Trustees. Annual Report for the period Period start date Period end date -4p',jl 23 Illrch From To Section A Reference and administration details Charity name The Bivol Trust Other names charity is known by nla Registered charity number (if any) Charity's principal address 1060213 12 Fordwater Road Chichester Postcode P019 6PR Names of the charity trustees who manage the charity TAR March 2012
Trustee name Offi¢e {if any} Dates acted if not for whole year Name of person (or body) entitled to appoint trustee lif any) Deborah Edwards Chair Aidan Eugene Molloy Bethany Franklin James Merrett Vice Chair 10 January 2024 Treasurer Michael Paddon Robert TLArner Alison King 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. if any, (for example, any custodian trustees) Name Dates acted if not for whole year Names and addresses of advisers (Optional information) Type of adviser Name Address Accountants Carpenter Box Limited 53 Kent Road Southsea P05 3HU Name of chief executive or names of senior staff members (Optional infomiation) Section B Structure, governance and management Description of the charity's trusts TAR March 2012
Type of governing document Constitution How the charity is constituted By a constitution and managed by regular management committee which meets on a regular basis Trustee selection methods Additional governance issues (Optional infonnation) You may choose to include The director of the charity has operational responsibility for all the charity's additional information, where activities and five part-time staff and seven volunteers. The director reports relevant, about.. to the chair of the management committee. He also has responsibility for fund raising applications. The charity is really driven by the wishes of the young people with disabilities with whom it works. policies and procedures adopted for the induction and training of trustees- the charity's organisational structure and any wider network with which the charity works; relationship with any related parties., Given that the Bivol Trust is a small charity, it depends on working partnerships with several other charities and organizations in the Portsmouth area, e.g. Creative Advances, Portsmouth Irish Club, Chaos, and St Swithun's Roman Catholic Church. Trustees, consideration of major risks and the system and procedures to manage them. Section C Objectives and activities To combat loneliness and social isolation and to provide a wide variety of weekly groups and projects that enable this. To work primarily with adults 18 years to 65 years with learning and accompanying physical disabilities in the Portsmouth area. Summary of the objects of the charity set out in its governing document TAR March 2012
- Tuesday Music Group
- Tuesday Art Group
- Tuesday Online Zoom Music Group Wednesday Music Group.
- Thursday Art Group
- Thursday Evening Social Group 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) Additional details of objectives and activities (Optional information) TAR March 2012
You may choose to include further statements, where relevant, about- D policy on grant making., policy programme related investment,. contribution made by volunteers. TAR March 2012
Section D Achievements and performance Achievements It has been another successful year for The Trust, and we are proud of the work our staff and volunteers do. We have seen an increase in the numbers of those attending our groups and we continue to look at ways to keep the services we provide innovative and rewarding. During the year we also visited day centres to provide our ever-popular music services. Summary of the main achievements of the charity during the year TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves The charity usually has a low figure for reserves and these are used to meet expenses not covered in grant applications. Details of any funds materially in deficit Further financial review detsils (Optional infomiation) You may choose to include additional information, where relevant about.. The Trust is extremely grateful to the following organisations who have provided grants to support us.. the charity's principal sources of funds (including any fundraising)- how expenditure has supported the key objectives of the charity. Investment policy and objectives including any ethical investment policy adopted. The National Lottery Reaching Communities The People's Health Trust The Yapp Foundation Garfield Western Foundation The Trust would also like to thank all those who have kindly made donations. The Trust is extremely grateful to Creative Advances for their generous donation. Section F Other optional information It was a challenging year as in December 2023 the Trust sadly lost its director and founding partner Dan Davies. Dan was an inspirational leader and accomplished so much in his charity work. His energy, drive and passion for his work was an influence on those he worked with and those he helped. The Trustees and all those 3ssociated with the Bivol Trust are committed to continuing Dan's great work to ensure his memory lives on. Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees. TAR March 2012
Signature{s) Full name(s) Michael Joseph Paddon Trustee Position Date li TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from To Section A Receipts and payments Unrestricted funds to the nearest Restncted funds Endowment funds Total funds Last year to the nearest £ to the nearest £ to the nearest £ to thè nearest £ A1 Receipts Grants Donations and local fundraising Bank interest 33,538 33,538 33.184 14,227 69 246 246 Sub total (Gross income for AR) 9,291 33A38 42.829 47A80 A2 Asset and investment sales. (see table). Sub total Total receipts 9.291 3338 42.829 47.480 A3 Payments W3ges and national Insurance prtofessional fees and subscriptolls Bank charges Group expenditure and hospitality Rent, rates. dectricity, repairs and lllSU13nce 21.490 21.490 1,309 35 3,644 21,943 1.189 35 5,213 1.309 35 S,298 5,298 4.329 Staff travel Mini bus Insurance and expenses Website, Internet charges and adverbsing 1,572 1,572 1.461 95 150 95 150 Events expenses Donations Other expenditure 3.705 435 1,121 39,431 739 12,842 739 34,332 Sub total 21A90 A4 Asset and investment purchases, {see table) Minibus 11,720 Sub total 11,720 Total payments 12.842 21,490 34,332 51,1S1 Net of receipts/(paymentsJ A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 4,551 3,551 12,048 4,551 9,793 8.497 4.671 9,793 18.290 13,464 18,290 9.793 Section B Statement of assets and liabilities at the end of the period CCXX R1 accounts ISSI 1111212024
Unrestricted fijnds to nearest £ Restricted fijnds to nearest £ Endowment fiJnd* to nearest £ Catagories Dtstails B1 Cash funds Cash at bank 18,290 Total cash funds 18,290 Unrestricted funds Restricted funds Endowment funds to nearest £ to nearest £ to nearest £ Details Computer equipment MusiG room equipment B2 Other monetary assets 2.323 928 Other equiptnent 1,155 Minitus 11,700 Fund lo which asset bèlon Details Cost loptionall Current valuè tional Fund to which asset belon Details Cost loptionall Current value tional 84 Assets retained for the charity's own use uataiis Professional fees When due B5 Liabilities 1,080 Signed by one or Iruslees on behalf of all the Iruslees Date of roval 1111212024 Signatuie Print Name ITIAThIIW M Paddon CCXX R2 accounts ISSI 1111212024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examine5 Report Report to the trusteesl members of On accounts for the year ended 31 March 2024 Charity no (if any) 1060213 Set out on pages I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended Responsibilities and As the charity trustees, you are responsible for the preparation of the basis of report accounts in accordance with the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect, the accounting records were not kept in accordance with section 130 of the Act, or the accounts did not accord with the accounting records" or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: 1211212024 Name: Timothy Millett Relevant professional qualification(s} or body (if any): Chartered Accountant Address: 53 Kent Road Southsea P05 3HU IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here detsils of any items that the examiner wishes to disclose. IER October 2018