## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 01 April 2024 **To** 31 Mar 2025 Section A Reference and administration details **Charity name** **FRY BROTHERS CHARITY** **Other names charity is known by** **Registered charity number (if any)** 284669 **Charity's principal address** Michele Harding, C/o West Elworth Farm, Portesham Weymouth Dorset **Postcode DT3 4HF** **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Judith Norman Trustee Fry Brothers Charity
2 Jane Elwood Trustee Fry Brothers Charity
3 Vicky Finding Trustee Fry Brothers Charity
4 Martin Jolliffe Chairperson/Trustee Fry Brothers Charity
5 John Pengelly Trustee Fry Brothers Charity
6 Stephen Slade Trustee Fry Brothers Charity
7 Andrew Bailey Trustee Appointed 23 January 25 Fry Brothers Charity
8 Karen Hodgson Trustee Appointed 23 January 25 Fry Brothers Charity
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** 31[st] March **2025** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **----- Start of picture text -----**
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Michele Harding (Secretary and Book-keeper)
Section B Structure, governance and management
Description of the charity’s trusts
Scheme of the Charity Commissioners
Type of governing document
(eg. trust deed, constitution)
Charitable Trust
How the charity is constituted
(eg. trust, association, company)
Election
Trustee selection methods
(eg. appointed by, elected by)
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## **Additional governance issues (Optional information)** |You**may choose**to include
additional information, where
relevant, about:
policies and procedures
adopted for the induction and
training of trustees;
the charity’s organisational
structure and any wider
network with which the charity
works;
relationship with any related
parties;
Trustees’ consideration of
major risks and the system
and procedures to manage
them.|The Charity has a structured approach to trustee induction and training,
providing new trustees with a comprehensive introduction pack, including
the governing document, recent meeting minutes, and key policies.
Ongoing training opportunities are to be offered to ensure trustees remain
informed of their responsibilities and current best practices.
The Charity is managed by a board of trustees who meet regularly and
work collaboratively to oversee property maintenance and tenant welfare.
While the Charity operates independently, it maintains informal
connections with local community groups, which help support tenants'
wellbeing.
There were no related party transactions during the year.
The trustees regularly review potential risks to the Charity, including
property maintenance, tenant support, and financial sustainability.
Systems are in place to manage and mitigate these risks, including regular
property inspections, contingency planning, and close monitoring of
financial reserves.| |---|---| 31[st] March **2025** **TAR** 2 |**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|To manage the properties, improving and increasing if necessary,
giving tenancy priority to personnel who have been employed in land-
based employment and have to vacate tied accommodation in
Portesham and the neighbourhood thereof.| |---|---| ||The Charity’s main activities during the year have focused on providing and
maintaining affordable housing for retired individuals with a background in
agriculture or horticulture, particularly those with a connection to
Portesham and the surrounding area.
Regular maintenance was carried out on all properties, with one adapted
for wheelchair access to better meet tenants’ needs.
Community engagement was supported through social events, helping to
reduce isolation and promote wellbeing among residents.
Trustees have had due regard to the Charity Commission’s guidance on
public benefit when planning and delivering these activities.
All actions taken during the year have been in line with the Charity’s
objectives to relieve need and hardship by providing secure, comfortable
housing and fostering a sense of community.| ## **Additional details of objectives and activities (Optional information)** 31[st] March **2025** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - Contribution made by volunteers. During this financial year, the Charity has undertaken regular maintenance across all properties. One property was adapted for wheelchair accessibility, and security measures have been improved through the installation of key safes and external lighting. A coffee morning was held to bring together tenants and trustees, providing an opportunity to socialise and strengthen community ties. With the addition of new trustees and the range of expertise they bring, the board feels well-equipped to continue managing the properties effectively and responsively. Sadly, during the year, two tenants passed away, leaving behind their spouses. The strong community network within the village has provided comfort and support during these times. One property, previously occupied for 24 years, has been refurbished and successfully re-let. Looking ahead, the trustees will be focusing on further property maintenance, including repairs to boundary fencing, upgrades to Careline systems, and initiatives to improve heating efficiency and reduce energy costs. ## new ## Section D Achievements and performance 31[st] March **2025** **TAR** 4 Section D Achievements and performance **Summary of the main achievements of the charity** Throughout the year, the Charity has prioritised maintaining the fabric **during the year** of the buildings to ensure a safe, comfortable, and welcoming environment for all tenants. Regular maintenance has been carried out across the properties, with particular improvements including enhanced accessibility and upgraded security features. The Charity’s website http://frybrotherscharity.org.uk/ has been actively used to share information about its work, showcase the tenants’ well-maintained gardens, and highlight social activities. This platform continues to serve as a valuable communication and engagement tool for both the local community and prospective applicants. 