Annual Report and AccountsAnnual Report and Accounts 2020 - 20212020 - 2021
Our mission
1995 - a charity is born
- t To enable children in children’s hospices and hospitals in the UK to access music therapy, by establishing posts for music therapists and providing appropriate musical instruments;
Jessica George was nine years old when she was diagnosed with an inoperable brain tumour. Jessie’s Fund was established to meet the cost of extra treatment, but this bright and musical child died before undertaking the treatment – less than six months after her diagnosis.
- t To help children in special schools and hospitals to participate in creative musical activities, by offering the expertise of specialist professional musicians;
Jessie’s Fund was registered as a charity in 1995, with the aim of enabling children with life-limiting illnesses or serious disabilities to be heard and supported through the language of music. Our UK-wide provision of interactive music-making and music therapy gives a voice to children who struggle to communicate.
- t To train staff working with children who have complex medical needs or special educational needs and disabilities to use music as a tool for learning and communication.
The Trustees have given due consideration to the Charity Commission’s published guidance on public benefit when setting the charity’s aims.
Jessie’s Fund follows the Charity Governance Code, ensuring a high quality of governance, and is registered with the Fundraising Regulator.
Contents
Trustees’ Report
| Trustees’ Report | |
|---|---|
| Chair’s report | 2 |
| The why | 4 |
| The where and how | 5 |
| Children’s hospices | 5 |
| Special schools | 6 |
| Hospitals | 8 |
| Training | 9 |
| Grant-making programme | 10 |
| The coming year | 11 |
| Making it happen | 12 |
| Policies | 13 |
Financial and Legal Reports
| Financial and Legal Reports | |
|---|---|
| Treasurer’s report | 16 |
| Statement of Trustees’ Responsibilites | 18 |
| Independent Examiner’s report to the Trustees | 18 |
| Statement of Financial Actvites | 20 |
| Balance Sheet | 21 |
| Notes to the fnancial statements | 22 |
| Legal and administratve informaton | 36 |
| Summary of Financial Actvites | 37 |
Chair’s report
It was Hans Christian Andersen, the Danish author of much-loved children’s fairy tales, who wrote that ‘Where words fail, music speaks.’ In a sense, Jessie’s Fund is the living embodiment of that quotation – we exist to help those children for whom speech is difficult or impossible to express themselves, and to experience joy, through music. In pursuit of that mission, this year, Jessie’s Fund, like all other charities – indeed all people – has faced the unprecedented, and unpredictable, challenges of covid. As Chair, I feel very proud of the way in which our staff have risen to these challenges, transforming the way in which they work so as to ensure that the children we serve were not left high and dry. One has only to look at the videos on the Jessie’s Fund YouTube channel to see how creative the response has been. On top of this our small staff team, accustomed to working together from our little office in York, have all adapted their homes as offices and found new ways of communicating with one another, so that they still work as a team. Some of our new ways of working will, I am sure, continue alongside the face-to-face work at which our staff have become so skilled. But it will be a massive relief to all concerned that this will be a matter of choice, and not something forced upon us by the pandemic.
Of course, while the real work of the Fund is carried out by our dedicated small staff team, and the musicians who work with us in schools and hospitals, Jessie’s Fund is also determined that it should be properly guided by a strong board, one which I’m privileged to chair. This year we bade farewell to a longstanding board member, Rebecca Howard, who has been unstintingly supportive, and we have welcomed Liz Varlow, who brings a wealth of experience as a musician; as a deafened person; and as the sister of a man with severe learning difficulties.
Finally, we are very conscious that at all levels in the Fund we have work to do to ensure that we look like the country in which we work – particularly that we have a properly diverse board, and we are making efforts to meet that challenge in the coming months. We also want to find ways of involving the parents and carers of the children we serve in helping to shape our work.
There is much, then, to keep us busy in the coming year, always remembering that the real work, as expressed by Hans Christian Andersen, is to make sure that those who have few, or no, words, can use music instead.
Of course, not everything could simply be switched to online – not least, the events planned for our 25th anniversary, intended in part to generate much-needed income for the Fund, all had to be cancelled, but we are holding some of those events instead in the current year.
If I may be allowed a personal note, my wife and I first became involved with Jessie’s Fund some 20 years ago, when we were ‘sharing carers’ for a 3-year old child with acquired cerebral palsy. She could not speak, and was confined to a wheelchair. But when we were with her, we became aware that she responded to music, her eyes lighting up at some of the ‘cheesy’ pop to which we subjected her. So we wanted to explore whether some of the ideas and equipment which Jessie’s Fund were deploying might further interest her – and it proved to be the case. We realised, for the first time, what music meant for such a child. So, as I read this year’s report, I was particularly moved by the comments from parents, teachers and carers about the impact our work has made during the lockdowns, when it has been appreciated even more than usual. That children with communication challenges should be left without access to one of the main means of communication – music – doesn’t, frankly, bear thinking about.
Steven Burkeman Chair
4 November 2021
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2 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
The why
“ Everyone has the right to freedom of opinion and expression; this right includes freedom to hold opinions without interference and to seek, receive and impart information and ideas through any media and regardless of frontiers.
The where and the how
Our work was massively impacted by the pandemic; all face-to face interaction suddenly ceased in late March 2020, so this report tells the story of how we adapted to a situation we could never have imagined just a few weeks before.
