REGISTERED CHARITY NUMBER: 1113745
Report of the Trustees and
Unaudited Financial Statements for the Year Ended 31 December 2024
for
THE ALLISS FOUNDATION
THE ALLISS FOUNDATION
Contents of the Financial Statements for the Year Ended 31 December 2024
| Page | |
|---|---|
| Reference and Administrative Details | 1 |
| Report of the Trustees | 2 to 4 |
| Independent Examiner's Report | 5 |
| Statement of Financial Activities | 6 |
| Balance Sheet | 7 |
| Notes to the Financial Statements | 8 to 12 |
| Detailed Statement of Financial Activities | 13 |
THE ALLISS FOUNDATION
Reference and Administrative Details for the Year Ended 31 December 2024
TRUSTEES Mrs J A Alliss K J Atkins J B Slocombe (appointed 1.9.24) S P G Alliss D Burlison (appointed 2.11.24) E Malkin (appointed 7.2.25) PRINCIPAL ADDRESS Bucklands Churt Road Hindhead Surrey GU26 6HY REGISTERED CHARITY NUMBER 1113745 INDEPENDENT EXAMINER Knox Cropper LLP Chartered Accountants Office Suite 1 Haslemere House Lower Street Haslemere Surrey GU27 2PE
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THE ALLISS FOUNDATION
Report of the Trustees for the Year Ended 31 December 2024
The trustees present their report with the financial statements of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
OBJECTIVES AND ACTIVITIES
Objectives and aims
The objective of the charity is to relieve disabled children by the provision of wheelchairs so as to improve their conditions of life.
Throughout the UK and Ireland each year thousands of children are born with disabilities that severely affect their mobility, causing very real limits on their quality of life. This can be dramatically improved by the use of a modern and sophisticated powered wheelchair, giving the freedom and mobility to gain a degree of independence.
The charity’s aim is to raise monies and to encourage golf clubs, societies, businesses and individuals to get involved and provide funds for a chair in their name for a child near their local area Over successive years the charity has provided well in excess of 1,000 chairs around the UK
The cost of chairs can vary enormously with a price tag between £3,000 and £13,000. They are built to a design that meets the specific needs of each child.
The charity raises funds in its own right but also works with and encourages other organisations, notably golf clubs, to raise monies in their own name for the purchase of powered wheelchairs for disadvantaged children with special needs.
Significant activities
Our mission goes beyond the fairways as we aim to make a meaningful impact by raising essential funds to support families in providing powered wheelchairs that can truly transform a child’s mobility and improve quality of life.
2024 saw the successful launch of the Alliss Broadcasters Cup (the ABC) at Foxhills Golf Club. The ABC celebrates the legacy of Peter Alliss, ‘The voice of Golf’, by combining his passion for raising money for children with disability and the world of golf, sports and broadcast.
We had a great attendance from all our donors and friends where the Rollers, captained by Dame Laura Davis, pipped Andrew Cotter’s Bentleys to win the ABC trophy.
The charity also continued fund raising via the running of its charity auction of donated items. The income is used to purchase powered wheelchairs of a type and design that the state will not provide for children with disability and special needs.
Public benefit
The Trustees confirm that they have considered the general guidance issued by the Charity Commission in connection with public benefit in setting the objectives of the charity and in particular they have considered how planned activities further the charity's objects.
The charity benefits the public via the provision of modern and sophisticated powered wheelchairs to disabled children, enabling them to gain a degree of independence.
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THE ALLISS FOUNDATION
Report of the Trustees for the Year Ended 31 December 2024
ACHIEVEMENTS AND PERFORMANCE
Fundraising activities
The charity raised and contributed towards the purchase of nine powered wheelchairs in its own right valued at £40,729 and assisted other part purchases valued at £5,621. In addition, golf clubs and other organisations placed a further £8,854 with the charity to be spent specifically on the purchase of a further three chairs which were provided to children on their own nomination.
Other golf clubs dealing directly with suppliers, but buying the wheelchairs through the charity Golf Chair Scheme, donated a further five wheelchairs costing £27,715, meaning that the total number of wheelchairs donated by the cause sponsored by this charity was 17, valued at £82,919. Most of these chairs were purchased through the charity Golf Chair Scheme set up with a number of dealers in powered wheelchairs and mobility aids. The arrangement enabled a financial contribution to be made to the set up and running of two prestigious annual golf tournaments.
