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2022-04-05-accounts

Charity Details

Charity Name Valerie Taylor Trust

Charity Number 1122245

Correspondence Postal Address 4 Wilberforce Road, Coxheath, Maidstone, Kent, ME17 4HA

Correspondence Email Address admin@valerietaylortrust.org

Website Address www.valerietaylortrust.org

Trustees

Mr Benjamin Clackson Mr Sayadul Khaled Mr Zahirul Haque Dr Mohamed Sakel Mrs Margaret Hakim Mr Mokhtar Hussain Mr M.A. Rashid Mr Jahangir Alam Mr Glen McGhee Ms Helen Mortimer

Annual Report 2021 – 2022

Structure, Governance and Management

The Valerie Taylor Trust is governed by a constitution adopted on 5 September 2007 as amended on 16 December 2007.

The charity is managed and administered by a Management Committee. The Management Committee for the year 2021-2022 consisted of elected members who are also the trustees of the charity.

The chart below indicates the organisational structure of the Valerie Taylor Trust:

Recruitment of the Management Committee

At the 2021 annual general meeting, three members of the Management Committee stood down, but Jahangir Alam was willing to be re-elected. Valid nominations were also received for Dr Mohamed Sakel and Mr Zahirul Haque, and these three were elected.

Professional Advisors

Banker:

HSBC

110 High Street, Godalming, Surrey, GU7 1DP

Independent Examiner:

Saaima Ashraf 3 Repton Road, Earley, Reading, RG6 7LJ

At the 2022 annual general meeting one third of the members of the Management Committee will again stand down but will be eligible for re-election. The Management Committee may also appoint up to three co-opted members.

All members of the Valerie Taylor Trust are eligible to become members of the Management Committee. To become a member of the Management Committee, a member of the Valerie Taylor Trust needs to be nominated by another member of the Valerie Taylor Trust and stand for election at the next Annual General Meeting.

Our Objects

In 2021-22 the Trust was at last able to hold 4 successful fund-raising events during the periods when covid restrictions did not prevent them.

Our Income and the grants we were able to make for CRP still fell slightly, but we believe our investment in a project to raise awareness of the Trust and CRP in the British Bangladesh Community during the year has laid the foundation for better results in the future.

The objects of the Valerie Taylor Trust are:

(a) To assist in the treatment, care and rehabilitation of disabled people in Bangladesh, in particular but not exclusively by promoting reintegration into the community, raising awareness of disability issues, and educating health care workers.

(b) To relieve poverty in Bangladesh.

The Trustees have decided that at the moment the best way of fulfilling these aims is by making grants to the Centre for the Rehabilitation of the Paralysed (CRP).

Total income = £157,513

Financial Review

Funds are raised by donations, membership support, fundraising events, trusts and companies. Expenditure is aimed to promote all these forms of giving, such as providing access on the Just Giving website, Gift Aid envelopes, leaflets and mailing campaigns.

During the period of this report, the total income was £157,513. This consisted of donations and subscriptions totalling £71,377, reclaimed tax as Gift Aid of £7,668, £1,635 from other activities, and £76,833 from companies (including £64,290 from Primark). Expenses related to supporting this giving were £13,215 (including £9,704 for the awareness raising project discussed in the panel below).

Grants made to support CRP were £145,000, and the balance of cash funds remaining was £13,808. The trustees consider that the simplicity of the trust’s finances means that they do not require a detailed reserve policy. However, the Trust ensures that it always has enough cash on hand to cover its expenses for four months. The Trust does not currently have an investment policy because all receipts, net of expenses, are sent to CRP. The trustees have reviewed the relevant legislation and believe that the trust’s accounts are exempt from the requirement from an annual audit, and that an independent examination suffices.

Preparing for the Future

The easing of covid restrictions enabled Valerie Taylor, the founder of CRP, to travel to UK in time to meet our supporters at a physical rather than virtual Annual Meeting in September 2021.

At that meeting Trustees agreed an initial 6-month project with Farhan Masud Khan to raise awareness of CRP and VTT in the British Bangladeshi community. This project began with a successful event hosted by Sheikh Aliur Rahman at his London Tea Exchange. This event enabled Valerie and others to address invited guests most of whom were not existing supporters. Many were clearly impressed, and donations arising from that event, including £5000 from Sheikh Aliur himself, enabled us to give more support than hitherto to the building of CRP’s new Centre at Moulvibazar. By March 2022 the semi-basement and ground floor of the Centre were complete and being used for treating patients.

Farhan continued to use his extensive network of contacts to organize awarenessraising and fund-raising meetings. These included mosque collections, which VTT has never attempted before. These collections demonstrated the goodwill and generosity of the British Bangladeshi Muslim Community.

The project has also helped us to update our fund-raising resources, including VTT’s website and leaflets, and to create a 2-minute fund-raising video.

For CRP, 2021-2022 was less affected by covid than the previous year. Services to outpatients resumed for most of the year, but like other schools in Bangladesh, CRP’s Inclusive Primary School remained closed for most of the year by Government order.

In view of its grants to CRP, VTT Trustees consider they have complied with their duty under section 4 of the Charities Act 2006 concerning public benefit, primarily the advancement of health and the relief of those in need by reason of disability.

