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2020-12-31-accounts

Hidden Needs Trust (HNT)

Charity Number 1187246

Trustees Annual Report

For the period: 01/01/2020 to 31/12/2020

Trustees and Governance:

Rachel Goodfellow – Founder and chair of trustees.

Jane Wood and Laurance Lagrue. In addition, one volunteer acting in a supporting role.

The charity is a CIO with a constitution as it’s governing document which is reviewed annually with supporting policies in regards conflicting interests, risk management, safeguarding vulnerable beneficiaries etc are and take due regard to the Charity Commissions guidance especially on the public benefit.

Elected trustees serve a three-year period. Replacement or additional trustees are appointed by the board of trustees on a majority vote basis.

Any trustee can call a meeting of trustees, in addition to its annual meeting.

Objective:

As a CIO Hidden Needs Trust (HNT) charitable objective is for the public benefit the relief of the needs of children with Special Educational Needs (SEN), young people under the age of 25 with learning difficulties, their families, carers, and the specialist educational providers that support them in Dorset and Somerset.

Activities:

During 2020 HNT strived to achieve its goals in what became a very difficult year with Covid-19 restrictions curtailing many fund-raising opportunities. Fortunately, HNTs Charity Concert at the Octagon Theatre Yeovil early in the year was unaffected. The concert had two main objectives, one being a fund raiser by attracting members of the public, the other being to give those within HNTs target group, including wheelchair users, an opportunity to attend a concert at a large theatre which they would not normally do. To achieve the later aim, restricted fund donations were sort with the specific target of purchasing tickets which would then be donated to those affected within our charitable objective. This was achieved with donated tickets going to individuals, their families, carers, and in addition block tickets going to specialist schools and groups supporting those affected by Special Educational Needs. A capacity total of 83% was achieved including an allocation of free seats to specific carers.

The onset of Covid-19 and the restrictions imposed required HNT to diversify in order to continue supporting those within its objective frame work. For many of the families that HNT supports, Covid-19 brought a time of challenge, more so than ever before. Many were furloughed, only then to lose jobs, and the children and young

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people with additional needs were thrown into a world of inconsistency and change. All planes of health were affected for many, and HNT saw a responsibility for the trust to act in whatever way was required by any family at any one time.

HNT became proactive in sourcing goods for families and young adults under the age of 25 with additional needs. These goods were then quarantined in the barn, and during the breaks in lockdown, were delivered. The goods ranged from anything from cutlery to lawn mowers, some families having everything required to set up a home. Alongside this, HNT was proactive in supporting in other ways, such as helping a family to challenge a decision over schooling, ensuring educational toys and games were given out to those trying to home school, and becoming a central point for any issues which families and young people were facing; HNT being able to sign post. HNT is as always interlinking and supportive of other small local charitable organisations which also support those within the HNT framework. An example of this was working alongside The Dorset Carers Hub, and ensuring any carer in need was able to access goods through HNT.

Due to Covid-19 and the inability to fundraise, HNT ensured that awareness of the trust was increased through social media platforms, and through direct contact with other charitable organisations. At the end of 2020, Rachel Goodfellow was interviewed by Dr. Mike McLoughlin from Scotland via zoom. The recording is available to watch via the HNT website.

This increase in awareness has ensured that HNT now has many new links for when events and fundraising can restart. Plans have been written for the future in terms of Rachel Goodfellow’s next physical challenge, joint fundraising events with schools and Rotary Clubs, and sponsorship for the next concert. It is now just a question of when this all can be rolled out.

Finance:

Total receipts at year end totalled £21,046. The figure includes income generated during the year plus funds held by Somerset Community Foundation with whom HNT was linked and

Outgoings totalled £12,155.

Funds from previous year £2,606. This being surplus funds from HNTs pre charity status bank account.

Year-end balance £11,497.

All figures to the nearest pound. Year-end balance carried forward as unrestricted funds.

Online donations through HNTs website is via a secure link to Charities Aid Foundation who also manage Gift Aid obo HNT.

The charity has no investments, assets and does not lease or own property.

