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2025-04-30-accounts

Trustees Annual Report

for

j8 Educational Partnerships SCIO for the period

to 30[th] April 2025

Scottish Charity No: SC045538

Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Index
Page 3 Reference & Administrative Information
Page 4 Trustees Annual Report:
Structure Governance & Management
Objectives & Activities
Page 5 - 6 Achievements & Performance
Page 7 Financial Review
Statement of Trustees
Page 8 - 10 Annual Accounts:
Page 8 Receipts & Payments Account
Page 8 Statement of Balances
Page 9 - 10 Notes to the Accounts
Page 11 Independent Examiners Report

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Reference & Administrative Information

Charity Name:

j8 Educational Partnerships SCIO

Scottish Charity No:

SC045538

The Charites Principal Address:

Norcroft Loftbrae Park Gargunnock STIRLING FK8 3DH

Charities Trustees on date off approval including office held:

Chairperson Calvin Clarke Trustee Susan Henderson Trustee Akiko Tomitaka

Names of other trustees during the period:

There were none

Independent Examiner: Sue Bennett ACIE 21 Dounehill JEDBURGH TD8 6LJ

Bankers:

Virgin Money 56 Murray Place STIRLING FK8 2BX

Virgin Money (On line Deposit Savings Account)

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Structure, Governance & Management

Governing Document:

j8 Educational Partnership is a single tier Scottish Charitable Incorporated Organisation (SCIO) which was granted charitable status on 8th April 2015 and is governed by its constitution.

Trustee Recruitment & Appointment:

At each AGM, all of the charity trustees must retire from office - but may then be re-elected under clause 27. A charity trustee retiring at an AGM will be deemed to have been reelected unless: -

Objectives & Activities

The Charities Charitable Purpose:

As set out in the ‘Constitution’ and ‘The Charities and Trustee Investments (Scotland) Act 2005’ the purpose(s) of j8 Educational Partnerships SCIO are the following: -

Any other purpose that may reasonably be regarded as analogous to any of the preceding purposes.

Summary of the main activities in relation to these objectives:

To advance education though research by school pupils into the barriers to education within specific communities in the developing world, additionally to research solutions and to then take appropriate action to reduce these barriers.

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Achievement & Performance for 2025

j8 Educational Partnership's charitable purpose is the advancement of education, initially through research by school students within specific communities into the local barriers to education, and their solutions, so that appropriate action can be taken to reduce these barriers. j8 links schools in the UK with schools in other countries in order that they can work in partnership to increase the opportunities for education in both communities. With this in mind during this reporting period:

partnership activities have been active between schools in the UK and schools abroad. These schools are:

UK secondary schools

UK primary schools

Malawi secondary schools

Malawi primary schools

Montserrat primary schools

India secondary school

During this school year the secondary school groups have linked up with their counterparts in Malawi in order to compare the main barriers to a successful education for all children and take measures to increase such access. To that end:

  1. Secondary students set up new literacy links with several PS in Scotland, Malawi and the island of Montserrat in the Eastern Caribbean and continued their links with some

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Achievement & Performance cont’d

of the existing PS.

  1. The secondary students took part in fundraising activities, including the making and selling of Christmas wreaths, sold at the schools’ Christmas Fayres.

  2. The secondary students worked with their local PS to set up and manage Literacy Links between the PS here and their partner primary schools in Malawi and Montserrat. Literacy links were started in 2021, as improved literacy was identified as a significant way of increasing the attainment of the children in all the schools, and increasing their interest levels. The Scottish teachers and their pupils are all very enthusiastic about these links. The pupils quickly regard their overseas partners as friends, on an equal basis and the links do much to advance global citizenship. Their economic poverty does not enter their thinking, unlike for the secondary school activities where it is front and centre. The Malawi schools are equally keen but still face difficulties in sending letters and printing those received. The Montserrat teachers have struggled to engage with the links.

Also, in March 2025, two trustees were given the opportunity to talk to Dunblane and Bridge of Allan Rotary Club about the work of j8. The explanation of the rationale behind j8 seemed well-received and the talk gave us the opportunity to increase the awareness of the different j8 activities.

FINANCES 2024/25

The secondary students have been involved in some fund-raising this year at Christmas time. No external funding has been obtained, nor have there been any donations. Parents in Malawi find it increasingly difficult to afford school fees and, more than ever before, schools are reporting that hunger is a reason why many children do not attend school.

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Financial Review

Statement of Reserves Policy:

The reserves at the end of the year were £10,050.64 (2024: £10,710.40). The charity has no employees or buildings which has meant that the trustees have decided that no formal reserves policy is in place, however, the trustees will continue to monitor as the charity grows.

Investment Policy:

The trustees have a duty to seek out suitable sources of income generation. The trustees also consider that it is prudent to accumulate funds for reserves to carry out the charity’s aims and meet their annual obligations for Student fees.

The Trustees have the power to invest funds in the best interest of the charity. To meet these ends the Trustees have invested in a deposit savings account with Virgin Money which accumulates interest to increase the current reserves.