Fundraising Activities

Trustee Activities

Developments at CRP

Valerie Taylor Trust

Final accounts for all years (approved by independent examiner)

Income & Expenditure

Income & Expenditure **2021-22 ** **2020-21 ** **2019-20 ** **2018-19 ** **2017-18 ** 2016-17
£ £ £ £ £ £
Income
Donations and Subscriptions
Restricted Funds 11,771 3,720 44,805 2,141 17,322 7,017
Unrestricted Funds 59,605 89,742 216,582 259,938 78,774 70,627
Tax refund - Gift Aid 7,668 7,581 8,189 9,201 12,264 10,911
Other Charitable Activity (Unrestricted Funds)
Sales of donated items 219 529 243 662 180 1,295
Fundraising events 1,416 0 747 4,133 3,761 3,698
Corporate Donations
Restricted Funds 73,983 74,154 80,854 79,087 84,387 0
Unrestricted Funds 2,850 2,000 4,000 10,759 72,388 24,590
Bank interest 1 0 176 145 21 7
Total Income 157,513 177,726 **355,596 ** **366,066 ** **269,098 ** 118,146
Expenditure
Printing & Stationery 1,341 554 819 862 906 1,250
Postage 194 82 102 200 86 266
Meetings 766 193 813 660 667 972
Bank 239 60 100 60 90 72
VTT Web site 120 60 161 30 30 30
VTT Awareness Project 9,704 0 0 0 0 0
Fundraising 501 406 380 885 665 1,146
Other 350 250 250 560 854 544
Total Expenditure 13,215 1,605 2,626 3,258 3,298 4,280
Net Income 144,298 176,121 **352,971 ** **362,808 ** **265,799 ** 113,865
Grants Made
Indirect support to CRP
CRP website 0 0 150 90 90 90
Other payments on behalf of CRP 12,000 0 0 2,355 0 0
Direct transfer of funds to CRP 133,000 167,000 569,000 164,000 272,000 88,000
Total Support to CRP 145,000 167,000 **569,150 ** **166,445 ** 272,090 88,090
Balance
Payments due -2,560 -250 -250 -250 -250 -359
Cash - Restricted Funds 75 0 65 1,220 5,133 110
Cash - Unrestricted Funds 13,733 12,325 2,567 216,864 17,587 31,109
Gift Aid refund due from HMRC 6,779 6,654 7,225 7,945 6,945 4,846
Other -9 -8 -8
Total Funds to carry forward 18,018 18,720 **9,600 ** 225,778 29,416 35,706

Notes

CHARITY COMMISSION FOR ENGIAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of THE VALERIE TAYiOR TRUST On aeeounts for thè year ended 05 APRIL 2022 ChaFity no {rf11122245 any) I Sèt on pagts AThACHED {1 PAGE FINANCIAL STATEMENT ?LUS ANNUAL REPOR TI Rtrsponslbllltlès and basis of I report to the trl￿ cffl my examinati(x) of he acttxjnts ollhè atjove d.arity {Ihe Tnjsri report for the year ended 05 104 12022. As the chawity's twst8. ycu are responsible for the preparatpon of the accounts accordance the ruirement5 of the Charilies AGt 2011 (Yhe ACYI. I rep(xt in respect of ny examinati￿ of the Trusl's aCCOLTrnts carripd wt under section 145 of the 2011 Act and ￿ parrwng crtrt my examinagon. I have followed all the aN)licable Direction5 given by the Chaty comrnjsst￿ u￿ler seclEon 14515llbl of the Act Independent examlnerfs (thariws gr￿$S ir£crne usualty exceeds f250.OLKI and 18m qualffied to undertake the statement examinab.on by being a qyalrw rlvnter of the A$sC￿satiOn of Chartwed C9rtified Accwntsnts IACCAI. I have rA)mpleted my axamination. I c(xffirm that no materi81 matters have come to my attention in conneclt(hi wth the examin8tion %fftch gives me cause to beliave that in. any matetial respecL the accoJnt¢n J reCo￿S were kepl in a(y)ydance wth section 130 ofthe Chariti¢s the accojnts ￿ not *xx)rd wth the actounbng recuds" or the accwnts Jvj not compty ￿ the applitrable requirements conceming the form and content of ac¢(MJnts set (Njt tn the ChaFib"es IAccounts and Reports) Regulab"ons 2008 othertr>8p. any requirement that the a¢(wnts give a 'true and fairf vtew which i not a matler con&dered as part of an independent examinatK)n. I have no ccmcem) and have come auoss no other matters in connection the examinati￿ to whiG4 attenlK)n should be drawn in this report in order:.0 enable a proper un(t8rslandiThJ of the acwJnts 10 be reathed. Signed: 17 OCTOBER 2022 Name: MOHAMMAD MASUO RAHMAN Relevant Professional '. The Associabon of Clartered Certified A￿ntants IACCAI. Chartered Cerbfied qualificationlsl or body lif Accountant ACCA. any): Address.. 12 RIPON STREET. IE2 1LW Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of ck.anty accounts.. directions and guidance for examirers). Not ap￿iCab IER Oct 2018