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2024-09-30-accounts

Trustees’ Annual Report for the period

From 30/09/2023 Period start date To 30/09/2024 Period end date

Charity name: Help A Squaddie

Charity registration number: 1182523

Objectives and Activities

SORP
referenc
e
Summary of the purposes of
the charity as set out in its
governing document
Para
1.17
We aim to help develop the capacity and skills of the
socially and economically disadvantaged ex-military
community and their families within the Stafordshire
and South Derbyshire area.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Para
1.17 and
1.19
1.
Opened The Russell Aston Home For
Veterans
2.
Organised regular, successful drop-in
sessions for veterans.
3.
Rehoused several homeless veterans at
The Russell Aston Home For Veterans
4.
Intervened successfully in suicide
interventions through our veteran’s
helpline.
5.
Assisted veterans with household
items.
6.
Canoeing and cycling sessions for
veterans and their families.
CASE STUDIES AND ACHIVEMENTS
In 2023, we proudly opened the doors to The
Russell Aston Home for Veterans – a purpose-
driven residental facility designed to provide
stability, dignity, and tailored support to homeless
and vulnerable veterans. Named in honour of
Corporal Russell Aston, this home serves as a
lastng tribute to those who served and a beacon
of hope for those rebuilding their lives afer crisis.

The opening marked a significant milestone in our charity’s mission, creating a safe, supportive, and structured environment where veterans can access housing, therapy, community connection, and peer-led rehabilitation. Since its launch, the home has exceeded expectations in both reach and impact. A home that builds a community The Residents are now known and trusted by the local community. Elderly neighbours regularly turn to them for help, advice, and companionship, like when one resident asked them to remove a frog from her garden. These small acts show the organic, neighbourly relationships growing around the home. Residents of the Russell Aston Home aren’t just recovering—they are becoming pillars of the community. Other Achievements Over 200 veterans were directly supported by Help A Squaddie, with an additional 300+ indirect beneficiaries, including families, carers, and community members. Four full-time volunteers have progressed through our support pathways and now actively mentor, support, and engage new residents. Mental health support expanded to include:  One-to-one therapy sessions with qualified professionals  Partnerships with local gyms to support those who manage mental health through physical activity Family days and breakfast clubs are held regularly to combat loneliness and encourage reintegration. These sessions receive referrals from GPs and social prescribers, particularly for isolated older veterans. A community transport scheme in partnership with a local taxi firm, offering free rides to those

unable to drive, increasing access to events and services. Local engagement has flourished, turning the home into a true community hub where neighbours offer meals, chat with residents, and request help with small tasks, fostering grassroots volunteering. Case Study 1: D – From Isolation to Leadership D came to us following a referral from another homeless charity after a prolonged period of street homelessness. He presented with signs of substance use, poor physical condition, and deep emotional distress, admitting he was too ashamed to visit his elderly parents. After a clean drug and alcohol test, we welcomed D into the home. He revealed a prior diagnosis of bipolar disorder , which had gone unmanaged. With tailored support from our team, particularly a staff member experienced in bipolar care, D underwent a full mental health reassessment and medication review. Within eight weeks, D had undergone a profound transformation. He now manages our breakfast club and is a welcoming presence for all new residents. His journey from crisis to contribution embodies the mission of our charity. Case Study: M’s Journey to Independence M self-referred to the Russell Aston Home for Veterans after experiencing homelessness. At the time, he was feeling lost, demoralised, and uncertain about his future. From the moment he arrived, M showed a genuine commitment to rebuilding his life. He quickly settled into his room and embraced the supportive environment of the house. From the outset, M demonstrated a proactive attitude. He enrolled in several courses designed to enhance his CV and improve his employability, including digital skills training and a workplace readiness programme. His motivation to make positive changes inspired both staff and fellow residents.

