REGISTERED CHARITY NUMBER: 1148414
Report of the Trustees and
Unaudited Financial Statements
for the Year Ended 31 December 2023
for
THE JONAS FOUNDATION UK
Sandison Lang Limited
2 St Marys Road
Tonbridge
Kent
TN9 2LB
THE JONAS FOUNDATION UK
Contents of the Financial Statements
for the Year Ended 31 December 2023
|
Page |
Report of the Trustees |
1 to 9 |
Independent Examiner's Report |
10 |
Statement of Financial Activities |
11 |
Balance Sheet |
12 |
Notes to the Financial Statements |
13 to 17 |
Detailed Statement of Financial Activities |
18 |
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
Thetrusteespresenttheirreportwiththefinancialstatementsofthecharityfortheyear ended
31December2023.ThetrusteeshaveadoptedtheprovisionsofAccountingandReportingby Charities:
StatementofRecommendedPracticeapplicabletocharitiespreparingtheiraccountsin accordancewith the
Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
MUSIC THERAPY FOR CHILDREN WITH SPECIAL NEEDS
INSTRUMENT: CELLO
VENUE: MEADOWS' SCHOOL, SURREY (A BARNARDOS CARE HOME)
TIME: EVERY TUESDAY DURING THE SCHOOL YEAR (3-4 HOURS TEACHING)
TEACHER AND COORDINATOR: PETER RAYNER
"Thesechildrenhavesuchdifficultlives...IshoulddowhatIcantohelpthem,asitseemsthatcello is
important to them.
A younggirl(13yrsold)has beenstayingwithfosterparents,but lastweekwasmovedto respitecarers. So
last weekI taughther in a housewhereshe had been for onlytwo days,stayingwith a womanshe had never
met before...
Thestrangethingisthatwherevershehasmovedto,I canstillteachherthroughtthecomputer.I feel that
cello lessons are hopefully giving her some continuity and stability in this unsettled time" - Peter Rayner
OBJECTIVES AND ACTIVITIES
Objectives and aims
1)Toofferhopeandencouragementtoyoungpeopleofanyorigin....sufferingtheconsequencesof war,
natural disasters, illness and other adversities.
2) To fight social exclusion and promote social integration.
3) To promote mutual understanding, dialogue and respect in accordance with Christian ethics.
Page 1
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
OBJECTIVES AND ACTIVITIES
Significant activities
AtthebeginningoftheSpringTermweenthusiasticallypreparedforourbigevent.Asthe instrumentalists
continuedtoenjoytheirindividualandgrouplessonsandpreparetheirpiecesforthespringconcert, the
choirbeganrehearsingsongsandfamiliarizingthemselveswiththestoryfromtheBible'sBookof Genesis,
chapters 37-50.
Theperformancewastobedividedinto10songs,interspersedwithnarrationbytwospeakersand the
variouscharactersof the story.The childrenand youngpeoplehad to learn to speakwith cleardictionand to
identifywiththeirrole.Inordertomasterboththemusicandthelyrics,someadditionalrehearsals were
required.Noneoftheparticipantshadeverundertakenworkofthismagnitude,andittestedboth their
stamina and their perseverance.
Thechoirremainstheheartoftheschool,notonlybecauseitistheonlyactivityofthedaythat involves
everyone,butalsobecauseitimpressivelyrealizesthegoalsoftheJonasFoundation.Integration through
musicisclearlyvisibleineverychoirrehearsal.Whenthechildrenandyoungpeoplesingtogether,they all
pull together.The older studentswith more experiencesupportthe youngerones, and among their peers, the
weaker-voiced ones are supported by the more confident friends.
Anotherpositiveaspectisthesenseofcommunitythatcomesfromsingingtogetherandreduces negative
emotions such as aggressiveness, anger or stress.
Toenrichtheperformance,wepreparedahugebannerwiththethemesofthemusical.Thechildren and
youngpeoplethoroughlyenjoyedall aspectsof theirpreparation(especiallythe hoursof painting!)and were
looking forward to the big day at the Founders Hall!
Theperformancewaswellattendedandprovedtobeagreatsuccess,andthememoryofthis unique
occasion will remain with them - and us - for a long time!
Another highlight of the year took place on the Southbank, the cultural heart of London.
