## **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 to*thlGh •¥*•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 t*rs 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