M quickly became a valued member of the household. He was always the first to welcome new residents, offering a listening ear and helping them adjust to life at the home. His natural leadership and kindness made a significant impact on the morale of the house. One of M’s standout contributions was redecorating the main communal living area. He took pride in making the space more welcoming and homely, and the transformation boosted the spirits of everyone in the house. This project gave M a sense of ownership, purpose, and confidence, reminding him of the skills and value he still had to offer. With the stability and support provided at the Russell Aston Home, M made incredible progress quickly. He has now moved on to independent accommodation and continues to thrive. He remains in touch with the team and is proud of how far he’s come. M is on track for long-term success, and his journey is a powerful reminder of what can be achieved when veterans are given the right environment to rebuild their lives. Case Study: J’s Ongoing Journey to Recovery J self-referred to the Russell Aston Home for Veterans following a long and difficult period of on-and-off homelessness. Like many veterans we support, J was facing significant challenges, particularly with alcohol and cocaine addiction. Despite these struggles, J showed determination to turn his life around and embraced the opportunity the Home offered. Upon arrival, J made an immediate positive impression. He quickly established a routine, attending the gym daily and engaging fully with house life. His focus on fitness and selfimprovement was encouraging to both staff and fellow residents, and for a time, it appeared that he was firmly on the path to recovery. However, as is often the case with addiction, J’s journey was not a straight line. Sadly, he suffered a relapse. Due to the Russell Aston Home’s strict zero-tolerance policy on drug and alcohol use— essential to protect the wider community within the house—J was required to leave the property. This was a difficult but necessary decision, made with J’s best interests at heart. Understanding that

J still needed support, we acted quickly to find an appropriate placement. We secured a place for him at a specialist rehabilitation centre we had worked with in the past, where he would be surrounded by professional addiction specialists and a programme specifically tailored to his needs. Although J’s time with us came to an early close, his story reflects our commitment to ensuring every veteran gets the right support, even when it falls outside the immediate scope of the Russell Aston Home. We remain hopeful for J’s recovery and will continue to support him in whatever ways we can as he works towards a brighter future. Impact Summary: Tailoring Support to Individual Needs The journeys of M and J highlight the Russell Aston Home for Veterans’ commitment to providing the right support to each individual, no matter where they are on their path to recovery. M’s story is a clear example of how a stable, structured environment can empower a motivated individual to quickly rebuild their life. With access to education, meaningful responsibilities within the home, and a strong sense of community, M was able to regain his confidence, develop new skills, and transition successfully to independent living. J’s experience, though more complex, is equally important. His initial progress showed the positive influence of routine and structure. However, when deeper challenges related to addiction emerged, we acted quickly and compassionately. Upholding our house rules ensured the safety and stability of the community, while simultaneously sourcing specialist rehabilitation support gave J the best possible chance of longer-term recovery. These three contrasting stories demonstrate that success at the Russell Aston Home for Veterans is not about a one-size-fits-all approach. Instead, it is about meeting each veteran where they are— providing the stability, encouragement, and, when necessary, the specialist interventions needed to give every individual the opportunity for a better future. Our flexibility, compassionate decision-making, and focus on long-term wellbeing remain at the heart of everything we do. Whether a veteran thrives within our home or needs more specialist

support elsewhere, our mission is always the same:
to give them the best possible chance of
reclaiming their lives with dignity and hope.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para
1.18
We have had regard to the guidance issued for public
beneft and have met this by facilitatng drop-in
sessions, running a mental health helpline and a
veterans' foodbank alongside the opening of The
Russell Aston Home For Veterans.

