Henry Jackson Society Accounts 2007

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The Henry Jackson Society Project for Democratic GeopoliticsReport and accountsContents

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Charity information 1Trustees' Repor t 2Statement of Financia l Activities 6Balance sheet 7Notes to the accounts 8


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The Henry Jackson Society Project for Democratic GeopoliticsCharity Informat ion

TrusteesMr Jonathan A lexander Me t li s sCllr D r A l an MendozaMr Michael Andrew GoveMrs Gisela Gschaider StuartMr Stuart Lennard Cap lanD r Brendan Peter SimmsMr James Matthew RogersLord William David Trimble

AccountantsSultan Business Management L imi tedE lm PointEas t End WayPinnerHA5 3B S

Regis te red number1113948

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Trustees ' Annual Repor t for the periodI From Period s t a rt date Pe riod end date0 1 01_200731 12 '2007ToReference and administration detai ls

Char i ty nameOther names char i ty is known byRegistered charity number (if any)

Char i ty 's principal address

The Henry Jackson Soc ie ty : Pro jec t fo r Democrat icGeopolit icsN/A111394827 Old Gloucester StreetLondon

PostcodeNames of th e char i ty trustees who manage the char i ty

WC1 N 3XX

T rus te e name Office (i fany) Dat es a ct ed if n ot fo rwhole year Name of person (o r body) entitled toappoint trustee (i f any)The R t Hon The Lord Trimble Board of trusteesMr Michae l Gove MP Board of trusteesMrs Gisela Stuart MP Board of t rusteesD r Brendan Simms Board of trusteesD r A lan Mendoza Board of trusteesMr Stuar t Cap lan Board of t rusteesMr James Rogers Board of t rusteesMr Jonathan Metl iss Board of trustees

Names of the trustees for the charity, if any, (for example, any custodian trustees)Name Dates acted if no t for whole year

TAR 2 Decembe r 2005


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Names and addresses of advisers (Opt ional informat ion)Type o f advisor Name Address

Name of chief executive or names o f senior staff members (Opt iona l information)

Structure, governance and manag ementDescr ipt ion of th e charity's trusts

Type of govern ing document

How the charity i s constituted. < < ~ . . . . .. ~ . ~ . , ~ ~ . . . . . ~ ~ _

Trustee selection methods

The charity is governed by a trust deed dated 10 April 2 0 0 6 .

The char it y i s a t r u s t .

Trustees are selected by those t rus tees who are serving at the time ofselection. New trustees are selected on the bas is o f the added experiencetha t they can bring to th e board .Add itio na l g o vernance is sues (Opt ional information)You may choose t o includeaddi tional informat ion, whererelevant, about : Policies and proceduresadopted fo r the induct ion andtraining o f trustees. The charity's organisationalstructure and any widernetwork with which the charityworks. R elationship with any relatedparties. Trus tees ' cons idera tion ofmajor ris ks and t he s ys temand procedures to managethem.Object ives and activities

Summary o f th e objects of th echari ty set out in it sgove rn ing document

The charity's objects are to advance the education of the public in national andinternational political , social and economic policy, including the promotion ofresearch in any of those areas and the publication oft he usefu l resul ts of suchresearch.

TAR 3 Decembe r 2 00 5


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Summary o f th e mainact iv i t ies in relat ion to theseobjects

The charity works to bring together membe rs o f the public and political,business, media and academic leaders through a series o f themedlectures, conferences, meetings and events so that they can betterunderstand the nature o f contemporary nationa l and internat iona l affairs.Research covering a variety of national and internat ional policy topics isalso published fo r the same purpose.Additional detai ls of object ives and activities (Opt iona l info rmat ion)You may choose to includefurther statements, whererelevant, about: Policy on grantmaking Po licy p rogramme relatedinvestment Contribu tion made by

Volunteers

Achievements and performanceSummary o f th e mainachievements of th e char i tyduring th e year

The year saw s ignific ant change and advancement with the expans ion o fthe char it y' s work from Cambridge to London, with the lat ter locat ionquickly becoming the main focus of activity.Major achievements have included:

The launch of a weekly events p rog ramme in London wh ich hasincreased the charity's visibility dramatical ly and led to a notedincrease in at tendance and interest in our activities.The launch of a new website to cope with the increased researchoutput being produced and with the capac ity fo r future growth.The holding o f o ur first conference, on the internat iona l s lavetrade, w ith Cha tham House.The deve lopment o f a media presence through contributions tova rious p rin t and rad io /TV outlets.The charity has cont inued to deve lop and att ract new suppo rt e r s for i t swork at a pleasing rate and the t rus tees expect the scope of i t s activitiest o increase accordingly in 2008 as a consequence.