In preparationfortheconcert,LPOmembersconductedinteractiveworkshopsthroughoutthebuilding. Our
childrenhad the opportunityto try out all the instrumentsthatwerecloseto theirhearts.Underthe friendly
andknowledgeableguidanceoftheprofessionalplayers,theyhada lotoffunmakingallsortsofnoises and
humsandexperiencingacompletelynewworldofsound.Thechildrenwereparticularlyfascinatedby the
brassinstruments.Theyenjoyedhuffingandpuffingintothemouthpiecesoftrumpets,trombones, and
horns, and took great pride when they managed to produce a tone that sounded anything like a brass tone.
Anotherattractionwasthe"conductorexperience":thechildrenwereinvitedtoaskagroupofsix different
instrumentalistsfromtheorchestratoproducecertainsoundsinspiredbythestoryoftheFirebird,and the
instrumentalistshadtotrytoreproducethem.Attheend,eachorchestramusicianwasassignedtheir own
personalsoundandeachchildwasencouragedtoconductthegroupintheirownway,letting their
imagination run wild and discovering the possibilities and power of the role of a conductor.
Page 2
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
OBJECTIVES AND ACTIVITIES
Someoftheinstrumentsthechildrenencounteredduringthemorningwereonestheyhadneverheard live
before;thetuba,forexample,ortheharp,thebassclarinetandvariouspercussioninstruments.Given that
mostofourchildren'smusicexperiencesthesedays-especiallyduringthelockdownperiod-are primarily
digital,thiswasanextremelyvaluableandentertainingexperienceforthem.Finallyhearingthe entire
orchestrain Firebird'sconcertlivein theRoyalFestivalHallwasan extraordinaryexperienceforour children
that they will remember for a long time.
List of concerts and events
March25th:InformalconcertatStMatthew'stomarktheendofthespringtermwithanaudience and
participation from all students.
May13th:VisittotheRoyalFestivalHall:Musicallymutualactivitieswiththemembersofthe Royal
Philharmonic Orchestra with a final concert with the theme "Before the Firebird"
July 8th : performance of the musical " Joseph And His Amazing Technicolor
Dreamcoat", at the Founders Hall of the Hill House School in
Knightsbridge
December9th : PublicChristmasconcertat St Matthew's,followedby the schoolmovingto the new location
at St Mary's
December17th: AttendanceoftheCarolServiceatStMary'sNewingtonChurch,alongwithCrampton and
Keyworth Primary Schools
Page 3
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
OBJECTIVES AND ACTIVITIES
THE JONAS MUSIC PROJECT AT ELEPHANT-AND-CASTLE
(DIRECTOR: FELIX BUSER)
" Overmorethan twentyyearsthe Jonasmusicprojecthas spreadout ist wings.It is a wonderful experience.
ItmovedfromCoventGardenin2003toSouthLondon,toavenuewhichissurroundedbylarge Housing
Projects.Inanenvironmentofsocialdeprivation,themusicschoolpursuesitsmission,i.e.offering an
opportunityofintegrationtochildrenofextremelymodestbackground.Themajorityofthesechildren are
introverted.Theyfrequentlysufferfromphysicaland behavioralproblems.Musiccontributesin a way, which
nolongerneedstobeproven,tothedevelopmentofintellectualandsocialskills.Itmaybe particularly
preciouos for children who, otherwise, are facing numerous hardships.
StudentswhoareshowingmotivationwillbepreparedtoentertheExamsoftheRoyalSchoolsof Music
(ABRSM).Goodachievementsusuallygainedthestudentsascholarshiptofurthereducation (secondary
schools or university).
The purpose,though,is educationalin a wider perspective.Mutualunderstanding,helpingone another, team
work are as much part of the music school's vision as are academic progress.
Regularityinmotivationandresponsibility,commitmenttodailymusicpractice,takingupfullcarof one's
instrument,beitcello,aviolin,arecorderoratambourine,areallimportant.Itisalongstanding learning
process which, ultimately, will lead to accomplishment and beauty.