Additional information (optional) You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38
Policy on social investment,
including program-related
investment
Para 1.38
Contribution made by
volunteers
Para 1.38 Volunteers have helped run regular drop-in
sessions for veterans and their families, and
run a successful veterans' food bank, as well as
walking and other outdoor actvites. All
volunteers are now trained in Military MHFA,
so theyhave a beter understandingof the

issues that veterans face. Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 Help A Squaddie has fast become well
known within the UK. The Charity now
receive calls from Veterans, their families,
and other Charities for advice and support.
The Charity works well with other Charities
to ensure that the very best wrap around
care is given to all who get referred or
make a self-referral.
Our Biggest achievement to date is the
opening of The Russell Aston Home For
Veterans

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against
objectives set

Para 1.41
Performance of fundraising
activities against objectives
set
Para 1.41
Investment performance
against objectives
Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The charity is financially sound.
Statement explaining the
policy for holding reserves
statingwhytheyare held
Para 1.22 We aim to always keep £30000 in reserve so
we can keep the charity running efciently
and cover all our overheads.
Amount of reserves held Para 1.22 £20000
Reasons for holding zero
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 At the moment, we face no uncertaintes as
we are fnancially stable.
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Various grants and fundraising
events/actvites. Rental income from The
Russell Aston Home For Veterans.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 N/A
A description of the principal
risks facing the charity
Para 1.46 None at this time.
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Charitable incorporated organisation
with constitution.
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Constitution
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Any New Trustee is selected by current
board of trustees and the CEO. We are
constantly trying to find any gaps in the
skillset of the board and we will
advertise through our local support
organisation Support Staffordshire if
and when needed. We ask for references
and previous experience of a trustees
role. We also prefer to have trustees
with lived experience of Veterans
issues.

Additional information (optional)

You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction
and training of trustees

Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Para 1.51
Other

Reference and Administrative details

Charity name Help A Squaddie
Other name the charity uses
Registered charity number 1182523
Charity’s principal address St John's Church,
Hednesford Road,
Heath Hayes,
Cannock,
Staffordshire.

WS12 3DZ

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
Cameron Urquhart Chairperson
Mike Aston
Ayden Fessey Treasurer
Patrick Ryan

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets 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

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Cameron Urquhart

Position (eg Secretary, Chair Chair, etc)

Date 24/04/25

Help a Squaddie Income and Expenditure Account 1st October 2023 - 30th September 2024