Details of any deficit:

There was a financial deficit this year, the Trustees will continue to monitor the balances going forward.

Details of Donated Facilities & Services:

The Charity benefits from the time given by all the Trustees to the running of the Charity.

Statement of Trustees Responsibilities

The members of the Charity must prepare financial statements which give sufficient detail to enable an appreciation of the transactions of the Charity during the financial year. The members of the Charity are responsible for keeping proper accounting records which, on request, must reflect the financial position of the Charity at that time. This must be done to ensure that the financial statements comply with the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006.

They are also responsible for safeguarding the assets of the Charity and must take reasonable steps for the prevention and/or detection of fraud and other irregularities.

Approved by the Trustees and signed on their behalf by:

C Clarke Chairperson

Dated:

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Receipts & Payments Account Year Ended 30[th] April 2025

Notes
Receipts
Donations
1
Grants
Fundraising Income
2
Bank Interest
Total Receipts
Payments
Expenses from Charitable Activities
3
Expenses from Fundraising Activities
4
Independent Examination
Total Payments
Net Receipts/(Payments)
Transfer between Funds
Surplus/(Deficit) for Year
Statement of Balances as at
30th April 2025
Balances at Start of Year
Surplus/(Deficit) for Year
Balances at End of Year
Other Assets
See note 7		 Un
Restricted
Restricted
Funds
0.00
0.00
0.00
0.00
551.94
0.00
228.50
0.00		 Total
2025
0.00
0.00
551.94
228.50		 Total
2024
0.88
0.00
592.00
305.31
780.44
0.00		 780.44 898.19
1,290.20
0.00
0.00
0.00
150.00
0.00		 1,290.20
0.00
150.00		 2,028.38
154.59
150.00
1,440.20
0.00		 1,440.20 2,332.97
(659.76)
0.00
0.00
0.00		 (659.76) (1,434.78)
(659.76)
0.00		 (659.76) (1,434.78)
Un
Restricted
Restricted
Funds
10,710.40
0.00
(659.76)
0.00		 Total
2025
10,710.40
(659.76)		 Total
2024
12,145.18
(1,434.78)
10,050.64
0.00		 10,050.64 10,710.40
129.00 0.00

Liabilities

No Outstanding Liabilities

Financial Statements approved by the Charity and signed on its behalf by:

Signed......…………………………………………………………. Trustee Dated......................................................................................

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Notes to the Accounts

Notes to the Accounts
Unrestricted Restricted 2025 2024
Funds Funds
1 Donations
MasterCard 0.00 0.00 0.00 0.88
0.00 0.00 0.00 0.88
2 Fundraising Income
Winter Fair 0.00 0.00 0.00 240.00
Coffee Sales & Cake & Tombola 0.00 0.00 0.00 352.00
J8 Namandanje 170.00 0.00 170.00 0.00
Gaelic School 381.94 0.00 381.94 0.00
551.94 0.00 551.94 592.00
3 Expenses from Charitable Activities
Student Fees 567.16 0.00 567.16 974.97
Uniforms & Books 400.38 0.00 400.38 801.98
Scanning & Printing 193.66 0.00 193.66 192.93
Tanzania Passport 0.00 0.00 0.00 58.50
Printer–Brother MFC-J534DWE 129.00 0.00 129.00 0.00
1,290.20 0.00 1,290.20 2,028.38
4 Expenses from Fundraising
Activities
Coffee & Other Expenses 0.00 0.00 0.00 154.59
0.00 0.00 0.00 154.59

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Notes to the Accountants cont’d

5 Trustee Remuneration and Related Party Transactions

The Trustees did not receive any remuneration or expenses during the year.

6 Nature & Purpose of Funds

General/Unrestricted Funds - Funds that can be expended at the discretion of the trustees in the furtherance of the objects of the charity.

Restricted Funds – There are no restricted funds to carry forward.

The Charities funds are unrestricted and made up as follows:

Unrestricted Restricted
Funds Funds
Virgin Business Account 1,201.26
0.00
M-Plus Current Account 6.93
0.00
M-Plus Saver Account 8,842.45
0.00
Total 10,050.64
0.00		 10,050.64

7 Assets

As at the 30[th] April the Chairty holds one asset a Brother Printer value £129.00

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Annual Report & Financial Statements for the year ending 30[th] April 2025 Scottish Charity No SC045538

Independent Examiner’s Report on the Accounts

Report to the trustees of j8 Educational Partnerships SCIO Registered charity number SC045538 On the accounts of the charity for the period to 30[th] April 2025 Set out on Pages 8 to 10

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the Charities Accounts (Scotland) Regulations 2006. The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention.

Basis of independent examiner’s statement

My examination is carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, I do not express an audit opinion on the accounts.

Independent examiner’s statement

In the course of my examination, no matter has come to my attention

  1. which gives me reasonable cause to believe that in any material respect the requirements:

  2. to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and

  3. to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations

have not been met, or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: ............................................................ Sue Bennett 21 Dounehill Jedburgh

Date: ................................................................

Relevant professional qualification(s) or body:

ACIE & Dip Business & Finance

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