## **Trustees’ Annual Report for the period**
**From the Jean Charity Period start date 1.4.21 To 31.3.22 Period end date**
## **Charity name: The Jean Foundation**
## **Charity registration number:1180311**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 The purpose of the charity is for the
purposes of the charity public benefit, the relief and
as set out in its assistance of people in need by
governing document reason of youth, age, ill-health,
disability, financial or other
disadvantage in the North West
mainly more socio-deprived areas
such as Knowsley, Liverpool and
Halton, who are at risk of
disengagement within their education
and community by supplying them
with enriching equine learning
activities through the use of horses as
a means in which to engage and
encourage them to be motivated
within their daily life and inspire
them.
Summary of the main Para 1.17 and Equine support through a project to
1.19
activities in relation to provide equine activities to vulnerable
those purposes for the children and young people.
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 All trustees are aware of this
whether the trustees statement and act accordingly.
have had regard to the
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
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SORP reference
We have been able to provide one
project and this has allowed a range
of vulnerable children and young
Summary of the main people the ability to engage in an
Para 1.20
achievements of the equine therapeutic task and learn
charity, identifying the new skills, again friendships and also
difference the charity’s work together to have positive
work has made to the outcomes for their mental health and
circumstances of its wellbeing.
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
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Investment performance Para 1.41 against objectives Other
## **Financial Review**
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Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining the Para 1.22
policy for holding
reserves stating why
they are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23 We have not been able to raise a lot
uncertainties about the of funds at present to be able to run
charity continuing as a more events. We hope to do so in the
going concern future.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
## **Reference and Administrative details**
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Charity name The Jean Foundation
Other name the charity
uses
Registered charity
number
Charity’s principal
address
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 E McLoughlin
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s)** E McLoughlin **Full name(s)** Elizabeth McLoughlin
**Position (eg** Secretary **Secretary, Chair, etc)**
**Date** 31.1.23