## **Trustees’ Annual Report for the period**
**From APRIL 2021 Period start date To Period end date MARCH 22**
**Charity name: LOCKED-IN TRUST**
**Charity registration number: 1190995**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 The relief of those in need by reason
of the charity as set out in of locked-in syndrome in particular
its governing document but not exclusively by:
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
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; through
public benefit, in presentations at public events;
particular, the activities, through charity merchandise. By
projects or services
providing information and advice
identified in the accounts.
through the charity website. By
making grants available to help
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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 to
whether the trustees confirm recipients of grants have
have had regard to the locked-in syndrome. This could be
guidance issued by the achieved through written, electronic,
Charity Commission on video or any other appropriate means
public benefit 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.
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## **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**
SORP reference
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The main achievements of locked-in
trust in 2022;
Summary of the main Para 1.20 Mentoring at the local community
achievements of the college weekly, to inspire & raise
charity, identifying the awareness
difference the charity’s
work has made to the
Raised over £3000
circumstances of its
beneficiaries and any
Creating content & inspiring others
wider benefits to society
worldwide with social media
as a whole.
Planning for 2023 events including;
future talks about locked-in
syndrome (online), festivals in the
local area with celebrities penciled to
attend to raise money & awareness
for locked-in syndrome.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Para 1.41
Achievements against
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining the Para 1.22 Charity is still new & with ongoing
policy for holding reserves personal situations to sort we have
stating why they are held not got a policy for holding reserves
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
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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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
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**Structure, Governance and Management**
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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 methods Para 1.25
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
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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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
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## **Reference and Administrative details**
Charity name Locked In Trust
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Other name the charity
uses
Registered charity 1190995
number
Charity’s principal 77 Kingsway Park Kingsbridge Devon TQ7 1UD
address
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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 [Emma ]
Casson
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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
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Trustee name Dates acted if not for whole
year
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## **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)**
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Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional
information)
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## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
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The trustees declare that they have approved the trustees’
report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (eg
Secretary, Chair,
etc)
Date
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N
LOCKED-IN TRUST
Receipts and payments acco
For the period Period start date
To
from 04/21
Section A Receipts and payments
Unrestricted Restricted Endowment
funds funds funds
to the nearest
to the nearest £ to the nearest £
£
A1 Receipts
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
Sub total (Gross income for AR) 3,053 - -
A2 Asset and investment sales,
(see table).
- - -
- - -
Sub total [ - ] - -
Total receipts 3,053 - -
A3 Payments
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
Sub total - - -
A4 Asset and investment
purchases, (see table)
- - -
- - -
Sub total - - -
Total payments - - -
Net of receipts/(payments) 3,053 - -
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**Receipts and payments acco For the period** Period start date **To from** 04/21
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A5 Transfers between funds - - -
A6 Cash funds last year end - - -
Cash funds this year end 3,053 - -
Section B Statement of assets and liabilities at the end of
Unrestricted
Categories Details funds
to nearest £
B1 Cash funds Donations 3,053
-
-
Total cash funds 3,053
(agree balances with receipts and payments
account(s)) OK
Unrestricted
funds
Details to nearest £
-
B2 Other monetary assets
-
-
-
-
-
Fund to which
Details asset belongs
B3 Investment assets
Fund to which
Details asset belongs
B4 Assets retained for the
charity’s own use
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**Fund to which Details liability relates**
## **B5 Liabilities**
Signed by one or two trustees on Signature Print N behalf of all the trustees
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o (if any)
ounts CC16a
Period end date
03/22
Total funds Last year
to the nearest £ to the nearest £
- -
- -
- -
- -
- -
- -
- -
- -
Cross Add Error -
-
- -
- -
#VALUE! -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
-
-
- -
- -
#VALUE! -
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## **ounts**
**#VALUE! -**
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f the period
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
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## **f the period**
**Amount due When due (optional) (optional) - - - - -** Date of approval
Name