2022-07-31-accounts - The Jackson Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

From

Period start date Period end date

1 August 2021 31 July 2022

Section A Reference and administration details

March 2012

TAR

Charity name

The Jackson Foundation

Other names charity is known by

Registered charity number (if any)

1157548

Charity's principal address

Elmwood Court

March 2012

TAR

Springwood Way

Macclesfield

Postcode

SK10 2XF

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any)

March 2012

TAR

Howard Jackson Chairman

Michael Green Lynne Jackson Scott Jackson

Ian Humphries

March 2012

TAR

Jayne Mason

Michelle Mullaney

David Grashof

March 2012

TAR

io li 12 13 14 TAR March 2012

15 16 17 18 TAR March 2012

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

March 2012

TAR

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution)

CIO Foundation constitution adopted 9 June 2014

How the charity is constituted

(eg. trust, association, company)

CIO

Trustee selection methods (eg. appointed by, elected by)

Appointed by Trustees by a resolution passed at a properly convened meeting

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

Advancing the opportunities of disadvantaged children and young people in mainstream education to make a positive difference in their lives. The CIO provides assistance through the giving of grants, equipment or other assets to help provide experiences that would otherwise have been missed.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The Trustees meet to review the requests made for grants and use the public benefit criteria to ensure the outcomes are in line with the objectives of the CIO. The Trustees meet the organisation to verify the request and ask for a report of the outcome. Trustees are invited to attend the events the CIO have helped fund.

The Trustees of the TheSchoolBus Foundation believe that they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Fundraising for the year was £2853 and was achieved through direct appeal.

March 2012

TAR

Charitable donations of £2050 were made.

Activities were significantly curtailed with the COVID restrictions that were in place for much of the year.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

At 31 July 2022 the charity holds £1276, all of which is Summary of the main unrestricted. The charity is grant giving and does not employ achievements of the anybody. charity during the year

Section E Financial review

March 2012

TAR

Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Jayne Mason

Full name(s)

March 2012

TAR

Position (eg Secretary, Chair, etc)

Date

31/7/2022

March 2012

TAR

The SchoolBus Foundation

Receipts and payments acco For the period Period start date To from

08/01/2021

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

to the nearest £

to the nearest £

A1 Receipts

----- Start of picture text -----
Pledges - -
Fundraising Activities 2,853 - -
- - -
- - -
- - -
- - -
- - -
- - -
2,853 - -
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - -
- - -
Sub total - - -
Total receipts 2,853 - -
A3 Payments
Grants 2,050 - -
Fundraising Expenses 364 - -
Just Giving Fees - -
Insurance - - -
Bank charges and Interest 17 - -
Audit - - -
- - -
- - -
- - -
Sub total 2,431 - -
A4 Asset and investment
purchases, (see table)
- - -
- - -
Sub total - - -
Total payments 2,431 - -
Net of receipts/(payments) 422 - -
A5 Transfers between funds - -
A6 Cash funds last year end 854 - -
----- End of picture text -----

Cash funds this year end 1,276 - -

Section B Statement of assets and liabilities at the end of

			Unrestricted
Categories	Details		funds
B1 Cash funds	Cash at bank	*Total cash funds*	to nearest £ 1,276 - - 1,276
	(agree balances	with receipts and payments account(s))	OK
			Unrestricted
			funds
B2 Other monetary assets	Details		to nearest £ - - - - -
			Fund to which
B3 Investment assets	Details		asset belongs Fund to which
B4 Assets retained for the	Details		asset belongs
charity’s own use			Fund to which
B5 Liabilities	Details		liability relates

Signed by one or two trustees on behalf of all the trustees Signature Print N

157548

ounts

CC16a

Period end date 07/31/2022

Total funds

Last year

to the nearest £

----- Start of picture text -----
- -
2,853 1,956
- -
- -
- -
- -
- -
- -
2,853 1,956
----- End of picture text -----

----- Start of picture text -----
-
- -
- -
2,853 1,956
2,050 2,070
364 -
- -
- -
17 19
- -
- -
- -
- -
2,431 2,089
----- End of picture text -----

----- Start of picture text -----
-
-
- -
2,431 2,089
422 - 133
- -
854 987
----- End of picture text -----

1.276 854

the period

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Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Amount due When due
(optional) (optional)
-
----- End of picture text -----

----- Start of picture text -----
-
-
-
Date of
Name
approval
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