## **Trustees’ Annual Report for the period**
**From Period start date 24th August 2020 To Period end date 31st March 2021**
## **Charity name: Locked-In Trust**
## **Charity registration number: 1190995**
## **Objectives and Activities**
**----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 The relief of those in need by
purposes of the charity reason of locked-in syndrome in
as set out in its particular but not exclusively by:
governing document
1: Providing information and advice
to support people with locked-in
syndrome, their family members,
carers and relevant professionals.
2: Providing or assisting in
provision of specialist equipment,
by making grants available to
people with locked-in syndrome.
2: Assist in the advancement of the
equipment provided by the NHS in
the UK to people with locked-in
syndrome.
3: Providing access or assisting in
access for people with locked-in
syndrome to go on holiday by
making grants available to people
with locked-in syndrome.
4: To further such other charitable
purposes according to the law of
England and Wales as the trustees
see fit from time to time by making
grants available to people with
locked-in syndrome
**----- End of picture text -----**
**----- Start of picture text -----**
Summary of the main Para 1.17 and By raising awareness of locked-in
1.19
activities in relation to syndrome through the charity;
those purposes for the through fundraising events;
public benefit, in
through presentations at public
particular, the activities,
events; through charity
projects or services
merchandise.
identified in the
accounts.
By providing information and
advice through the charity website.
By making grants available to help
support people with locked-in
syndrome to acquire specialist
equipment.
By making grants available to help
support people with locked-in
syndrome go on holiday.
Statement confirming Para 1.18 The trustees would need evidence
whether the trustees to confirm recipients of grants have
have had regard to the locked-in syndrome. This could be
guidance issued by the
achieved through written,
Charity Commission on
electronic, video or any other
public benefit
appropriate means of
communication.
Each case would be reviewed by
the trustees at a meeting and
grants awarded accordingly.
A limited amount of funds are
available to support individuals,
and the Board of Trustees have
resolved to only accept
applications from individuals for
these funds in accordance with the
charitable purposes of the Locked-
in Trust.
**----- End of picture text -----**
## **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 Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
**----- Start of picture text -----**
SORP reference
The charity was registered on 24th
August 2020. After starting there
was many tasks we started to work
Summary of the main
Para 1.20 on including opening a bank
achievements of the
account, starting a website and
charity, identifying the
working on a fundraising strategy.
difference the charity’s
work has made to the
circumstances of its In this period, through donations, a
beneficiaries and any Christmas Raffle, a 5K for £5 Event
wider benefits to society and selling merchandise we raised
as a whole. £3837.11
We also made great progress with
the Charities website.
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
Para 1.41 Achievements against objectives set
**----- Start of picture text -----**
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
**----- End of picture text -----**
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Para 1.21 As of 31st March the balance on the
financial position at the account was £3837.11
end of the period
Statement explaining the Para 1.22 At this stage the charity had only
policy for holding reserves recently started.
stating why they are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
The charity’s principal Para 1.47
sources of funds
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
**----- End of picture text -----**
**Structure, Governance and Management**
**----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO Foundation Constitution
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
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
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Policies and procedures Para 1.51
adopted for the induction
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
**----- End of picture text -----**
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name Locked In Trust
Other name the charity
uses
Registered charity 1190995
number
Charity’s principal 77 Kingsway Park
address Kingsbridge
Devon
TQ7 1UD
**----- End of picture text -----**
**----- Start of picture text -----**
Names of the charity trustees who manage the charity
Name of person (or
Dates acted if not body) entitled to
Trustee name Office (if any)
for whole year appoint trustee (if
any)
1 [Howard ]
Wicks
2 Sam Sly
3 Anne Bracher
4 [Emma ]
Casson
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
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
**----- Start of picture text -----**
Trustee name Dates acted if not for whole
year
**----- End of picture text -----**
## **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)**
**----- Start of picture text -----**
Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional
information)
**----- End of picture text -----**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**----- Start of picture text -----**
The trustees declare that they have approved the trustees’
report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) [Samantha Sly ]
Position (eg Trustee
Secretary, Chair,
etc)
Date 31/1/22
**----- End of picture text -----**
**----- Start of picture text -----**
Charity Name No (if any)
Locked-In Trust 1190995
Receipts and payments accounts CC16a
For the period from 24th August 2020Period start date To 31st March 2021Period end date
Section A Receipts and payments
Unrestricted funds Restricted funds Endowment funds Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for AR) 3837.11 - - Cross Add Error -
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total [ - ] - - - -
Total receipts 3837.11 - - #VALUE! -
A3 Payments
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total - - - - -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total 0.00 - - - -
Total payments 0.00 - - - -
Net of receipts/(payments) 3837.11 - - #VALUE! -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 3837.11 - - #VALUE! -
**----- End of picture text -----**
**----- Start of picture text -----**
Section B Statement of assets and liabilities at the end of the period
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Donations 500 - -
Raffle and sponsored 5k Walk Event 3,337 - -
- - -
Total cash funds 3837.11 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which asset belongs Cost (optional) Current value (optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which asset belongs Cost (optional) Current value (optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
-
-
-
Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of approval
S.Sly Samantha Sly 01/31/2022
**----- End of picture text -----**