The Julia Norris Trust 1165904 31$t De¢embeT 2024 REPORT OF THE TRUSTEES Cor orate structure Th¢ Julia Norris Trust is a Chariiable In¢ortM)fdted Organisation. Ob'ectii'es of Trust 'I'he objeciive of rhe TTUSI is to provide acComjaIl0n in the four almshouses in Little Gransden Ewue8ihed by Julia Norris in 1901 in accordance .]lh the charitsble objects of the Trust. Basls or re aratlon of accounts 'I'hL%e aLLounis have been prepared on a receipts and payments b&sis rr Following the deaih of the ienani in 2023. one of the almshouses remained vacant uniil mid May 2024. Anothei unli was vacred in Sepiember. This place was filled in the firsi quaner of 2025. The Trus¢ees were considering the conversion of ihe old Trust Room into another unit of accomodation but de¢id¢d noi ¢0 proceed with this iniiiative. tnancl I r The Trusi recorded an annual surplus of £12.882 (2023 £14.290) 78.1964 COIF Invesimeni Fund Uniis were purchased for £?O.000 in July ?024 givin8 a holding of 984.1064 ui The units were valued ai £256.473 ai 31 si December 2024 bryin¥ rise to o revgluaiion surplus of£1 3.985. In addition the Trust holds £3.072 in a CBF Church of England Deposit Fund and a cuNent account of £12.490. Tru31ee Mark Barlow - Chairnian Ann Girling Clerk Jane Yerbury. Vicioria S¢ahright Jonaihan Ward Paul Bradley Loi5 Burge55 These account5 were approved by the Trusiees on . For and on behalf of the Trustees .
CHARITY COMM15510N FOR ENGLAND ANO WALES Receipts and payments accounts CC16a For thè p•rlod To 1$t Janua 2024 151 202 Section A Receipts and payments Unrestricted lund• Restricted funds Endowmeni lunds Total lund• Last year to th• £ to th• toth• toth• n•ami E toth• nmmt É A1 R•cel 23,000 mss income or AR) an l•ee t4blel. nv••thi•nt •• Tot•1 r•c•lpts A3P• m•ntg Day to #•y M$t¥ 11,710 Sub total 7.••J •.710 A4 Asset and Inveotment urcha8e8 tabl• so,cth) Sub total rot•ipaym•nts S8,710 Ngt of rfjcwpts/(paymontsJ A5 Transl•r8 betweén funds A6 Ca•h fundj 14•t y*•r •nd Cash funds th18 year end ,71 14 15.562 ccX R18ccounts ISSI 0310412025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to r••wt É Restricted fund¥ to n••wl£ Endowment fundj Cat090rf•¥ Oe¢all$ 81 Cash fund8 12,4 CdE0ePt 3,072 Total Cash funds IS,$62 Unr•striet fund R•¥trOet•d funds to r•r•it £ Endowmènt funds to n1£ Detalls Fund to 4i•t b•SDn Fund Current vDIu8 Detail8 COIF Irfv•bmrt Fwvj B3 Inv••tm•nt 4•••t• 256,473 Furhj to lch ¢urr•nt v•luo loMI D•t•ll• Co•t loOn•1) 84 A88•ts r•tln•d for th• ch•rlty'• own us• Fund to whh Jnount Whon du Son•1 Dètall• BS LlabIll•S Signed by one or tsw$te on b&haW of all th• tw$te•s Date of roval Signatu Print N8me rtL 71 CCKX R2 èttounts Issi 0310412025