" The Jonas Foundation Music School is a place where I can be free and I don't have to hide.. "
" The school has changed my life. Without it I would not be so well…"
SCHOOL YEAR 2022-2023
The school meets every saturday during the school year
time: 09:30 a.m. - 2:00 p.m.
venue:stmatthew'schurch(parroquiadesanmateo),meadowrow,elephant-and-castle,london,s.e.1 6rg
(father hugo adan fernandez)
teachers : felix buser, cello and violin (coordinator of the music project" )
sue klein, recorder and clarinet ; yu-wei hu, flute ; stuart whatton, piano -
children's choir: stephanie james
VOLUNTEERS TEACHING MUSIC OR OTHERWISE INVOLVED IN THE RUNNING OFT THE SCHOOL:
Stephaniejames(alumni2007)children'schoir-(professionalcareer:balawhertfordshireuniversity, flight
attendantbritishairways,counsellingforyoungadultsin searchof a professionaloutlook,government office
for migration matters, government administration.
isabella bruna, (alumni 2013) studies in it - website
yassine azma, (alumni 2004) bsc, msc "master in medical physics (ucl london) recorder, flute, music theory
MAIN ACTIVITIES IN 2023
Number of pupils : 30-40
instrumental teaching : piano, recorder, clarinet, flute, cello, violin - children's choir
seven children passed abrsm exams (four with merit) in piano, cello, recorder, flute -
the children'schoirprepareda musical"josephand his amazingtechnicolordreamcoat". it has beena huge
success ! performance : 8.july 2023 - at founder's hall, 2 radnor walk, chelsea, london, s.w.3
Page 4
for the Year Ended 31 December 2023
THE JONAS FOUNDATION UK
Report of the Trustees
OBJECTIVES AND ACTIVITIES
apupil,erikvelasco,wonachoralscholarshiptoattenda"rodolfuschoralcourseatwellingtoncollege. he
loved singing the vivaldi gloria. and woulld much love to be able to return !
OTHER EVENTS...
…
25.march 2023 : easter concert at st matthew's church
13thmay2023:adayattheroyalfestivalhall!thechildrenwereintroducedtotheinstrumentsof an
orchestra- the" conductor'smasterclass" withmusiciansoftheroyalphilharmonicorchestrafound great
enthusiasm ! all children attended the concert, stravinsky's " firebird ".
8th july 2023: " jospehand his amazingtechnicolordreamcoat" (withstephaniejames,children'schoir and
stuart whatton, piano) has been a wonderful performance !
september2023: the" jonas" musicschooltakesup a newlocation: st mary'schurch,newington, a great
setting(widerspace,accessto a piano,friendlyatmosphereand integrationwithinthe churchparish- rector
father stuart labran.)
october2023:outingwithallchildrenandtheirmumstobrighton.somechildrensawtheseasidefor the
first time!
9th december 2023: christmas concert at st mary's church, newington
17thdecember2023:participationofthechildren'schoiratthechristmascarolservice(together with
children from local primary schools, crampton and keyworth primary schools). rector: father stuart labran.
SUMMARY...
Fromthepointofviewofthetrustees,theyear2023hasbeenpositivein thesensethatitcontinued giving
perspective and motivation to many children and teenagers.
the start in the new school year 2023 confirmed the yearning for social contact, also for the mums.
The outing to brighton, despite strong winds, has been a day of fresh air and of making new friends.
to meet, to chat, to laugh is of such vital importance in life !
TRUSTEES' MEETING
Thetrusteesmetforachatafterthechristmascarols'concert.theywerethrilledaboutthenewsetting, st
mary'schurch,newington,london,s.e.114jq .and by the friendlywelcomeof fatherstuartlabran,rector of
the church.
it appearedto the trusteesthat the movefromst matthew'schurchto st mary'schurch,newingtonwill bring
fresh perspective and vitality to the "jonas"-music school.
PERSPECTIVE FOR THE FUTURE
We do hope to start the new year 2024 on the foundations which have been built for many years.
we feel confident, sharing with you our trust and faith.
christine sigwart-sartorius, founding member of the jonas foundation uk , chair of trustees
david soro and anita buser, trustees
17th september 2024
Page 5
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
ACHIEVEMENT AND PERFORMANCE
Charitable activities
The Foundation's main activities are:
1) Providingand advancingeducationto childrenand young peoplethroughthe study of music,dance, drama
and art.
2)Providingsupportandactivitieswhichdevelopskills,capacitiesandcapabilitiestoenablechildren and
young people to participate in society as mature and responsible individuals.
3)Promotingactivitiestofosterunderstandingbetweenpeoplefromdiversebackgroundsandcultivating a
sentiment in favour of equality and diversity.
