| | ## saps CHARITY COMMISSION | oS 94 FOR ENGLAND AND WALES ## Trustees’ Annual Report for the period From 01/04/2023 Period startdate To 31/03/2024 ## Period end date Charity name: The Aaron Lewis Foundation Charity registration number: 1151539 ## Objectives and Activities |||Objectives and Activities|Objectives and Activities|Objectives and Activities|Objectives and Activities|Objectives and Activities|||| |---|---|---|---|---|---|---|---|---|---| |||Fo
raterence |
Summary ofthe purposes of | Para 1.17
the charity as set out in its
governing document|||||1. The transformation of lives through sport,
access to wellbeing and community-based
activities in the Essex area and throughout|||
|| ||||||||the UK (for service and ex-service
personnel).||
||| |||||||||||| ||||||||2. Wherever possible, the Aaron Lewis||| ||||||||Foundation (herein known as The ALF) will||| ||||||||make direct contributions to agreed causes||| ||||||||(rather than as a feeder charity for other|||| |||||||||
||organisations)exceptwherespecialist skills /
knowledge exists in another organisation
andtheaddition ofALFfundingwillhelpa
project reach completion.
3. TheALF will collaborate with other
charities /groupswhere acombined benefit
to a recipient can be realised (provided that||
|
|
|
||| ||||||||the
project falls within mandate).||| |||Summary ofthe main
activities in relation tothose
purposes forthe public
benefit, in particular, the
activities, projects or services
identified in the accounts.||
||Para
''°|1.17 and||
||As well as a steady engagement with Armed
Forces veterans, we had someworthy local
(Essex based) applicants— all referred
through peopleknowntotheALF.After
working closely with NHS and statutory
serviceswewere able to provide equipment||
||| ||||||||for4 disabled children and 1 adult making a||| ||||||||real difference to them and their families. It||| ||||||||was also very satisfying that 1 item was||| ||||||||provided in collaboration with another||| ||||||||Foundation.||| |||||||||In keeping with ourcommitment to sport and||| ||||||||sports equipment, we supplied another||| ||||||||specialist rugby wheelchair to an amputee||| ||||||||veteran and, through his role as a coach and||| |||||||||chairman ofa veterans facing wheelchair
rugby club, agreed to further support (on and||| ||||||||offthe court) for the team in the next FY. We||| ||||||||were also able to re-gift
a hand-bike thatwas||| ||||||||purchased for a previous beneficiary who||| ||||||||had
grownoutofitandhad
givenitback.||| | , ||||||Having previously contributed to a welfare||| |---|---|---|---|---|---|---|---| ||||||motorhome forAaron’s Regiment, we||| ||||||agreed to fund the annual service, some||| ||||||minor repairs and vehicle health check and||| ||||||contributed (silently) to a welfare fund for a||| ||||||terminally ill member ofthe Regiment. The||| ||||||latter is a slight departure from our mandate||| ||||||but the Trustees agreed it was a worthy||| ||||||action with good intent.||| ||||||The School Award Scheme still did not||| |||||||attractanyinterestbuttheTrusteesagreed
to keep it active while discussions continue||| |||||
|||with theschool-based point ofcontact(who
is just settling in to
a new school and where||| ||||||we hope to re-launch the scheme).||| ||||||The Rugby10s Tournament was very well
attendedand supported (including overseas
| teams) and once again covered its running
| coststhrough pre-eventsponsorsand
donors. The revised (trial) management and|||
|| ||||||funding model will now continue to be used.||| ||||||As always, ourcosts were minimal (6% of|||| ||||||overall expenditure) reflecting ourunified
stance ofkeeping costs to a minimum to
enhance beneficiary giving. Some cost uplift|||
|| ||||||was unavoidable (Public Liability Insurance||| ||||||andabetterstoragesolutionforourgazebo
| and other equipment) and the Trustees are
actively
seeking future savings for both.||| ||Statement confirming||Para 1.18||The Trustees remain aware of their duties in||| ||whether the trustees have||||respect to the Charity Commission’s||| ||had regard to the guidance||||guidance on public benefit and have carried||| ||issued by the Charity||||out their duties in accordance with this||| ||Commission on public||||guidance.||| ||benefit||||||| |||||||Inaddition, allthoseinvolved inthe
