Trustees. Annual Report for the period
Period stsrt date
Period end date
Year
2025
Year
From
April
To 31
Mar
2026
Section A
Reference and administration details
Charity name
FRY BROTHERSCHARtrY
Other names charity is known by
Reglstered ¢harlty number (If any)
284669
Charlty's prlnclpal address
Michele Harding, Clo West Elworth Farm, Portesham
Weymouth
Dorset
Post¢od6
DT3 4HF
Names of the charity trustees who manage the charity
Datos a¢l•d If not ft*r whol•
¢ar
Tru8to8 namo
Olflce Ilf any)
Namo of wrson lor bodyl •ntltl•d
toa
olnt trust
If an
Fry Brothers Charity
Fry Brothers Charity
Fry Broihers Charity
Fry Brothers Charity
Fry Brothers Charity
Fry Brothers Charity
Fry Brothers Charity
Fry Brothers Charity
judith Norman
Trustee
lane Elwood
Trustee
Vicky Finding
Martin Jolliffe
Trusiee
Chairpersonlfrustee
Trustee
john Pengelly
Stephen Slade
Andrew Bailey
Karen Hodgson
Trustee
Trustee
Trustee
10
11
12
13
14
15
16
17
18
19
20
Names of the Irusl¢¢s for the ¢harity. if any, (for ¢xampl¢. any custodian trustoes)
Name
Dates acted if not for whole
ear
TAR
S1￿ March 2026

Names and addresses of advisers (Optional infom)ation
e of advlser
Name
Address
Name of ¢hlef exe¢utlve or names of senior staff members (Optlonal Infomiation)
Michele Harding (Secretary and Book-keeper)
Section B
Structure,
overnance and mana
ement
Description of the charity's trusts
Scheme ofthe Charitycommissioners
Type of governing document
How the charity is constituted
18g. trust, as
Ition. wmpan.
Charitable Trust
Trustee selection methods
leg. appoinie¢J Dy, eiecieo ￿1.,
Election
AddltSonal governance Issues {Optlonal Infonnalion)
The Charity continues to operate with a structured governance framework.
During the year. new trustees were supported through an induction
process including key documentation such as the governing document,
policies, and recent meets'ng minutes. Two new trustees joined the board
last year and have settled in well, contributing positively lo the Charity's
work.
You may Choosè lo 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.
Govemance has been strengthened through the adoption of several new
policies. including Health & Safely. Safeguarding. Investment, and Trustee
Information policies. ensuring alignment with current best practice.
The truslees meet regulady and continue lo aclively manage the Charity's
properties. finan￿S. and tenant welfare.
To manage the properties. improvingand increasing if necessary,
givinEtenancy priorityto personnelwho have been employed in land-
based employmentand havetovacatetied accommodation in
Portesham and the neighbourhood thereof.
Summary of the objects of the
charity $et out in it$
governing document
TAR
S1￿ March 2026

During the financial year. the Charity has undertaken a number of
maintenance and improvement works across its propety portfolio.
including:
Replacement of boundaryfencing
Installation of a new patio area
Installation of a new boiler to improve energy efficiency
A full inspection of all properties has been completed, allowing the trustees
to implemerrt a planned maintenance programme for 202er2027.
Property No. 11 experienced 8 significant water leak resulting in 8Xtensive
darnage. This is currently subject to 8n ongoing insurance claim. The tenant
has been temporarily relocated to 8 care home, and works are expected to
be completed by July 2026.
Summary of the maln
activities undertaken for the
public benefit in relation to
these objects (include withln
this section the ststutory
d¢¢laration that tru$tees havo
had regard to the guidance
issued by the Charity
Commlsslon on publlc
benefiti
Flnan¢lol and Str8t•gl¢ Matt•r$
Renis were increased by 5% during the year to Support ongoing
maintenance and financial sustainability-
The Charity made its first external contribution to a local permissive path
project. which is expected to benefit tenants through improved
accessibility.
-The Charity has subscribed to the Almshouse Association to access
guidance and support. particularly in relation to evolving landlord
responsibilities and regulatory changes.
R5sk andcomplianco
Trusiees continue to monitor key risks including property condition, tenant
welfare, and linancial sustainability. The recent full property inspection
supports 8 more proactive 8ppro8ch to m8inten8nce planning.
There were no related party transactions during the year.
Addltlonal detslls of obJe¢tlvo8 and a¢tlvltles {Optlonal Infomiatlonl
You may Choose to include
further statements, where
relevant. about=
policy on grantmaking.,
policy programme related
investment.,
Contribution made by
volunteers.
TAR
S1￿ March 2026