Article 19, United Nations Universal Declaration of Human Rights
How do children and young people express themselves if they cannot speak, and perhaps don’t comprehend spoken language? The need to communicate does not disappear simply because the conventional means to do so is not present.
Jessie’s Fund’s journey began in 1994 at Martin House, a children’s hospice in Yorkshire, where Jessie’s family first became aware of how many children find communication difficult or impossible. As musicians, they knew that the language of music could be invaluable in helping these children to connect with the world around them, to express their feelings and frustrations, to control pain, and to have fun.
More than one million children are eligible for special needs support in England alone, and almost 250,000 of them have speech, language and communication needs ( Special Educational Needs in England: January 2021 – Department of Education report). Jessie’s Fund can’t help them all, but our mission is to help as many as we can to live a fuller life by bringing music as a tool for expression into the centre of their world.
Children’s hospices
As soon as the lockdown was announced, we invited all the music therapists working in children’s hospices (most of whose jobs we had initiated) to a remote training session on how to use Zoom to deliver music therapy sessions remotely. As you read this, Zoom has become a part of everyday life, but until the pandemic struck few people had experience of the tool.
We followed this meeting with further sessions every couple of months which proved essential in facilitating the sharing of techniques, information about equipment, and experiences. In this way, children with life-limiting illnesses, many of whom were now shielding at home, were still able to benefit from music therapy.
“
- Thank you for all the amazing work you do. It means so much to us and has really enriched William’s life – he loves music and the [Zoom] sessions (especially the latter!) It’s been a really challenging year for us as a family, particularly at the beginning of the year when we almost lost William. Coming to the music classes and meeting other mums has really helped me cope. We’re extremely thankful for all your hard work and support. A mum, Haven House Children’s Hospice
As well as this sector-wide support, we financially supported music therapy at several children’s hospices during the year: Haven House (Essex); East Anglia’s Children’s Hospices; Rainbows; Alexander Devine Children’s Hospice Service; Zoe’s Place Baby Hospice (Coventry); Ty Hafan (Cardiff).
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4 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Special schools
Our busy calendar of work in special schools was effectively wiped clean on 23 March 2020 when the government issued the first ‘stay at home’ order. Special schools remained open for children of keyworkers and for pupils who would be safer in education provision, but many of the more vulnerable children were shielding in their homes. All their usual support systems suddenly evaporated, so Jessie’s Fund had to adapt quickly to find new ways of reaching these children remotely, in schools and in homes, so they could continue to explore, communicate and interact through music.
As a result, these extraordinary times have brought about some significant developments in the delivery of our schools’ service. We released our first interactive music video in May, based around the Mozambican song ‘Makuta me’, which was specially designed to cater for the processing times of sensory learners with complex needs.
The feedback, just a small sample of which we share, was overwhelming.
“ I have just seen the Jessie’s Fund video, I thought it was absolutely fantastic and spot-on for what schools need right now. We are on a three-week rolling programme with different staff each week but the same students, material like this is fantastic for continuity.
Adam Featherstone, Priory Woods School, Middlesborough
“
This is fabulous. So beautifully sung, played and put together… I was only going to have a quick look at it very late last night on my way to bed, and ended up watching the whole 20 minutes and singing along after midnight!
Wendy Prevezer, Speech, Sign and Song Club
“
I came across the Jessie’s Fund videos on YouTube during the lockdown. My little one loves the music. You have become like our friends as we like to watch every day.
Jill Carr
We have since gone on to produce seven more interactive music videos: Space, Forest, Sea, Winter, Christmas, Spring and, most recently, Carnival. They are all now freely available on the Jessie’s Fund YouTube channel and provide instant access to a high-quality Jessie’s Fund music session for schools and for families. We will continue to add to the series in the future.
Staff development underpins all our work in special schools and in supporting teachers remotely; we have produced a series of eight staff training videos, covering a range of topics - from how to create an immersive musical environment to how to structure a simple composition. These have been circulated to schools and are also freely available on the Jessie’s Fund YouTube channel.
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6 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Special schools (cont.)
Live-streaming music sessions into special schools poses many challenges; not only are there the technical issues with latency between remote computers, but many of the children we work with are very sensory and benefit from the resonance experienced during live sessions. However, we navigated our way through these problems and our musicians successfully delivered live-streamed music sessions into special schools in Surrey, Nottinghamshire, Cumbria and North Yorkshire.
“ One of our pupils doesn’t like to sit long in the circle, but he sat happily for the full session and smiled the whole time and even joined in playing the instruments. If we can’t have Jessie’s Fund here in person, this is the next best thing!
Lisa Moore, James Rennie School
The pandemic has challenged all educational settings across the UK, not least special schools caring for medically vulnerable pupils. For the Jessie’s Fund schools’ programme, it has been a time of consolidation, building up a bank of resources and exploring what we can achieve musically using the medium of the internet.
Although music therapy in Newcastle and York was paused, we were involved in establishing a music therapy project with babies in neonatal intensive care at University College London Hospital, which started in November 2020. Music therapy there has been especially beneficial for families whose infant has had a particularly challenging start to life (for example owing to brain injury), requiring ventilation or heavy sedation. For these families in particular, music therapy provides time to concentrate on being together. Music therapy sessions are a time when parents can focus on their baby as a whole; this may be one of the few things which feels positive and ‘normal’ for them.
