2022-04-06-accounts

Trustees’ Annual Report for the period

From 17/11/2020 Period start date to 06/04/2022 Period end date

Charity name: The David Ellis Charity

Charity registration number: 1192363

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Further such charitable purposes as are exclusively charitable according to the laws of England and Wales for the benefit of veterans living in, or visiting Dorset, as the trustees may from time to time determine, in particular but not exclusively by providing support and funding to other organisations furthering such purposes. For the purpose of the objects clause, ‘veterans’ are defined as anyone who has served for at least one day in her majesty’s armed forces (regular or reserve) or merchant mariners who have seen duty on legally defined operations, and is a ‘service leaver’, as defined by her majesty’s government.
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. The prevention or relief of poverty, by providing grants, items or services for veterans in need who are living in Dorset. 2. The advancement of health and the saving of lives, by providing financial and well-being advice; counselling; and social, recreational and leisure-time facilities in a social environment, to encourage self-help and peer-to-peer support by and for veterans who live in, or are visiting Dorset. 3. The relief of veterans in need by reason of age, ill health, disability, financial hardship or other disadvantage by providing advice, counselling, grants and provision of items to encourage self-dependency in partnership for Veterans who live in Dorset. 4. The provision of facilities for recreation and leisure-time occupation in the interests of social welfare with the intention of improving the condition of life, by providing a fulfilling, calming and safe environment, where peer-to-peer support and self- dependency is encouraged by and for Veterans living in, or visiting, Dorset. 5. The social relief, resettlement and rehabilitation of veterans under a disability

		or deprivation by providing counselling, advice, and a fulfilling, calming and safe environment, where peer-to-peer support and self-dependency is encouraged, in for veterans living in, Dorset. 6. The promotion of mental health improvement of veterans by providing counselling, advice, and a fulfilling, calming and safe environment, where peer-to-peer support and self-dependency is encouraged for Veterans living in, or visiting Dorset.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All trustees have regard to the Charity Commission's public benefit and have complied with the guidance when exercising powers or duties as relevant under the Charities (Accounts and Reports) Regulations 2008.

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

	SORP reference
Policy on grant making	Para 1.38	N/A
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	1.The Huffers & Puffers is a community fitness group inspired by the charity trustees and veterans seeking to improve their own personal fitness and to help reduce the strain on veterans’ health, post Covid. Volunteers from the charity and the healthcare community supported by The David Ellis Charity, apply their personal career experiences focusing on developing and improving the body's functional movement to make performing activities in everyday life more manageable for veterans in Dorset. All the qualified fitness instructors are volunteers and deliver classes between Dorchester, Weymouth and Portland every week in safe, purpose built, gym facilities with hire costs funded by the charity donations from fundraisers. The weekly workouts are varied and scalable to suit all fitness levels comprising of varied functional movements, body management skills and reaction skills. Our community comprises of members of the armed forces and their families with a mixture of able bodied and those with physical and mental challenges. Sessions are designed to be easily adaptable for men

		and women of all fitness levels, ages and abilities; as a fitness community, everyone completes the same workout together.
Other		Our future plans are to extend exercise classes across southwest Dorset to support at much of the veteran’s community as possible in our area of operation. This is will require grant funding and the intention is to review local community grants available in Dorset that support the type of activities the charity is currently providing thus achieving its defined objectives.

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	2. In the reporting period the charity has funded £266 to provide a safe environment so that physical activity for both senior citizens, disabled and adult veterans and their families to combat obesity, promote mental and physical health and well-being such as the onset of dementia. The charity recognised the need for a safe environment that encompasses all of the elements including trained staff, buildings, infrastructure, transport, disabled access as well as the functional use, arrangement in space, and aesthetic qualities. The right environment was also important to support a disabled veteran who wanted to run his own non-contact boxing classes for veterans. The charity provided the social environment with social support and support for participation in physical activity that allowed the wheelchair bound veteran this opportunity who would not otherwise not be able to participate in a safe, controlled community environment. 3. The exercise classes and boxing courses have helped to ensure that veterans and families in Weymouth and Portland can take advantage of opportunities and compensate high-density low-income groups e.g., affordability, social anxieties. Furthermore, the fitness classes have provided support and resources to veterans and families that want to create a healthier lifestyle. As a result, the broader impact on society hopes to reduce the NHS healthcare burden and promote a healthier lifestyle as well as building physical and mental resilience against the backdrop of the Covid pandemic in line with the Department of Health recommendations. The physical activity strategies and actions recommended by the charity and its volunteers are centred around the following goals:

Encourage physical activity Decrease sedentary behaviour Raise awareness about the importance of increasing physical activity to promote mental and physical well-being and resilience. Create a social environment that will further create social support and support for participation in a social activity. *Reduce the healthcare burden.

