## Trustees’ Annual Report for the period From the Jean Charity Period start date 1.4.24 To 31.3.25 Period end date Charity name: The Jean Foundation Charity registration number:1180311 ## Objectives and Activities ||SORP reference|| |---|---|---| |Summary of the purposes
of the charity as set out
in its governing document|Para 1.17|The purpose of the charity is for the public
beneft, the relief and assistance of people in
need by reason of youth, age, ill-health,
disability, fnancial 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
educaton and community by supplying them
with enriching equine learning actvites
through the use of horses as a means in which
to engage and encourage them to be
motvated within their daily life and inspire
them.| |Summary of the main
activities in relation to
those purposes for the
public benefit, in
particular, the
activities, projects or
services identified in
the accounts.|Para 1.17 and
1.19|Equine support through a project to
provide equine activities to
vulnerable children and young people.| |Statement confirming
whether the trustees have
had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18|All trustees are aware of this
statement and act accordingly.| 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 SORP reference We have not been able to provide any projects this financial year. Summary of the main Para 1.20 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Additional information (optional) You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of
fundraising activities
against objectives set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| Other ## Financial Review |Financial Review||| |---|---|---| |Review of the charity’s
financial position at the
end of the period|Para 1.21|| |Statement explaining the
policy for holding
reserves stating why they
are held|Para 1.22|| |Amount of reserves held|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund
materially in deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a
going concern|Para 1.23|We have not been able to raise any
funds at present to be able to run
more events. We hope to do so in the
future.| Additional information (optional) You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds
(including any
fundraising)|
Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the
principal risks facing
the charity|Para 1.46|| |Other||| ## Reference and Administrative details |Charity name|The Jean Foundation| |---|---| |Other name the charity
uses|| |Registered charity number|| |Charity’s principal
address|| ||| Names of the charity trustees who manage the charity |1
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20|Trustee name|Office (if any)|Dates acted if not for
whole year|Name of person (or body)
entitled to appoint trustee (if
any)| |---|---|---|---|---| ||E McLoughlin|||| ||L Dickinson|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 |Trustee name|Dates acted if not for whole
year|| |---|---|---| |||| |||| |||| |||| |||| |||| ## 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) L Dickinson Full name(s) Lee Dickinson Position (eg Trustee Secretary, Chair, etc) Date 1.3.26