## **Trustees' Annual Report for the period**
## **From**
Period start date Period end date
**To**
1 August 2021 31 July 2022
Section A Reference and administration details
March **2012**
**TAR**
1
## **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**
2
## 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**
3
1
Howard Jackson Chairman
2
Michael Green Lynne Jackson Scott Jackson
3
4
Ian Humphries
5
March **2012**
**TAR**
4
6
7
8
9
Jayne Mason
Michelle Mullaney
David Grashof
March **2012**
**TAR**
5
io
li
12
13
14
TAR
March 2012
15
16
17
18
TAR
March 2012
19
20
## **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**
8
## **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**
9
**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**
10
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**
11
## 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**
12
## **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**
13
## **Position (eg Secretary, Chair, etc)**
## **Date**
31/7/2022
March **2012**
**TAR**
14
**The SchoolBus Foundation**
**1**
**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 £**
## **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 £**
## **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**
**----- Start of picture text -----**
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
**----- End of picture text -----**