management and leadership of the ALF
were reminded about their collective||| ||||||responsibilities in this respect (and other key||| ||||||management factors) at theAGM which took||| ||||||place on 26 Nov 23 and received a copy of||| ||||||the latest Constitution and other relevant|||| ||||||governing documents.||| ||Additional information (optional)||||||| ||You may
choose to include further statements where relevant about:
CT
sonretene[Cid
Policy on grant making
In order to target more beneficiaries,||||||| ||
|
||||Para 1.38||discussions took place in January toexpand
thegeographicfootprint to include Kent. This
wasbasedon:
- proximity to the home base in Essex;||
|
||| ||||||- presence of a volunteer in Kent;||| ||||||- possibility of re-launching the School||| ||||||Award Scheme in his school.|||| |||||||||| ||||||Thisdidnot
gainany
tractionandwas||| ||||||||discarded in lieu of other ideas.|| |---|---|---|---|---|---|---|---|---| |||
|
|||||||Therewas no change ofpolicyon grant
making buttheALF ‘RequestforAssistance’|| ||||||||form and other governing documents were|| ||||||||updated to include more current (post Brexit)|| ||||||||GDPR compliant information.|| ||||Policyonsocialinvestment
including program related
investment|||Para 4.38||Notapplicable.|| |||Contribution made by
volunteers|||
||Para1.38||As an all-volunteer charity, the ALF could not
functionwithoutthissupportandhasbeen
recognised again byanumberofdonors
who opted to support us ratherthan bigger
(national) charities forthis reason.||| ||||||||As part oftheAGM Standing Agenda, all|| ||||||||volunteers are formally asked ifthey are
happy to remain in role and /orhave any||
|| ||||||
|
||||ideasforadditionalvolunteersorroles.
Following the work-related departure ofthe
Founder, a replacement Marketing and|| |||
|
|||||||Communications volunteerwas sought and
found very quickly and came on board early
intheFY(witha professional marketing
background). The impactwas instant —
especially inthereviewofourSocialMedia||| ||||||||profile and policies.|| |||Achievements and Performance||||||| ||i|||||||| |||Summary ofthe main
achievements ofthecharity,
identifying thedifferencethe
charity’sworkhasmadeto
.
.
thecircumstances of its
beneficiariesandanywider
benefits to society as a
whole.|||
|
|
|
||.|ara 1.20|| The ability this yearto support Essex based
| familieswithdisabled children /adultswas
| humbling for allinvolved. Eachfamilyhada
| storyto tell aboutthechallengestheyfaced
:
:
| (especiallywherethesupportthey required
| fell betweenthecracksoffunded statutory
provision). Despite presenting with some
serious health issues, the well-established||
|
|
|
|
|
|
|| ||||||||process for expert engagement and clinical|| ||||||||due-diligence worked well, with supporting|| |||||||||information provided quickly by healthcare
professionalsandequipment suppliers
allowing payments to bemade and needs to
be met appropriately and promptly.||| ||||||||||| ||
||||||||"Aside from the benefits of the event itself,
| the rugby 10s Tournament provided the||| ||||||||perfect platform once again to formally|| ||||||||present one ofthe supplied items. The|| ||||||||impact on the family (through theirwords|| |||||||||and actions) was palpable andwasquoted
back to the Trustees by a large donor later in|| ||||||||the year.|| ||||||||Sporthasalwaysbeenafocal
point