In 2024 the tournament was relaunched under its new name, the 'Alliss Broadcasters Cup', with the majority of income being generated fro player entry fees to the upgraded event held at Foxhills Golf Club.
FINANCIAL REVIEW
Financial position
The fundraising efforts by the charity and supporting golf clubs resulted in donations to the charity of £32,161 in the year (2023: £32,449). The overall result for the year produced a surplus of funds, meaning that the charity was able to spend £82.919 (2023: £69,200) on the provision of specialist wheelchairs to children in need from reserves. Most of these chairs were purchased through the charity’s Golf Chair Scheme, set up with a number of dealers in powered wheelchairs and mobility aids.
The charity also raised £31,450 (2023: £6,092) via its charity auction, and also made a surplus after costs on its charity golf day of £33,698 (2023: deficit of £18,412).
The surplus on unrestricted funds amounted to £10,203 (2023: Deficit of £51,932)). Restricted funds were fully utilised in the year on the provision of wheelchairs. The Trustees are satisfied with the result, having been able to continue to support those in need of the charity.
Reserves policy
The charity runs an annual golf tournament to which members and supporters are invited, in recognition of the efforts to raise funds for the purchase of wheelchairs. Although the cost of the tournament is borne by the entry fees paid by the corporate entries, the charity maintains sufficient funding to underwrite the cost of the event if necessary. This traditionally amounts to approximately £20,000.
At the 31st December 2024, unrestricted reserves totalled £35,239 (2023: £25,036). Restricted funds, which are for the purpose of providing wheelchairs to children to aid their independence, had been fully utilised at the year end (2023: £Nil).
FUTURE PLANS
The charity’s aim is to continue to raise monies and to encourage golf clubs, societies, businesses and individuals to get involved and provide funds for a chair in their name for a child near their local area. This will be via the annual golf tournaments, donations, and from the proceeds of the charity auction.
The Trustees are delighted that in 2025 they will be hosting the ABC at Sunningdale Golf Club, a special venue, very close to Peter’s heart and certainly one of the finest courses in the country. The support we have had has been overwhelming and we look forward to another incredible day, full of fun and joined by friends and stars from the worlds of sports and broadcast at a truly iconic venue. With continued support, we plan to raise vital funds and provide wheelchairs and freedom to families across the country.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.
Charity constitution
The Constitution was adopted on the 26th September 2005 and amended on 7th March 2006, 20th August 2009, 19th September 2016, and 23rd April 2024..
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THE ALLISS FOUNDATION
Report of the Trustees for the Year Ended 31 December 2024
STRUCTURE, GOVERNANCE AND MANAGEMENT
Recruitment and appointment of new trustees
Recruitment of Trustees is carried out through advertisement throughout the golfing community and more generally in order to recruit the required skills for administering the charity. From this, candidates are long-listed and interviewed prior to election by the Board of Trustees.
Each of the Trustees shall retire with effect from the conclusion of the next annual general meeting after his or her appointment but shall be eligible for re-election at that annual general meeting. Thereafter, Trustees will serve for a period of three years, after which they shall retire with effect from the conclusion of the third annual general meeting after his or her appointment, but shall be eligible for re-election at that annual general meeting. There is no limit to the number of times a member may stand for re-election as a Trustee.
Induction and training of new trustees
New trustees are informed of their legal obligations under charity law, the Charity Commission guidance on public benefit, the content of the foundation, the committee and decision-making processes, and recent financial performance of the Charity.
STATEMENT OF TRUSTEES' RESPONSIBILITIES
The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Charity law requires the trustees to prepare financial statements for each financial year. Under that law, the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law).
Under charity law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing those financial statements, the trustees are required to
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select suitable accounting policies and then apply them consistently;
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observe the methods and principles in the Charities SORP;
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make judgements and estimates that are reasonable and prudent;
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prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011 and The Charity (Accounts and Reports) Regulations 2008. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.
Approved by order of the board of trustees on 2 December 2025 and signed on its behalf by:
.......................................................................... Mrs J A Alliss - Trustee
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Independent Examiner's Report to the Trustees of The Alliss Foundation
Independent examiner's report to the trustees of The Alliss Foundation
I report to the charity trustees on my examination of the accounts of The Alliss Foundation (the Trust) for the year ended 31 December 2024.
