OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-12-31-accounts

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

Charity number: 1207350

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE PERIOD ENDED 31 DECEMBER 2024

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 - 4
Independent Examiner's Report 5 - 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 - 16

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE PERIOD ENDED 31 DECEMBER 2024

Trustees J Manning (appointed 7 March 2024)
D Ballantine (appointed 7 March 2024)
Y Manning (appointed 7 March 2024)
G Lincoln (appointed 7 March 2024)
J Edwards (appointed 7 March 2024)
Charity registered
number
1207350
Principal office
C/O Hillier Hopkins LLP
249 Silbury Boulevard
Milton Keynes
Buckinghamshire
MK19 1NA
Accountants
Hillier Hopkins LLP
249 Silbury Boulevard
Milton Keynes
Buckinghamshire
MK19 1NA

Page 1

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

TRUSTEES' REPORT FOR THE PERIOD ENDED 31 DECEMBER 2024

The Trustees present their annual report together with the financial statements of The Arthur Ellis Mental Health Foundation for the period 7 March 2024 to 31 December 2024.

Objectives and activities

a. Policies and objectives

The objectives of the CIO are to support the needs of people who are above the age of 8 years old experiencing mental health problems by providing mentoring services and promoting good mental health and wellbeing.

1-1 Support

Providing safe spaces for young people and adults to talk about challenges in their lives to improve their mental health and wellbeing.

Raising public awareness

Raising awareness of mental health and wellbeing issues and providing tools and resources.

As this is our first year operating as a charity, we had some clear 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, including the guidance 'Public benefit: running a charity (PB2)'.

Achievements and performance

a. Main achievements of the Charity

Highlights

Beneficiary Wellbeing Outcomes (Average):

Children under 10 +14% Young people (11-17) +24% Adults 18+ +77%

We have established an annual festival in Milton Keynes. A festival that would break down barriers to things that are good for our wellbeing, bring families together and showcase amazing things that we can do for our wellbeing that can be really fun!

With 2,000 people attending, four hundred two course meals distributed to the community and families engaging in 20 fun activities for free, including Badminton, Tai Chi, Cake Decorating, Art and Garden Games. The project was an enormous success, so we are doing it again.

Page 2

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE PERIOD ENDED 31 DECEMBER 2024

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

All reserves have been held in the charity in the year, so that these can be used in the future years to help meet the objectives of the charity.

c. Financial activities

This is the first year that the Charity has traded, and has shown a positive movement in the year, with income of £214,801 and expenditure of £127,497.

A surplus of £87,304 has been made in the year, this is very positive for the Charity in the year and we are aiming for this to increase in the future to enable us to meet our goals.

Structure, governance and management

a. Constitution

The Arthur Ellis Mental Health Foundation is a registered charity, number 1207350, and is constituted under a Trust deed.

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.

Page 3

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE PERIOD ENDED 31 DECEMBER 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 period 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:

................................................ J Manning

Date: 31-10-2025 | 09:47 PDT

Page 4

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

INDEPENDENT EXAMINER'S REPORT FOR THE PERIOD ENDED 31 DECEMBER 2024

Independent Examiner's Report to the Trustees of The Arthur Ellis Mental Health Foundation ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the period ended 31 December 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

Your attention is drawn to the fact that the Charity has prepared the accounts in accordance with 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) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

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.

Page 5

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

INDEPENDENT EXAMINER'S REPORT (CONTINUED) FOR THE PERIOD ENDED 31 DECEMBER 2024

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: James Johnson

31-10-2025 | 17:20 GMT Dated: ACA

Hillier Hopkins LLP 249 Silbury Boulevard Milton Keynes Buckinghamshire MK19 1NA

Page 6

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD ENDED 31 DECEMBER 2024

Note
Income from:
Donations and legacies
3
Charitable activities
4
Total income
Expenditure on:
Charitable activities
5
Total expenditure
Net movement in funds
Reconciliation of funds:
Net movement in funds
Total funds carried forward
Unrestricted
funds
2024
£
3,700
194,328
198,028
130,476
130,476
67,552
67,552
67,552
Restricted
funds
2024
£
18,500
-
18,500
18,500
18,500
-
-
-
Total
funds
2024
£
22,200
194,328
216,528
148,976
148,976
67,552
67,552
67,552

The Statement of Financial Activities includes all gains and losses recognised in the period.

The notes on pages 9 to 16 form part of these financial statements.

Page 7

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

BALANCE SHEET AS AT 31 DECEMBER 2024

Note
Current assets
Debtors
10
Cash at bank and in hand
Current liabilities
Creditors: amounts falling due within one year
11
Net current assets
Total assets less current liabilities
Net assets excluding pension asset
Total net assets
Charity funds
Unrestricted funds
12
Total funds
23,189
44,715
67,904
(352)
2024
£
67,552
67,552
67,552
67,552
67,552
67,552

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

................................................ J Manning Trustee Date: 31-10-2025 | 09:47 PDT

The notes on pages 9 to 16 form part of these financial statements.

Page 8

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

1. General information

The Arthur Ellis Mental Health Foundation is a charity registered in England and Wales within the United Kingdom. The address of the Charity is C/O Hillier Hopkins LLP, 249 Silbury Boulevard, Milton Keynes, Buckinghamshire, MK9 1NA.