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

Achievements against objectives set	Para 1.41	The formal objectives set for the first period were to raise sufficient funds through donations to establish a functioning charity. The trustees have strived throughout the year to increase the amount in funds to get the charity up and running which has paid for banners and a social media platform to raise the charity’s profile as well as charity paraphernalia to collect cash donations. Additional objectives aim to provide a basis for health and wellbeing for veterans which as an additional objective has been a successful outcome this year.
Performance of fundraising activities against objectives set	Para 1.41	Volunteer instructors from the charity delivered free fitness classes to veterans and families in a small outdoor green-space area but the exercise classes increased in popularity. The charity also needed to funds to get off the ground so a number of fundraising activities including a 15-mile stretcher carry with veterans of all abilities raising £800, a 30-mile walk raised £350, a tug-o-war contest with the local fire service raised £100 and 120km/2000 burpee challenge raising £1750. Through these events the charity has been able to cover the cost of the of indoor space at a local leisure centre and the much-needed charity paraphernalia to boost our profile. There was a health and safety requirement for a large indoor space for veterans to exercise, particularly during the winter months, in line with the charity’s own risk policy. This has allowed low-income groups to continue to participate in fitness classes.

Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Funds in the bank as of 31/11/2021 was £2413.00 in unrestricted funds.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	For this financial year the holding of reserves for 6 months has is deemed essential as the charity has a regular commitment and to provide immediate assistance for veteran’s support in line with the charity’s main activities including funding the weekly fitness classes
Amount of reserves held	Para 1.22	£2000
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Given the strong cash position of the charity, it is perceived with confidence that it will exist for the foreseeable future.

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	The main financial risk to the charity is the lack of grant funding and reduced donations. The funds are held in reserve to cover operational costs in the event of a loss of income and to meet any unforeseen expenditure that may occur.
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	Given the cash position of the charity, there is no uncertainty surrounding the charity continuing as a going concern.
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution of a Charitable Incorporated Organisation who’s only voting members are its charity trustees.
How is the charity constituted? (e.g., unincorporated association, CIO)	Para 1.25	CIO - FOUNDATION Registered 17 Nov 2020 as amended on 05 Feb 2021
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	Appointment of charity trustees *Apart from the first charity trustees, every trustee must be appointed for up to a maximum term of five years by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

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 trustees will make available to each new charity trustee, on or before his or her first appointment: A copy of the current version of this constitution; and A copy of the CIO’s latest Trustees’ Annual Report and statement of accounts. A copy of the Trustees Management Guidance, including Equality, Diversity and Respect Policy, the Grant Making Policy and the Trustees Code of Conduct guidance, Copies of the previous
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	N/A
Relationship with any related parties	Para 1.51	N/A
Other		N/A

Reference and Administrative details

Charity name	The David Ellis Charity
Other name the charity uses	1192363
Registered charity number
Charity’s principal address	11 Glovers Close Milborne Port Sherborne Dorset DT9 5ER

Names of the charity trustees who manage the charity

1 2 3 4 5	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
	John Price	Chair	12/09/19
	RayStent	Secretary	12/09/19
	Nicholas Harper	Treasurer	12/09/19
	Catherine Scard	Trustee	12/09/19
	Jennifer Norster	Trustee	07/09/20

– 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	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Bank	NatWest	135 Bishopsgate, London EC2M 3UR
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations The trustses declare that they have approved the trustaes, rnport above. Slgned on behalf of the charity's trustegs Slgnature{s) Full name(s) Posltion (eg Secretary, Chalr, 8tc) £. s￿￿?￿ Syrhrr. WA, OSW. Date ),AL,I &"2S

CHARITY COMMISSION FOR ENGLAND ANO WALES THE DAVID ELLIS CHARITY Receipts and payments accounts CC16a For the perfod 17111r2020 0610412022 Section A Receipts and payments Uni•strictod funds Rostricted funds Endowm8WIt lunds Tolal fund5 LaAt A1 Recelpts FuThlraising Grants 1110 Z585 22 1585 Sub total(Gmss Income for AR) 7.117 7.f17 A2 Assat and In¥￿tm¥nf $al 18èe tablg). Sub total 7,117 7.117 A3Pa onts Ew8nBes Hall HIFe 682 Sub totsi 1,388 PA Ass•t and Inv￿￿￿￿1 Urch￿•$. s•• tsbl? Sub total 1.368 N•t ofr•Celp￿P￿yrnents) A5 Transfers belwvon fvnds A6 Cash lunds last y••r •nd C•sh funds thls year •nd 5,749 5.749 5.749 CCXX Rl actounts ISSI 1W0112023

Section B Statement of assets and liabilities at the end of the period UnTestrtcted nds tone•re•t£ Restrl¢t•d funds to ￿#1￿&1£ Endowment funds to nwost£ L￿les￿rI)s Dotails B1 Cash funds Total ￿$h funds 5,608 )) Unrostrf¢t•d funds R•5tr1ct•d funds Er)dowment fund$ to n•Brw£ D•tail• fo nearest£ F￿￿ty￿h1¢h CuTh•nt Detaèls Fund tothlGh •¥•t bDlon Detalls Colt lopttomr) , 84 Ass•ts r•tsln¢d for the charlty$ own us• Fund towhlch mount du• du• lorwl 08ts11s 85 Uablllti Signed by one or trs biLSteOS On behaff of all lh8 Iwst Data of roya1 Signalur• Print N8rn9 NICHOLAS HARPER Chalr ru$teel R. STE*¥r 10).oi.Z3, CCXX R2 a(xxxJnts ISSI 1810112023