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2024-11-30-accounts

Charity number: 1205999

THE JOE DIX FOUNDATION

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 NOVEMBER 2024

THE JOE DIX FOUNDATION

CONTENTS

Page
Reference and administrative details of the Charity, its Trustees and advisers 1
Trustees' report 2 - 6
Independent examiner's report 7
Statement of financial activities 8
Balance sheet 9
Notes to the financial statements 10 - 18

THE JOE DIX FOUNDATION

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 30 NOVEMBER 2024

Trustees A G Bliss, Chair
S Dix
P A Dix
L T M Bliss MBE
E Dix
C L Dix
R Crook
E B Harding
H Scott (appointed 1 December 2024)
H Carver (appointed 1 December 2024)
Charity registered
number
1205999
Principal office
Suite 215
Kirkham House
5 Whiffer Road
Norwich
NR13 6SF
Accountants
Larking Gowen LLP
Chartered Accountants
1st Floor, Prospect House
Rouen Road
Norwich
NR1 1RE

Page 1

THE JOE DIX FOUNDATION

TRUSTEES' REPORT FOR THE YEAR ENDED 30 NOVEMBER 2024

The Trustees present their annual report together with the financial statements of The Joe Dix Foundation for the year 30 November 2023 to 30 November 2024. The comparatives reflect activities towards equivalent Objects in advance of the Charity's registration on 30 November 2023, as described more fully in Note 2.1. The Trustees confirm that the Annual Report and financial statements of the Charity comply with the current statutory requirements, the requirements of the Charity's governing document and the provisions of the Statement of Recommended Practice (SORP), applicable to charities preparing their accounts in accordance with FRS 102.

The Charity also trades under the names The Joe Dix Foundation.

Objectives and activities

a. Policies and objectives

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity commission relating to public benefit. The Joe Dix Foundation’s charitable objectives are:

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

b. Activities undertaken to achieve objectives

The Joe Dix Foundation during this year and in the period before registration of the Charity has undertaken many presentations to young people in Schools, Youth Centres, Conventions and Exhibitions in furtherance of our aims. We have met with and listened to parents, guardians, teachers and political figures regarding our specialist knowledge and aims. We have operated a 24/7 confidential helpline for parents and others concerned about negative influences on their children and how to approach difficult situations as they arise.

Page 2

THE JOE DIX FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2024

Achievements and performance

a. Main achievements of the Charity

Awareness presentations have seen us visit more than 40 schools and meet more than 6000 young people essentially between 12 and 18 but also in some cases younger and of primary age. These presentations tell the story of Joe and his unfortunate exploitation at an early age and how this came to destroy not only his life but the effects this had on his family and others. Highlighting also the pressures and the practices involved in creating and inciting violence amongst young people especially those who find school life a struggle or are from difficult or challenging backgrounds and perhaps the subject of trauma.

Our work has been highlighted on TV on programmes like Crimewatch Live as well as newsreel and radio and we have received many testimonies and plaudits for what we do and the message we have. We were particularly pleased that the Foundation in the shape of the Founders were invited to join the Government’s national Coalition on reducing Knife and Youth Violence, attending regular meetings in Westminster with politicians and Government officials. We have also managed to stage several very successful fundraising events this year to further the aims and message we have.

. The Charity maintains a necessary presence on social media including Facebook, X, and Instagram. Anecdotal evidence suggests that for the majority of younger adults TikTok is the social media platform of choice and we intend to investigate how best to use this channel for future awareness campaigns.

In addition to the above the Charity has been involved in the purchase and placing of Joe Dix Bleed Kits throughout the county in as many popularly strategic places as can be identified. The kits include equipment for stemming a catastrophic bleed such as may arise from a knife wound or similar injury. They are also featured in the specific First Aid training that we promote usually as part of our presentations.

Overall, the Trustees are very pleased with what has been built and achieved over the past year and are intent on further strengthening our position financially and increasing our reach to create more positive outcomes for those at risk of CCE.

b. Fundraising

The Charity has staged a number of successful fundraising events particularly an Annual Winter Ball, a Charity Football Day, a Summer Barbecue and other events like Quizzes, and Race Nights all of which have been well supported and raised significant funds.

The Charity has also been successful in obtaining a number of funding grants including:

Simon Gibson Charitable Trust - £10,000 Alderman Norman Trust - £4,510 Albert Hunt - £4,000 Boswells Insurance - £5,000 A verified Trust wishing to remain anonymous - £32,000

All grants received were for general operating costs and not restricted to any one purpose. In combination these donations and grants have enabled the Charity to deliver its awareness activities.

