Trustees’ Annual Report for the period
From April 23 Period start date To March 2024 Period end date
Charity name: Locked-In Trust
Charity registration number: 1190995
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The relief of those in need by reason of locked-in syndrome in particular 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 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 | By raising awareness of locked-in syndrome through the charity; through fundraising events; through presentations at public events; through charity merchandise. 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 whether the trustees have had regard to the guidance |
Para 1.18 | The trustees would need evidence to confirm recipients of grants have locked in syndrome. This could be achieved through written, |
| issued by the Charity Commission on public benefit |
electronic, video or any other 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. |
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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
| 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 | The charity was registered on 24th August 2020. After starting there were many tasks we started to work on including opening a bank account, starting a website and working on a fundraising strategy. Mentoring at the local community college to inspire students to look at their own fundraising ideas and to raise awareness The past year due to personal circumstances, changes in trustees and unforeseen disruptions, there have been no fund-raising events to speak of. Looking forward, we are hoping to do more during the coming year. However, we have been able to share advice with people seeking help and offer them support signposting to them etc. |
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|---|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
Para 1.41 Achievements against objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As of 31stMarch 2024, the balance on the account was £7887.01 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Charity is still new & with ongoing personal situations to sort we have not got a policy for holding reserves |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
|
|---|---|---|
| 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, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO Foundation Constitution |
| 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 | Trusted and known parties to founder and managing trustee |
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 |
Validating original documentation proof of identity Full suite of policies in place |
|---|---|---|
| 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 | Locked-In Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1190995 |
| Charity’s principal address | 11 Archway Drive |
|---|---|
| Dartmouth | |
| Devon | |
| TQ6 9TE | |
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) |
|---|---|---|---|---|
| Howard Wicks | ||||
| Joanna Sly | Howard Wicks | |||
| Andrew Martin | Howard Wicks | |||
– 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
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
Signatum(s) Howard Wicks Joanna Sly Full name(s) Position Managing Trustee Trustee (eg Secretary, Chair, etc) 19/11/2024
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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Signature(s)
Full name(s) [Howard Wicks] Joanna Sly
Position (eg Managing Trustee Trustee
Secretary, Chair, etc)
Date 19/11/2024
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