2022-09-30-accounts - Maximus Foundation UK

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 16 Period end date

Charity name: Maximus Foundation UK

Charity registration number: 1198262

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the CIO are, for the public benefit: • The relief and assistance of those in need in any part of the UK by reason of youth, age, ill-health, disability, financial hardship or other disadvantage; and • The advancement of such other exclusively charitable purposes (according to the law of England and Wales) as the trustees may in their discretion think fit, • Particularly but not exclusively by making grants to organisations.
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	The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The charity has been dormant for the period 16 March 2022 to 30 September 2022.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	The charity has been dormant for the period 16 March 2022 to 30 September 2022.


Policy on social investment including program related investment	Para 1.38	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Contribution made by volunteers	Para 1.38	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Other		N/A

Achievements and Performance

	SORP reference
Summary of the main 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.	Para 1.20	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Performance of fundraising activities against objectives set	Para 1.41	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.

Investment performance against objectives	Para 1.41	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Amount of reserves held	Para 1.22	0
Reasons for holding zero reserves	Para 1.22	The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

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	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
Investment policy and objectives including any social investment policy adopted	Para 1.46	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022.
A description of the principal risks facing the charity	Para 1.46	N/A
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:		N/A
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	1.1 Apart from the first charity trustees, every trustee, other than an honorary trustee, must be appointed for a term of two years by a resolution passed at a properly convened meeting of the charity trustees. 1.2 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.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022
Relationship with any related parties	Para 1.51	Nil Return - The charity has been dormant for the period 16 March 2022 to 30 September 2022
Other		N/A

Reference and Administrative details

Charity name	Maximus Foundation UK
Other name the charity uses	N/A
Registered charity number	1198262

Charity’s principal address	Yorkshire House Greek Street Leeds LS1 5SH

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Charis Green	N/A	16 March 2022 -present	N/A
Tracie Wilson	N/A	16 March 2022 –present	N/A
Lynne Sheehy	N/A	16 March 2022 –present	N/A
Yvonne Knight	N/A	16 March 2022 – May 2023	N/A

– Corporate trustees names of the directors at the date the report was approved

Director name Not Applicable

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
Not Applicable

Funds held as custodian trustees on behalf of others

Description of the assets 0 held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 adviser Name Address	Type of adviser Name Address	Type of adviser Name Address




Name of chief executive or names of senior staff members (Optional information)
N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date

Maximus Foundation UK 1198262 Receipts and payments accounts CC16a For the period 16-Mar-22 30-Sep-22 To from

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Last year to the nearest £
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*Sub total*(Gross income for AR)	-				-

A2 Asset and investment sales, (see table).
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*Sub total*	-				-
*Total receipts* A3 Payments
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**Sub total **	-				-

A4 Asset and investment purchases, (see table)
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**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
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CCXX R1 accounts (SS)

26/08/2023

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

Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - OK 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 Yvonne Knight	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
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			Current value (optional)
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			Current value (optional)
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			When due (optional)






			Date of approval
		Yvonne Knight	31/07/2023

CCXX R2 accounts (SS)

26/08/2023