Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month 31 10 2023 To 31 10
Day Month Year 31 10 2024
From
To
Section A Reference and administration details
Charity name
SEND unlocked
Other names charity is known by
Registered charity number (if any) 1192229
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Charity's principal address 26 Albert Street
HOLT Postcode NR25 6HY
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Malcolm Jones Chair
2 Fern Chantelle Carter
3 Angela Bedford
4 Darren Burton Resigned 12/3/24
5 Jason Hassam Resigned 12/3/24
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7
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20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
March 2012
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1
Names and addresses of advisers (Optional information)
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Type of adviser Name Address
CEO Polly Elworthy 26 Albert Street, Holt, Norfolk NR25 6HY
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Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
CIO Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation ( CIO ) How the charity is constituted
- (eg. trust, association, company)
By Appointment Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
At SEND unlocked we believe in a robust programme of Governance Risk Management & Compliance.
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
FOR THE PUBLIC BENEFIT TO RELIEVE THE NEEDS OF THOSE WITH SPECIAL EDUCATIONAL NEEDS AND DISABILITIES, THEIR CARERS AND FAMILIES, TO ASSIST THEM IN ACCESSING THE SUPPORT THEY NEED WHETHER THAT IS FOR EDUCATION, SOCIAL CARE, MENTAL AND PHYSICAL HEALTHCARE OR ANY OTHER SUPPORT SERVICES AND TO COLLATE RESEARCH ON THE SECTOR TO PROMOTE TRANSPARENCY AND IMPROVEMENT OF SERVICE DELIVERY, BY ANY MEANS AS THE TRUSTEES DETERMINE.
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Each year we review our aims, objectives and activities. This review looks at what we achieved and the outcomes of our work in the previous 12 months. The review looks at the success of each key activity and the benefits they have brought to the families we exist to support. The review also helps us ensure our aim, objectives and activities remained focused on our stated purposes. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.
The focus of our work
At SEND Unlocked our purpose is to provide a service with a free central point of access to promote relevant information, support and tools for the use of families and carers with a family member with SEND which will empower them to access the services they need. These include but are not limited to, educational support, social care, healthcare as well as other charitable or statutory services available in their area for the public benefit.
The charities purpose is:
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
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to provide information for the user to identify statutory support available which is relevant to the users own requirements and geographical location for the public benefit.
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to provide information to support users to navigate process and provide supporting tools which will improve their chances of accessing the correct type of support services for their family for the public benefit.
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to promote and provide access to other supporting organisations, including but not limited to, charitable, employment or educational services, in the users geographical location which may be able to provide support and opportunities that until now they are unaware exists, for the public benefit.
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to promote the importance of mental and physical health of those with SEND as well as that of family members and carers who are working and living with family members with SEND, for the public benefit.
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to provide family members and carers with a safe and secure forum where they are able to meet others going through similar trials, where they can build support networks and learn from others experience, for the public benefit.
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to provide a platform where users can have their say on current issues which are affecting their families for the public benefit.
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to promote transparency of information, process and service across the sector to advance and improve user experience and improved support service delivery for the public benefit.
March 2012
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Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
N/A
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The past year has presented unprecedented challenges for both the charity sector and the communities we serve. The ongoing cost of living crisis has had a profound impact, stretching resources thin and intensifying the needs of those we aim to support. This economic climate has also severely impacted our fundraising efforts, with donations significantly reduced as potential supporters face their own financial constraints.
In light of these circumstances, at the beginning of the year in January, our board decided to undertake a comprehensive viability assessment. This assessment was crucial in evaluating our financial health, operational capabilities, and our ability to fulfil our mission under the current conditions. We stopped all works and focused solely on this assessment. Since stopping all works, all income has been solely from our CEO’s family and friends purely to support during this time in the knowledge that the organisation was struggling. No fundraising activities have been undertaken.
After thorough analysis and heartfelt consideration, we have reached the difficult conclusion that continuing operations is no longer feasible.
It is with a heavy heart and deep regret that we announce the necessity to close down SEND unlocked. This decision was not made lightly, but it reflects our commitment to responsible stewardship and the reality of our financial and operational sustainability. We are now in the process of ensuring that this closure is handled with all due diligence, transparency, and respect for our beneficiaries, stakeholders, and the legacy of our work.