- “ The families, babies and staff of the unit have benefitted from Kirsty’s [music therapist] expertise and positivity at such a challenging time. As well as supporting maternal and infant attachment through music therapy, Kirsty has also been invaluable in supporting families with babies on a palliative pathway. Within a few weeks of her working with us, it has become difficult to imagine the unit without her.
Dr Giles S Kendall, Consultant and Clinical Lead for Neonatal Medicine (UCLH)
Training
Hospitals
Some five years ago, we started to plan music therapy projects in hospitals – plans which came to fruition in June 2018, when we established a music therapy post at the Great North Children’s Hospital in Newcastle, and at York Hospital. This was a pilot project which drew to an end just as the pandemic was taking hold. Though the decision to continue to support this work had already been made, it had to be put on hold. However, throughout the year there have been discussions with the hospitals about the best time to resume, and as the year came to a close we were preparing to advertise the posts again.
We always place great value on sharing skills so that expression through music becomes accessible to more and more children with special needs. The pandemic was not going to change our resolve. Our annual training courses were presented differently this year; for the first time we ran the courses entirely online, and found ourselves oversubscribed, despite adding extra dates. We had more attendees in 2020 - 21 than ever before - 54 people attended large group sessions, small group sessions, and tutorials, in order to gain accessible skills to make music with children, whether online or in person.
“
I just wanted to share a beautiful music session experience I had with a child at the hospice a couple of weeks ago which was enhanced thanks to the skills I’ve learnt from my recent Jessie’s Fund training. We had a young boy in for a respite stay, who has a port which required accessing for treatment. His nurse says that he is always distressed by this process and requires some mild, yet firm restraint in order to do the treatment successfully. My colleague and I supported him throughout the day whilst on his treatment, distracting him, through music, from tugging
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8 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
The coming year
at the lines… The child was so happy, so smiley. Once his treatment had finished, his nurse came and we asked for her to remove his lines in the music room because he was having such a lovely time, we didn’t want to disturb his creative session. The child required no restraint during the removal of the lines from his port because of the magic of music.
We will continue to navigate our way through the shifting sands of the pandemic, adapting and providing support in the best ways we can. We are responsive to requests for financial help from children’s hospices where we established music therapy in the past, but which are no longer funded by us. We have set aside a modest sum for emergency funding to help maintain their services, and we will continue to offer a regular forum to the music therapists via online network events.
Nikki Johnson, Donna Louise Children’s Hospice
Music therapy at the Great North Children’s Hospital and at York Hospital will be resumed during the coming year, and the work with infants in intensive care at UCLH continues.
Grant-making programme
In addition to our pro-active work, we support a small number of like-minded organisations through a grant-making programme. Our trustees normally consider applications three times a year, but this year we paused the first round in order to take stock of the changed circumstances. For example, some who had applied to us did so before the pandemic, and their projects were no longer practical. By the autumn we and our applicants had adapted, and we were able to start our support once again, offering grants to 15 organisations (other than children’s hospices and hospitals) by the end of the year.
Families of children who need music therapy, but have no way of accessing it other than privately, also apply to us to help cover the considerable expense. Lockdowns during the year meant that there was a great reduction in the number of sessions which could take place, but we still managed to help 27 children in a total of 324 music therapy sessions.
- “ I just wanted to say thank you from the bottom of my heart for sponsoring a part of my daughter A’s music therapy sessions while her sister was undergoing cancer treatment in lockdown. You are a wonderful charity and it meant an incredible amount to us as a family that A could access more treatment with your support. It has made a monumental difference to her mental health, and this of course has a direct influence on her little sister undergoing treatment for cancer too. Thank you for all you do and for making such a difference to families in need.
(Names withheld for confidentiality)
In our schools’ programme, we have built resources and discovered how we can work remotely, but there is no real substitute for face-to-face musical interaction. With the gradual easing of restrictions, we plan to reschedule some of the postponed projects and to return to special schools in a covid-safe way. Where this may not be possible, we will use a blended approach of online and in-person work, or, if necessary, we will work entirely remotely.
“ We hope that you can come back into school again soon, as live music is the best! Rowena Millar, Applefields School York
We have plans in place for in-person training courses, and also ‘blended’ courses. Staff working with children with disabilities will have the chance to learn music making skills, whether they choose to attend face-to-face or remotely.
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10 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Making it happen
Policies
Governing document
Our small office team spent the whole year working from home, with video calls several times a week and the support of more frequent meetings of trustees than usual. As we go into 2021 - 22, we remain at home, but plan a gradual return to our Priory Street office. Having had to reinvent our ways of working, both administratively and with our beneficiaries, the pandemic has been very demanding on staff time, but we look upon this as an investment, increasing our resources for the future.
Whilst all fundraising events were cancelled for the year, we are now cautiously planning to reschedule some of our 25th anniversary celebratory events for autumn 2021. We were very fortunate in having a BBC TV Appeal during the year, which, along with the Big Give Christmas Challenge, helped us to maintain a safe level of income. We are also grateful to the organisations listed here for their support, as well as to those who prefer to remain anonymous.
Jessie’s Fund’s governing document is a Deed of Trust authorised by the Charity Commission on 25 March 1995 and amended on 15 February 2013.
Organisational structure
The Board of Trustees has overall responsibility for the charity. The minimum number of Trustees as set out in our governing document is four, each engaged for a two-year term of office. On 31 March 2021 there were seven Trustees. Trustees may offer themselves for re-election on completion of their term of office. There is an additional Advisory Board of three people and an Honorary Treasurer. The daily running of the charity is contracted out to the Director, the Director of Learning, the Administrator and the Projects Assistant.
