
## **Trustees’ Annual Report for the period** 

**From 6 April 2023              Period start date   To   5 April 2024 Period end date** 

## **Charity name: Trident Association** 

## **Charity registration number:** 1197302 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**1.**<br>Embrace<br>those<br>who<br>have<br>served/are serving in Defence<br>HUMINT.<br>**2.**<br>Educate<br>on<br>past<br>HUMINT<br>operational activity.<br>**3.**<br>Educational support to the Military<br>Intelligence.<br>**4.**<br>Provide a single and authoritative<br>poc for serving/Veteran HUMINT<br>operator<br>(incl<br>wife,<br>husband,<br>widow, widower) who may need<br>support.<br>**5.**<br>To<br>commemorate<br>HUMINT<br>operators who have lost their lives<br>or suffered injury.<br>**6.**<br>To engage in any other activity<br>which the Trustees deem to be<br>appropriate<br>to<br>support<br>its<br>members.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|The Charity has engaged throughout the<br>reporting period with associated Military<br>Units and a number of external bodies<br>(including other Military Charities to benefit<br>both the Trident members and the wider<br>public. Much of this has been to advance<br>the development and social/educational<br>interaction and wellbeing of the HUMINT<br>Community (veteran and serving) including:<br>establishing a Trident website; raising<br>awareness and actual delivery of Mental<br>Health; how the Charity can aid its<br>members; setting and notifying wellbeing<br>procedures; arranging respite opportunities|





|||for members through association with<br>another Charity; advising members in<br>respect of operational legacy matters;<br>facilitating social gatherings; and delivering<br>historical HUMINT educational<br>presentations. We have been especially<br>active in raising awareness of NI Legacy<br>issues and the impact upon our Veteran<br>community.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|All of our Trustees continue to be<br>conversant and familiar with the Charities<br>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 developed in the<br>past year through association with others<br>and greater awareness of our community<br>and the issues they face. Decisions have<br>all been taken at Committee/Trustee<br>Meetings, and minuted.|
|Policy on social investment<br>including program related<br>investment|Para 1.38|We have no such policy, nor the need to<br>engage in social investment (at this point).|
|Contribution made by<br>volunteers|Para 1.38|A number of our members have provided<br>their services at no cost to the charity –<br>arranging social events, the AGM, welfare<br>awareness, establishing our charity’s<br>website. We have noticed an increase in<br>the generosity of our members - raising<br>funds and committing personal donations.|
|Other||Nil.|



## **Achievements and Performance** 

SORP reference 



|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Maintaining the charity can be a challenge<br>at times; we are small and our needs<br>minimal though we benefit from a diverse<br>range of members and a membership that<br>has grown over the past year. The nature<br>of HUMINT, deems its existence and<br>workings to be sensitive. Managing Trident<br>is not straightforward given these<br>circumstances. Our achievements<br>continue: growing the membership,<br>embracing members from a wide range of<br>serving and retired all ranks.  We continue<br>to meaningfully engage with other<br>associated charities to mutual benefit –<br>Taigh Mor Foundation continues to be one<br>of them; alignment with other charities<br>regarding NI Legacy and the impact upon<br>Veterans, is another.|
|---|---|---|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|N/A|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|N/A|
|Investment performance<br>against objectives|Para 1.41|We have insufficient funds to warrant<br>investment, at this point.|
|Other||N/A|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|We retain sufficient funds to meet all of our<br>commitments and provide the benefits to<br>our members.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We have no financial ‘reserves’.|
|Amount of reserves held|Para 1.22|Zero.|
|Reasons for holding zero<br>reserves|Para 1.22|Insufficient funds|
|Details of fund materially in<br>deficit|Para 1.24|We are not in deficit.|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|We have no such concerns.|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Membership Fees; donations from the<br>private Sector; charitable donations.|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|None at present.|
|Other||N/A|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||We are not a Trust.|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Trident Association Rules; Trident (CIO)<br>Association Constitution.|
|How is the charity<br>constituted?<br>(e.g. unincorporated<br>association, CIO)|Para 1.25|CIO.|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Volunteers from membership.|
|**Additional information (optional)**<br>You may choose to include further statements||where relevant about:|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|Charities Commission Guidance note.|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|A single Committee comprising both<br>Trustees and Committee Members.|
|Relationship with any<br>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<br>PO Box 427<br>HEREFORD<br>HR1 9SP|
|||





**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**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|
||||||
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## – 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|||
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## **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)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**<br>**adviser**<br>**Name**<br>**Address**|||
|**N/A**|||
||||
||||
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|**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** 4 May 2025 



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## **Charity Commission Annual Return 2024** 

## 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 2024.** 

## **PART A - Charity information** 

## **Financial period** 

**Financial period start date** 

06/04/2023 

**Financial period end date** 

05/04/2024 

## **Income and spending** 

**Income £** £18,895 

**Spending £** £19050.5 

## **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)** 

£1200 

**Charitable activities** 

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£ 14500 

**Other trading activities** 

£ 275 

## **Investments** 

£ 0 

## **Other** 

£ 2920 

## **Grantmaking** 

**Is grant making the main way your charity carries out its purposes?** 

No 

## **Recipients of grants** 

**Please round all figures to the nearest pound (do not enter decimal points or commas). Individuals** 

£ 0 

## **Other charities** 

£ 0 

**Other organisations that are not charities** 

£ 1000 

## **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?** 

yes 

## **Charity headquarters details correct** 

**Is this the same address that you use as your charity's administrative headquarters?** 

yes 

## **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?** 

4 

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## **Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:** 

## **·  you have consented to their release; or** 

## **·  we are legally obliged to disclose them; or** 

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## **Declaration** 

**This annual return has not been submitted and no Declaration has been made** 

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