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2023-12-31-accounts

JOHN ALEXANDER BRIGHT MEMORIAL FUND

Statement of Assets & Liabilities at 31 December 2024

Funds Reconciliation
Opning Balances at 1 January
At Bank
At Investment Managers
Outstanding Loans
Investments at Market Value
Sub-Total
Add Surplus for the Year
TOTAL
Increases/Decreases in: -
Loans
Value of Investments
Rounding
Sub-total
Closing Balances at 31 December
Held as: -
Ulster bank Balances
Evelyn Partners Balances
Outstanding Loans
Investments at Market Value
Total
RestrictedTOTAL TOTAL
Funds
2023
2023
2022
102,324
102,324
45,593
9,250
9,250
8,287
36,015
36,015
62,000
823,899
823,899
916,923
971,488
971,488 1,032,803
42,039
42,039
57,798
1,013,527 1,013,527 1.090,496
-15
-15
-25,985
-24,491
-24,491
-93,024
---
---
1
-24,506
-24,506
119,008
989,021
989,021
971,488
111,422
111,422
102,324
42,191
42,191
9,250
36,000
36,000
36,015
799,408
799,408
823,899
989,021
989,021
971,488
RestrictedTOTAL TOTAL
Funds
2023
2023
2022
102,324
102,324
45,593
9,250
9,250
8,287
36,015
36,015
62,000
823,899
823,899
916,923
971,488
971,488 1,032,803
42,039
42,039
57,798
1,013,527 1,013,527 1.090,496
-15
-15
-25,985
-24,491
-24,491
-93,024
---
---
1
-24,506
-24,506
119,008
989,021
989,021
971,488
111,422
111,422
102,324
42,191
42,191
9,250
36,000
36,000
36,015
799,408
799,408
823,899
989,021
989,021
971,488
RestrictedTOTAL TOTAL
Funds
2023
2023
2022
102,324
102,324
45,593
9,250
9,250
8,287
36,015
36,015
62,000
823,899
823,899
916,923
971,488
971,488 1,032,803
42,039
42,039
57,798
1,013,527 1,013,527 1.090,496
-15
-15
-25,985
-24,491
-24,491
-93,024
---
---
1
-24,506
-24,506
119,008
989,021
989,021
971,488
111,422
111,422
102,324
42,191
42,191
9,250
36,000
36,000
36,015
799,408
799,408
823,899
989,021
989,021
971,488
TOTAL
2022
45,593
8,287
62,000
916,923
971,488
111,422
42,191
36,000
799,408
102,324
9,250
36,015
823,899
989,021 971,488