new
Section D
Achievements and performance
Throughout the year. the Charity has prioiitised maintaining the fabric
ofthe buildings to ensure a safe. comfortable. and welcoming
environment for all tenants.
Summaryofthe main
achievements of the charity
duringthe year
Regular maintenance has been carried out across the properties,
with particular improvements including enhanced accessibility and
upgraded security features.
The Charity's website http'.Ilfrybrotherscharity.org.ukl 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 localcommunity and prospective
applicants.
TAR
S1￿ March 2026

Section E
Financial review
Cyclical Maintenance Fund-the Trustees may establish and maintain a
reserve fund. to be entitled the Cyclical Maintenance Fund, forthe purpose
of providing for those items of ordinary maintenance and repair for the
alms-houses belonging to the Charity.
Brief $tat¢ment of th¢
charlty's pollcy on reser¥es
Extraordinary Repair Fund-forthe purpose of providing extraordinary
repair, improvement or rebuilding ol the alms-houses. The funds shall be
established with the sum of £10,000 from th& a¢cumulat&d income of the
Chority and maintained by the income for the Charity. The trustees may at
any time apply the tund but it the tund is not applied it shall be invested in
trust for the Charity.
Detsils of any funds materially
In defi¢lt
none
Further financlal revlew details {Optional infornlation)
£50,772 received from rental income and £2,269 ini8re8t.
You may ¢hoose to include
additional information, where
relevant about..
th8 charity's principal
sources of funds (including
any fundraisingl-
how expenditure has
supported the key objectives
of the charity.,
Investment policy and
objectives including any
ethical investment policy
adopted.
£11,313 general m8inten8nce and careline seNices.
The Trustees shallfirst defray out of the income of the Charity the cost of
maintaining the property of the Charity lincluding the repair and insurance
of any buildings thereonl and all other charges and outgoings payable in
respect thereof and all the proper costs, charges and expenses ol and
incidental to the administration and management of the Charity.
Section F
Other optional information
TAR
S1￿ March 2026

Section G
Declaration
The trustees declare that they have approved the trustees, report above.
Slgned on behalf of the ¢harlty'$ Irustees
Signature{s)
Position leg Secretary* Chair,
etcl
Date
Judith Nomian
Martin Jolliffe
Tnjstee
Chairpersontrrustee
2810712026
2810712026
TAR
S1￿ March 2026

CHARITY COMMISSION
FOR ENGLNtrID AND WALE5
Receipts and payments accounts
CC16a
For the pariod
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowrnent
funds
Total funds
Last year
lo lh• Th•orMt £ l•th• Tr•ar••t£
tothv n••r••t£
toth• n•u•8t£
A1 ReGel
from la￿ and bvihy
.TT2
JJJ
50.772
714
1.￿5
46.780
765
419
4S1
Bgnkdgpogrt Interwt
Sub tolal(
ross income for
ARI
52.590
451
53,041
47.W
A2 Ass•t and Inv•8¢rn•nt 881•5.
18ee tablel.
Sub lotol
Total rKelpts
$2,$
SJ,041
47.964
A3Pa
ments
Pr¢pertytypairn and mantanance
Carehnfr monito
serv￿e8
Dongliws
10.028
•,J
728
500
2.J76
8,827
918
4JQ
550
86
2.3T¢
6.827
918
2.342
6.344
Accouolacy le•$
Sub total
23.ODO
23,OOD
20,070
A4 A888t and Investment
urcha8•8,18ee tabl81
Sub total
23.(K
23.000
20.070
Net of receipts/(p8yments)
AS Transfers between funds
A6 Cash funds last year end
Cash fund5 thi5 year end
4S1
3D,041
27,894
77.726
107,316
14.446
14897
92,172
122,213
64.278
92,172
CCXX Rl ￿CoUnts ISSI
1710612026

Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
lo n•or•$t£
Restricted
funds
to n￿r•$lE
Endowment
funds
¢0 n•or•$t£
Catsgorf88
Details
B1 Cash funds
Bar&Curreni Aco>
27.$23
Lkn￿$ Bar& Der*)SitAua>Jnt
3,725
F￿¢0 Twm De[￿ A¢￿1
32 Day bl¢tt¢OeFosiAt£*)Jrt
JO.073
pshtsTf￿I Bar& F(WO Say
35.WO
Thechèffly Barth ify) Day NoknA¢uyJni
10.495
14,B97
Total Cash funds
107.316
14.897
Unre8trlct•d
fund$
io n•ir•st£
Restrfctad
fund$
Endovrnnt
fund$
to n•ur•*t£
Deta115
FuThd 10 ¥Jhl¢h
kn#•t b•hn
¢o4t IpPt￿ni1)
CurrnntY41u•
DetaI15
Fuhd 10 ¥Jllkh
¥•t b•bn
Enotrthiertl
Curr•ntv41u•
Details
Lwd 4 Bu*Jrys S.7.9.10.11.12 Fryjctha
Cost (opt￿nI11
B4 As8•t8 r•taln•d lor th•
harlty'$ own use
185.757
1.331,1Ql
L*io 4 Bu*Jtys 14 BA¢k Sl
257,
& Bu*Jtys 16 cOn￿Rd
07,742
140,415
& Bu*Jity$ 3a Fryschxe
97.899
1BS,000
& ButhJifwJ$
$5,424
13 Ra9hkyRtsad
27,194
L￿*￿￿j 13 RaShkyRtsad
276.358
289.000
F￿ryd io which
oU￿t￿l
Wthen dug
Detal
B5 Llablllt5e¥
General
954
Slgned by (K tntstees
behalf ol all Ihe trustees
Dal8 of
roval
&gnalure
Print Narne
Martin Jollrffe
Martin Jdlrffe
2810712026
Judith Nomian
Judith Noman
2810712026
CCXX R2 ￿CoUnts ISSI

Fry Brothers Charity
Independent Examiner's Report to the Trustees
For the Year Ended 31 March 2026
Albert
Goodman
Independent examiners report to the Trustees of the Fry Brothers Charity
I report to the trustees on my examinaknon of the accounts for Fry Brothers Charty I'the charty"I for the year
ended 31 March 2026.
Rèsponslbllltlos an(1 basls of rèport
As the charity trustees of the charity you are responsible for the preparation of the accounts in accordance with
the requirements of the charib.es Act 2011 Ilhe 2011 Acl"l-
I report in respect of my examination of the ¢harily's accounls Carried out under sects'on 145 of the 2011 Act and
in carrying out my examinabon I have followed all Ihe applicable Difeclions given by the Charity Commission
under section 14515llbl of the 2011 Act.
Independent examlner's 5tatemont
I have completed my gxaminalion. I conlirm thal no malerial matters have come to my allgntion in connection
with the examination giving me cause to believe ihat in any material respect..
accounting records were not kepl in respect of the charity as required by section 130 of the
2011 Act., or
2. the 8ccounls do not comply wlh thgso records
I have no concerns and have come across no other matters in connectson with ihe examination lo which
attention should be drawn in this report in order lo enable a prO￿r urKlerstanding of the accounts to be
reached.
Michelle Ferris 8SclHonsl FCA DChA
Albert Goodman LLP
Chartered Accounlanls
Lganne House
6 Avon Close
Weymouth
Dorset
DT4 9UX
Date.. 3010712026