**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 ￿lA￿CH 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 INCo￿lINC5 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 Nu￿lBER. 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 prO￿r understanding of Ihc accounts io be reached. W NlcGuirtne5s FFA FTA MIPW McGuinness & Co., 40 Gcorge Strcct. Warininster, Wiltshire. BA I Date . 2qlIlzo2ts