Trustees’ Annual Report for the period From 4[TH] JUNE 2024 To 31[ST] MARCH 2025
Charity name: The Alex Lewis FLOAT Foundation CIO Charity registration number:1208515
Objectives and Activities
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit of the relief of sickness and preservation of health for those suffering from mental and physical health conditions or disability and their rehabilitation through the provision of research, support ,education, facilities, services and financial assistance into all such issues and to advance the education of the public in healthcare and the treatment of all people affected by such conditions. |
| 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 | Since receiving charitable registration in June 2024, the organisation has prioritised the establishment of collaborative networks with leading UK research institutions, including King’s College London, Imperial College London, and the University of Bath, specifically targeted at the development of assistive technology. The development cycle for assistive technology through postgraduate and doctoral research programs requires extended timeframes to achieve viable outcomes. At this early stage of organisational development, the foundation’s primary impact has been in cultivating interest among emerging engineering professionals in the assistive technology sector. The user-led research model provides students with direct engagement with end-users, enabling them to address tangible accessibility challenges and fostering sustained commitment to this specialised field. Multiple assistive technology solutions are currently in various stages of development. While immediate deliverables remain limited given the foundational nature of this reporting period, the research pipeline is designed to yield meaningful improvements in accessibility and quality of life for disabled individuals. The foundation’s work is positioned to achieve broader impact within the disabled community on a global scale as research projects reach completion and transition to practical application. The reporting period reflects an organisation in its establishment phase, with activities appropriately focused on infrastructure development, academic partnership formation, and research program initiation. Long-term outcomes are anticipated as projects mature through the research and development cycle. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Constitution adopted June 2024. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
| Contribution made by volunteers |
Para 1.38 | Governance and operational management: For the duration of the reporting period, the organisation was managed by Alex Lewis (Chief Executive Officer) and Rosemary Court (Chief Operating Officer), both serving in voluntary capacities. The voluntary contribution of executive time and absorption of operational expenses by officers during this establishment phase represents a significant in-kind contribution to the organisation’s financial position and demonstrates fiscal prudence. |
| Other |
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 | Fundraising and awareness initiatives: During the reporting period, the organisation conducted the Pig-to-Pig(P2P) 1000 mile rowing and cycling challenge, a fundraising event designed to raise awareness of the Alex Lewis Float Foundation (ALFF), promoting user-led assistive technology development within academic institutions. Asset acquisitions and deployment: A pre-owned Flying Fifteen sailing vessel was acquired and stationed at King’s College London to support postgraduate research initiatives. This asset serves as a platform for multiple Master’s degree research projects aligned with assistive technology study. Research and development projects: The following research initiatives are currently underway in partnership with academic institutions: 1. Development of quick-release attachment systems for prosthetic devices to facilitate participation in rowing, sailing, and kayaking activities, thereby improving accessibility to aquatic sports for individuals with limb differences. 2. Redesign of aircraft wheelchair systems to enhance mobility and safety for disabled passengers during air travel. 3. Implementation of remote scanning technologies for residual limb assessment in amputee populations. Academic partnerships: New collaborative design projects were initiated with incoming student cohorts at Imperial College London, King’s College London and the University of Bath, expanding the organisation’s academic research network. Digital infrastructure: The ALFF website was developed and launched during this period. This digital platform facilitates recruitment and engagement of volunteers interested in participating in user-led research conducted at partner universities. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| inancial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The primary source of income during the reporting period was charitable donations, which established the foundation’s initial operating capital base. Operational expenditures during the period consisted primarily of: •Website development and maintenance •Marketing and communications activities •Acquisition of a pre-owned Flying Fifteen sailing vessel, now deployed at King’s College London as a research platform for multiple assistive technology projects. As of the end of Financial Year 2024/25, the charity account carried forward £17,607.00, to support ongoing operations and program delivery in subsequent periods. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees have established a policy to hold free reserves equivalent to approximately three months of unrestricted expenditure. This level is considered appropriate to ensure operational continuity and safeguard core charitable activities during periods of income volatility. |
| Amount of reserves held | Para 1.22 | As at the end of the reporting period, the charity held £5000 in reserve for operational continuity |
| 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 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising)
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
| Type of governing document (trust deed, Croyal charter) |
Para 1.25 | CIO Constitution foundation model. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Trustees are recruited to ensure comprehensive expertise across key areas relevant to the charity’s mission, including medicine, law, research and technology. Prospective trustees are identified and nominated by the CEO, COO and Trustees from their established professional networks. Candidate nominations are reviewed by the Board of Trustees, ensuring their qualification and suitability for the role. Following successful review, candidates are subject to formal approval by vote at a convened trustees’ meeting. |
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’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Alex Lewis FLOAT Foundation |
| Other name the charity uses | ALFF |
| Registered charity number | 1208515 |
| Charity’s principal address | 15 FINE ACRES RISE, OVER WALLOP STOCKBRIDGE HAMPSHIRE SO20 |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
| Aileen Edwards | Chair | 21 January 2024 current |
||
| Dr Geoffrey Watson |
07 February 2024 current |
|||
| Timothy Frederick Boughton KCN GCM |
25 November 2024 current |
|||
| Lucy Townsend | 25 November 2024 current |
|||
| Professor Margaret Donavan-Hall |
20 October 2025 current |
|||
| Louise Hart | 30 October 2025 current |
|||
| Helga Chapman | 03 February 24 resigned 07/11/24 |
|||
– 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 Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Accountan Bill McGuinness 40 George Street, Warminster , Wilts, BA12 8QB t
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Rosemary Court
Position (eg COO Secretary, Chair, etc)
Date 28/01/26
Trustees’ Annual Report for the period From 4[TH] JUNE 2024 To 31[ST] MARCH 2025
Charity name: The Alex Lewis FLOAT Foundation CIO Charity registration number:1208515
Objectives and Activities
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit of the relief of sickness and preservation of health for those suffering from mental and physical health conditions or disability and their rehabilitation through the provision of research, support ,education, facilities, services and financial assistance into all such issues and to advance the education of the public in healthcare and the treatment of all people affected by such conditions. |
| 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 | Since receiving charitable registration in June 2024, the organisation has prioritised the establishment of collaborative networks with leading UK research institutions, including King’s College London, Imperial College London, and the University of Bath, specifically targeted at the development of assistive technology. The development cycle for assistive technology through postgraduate and doctoral research programs requires extended timeframes to achieve viable outcomes. At this early stage of organisational development, the foundation’s primary impact has been in cultivating interest among emerging engineering professionals in the assistive technology sector. The user-led research model provides students with direct engagement with end-users, enabling them to address tangible accessibility challenges and fostering sustained commitment to this specialised field. Multiple assistive technology solutions are currently in various stages of development. While immediate deliverables remain limited given the foundational nature of this reporting period, the research pipeline is designed to yield meaningful improvements in accessibility and quality of life for disabled individuals. The foundation’s work is positioned to achieve broader impact within the disabled community on a global scale as research projects reach completion and transition to practical application. The reporting period reflects an organisation in its establishment phase, with activities appropriately focused on infrastructure development, academic partnership formation, and research program initiation. Long-term outcomes are anticipated as projects mature through the research and development cycle. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Constitution adopted June 2024. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
| Contribution made by volunteers |
Para 1.38 | Governance and operational management: For the duration of the reporting period, the organisation was managed by Alex Lewis (Chief Executive Officer) and Rosemary Court (Chief Operating Officer), both serving in voluntary capacities. The voluntary contribution of executive time and absorption of operational expenses by officers during this establishment phase represents a significant in-kind contribution to the organisation’s financial position and demonstrates fiscal prudence. |
| Other |
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 | Fundraising and awareness initiatives: During the reporting period, the organisation conducted the Pig-to-Pig(P2P) 1000 mile rowing and cycling challenge, a fundraising event designed to raise awareness of the Alex Lewis Float Foundation (ALFF), promoting user-led assistive technology development within academic institutions. Asset acquisitions and deployment: A pre-owned Flying Fifteen sailing vessel was acquired and stationed at King’s College London to support postgraduate research initiatives. This asset serves as a platform for multiple Master’s degree research projects aligned with assistive technology study. Research and development projects: The following research initiatives are currently underway in partnership with academic institutions: 1. Development of quick-release attachment systems for prosthetic devices to facilitate participation in rowing, sailing, and kayaking activities, thereby improving accessibility to aquatic sports for individuals with limb differences. 2. Redesign of aircraft wheelchair systems to enhance mobility and safety for disabled passengers during air travel. 3. Implementation of remote scanning technologies for residual limb assessment in amputee populations. Academic partnerships: New collaborative design projects were initiated with incoming student cohorts at Imperial College London, King’s College London and the University of Bath, expanding the organisation’s academic research network. Digital infrastructure: The ALFF website was developed and launched during this period. This digital platform facilitates recruitment and engagement of volunteers interested in participating in user-led research conducted at partner universities. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| inancial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The primary source of income during the reporting period was charitable donations, which established the foundation’s initial operating capital base. Operational expenditures during the period consisted primarily of: •Website development and maintenance •Marketing and communications activities •Acquisition of a pre-owned Flying Fifteen sailing vessel, now deployed at King’s College London as a research platform for multiple assistive technology projects. As of the end of Financial Year 2024/25, the charity account carried forward £17,607.00, to support ongoing operations and program delivery in subsequent periods. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees have established a policy to hold free reserves equivalent to approximately three months of unrestricted expenditure. This level is considered appropriate to ensure operational continuity and safeguard core charitable activities during periods of income volatility. |
| Amount of reserves held | Para 1.22 | As at the end of the reporting period, the charity held £5000 in reserve for operational continuity |
| 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 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising)
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
| Type of governing document (trust deed, Croyal charter) |
Para 1.25 | CIO Constitution foundation model. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Trustees are recruited to ensure comprehensive expertise across key areas relevant to the charity’s mission, including medicine, law, research and technology. Prospective trustees are identified and nominated by the CEO, COO and Trustees from their established professional networks. Candidate nominations are reviewed by the Board of Trustees, ensuring their qualification and suitability for the role. Following successful review, candidates are subject to formal approval by vote at a convened trustees’ meeting. |
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’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Alex Lewis FLOAT Foundation |
| Other name the charity uses | ALFF |
| Registered charity number | 1208515 |
| Charity’s principal address | 15 FINE ACRES RISE, OVER WALLOP STOCKBRIDGE HAMPSHIRE SO20 |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
| Aileen Edwards | Chair | 21 January 2024 current |
||
| Dr Geoffrey Watson |
07 February 2024 current |
|||
| Timothy Frederick Boughton KCN GCM |
25 November 2024 current |
|||
| Lucy Townsend | 25 November 2024 current |
|||
| Professor Margaret Donavan-Hall |
20 October 2025 current |
|||
| Louise Hart | 30 October 2025 current |
|||
| Helga Chapman | 03 February 24 resigned 07/11/24 |
|||
– 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 Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Accountan Bill McGuinness 40 George Street, Warminster , Wilts, BA12 8QB t
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Rosemary Court
Position (eg COO Secretary, Chair, etc)
Date 28/01/26
THE ALEX LLWI.8 FLOAT FOUNDATION CHAIiITV REGISTRATION N MBER.. 120¥ FINANCIAL STATE]EN7' FOR THE PERI()D ENDED 31st lACH 202
Page I TIIE ALEX LLWIS FLOAT FOLNDATIOIY CHARITY REGISI'RATION NUMBER: 1208515 SIATEMENT OF TrINANCIALACTIVITIES TrOR TIIE PERIOD ENDED 315t MARCH 202$ 2025 Balance of B4nk Accounts £ NIL A% It 4th June 2024 INCI)MF. RF..SOUIICTr:S nonaiions Bunk Intcrc8¢ rcccivcd 28,044 TOTAL INColINC5 RF..8OUR F..$ £ 28,116Q R Tr.%I)IIRCTr.S F.XPF.NDEI) -7.888 Markitiii 8iinii)Iti Wchsiic costs Capilal piirclia%¢ Bank CliJrbics 1.5(M) 25 I'AL EXPENDIT £ 9.()13 B814nce of Bank Aeeounts A5 Xt 31. March 21125 £ 17.(107 840 DLpusil AL¢oiinl £ 18,447
Page 2 THF. ALEX LEWIS FLOAT FOLINDATION CHARITY REGISTRATION NulBER. 12016515 INDF.PF.YDENI" F.XAMI INF.RS RF.PORT l Tcport on thc accoiints for the period cnded.I l March 2025 set oui on pagc one. Reipeetlve Responslbllltles of Tru$tee$ ind ExAmlmer Th¢ charity's triistc¢s ar¢ r¢sponsibl¢ for thc prcparation of Ilie accoiiiils. The charity'5 tnislccs Lonsider tl)#i An audit is not rcquirLd for IliL yLar (under SLciion 144121 of ihL Charities Act 2011 (the Cl)arilies 2011 Acil and ihai an indLpendent cxaminalion is rcquircd. It is my re5p(Trn5ibilily to cxaminc ihe accoiinis Iindcr Scction 145 of Ihc Charilics Act follow Ihc proLLdiirLs Idid down in the (iencral Direciions yiven by Ilie Charity Commission lunder Section 14515lb ofthc Chorilc% Acll . and sIAlc wlicilicr parliculai. niatlcrs havc coin¢ to my all¢ntion, Bas1$ of the Independent Examlner'5 Report My LXdniinalii)n was carriLd oiil in aLLiird(InLL willi IhL GLiILr#l l)irLLliVllS givLn by IIIL Cliarily Lonin)is5ivn. An Lxiiininaiion iiiLliidLS a fLViLW of Ili¢ tLccoiintlllbT r¢¢i)rd% kLpI l)y IIIL LliaTily uiid L2 LOIIIPiiri%un of Ilic *LCCOUlits prLscntcd willi Ilin$L rLci)rd%. li lll%o incliidcs c(>n%id¥r£ili()n of any iinii8iinl itcm$ i)r diiLI()siircs in Ihc uccoiinls. and kIng explRnaiions I'roim you a5 Ir1151ces. concernin¥ any.8llLli InallLrs. Thc pr()cLdiiTL% LiiidLficikLn do iiol provid¢ all Ili¢ cvidLnc¢ Ilial would b¢ rcqiiircd in an aiidil, dnd LonsL(iiiently iiu opinioii is gTIVLn &1% lu whLilILr ihe acLounts pr¢scnt a 'tnic and lair VILW" and the report 1% liinilLd i(I thos¥ maltcrs scl out in Ili¢ slalcmcnls b¢low. Independent Exthmlner's StAlernent In conn¢ction with my cxamintllion, no maitcr has con)c to my atlention.. I l ) which 8iv¢s Ine rcp50nablc cause to believe that, in any maieriAI rcspcet. tlic rcqiiircmcnt5 to kcLp aiLoiinitiiy rLLurds in aLLordancc willi ScLliun 386 of Ili¢ CliaTili¥s A¢t' 10 prepare aLLounis wlii¢li accord with the accoiinlingl reLords, Loinply wilh tli¢ a¢¢oiinling rcquiTcm¢nts of the Charities Act havc noi bccrt mct., i)r 121 lo which, in my opinion. attention shoiild be drawn in Ordcr to ¢nabl¢ a prOr understanding of Ihc accounts io be reached. W NlcGuirtne5s FFA FTA MIPW McGuinness & Co., 40 Gcorge Strcct. Warininster, Wiltshire. BA I Date . 2qlIlzo2ts