Page 3

THE JOE DIX FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2024

Achievements and performance (continued)

c. Bleed Kits

In addition, the above the Charity has been involved in the purchase and placing of “Joe Dix Bleed Kits” throughout the county in as many popularly strategic places as can be identified. The kits include equipment for stemming a catastrophic bleed such as may arise from a knife wound or similar injury. They are also featured in the specific First Aid training and demonstrations that we promote, usually as part of our presentations.

d. Other Activities

We have attended and spoken at many events both outdoor and indoor where our stall and gazebo in the Charity’s colours have served as a point to promote our message and talk to people about the work that we do. These include The Aylsham Show, Watton Youth Festival, the Forum Norwich, Norfolk Festival of Youth at the Showground and several others

Financial review

a. Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

b. Reserves policy

The Trustees are aiming to carry forward up to 12 months of budgeted expenditure as a buffer against income fluctuation and therefore to ensure services will continue. As of 30 November 2024 the Charity's unrestricted funds are £34,666.

Structure, governance and management

a. Constitution

The Charity achieved registration as a Charitable Incorporated Organisation on 30 November 2023. Prior to this date and from inception in March 23, the Trustees set about establishing the aims and contacts and understanding what was required from setting up the Charity in presenting its role and purpose. It is registered with the Charity Commission (Charity no. 1205999).

The Joe Dix Foundation is a Charity governed by a constitution, dated 7 March 2023, which established the objects and powers of the organisation and its Trustees.

Page 4

THE JOE DIX FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2024

Structure, governance and management (continued)

b. Methods of appointment or election of Trustees

The management of the Charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Trust deed.

Apart from the first Charity Trustees, every appointed Trustee must be appointed for a term of two years by a resolution passed at a properly convened meeting of the Charity Trustees.

c. Organisational structure and decision-making policies

The board of Trustees is the principal decision-making body of the Charity.

There is also an Executive Committee consisting of the Founders, the Chair and First Trustees.

Plans for future periods

The Trustees' aims in the 2024/2025 financial year are:

Page 5

THE JOE DIX FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 NOVEMBER 2024

Statement of Trustees' responsibilities

The Trustees are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees and signed on their behalf by:

................................................ A G Bliss

Date: 7 May 2025

Page 6

THE JOE DIX FOUNDATION

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 30 NOVEMBER 2024

Independent examiner's report to the Trustees of The Joe Dix Foundation ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 30 November 2024.

Responsibilities and basis of report

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

This report is made solely to the Charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the Charity's Trustees those matters I am required to state to them in an Independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my work or for this report.

Signed:

Dated: 27/5/2025

Giles Kerkham FCA DChA

Larking Gowen LLP Chartered Accountants 1st Floor, Prospect House ouen Road Norwich NR1 1RE

Page 7

THE JOE DIX FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 NOVEMBER 2024

Note
Income from:
Donations and legacies
3
Activities
4
Other trading activities
5
Total income
Expenditure on:
Activities
6
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2024
£
51,822
20,587
285
72,694
50,109
50,109
22,585
11,825
22,585
34,410
Total
funds
2024
£
51,822
20,587
285
72,694
50,109
50,109
22,585
11,825
22,585
34,410
Total
funds
2023
£
15,241
1,335
-
16,576
4,751
4,751
11,825
-
11,825
11,825

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 10 to 18 form part of these financial statements.

Page 8

THE JOE DIX FOUNDATION

BALANCE SHEET AS AT 30 NOVEMBER 2024

Note
Fixed assets
Tangible assets
9
Current assets
Stocks
10
Debtors
11
Cash at bank and in hand
Creditors: amounts falling due within one
year
12
Net current assets
Total assets less current liabilities
Total net assets
Charity funds
Restricted funds
13
Unrestricted funds
13
Total funds
1,441
4,690
33,915
40,046
(8,882)
2024
£
3,246
3,246
31,164
34,410
34,410
-
34,410
34,410
-
832
10,993
11,825
-
2023
£
-
-
11,825
11,825
11,825
-
11,825
11,825

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

................................................

A G Bliss

Date:

The notes on pages 10 to 18 form part of these financial statements.

Page 9

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

1. General information

The Joe Dix Foundation is an unincorporated charity registered in England and Wales. The charity number is 1205999 and its registered office is Suite 215, Kirkham House, 5 Whiffler Road, Norwich, NR13 6SF.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The Joe Dix FoundationThe Joe Dix Foundation meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

These accounts present the charity's results from its registration and formation as a CIO on 30 November 2023 to 30 November 2024. The 2023 comparative income and expenditure figures reflect activities of the committee towards equivalent objectives before the charity's formation, covering the period March 2023 to 29 November 2023.

2.2 Going concern

After considering the Charity's financial commitments and the strength of its reserves, the Trustees consider that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason they continue to adopt the going concern basis in preparing the financial information.

2.3 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

2.4 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Activity costs are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. All expenditure is inclusive of irrecoverable VAT.

Page 10

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

2. Accounting policies (continued)

2.5 Tangible fixed assets and depreciation

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives.

Depreciation is provided on the following basis:

Plant and machinery - 50% Straight line Computer equipment - 33% Straight line

2.6 Stocks

Stocks are valued at the lower of cost and net realisable value after making due allowance for obsolete and slow-moving stocks. Cost includes all direct costs and an appropriate proportion of fixed and variable overheads.