This report is made solely to the Trustees, as a body, in accordance with the terms of our engagement. Our work has been undertaken so that we might carry out an Independent Examination of the financial statements in accordance with the General Directions given by the Charity Commissioners and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity and Charity’s Trustees, as a body, for our work, for this report, or for the opinions we have formed.
Responsibilities and basis of report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or
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the accounts do not accord with those records; or
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the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
James Holland-Leader FCA
Knox Cropper LLP Chartered Accountants Office Suite 1 Haslemere House Lower Street Haslemere Surrey GU27 2PE
Date: 2 December 2025
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THE ALLISS FOUNDATION
Statement of Financial Activities for the Year Ended 31 December 2024
| Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 2 4,785 Other trading activities 3 138,090 Investment income 4 200 Total 143,075 EXPENDITURE ON Raising funds 5 75,728 Charitable activities 6 Charitable Activities 57,144 Total 132,872 NET INCOME/(EXPENDITURE) 10,203 RECONCILIATION OF FUNDS Total funds brought forward 25,036 TOTAL FUNDS CARRIED FORWARD 35,239 |
Restricted funds £ 27,375 - - 27,375 - 27,375 27,375 - - - |
2024 Total funds £ 32,160 138,090 200 170,450 75,728 84,519 160,247 10,203 25,036 35,239 |
2023 Total funds £ 32,449 9,272 - 41,721 23,281 70,372 93,653 (51,932) 76,968 25,036 |
|---|---|---|---|
The notes form part of these financial statements
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THE ALLISS FOUNDATION
Balance Sheet 31 December 2024
| Unrestricted Restricted fund funds Notes £ £ CURRENT ASSETS Debtors 10 19,980 - Cash at bank 16,081 - 36,061 - CREDITORS Amounts falling due within one year 11 (822) - NET CURRENT ASSETS 35,239 - TOTAL ASSETS LESS CURRENT LIABILITIES 35,239 - NET ASSETS 35,239 - FUNDS 12 Unrestricted funds TOTAL FUNDS |
2024 Total funds £ 19,980 16,081 36,061 (822) 35,239 35,239 35,239 35,239 35,239 |
2023 Total funds £ - 31,867 31,867 (6,831) 25,036 25,036 25,036 25,036 25,036 |
|---|---|---|
The financial statements were approved by the Board of Trustees and authorised for issue on 2 December 2025 and were signed on its behalf by:
............................................. J A Alliss - Trustee
............................................. K J Atkins - Trustee
The notes form part of these financial statements
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THE ALLISS FOUNDATION
Notes to the Financial Statements for the Year Ended 31 December 2024
1. ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.
The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.
The financial Statements have been prepared to give a 'true and fair view' and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent to provide a 'true and fair view'. The departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 rather than the Accounting and Reporting by Charities Statement of Recommended Practice effective from 1 April 2015 which has since been withdrawn.
The financial statements are prepared in sterling which is the functional currency of the charity.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.
Legacies and donations are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.
Taxation
The charity is exempt from tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
Financial instruments
The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.
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THE ALLISS FOUNDATION
Notes to the Financial Statements - continued for the Year Ended 31 December 2024
2. DONATIONS AND LEGACIES
| Donations 3. OTHER TRADING ACTIVITIES Charity auction Golf tournament entry fees 4. INVESTMENT INCOME Deposit account interest 5. RAISING FUNDS Raising donations and legacies Postage and stationery Sundries Computer expenses Advertising Other trading activities Purchases Aggregate amounts |
2024 £ 32,160 2024 £ 31,450 106,640 138,090 2024 £ 200 2024 £ 5 216 - 2,565 2,786 2024 £ 72,942 75,728 |
2023 £ 32,449 2023 £ 6,092 3,180 9,272 2023 £ - 2023 £ 179 540 60 910 1,689 2023 £ 21,592 23,281 |
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THE ALLISS FOUNDATION
Notes to the Financial Statements - continued for the Year Ended 31 December 2024
6. CHARITABLE ACTIVITIES COSTS
| Grant | Support | |||
|---|---|---|---|---|
| funding of | costs (see | |||
| activities | note 7) | Totals | ||
| £ | £ | £ | ||
| Charitable Activities | 82,919 | 1,600 | 84,519 | |
| 7. | SUPPORT COSTS | |||
| Governance | ||||
| costs | ||||
| £ | ||||
| Charitable Activities | 1,600 |
8. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 December 2024 nor for the year ended 31 December 2023.
