##
##
##
##
|Objecti|v|es and|Activ|itie|s|||
|---|---|---|---|---|---|---|---|
||||||SORP reference|||
|Summary||ofthe purposes||of|Para 1.17|Further such charitable
purposes as are||
|the charity as set out|||in its|||exclusively
charitable
according to the laws||
|governing||document||||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||
|||||||isa 'service leaver', as defined
by her
ma'est
's
overnment.||
|Summary
activities||ofthe main
in relation to those|||Para 1.17and
1.19|1.The prevention
or relief of poverty,
by
providing
grants, items or services for||
|purposes
benefit,|for the public
in particular,
the|||||veterans
in need who are living
in Dorset.
2.The advancement
of health and the||
|activities,||projects or|services|||saving oflives, by providing
financial
and||
|identified||in the accounts.||||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 ofveterans
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 offacilities for recreation||
|||||||and leisure-time
occupation
in the interests||
|||||||ofsocial 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
ofveterans
under a disabilit||
||||||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
ofveterans
by providing|
||||||counselling,
advice, and a fulfilling,
calming|
||||||and safe environment,
where peer-to-peer|
||||||support
and self-dependency
is encouraged|
||||||for Veterans
livin
in, or visitin
Dorset.|
|Statement||confirming||Para 1.18|All trustees
have regard to the Charity|
|whether|the trustees||have||Commission's
public benefit and have|
|had regard||to the guidance|||complied
with the guidance
when exercising|
|issued|by the Charity||||powers or duties as relevant
under the|
|Commission||on public|||Charities
(Accounts and Reports)|
|benefit|||||Re ulations 2008.|
|Additional|||information|information|(optional)|(optional)||
|---|---|---|---|---|---|---|---|
|You ma|choose to|||include||further statements|where relevant
about:|
|||||||SORP reference||
|||||||Para 1.38||
|Policy on||grant making|||||N/A|
|||||||Para 1.38||
|Policy on||social investment|||||N/A|
|including||program||related||||
|investment||||||||
||||||||1.The David
Ellis Charity volunteer
fitness|
|||||||Para 1.38|instructors
Huffers 8 Puffers community|
|Contribution|||made|by|||fitness group has continued
to deliver health|
|volunteers|||||||and wellbeing
activities at locations across|
||||||||South West Dorset. An increase
in demand|
||||||||for activities that improves
physical and|
||||||||mental
health
increased the number of|
||||||||fitness classes with the inclusion
ofPilates|
||||||||classes. The David Ellis Charity's
volunteers|
||||||||increased
in number
with the focus on|
||||||||developing
and improving
the body's|
||||||||functional
movement
to make performing|
||||||||activities
in everyday
life more manageable|
||||||||and improving
quality of life. The volunteer|
||||||||fitness instructors
deliver classes between|
||||||||Dorchester,
Weymouth
and Portland to|
||||||||minimise
travel and allow participants
to|
||||||||access a local class with the aim ofreducing|
||||||||travel costs. Charity donations
from|
||||||||fundraisers,
grants and sponsors
have|
||||||||helped The David Ellis Charity continue to|
||||||||deliver a robust health and wellbeing|
||||||||programme
throughout
2022-23. The weekly|
||||||||workouts
are varied and scalable to suit all|
||||||||fitness levels, ages and abilities comprising|
||||||||ofvaried functional
movements,
body|
||||||||mana
ement skills and reaction skills.|
||Volunteers
provided
peer to peer support|
|---|---|
||and early warning
ofa veteran or family|
||member
in need allowing
The David Ellis|
||Charity to engage
with immediate
support|
||including
a veteran's
wife who suffered a|
||stroke and was supported
by our volunteers|
||who checked
in on her husband,
and we|
||also supported
her rehabilitation
through|
||healthy exercise and group support.|
||Volunteers
have supported
local community|
||events
including
a Triathlon
event|
||volunteering
to marshal
competitors;
this|
||created
links with local organisations
and|
||businesses,
thus increasing
the charity's|
||visibilit
.|
||The charity has extended
it's reach across|
|Other|South-West
Dorset by including
the local|
||town of Dorchester
in the programme
of|
||fitness classes and increased the area of|
||operation
from in the previous
reporting|
||year. With funding
from a successful
grant|
||award
from the Dorset Community|
||Foundation
Neighbourhood
Fund,|
||sponsorship
from a local business,
and|
||fundraising
activities our projects have|
||endured
throughout
2022 into 2023, they are|
||projected
run long term into the next|
||re
ortin
ear and be ond.|
##
|Achieve|men|ts|and Per|formance||
|---|---|---|---|---|---|
|||||SORP reference||
||||||2. In the reporting
period the charity funded
f300for 3volunteer
veterans to take a Level|
||||||1 non-contact
boxing coaching course|
|Summary
ofthe main
achievements
ofthe charity,||||Para 1.20|qualifying
them to deliver boxing exercise
activities for The David Ellis Charity. The|
|identifying|the|difference the|||boxing course also provide a useful|
|charity's|work|has made to|||qualification
for improved
employability|
|the circumstances|||of its||boosting
paid work and volunteering|
|beneficiaries
and|||any wider||opportunities.
A measure ofthe charity's|
|benefits to society as a|||||success is a disabled
veteran
who attended|
|whole.|||||the course now runs his own community|
||||||boxing club. f1400also funded a safe|
||||||environment
to run fitness and Pilates|
||||||classes as well as other physical
health and|
||||||wellbeing
activities. These inclusive
activities|
||||||support senior citizens, children,
and the|
||||||disable;
it helps to combat obesity, promotes|
||||||mental
and physical
health, and mental
well-|
||||||being. F140provided
transport
for 2|
||||||struggling
veterans
who needed
visit close|
||||||family members
undergoing
emergency|
||||||hospital treatment.
The charity funded|
||||||transport
at short notice for a disabled|
||||||veteran to visit his wife at a local hospital.|
||||||The charity also funded
airport transport
for|
||||||a veteran to visit his sick father hundreds
of|
##
||||*Improve the charity's
profile by building|
|---|---|---|---|
||||relationships
with local supporters
and|
||||sponsors.|
||||The trustees
have successfully
met all|
||||objectives for the year to benefit the wider|
||||society, and raise the charity profile. A new|
||||website and bespoke email was created by|
||||volunteers
with free web-hosting
that not|
||||extends the charity's
ability to reach
it's|
||||beneficiaries
but it also exercises value for|
||||money
with free web hosting.
Health and|
||||wellbeing
have been successful;
in 2023 one|
||||ofour volunteer
fitness instructors
was|
||||nominated
by the NHS for "Going the Extra|
||||Mile" with an award
in recognition
ofher|
||||service to im
rovin
health.|
||||Volunteer
instructors
from the charity|
||||delivered
free fitness classes
in 4|
|Performance
offundraising
activities against objectives||Para 1.41|recreational
venues
in different
locations
across South West Dorset. The charity was|
|set|||awarded
22500 from the Dorset Community|
||||Foundation
Neighbourhood
Fund to fund the|
||||increase the number ofvenues
hire costs for|
||||1 year. Obtaining
sponsorship
from a local|
||||business
ensured
that the Charity could fund|
||||a new Dorchester venue for exercise|
||||classes. The David Ellis Charity was the|
||||Mayor ofWeymouth's
chosen charity for the
year 2022 and received a donation
off700|
||||through
fundraising
activities that included|
||||collections from a Christmas
Carol Service|
||||and a Football match. Individual
donations|
||||have ensured
that the charities activities
will|
||||continue to provide
vital health and|
||||wellbeing,
and specialist support
in line with|
||||the charity's
objectives.|
|Investment|performance|Para 1.41|N/A|
|against objectives||||
|Other|||N/A|
##
|Financial
Review|Financial
Review|Financial
Review|||||||
|---|---|---|---|---|---|---|---|---|
|Review ofthe charity's
financial
position at the end|||Para 1.21|Funds
f5608|in the bank as of07/04/2023 was
in unrestricted||||
|ofthe period||||funds.|||||
|Statement
explaining|the||Para 1.22|For this||financial year the holding||ofreserves|
|policy for holding
reserves||||for 6 months
has is deemed essential as the|||||
|stating
why they are|held|||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
ofreserves|held||Para 1.22|E2000|||||
|Reasons for holding|zero||Para 1.22|N/A|||||
|reserves|||||||||
|Details offund materially||in|Para 1.24|N/A|||||
|deficit|||||||||
|Explanation
ofany|||Para 1.23|Given the strong cash position ofthe charity,|||||
|uncertainties
about the||||it is perceived
with confidence that||||it will|
|charity continuing
as a going||||exist for||the foreseeable
future.|||
|concern|||||||||
|concern|||||||||
|---|---|---|---|---|---|---|---|---|
|Additional|information|(optional)|||||||
|You ma
choose to include further statements||||where relevant|about||||
|||||The main financial
risk to the|||charity|is the|
|||||lack ofgrant|funding|and reduced donations.|||
|The charity's
principal
sources offunds (including|||Para 1.47|The funds are held
operational
costs in||in reserve
the event|to cover
ofa loss of||
|any fundraising)||||income and|to meet|any unforeseen|||
|||||ex enditure|that ma|occur.|||
|Investment
objectives|policy and
including
any||Para 1.46|N/A|||||
|social investment
policy|||||||||
|adopted|||||||||
|||||Given the cash position ofthe|||charity,|there|
|||||is no uncertainty
surrounding|||the charity||
|A description
ofthe principal|||Para 1.46|continuing
as a going concern.|||||
|risks facing|the charity||||||||
|Other|||||||||
|||||N/A|||||
##
|Structure,|Structure,|Governa|Governa|n|ce|and Manag|ement|||
|---|---|---|---|---|---|---|---|---|---|
|Description||of charity's||||||||
|trusts:||||||||||
|Type of|governing
document||||||Constitution
ofa Charitable
Incorporated
Organisation
who's only voting members||are|
||||||||its charit
trustees.|||
|How is the charity||||||Para 1.25|CIO - FOUNDATION
Registered
17Nov|||
|constituted?|||||||2020 as amended
on 05Feb 2021|||
|Trustee|selection methods|||||Para 1.25|Appointment
ofcharity trustees|||
|including|details ofany||||||*Every trustee must be appointed
for up||to a|
|constitutional
provisions
election to post or name||||e.g.
of|||maximum
term offive years by a resolution
passed at a properly
convened
meeting of|||
|any person||or body entitled|||||the charity
trustees.|||
|to appoint one or more|||||||In selecting
individuals
for appointment||as|
|trustees|||||||charity trustees,
the charity trustees|||
||||||||must have regard to the skills, knowledge|||
||||||||and experience
needed for the effective|||
||||||||administration
ofthe CIO.|||
|Additional
information||||(optional)||||||
|You ma|choose to include||||further statements||where relevant about|||
||||||||The charity trustees
will make available||to|
||||||||each new charity trustee, on or before his|||
|Policies
adopted|and
for|procedures
the induction|||and||or her first appointment:
*Acopy ofthe current version ofthis|||
|training|oftrustees||||||constitution;
and
*Acopy ofthe CIO's latest Trustees'
Annual|||
||||||||Report and statement
of|||
||||||||accounts.|||
||||||||*Acopy ofthe Trustees Management|||
||||||||Guidance,
including
Equality,
Diversity|and||
||||||||Respect Policy, the Grant Making
Policy and|||
||||||||the Trustees Code of Conduct guidance,|||
||||||||*Co ies ofthe previous|||
|The charity's
structure
and|||organisational
any wider|||Para 1.51|N/A|||
|network|with||which the|||||||
|charity works||||||||||
|Relationship|||with any related|||Para 1.51|N/A|||
|parties||||||||||
|Other|||||||N/A|||
##
##
##
|Description
ofthe assets|||
|---|---|---|
|held
in this capacity||N/A|
|Name and objects ofthe|||
|charity on whose behalf|the||
|assets are held and how|this|N/A|
|falls within the custodian|||
|charity's objects|||
|Details ofarrangements|for||
|safe custody and|||
|segregation
ofsuch assets||N/A|
|from the charity's
own assets|||
##
##
|Names an|d addresses
ofadv|isers
(Optional
inform|ation)|||
|---|---|---|---|---|---|
|Type of|Name|Address||||
|adviser||||||
|Bank|NatWest|135Bishopsgate,|London|EC2M 3UR||
|Name of|chief executive or names ofsenior staff||members|(Optional|information)|
##
##
##
|Signature(s)|||
|---|---|---|
|Full name(s)|Nicaea ~R|P.GHPQ~~|
|Position (eg.Secretary,|||
|Chair, etc)|||
|Date|||
|L|L|EHARIW CQNMISSION
fpf tN0IAltp
ANp WAlf5|EHARIW CQNMISSION
fpf tN0IAltp
ANp WAlf5|EHARIW CQNMISSION
fpf tN0IAltp
ANp WAlf5|EHARIW CQNMISSION
fpf tN0IAltp
ANp WAlf5|EHARIW CQNMISSION
fpf tN0IAltp
ANp WAlf5|**ME** **DA**RD **ELUS** **C**ItaftlTY
VID
HARITY
Receipts and payments|**ME** **DA**RD **ELUS** **C**ItaftlTY
VID
HARITY
Receipts and payments|**ME** **DA**RD **ELUS** **C**ItaftlTY
VID
HARITY
Receipts and payments|**ME** **DA**RD **ELUS** **C**ItaftlTY
VID
HARITY
Receipts and payments|**ME** **DA**RD **ELUS** **C**ItaftlTY
VID
HARITY
Receipts and payments|**ME** **DA**RD **ELUS** **C**ItaftlTY
VID
HARITY
Receipts and payments|accounts|accounts|CC16a|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||Forthe period|||07$412022|To||Q804fR23||
||~||L
4|~|~||~|4||||||||
|||||||||UnreatrttWd|||Restricted|Endowment||||
|||||||||funda|||funda|funds||||
|||||||||tn Sre neaeet||f|tothe neereet f|tn the neereetf||hr the neereet f|tn the neereet f|
|At|Racelpla|||||||||||||||
|||Sots|ross|IIKorne||||||||||||
|||||||AR)||||||||||
|||an|nveatmant
5|||es,||||||||||
|(seetable)||||||||||||||||
|Experreee||||||||||||||||
|Hell|Hire||||||||t,550|||||||
||||||||||2+85|||||||
|A4|Asset|and|investment|||||||||||||
|u||aee table||||||||||||||
||||||Sub|fotai||||||||||
||||Total|payments||||||||||||
||Jrfetofreceiptsl(paymanfs)|||||||||||||||
|AS|Transfers||between||funda|||||||||||
|AS|Cash|funds last year end||||||||||||||
||Cash funds this||||year|and||||||||||
|s|e|||||||
|---|---|---|---|---|---|---|---|
|||||Unrsstltchxl||||
||Categories|Details||ftltlda||||
|||||ls rtsarsst||E||
|B1Cnslt|funds|Cash ln Bank||||||
|||lNtrrba bbhwas|iivsi iebb gab biis~|||||
||||kxsisll($) l|||||
|||Details||||||
|||||Fuel|ls|shish||Cumnt vates|
|B3lnvestlnsnt~||Details||assai||||
||||||||Cwvsre value|
|||Details|||||I|
||||||||Whsh rhl~|
|||Detail s|||||I|
|BSUabllltlss||||||||
|Signed by one ortwo trustees on||||||Print Name||
|behalf of ell the trustees||||||||
||||||NICHOLAS HARPER||gli002023|