Help a Squaddie
Income and Expenditure Account
1st October 2023- 30th September 2024
Help a Squaddie
nd Expenditure Account
2023- 30th September 2024
Help a Squaddie
nd Expenditure Account
2023- 30th September 2024
Help a Squaddie
nd Expenditure Account
2023- 30th September 2024
Income
Collection, Donations & Events
3,675.78
2,896.09
Sales
-
30.00
Interest Income
575.27
-
Fundraising
5,653.59
6,332.64
Rental Income RAHFV
52,581.66
18,867.89
Grants
3,500.00
19,320.00
Restricted Income
30,945.00
339,460.02
£96,931.30
£386,906.64
Expenditure
Salary Expenses
32,607.28
12,600.00
Office Costs
1,400.00
4,056.07
Client Drop-in Centre
1,236.47
2,384.96
House upkeep
560.38
8,099.02
Equipment/Fund Raising costs
1,368.86
3,675.57
Client Support
10,748.78
13,014.54
Restricted Funds Spent
33,829.58
31,502.85
Insurance
246.16
866.97
Training & Subscriptions
90.00
0.00
Post, printing & stationery
99.73
16.31
Accounts
300.00
250.00
Professional Fee's
0.00
0.00
Travel costs
128.20
652.80
Website
514.03
0.00
Bad Debt
0.00
0.00
Bank Charge
34.65
Depreciation
888.04
443.96
Phones
658.01
904.35
Other
78.71
360.30
£84,788.88
£78,827.70
Surplus / (Deficit)
£12,142.42
£308,078.94
Balance Sheet as the Year Ended 30th September 2023
Current Account Opening Balance as @ 1 Oct 2023
69,428.76
68,872.02
Surplus / (Deficit) for the Year
12,142.42
308,078.94
Movement Summary
£81,571.18
£376,950.96
Current Account Closing Balance as @ 30 Sept 2024
44,633.52
69,428.76
Deposit Account Closing Balance as @ 30 Sept 2024
40,149.62
Computer Equipment Balance as @ 30 Sept 2024
-
288.02
Fixtures & Fittings Balance as @ 30 Sept 2024
-
600.02
Property Balance as @ 30 Sept 2024
306,880.84
306,880.84
Creditors
2,570.60
-
246.68
-
£389,093.38
£307,522.20
£376,950.96
Funds Summary
Restricted Funds - Lotto
4,429.04
4,429.04
Restricted Funds - Government
1,454.40
1,454.40
Restricted Funds - National Grid
-106.86
0.00
Restricted Funding - SCC Fund Grant
3,200.00
0.00
Restricted Funds - J Jukes Garden
0.00
0.00
Restricted Funds - Onestop
0.00
0.00
Restricted Funds - Know your Neighbor
10,294.67
8,563.17
Restricted Funds - Crowdfunder
728.01
728.01
Restricted Funds - Morrisons Garden
1,456.77
3,164.66
Restricted Funds - Charitable giving Amazon
0.00
11.28
Restricted Funds - Veolia Enviromental Grant
300.00
0.00
Restricted Funds - RAHFV Grant
1,010.47
1,010.47
Restricted Funds - Awards for All 23
4,141.59
0.00
Restricted Funds - Groundworks UK
1,125.00
0.00
Restricted Funds - Together Active Fund
3,321.95
0.00
Unrestricted Funds
357,738.34
357,589.93
£389,093.38
£0.00
£376,950.96
- 2023-
- 2024-
3,675.78
2,896.09
-
30.00
575.27
-
5,653.59
6,332.64
52,581.66
18,867.89
3,500.00
19,320.00
30,945.00
339,460.02
- 2023-
- 2024-
£96,931.30
£386,906.64
32,607.28
12,600.00
1,400.00
4,056.07
1,236.47
2,384.96
560.38
8,099.02
1,368.86
3,675.57
10,748.78
13,014.54
33,829.58
31,502.85
246.16
866.97
90.00
0.00
99.73
16.31
300.00
250.00
0.00
0.00
128.20
652.80
514.03
0.00
0.00
0.00
34.65
888.04
443.96
658.01
904.35
78.71
360.30
£84,788.88
£12,142.42
69,428.76
12,142.42
£81,571.18
44,633.52
40,149.62
-
-
306,880.84
2,570.60
-
£389,093.38
£307,522.20
4,429.04
1,454.40
-106.86
3,200.00
0.00
0.00
10,294.67
728.01
1,456.77
0.00
300.00
1,010.47
4,141.59
1,125.00
3,321.95
357,738.34
£389,093.38
£0.00
£78,827.70
£308,078.94
68,872.02
308,078.94
£376,950.96
69,428.76
288.02
600.02
306,880.84
246.68
-
£376,950.96
4,429.04
1,454.40
0.00
0.00
0.00
0.00
8,563.17
728.01
3,164.66
11.28
0.00
1,010.47
0.00
0.00
0.00
357,589.93
£389,093.38 £376,950.96

ACCOUNTANT'S REPORT

The above Income & Expenditure account for the year ending 30th September 2023 has been prepared without full audit from books, records, information and explanations supplied and is in accordance therewith.

Rugeley, Staffs 11th April 2025

MJ Accountancy Ltd.

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Help-a-Squaddie On accounts for the year 30[th] September 2024 Charity no 1182523 ended (if any) Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. 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 seeking 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 no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent In connection with my examination, no matter has come to my attention examiner's statement (other than that disclosed below *)

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

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

  4. have not been met; or

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

  6. Please delete the words in the brackets if they do not apply.

Signed:
Name:
Address:
P Johnson 11thApril 2025
Philippa Johnson
MJ Accountancy Ltd
Suites 2 & 3 Bow Street Chamber
½ Bow Street
Rugeley, Staffs WS15 2BT

IER

March 2012

1

Section B Disclosure

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose .

No other matters arise at this time.

IER

March 2012

2