These activities include the following:
- Recreation
The Charity carries out its activities in the following ways:
-
Making grants to individuals
-
Making grants to organisations
-
Providing other finance
-
Providing human resources
-
Providing services
The charity operates in the UK as well as overseas. Work outside the UK includes the following countries:
Armenia,Cameroon,Congo,Egypt,Georgia,India,Israël,Japan,Kyrgyzstan,Madagascar, Occupied
Palestinian Territories, Russia, Rwanda, Switzerland, Ukraine
Page 6
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
ACHIEVEMENT AND PERFORMANCE
The lastfew yearshavebeen a verydisturbedand unsettledtimeforschoolsin the UK and elsewhere,as we
alltriedtocopewiththeCovidpandemicaswellaswecould.Becauseofthelockdownsimposedbythe UK
government, I had to stop teaching at Meadows School in March 2020 and could not resume until May 2022.
When I restartedlessons,it was more than two years that I had not been teachingthere, but about half of the
pupilsthatIhadbeenteachingbeforeCovidwerestillattheschool,andwereexcitedtobestarting their
cellolessonsagain!(Theotherhalfhadeithermoveduptosecondaryschoolorhadtransferredto other
schools.)
Withinthreeweeksofrestartinglessons,severalofthenewpupilshadaskediftheycouldtrythecello and
haddecidedthattheywouldlikeregularlessons.BythetimethattheacademicyearendedinJuly,I had
eleven pupils, and the Jonas Foundation Music Project was running again at Meadows School.
Afterthe summerholidayswe restartedlessonsagainin September.Againsomepupilshad movedup to the
secondarysite,andInowhadthreepupilsfrompre-Covidandfivewhohadjoinedsince.Duringthe next
threemonthsthreenewpupilsjoinedtheschool,ofwhichtwostartedtohavecellolessons.Sobythe time
wegottotheendoftheAutumnterm,theJonasFoundationMusicProjectwasagainfirmlyestablished at
Meadows School, and going very well!
WhenlessonsbeganagainaftertheChristmasholiday,itwasannouncedthattheHeadoftheJunior School
CamillaDoonanwas movingto the SeniorSchoolto take up the positionof DeputyHead of the whole school.
Camillahad been an excellenthead of the JuniorSchool,and had helpedto createa verycalmatmosphere in
the school.The new head is calledJohnOakleyand I had a long meetingwith him to tell him aboutthe Jonas
Foundationand toshowhimtheprojectson theJonasFoundationwebsite.He wasinterested,and was very
enthusiastic and positive about the cello project at Meadows School.
I was expectingthere to be a period that the schoolwas unsettledwhile pupils got used to the change of head
and got to know John, but in fact it all went smoothlywith very little disturbance.My pupils were always keen
to come to lessons, each enjoying them in their own way.
Stephenlikestoalwaysmakeupnewtunes,andtoplaythetunesthathemadeupinpreviouslessons. I
usuallyusethebook"CelloTimeJoggers"withpupils,andhe sometimeslikestoplaya tunefromthis book,
playingalongwiththeCD,butoftenheonlywantstomakeupandplayhisowntunes.Inthisway,he is
learning through making up his own tunes!
Richardhas a moreconventionalapproach,and everyweek he wants to learn at least one new tune from the
"Joggers"book.Someweeksinto the Summerterm he said to me that he would like to learn to read music. (I
normallywritethe fingernumberand the stringoverthe notesso pupils can play tunes withoutbeing able to
read musicproperly.)I was happyaboutthis, and explainedthe principlesto him, and he quickly understood.
From then on, each week he wanted to learn a new tune that I had not writtenthe finger numberson, and he
alsowantedtogobacktotuneshehadplayedbefore,playingthemthistimewithoutthefinger numbers
written on. I think he felt this was a liberation, and it was good to see how excited he was about it!
