Th
Nor
1165904
Ch#rit*blt In¢orpornl¢d Oryanl%•llo
Aceounis for iht 12 mun¢hs to 31it Decembtr 2023
Contents
Tru$leeJ' Repori
Recelpts PA)'ments Aeeount
Balance Sheet

lia Norrls Tr
4K14
REPORT OF
F. TRU.STE
truttu
The Julia Norris Trusi is a Charitable In¢orp)rJ*d Oryanisation.
Ob'¢¢tii'e¥ of Tr
Tlie objLLliVI ()r IhL 'fTU5t is lo provide ucc(yn(KJaiion in the foiir almshouw in l.ittle GTrrNlen
beqLieaihed by Julia Norris in 1901 in accordancc ii'ith ihe ¢haritable objccls of ihe 'l'Nsl.
re
lono
Is
-ri)¢5c aLioiinis Iia%L ￿.￿n priparL.d on a rec¢ipt$ and pa)'Inent5 b&81$
l.olloiiin¥T ihe death ol'ihe ienanL one ofilK 4lm5houses has ranained vacdni durin￿ ili¢ s¢cond half of ilie
year wliilL r¢lUrbI￿jn1ent ol-Ih¢ unli has iaken place. li Is eA￿cl¢d Ihai ihe i'acai)c> M'ill ty filled in IIK.
second quarter ol. ?11?4. '11)e-fru51ees are considerinbi Ihe conversion of ihL' old I'rus1 R(Kim iiito on()Iher
aLLoin￿l&ll{1n unit oiid hai'¢ aiithorised the submission of a preliminar). eiiquiry appliilliii)ii.
The Tmsi recorded an annuDI 5ury>Ius of£14.21X) 120•* - £?1.048)
219.47 COIF Invc51mLnl Flind Unli% ￿ere purLhased for £50.(KKJ in MaTLh ?0?3 biiiinbi a Iiolding of90S.g1 unl
-I'h¢ ¥aluL' ol'ih¥ unils rLxovered 4imnbli' in Ihe Ll()sing mDnihs ofthL' lear aiid Th)ii valuLxI at Al?4.666
iviny lo g ￿Valution surplus at the end ofihe >'eor ol. £?1.205 1!0)I. Ios5 01-£ry 1781
In #dditi0i1 th¢ Trusi hold5 £2.917 in a CBF Church of England De￿11 Fund aTrJ 8 ciirrenl accouni
01-£19.763.
Murk Elurloii.. Chaim)an
Ann Girlin¥ Clerk
Jane Yerbiiry
Victori8 Seabri¥hi
Jonllihan Ward
Paiil Bradley
These accounts h'L're approved b). Trustees on '.
For and on behaifof the Trusi¢es .

JullA N
ris Trust
Rccei
tsa
12 months
J141 Ikcember 2V23
2022
WMC receipls
Easiern Poiier l.$ lear w*}'leave agreemeni
Iiileresi on CCLA CBF Deposii
TotAI r¢¢elpts
?4.?40
?1.840
1.064
96
23.IMKI
37
24J77
74
Almshouse Association M¢mtrtrship fe
MainlenanLe
Rel'llrbisl)meni No 8
GardL'li work
IIisLirnIKe
VOA Fair reni asseksment
l elevisinn licenie
Trusl R(x)m plpnningi application
Totxl D¥). Iii D#). eoJls
1.$3
1.507
?.389
l.Q72
891
18
397
2229
710
Syrplus for ihe y￿1
22.0411
14J91)
keserve8 BIF
189.803
209.673
Gainldefiiil on revaluAtion ofcoiF unils
?1.205
Reserves CIF
209.673
144.168

The Juli# Norris Trust
116S9(fv4
BAl4nce Sheet 81 .
20
112J
stm
COIF Unl￿ at Bid Morkth VJlLie BIF
PiiTLhased in period
Gain.'dLlicii on revaluation
Col F llnlts 4t Bld Market cir
l i3.461
50.000
222.488
Nat West Curyeni A¥COUffl
L ol. ["- Dep051t
Totsl b8•k hlances
19.763
2.417
22,680
Total
2119.673
245.168
Finonced by -
Re5¢rve5 b'f
189.803
•09.673
SLirplus in Year
Deliiitl(iain on revaI￿tiOn of COIF Liniis
14.2110
21.205
Rt*rvey clf
109.073
241.1611