TA R L ~ December 2005


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Financia l reviewBr ie f statement of thechar i ty 's pol icy on reserves

Deta i ls o f any funds material lyin deficit

The charity aims t o hold levels of reserves of up to three monthsoperating expenses. I t i s no t the intention of the trustees to accumulaterese rves and t h e trustees seek to distribute a l l funds above the requ iredlevel in accordance with t h e charity's stated object ives.

N/A

Further f inancia l rev iew de ta il s (Op tiona l information)You may choose to includeadditional information, whererelevant about: The char ity's princ ipal

sources o f funds (includingany fundraising). How expenditure hassupported the key objectiveso f the charity. Investment policy andobjectives including anyethical investment policyadopted.

Dec lara t ionThe t rustees dec lare tha t they have approved th e t rustees' report above.Signed on behal f o f th e charity's t rustees

S igna tu re (s )Ful l name(s )

Posi t ion (eg secretary, ch

I / Cs~640AA ~1MttS

e t c )air,Da te

I R - USTF~A-I~ti I&ViOutA-rL ( - , fT C -6

TAR December 2005


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The Henry Jackson Society Pro jec t for Democratic GeopoliticsSta tement of Financia l Activitiesfor the yea r ended 31 December 2 0 0 7

Unrestricted Restr ic ted To ta l Last YearFunds Funds Funds To ta l FundsNotes 2007 2007 2007 2006

Incoming resourcesI nc om i ng resources f rom generated fundsVoluntary Income 36 ,867 - 36 ,867 4,082Activities fo r genera t ing funds 7 6 0 - 7 6 0 -Inves tment Income 115 - 115 -

Tota l incoming resourcesCosts o f c har it ab l e activit iesTota l resources expended

37 ,742 - 37 ,742 4,082

2 2 , 7 7 2 - 22,772 1,8062 2 , 7 7 2 - 22,772 1,806

Ne t incoming resourcesbefore transfers between funds 14,970 - 14,97 0 2 ,2 7 6Gross transfers between funds - - - -Ne t incoming resources beforeother recognised gains and losses 14,97 0 - 14,970 2 , 2 7 6Other recognised gains and losses

Ne t movemen t in funds 14,970 - 14,970 2 ,276Reconci l iat ion o f fu ndsTotal f u n d s brought forward 3,438 - 3,438 1 ,162Total Funds carried forward 18 ,408 - 18 ,408 3,438

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Th e Henry Jackson Society Pro jec t f o r Democ ra t ic Geopo l it ic sBa lance Sheetas a t 31 December 2007

NotesT h e assets a n d l ia b i li ti e s of th e charity :Fixed assets

2007 2006

C u r r e n t a s s e t sC ash at bank a nd in ha nd 18,408 3,438Credi tors :N et current assets 18,408Total assets less current liabilities 18,408Credi tors:-amounts due after more than one yearProvisions fo r liabilities and charges

N et assets including pension asset / l iabi l i tyThe funds of the charity :

3,438

3,438

18,408 3,438

Unrestr icted income fundsUnrestric ted revenue accumula ted funds 18,408 3,438Designated revenue funds - -

Unres tr icted capita l fundsDesignated fixed asset funds - -

Total unrestricted funds 18,408Res tr ic ted income fundsRestricted capi tal fundsTota l restric ted fundsTotal charity funds

Dr Alan MendozaTrusteeApproved by the t ru st ee s o n 2 0 Octobe r 2 0 08

3,438

18,408 3,438

Th e notes on pages 8 to 10 form a n integral part o f these accounts.