(based|| on Aaron’s love of rugby and sports rehab) so the continued relationship with wheelchair rugby has sat well with all of the team. The sport continues to attract followers and some discussion took place to reach out to the governing body in 2023 to identify more beneficiaries nationally. However, with another local request received and more expected, this was not felt necessary yet. Rugby wheelchairs are expensive (circa £6k each) so this is a good area to support but with careful expansion. We continued to support (and be supported by) disabled World Record Holder Lexi Chambers. One of the Southwest based Trustees joined the team planning her 2024 John O’Groats to Lands’ End (End2End) event and provided feedback to the ALF. It was agreed that we would support in person (and through our media channels) once the event started. Aaron’s Regiment (29 Commando) remains at the forefront of UK operations and the relationship between the Regiment and the ALF remains firm. Any request from the Regiment for support goes through the same scrutiny as any other to ensure it meets our mandate. After a remarkable year of welfare mileage, it was therefore agreed to fund wear and tear repairs and hygiene tasks to ensure the welfare camper van remained viable — especially as its use and benefits had been highlighted on the BBC Commando: Britain’s Ocean Warriors documentary. ## Additional information (optional) You may choose to include further statements where relevant about: Achievements against 1. Re-launch of a secure website ahead of objectives set the End2End event (noting expected high Para 1.41 levels media and public engagement). This was not achieved but engagement with the original site creators, improved access and the free creation of a new site (ready for public launch) was achieved. 2. Ensuring the 10s Tournament remains financially self-sustaining and viable. This was once again the case. The management and sponsorship approach has now been tested successfully and will be retained. 3. Expansion of the (non-services) beneficiary footprint. The idea to expand into Kent had merit but did not gain any traction so was discounted for now. 4. Engagement with County Army Cadet Forces (ACF) Headquarters. Offers of support to several counties were made (with discussions going further in Nottinghamshire) but without further uptake by the ACF. 5. Re-launch of the School Award Scheme. With the move of the previous (schoolbased) lead, this remains stalled but discussions are underway to support planned overseas activities from mid-2024. Performance of fundraising Although the previous FY had led to an activities against objectives income over expenditure deficit, the ongoing set Pear 1a successsponsorsof throughthe ALFprofileto attract/ reputationdonors /rather | than targeted events meant (with the exception of the 10s Tournament) there were no fundraising targets set. However, the Treasurer was tasked with conducting long term I&E trend analysis and to report back on her findings (see below). Investment performance The ALF has no investments but it was against objectives agreed to conduct a review of the market | Para 1.41 place in the 24/25 FY to investigate holding | a small (accessible) interest earning reserve. ## Financial Review ||Review ofthe charity’s
financial position atthe end
ofthe period|Para 1.21|||Despite widespread efforts to identify and
support cases within ourmandate, and
placing nodemandsontheteam to
specifically raise funds, there was a||
|| |---|---|---|---|---|---| |||||significant swing in favour of income over|| |||||expenditure in this FY (+£24,179) compared|| |||||to the previous FY where grant giving
outpacedincomeby£9,366.
The Treasurer advised the team at the AGM||| |||||that year on year variation was to be|| |||||expected but it was better to achieve a|| |||||balanced budget. She also acknowledged||| |||||the challenges faced from a generous (and||| |||||unpredictable) supporter base and the|| ||||||identification of appropriate cases to support.|| |||||Following a further detailed review of|| ||
|
|||||||variations,thenetmovementoffunds over 6
financial years (2018-2024) was-£30,780
which the Trustees feltwas agood position
tobe ingiventhesupport achieved, the
impacts ofC19 and the ongoing low level of||
|| |||||operating
costs.|| ||Statement explaining the|Para 1.22||With no fixed assets or liabilities and only||| ||policy for holding reserves
statingwhythey are held||||minor recurring standing costs (i.e. Just
Giving monthly charge and storage paid in||
|| |||||advance) and with grants only being agreed
following approval by the Trustees and||| ||||||
||scrutinybythe Treasurer, itwasagreed
again not to place any funds in reserve.
