Charlty number: 1167671 THE ARCHIE LLOYD CHARITABLE FOUNDATION UNAUDITED TRUSTEES, REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2022 THE ARCHIE LLOYD CHARITABLE FOUNDATION CONTENTS Page Reference and adminlstratlve details of the charlty, Its Iru5tees and advisers Trustees, report Independent examlner's report Statement of financial activitles Balance sheet Notes to the flnanclal statgments 10-35 THE ARCHIE LLOYD CHARITABLE FOUNDATION REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 5 APRIL 2022 Trustees James Selwyn Lloyd Mrs Clalre Fiona Lloyd Ross Wyndham Badger Charlty reglsterèd number 1167671 Principal offlce Sharcoll Manor, Sharcott, Pewsey, Wiltshire. SN9 SPA Accountants Hillier Hopkins LLP, 45 Pall Mall, Sl Jam8s's. London, SW1Y 5JG Independent examlnèr Peter G Hakim, 39 Borrer Drfve, Henfield, Wesl Sussex, BN5 9FQ Page 1 THE ARCHIE LLOYD CHARITABLE FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 5 APRIL 2022 The Trustees present their annual report together with the financial slalements ol the charity for the 6 April 2021 10 S April 2022. Objectives and Actlvltles a. Policies and objective5 To advance in Ilfe and help young people through the provision of scholarships lo improve Ihe1r conditions of life and develop their skills, capacities and capabilitses to enable them lo participate in society as mature and responsible individuals. To promote such exclusively charitable purposes as determined by the Iruslees by providing financial support lo charities or organisations undertaking charitable puiposes., To advance education of individual recipients andlor their children by providing grants lo help meet the expenses of their education., To relieve poverty by making grants to individual recipients in straitened circumstances b, Activities for achlevlng objectives The Archie Lloyd Charitable Foundation, known as 'teamArchie' aims lo award scholarships largeled al those who have not had the opportunities afforded lo them through their education and personal circumstances. These young people will be mentored and assisted through a programme of further educalion, for example through coaching qualifications and travel. leamArchie are primarily supporting scholarships which are being sel up initially in association with charities which have the practical processes in place to help identify worthy recipients and sel up the opportunities that the Trustees feel would benefit them. We are aiming lo build multiple opportunities in sport. music. drama, art and design, education and business. Both the financial assistance and the mentoring might swing the pendulum of opportunity in favour ol boys and girls who deserve a helping hand in part because they want lo be the best that they can be and in part because there is nowhere for them lo gel the support that they need to make it happen. Achievements and performance a. Revlew of actlvities The 13th June 2022, would have been Archie's 25th Birlhday, Archie was lucky enough lo be born into a world lull of opportunities and where his delerminalion to be the best he could be was fully supported by family, friends, and teachers. Tragically he died aged 18, whilst Iravelling with friends, long before he had lime lo live up lo the moliv8tional mantras he loved. The charitable foundation sel up in his memory aims lo swing the pendulum ol opportunity in favour of those who can show that they want lo be the best that they can be, bul who lack the support necessary to make il happen. We work, often with partner charities OT other organisalions, lo recognise talent and commitment and match il with programmes of funding, training, and mentoring, usually in sport, adventure, or the arts. The exact nature of thè progiamme is less important than the lasting impact we and the young person believe il will have on them. Our goal is lo ènsure that personal circumstances are not a barrier lo the fulfilmenl of polenlial. We hope Ihat the beneficiaries of his legacy, like Archie, go on lo inspire and molivale those around them. Page 2 THE ARCHIE LLOYD CHARITABLE FOUNDATION TRUSTEES. REPORT lcontlnuedl FOR THE YEAR ENDED 5 APRIL 2022 Summary of Team Archle's charitable projects 2021-22.. ACE I SEJA (Brazlll George Crawley's ACE goes from strength lo strength now working with community projects in London as well as all over Brazil. 