Trustees’ Annual Report for the period
From 29 Dec 21 Period start date To 5 Apr 23 Period end date
Charity name: Trident Association
Charity registration number: 1197302
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1. Embrace those who have served/serving in Defence HUMINT. 2. Educate on past HUMINT operational activity. 3. Educational support to the Military Intelligence. 4. Provide a single and authoritative poc for serving/Veteran HUMINT operator (incl wife, husband, widow, widower) who may need support. 5. To commemorate HUMINT operators who have lost their lives or suffered injury. 6. To engage in any other activity which the Trustees deem to be appropriate to support its members. |
| 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 |
The Charity has engaged throughout the reporting period with associated Military Units and a number of external bodies (including other Military Charities (and similar) to benefit both the Trident members and the wider public. Much of this has been to advance the development and social/educational interaction and wellbeing of the HUMINT Community (veteran and serving) including: establishing a Trident website; raising awareness of Mental Health and how the Charity can aid its members; setting and notifying wellbeing procedures; arranging respite opportunities |
| for members in association with another Charity; advising members in respect of operational legacy matters; facilitating social gatherings; and delivering historical HUMINT educational presentations. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All of our Trustees are familiar with the Charities Commission guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Our ‘grant making’ has been minimal having only been in existent for a short while. However, all such decisions have been taken at Committee/Trustee Meetings, and minuted. |
| Policy on social investment including program related investment |
Para 1.38 | We have no such policy, nor the need to engage in social investment (at this point). |
| Contribution made by volunteers |
Para 1.38 | A number of our members have provided their services at no cost to the charity – arranging social event, the AGM, welfare awareness, establishing our charity’s website. |
| Other | Nil. |
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 | Establishing the charity in the first place has been a significant achievement. The nature of HUMINT, deems its existence and workings to be sensitive. Setting up and managing Trident is not straightforward given these circumstances. The main achievement however has been to steadily grow the membership, embrace members from a wide range of serving and retried diversity. We have also managed to meaningfully engage with other associated charities to mutual benefit – Taigh Mor Foundation being one such example. |
|
|---|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | We have insufficient funds to warrant investment, at this point. |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We retain sufficient funds to meet all of our commitments and provide the benefits to our members. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have no ‘reserves’. |
| Amount of reserves held | Para 1.22 | Zero. |
| Reasons for holding zero reserves |
Para 1.22 | Insufficient funds |
| Details of fund materially in deficit |
Para 1.24 | We are not in deficit. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | We have no such concerns. |
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 |
Membership Fees; donations from the private Sector. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | None at present. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
We are not a Trust. | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trident Association Rules; Trident (CIO) Association Constitution. |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | CIO. |
| 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 | Volunteers from membership. |
| 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 | Charities Commission Guidance note. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | A single Committee comprising both Trustees and Committee Members. |
| Relationship with any related parties |
Para 1.51 | None that are formal. |
| Other | N/A |
Reference and Administrative details
| Charity name | Trident Association |
|---|---|
| Other name the charity uses | Trident |
| Registered charity number | 1197302 |
| Charity’s principal address | Trident Association PO Box 427 HEREFORD HR1 9SP |
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 (ifany) |
|---|---|---|---|---|
| Ewan Duncan | Chairman | Throughout theperiod | Trident Committee | |
| John Harring | Secretary | “ | Trident Committee | |
| AndyMackay | Committee Member | “ | Trident Committee | |
| Douglas Glasgow | Treasurer | “ | Trident Committee | |
| Gene Knought | Vice-Chairman | “ | Trident Committee | |
– Corporate trustees names of the directors at the date the report was approved Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None 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 N/A
Name of chief executive or names of senior staff members (Optional information)
N/A
Exemptions from disclosure
Reason for non-disclosure of key personnel details
None
Other optional information
None
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Ewan R Duncan
Position (eg Secretary, Chairman Chair, etc)
Date
November 2023
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Charity Commission Annual Return 2023
TRIDENT ASSOCIATION
Charity registration number: 1197302
Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked.
This document is a record of the information provided in the Annual Return 2023.
PART A - Charity information
Financial period
Financial period start date
29/12/2021
Financial period end date 05/04/2023
Income and spending
Income £
£16664
Spending £ £ 8341
Number of contracts from government
How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?
0
Number of grants from government
How many grants did your charity receive from central government or a local authority during the financial period for this return?
0
Income breakdown
Donations and legacies (excluding Endowments Received)
£14616
Charitable activities
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£ 2048
Other trading activities
£ 0
Investments
£ 0
Other
£ 0
Grantmaking
Is grant making the main way your charity carries out its purposes?
Yes
Recipients of grants
Please round all figures to the nearest pound (do not enter decimal points or commas). Individuals
£ 7,090
Other charities
£ 250
Other organisations that are not charities
£ 1001
Grant recipients related parties
Are any of the grant recipients related parties to the charity?
Yes
Trustee payments
Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?
⊠ c. Paid for providing goods and/or services to the charity or any of its trading subsidiaries or connected organisations
Did any of the trustees resign and take up employment with your charity in the financial period of this return? No
Income from outside the UK
Did your charity receive income from outside of the United Kingdom in the financial period of this return?
No
Delivering activities outside the United Kingdom
Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?
No
Spending outside England & Wales
Did your charity spend funds outside of the United Kingdom in the financial period of this return?
No
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Total Spending outside England & Wales
£0
Trading subsidiaries
Does the charity have any trading subsidiaries?
No
Charity contact details correct
Is the contact address displayed from the Register of Charities, correct?
No
Charity headquarters details correct
Is this the same address that you use as your charity's administrative headquarters?
No
Charity contact address
Address Line 1
Trident Association
Address Line 2
PO Box 427
Address Line 3
HEREFORD
Address Line 4
Address Line 5
Postcode
HR1 9SP
Country
Charity Headquarters address
Address Line 1
Trident Association
Address Line 2
PO Box 427
Address Line 3
HEREFORD
Address Line 4
Address Line 5
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Postcode HR1 9SP
Country
Membership type
Is the charity part of a wider group structure with a parent body and subsidiary bodies?
no, the charity is not part of a wider group structure
Employment contract types
People were permanently employed by your charity
0
People were on fixed-terms contracts with your charity
0
Self-employed people were working for your charity
0
Governance policies
Internal charity financial controls policy and procedures
No
Safeguarding policy and procedures
No
Financial reserves policy and procedures
No
Complaints policy and procedures
No
Serious incident reporting policy and procedures
No
Internal risk management policy and procedures
No
Trustee expenses policy and procedures
No
Trustee conflicts of interest policy and procedures
No
Investing charity funds policy and procedures
No
Campaigns and political activity policy and procedures
No
Bullying and harassment policy and procedures
No
Social media policy and procedures
Yes
Engaging external speakers at charity events policy and procedures
No
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Safeguarding
Has your charity provided services to children and/or adults at risk in the financial period of the return?
No
External risk and impact
Donations
Unknown
Other income - grants
Unknown
Other income - contracts
Unknown
Other income - investment
Unknown
Expenditure on charitable activities
Unknown
Expenditure on overheads
Unknown
Number of volunteers
Negative
Number of employees
Unknown
Number of trustees
Negative
Fundraising activities
Unknown
Capacity to deliver services
Unknown
Total service demand
Unknown
Volunteers
Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?
2
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we are legally obliged to disclose them; or
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We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:
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This annual return has not been submitted and no Declaration has been made
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