Appointment and induction of trustees
Appointment of trustees is by invitation: emphasis is placed on relevant expertise. Our trustees’ areas of expertise include:
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medicine
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mental health
Arimathea Charitable Trust HDH Wills Charitable Trust Holbeck Charitable Trust Lake House Charitable Foundation Lodge Farm Charity Park Hill Charitable Trust
Plastow Family Charitable Trust The HBJ Trust Sylvia and Colin Shepherd The Postlethwaite Foundation Charitable Trust The Radcliffe Trust The Barry Anthoney Newsam The Victoria Wood Foundation Charitable Trust Yorkshire Building Society Charitable The Girdlers’ Company Foundation
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music
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arts management
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law
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voluntary sector
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fundraising
Newly appointed trustees are given induction packs, including a copy of our governing document and a guide to the responsibilities of trustees. They also spend time being thoroughly briefed by the Director. They are shown videos of our work with children and invited to observe, and even take part in, our music-making training courses.
Risk management
The Trustees have considered the risks affecting the organisation, particularly those concerning the flow of funds to meet the programme and the importance of key persons. The Trustees have a risk management strategy which comprises:
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an annual review of the risks and uncertainties that the charity faces;
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the establishment of policies, systems and procedures to mitigate those risks identified in the annual review;
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the implementation of procedures designed to minimise or manage any potential impact on the charity should those risks materialise;
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a reserves policy.
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12 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Reserves policy
It is the Trustees’ policy to designate funds to cover planned commitments for future charitable activities. The charity is dependent on grants, donations and fundraising events for its income, which is subject to fluctuating economic circumstances. To ensure that Jessie’s Fund will be able to implement its planned commitments, we maintain an emergency operating reserve to meet core operating expenses in adverse financial conditions.
The Trustees have reviewed this policy and the required commitments in the light of the charity’s current and forecast programme, and have decided that the appropriate range for the emergency operating reserve is £45,000 to £65,000. The lower figure would be sufficient to enable the implementation of charitable projects as designated for approximately one year in the event of a 50% drop in forecast income. This would allow time for reorganisation and re-establishment of income streams without impact on the planned programme. The higher figure would provide insurance against a sharper drop in income or a longer recovery period.
The emergency operating reserve also provides cover for unforeseen operational emergencies, such as additional staff in the event of long-term sickness absence of a member of the charity’s small administrative team. In addition to the emergency operating reserve, the charity needs to fund working capital and to have enough funds available to expand its overall programme of work.
Financial and Legal Reports for the year ended 31 March 2021
At 31 March 2021, the unrestricted, undesignated reserves amounted to £126,608, which includes our emergency operating reserve.
As the world continues to face uncertainty and funding for the charitable sector is potentially volatile, we are happy to hold reserves in excess of our usual policy to ensure the continued provision of our services.
Grant-making policy
Jessie’s Fund has an ongoing commitment to award grants to projects which meet our criteria as set out in our statement of objectives. We have adopted the following process for awarding grants:
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an annual budget is allocated for grants;
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all requests for grants of over £1,000 are considered by trustees at three meetings per year;
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trustees have delegated responsibility for approval of grants below £1,000 to the administrative team
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(Director and Administrator) where appropriate;
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where a grant applicant is unsuccessful we endeavour to provide constructive and helpful feedback.
| Treasurer’s report | 16 |
|---|---|
| Statement of Trustees’ responsibilites | 18 |
| Independent Examiner’s report to the Trustees | 18 |
| Statement of Financial Actvites | 20 |
| Balance Sheet | 21 |
| Notes to the fnancial statements | 22 |
| Legal and administratve informaton | 36 |
| Summary of Financial Actvites | 37 |
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14 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Treasurer’s Report
This year has presented considerable challenges, despite which our financial position remains in reasonably good health. Jessie’s Fund has responded creatively to the difficulties presented by the cessation of face-to-face projects, as you will see from the previous pages of this report: particularly noteworthy are the interactive videos created in place of in-person schools’ projects.
We closed the year with a modest surplus of £175 giving total reserves of £292,335 as at 31 March 2021. Of these reserves £20,964 is restricted for specific projects, and we have designated £144,762 for our committed charitable activities in the new financial year. These include the projects in special schools, music therapy in hospitals, and music therapy in children’s hospices, as well as grants for individuals. Our unrestricted undesignated reserves of £126,608 include our emergency operating reserve (for policy details see page 14).
Jessie’s Fund is reliant on income from voluntary donations and on grants from trust funds. Income from Friends of Jessie’s Fund and many other supporters was £133,539 over the year, with Gift Aid tax refunds bringing an additional £18,403. In addition, legacies have brought in £21,240 this year.
Fundraising activities have been severely curtailed by the pandemic, despite which events and merchandise sales have raised £14,272.
Grant income from trust funds has remained healthy despite the particular challenges of this year. At £59,652, it was only very slightly lower than last year. The Victoria Wood Foundation is especially generous to us, at the expressed wish of our eponymous late Patron.
Expenditure on music therapy in children’s hospices has increased this year to £53,781, as we responded to appeals for emergency funding, and we were able to maintain a similar level of grants awarded to other organisations and individuals to that of recent years, at £67,539.