The Charity's principal activity is that of providing mental heath support.

The financial statements are presented in sterling which is the functional currency of the Charity and rounded to the nearest £.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

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 financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The Arthur Ellis Mental Health 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.

2.2 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.

Grants are included in the Statement of Financial Activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance Sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Page 9

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

2. Accounting policies (continued)

2.3 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. Expenditure is classified by activity. The costs of each activity 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. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.4 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.

2.5 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.

2.6 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.

2.7 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 10

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

2. Accounting policies (continued)

2.8 Pensions

The Charity operates a defined contribution pension scheme and the pension charge represents the amounts payable by the Charity to the fund in respect of the period.

2.9 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.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

3. Income from donations and legacies

Donations
Grants
Total 2024
Unrestricted
funds
2024
£
2,000
1,700
3,700
Restricted
funds
2024
£
-
18,500
18,500
Total
funds
2024
£
2,000
20,200
22,200

4. Income from charitable activities

Unrestricted Total
funds funds
2024 2024
£ £
Charitable activities 194,328 194,328

Page 11

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

5. Analysis of expenditure on charitable activities

Summary by fund type

Unrestricted Restricted
funds funds Total
2024 2024 2024
£ £ £
Charitable activities 130,476 18,500 148,976

6. Analysis of expenditure by activities

Activities
undertaken Support Total
directly costs funds
2024 2024 2024
£ £ £
Charitable activities 58,653 90,323 148,976

Analysis of direct costs

Total
Activities funds
2024 2024
£ £
Mentors 58,653 58,653

Page 12

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

6. Analysis of expenditure by activities (continued)

Analysis of support costs

Activities
2024
£
Staff costs (note 8)
52,434
Web hosting
23,154
Insurance
1,168
Bank charges
380
Event costs
11,359
Staff training
280
Independent examiner's fees (note 7)
1,548
90,323
Independent examiner's remuneration
Fees payable to the Charity's independent examiner for the independent examination of
the Charity's annual accounts
Total
funds
2024
£
52,434
23,154
1,168
380
11,359
280
1,548
90,323
2024
£
1,548

7. Independent examiner's remuneration

8. Staff costs

Wages and salaries
National insurance
Pension costs
2024
£
47,241
4,345
848
52,434

Page 13

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

8. Staff costs (continued)

The average number of persons employed by the Charity during the period was as follows:

Staff
No employee received remuneration amounting to more than £60,000 in either year.
9.
Trustees' remuneration and expenses
During the period, no Trustees received any remuneration or other benefits.
During the period ended 31 December 2024, no Trustee expenses have been incurred.
10.
Debtors
Due within one year
Trade debtors
Other debtors
2024
No.
5
2024
£
17,720
5,469
23,189
11. Creditors: Amounts falling due within one year
2024
£
Pension fund loan payable 352

Page 14

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

12. Statement of funds

Statement of funds - current period

Unrestricted funds
General funds
Restricted funds
Wellbeing Festival
Emotional & wellbeing support
Total of funds
Income
£
198,028
8,500
10,000
18,500
216,528
Expenditure
£
(130,476)
(8,500)
(10,000)
(18,500)
(148,976)
Balance at
31
December
2024
£
67,552
-
-
-
67,552

Wellbeing Festival - To fund costs associated with holding the Charity's Wellbeing Festival.

Emotional & wellbeing support - To fund the improvement of access to emotional and wellbeing support.

13. Summary of funds

Summary of funds - current period

General funds
Restricted funds
Income
£
198,028
18,500
216,528
Expenditure
£
(130,476)
(18,500)
(148,976)
Balance at
31
December
2024
£
67,552
-
67,552

Page 15

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

THE ARTHUR ELLIS MENTAL HEALTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2024

14. Analysis of net assets between funds

Analysis of net assets between funds - current period

Unrestricted
funds
2024
£
Current assets
67,904
Creditors due within one year
(352)
Total
67,552
Total
funds
2024
£
67,904
(352)
67,552

15. Pension commitments

The Charity operates a defined contribution scheme. The assets of the scheme are held seperately from those of the Charity in an independently administered fund. The pension cost charge represents the contributions payable by the Charity to the fund and amounted to £848. Contributions totalling £352 were payable to the fund at the balance sheet date and are included in creditors.

Page 16

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

The Arthur Ellis Mental Health Foundation 5 Trevelyan Way Old Wolverton Milton Keynes Bucks MK12 5FU

Hillier Hopkins LLP 249 Silbury Boulevard Milton Keynes Bucks MK9 1NA

Dear Sirs

The following representations are made on the basis of enquiries of management and staff with relevant knowledge and experience such as we consider necessary in connection with your independent examination of the charitable company’s financial statements for the year ended 31 December 2024. These enquiries have included inspection of supporting documentation where appropriate and are sufficient to satisfy ourselves that we can make each of the following representations. All representations are made to the best of our knowledge and belief.

General

Assets and liabilities

Accounting estimates

Loans and arrangements

Legal claims

Docusign Envelope ID: D12CE5E6-31A7-4F90-AC66-6F8C8337F8D5

Laws and regulations

Related parties

Subsequent events

Going concern

Grants and donations

Yours faithfully

Printed name: J Manning

Signed:

..................................................................................... Signed on behalf of the board of trustees

Date: 31-10-2025 | 09:47 PDT