ANNUAL TRUSTEES REPORT OF THE JUDITH BARTRAM ANTINGHAM TRUST FOR THE YEAR ENDING 31•1 MARCH 2026 Tru8t••• J R Tulley Chair of Truste88 (appcx'nted October 2014) K M Tulley (reappcinted 12th Novernber 2022) S C Fordington Fowkes (reappointed 2111 May 2024) The Rovd S J M ReadiTrJ (appointed 26th November 2019) V F(Ydington Fke8 (reappointed 21•1 January 2025) G A Roper {reapp)inted 21•t January 2025) D O'Neill (appointed 10th Aust 2022) J O'Nall (apwnted 10th AugLMt 2022) R•gl8t•r•d Addrn88 The Registered address of the Chaiity for admlnistrats.on purFW8 is Bells Farni, Eklerton Lane, Anb'rydham, North W8lsham, Norfc4k, NR28 ONR. Structur•, Govgrnaneo and Managem•nt The Judrth Bartram Antingham Trust 18 a Registered Charity No 1016979 and is govemed by a dead of Tru8t dated 2 January 1993.The obj.ects and aims of the Trust a contslned wtthin the sai¢J Trust Dee(l and are broadly defined a8 that Caprtal and Income shall be held by the Trustees UP Trust to apply the same and any part or p8rt5 theTrof f¢x general Church purposes in the Parish of Ant'n9ham, Norfolk. The Trust Is not affiliated to any other Chan'ty or Trust and 18 ly restricted in the way rt may &t a8 Fer the saKI Trust Deed. The Trust does not ts'vety fundraise and seeks to continue its wtrk through the careful steW8rdship of existing re80urce8. Nffiv truste88 are aFpointed by the exlsting truste88 and Serve for S years after which the rnay put themselves fOard for reappointmentl. The Trust deed provid88 for a mlnirnum of 5 trustees to 8 Ma'muM of 8 tru8tee3. At it8 qU8rtorfy meetkngs, the trustees agm the broad strat&3y and areas of acb'vity for the Tritst in addition to rt8 apFfoach to Investmerrt, reserves. risk management and pwforrnan. R18k Manag•m•nt The tru8t has adopted a m(xJerate attitude to ri8k Th8 aim 18 for the Tru8t to provide rate8 of groth in exce88 of inflation over the long tem ¥thich are consistent with m(>Yerate levels of rlsk. The Trust seeks to adopt an ethul ap[Oach to investment ¥there possible. Objectlvts and Actlvltlos The ObJt of tIK8 Tru8t is to 8UPP)rt general church purpose8 Wlthin the Pari8h of Ants'roham. It largely achiev88 this through the grant of fund8 to Antingham Parochial Church Council in furtherance of its worl( in support of St Mary's Church. It18 also ow to applicab'ons from other 1TrJidual5 or organisatsons that ' J R Tull•v •Thl th A•vd S J M R••dlry •r• Tn••s rtu• of thlr 4w>olntrn•nts 41 ChLrchwwd•n and Roctor r•ip•¢ts'v•ty. Trmy r•maln •s Trurt••s lor th• dOn of th•lr •PWntm•nts.
JUDITH BARTRAM ANTINGHAM TRUST Regred Chaity No:1016979 IIIII• BALANCE SHEET AS AT YEAR END 318t MARCH 2026 .31.03.2.4 31.03.26 5.108 Barclay8 Bank Current Alc 2,333.75 X 113,440 M & G Investment Fund Fidelity/Quilter (£292,000 at C08t) CCLA Inve8tment Fund CCLA Global Equity Fund CCLA Dep081t Fund 134,067.55 0.00 221,901.04 199,554.99 17,242.62 231,480 211306 85,204 .596,81 57.5,099.95 616017 alan eBr htF rwar 1st ri12 26 596,815.01 -9,421 4,649 -22,060 7,330 Less exce88 Expenditure over Income add valuation gain 31.03.26 M&G Inve8tment8 I88 CCLA valuation L088 31.03.26 Quilter- transfer from asset to Income .2,774.29 20,627.39 49,241.27 (426.89) 596.811) 575,099.95 Lisa Catling Trea8urnr
(HARITY (OMMISSION FOR ELAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report R•port to th• tru•t• HC AptLTIIFIM ri 7¢•JS I On •ccounts th• year •nded Charlty no (If any) n erLLtrl 2c>l 101tsg?q S•t out on pa I report to the tru8tee8 on my ex8Trlnation rf tho #oJJrrt8 of the ab) charity (Ihe Trusf) for the year ended R•sponslbllltl•s and basls of rnport A8 the chariV8 Irustee8, Y are re8pon8ible for the preparation of the in accordan with the requirement8 of the Charitie8 Act 2011 rthe A¢n. I reFQrt in respecl of My examin of the Tnjst's KQ)Ufrts carried out under section 145 the 2011 Ac and in carrying out my exarThnatsJn, I ha folkThrtl all the applicable Direction8 given by the Chwity Commi8Si under 8ecllon 145(5)(b) of th• Acl. Independont trhe tharity'8 gross iTrxme exceodeA £250,000 and l am qualified to examlnerfs ststement undertake Ihe 8xarnin81ion by belng a quallfied member of Dn88rt n0 of app1¥ble list•J bthll. D818to [ ] If not appllcable. I have MPleted my exarnination. I cnnfimi that no material matters have me to my attention in connection with the exarnination (other than that disdosed bel(w I whk gfves Th cause to beheve that in, any rnalerial the acwunting rordS were kept in xcordance with SeCtic 130 of the Charitie8 Acl, or the accounts did not ac£ord wlth the accountir4J recxjrds; or the accounts did not cc¥nply 1th the applicable requirernents conceming the fofm and corrtent of xcounts sel in the Charities (A¢count8 and Report8} Regulth'on8 2008 other than any requirement that Ihe accounts give a 'true and fairf wew which18 not a mtor considornd a8 part of an Ind•pend8nt 4rnath.0n. I have concerns have come across no Otr matters In conwlion with the exwninats'on to which attentson shad be drawn in th15 rewl i order to enable a proper under81*)ding of the &>))unts to be reach&Y. ' Fyease delete the in the brnd(ets rf they do not wly. Slgn•d: Name: R•lovant prof•881onal quallficatlonls) or body IER Oct 2018