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– Annual Report y/e June 2023

Forbes Foundation

Charity Ref: 1181535

Name

The name of the Charitable Incorporated Organisation is Forbes Foundation ( “the CIO” ).

National Location of Principal Office

The principal office of the CIO is in England.

Address

Ground Floor, Oak House, 28 Sceptre Way, Lancashire, PR5 6AW

Objects

To provide financial support to children, and their families, who are in need, by reason of ill health, disability, and/or financial hardship within England and Wales but predominantly the North of England, by providing facilities, equipment and monetary grants;

Trustees

Pauline Rigby
Kella Bowers
Christopher Booth
Gill Carr
Jennifer Smith

Secretary

Rebecca McCann

Appointment of Charity Trustees

Apart from the first charity trustees, every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees.
In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.
No person other than a Trustee retiring by rotation under clause 12 below may be appointed a Trustee at any general meeting unless:
he or she is recommended for re-election by the Trustees; or
not less than fourteen nor more than thirty-five clear days before the date of the general meeting, the CIO is given a notice that:
- is signed by a member entitled to vote at the meeting;
- states the member's intention to propose the appointment of a person as a Director
contains the details that, if the person were to be appointed, the Charity would have to file at Companies House; and
is signed by the person who is to be proposed to show his or her willingness to be appointed.
All members who are entitled to receive notice of a general meeting must be given not less than seven nor more than twenty-eight clear days' notice of any resolution to be put to the meeting to appoint a Trustee other than a Trustee who is to retire by rotation.
A Trustee appointed by a resolution of the other Trustees must retire at the next annual general meeting of the members ( “AGM” ) and must not be taken into account in determining the Trustees who are to retire by rotation.

Overview

The Foundation launched in January 2019.

During its 4[th] period, year ending June 2023, the Foundation had raised £3,342. This was amount was achieved primarily by:

A sponsored rounders and football competition;
A sponsored fast for Ramadan;
A charity ladies night hosted by Forbes Solicitors;
General donations

The Charity also organised a foodbank and toy donation over Christmas, where donations were made to local foodbanks and refuge centres.

During the year we supported:

£2,000 to the Yorkshire Children’s Centre as part of their garden renovations
£3,000 to Lancashire Mind to support Virtual Coaching Sessions for children and young people
£4,036 to The Joshua Tree to support one family in their care
£69 to Blackpool Women’s Aid to support Easter and Mother’s Day arts and crafts.

The Charity spent £300 on branded t-shirts for the purpose of future fundraising activities.

During this year, the Charity appointed two new trustees, Gill Carr and Jennifer Smith.

The Charity will continue to go from strength to strength and provide support in line with its Objects. We are committed to improving the lives of as many people as we can.

Chris Booth

Chair

	Charity Name Forbes Foundation	Charity Name Forbes Foundation	Charity Name Forbes Foundation	No (if any) 1181535	CC16a
	For the period from	Period start date 01/07/2022	To	Period end date 30/06/2023

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 3,342 - - -	Restricted funds to the nearest £ - - - - -	Endowment funds to the nearest £ - - - - -	Total funds to the nearest £ 3,342 - - - - - - -	Last year to the nearest £
Donations in+A24	3,342	-	-	3,342	-
		-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	3,342	-	-	3,342	-
A2 Asset and investment sales, (see table).				- -
A2 Asset and investment sales, (see table).
	-	-	-	-
	-	-	-	-	-
*Sub total*	-	-	-	-	-
*Total receipts* 3,342 A3 Payments Donations out A45 9,405
	3,342	-	-	3,342	-
	9,405	-	-	9,405 - - - - - - - -
Donations out A45	9,405	-	-	9,405	-
		-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
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	-	-	-	-	-
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*Sub total*	9,405	-	-	9,405	-
				- -
A4 Asset and investment purchases, (see table)
	-	-	-	-
	-	-	-	-
*Sub total*	-	-	-	-	-
*Total payments* 9,405 Net of receipts/(payments) - 6,063 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - 6,063
	9,405	-	-	9,405	-

	- 6,063	-	-	- 6,063	-
	-	-	-	-	-
	-	-	-	-	-
	- 6,063	-	-	- 6,063	-

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds CCXX R1 accounts (SS)	Details	Details	Unrestricted funds to nearest £ 4,288	Restricted funds to nearest £	Endowment funds to nearest £
	Cash at bank		4,288		-
	1				- 30/04/2024

B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities	-	-		-
	4,288	-		-
	Agreement Error 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			OK
				Endowment funds to nearest £
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				Current value (optional)
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Signed by one or two trustees on behalf of all the trustees				Date of approval
	Christopher Booth		`	01.05.2024

CCXX R2 accounts (SS)

30/04/2024

OpenCharities

2023-06-30-accounts