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Section E Financial review
The Charity’s target policy on reserves is to hold 6-months operational Brief statement of the costs and 3 months administrative expenditure in the event of a wind charity’s policy on reserves down situation. At the end of the current financial year 20% of the total income will be allocated to the Reserve Account in compliance with Charity Commission policy and guideline from the Institute of Chartered Accountants of England & Wales(ICAEW)
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Looking Ahead:
Over the next few months, our focus will be on diligently processing all required documentation and administrative tasks necessary for the closure of the organisation. This includes handling legal filings, settling financial accounts, and ensuring all procedural steps are meticulously followed to officially wind down operations.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
DRAFT
Signature(s)
Full name(s) Malcolm Jones
Position (eg Secretary, Chair, Chair etc)
Date
March 2012
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SEND Unlocked
Statement of Financial Activities
Year ended 31[st] October 2024
| 2024 | 2023 | ||||
|---|---|---|---|---|---|
| Unrestricted | Restricted | Unrestricted | Restricted | ||
| funds | funds | Total funds | Totalfunds | ||
| Note | £ | £ | £ | £ | |
| Income and endowments | |||||
| Donations andlegacies | 4 | 700 | 4,932 | ||
| Total income | |||||
| Expenditure | |||||
| Charitableactivities | 5 | 435 | 5,894 | ||
| Total expenditure | 435 | 5,894 | |||
| Net (expenditure)/income and net | |||||
| movement in funds | 265 | (962) | |||
| Reconciliation of funds | |||||
| Totalfundsbroughtforward | 28 | 990 | |||
| Totalfunds carried forward | 293 | 28 |
The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.
The notes on pages 3 to 8 form part of these financial statements.
Page 1 of 8
SEND Unlocked
Statement of Financial Activities
Year ended 31[st] October 2024
| Note Current assets Debtors 9 Cash at bank and in hand Creditors: Amounts falling due within one year 10 Net current assets Total assets less current liabilities Net assets Funds of the charity Unrestricted funds Total charity funds 12 |
2024 funds £ 0 293 |
funds £ 293 |
2023 Total funds £ Totalfunds £ 0 28 28 (7921) (7893) (7893) (7893) 28 (7893) |
2023 Total funds £ Totalfunds £ 0 28 28 (7921) (7893) (7893) (7893) 28 (7893) |
|---|---|---|---|---|
| 293 (12,154) |
28 (7921) |
|||
| (11,861) | (7893) | |||
| (11.861) | (7893) | |||
| 293 | 28 | |||
| (11,861) | (7893) |
behalf of the board by:
Mr M Jones (Chair)
Trustee
Page 2 of 8
SEND Unlocked
Year ended 31[st] October 2024
| 1. | General information |
|---|---|
| The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of | |
| the principal office is 26 Albert Street, Holt, Norfolk, NR25 6HY. | |
| 2. | Statement of compliance |
| The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in | |
| accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities | |
| preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland | |
| issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS | |
| 102), the Charities Act 2011 and UK Generally Accepted Accounting Practice. | |
| The financial statements have been prepared to give a 'true and fair view and have departed from the Charities (Accounts | |
| and Reports) Regulations 2008 only to the extent required to provide a 'true and fair view'. This departure has involved | |
| following the Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities | |
| preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland | |
| issued in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice | |
| effective from 1 April 2005 which has since been withdrawn. | |
| 3. | Accounting policies Basis of preparation |
| The financial statements have been prepared on a going concern basis under the historical cost convention. | |
| The financial statements are prepared in sterling, which is the functional currency of the entity, and rounded to the | |
| nearest£. | |
| The financial statements cover the period 1 November 2022 to 31 October 2023. The comparatives cover the period 1 | |
| November 2021 to 31 October 2022 | |
| Going concern | |
| The Board of Trustees has considered the ability of the Charity to continue as a going concern. They have reviewed | |
| budgets, management accounts, and cash flow forecasts for 2024/25, and have concluded that the Charity is no longer a | |
| going concern. The Trustees understand that the charity must now proceed with closure, managing the remaining funds to | |
| settle all obligations. |
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes. Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.
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SEND Unlocked
(continued)
Year ended 31[st] October 2024
3. Accounting policies (continued)
Income
All income is included in the statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:
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income received by way of donations, legacies, grants and gifts is included in full in the Statement of Financial Activities when receivable.
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income from donated goods is measured at the fair value of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value. Donated facilities and services are recognised in the accounts when received if the value can be reliably measured. No amounts are included for the contribution of general volunteers.
Expenditure
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Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:
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expenditure on raising funds includes the costs of all fundraising activities, events, non-charitable trading activities, and the sale of donated goods.