Funds remain ringfenced annually for3
studentstoparticipate intheSchoolAward
Scheme (£4500 / year) but due toalack of||
|
|| |||||ongoing uptake, where these are not|| |||||consumed they are retained as part of|| |||||general purpose funds.|| |||Para 1,22||Nil.|| ||Reasons for holding zero
reserves|Para 1.22||TheALF has no fixed assets or liabilities
associated with winding up ifthis were ever||
|| |||||to occur.|| ||Details offund materially in
deficit|Para 1.24||None.||| ||Explanation of any
uncertainties aboutthe
charity continuing as a going
concern|Para 1.23
||||None — see attached IER.||| ||Additional information (optional)||||| ||You may
choose to include further statements|||where relevant about:|| ||The charity’s principal|||1. One planned event / year (the rugby 10s|| ||sources offunds (including|||Tournament)|| ||any fundraising)||||| |||tal||2. Donations / sponsorship from individuals|| |||||or groups and those who donate following|| |||||attendanceataneventorbeingmadeaware|| |of
ofsupportgiventoothers
Investment policy and
None.|of
ofsupportgiventoothers
Investment policy and
None.|of
ofsupportgiventoothers
Investment policy and
None.|of
ofsupportgiventoothers
Investment policy and
None.|of
ofsupportgiventoothers
Investment policy and
None.|of
ofsupportgiventoothers
Investment policy and
None.| |---|---|---|---|---|---| |objectives including any|||||| |social investment policy
adopted||Para1.46||||| |A description ofthe principal||||The Foundation is reliant on volunteers|| |risks facing the charity||||(including a professionally qualified|| ||||Para 1.46||
**|**|treasurer) and finding suitable replacements
couldbea challenge ifn**e**eded.The **t**estof
this took place with the d parture of he||| |||||Founder (at the endof the last FY) but a|| |||||suitable replacementwas quickly found|| |||||through reputation ofthe ALF.|| |||||
|
|
|
|
|
|
||Despitebestefforts,wecontinuetostruggle
with identifying appropriate beneficiaries.
Thiswas reviewed again towardsthe end of
the FY resulting in an advert being placed in
GunnerMagazine(theJournalofTheRoyal
Artillery) and continued attempts at
engagementwith previous beneficiariesand
groups.Anew role ofBeneficiaryOutreach
(re-rolling ofacurrent fundraiser)hasbeen
agreed toassistwithpost-support
engagement and to provide offers iffurther
help
if required.||
|
|
|
|
|
|| |Structure, Governance||and Management|||| |Description of charity’s
trusts:|||||||| |How is the charity||Para 1.25||Trust|| |constituted?|||||| |||||||| |Trustee selection methods
including details ofany
constitutional provisions e.g.
