Decision Maker: Charitable Trustee Committee

Outcome: Recommendations Approved

Is Key Decision?: No

Is Callable In?: No

Date of Decision: August 4, 2025

Purpose: To provide an update on the current 2025/26 projected financial positions of the Norcross Scholarship Fund, the James Handley Bequest and the Doctor Chadwick Trust Fund. Also to notify trustees of the closure of the Charibond investment fund and ask Trustees to consider how they wish to proceed.

Content: