## **Trustees’ Annual Report for the period** ## **From** 07/04/2023 **Period start date to** 06/04/2024 **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 David Ellis Charity volunteer fitness
instructors have continued to deliver health
and wellbeing activities at locations across
Southwest Dorset. An increase in demand
for activities that improves physical and
mental health increased the number of
fitness classes with the inclusion of Pilates
classes in Weymouth and Dorchester. 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 of reducing 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 2023-
24. The weekly workouts are varied and
scalable to suit all fitness levels, ages and
abilities comprising of varied functional
movements, body management skills and
reaction skills.| |||Volunteers provided peer to peer support
and early warning of a 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 National and local
Triathlon events volunteering to marshal
competitors; this provides a donation of
funds to the charity and creates links with
local organisations and businesses, thus
increasing the charity’s visibility.| |---|---|---| |Other||The charity continues to run five fitness
classes a week with the addition of a new
Pilates class in Dorchester and has added
group walking to the list of health and
wellbeing activities in Dorset. Joining walks
hosted by the Southwest Coastal Path
Association promotes a healthier lifestyle
and supports the associations project to
maintain the local countryside. With funding
from a successful grant award from the
Dorset Council Community and Culture
Project Fund, sponsorship from a local
business, and fundraising activities our
projects have endured throughout 2023 into
2024, this is projected run long term into the
next reporting year and beyond.| ## **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 provided
funding to purchase a laptop for a disabled
veteran made redundant on medical
grounds, living with PTSD, and disabled by a
brain injury. The laptop helped the veteran to
apply for his credits and benefits as well as
communicate with his family via video link.
The laptop is a cost-effective way for him to
keep in touch with family and friends safely
and reduce feelings of loneliness and social
isolation.
3. The charity continues to provide a safe,
welcoming environment with regular visits,
peer-to-peer support as well as rehabilitation
through exercise and social interaction.
Beneficiaries require a safe environment to
exercise with specially trained volunteer staff
from the fitness industry and the health
sector. Appropriate buildings and
infrastructure, transport, disabled access,
functional use and aesthetic quality is a
fundamental requirement for safe exercise.| The exercise classes have ensured that veterans and their families across Dorchester, Weymouth and Portland maintain their physical and mental health. The health and wellbeing benefits through the charity’s inclusive, free activities provide veterans and families with a stress free, no obligation fitness programme that promotes a healthier lifestyle. The broader impact on society has helped reduce the impact of avoidable non-communicable diseases that have a wider impact on NHS healthcare. It creates healthier lifestyle habits, builds physical and mental resilience and a positive approach to life against the backdrop of the Covid pandemic and it aligns with UK 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 2023-24 were:
*Continue to raise sufficient funds through
fundraising, and sponsorship to guarantee
an enduring programme of health and
wellbeing.
*Support volunteers with meaningful
activities, and training courses to further the
charity’s objectives.
*Improve the charity’s profile by building
relationships with associations and
organisations with similar objectives
including local supporters and sponsors.
The trustees have successfully met all
objectives for the year to benefit the wider
society, and raise the charity profile. The
Charity’s website is regularly updated so that
it represents the events, fundraising| |---|---|---| |||activities and local information to reach its
beneficiaries. Health and wellbeing have
been successful; in 2023/24. Volunteers
support a local community amateur sports
club (CASC) run four weightlifting
competitions during the year help set up for
the event and fulfil the roles of officiators and
event marshals to ensure the success of a
developing amateur sports club in
Weymouth.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|Volunteer instructors from the charity
delivered five free fitness classes, in four
recreational venues, in three towns in
Southwest Dorset. The charity was awarded
£2632 from the Dorset Council Community
and Culture Project Fund to fund the
increase the number of venues hire costs for
2 years ensuring that the Charity could fund
an additional Pilates class in Dorchester.
Continued sponsorship from a local business
in Dorchester, a 10-mile charity walk, a row
the equivalent of two-and-a-half times across
the English Channel on an rowing machine,
Ironman Weymouth volunteer contribution as
well as individual donations and charity
fundraising activities have ensured that the
charity will continue to support veterans and
their families, with the provision vital health
and wellbeing services, and specialist
support in line with the charity’s objectives.| |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 06/04/2024 was
£6136.60 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:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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 whose 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
*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|13 Earl Close
Dorchester
Dorset
DT11DY| ||| **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)**| |---|---|---|---|---| ||Nicholas Harper|Chair|12/09/19|| ||RayStent|Secretary|19/09/19|| ||Jennifer Norster|Trustee|07/09/20|| ||Natalie Newton|Trustee|20/10/22|| ||Jeanette Croft|Trustee|16/02/23|| ## – 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 trustees declare that they have approved the trustees, report above Signed on behalf of the charlvs trustees Si8naturels1 Full name{sl NICHOLAS HARPER Position leg. Secretary, Chair, etcl CHAIR OF TRUSTEES f/LuSf Date CHARITY COMMISSION FOR INGIAND AND WALIS Receipts and payments accounts CC16a For th• ￿rIOd from da'.e To 07n}4r2￿l3 041(￿￿24 Section A Receipts and payments Unrosirictèd fur Resiricitd funds Endowment funds Totsl lund• L••t y• A1 R•c•l Fundrai￿n9 ARJ *$41 table). $41 •nlg Ènue Hiie Sub lot•1 yr Sub lot41 Nei olrecwpW(p•yments) A5 Transl•rs boiw••n funds C•Nh luwvjg 1•91 y••r Cash fvnds thls yearenLI .97 .97 S,311 7.28 5,311 7.286 Section B Statement of assets and liabilities at the end of the period Unrb6trKl•d lunds R•5trbGt&d funds EFbdowrTroni Dptsi lunds 81 Ca*h fund• Tot•1 cash funds 1,13¢ Vnr•glrfct•d lunds R••trbcted EndOwTr￿nt lunds fundB Oot•ll• Dqt•ll Fwwj towhkh B4 Assets ret4in•d for harlty's own u•¢ Fwxltowhk* 0ot•lls 85 Ll•blllti Da￿ bJhThYof •ll lh• IrpMtM¥ l Name NICHCUS H*APER 07￿4