Expenditure on our hospital work has also increased, to £25,538, and we spent £58,970 on the programme in special schools.
Staff costs were unusually high, with the need to deal with the crisis posed by Covid-19, and reflecting the time involved in adapting every element of our work.
Jessie’s Fund is run by a small York-based team whose achievements are extraordinary, and whose commitment is apparent in every aspect of their work. They are supported by trustees who bring much expertise and are always ready to give advice and guidance.
Sally Brabyn Honorary Treasurer 4 November 2021
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16 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Statement of Trustees’ Responsibilities
The Trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards. The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of the incoming resources and application of resources of the Charity for that period. In preparing these financial statements, the Trustees are required to:
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select suitable accounting policies and apply them consistently;
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� observe the methods and principles of the Charities SORP;
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make judgements and estimates that are reasonable and prudent;
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state whether applicable accounting standards have been followed, subject to any departures disclosed and explained in the financial statements;
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prepare the financial statements on a going concern basis unless it is inappropriate to presume that the charity will continue in operation.
The Trustees are responsible for maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The Trustees are responsible for the maintenance and integrity of the Charity and financial information included on the charity’s website.
Independent Examiner’s Report to the Trustees of Jessie’s Fund
I report on the accounts of Jessie’s Fund (the Trust) for the year ended 31 March 2021, which are set out on pages 20 to 35.
This report is made solely to the Charity’s Trustees, as a body, in accordance with Section 154 of the Charities Act 2011. My independent examination work has been undertaken so that I might state to the Charity’s Trustees those matters I am required to state to them in an Independent Examiner’s Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity’s Trustees as a body, for my independent examination work, for this report, or for the opinions I have formed.
Responsibilities and basis of report
As the charity Trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner’s Statement
Since the Trust’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
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the accounts do not accord with those records; or
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the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or
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the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn.
A. C. Rodaway, FCA, DChA HPH, Chartered Accountants 54 Bootham, York, YO30 7XZ
- 4 November 2021
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18 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Statement of Financial Activities for the year ended 31 March 2021
----- Start of picture text -----
2021 2020
Note £ £ £ £
Income from: Unrestricted Restricted Total Total
Donations and legacies 2a) 190,767 42,848 233,615 219,742
Other trading activities 2b) 14,272 - 14,272 55,994
Investment 2c) 4,161 - 4,161 3,647
Charitable activities 2d) 150 - 150 15,364
Total income 209,350 42,848 252,198 294,747
Expenditure on:
Raising funds 3 21,274 - 21,274 24,432
Charitable activities 3 198,371 32,378 230,749 296,274
Total expenditure 219,645 32,378 252,023 320,706
Net (expenditure)/ income for the year (10,295) 10,470 175 (29,959)
Funds brought forward at 1 April 2020 281,665 10,495 292,160 322,119
Funds carried forward at 31 March 2021 271,370 20,965 292,335 292,160
----- End of picture text -----
Balance Sheet as at 31 March 2021
| Note Fixed Assets 9 Current Assets Stock 10 Debtors 11 Cash at bank and in hand Creditors: amounts falling due within one year Accruals and deferred income 12 Net Current Assets Total assets less current liabilites Total Net Assets The Funds of the Charity Unrestricted - designated 15 Unrestricted - undesignated Restricted 14 13 |
£ 2021 945 1,841 5,769 301,145 308,755 17,365 291,390 292,335 292,335 144,762 126,608 271,370 20,965 292,335 |
£ 2020 1,261 2,612 6,676 303,589 |
|---|---|---|
| 312,877 | ||
| 21,978 | ||
| 290,899 292,160 |
||
| 292,160 | ||
| 205,538 76,127 |
||
| 281,665 10,495 |
||
| 292,160 |
Approved by the Board of Trustees on 4 November 2021 and signed on their behalf by:
Steven Burkeman (Chair)
Sally Brabyn (Treasurer)
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20 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Notes to the financial statements for the year ended 31 March 2021
1 Accounting policies
a) Basis of Accounting
The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.
The financial statements have been prepared to give a true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide atrue and fair view’. This departure has involved following the relevant version of the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn
The Trustees have a reasonable expectation that the Charity has adequate resources to continue in existence for the foreseeable future. They continue to believe the going concern basis of accounting is appropriate in preparing the financial statements.
Jessie’s Fund meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).
b) Depreciation policy
Depreciation is provided on all tangible fixed assets in use at rates calculated to write off the cost or valuation, less estimated residual value, of each asset over its expected useful life, as follows:
Office equipment – at 25% reducing balance Computers – at 25% reducing balance Music equipment – at 25% reducing balance
We do not capitalise any item under £150 value on purchase.
c) Stocks and work in progress
d) Debtors
Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid after taking account of any trade discounts due.
e) Cash at bank
Cash at bank and cash in hand includes cash and any short term deposit accounts with a maturity of three months or less from the opening date.
f) Creditors and provisions
Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.
g) Income
Interest receivable is accounted for on an accruals basis.
Gift Aid is included based on amounts recoverable at the accounting date.
Donated services are only included in incoming resources where another party is bearing the financial cost of the resources supplied and the benefit is quantifiable, receivable and material. Donated services are valued at the lower of the cost borne by the party bearing the cost and a reasonable estimate of the value of the donation to the Charity.
A legacy is regarded as received when it has become reasonably certain that the legacy will be received and the value of the incoming resource can be measured with sufficient reliability.