11 has stayed close lo ils Brazilian roots though and h88 adopted SEJA- Portuguese for 'be" as ils new identity. teamArchie supports 2 community projects in the Favelas of Rio de Janeiro Eslre18s do Mandela and P13ylife where girls are allowed lo be themselves playing sport and sharing cullural identity. Football and tennis are used lo break stereotypes and help guide young people through their day lo day lives. Like so many ol our projects the most important aspect of the activity is that Il allows confidence and leadership skills to develop. Bradford Clty Glrls Football Club 11 has been a fabulous season for Bradford City Girls with all their age group teams winning either League or Cup titles. S girls have graduated lo Ihe Bradford 1 sl team and now play in the FA Women's National League. Not all the girls can ol course become professional players so we are delighted that this summer we will be able lo fund coaching and referee training for some of the girls after their GCSES. The gids development programme is a community project 2nd their inspirational chairman, Qasim, is a former teamArchie beneficiary. Cllpper Race Yachtlng Bursary In September 2022 we will slarl our search again for a young sailor lo lake up a place on the 2023 Clipper Round the World Race. Our first Clipper beneficiary Callum is an incredible role model for the power of this opporlunily. After training funded by leamArchie he went Iransallanlic with Clipper in 2019 having been introduced lo sailing by the Calzero charity in Hull. He now works full time for Calzero helping turnaround the lives ol others like him who struggle lo find a path in life. Still supported by, and supporting, leamArchie' he is working towards his Yachlmasler Offshore qualification and 8 career as a professional sailor. First Story We continue to support the First Story annual residential. This year 16 promising young writers from First Story's projects all over the country mel up al Lumb Bank, Ted Hughes. former home in Yorkshire, for a week in July lo work together with professional authors on thèir writing. The online courses over the last 2 years have bèen a gieal success bul the physical residential allows everything lo be shared from first dralls, lo after dinner poetry, lo cooking for themselves and each other. Previous parlicipanls have described the freedom of 'being 8blÈ to write with no wrong answers" of not needing lo justify feelings or ideas, and of being able lo listen lo Énd appreciate others, work. Greenhouse Sport5 11 has been a difficult year for Greenhouse as the wonderful Greenhouse Centre in Marylebone has been undergoing renovation. Undeterred the lable tennis programme continues lo support children in the area in alternative venues with astonishing results. 2 teams won their age group competitions al the England Schools Championships with 1 boy selected lo play lor England. Most important Ihough is the commitment and altitude of the children. When we visited a few weeks ago the enthusiasm was infectious - not surprising when the chief coach, Jason. and 2 of his assistants had all come through the development programme themselves 88 children. Ngw Adventures In 2021 we agreed a three year leamAr¢hle emerging artist apprentice programme with New Adventures. This provides lor an emerging dancer, sele¢led by Sir Matthew Bourne following graduation from Ballet school, a year's contract with the New Adventures Dance Company. In January 2022. our emerging artist apprentice Enrique performed as Cupid in Sir Matthew Bourne's New Adventures production of Nulcrackerl We are now supporting a second apprentice Perreira Franque IPerryl. We are hoping we might see both ol them in the New Adventures production ol Sleeping Beauty in January 2023. There will be a leamArchie gala performance on 1 Oth January 2023 al Sadlers Wells. Page 3 THE ARCHIE LLOYD CHARITABLE FOUNDATION TRUSTEES, REPORT Icontinuedl FOR THE YEAR ENDED S APRIL 2022 Cricket Mentoring Programme Hampshire batsman Nick Gubbins, an original Ambassador with leamArchie, has sel up a programme of mentoring for young cricketers from the ACE (African Carlbbean Engagemenll project - Jahir and O'Dane. Through nel sessions. advice, and support with kil and expenses, il has been wondèrful lo see them grow in eonfidence both as cricketers and as young men. O'Dane was thrilled lo clean bowl Nick in a recent nel sessionl The ultimate goal is lo see them achieve their ambition ol becoming professional cricketers - their performances on the pitch this season will be crucial. We wish them lu¢k. Seenaryo (Jordan) leamArchie's work with Seenaryo is best illustrated by the experiences of three young people. Aya and Ahmad have been taking part in community theatre projects in Jordan with Seenaryo for three years. They are from Rusaifeh a low-income area on the oulskirls of Amman where Seenaryo runs a Showbuild in partnership with Haya Community Cenlre. They h2vè become passionate about theatre bul what really stands out is their growing profe5$10nalism and maturity. Rather than insisting on taking the biggest and best roles they strive lo include and help other, younger participants. Gradually, they have n8lurally taken on greater leadership roles and the aim is lo support them lo lead some exercises independently next year. Thirdly, Seba was part of Seenaryo's very first Youth Theatre programme. With Seenaryo Seba has trained as a facililalor and. in a fantastic leamArchie collaboration with one of our other charity partners, Seba has been mentored by Paul Smelhurst from New Adventures via a number of zoom sessions. Seba 15 now leading the leamArchie Childrens, Theatre programmes in Mafraq as well as establishing her own theatre company 'Art Vision,. Snowcamp In April, 2 cohorts of teamArchie's Snowcamp bursaiy recipients were finally able to travel lo Italy lo complete their training on real snow and on real mountains. For most leamArchie bursary recipients, like Calum, il was their first experience of thè Alps or even of being away from home. Calum struggled al school with a difficult home-life and severe dyslexia bul from the initial Snow Camp first tracks programme he has been able lo watch and feel and gradually listen and learn through skiing. The culmination of the programme in Italy allows the students lo shadow inslruclors and gain their Snowsporl England or Scotland qualifications and First Aid and Safeguarding certificates. Calum was awarded most improved skier on the trip and then Scotland Young Person ol the Year. He has been able lo write a leller of application and as a result has been taken on as an apprenlice with Snowcamp Scotland where he will leach others and work towards his BASI inslruclors qualifications. We have been enormously grateful this year for support from the following grant making charities.. The Albert Van den Bergh Charitable Trust The Carom Tmsl The Wales Foundation The Lloyd Charitable Foundation The Hummingbird Charitable Trust The Oak Foundation The Bernard Sunley Foundation If you are involvecl with a grant making charity please do consider us for a grant and we would be happy tr) discuss becoming charity funding partner for our specific programmes. We do rely on our friends and supporters lo lake on challenges lo raise money for leamArchie' projects and please gel in touch if you would like lo support. 1nlo@leamarchie.org We are also once again enjoying meeting our wonderful friends and supporters al our events Over 100 gathered for a splendid evening al Sadlers Wells in January 2022 for Sir Matthew Bourne's Nulcraeker! and a chance lo see Enrique in action as Cupid and meet Perry and the team supporting them. We are grateful to Ross Badger and Salis Wealth Management lor their support. Page 4 THE ARCHIE LLOYD CHARITABLE FOUNDATION TRUSTEES, REPORT Icontinuedl FOR THE YEAR ENDED 5 APRIL 2022 Bill Shiplon and Bold & Reeves very generously supported our lour of the wonderful gardens al Malverleys in May. We were blessed with fine weather, a fine lea and an incredible hoal and guide in Mat Reese. Mat, who trained al Great Oixler, has designed and built the garden for the Von Opel family, We all fell so privileged lo have this crealorfs eye view of it. We have plans for a number of events in 2023, please contact ww.leamarchie.org Financlal revlew . Golng concern After making appropriate enquiries, the Iruslees have a reasonable expectation that the charity has adequate resources lo continue in operational existence for the foreseeable future. For this reason they continue lo adopt the going concern basis in preparing the financial slalements. Further details regardlng the adoption of the going concern basis can be found in the Accounb'ng Policies. Structur¢g governance and management a. Constitution The charity was incorporated on 15 June 2016 and CoMmen￿d trading on that dale. b, Mgthod of appolntment or electlon of