Trustees' expenses
| 2024 | 2023 | ||||
|---|---|---|---|---|---|
| £ | £ | ||||
| Trustees' expenses | 778 | 392 | |||
| Trustee expenses relate to travel and venue hire for Trustee meetings. | |||||
| 9. | COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES | ||||
| Unrestricted | Restricted | Total | |||
| fund | funds | funds | |||
| £ | £ | £ | |||
| INCOME AND ENDOWMENTS FROM | |||||
| Donations and legacies | 11,113 | 21,336 | 32,449 | ||
| Other trading activities | 9,272 | - | 9,272 | ||
| Total | 20,385 | 21,336 | 41,721 | ||
| EXPENDITURE ON | |||||
| Raising funds | 23,281 | - | 23,281 | ||
| Charitable activities | |||||
| Charitable Activities | 49,036 | 21,336 | 70,372 | ||
| Total | 72,317 | 21,336 | 93,653 | ||
| NET INCOME/(EXPENDITURE) | (51,932) | - | (51,932) | ||
| RECONCILIATION OF FUNDS | |||||
| Total funds brought forward | 76,968 | - | 76,968 | ||
| TOTAL FUNDS CARRIED FORWARD | 25,036 | - | 25,036 |
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THE ALLISS FOUNDATION
Notes to the Financial Statements - continued for the Year Ended 31 December 2024
| 10. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Prepayments 11. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Other creditors 12. MOVEMENT IN FUNDS Unrestricted funds General fund TOTAL FUNDS Net movement in funds, included in the above are as follows: Unrestricted funds General fund Restricted funds Golf Chairs TOTAL FUNDS Comparatives for movement in funds Unrestricted funds General fund TOTAL FUNDS |
At 1.1.24 £ 25,036 25,036 Incoming resources £ 143,075 27,375 170,450 At 1.1.23 £ 76,968 76,968 |
2024 2023 £ £ 19,980 - 2024 2023 £ £ 822 6,831 Net movement At in funds 31.12.24 £ £ 10,203 35,239 10,203 35,239 Resources Movement expended in funds £ £ (132,872) 10,203 (27,375) - (160,247) 10,203 Net movement At in funds 31.12.23 £ £ (51,932) 25,036 (51,932) 25,036 |
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THE ALLISS FOUNDATION
Notes to the Financial Statements - continued for the Year Ended 31 December 2024
12. MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 20,385 | (72,317) | (51,932) |
| Restricted funds | |||
| Golf Chairs | 21,336 | (21,336) | - |
| TOTAL FUNDS | 41,721 | (93,653) | (51,932) |
Golf Chairs Fund: This fund consists of monies raised via golf clubs, societies, businesses and individuals for the purpose of providing powered wheelchairs to children in need.
During the year funds restricted for this purpose were received from:
| Ferndown British Turkey Federation Adam Malkin Bearwood Lakes Golf Club Braxted Park Golf Club |
2024 £ - 19,375 - 7,000 1,000 27,375 |
2023 £ 6,273 12,600 820 - 1,643 |
|---|---|---|
| 21,336 |
13. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31 December 2024.
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THE ALLISS FOUNDATION
Detailed Statement of Financial Activities for the Year Ended 31 December 2024
| INCOME AND ENDOWMENTS Donations and legacies Donations Other trading activities Charity auction Golf tournament entry fees Investment income Deposit account interest Total incoming resources EXPENDITURE Raising donations and legacies Postage and stationery Sundries Computer expenses Advertising Other trading activities Golf tournament running costs Charitable activities Donation of wheelchairs Support costs Governance costs Trustees' expenses Independent Examination Total resources expended Net income/(expenditure) |
2024 £ 32,160 31,450 106,640 138,090 200 170,450 5 216 - 2,565 2,786 72,942 82,919 778 822 1,600 160,247 10,203 |
2023 £ 32,449 6,092 3,180 9,272 - 41,721 179 540 60 910 1,689 21,592 69,200 392 780 1,172 93,653 (51,932) |
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This page does not form part of the statutory financial statements
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