# **– Annual Report y/e June 2026** # **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, Gordon House, 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 Wild - 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. - Chris Booth retired as a Trustee by rotation during the year and, following consideration by the Trustees of the skills, knowledge and experience required for the effective administration of the CIO, was subsequently reappointed in accordance with the CIO’s governing provisions. ## **Overview** The Foundation launched in January 2019. During its 7[th] period, year ending June 2026, the Foundation had raised £7,452.38. This was amount was achieved primarily by: - Various bake sales and sweepstakes; - Soup kitchens; - Sponsorships for the Tour de Forbes and Forbes Half Marathon; - Easter bingo and raffle; - Christmas markets event hosted by Forbes Solicitors; - A sponsored fast for Ramadan; - A BBQ hosted by Forbes Solicitors; - Donation from clients of Forbes Solicitors; - A wreath making event; - A paint and sip event; and - General donations. During the financial year, the Foundation made the following contributions: - £2,500 to the Joshua Tree to fund 50 therapy sessions which address the emotional wellbeing of children with cancer, and their family members, addressing a number of arising issues; for example behavioural issues, grief, trauma, and life during and after treatment; - £1,080 to the Whitefield School to fund their Family Cookery Club which supports families facing financial hardship, energy poverty, and related mental health challenges; - £2,607.00 to Make Them Smile to purchase a specialist communication device for a young boy; - £1,256.24 to SENSE to fund a Family Day which would benefit 10-14 families with children with complex disabilities; - £1,500 to Ongo Homes to fund half term youth clubs at two of their community hubs; - £200 to Islamiyah Girls High School to purchase wellbeing, mental health, and pupil-voice books for their newly renovated school library; - £484.64 to Blackburn with Darwen Borough Council to purchase Christmas presents for children which were distributed to local families via Earcroft Children’s Centre in Darwen; - £504.54 to Lancashire County Council to purchase Christmas presents for teenagers in social care which were delivered to a Children’s Centre in Colne to be distributed; and - £500 to Blackpool County Council to contribute towards the purchase of hampers at Christmas for care leavers who are starting to live independently. 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 COMMISSION FOR ENGLANO ANO WALES Forbes Foundation 1181535 Receipts and payments accounts CC16a For the period from To 0110712025 301CE12026 Section A Receipts and payments Unrèstrictèd fund$ tg the nearest Restricted funds Endowment funds Total funds La8t year the nearest £ to th? nearost£ to th8 nearèst £ to thè nèar•$t£ A1 Receipts Donations In+A24 7,403 7,463 17,880 Sub total(Gross incon79 for AR) 7.453 7.453 q7,860 A2 Assat and invostment sales, (see table). Sub total 7,463 7,463 17,880 A3 Paymènts Donations out A45 Charges IA6S3 58 10,833 58 Sub total 10,691 10,691 A4 A$sat and investment pU￿has89, (see table) Sub total Total paymgnts 10,691 10,691 Net of receiTPts/(p8yments) A5 Transf&rs be￿?￿n funds A6 Cash funds last year end Cash funds thls year end 3,238 3,23B 17,880 9.694 6.4S6 8,IB5 8,185 17,879 14,641 17,880 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ R8Stricted funds to neafe¥t £ Endowment funds ¢0 n￿reSt £ Categories Details B1 Ca$h funds Cash al bank 6,4'56 8.18S CCXX R1 account5 ISSI 0310912026 Total cash funds 6,456 8.185 lagr99 babncgswith re￿iPtS payfflenis aecountlsll O Unrestri¢tsd funds to noarost£ Restricted funds to neare5t£ Endowment funds to nearest £ Details Fund to which asset belon C08t loptionall Curront valuo Details Fund to which asset belon Current value Detai15 Cost loptlonall B4 Assets retained for the charity's own use Fund to which r8lat88 Amount due lonal Whfrn due Details B5 Liabilities Soned by one or two trustees on behelf of allithe trustees Signature Print Name Date of ap roval Q4¥LI lJ.)l..i_C.) CCXX R2 accounts18SI 0310912026