued by Durrants at current market rate on 09 July 2024.

Signed as approved on behalf of the trustees

Chris Basford Secretary / Treasurer to the Trustees 31 October 2025

Page 2

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE HAROLD DEAN CHARITY

I report to the trustees on my examination of the accounts for the Harold Dean Charity (the Trust) for the year ended 30 June 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

P N van Dijk FMAAT Van Dijk Accountants Limited Georgian House 34 Thoroughfare Halesworth Suffolk IP19 8AP

05 November 2025

Page 3