Voluntary income arising from events, principally sponsorship, is recognised in the period which the event takes place.
Grant income is recognised when the Charity is entitled to receipt.
Other income is accounted for in the year in which it was received.
Stocks are valued at the lower of cost or net realisable value.
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22 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
2 Income from:
h) Funds
The charity’s funds consist of restricted and unrestricted amounts as shown in the Statements of Financial Activities.
Unrestricted funds may be used at the trustees’ discretion in furtherance of the charity’s objects. Restricted funds may only be used in accordance with the donors’ wishes as shown in note 14.
i) Expenditure
Grants payable are accounted for in the year in which the grant was paid. All expenses are accounted for on
an accruals basis. Direct costs are allocated to the key strategic areas of activity.
-
Costs of generating funds are those costs incurred in attracting voluntary income, and those incurred in trading activities which raise funds.
-
Charitable activities are those activities which are undertaken to meet our charitable objectives.
-
• Support costs include management functions and have been allocated to key strategic areas of activity on a basis consistent with the use of resources.
-
Governance costs include those incurred in the governance of the charity which relate to the strategic running of the charity and its assets, and are primarily concerned with constitutional and statutory requirements. These are distinct from costs associated with fundraising or charitable activity.
j) Taxation
Jessie’s Fund is a registered charity and is generally exempt from tax on income and gains. The charity is not registered for Value Added Tax.
a) Donations and legacies
| a) Donatons and legacies | ||
|---|---|---|
| 2021 | 2020 | |
| Unrestricted Restricted Total |
Total | |
| Friends’ subscriptons Miscellaneous donatons In Celebraton & In Memoriam donatons Legacies Grants from Trusts and Statutory Grants Gif Aid tax refunds Donated services Total income from donatons and legacies |
£ £ £ |
£ |
| 18,328 - 18,328 84,485 14,262 98,747 16,571 - 16,571 21,240 - 21,240 31,740 27,912 59,652 18,403 - 18,403 - 674 674 190,767 42,848 233,615 |
18,553 84,389 30,600 6,000 60,940 18,613 647 219,742 |
The Charity also benefits greatly from the involvement and enthusiastic support of a small number of volunteers who help with administration, on an ad hoc basis. In accordance with Charities SORP, the economic contribution of general volunteers is not recognised in the accounts.
b) Other trading activities
| Fundraising events Merchandise income c) Investment income Interest received on cash deposits d) Charitable actvites Jessie’s Fund programme in Special Schools Hospitals Project Training courses Total income |
10,460 - 10,460 3,812 - 3,812 14,272 - 14,272 4,161 - 4,161 150 - 150 150 - 150 209,350 42,848 252,198 |
44,599 7,394 51,994 3,647 8,850 2,565 3,949 15,364 290,747 |
|---|---|---|
In 2020 the only restricted income was £29,144 in donations and legacies.
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24 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
3 Expenditure on:
Analysis of support costs
----- Start of picture text -----
Direct activity Grant funding Support Total Total
undertaken costs 2021 2020
Charitable activities of activities
£ £ £ £ £
Music therapy / creative music projects/
research - 35,570 6,996 42,566 51,437
Music therapists in children’s hospices 48,460 - 5,130 53,590 46,213
Music therapy - individuals - 14,857 9,328 24,185 29,984
Jessie’s Fund programme in Special
Schools 49,778 - 9,019 58,797 99,769
Music therapy in hospitals - 15,863 9,328 25,191 31,292
Creative music projects in hospitals - - - - 11,948
Instruments 800 - - 800 1,440
Governance - - 14,055 14,055 12,382
Training courses and workshops 4,569 - 6,996 11,565 11,809
103,607 66,290 60,852 230,749 296,274
Raising funds
Fundraising events 2,323 - 14,875 17,198 19,523
Fundraising trading 2,423 - 1,653 4,076 4,909
4,746 - 16,528 21,274 24,432
Total expenditure 108,353 66,290 77,380 252,023 320,706
----- End of picture text -----
----- Start of picture text -----
Charitable Costs of Total Total
activities raising funds 2021 2020
£ £ £ £
Staffing 50,461 12,615 63,076 44,317
Information resources & staff training - 750 750 760
Trustee expenses - - - 1,302
Accountancy fees 3,221 - 3,221 2,909
Other support costs 7,013 3,005 10,018 9,832
158 157 315 421
Depreciation and loss on disposal
60,853 16,527 77,380 59,541
----- End of picture text -----
Charitable activities totalling £32,378 (2020: £45,951) were allocated to restricted funds.
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26 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
4 Direct charitable grants
Direct grants, for music therapy unless otherwise stated, were made from unrestricted funds as follows:
5 Human Resources
Administration is contracted out to L. Schatzberger (Director) and to K. Kadow (Administrator).
Management of the programme in special schools is contracted out to B. Koerber and schools’ project administration is contracted out to L. Williams.
