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2025-03-31-accounts

Charity registration number 1069040 (England and Wales)

THE WOMEN OF VISION TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

THE WOMEN OF VISION TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Ms. S. Chong-Tai Dr. A. Steel Mr. R. Thakerar Mr. S. Patel Dr. N. Patel Ms. H. Haq Charity number 1069040 Principal address International House 45-55 Commercial Street London E1 6BD Independent examiner Jason Foxwell FCCA FCIE independent-examiner.net 12 Hillbourne Road Poole BH17 7JB Bankers CAF Bank Lloyds Bank plc NatWest Bank plc

THE WOMEN OF VISION TRUST

CONTENTS

Page
Trustees' report 1 - 2
Statement of trustees' responsibilities 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7 - 12

THE WOMEN OF VISION TRUST

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2025

The trustees present their annual report and financial statements for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the trust's governing document, the Charities Act 2011 and "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 (FRS 102) (effective 1 January 2019)".

Objectives and activities

The charitable objects of The Women of Vision Trust as defined by the declaration of trust are:

Public benefit statement

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the trust should undertake.

Achievements and performance

The trustees have continued to support the school with the development of the school's facilities.

Parental donations have continued to decline from the previous year. The Trustees are devoting additional resources to increase the number and amount of parental donations. Administration costs of £276 (2024 - £815) remain exceptionally low due to the pro bono contributions from Trustees and the investment in the website, administration and accounting systems.

Financial review

Donations including gift aid of £60,575 (2024 - £69,000) were received during the year. Donations of £6,725 were made to the School during this year (2024: £154,455) in support of the School's expenditure on facilities, equipment and general operations. The Trust has also made payments to the School towards salary costs of £20,805 (2024: £20,131) and fundraising costs of £4,498 (2024: £6,414).

Reserves policy

The trustees reviewed their reserves policy during the year. After review, it was confirmed that trustees' policy is to retain one year's operating expenses with contingency and this was set at £50,000. The trustees aim over time to donate all funds in excess of that amount to Watford Grammar School for Girls.

The level of reserves held at 31 March 2025 is shown on the balance sheet.

THE WOMEN OF VISION TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

Investment powers and policy

The trustees may invest in the purchase of stocks, funds, shares, securities or other investments of whatsoever nature as the trustees shall in their absolute discretion think fit. The trustees have the same full and unrestricted powers of investing and transposing investments, in all respects, as if they were absolutely entitled to the Endowment Fund beneficially.

Risk management

The trustees have examined the major strategic, business and operational risks which the charity faces and confirm that systems have been established to enable regular reports to be produced so that necessary steps can be taken to lessen these risks.

Plans for the future

The trustees will continue to support the School in projects falling within the Trust's objects.

Structure, governance and management

The Women of Vision Trust was formed by a declaration of trust dated 16 March 1998. The Trust Deed was reviewed during 2023 to align with updates in legislation and best practice and an updated Deed was signed on 4 October 2023.

The trustees who served during the year and up to the date of signature of the financial statements were: Ms. S. Chong-Tai

Dr. A. Steel Mr. R. Thakerar Mr. S. Patel Dr. N. Patel Mr. S. Farrer (Resigned 1 October 2024) Ms. H. Haq (Appointed 3 December 2024)

New trustees are appointed in accordance with the provisions of the Trustee Act 1925.

All of the trustees named above served during the year.

The trustees' report was approved by the Board of Trustees.

Dr. A. Steel

Trustee Dated: 15 October 2025

THE WOMEN OF VISION TRUST

STATEMENT OF TRUSTEES' RESPONSIBILITIES

FOR THE YEAR ENDED 31 MARCH 2025

The trustees are responsible for preparing the Trustees' Report and the accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the trustees to prepare accounts for each financial year which give a true and fair view of the state of affairs of the trust and of the incoming resources and application of resources of the trust for that year.

In preparing these accounts, the trustees are required to:

The trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the trust and enable them to ensure that the accounts comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the trust and of the incoming resources and application of resources of the trust for that year.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the trust and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

THE WOMEN OF VISION TRUST

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE WOMEN OF VISION TRUST

I report to the trustees on my examination of the financial statements of The Women of Vision Trust (the trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the trustees of the trust you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011.

I report in respect of my examination of the trust’s financial statements carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

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 financial statements to be reached.

Jason Foxwell

Jason Foxwell FCCA FCIE

independent-examiner.net 12 Hillbourne Road Poole BH17 7JB 23 October 2025

THE WOMEN OF VISION TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2025

Unrestricted
Restricted
funds
funds
2025
2025
Notes
£
£
Income from:
Donations and legacies
3
60,575
-
Investments
4
1,857
-
Total income
62,432
-
Expenditure on:
Raising funds
5
25,303
-
Charitable activities
6
9,192
-
Total expenditure
34,495
-
Net gains/(losses) on
investments
10
(19,616)
-
Net income/(expenditure) and
movement in funds
8,321
-
Reconciliation of funds:
Fund balances at 1 April 2024
964,383
88,589
Fund balances at 31 March
2025
972,704
88,589
Total
Unrestricted
Restricted
funds
funds
2025
2024
2024
£
£
£
60,575
69,000
-
1,857
250
-
62,432
69,250
-
25,303
26,545
-
9,192
161,210
-
34,495
187,755
-
(19,616)
109,196
-
8,321
(9,309)
-
1,052,972
973,692
88,589
1,061,293
964,383
88,589
Total
2024
£
69,000
250
69,250
26,545
161,210
187,755
109,196
(9,309)
1,062,281
1,052,972