electiontopostornameof
any person or body entitled||Para 1.25||Endorsement, agreement and unanimous
election bythe existing Trustees in
accordance with Roles & Responsibilities
(Trustees)section oftheFoundation
Constitution.||
|| |to appoint one or more||||||| |trustees|||||| |Additional information (optional)|||||| |You may
choose to include further statements||||where relevant about:|| |Policies and procedures||||None. All new volunteers are briefed by the|| |adopted for the induction and||||Trustees and provided with a copy ofthe|| |training oftrustees||Pata 1.51|||most up to date constitution (plus any other
role-relevant documentation).|| |The charity’s organisational||||The 3 Trustee format is extremely effective|| |structure and any wider
networkwithwhich the
charityworks||Ba 1-51|||for decision making although to date, there
has been no cause to invoke a majority vote
onanyissue orproposal.||
|| |||||The departure ofthe Founder (who had|| |||||beenresponsibleforBrandandMarketing|| | presented a risk that was quickly addressed. The creation of a Beneficiary Outreach role is in its early stages but it is hoped will lead to more offers of support to previous beneficiaries or people they know. | Partnerships with other local organisations | have been fruitful in the past but require can be given while remining within the ALF | careful management to ensure grant support | charitablenetwork haveobjects.yieldedAttemptslittle bu **t** o expandwill continuethis to be explored where appropriate. None. | Relationship with any related | Para 1.51 | parties | Reference and Administrative details The Aaron Lewis Foundation Other name the charity uses | ALF Registered charity number 1151539 | Charity’s principal address 37 Rectory Avenue | Rochford | Essex | SS4 3AW | ## Names of the charity trustees who manage the charity **----- Start of picture text -----**
1|MrsHelen lewis [Archivist |
3|MrsimonJones| |
Corporate trustees — names of the directors at the date the report was approved
|
[Directorname
CS
[Noe
**----- End of picture text -----**
Name of trustees holding title to property belonging to the charity Trustee name | Dates acted ifnotforwholeyear | None | ## Funds held as custodian trustees on behalf of others Description of the assets None. held in this capacity Name and objects of the 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 of such assets from the charity’s own assets ## Additional information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) ## Exemptions from disclosure Reason for non-disclosure of key personnel details None. | ## Other optional information ## Declarations The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Full name(s) | Steven David Fraser MBE Chair, etc) Date| 30% December 2024 |**Section A Receipts and payments**
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ee-|| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Fundraising events|**29,596**|||**-**|**-**|**-**||**-**|**-**|**-**|**29,596**||**10,397**|| |Donations|**19,956**|||**-**|**-**|**-**||**-**|**-**|**-**|**19,956**||**25,550**|| |Bank interest|**1,035**|||**-**|**-**|**-**||**-**|**-**|**-**|**1,035**||**98**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| |**_Sub total_**_(Gross income for_
_AR)_|_(Gross income for_
_AR)_**50,587**|||**-**|**-**|**-**||**-**|**-**|**-**|**50,587**||**36,045**|| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**50,587**
**-**
**-**
**50,587**
**36,045**
**A3 Payments**
Cost of fundraising events
**7,022**
**-**
**-**
**7,022**
**3,153**
————~~——~~||||||||||||||| |Grants and donations paid|**18,227**|||**-**|**-**|**-**||**-**|**-**|**-**|**18,227**||**45,411**|| |Bank charges|**244**|||**-**|**-**|**-**||**-**|**-**|**-**|**244**||**216**|| |Stationery and sundries|**915**|||**-**|**-**|**-**||**-**|**-**|**-**|**915**||**946**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| ||**-**|||**-**|**-**|**-**||**-**|**-**|**-**|**-**||**-**|| |**_Sub total_ **|**26,408**|||**-**|**-**|**-**||**-**|**-**|**-**|**26,408**||**49,726**|| |**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**26,408**
**-**
**-**
**26,408**
**49,726**
**_Net of receipts/(payments)_**
**24,179**
**-**
**- 24,179**
**- 13,681**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**84,451**
**- -**
**84,451**
**98,132**
**_Cash funds this year end_**
**108,630**
**-**
**- 108,630**
**84,451**
————~~——~~
SSSS55||||||||||||||| CCXX R1 accounts (SS) 09/12/2024 1 ## **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**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Cash accounts
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**108,630**
**-**
**-**
**-**
**-**
**-**
**108,630**
**-**
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
S Fraser|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**| |---|---|---|---| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
09/11/2024| CCXX R2 accounts (SS) 09/12/2024 2 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name The Aaron Lewis Foundation **members of On accounts for the year** 31/03/2024 **Charity no** 1151539 **ended (if any) Set out on pages** 1-2 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023. **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** 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 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ **Signed: Date:** 25/11/2024 ~~fe~~ **Name:** Louise Renaut ~~Cs~~ **Relevant professional** FCCA **qualification(s) or body (if any): Address:** 18 Earls Hall Avenue Southend-on-Sea Essex SS2 6PD **October 2018** 1 **IER** **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . **October 2018** 2 **IER**