Page 7
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
ACHIEVEMENT AND PERFORMANCE
At the end of the summerterm three of my pupils movedup to the senior school,and in the autumn two new
pupilsstarted.One of thesewas John,a smalleightyearold whoalwaysseemedto be in a rage- he seemed
tobeatinyballoffury!EachweekIaskedhimifhewouldlikeagoonthecello,andhewouldsee other
pupilsfromhisclasscomingouttohavetheirlessons,buthealwaysrefused.Thenoneweekhe seemed
calmer,and when I asked if he would like to come for a go he said "Sure" as if he came every week! He settled
quicklyas I showed him how to hold the cello and he played two tunes, plucking,both by himselfand with the
CD.Andthenhecalmlyannouncedthathewouldliketogobacktoclass.I praisedhimandtoldhis teacher
how well he'd done, and from then on, every other week or so he has been comingfor his cello lessons.In the
third lessonI showedhim how to hold the bow, and since then he sometimesplayswith the bow, but usually
prefers plucking. But the transformation in his mood has been quite incredible! I hope it continues this way!
And so we cameto the end of the year.The schooldid not do an end of yearconcert,but threeof the pupils
wantedtoplaysometunestotheirclass,soonthelastsessionoftheyear,we wentintotheirclassroom so
they could play a little impromptu concert. They seemed very happy to be doing this!
Ihopeandbelievethatmusicishelpingthesechildrenintheirdevelopment,astheyastheytryto grow
through their difficulties and problems!
(Names have been changed)
Peter Rayner
FINANCIAL REVIEW
Reserves policy
The Foundation maintains sufficient reserves to cover its annual and future expenses.
FUTURE PLANS
FUTURE PLANS WILL INCLUDE SOME FUNDRAISING CONCERTS.
THE "JONAS MUSIC PROJECT AT ELEPHANT-AND-CASTLE" IS PLANNING AN OTHER MUSICAL !
THE PERFORMANCE OF FORMER MUSICALS IS ALSO ON THE AGENDA.
MUSIC APPEARS TO BE A LIFELINE FOR MANY CHILDREN.
WE ARE LOOKING FORWARD TO A WONDERFUL YEAR 2023 FOR PUPILS AND TEACHERS !
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
Thecharityiscontrolledbyitsgoverningdocument,adeedoftrustandconstitutesan unincorporated
charity.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Charity number
1148414
Page 8
THE JONAS FOUNDATION UK
Report of the Trustees
for the Year Ended 31 December 2023
Principal address
Flat 3
7 Sydney Place
London
SW7 3NL
Trustees
Mrs C Sigwart
Mrs A Buser
D Soro Russell
Independent Examiner
Sandison Lang Limited
2 St Marys Road
Tonbridge
Kent
TN9 2LB
Approved by order of the board of trustees on 18 September 2024 and signed on its behalf by:
Mrs C Sigwart - Trustee
Page 9
Independent Examiner's Report to the Trustees of
The Jonas Foundation UK
Independent examiner's report to the trustees of The Jonas Foundation UK
I reportto the charitytrusteeson my examinationof the accountsof The JonasFoundationUK (the Trust) for
the year ended 31 December 2023.
Responsibilities and basis of report
As the charitytrusteesof the Trust you are responsiblefor the preparationof the accountsin accordance with
the requirements of the Charities Act 2011 ('the Act').
I reportin respectofmyexaminationoftheTrust'saccountscarriedoutunderSection145oftheActand in
carryingoutmyexaminationI havefollowedall applicableDirectionsgivenby the CharityCommission under
Section 145(5)(b) of the Act.
Independent examiner's statement
Ihavecompletedmyexamination.Iconfirmthatnomaterialmattershavecometomyattention in
connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or
2. the accounts do not accord with those records; or
3. 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.
Ihavenoconcernsandhavecomeacrossnoothermattersinconnectionwiththeexaminationto which
attentionshouldbedrawninthisreportinordertoenableaproperunderstandingoftheaccountsto be
reached.