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Grants:

HNT aims to give financial support via grants to those within its objectives. Application for grants is made available for a limited period via HNTs website at year end with all applications considered on their merit and available funds by the trustees. All applicants are notified of the outcome of their application within a specified period, grants given are recorded on HNTs website for public view.

In 2020 HNT was able to give financial support of £2500 each to four specialist Opportunity Groups that support those with Special Educational needs, two in Dorset and two in Somerset.

Additional information:

Registered address; Halfway House Farm, Yeovil Road, Sherborne Dorset DT9 4PX

Email: hnt.sen@btinternet.com

Phone: 07516 288571

Website: www.hiddenneedstrust.org

Bank: NatWest, Blandford, Dorset

Insurers: Birnbeck Insurance Services, Western-Super-Mare, Somerset BS22 6HQ

Signed on behalf of the trustees:

Signature: Name: Rachel Goodfellow

Position: Chair of trustees

Dated: 27/10/2021

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Charity Name Charity Name Hidden Needs Trust Hidden Needs Trust Hidden Needs Trust 1187246
No (if any)
1187246
No (if any)
CC16a
For the period
from
01/01/2020
Period start
To 31/12/2020
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the
nearest £
8,579
3,651
1,043
500
7,273
Restricted
funds
to the
nearest £
-
-
-
-
-
Endowment funds
to the nearest £
-
-
-
-
-
Total funds
to the nearest £
8,579
3,651
1,043
500
7,273
-
-
21,046
Last year
to the nearest £
Charity Concert 8,579 - - 8,579 -
Concert Sponsorship 3,651 - - 3,651 -
Public Donations 1,043 - - 1,043 -
Grant-Somerset Community Foundation (SCF) 500 - - 500 -
Pre Charity Funds Raised (Administered by SCF) 7,273 - - 7,273 -
- - - -
- - - -
- -
Sub total(Gross income for AR) 21,046 - - 21,046 -
A2 Asset and investment sales, (see table). -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
21,046
1,008
-
- -
Sub total - -
Total receipts
A3 Payments
-
Charity Concert Fees 1,008 - - 1,008 -
CCXX R1 accounts (SS) 1 25/10/2021

CCXX R1 accounts (SS)

Community Events 19 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
19
490
323
300
10,015
-
-
-
-
Insurance Costs (PLI & Trustee PL) 490 -
Website and other Promotion Costs 323 -
Charity Application Fee (Charity Expert) 300 -
Grants Awarded 10,015 -
- -
- -
- -
**Sub total ** 12,155 - - 12,155 -
A4 Asset and investment purchases, (see table)
- - - -
- - - -
**Sub total ** - - - - -
**Total payments ** 12,155 - - 12,155 -
Net of receipts/(payments) 8,891 -
- 8,891 -
A5 Transfers between funds
- **- ** - - -
A6 Cash funds last year end 2,606 - - 2,606 -
Cash funds this year end 11,497 -
- 11,497 -

CCXX R2 accounts (SS)

25/10/2021

2

Section B Statement of assets and liabilities at the end of the period

Categories

B1 Cash funds

B2 Other monetary assets

B3 Investment assets

e end of the period
Details
Details
Total cash funds
(agree balances with receipts
and payments account(s))
Details
Funds Retained in Bank
Year End (31/12/2020)
Unrestricted funds
to nearest £
11,497
-
-
11,497
OK
Unrestricted funds
to nearest £
-
-
-
-
-
-
Fund to which asset
belongs
Restricted funds
to nearest £
-
-
-
-
OK
Restricted funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Endowment funds
to nearest £
-
-
-
-
OK
Endowment funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
- -
- -
- -
- -
- -

B4 Assets retained for the charity’s own use

Details Fund to which asset
belongs
Cost (optional)
-
-
Current value
(optional)
- -
- -

CCXX R3 accounts (SS)

25/10/2021

3

- -
- -
- -
- -
- -
- -
- -

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

Details
Signature
R Goodfellow
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Rachel Goodfellow
When due (optional)
Date of approval
Rachel Goodfellow 25/10/2021

CCXX R4 accounts (SS)

25/10/2021

4