## **Trustees' Annual Report for the period** Period start date Period end date 1 August 2023 31 July 2024 **From** **To** ## Section A Reference and administration details **Charity name** The Jackson Foundation **Other names charity is known by** **Registered charity number (if any)** 1157548 **Charity's principal address** Oaklfield House Springwood Way Macclesfield **Postcode SK10 2XF** ~~ee~~ **Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 Howard Jackson Chairman 2 Michael Green 3 Lynne Jackson 4 Scott Jackson 5 Ian Humphries 6 Jayne Mason 7 Michelle Mullaney 8 David Grashof 9 10 11 12 13 14 15 16 17 18 19 20 ~~===~~ **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year** **TAR** March **2012** 1 ## **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** ## **Description of the charity’s trusts** Type of governing document CIO Foundation constitution adopted 9 June 2014 - (eg. trust deed, constitution) How the charity is constituted CIO - (eg. trust, association, company) Appointed by Trustees by a resolution passed at a properly convened Trustee selection methods meeting (eg. appointed by, elected by) ## **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** 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 **Summary of the objects of the** assets to help provide experiences that would otherwise have been **charity set out in its** missed. **governing document** **TAR** March **2012** 2 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. **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)** ## **Additional details of objectives and activities (Optional information)** Fundraising for the year was £2694 and was achieved through direct appeal and charity golf. Charitable donations of £0 were made. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 Section D Achievements and performance At 31 July 2024 the charity holds £4,179, all of which is unrestricted. The **Summary of the main** charity is grant giving and does not employ anybody. **achievements of the charity during the year** **TAR** March **2012** 4 ## **Section E Financial review** **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 F Other optional information** ## **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) Position (eg Secretary, Chair, etc) Date** 13/5/2025 **TAR** March **2012** 5 |||**The Jackson Foundation**|**The Jackson Foundation**|**The Jackson Foundation**|||||**1157548**|**1157548**|||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||01/08/2023
31/07/2024
**Receipts andpayments accounts**
Period start date
Period end date
**To**
**For the period**
**from**
~~a~~
~~ee~~|||||||||||**CC16a**|| |**Section A Receipts and payments**|**Section A Receipts and payments**||||||||||||| |||**Unrestricted**
**funds**||**Restricted**
**funds**||||**Endowment**
**funds**||**Total funds**||**Last year**|| |||**to the nearest £**|**to the nearest £**|**to the nearest £**||||**to the nearest £**||**to the nearest £**||**to the nearest £**|| |**A1 Receipts**|||||||||||||| |Pledges||||**-**|**-**|**-**||**-**||**-**||**-**|| |FundraisingActivities||**2,749**||**-**|**-**|**-**||**-**||**2,749**||**6,115**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |**_Sub total_**_(Gross income for_||_(Gross income for_|||||||||||| ||_AR)_|_AR)_**2,749**||**-**|**-**|**-**||**-**||**2,749**||**6,115**|| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_ 2,749**
**-**
**-**
**2,749**
**6,115**
~~——————~~|||||||||||||| |**A3 Payments**|||||||||||||| |Grants||**-**||**-**|**-**|**-**||**-**||**-**||**5,947**|| |FundraisingExpenses||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |Just GivingFees||||**-**|**-**|**-**||**-**||**-**||**-**|| |Insurance||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |Bank charges and Interest||**1**||**-**|**-**|**-**||**-**||**1**||**15**|| |Audit||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |||**-**||**-**|**-**|**-**||**-**||**-**||**-**|| |**_Sub total_ **||**1**||**-**|**-**|**-**||**-**||**1**||**5,962**|| |**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**1**
**-**
**-**
**1**
**5,962**
~~——————~~|||||||||||||| |**_Net of receipts/(payments)_**
**2,748**
**-**
**- 2,748**
**153**
**A5 Transfers between funds**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**1,430**
**- -**
**1,430**
**1,276**
**_Cash funds this year end_**
**4,178**
**-**
**- 4,178**
**1,429**
~~=====~~|||||||||||||| CCXX R1 accounts (SS) 13/05/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
Cash at bank
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**4,178**
**-**
**-**
**-**
**-**
**-**
**4,178**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R2 accounts (SS) 13/05/2025 2