Mr Ryan Cottington, ACA
Sandison Lang Limited
2 St Marys Road
Tonbridge
Kent
TN9 2LB
18 September 2024
Page 10
THE JONAS FOUNDATION UK
Statement of Financial Activities
for the Year Ended 31 December 2023
|
|
2023 |
2022 |
|
|
Unrestricted |
|
|
|
fund |
Total funds |
|
Notes |
£ |
£ |
INCOME AND ENDOWMENTS FROM |
|
|
|
Donations and legacies |
|
34,246 |
54,690 |
Investment income |
2 |
10,350 |
4,000 |
Total |
|
44,596 |
58,690 |
EXPENDITURE ON |
|
|
|
Charitable activities |
|
|
|
Educational activities |
|
28,984 |
27,577 |
Other |
|
3,663 |
4,227 |
Total |
|
32,647 |
31,804 |
NET INCOME |
|
11,949 |
26,886 |
RECONCILIATION OF FUNDS |
|
|
|
Total funds brought forward |
|
70,456 |
43,570 |
TOTAL FUNDS CARRIED FORWARD |
|
82,405 |
70,456 |
The notes form part of these financial statements
Page 11
THE JONAS FOUNDATION UK
Balance Sheet
31 December 2023
|
|
2023 |
2022 |
|
|
Unrestricted |
|
|
|
fund |
Total funds |
|
Notes |
£ |
£ |
CURRENT ASSETS |
|
|
|
Cash at bank |
|
84,225 |
73,696 |
CREDITORS |
|
|
|
Amounts falling due within one year |
5 |
(1,820) |
(3,240) |
NET CURRENT ASSETS |
|
82,405 |
70,456 |
TOTAL ASSETS LESS CURRENT LIABILITIES |
|
82,405 |
70,456 |
NET ASSETS |
|
82,405 |
70,456 |
FUNDS |
6 |
|
|
Unrestricted funds |
|
82,405 |
70,456 |
TOTAL FUNDS |
|
82,405 |
70,456 |
ThefinancialstatementswereapprovedbytheBoardofTrusteesandauthorisedforissue on
18 September 2024 and were signed on its behalf by:
C Sigwart - Trustee
The notes form part of these financial statements
Page 12
THE JONAS FOUNDATION UK
Notes to the Financial Statements
for the Year Ended 31 December 2023
1. ACCOUNTING POLICIES
Basis of preparing the financial statements
Thefinancialstatementsofthecharity,whichisapublicbenefitentityunderFRS102,have been
preparedinaccordancewiththeCharitiesSORP(FRS102)'AccountingandReportingby Charities:
StatementofRecommendedPracticeapplicabletocharitiespreparingtheiraccountsin accordance
withthe FinancialReportingStandardapplicablein the UK and Republicof Ireland(FRS102) (effective
1 January2019)',FinancialReportingStandard102'TheFinancialReportingStandardapplicablein the
UKandRepublicofIreland'andtheCharitiesAct2011.Thefinancialstatementshavebeen prepared
under the historical cost convention.
Income
All incomeis recognisedin the Statementof FinancialActivitiesonce the charityhas entitlementto the
funds, it is probable that the income will be received and the amount can be measured reliably.
Expenditure
Liabilitiesarerecognisedasexpenditureassoonasthereisalegalorconstructive obligation
committingthecharitytothatexpenditure,itisprobablethatatransferofeconomicbenefitswill be
requiredinsettlementandtheamountoftheobligationcanbemeasuredreliably.Expenditure is
accountedforonanaccrualsbasisandhasbeenclassifiedunderheadingsthataggregateall cost
relatedtothecategory.Wherecostscannotbedirectlyattributedtoparticularheadingsthey have
been allocated to activities on a basis consistent with the use of resources.
Taxation
The charity is exempt from tax on its charitable activities.
Fund accounting
Unrestrictedfundscanbeusedinaccordancewiththecharitableobjectivesatthediscretionof the
trustees.
Restrictedfundscanonlybeusedforparticularrestrictedpurposeswithintheobjectsofthe charity.
Restrictionsarisewhenspecifiedbythedonororwhenfundsareraisedforparticular restricted
purposes.
Furtherexplanationofthenatureandpurposeofeachfundisincludedinthenotestothe financial
statements.
continued...
Page 13
THE JONAS FOUNDATION UK
Notes to the Financial Statements - continued
for the Year Ended 31 December 2023
2. INVESTMENT INCOME
INVESTMENT INCOME |
|
|
|
2023 |
2022 |
|
£ |
£ |
Investment income |
10,350 |
4,000 |
3. TRUSTEES' REMUNERATION AND BENEFITS
Therewereno trustees'remunerationor otherbenefitsfor the yearended31 December2023nor for
the year ended 31 December 2022.