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

THE WOMEN OF VISION TRUST

BALANCE SHEET

AS AT 31 MARCH 2025

Notes
Current assets
Debtors
12
Investments
13
Cash at bank and in hand
Creditors: amounts falling due within
one year
14
Net current assets
Income funds
Restricted funds
15
Unrestricted funds
2025
£
£
7,102
967,854
87,792
1,062,748
(1,455)
1,061,293
88,589
972,704
1,061,293
2024
£
£
2,958
987,471
63,298
1,053,727
(755)
1,052,972
88,589
964,383
1,052,972
2024
£
£
2,958
987,471
63,298
1,053,727
(755)
1,052,972
88,589
964,383
1,052,972
88,589
964,383
1,052,972

The financial statements were approved by the Trustees on 15 October 2025

Heena Haq

Dr. A. Steel Ms. H. Haq Trustee Trustee

THE WOMEN OF VISION TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

Charity information

The Women of Vision Trust is a registered charity.

1.1 Accounting convention

The financial statements have been prepared in accordance with the trust's governing document, the Charities Act 2011 and "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 (FRS 102) (effective 1 January 2019)". The trust is a Public Benefit Entity as defined by FRS 102.

The trust has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements 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 Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the trust. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the trust has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are funds received which can only be used for the specific purpose as laid out by the donor. Expenditure which meets this criteria is identified to the fund, together with a fair allocation of overhead costs. The aim and use of each restricted fund is set out in the note to the financial statements.

1.4 Income

Income is recognised when the trust is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the trust has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the trust has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

1.5 Expenditure

Resources expended are included in the Statement of Financial Activities on an accruals basis inclusive of VAT.

THE WOMEN OF VISION TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

(Continued)

1.6 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.7 Financial instruments

The trust has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the trust's balance sheet when the trust becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the trust’s contractual obligations expire or are discharged or cancelled.

2 Critical accounting estimates and judgements

In the application of the trust’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

THE WOMEN OF VISION TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

3 Donations and legacies

**Unrestricted ** Unrestricted
funds funds
2025 2024
£ £
Donations and gifts 53,474 66,569
Gift aid recoverable 7,101 2,431
60,575 69,000

Note

Following a review of the amounts claimed on Gift Aid, further amounts were found that potentially could be claimed and this claim will be made following the balance sheet date with the amount received shown as a receipt in the next accounting period.

4 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Interest receivable 1,857 250
Expenditure on raising funds
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Costs of generating voluntary income
Salary recharges from Watford Grammar School for Girls 20,805 20,131
Other fundraising costs 4,498 6,414
25,303 26,545

5 Expenditure on raising funds

THE WOMEN OF VISION TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

6 Expenditure on charitable activities

Direct costs
Donations to Watford Grammar School for Girls
Professional fees
Administration costs
Governance costs
Website development
Analysis by fund
Unrestricted funds
7
Net movement in funds
The net movement in funds is stated after charging/(crediting):
Fees payable for the independent examination of the charity's financial
statements
2025
£
6,725
1,020
276
475
696
9,192
9,192
2025
£
495
2024
£
154,455
3,600
815
600
1,740
161,210
161,210
2024
£
600

8 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the trust during the year.

One Trustee was paid expenses of £58 during the year.

9 Employees

The charity had no employees during the year but contributed to the cost of an employee of Watford Grammar School for Girls for services provided to the charity.

10 Net gains/(losses) on investments

Unrestricted Unrestricted Unrestricted Unrestricted
funds funds
2025 2024
£ £
Revaluation of investments (19,616) 109,196

11 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

THE WOMEN OF VISION TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

12
Debtors
Amounts falling due within one year:
Other debtors
13
Current asset investments
Listed investments
14
Creditors: amounts falling due within one year
Accruals and deferred income
2025
£
7,102
2025
£
967,854
2025
£
1,455
2024
£
2,958
2024
£
987,471
2024
£
755

15 Restricted funds

The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be used.

Movement Movement
in funds in funds
Balance at Incoming Balance at Incoming
Balance at
1 April 2023 resources 1 April 2024 resources 31 March 2025
£ £ £ £ £
Esme Clark Bequest Fund 88,589 - 88,589 - 88,589

Esme Clark Bequest Fund is a bequest left to Watford Girls Grammar School by a former teacher, Miss Esme Clark, for the sole benefit of the pupils of the School with an express wish that the fund will be used inter alia to finance Scholarships or Exhibitions for University places and an annual prize for English. The Trust will administer the fund on behalf of the School's governors but have no right to any income or capital from the bequest.

THE WOMEN OF VISION TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

16 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1 April At 1 April Incoming Resources Gains and At 31 March
2024 resources expended losses 2025
£ £ £ £ £
General funds 964,383 62,432 (34,495) (19,616) 972,704
Previous year: At 1 April Incoming Resources Gains and At 31 March
2023 resources expended losses 2024
£ £ £ £ £
General funds 973,692 69,250 (187,755) 109,196 964,383
Analysis of net assets between funds
Unrestricted Restricted Total
funds funds
2025 2025 2025
£ £ £
At 31 March 2025:
Current assets/(liabilities) 972,704 88,589 1,061,293
972,704 88,589 1,061,293
Unrestricted Restricted Total
funds funds
2024 2024 2024
£ £ £
At 31 March 2024:
Current assets/(liabilities) 964,383 88,589 1,052,972
964,383 88,589 1,052,972

17 Analysis of net assets between funds

18 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).