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expenditure on charitable activities includes all costs incurred by a charity in undertaking activities that further its charitable aims for the benefit of its beneficiaries, including those support costs and costs relating to the governance of the charity apportioned to charitable activities.
All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.
Debtors and creditors receivable I payable within one year
Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price Any losses arising from impairment are recognised in expenditure.
Cash at bank
Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less.
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SEND Unlocked
(continued)
Year ended 31[st] October 2024
3. Accounting policies (continued)
Defined contribution plans
Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.
When contributions are not expected to be settled wholly within 12 months of the end of the reporting date in which the employees render the related service, the liability is measured on a discounted present value basis. The unwinding of the discount is recognised as an expense in the period in which it arises.
4. Donations and legacies
| Donations Donations Donatedservices Gift aid Gifts Gifts Grants Grants Donations Donations Donated services Gift aid Gifts Gifts Grants Grants |
Unrestricted Funds £ 700 - - - - 700 Unrestricted Funds £ 4,932 0 0 4,932 |
Restricted Funds £ - - Restricted Fund £ |
Total Funds 2024 £ 700 - - - - |
|---|---|---|---|
| 700 | |||
| TotalFunds 2023 £ 4,932 0 0 4,932 |
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SEND Unlocked
(continued)
Year ended 31[st] October 2024
| 3. Accounting policies(continued) Wages and salaries Computercosts Telephone and broadband Payrollcharges Traveland subsistence Advertising andpromotion Printing,postage and stationery IT development fees PayPalcharges Sundryexpenses Governancecosts Wages and salaries Computercosts Telephone and broadband Payrollcharges Travelandsubsistence Advertising and promotion Printing,postage and stationery ITdevelopment fees PayPalcharges Sundryexpenses Governancecosts Analysis ofgovernancecosts Independentexamination 6. Independentexamination fees Fees payabletotheindependent examinerfor: Independentexamination ofthefinancialstatements |
Unrestricted Funds £ 60 137 138 99 435 Unrestricted Funds £ 4,030 924 270 - 255 236 77 102 5,894 Total Funds 2024 £ 0 2024 £ 0 |
Restricted Funds £ Restricted Funds £ |
Total Funds 2024 £ 60 137 138 99 |
|---|---|---|---|
| 435 | |||
| Total Funds 2023 £ 4,030 924 270 - 255 236 77 102 |
|||
| 5,894 | |||
| Total Funds 2023 £ 0 |
|||
| 2023 £ 0 |
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SEND Unlocked
(continued)
Year ended 31[st] October 2024
7. Staff Costs
The total staff costs and employee benefits for the reporting period are analysed as follows:
| Wages and salaries Social security costs Employer contributions to pension plans |
2024 £ 0 0 0 0 |
2023 £ 2417 0 744 |
|---|---|---|
| 3162 |
The average head count of employees during the year was 0 (2024 : Nil)
No employee received employee benefits of more than £60,000 during the year (2024 : Nil)
Key Management Personnel
The total amount paid to key management personnel in the year amounted to £0
8. Trustee remuneration and expenses
No trustee has received remuneration or expenses during the period.
9. Debtors
10.
| Debtors | ||
|---|---|---|
| Prepayments and accrued income Creditors: Amounts falling due within one year Trade Creditors Accruals and deferred income Social security and other taxes |
2024 £ 0 2024 £ 9101 0 3,053 12,154 |
2023 £ 0 |
| 2023 £ 5307 0 2613 |
||
| 7912 |
11. Pensions and other post retirements benefits
Defined contributions plans
The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £xxx (2024 : £Nil)
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SEND Unlocked
(continued)
Year ended 31[st] October 2024
| 12. Analysis of charitable funds Unrestricted funds At 1 November 2023 Income Expenditure General Funds 28 700 435 At 1 November 2022 Income Expenditure General Funds 990 4,932 5,894 Restricted Funds At 1 November 2023 Income Expenditure - - - 13. Analysis of net assets between funds Current assets Creditors less than 1 year Current assets Creditors less than 1 year |
Transfers - Transfers - Transfers - Unrestricted Funds 293 (12,154) (11.861) Unrestricted Funds £ 28 (7921) (7921) |
At 31 October 2024 293 |
|
|---|---|---|---|
| At 31 October 2023 28 |
|||
| At 31 October 2024 - |
|||
| Total Funds 2024 £ 293 (12,154) |
|||
| (11,861) | |||
| Total Funds 2023 £ 28 (7921) |
|||
| (7921) |
14. Related Parties
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