Trustees' expenses
Therewerenotrustees'expensespaidfortheyearended31December2023norfortheyear ended
31 December 2022.
4. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
|
Unrestricted |
|
fund |
|
£ |
INCOME AND ENDOWMENTS FROM |
|
Donations and legacies |
54,690 |
Investment income |
4,000 |
Total |
58,690 |
EXPENDITURE ON |
|
Charitable activities |
|
Educational activities |
27,577 |
Other |
4,227 |
Total |
31,804 |
NET INCOME |
26,886 |
RECONCILIATION OF FUNDS |
|
Total funds brought forward |
43,570 |
TOTAL FUNDS CARRIED FORWARD |
70,456 |
continued...
Page 14
THE JONAS FOUNDATION UK
Notes to the Financial Statements - continued
for the Year Ended 31 December 2023
5. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
|
|
|
2023 |
2022 |
|
|
|
£ |
£ |
|
Other creditors |
|
1,820 |
3,240 |
6. |
MOVEMENT IN FUNDS |
|
|
|
|
|
|
Net |
|
|
|
|
movement |
At |
|
|
At 1/1/23 |
in funds |
31/12/23 |
|
|
£ |
£ |
£ |
|
Unrestricted funds |
|
|
|
|
General fund |
70,456 |
11,949 |
82,405 |
|
TOTAL FUNDS |
70,456 |
11,949 |
82,405 |
|
Net movement in funds, included in the above are as follows: |
|
|
|
|
|
Incoming |
Resources |
Movement |
|
|
resources |
expended |
in funds |
|
|
£ |
£ |
£ |
|
Unrestricted funds |
|
|
|
|
General fund |
44,596 |
(32,647) |
11,949 |
|
TOTAL FUNDS |
44,596 |
(32,647) |
11,949 |
|
Comparatives for movement in funds |
|
|
|
|
|
|
Net |
|
|
|
|
movement |
At |
|
|
At 1/1/22 |
in funds |
31/12/22 |
|
|
£ |
£ |
£ |
|
Unrestricted funds |
|
|
|
|
General fund |
43,570 |
26,886 |
70,456 |
|
TOTAL FUNDS |
43,570 |
26,886 |
70,456 |
continued...
Page 15
THE JONAS FOUNDATION UK
Notes to the Financial Statements - continued
for the Year Ended 31 December 2023
6. MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
|
Incoming |
Resources |
Movement |
|
resources |
expended |
in funds |
|
£ |
£ |
£ |
Unrestricted funds |
|
|
|
General fund |
58,690 |
(31,804) |
26,886 |
TOTAL FUNDS |
58,690 |
(31,804) |
26,886 |
A current year 12 months and prior year 12 months combined position is as follows:
|
|
Net |
|
|
|
movement |
At |
|
At 1/1/22 |
in funds |
31/12/23 |
|
£ |
£ |
£ |
Unrestricted funds |
|
|
|
General fund |
43,570 |
38,835 |
82,405 |
TOTAL FUNDS |
43,570 |
38,835 |
82,405 |
A currentyear12 monthsand prioryear12 monthscombinednet movementin funds,includedin the
above are as follows:
|
Incoming |
Resources |
Movement |
|
resources |
expended |
in funds |
|
£ |
£ |
£ |
Unrestricted funds |
|
|
|
General fund |
103,286 |
(64,451) |
38,835 |
TOTAL FUNDS |
103,286 |
(64,451) |
38,835 |
continued...
Page 16
THE JONAS FOUNDATION UK
Notes to the Financial Statements - continued
for the Year Ended 31 December 2023
7. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31 December 2023.
Page 17
THE JONAS FOUNDATION UK
Detailed Statement of Financial Activities
for the Year Ended 31 December 2023
INCOME AND ENDOWMENTS
Donations and legacies
Gifts
Gift aid
Investment income
Investment income
Total incoming resources
EXPENDITURE
Charitable activities
Tutors
Church rental
Travel
Computer costs
Support costs
Management
Insurance
Finance
Sundries
Bank charges
Governance costs
Accountancy and legal fees
Total resources expended
Net income |
2023
£
34,246
-
34,246
10,350
44,596
23,700
4,200
-
287
28,187
797
-
1,621
1,621
2,042
32,647
11,949 |
2022
£
54,600
90 |
|
|
54,690
4,000 |
|
|
58,690
24,500
1,300
765
262 |
|
|
26,827
750
96
1,667 |
|
|
1,763
2,464 |
|
|
31,804 |
|
|
26,886 |
This page does not form part of the statutory financial statements
Page 18