Trustees The management of the charity is the responsibility ol the Trustees who are elected and co-opted under the terms of the Trust deed. c, Princlpal actlvltles The Archie Lloyd Charitable FoLJndation, known as 'leamArchie' aims 10 8W8rd scholarships largeled al those who have not had Ihe opporlunilieg afforded lo them through their education and personal circumstances. These young people will be mentored and assi51ed through a programme of further education, for example through coaching qualilicalions and travel. Trustees. re8ponsSbllitle$ statèment The Trustees are responsible for preparing the Trustees, report and the financial statements in accordance with applicable law and United Kingdom Accounting Stsndards (United Kingdom Generally Accepted Accounting Praclicel. The law applicable lo ch2rilies in England & Wales requires the Trustees lo prepare financial slalemenls for each financial year whlch give a true and fair view ol the slate of affairs of the charity and of the incoming resources and applie£lion of resources of the charity lor that period. In preparing these financial slalemenls, the Trustees are required lo: select SLFilable accounting policies and then appty them consislenlly,. observe the methods and principles in the Charities SORP,, make judgments and accounting estimates that are reasonable and prudent., prepare the financial slalemenls on the going concern basis unless il is inappropriate lo presume that the harily will continue in operation. Page 5 THE ARCHIE LLOYD CHARITABLE FOUNDATION TRUSTEES. REPORT Icontlnuedl FOR THE YEAR ENDED 5 APRIL 2022 The Trustees are responsible for keeping PToper accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy al any lime the financial position of the charity and enable them lo ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reporlsl Regulations 2008 and the provisions of the trust deed. 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. This report was approved by the Trustees, on 19 October 2022 and signed on their behalf by.. Jam Lloyd Page 6 THE ARCHIE LLOYD CHARITABLE FOUNDATION INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDEO S APRIL 2022 Independent Examiner's Report to th8 Trustees of Thg Archlo Lloyd Charitabl? Foundatlon (the'charlty'l I report to the charity Trustees on my examination of the a¢counts of the charity for the year ended 5 April 2022. This report is m￿je solely lo the charills TNsla&s, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might slate lo the charitls Trustees those mallgrs l am required lo state to them in an Independent examiner's report and for no other purpose. To the fullest extent permilled by law, I do nol a¢cepl or assume responsibility to anyone other than the charity and the charilvs Trustees as a body. for my work or for this report. Responsibilities and Basls of Rèport As the Trustees of the charity you are responsible for the preparation of the a¢counls in accordance with the requirements of the Charities Aet 20111'lhe 2011 Act'l. I report in respecl of my examination of the charills accounts carried oui under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions givtsn by the Charity Commission under section 14515}Ibl of Ihe 2011 Act. Independent Examlnerfs Statement Your attention is drawn to the fact that the charity has prepared the accounts in accordance with Accounting and Reporting by Charitiès. Slalemenl of Recommended Practice applicable lo charities preparing their accounts accordance with the Financial Roportiro Standard applicable in the UK and Republic of Ireland IFRS 102} in preference lo the Accounting and Reporting by Charities.. Slalemenl of Rocommended Practice issu9d on 1 April 2005 which is referred to in the exlanl regulation8 bul has been withdrawn. l und8rstand that this has been don8 in order for the accounts to provide a true and fair view in accordance with Ihg Generally Accepted Accounting Praclice effective for reF)Orting periods beginning on or after 1 January 2015. I have completed my examination. I can confinn that no matters have come to my attention in connection with the examination glving mg caus8 lo believe thal in any material respect.. accounting records wore not kept in respect of the charity as required by section 130 of the 2011 Act., or the accounts do not accord with those records," or the accounts do not comply wth the 8pplicable requirements con￿MIng the fomi and c