2.7 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.8 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.9 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of financial activities as a finance cost.

2.10 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

Page 11

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

2. Accounting policies (continued)

2.11 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

3. Income from donations and legacies

Unrestricted Total Total
funds funds funds
2024 2024 2023
£ £ £
Donations 51,822 51,822 15,241

4. Income from Activities

Unrestricted
funds
2024
£
Events
11,567
Community presentations
5,400
Bleed bag income
3,620
20,587
Total
funds
2024
£
11,567
5,400
3,620
20,587
Total
funds
2023
£
-
1,335
-
1,335

Events include both fundraising and the raising of awareness of issues in line with the Charity's objects.

Page 12

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

5. Income from other trading activities

Income from non charitable trading activities

Unrestricted Total Total
funds funds funds
2024 2024 2023
£ £ £
Charity trading income 285 285 -

6. Analysis of expenditure by activities

Direct costs
Direct costs
Activities
undertaken
directly
2024
£
42,123
Activities
undertaken
directly
2023
£
3,379
Support
costs
2024
£
7,986
Support
costs
2023
£
1,372
Total
funds
2024
£
50,109
Total
funds
2023
£
4,751

Page 13

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

6. Analysis of expenditure by activities (continued)

Analysis of direct costs

Contractors
Advertising
Computer running costs
Rent
Bank charges
Bleed bags and kits
Insurance
Subscriptions
Repairs and maintenance
Event costs
Travelling expenses
Activities
2024
£
17,700
1,797
894
4,586
94
6,756
368
277
415
4,688
4,548
42,123
Total
funds
2024
£
17,700
1,797
894
4,586
94
6,756
368
277
415
4,688
4,548
42,123
Total
funds
2023
£
-
668
924
1,019
46
-
386
336
-
-
-
3,379

Analysis of support costs

Depreciation
Accountancy
Telephone
Stationery
Legal and professional
Activities
2024
£
1,325
4,182
294
985
1,200
7,986
Total
funds
2024
£
1,325
4,182
294
985
1,200
7,986
Total
funds
2023
£
-
569
420
383
-
1,372

7. Independent examiner's remuneration

The independent examiner's remuneration amounts to an independent examiner fee of £2,400 ( 2023 - £ - ).

Page 14

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

8. Trustees' remuneration and expenses

During the year, one or more Trustees has been paid remuneration or has received other benefits from an employment with the Charity. The value of Trustees' remuneration and other benefits was as follows:

2024 2023
£ £
L T M Bliss MBE 8,850 -
E Dix 8,850 -

Contractor fees to L Bliss and E Dix were approved by the non-connected trustees to remunerate them for delivering the charity's presentations and events.

During the year ended 30 November 2024, expenses totalling £ 2,676 were reimbursed or paid directly to 3 Trustees (2023 - £160.99 to 1 Trustee) . The Trustees were reimbursed for expenses incurred in relation to food and travel, which were directly related to their duties as Trustees.

9. Tangible fixed assets

Cost or valuation
Additions
At 30 November 2024
Depreciation
Charge for the year
At 30 November 2024
Net book value
At 30 November 2024
At 30 November 2023
Plant and
machinery
£
1,364
1,364
512
512
852
-
Computer
equipment
£
3,207
3,207
813
813
2,394
-
Total
£
4,571
4,571
1,325
1,325
3,246
-

Page 15

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

10. Stocks

2024 2023
£ £
Finished goods and goods for resale 1,441 -

11. Debtors

Due within one year
Other debtors
Prepayments and accrued income
2024
£
3,555
1,135
4,690
2023
£
832
-
832

12. Creditors: Amounts falling due within one year

Other creditors
Accruals and deferred income
2024
£
626
8,256
8,882
2023
£
-
-
-

Page 16

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

13. Statement of funds

Statement of funds - current year

Balance at 1
December
2023
£
Unrestricted funds
General Funds - all funds
11,825
Statement of funds - prior year
Unrestricted funds
General Funds - all funds
Income
£
Expenditure
£
Balance at
30 November
2024
£
72,694
(50,109)
34,410
Income
£
Expenditure
£
Balance at
30 November
2023
£
16,576
(4,751)
11,825

14. Summary of funds

Summary of funds - current year


General funds
Summary of funds - prior year
General funds
Balance at 1
December
2023
£
11,825
Income
£
Expenditure
£
Balance at 30
November
2024
£
72,694
(50,109)
34,410
Income
£
Expenditure
£
Balance at
30 November
2023
£
16,576
(4,751)
11,825

Page 17

THE JOE DIX FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024

15. Analysis of net assets between funds

Analysis of net assets between funds - current period

Unrestricted
funds
2024
£
Tangible fixed assets
3,246
Current assets
40,046
Creditors due within one year
(8,882)
Total
34,410
Total
funds
2024
£
3,246
40,046
(8,882)
34,410

Analysis of net assets between funds - prior period

Current assets
Total
Unrestricted
funds
2023
£
11,825
11,825
Total
funds
2023
£
11,825
11,825

Page 18