£
| £ | |
|---|---|
| Alderwood Academy | 2,880 |
| All in Sound | 4,000 |
| Cann Bridge School (for musical instruments) | 1,500 |
| East SILC (John Jamieson School) | 300 |
| Fern House (for musical instruments) | 700 |
| Friends of Braidburn School | 2,200 |
| Grace House | 2,800 |
| Grants for individuals’ music therapy | 14,857 |
| Highfeld Litleport Academy | 3,000 |
| Ridgeway School | 3,775 |
| Rowan Park School (for musical instruments) | 925 |
| Russell School | 2,000 |
| Saxon Wood School | 3,000 |
| St Joseph’s School | 2,590 |
| The Centre School, Cambridge (musical instruments, paid to Gear4Music) | 900 |
| University College London Hospital | 15,863 |
| Victoria Kammin (for Martn House research) | 2,000 |
| Walton Leigh School | 3,000 |
| Total direct grants | 66,290 |
6 Trustees
No Trustee has received any remuneration during the year. There were no trustees’ travel or other expenses during the year. (Expenses reimbursed to the trustees in 2020: £1,302).
7 Audit and accountancy fees
| 7 Audit and accountancy fees | ||
|---|---|---|
| 2021 | 2020 | |
| £ | £ | |
| Independent Examinaton | 3,221 | 2,977 |
| 8 Donated services | ||
| Donated services received were as follows: | ||
| 2021 | 2020 | |
| £ | £ | |
| Accountancy services | 674 | 647 |
8 Donated services
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28 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
9 Tangible fixed assets
| Ofce equipment Computers Music equipment Total £ £ £ £ 4,314 9,677 2,720 16,711 |
|
|---|---|
| Cost | |
| To 1 April 2020 | |
| Additons | |
| At 31 March 2021 | 4,314 9,677 2,720 16,711 |
| 3,853 9,044 2,553 15,450 116 158 42 316 |
|
| Depreciaton | |
| To 1 April 2020 | |
| Charge for the year | |
| At 31 March 2021 | 3,969 9,202 2,595 15,766 |
| 345 475 125 945 |
|
| Net Book Value | |
| At 31 March 2021 | |
| 461 633 167 1,261 |
|
| At 31 March 2020 |
11 Debtors
| 2021 | 2020 | |
|---|---|---|
| £ | £ | |
| Prepayments and accrued income | 5,769 | 6,676 |
12 Creditors
Amounts falling due within one year
| Accruals and deferred income Deferred income: Deferred income at 1 April Resources deferred in the year Released from the previous year Deferred income at 31 March |
2021 £ 17,365 0 1,292 0 1,292 |
2020 £ 21,798 |
|---|---|---|
| 0 | ||
| 0 | ||
| 0 | ||
| 0 |
10 Stock
| 10 Stock | ||
|---|---|---|
| 2021 | 2020 | |
| £ | £ | |
| Goods for resale | 1,841 | 2,612 |
The cost of stocks recognised as an expense in the year amounted to £1,179 (2020: £1,113).
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30 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
13 Analysis of the charity’s assets by fund
14 Restricted funds
Restricted Funds, 2020 - 2021
| Current year Fixed Assets Current Assets Creditors: amounts falling due within one year Total Net Assets Comparatve year Fixed Assets Current Assets Creditors: amounts falling due within one year Total Net Assets |
Restricted Unrestricted Total Designated Undesignated £ £ £ £ 168 - 777 945 20,797 144,762 143,196 308,755 |
|---|---|
| 20,965 144,762 143,973 309,700 - - (17,365) (17,365) |
|
| 20,965 144,762 126,608 292,335 |
|
| Restricted Unrestricted Total Designated Undesignated £ £ £ £ 223 - 1,038 1,261 10,272 205,538 97,067 312,877 |
|
| 10,495 205,538 98,105 314,138 - - (21,978) (21,978) |
|
| 10,495 205,538 76,127 292,160 |
----- Start of picture text -----
Balance Income Expenditure Balance
at 1.4.2020 at 31.3.2021
Source of funds Purpose £ £ £ £
Anonymous donation Music-making training course 3,677 4,000 4,477 3,200
Anonymous donation Hospital music therapy 250 - - 250
Anonymous donation Hospital music therapy 300 - - 300
Anonymous donation Hospital music therapy - 3,700 - 3,700
Anonymous donation Schools’ programme (Castle Hill) 2,000 - 2,000
Anonymous donation Newsletter mailing - 250 250 -
Good Gifts Catalogue Individual music therapy sessions - 882 882 -
Leeds Building Society Charitable Trust Equipment 52 - 6 46
Lynn Foundation Equipment 158 - 39 119
Morrison Foundation Hospital music therapy, Newcastle 850 - - 850
Rotary Club of York Vikings Music at Hob Moor Oaks, York 500 - - 500
The HBJ Trust Music Therapy (Alexander Devine 4,500 10,000 4,500 10,000
Hopice/York Hospital)
The Postlethwaite Foundation Individual music therapy sessions 208 - 208 -
Radcliffe Trust Schools’ programme (videos) - 5,000 5,000 -
HDH Wills Charitable Trust Individual music therapy sessions - 500 500 -
Yorkshire Building Society Charitable Musical instruments - 250 250 -
Foundation
Big Give Christmas Challenge (incorporating Music Therapy at UCLH - 15,592 15,592 -
Postlethwaite and Lake House Foundations)
Intangible income and donations Accountancy - 674 674 -
10,495 42,848 32,378 20,965
----- End of picture text -----
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32 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
15 Designated funds