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The Henry Jackson Society Project for Democratic GeopoliticsNo tes to the Accountsfor the year ended 3 1 December 2 0 0 71 Accounting policies

B a s i s of preparation of the accounts

The financial statements have been prepared in accordance with the Financial Reporting Standard forSmaller Entities (FRSSE), effective January 2007, and al l other applicable accounting standards, asmodified by the 2005 Revision of the Statement of Recommended Practice for Accounting andReporting issued by the Charity Commissioners for England & Wales, effective April 2005, adapted tomeet the needs of unincorporated organisations . The accounts have been drawn up in accordancewith the provisions of the Charities Acts , and include the results of the charity's operations which aredescribed in the Trustees' Report, all ofwhich are continuing.Insofar as the Statement of Recommended Practice for Accounting and Reporting issued by theCharity Commissioners for England & Wales, effective April 2005 requires compliance with specificFinancial Reporting Standards other than the FRSSE then the specific Financial Reporting Standardshave been followed where their requirements differ from those of the FRSSE.

The charity h a s taken advantage o f the exemption in the F R S S E from the requirement to produce acash f low statement.The part icular accounting pol ic ies adopted are se t out be low.

A c c o u n t i n g c o n v e n t i o nThe financial statements are prepared,on a going concern basis, under the historical cost convention.

Incoming ResourcesIncoming resources are accounted for on a receivable basis.

Recogni t i on o f l iabil i t iesLiabilities are recognised on the accruals basis in accordance with normal accounting principles,modified where necessary in accordance with the guidance given in the Statement of RecommendedPractice for Accounting and Reporting (effective April 2005) issued by the Charity Commissioners forEngland & Wales.

TaxationAs a registered charity, the company is exempt from income and corporation ta x to the extent that itsincome and gains are applicable to charitable purposes only. Value Added Tax is not recoverable bythe company , and is therefore included in the relevant costs in the Statement of Financial Activities

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The Henry Jackson Socie ty Project for Democratic GeopoliticsNo tes to the Accoun t sfor th e year ended 3 1 Decembe r 2 0 0 7

F u n d s structure pol ic yThe chari ty maintains a general unrestr icted fund which represents funds which a re expendable at thediscretion of the trustees i n furtherance of the objects of the charity. Such funds may be held i n orderto finance bo th working capit al and capital investment. The chari ty ha s no other funds.

2 Winding up or dissolution of the charityI f upon winding up or dissolution of the charity there remain an y asset s, a ft er the satisfaction of alldebts and liabilit ies , the assets represented by the accumulated fund shall be transferred to someother charitable body or bodies having similar objects to the charity.

3 Surplus fo r the f inanc ia l yea r 2007 2006

This is stated after credit ingRevenue Tu rnove r f rom o rd i na ry activities 3 7 ,6 2 7 4,0 82

4 I nves tmen t I ncome 2007 2006

Other bank deposi t interest received 115 -

5 Analysis of the N e t M ov em en t in Funds 2 007 2006

Net movement in f unds f rom Statement of Financ ia l Activities 14,970 2,276

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The Henry Jackson Socie ty Project for Democratic GeopoliticsNo tes to the Accountsfor the y ea r end ed 31 D e cembe r 2 0 0 76 Particulars of Individual Funds an d analys is of assets and liabilit ies representing funds

At 31 December 2007 Unrestricted Des igna ted Rest r i c ted Totalfunds funds funds Funds

fTang ib le Fixed AssetsCurrent Assets 18,408 18,408

18,408 - 18,408 f

At 1 January 2007 Unrestricted D esignated R estric ted Tota lfunds funds funds Funds

Tang ib le Fixed Asse ts - - - -Current Assets 3 ,438 - 3,438

3,438 - - 3,438

The individual funds included above are :-Funds at Movemen ts Transfers Funds at

2006 in Be tween 2007Funds funds

as belowf f _ ____

3,438 14,970 ~ 18,408Analysis o f movements i n funds a s shown in th e table above

7 Endowment Funds

Incoming Outgoing Gains & MovementResources Resources Losses in fu nd s

f 37,742 22,772

The chari ty had no endowment f unds in the year ended 3 1 December 2 007 .

14,970

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Henry Jackson Society Accounts 2007

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