| Objecti | ves and | Acti | viti | es | |
|---|---|---|---|---|---|
| SORP reference | |||||
| Summary | ofthe purposes | of | Pars 1.17 | The object ofthe CIO is to advance such | |
| the charity as set out | in its | charitable purposes (according to the law of |
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| governing | document | England and Wales) as the trtrstees see fit |
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| from time to time. | |||||
| Summary activities |
ofthe main in relation to those |
Para 1.17and 1.19 |
As a new charity much ofthe work so far has been to set up the infrastructure needed to |
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| purposes | for the public | run the charity. Initial donations have been |
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| benefit, in particular, |
the | received from the trustees and from a friend |
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| activities, | projects or | services | ofthe trustees. Some regular (monthly) and |
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| identified | in the accounts. | some one-off awards have been made. |
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| Statement | confirming | Para 1.18 | The trustees have considered and had |
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| whether the trustees |
have | regard to the Charity Commission's guidance |
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| had regard to the guidance | on public benefit and have produced a grant | ||||
| issued by | the Charity | making policy which states that grants will |
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| Commission on public |
only be made to other charities registered | ||||
| benefit | with the Charity Commission for England |
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| and Wales. |
| Additional | Additional | information | (optional) | (optional) | ||
|---|---|---|---|---|---|---|
| You ma | 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 | ||||||
| Pars 1.38 | ||||||
| Contribution | made by | |||||
| volunteers |
| SORP reference | |||||||
|---|---|---|---|---|---|---|---|
| As a newly formed charity, the main |
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| achievements | for the period have been | in | |||||
| setting up the | necessary infrastructure |
which | |||||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | includes bank accounts, HMRC registration, LEI registration, initial donations from the |
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| identifying the |
difference | the | trustees and |
initial (mostly regular monthly) |
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| charity's work |
has made | to | awards to a few charities. There was | also a | |||
| the circumstances ofits |
significant donation from a friend ofthe |
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| beneficiaries and any wider |
trustees which has facilitated the measured |
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| benefits to society as a | acceleration ofthe awards to be made. |
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| whole. | |||||||
| The trustees | visited the Medical Detection | ||||||
| Dogs charity | and were very impressed | with | |||||
| their work. This resulted in a one-off |
award | ||||||
| to support a new POTS support dog. | |||||||
| hti s://www. rnedicaldeiectiondo s.or |
.uk/me | ||||||
| ad-information/ | |||||||
| Additional information |
(optional) | ||||||
| You ma choose to include further statements |
where relevant | about: | |||||
| Achievements | against | Para 1.41 | |||||
| objectives set | |||||||
| Performance offundraising activities against objectives |
Para 1.41 | ||||||
| set | |||||||
| Investment performance |
Para 1.41 | ||||||
| against objectives | |||||||
| Other |
| Financial Review | Financial Review | |||||||
|---|---|---|---|---|---|---|---|---|
| Review ofthe charity's | Para 1.21 | At the end ofthe period the Foundation | held | |||||
| financial position at |
the end | reserves off133,451.This | was largely | due | ||||
| ofthe period | to af139,000 donation by |
a friend ofthe | ||||||
| trustees towards the end ofthe | eriod. | |||||||
| Statement explaining |
the | Para 1.22 | A small reserve (currenNy c.Etk) |
needs | to | |||
| policy for holding reserves |
be maintained | in order to cover regular | ||||||
| stating why they are |
held | monthly donations and the |
like. This large | |||||
| donation was |
unexpected | and the trustees | ||||||
| have agreed to use this as part ofthe | ||||||||
| learning experience and accelerate the |
||||||||
| awards such that the amount lasts c.5 |
ears. | |||||||
| Amount ofreserves |
held | Para 1.22 | f133451 | |||||
| Reasons for holding | zero | Para 1.22 | N/A | |||||
| reserves | ||||||||
| Details of fund materially | in | Para 1.24 | N/A | |||||
| deficit | ||||||||
| Explanation ofany |
Para u23 | N/A | ||||||
| uncertainties about |
the | |||||||
| charity continuing as a going |
||||||||
| concern | ||||||||
| Additional information |
(optional) | |||||||
| You ma choose to |
indude | further statements | where relevant | about | ||||
| The principal | source offunds is expected to | |||||||
| be from the trustees, family and friends. |
No | |||||||
| The charity's principal sources offunds (induding |
Para 1.47 | fundraising is |
antici pated. | |||||
| any fundraising) | ||||||||
| The Trustees | have provided an interest-free |
|||||||
| loan to allow long term investment | with | the | ||||||
| Investment policy and objectives including any |
Para 1.46 | aim ofproducing a further the Foundation to distribute |
source from |
offunds for | ||||
| social investment policy |
time-to-time. | |||||||
| adopted | ||||||||
| A description ofthe |
principal | Para 1.46 | ||||||
| risks facing the charity | ||||||||
| Other |
| Description of charity's |
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|---|---|---|---|
| trusts: | |||
| Type of governing document |
Constitution | ||
| How is the charity | Para 1.25 | CIO | |
| constituted? | |||
| Trustee selection methods | Para 1.25 | Appointed | by trustees |
| including details ofany |
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| constitutional provisions e.g. |
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| election to post or name of | |||
| any person or body entitled | |||
| to appoint one or more | |||
| trustees |
| any person or body entitl to appoint one or more trustees |
any person or body entitl to appoint one or more trustees |
any person or body entitl to appoint one or more trustees |
ed | ed | ||
|---|---|---|---|---|---|---|
| Additional information |
(optional) | |||||
| You ma | choose to include further statements | where relevant | about: | |||
| Policies | and | procedures | ||||
| adopted | for the induction | and | Para 1.51 | |||
| training | oftrustees | |||||
| The charity's structure and |
organisational any wider |
Para 1.51 | ||||
| network | with | which the | ||||
| charity works | ||||||
| Relationship | with any related | Para 1.51 | ||||
| parties | ||||||
| Other |
| Chari | name | The Jennian | Foundation | ||
|---|---|---|---|---|---|
| Other name the char' | uses | ||||
| Re istered charit | number | 1196180 | |||
| Charity's | principal | address | 106Embleton | Way | |
| Buckingham | |||||
| MK18 1FJ |
| a | mes | ofthe charity trust | ees who manage t | he charity | |
|---|---|---|---|---|---|
| Nam | |||||
| e of | |||||
| Pelll | |||||
| on | |||||
| (or | |||||
| bod | |||||
| y) | |||||
| Trustee name | Office (N any) | Dates acted Ifnot for whole year |
entit led |
||
| to | |||||
| app | |||||
| oint | |||||
| trust | |||||
| (If | |||||
| an | |||||
| Dr lan Reid | Chair(Treasurer | ||||
| Dr Jennifer J Reid | Secretary | ||||
| Dr Jeremy AR | |||||
| Walker | |||||
| 4 | |||||
| 5 | |||||
| 6 | |||||
| 7 | |||||
| 8 | |||||
| 9 | |||||
| 10 | |||||
| . | 11 | ||||
| 12 | |||||
| 13 | |||||
| 14 | |||||
| 15 | |||||
| 16 | |||||
| 17 | |||||
| 18 | |||||
| 19 | |||||
| 20 |
| Funds held as cus | tod |
|---|---|
| Description ofthe assets |
|
| held in this capacity |
|
| Name snd objects ofthe | |
| 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 ofsuch assets |
|
| from the charity's own assets |
| Type of | Name | Address | ||
|---|---|---|---|---|
| adviser | ||||
| Name of | chief executive or names ofsenior staff members | (Optional | information) |
| 0 | |||||||||||||||||||||
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