31[st] March **2025** **TAR** 5 ## **Section E Financial review** **Brief statement of the Cyclical Maintenance Fund** – the Trustees may establish and maintain a **charity’s policy on reserves** reserve fund, to be entitled the Cyclical Maintenance Fund, for the purpose of providing for those items of ordinary maintenance and repair for the alms-houses belonging to the Charity. **Extraordinary Repair Fund** – for the purpose of providing extraordinary repair, improvement or rebuilding of the alms-houses. The funds shall be established with the sum of £10,000 from the accumulated income of the Charity and maintained by the income for the Charity. The trustees may at any time apply the fund but if the fund is not applied it shall be invested in trust for the Charity . **Details of any funds materially** none **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal £46,780 received from rental income and £1,184 interest and other income. sources of funds (including any fundraising); £10,122 general maintenance and careline services. - how expenditure has supported the key objectives of the charity; The Trustees shall first defray out of the income of the Charity the cost of - Investment policy and maintaining the property of the Charity (including the repair and insurance of any buildings thereon) and all other charges and outgoings payable in - objectives including any respect thereof and all the proper costs, charges and expenses of and - ethical investment policy adopted. incidental to the administration and management of the Charity. ## **Section F Other optional information** Two new trustees in the year, Karen Hodgson and Andrew Bailey ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** 31[st] March **2025** **TAR** 6 |**Signature(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|Judith Norman
Martin Jolliffe| |---|---| ||
Trustee
Chairperson/Trustee| ||12/08/2025
12/08/2025| 31[st] March **2025** **TAR** 7 CHARITY COMMISSION FOR ENGLAND AND WALES F Brothers Cha 284669 Receipts and payments accounts CC16a For the period from To 01104121)24 3110312025 Section A Receipts and payments Unrtrstrictèd funds Restricted fund5 Endowment funds Total funds Last year to tho rbear•st tolhe near•*t É tolh• nearmt É to th• nearestt to the nearest£ A1 Recelpts Rents Irom l¥nd and buildings Building society Interest Bank deposit iniert¥i 46,780 325 419 4fj,760 765 419 2.074 469 ub total ross income ARJ 47.524 47.964 43,957 A2 As8•t and Inv•8tm•nt 8al•s, Isoo tabla). Sub total Totsl recelpts 47,524 440 47,964 43,957 A3Pa m•nt8 Properly repairs and maintenan Cartlint monitoring servic8s Tengcy Agr8emenl Insuran¢8 Secrelanal fee5 and expense5 Ind¢wndÈni ¢xamin81ion fee Tenants lunch Miscellaneou$ 9.394 728 ,104 618 240 3,821 8,108 888 235 797 720 2,342 2,342 888 264 B66 110 110 Sub total 20,07Q 20,070 23,011 A4 Asset and Investment purchases, Isee table) Costs on aeeount of Rashle Rd urchase 13 271,980 Sub total 271,980 20,070 2Q,070 294,991 Net of recelpts/(payments) A5 Transfèrs batw•èn funds A6 Cash funds last year end Cash funds thls year end 27.454 27.894 251,034 50,272 77.726 14,006 14A46 64.278 92,172 315.312 64.278 CCXX R1 accounts ISSI 1711012025 Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds Endowmenl funds Categorié5 Delailts to nearest£ to nearest £ to nearest £ B1 Cash funds Lkyds bank current Uoyds bank deposi1¥¢￿nt 3.725 Fixed Temi de￿￿1 ￿￿nt Chanty bank accwnts 10.661 14h46 Total Cash funds 77.726 14.446 laye• babn¢eswlh rec¢yis and p)yrn¢nis Unrestrlcted funds to mo8ro8t£ Restrlcted funds to noartst £ Endowment funds to 118ar*8t £ D•talls Fund to vih*h a•wl b•lon De¢ails C￿t loptlonall Current v•lu• Fund to whsch al￿1 belon End(rhTneni Cwt1gptlon411 185,757 Current value Detai15 Land & &Jilthrgs 5.7.9,10.11.12 Fry8 C B4 Assots retained for tho charity's own use 1.331.104 L8Dd & 8uildiry5 14 8at* Sl Etkneni 257,546 Land & Buildifw)s 18 Ctwitry Rd 67,742 240,415 Land & Buil¢ifwJ$ 38 Frys ck 57,809 18S,000 Land & Buildiros Impnjvemenls 55,424 Land and BU1￿1￿9$ 13 Rash￿ Roal Endmnenl 27,194 Lond and BU1￿1ng$ 13 R85hky Rojd 276,356 Fund to whbch relates Amount due tional When due tlonal Details Ac0￿￿tan¢Yfee B5 Liabilitios 936 Signed by one or two trustee$ on half of all the Irusl8es Date of roval Signature Mr M R Jollrff8 1210812025 Mrs J M Noman 1210812025 CCXX R2 accounts ISSI 25 **Fry Brothers Charity** Independent Examiner’s Report to the Trustees For the Year Ended 31 March 2025 ## **Independent examiners report to the Trustees of the Fry Brothers Charity** I report to the trustees on my examination of the accounts for Fry Brothers Charity (“the charity”) for the year ended 31 March 2025. ## **Responsibilities and basis of report** As the charity trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the 2011 Act”). I report in respect of my examination of the charity’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 2011 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 charity as required by section 130 of the 2011 Act; or 2. the accounts do not comply with these 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. ## **Michelle Ferris BSc(Hons) FCA DChA** Albert Goodman LLP Chartered Accountants Leanne House 6 Avon Close Weymouth Dorset DT4 9UX Date: 30/09/2025