Restricted Funds, 2019 - 2020
----- Start of picture text -----
Balance Income Expenditure Balance
at 1.4.2019 at 31.3.2020
Source of funds Purpose £ £ £ £
Anonymous donation Music-making training course 4,000 3,700 4,023 3,677
Anonymous donation Hospital music therapy - 250 - 250
Anonymous donation Hospital music therapy - 300 - 300
Anonymous donation Hospital music therapy evaluation 2,100 - 2,100 -
Anonymous donation Newsletter mailing - 436 436 -
Barber Foundation Hospital music therapy, Newcastle - 5,000 5,000 -
Good Gifts Catalogue Individual music therapy sessions 448 811 1,259 -
Greendale Charitable Foundation Hospital music therapy, York and Newcastle 2,500 - 2,500 -
Leeds Building Society Charitable Trust Equipment 70 - 18 52
Lynn Foundation Individual music therapy sessions 500 - 500 -
Lynn Foundation Equipment 211 - 53 158
Morrison Foundation Hospital music therapy, Newcastle - 16,000 15,150 850
Rotary Club of York Vikings Music at Hob Moor Oaks, York 500 - - 500
Scarfe Charitable Trust Music Therapy book editing/expenses 963 - 963 -
The HBJ Trust Music Therapy (Alexander Devine) 11,500 - 7,000 4,500
The Postlethwaite Foundation Individual music therapy sessions 669 1,000 1,461 208
Vernon Ellis Foundation Special schools (formerly Soundtracks) 3,743 - 3,743 -
Wednesday’s Child Music sessions, London hospitals 1,098 - 1,098 -
Intangible income and donations Accountancy - 647 647 -
28,302 28,144 45,951 10,495
----- End of picture text -----
Designated Funds, 2020 - 2021
| Special Schools creatve music programme (to 31 July 2021) Music-Making for Special Children Courses London Hospitals music project (to 31 July 2021) Music therapy with individuals (to 31 March 2021) Alexander Devine Children’s Hospice: music therapy (to 31 March 2021) Martn House Children’s Hospice research project Ty Hafan Children’s Hospice: music therapy Music therapy in children’s hospitals (to 31 March 2022) |
Balance Expenditure Transfers Balance at 1.4.2020 at 31.3.2021 £ £ £ £ 92,702 49,778 32,076 75,000 4,814 4,560 10,091 10,345 4,000 - (1,435) 2,565 18,762 14,857 12,867 16,772 4,500 4,500 - - 6,000 2,000 - 4,000 27,760 27,760 - - 47,000 15,592 4,672 36,080 |
|---|---|
| 205,538 119,047 58,271 144,762 |
Designated Funds, 2019 - 2020
| Special Schools creatve music programme (to 31 July 2021) Music-Making for Special Children Courses London Hospitals music project (to 31 July 2021) Music therapy with individuals (to 31 March 2021) Alexander Devine Children’s Hospice: music therapy (to 31 March 2021) Martn House Children’s Hospice research project Ty Hafan Children’s Hospice: music therapy Music therapy in children’s hospitals (to 31 March 2022) |
Balance Expenditure Transfers Balance at 1.4.2019 at 31.3.2020 £ £ £ £ 112,243 89,324 69,783 92,702 1,300 2,661 6,175 4,814 10,800 4,017 (2,783) 4,000 13,017 19,930 25,675 18,762 11,500 7,000 - 4,500 - - 6,000 6,000 - - 27,760 27,760 62,100 6,543 (8,557) 47,000 |
|---|---|
| 210,960 129,475 124,053 205,538 |
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34 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Legal and administrative information
Summary of Financial Activities, 2020 - 2021
Constitution Rules adopted 25 March 1995, amended 15 February 2013
Charity Number Registered Charity No. 1045731 Patrons Maxine Peake; Trevor Pinnock CBE
Trustees Steven Burkeman (Chair); Alan George; Hannah George (Co Vice Chair); Andrew Grace; Rebecca Howard (to 19 February 2021); Nancy Maguire (Co Vice Chair); His Honour John Phillips CBE
Advisers Jan Berger; Alastair Mitchell; Mark Withers; Liz Varlow
Honorary Treasurer Sally Brabyn Director Lesley Schatzberger Administrator Karen Kadow Director of Learning Britta Koerber
Projects Assistant Lisa Williams
Raising funds
----- Start of picture text -----
Donations and legacies £233,615
2%
� Grants 26%
6%
� Donations 57%
� Legacies 9%
� Gift Aid tax refunds 8%
Other fundraising activities £14,422
92%
(Including income from charitable activities: £150)
Investment income £ 4,161
TOTAL £252,198
----- End of picture text -----
Address 15 Priory Street, York, YO1 6ET
Telephone 01904 658189
Email info@jessiesfund.org.uk Website www.jessiesfund.org.uk
Bankers CAF Bank Ltd, Kings Hill, West Malling, Kent, ME19 4TA HSBC Bank plc, 13 Parliament Street, York, YO1 8XS
Independent Examiner Adrian Rodaway, FCA, DChA
HPH, Chartered Accountants 54 Bootham, York, YO30 7XZ
Spending carefully
----- Start of picture text -----
8%
Charitable activities £230,749
Raising funds £ 21,274
TOTAL £252,023
92%
----- End of picture text -----
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36 Jessie’s Fund Annual Report and Accounts 2020 - 21 Jessie’s Fund is registered charity no. 1045731
Jessie’s Fund, 15 Priory Street, York YO1 6ET
Tel: 01904 658189 info@jessiesfund.org.uk www.jessiesfund.org.uk www.jessiesfund.org.uk 38 Registered charity no. 1045731