Official
Trustees’ annual report
for the period
Period start date 10 / 12 / 2019 Period end date 31 / 01 / 2021
Charity name The Richmond upon Thames Voluntary Fund[Charity No 1186870 ]
Objectives and Activities
| SORP reference |
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| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Trust is established for the purpose of allocating income received for charitable purposes directed wholly or mainly to the benefit of residents of the London Borough of Richmond upon Thames. This will typically include older people, people with learning disabilities, people with physical disabilities, children with mental health issues etc. |
| Summary of the mainactivities in relation to those purposesfor the publicbenefit, in particular, the activities,projects or servicesidentifiedinthe |
Para 1.17 and 1.19 |
Grants are given to charities and organisations situated in the London Borough of Richmond upon Thames or which directly help vulnerable residents of the Borough. |
| Statement confirmingwhether thetrustees have had regard to the guidance issued by the Charity Commission onpublicbenefit |
Para 1.18 |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
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| Policy on grant making | Para 1.38 | Carrying out the charitable purposes: 1.1. The charitable purposes are carried out by awarding financial support to charitable organisations who make a positive difference to the lives of vulnerable people in Richmond upon Thames. 1.2. The Trustees will agree a beneficiary theme each year that meets the Trusts charitable criteria based on their local knowledge of issues affecting the borough. They will seek detailed information from the Council and other local stakeholders on |
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| particular issues affecting residents and how the | |
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| Richmond Voluntary Fund can be used to best | |
| address these issues. | |
| 1.3. In special circumstances i.e. an area of |
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| need presenting during the funding year, Trustees | |
| could unanimously agree to fund additional | |
| charities to support that need. | |
| The charity’s beneficiaries: | |
| 1.4. Beneficiaries of the Richmond upon |
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| Thames Voluntary Fund will include organisations | |
| with a charitable purpose situated in the London | |
| Borough of Richmond Upon Thames or which | |
| directly help vulnerable residents of the Borough. | |
| This will typically include older people, people with | |
| learning disabilities, people with physical | |
| disabilities, children with mental health issues etc. | |
| Criteria for deciding who the Fund benefits: | |
| 1.5. The main criteria for deciding who the Fund |
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| supports is whether the beneficiaries meet an | |
| identified local need. As described above, the | |
| Trustees will agree an area of need each year using | |
| their local knowledge and information from other | |
| stakeholders on local issues. | |
| Criteria for selecting organisations to receive | |
| grants: | |
| 1.6. The criteria for selecting organisations to |
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| receive grants are: | |
| a) Does the organisation / project meet the |
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| identified area of need. | |
| b) The impact the project will have and the |
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| difference it will make | |
| c) The quality and scope of the project/ |
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| capacity to scale-up their service with additional | |
| funding | |
| d) Meet due diligence and evaluation checks |
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| e) The financial health of the charity and |
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| evidenced demand for additional funding | |
| f) The sustainability of the project / |
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| organisation | |
| 1.7 The Fund will only support organisations |
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| that are: | |
| a) Providing services or activities that meet |
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| the identified area of need and benefit the London | |
| Borough of Richmond upon Thames and its | |
| residents. The Fund will consider applications from | |
| organisations that have a regional or national | |
| remit, but we will only fund services or activities | |
| that benefit Richmond borough. | |
| b) Registered Charities or CIOs |
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| c) Not for profit. The Fund cannot support |
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| organisations that make aprofit. However,it can |
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| support social enterprises and other organisations that generate surpluses, as long as the organisation’s governing documents show that the surplus is reinvested. This must be reflected in the accounts the organisation provides. Companies Limited by Shares are not eligible. d) Constituted. Organisations supported must have a constitution, governing document or set of rules that is signed and dated and defines how the organisation will operate. e) Financially solvent. Organisations supported by the Fund must not have liabilities that are more than their current assets. 1.8 Organisations can apply in partnership with other non-voluntary sector organisations e.g. statutory agencies, or private companies but the voluntary or community group must be the lead partner and funds will only be paid into their bank account. 1.9 The Fund will not provide support for: a) Churches or other organisations where the monies will be used for religious purposes b) Projects where the monies will be used for political purposes The procedure for identifying and verifying donors: 1.10 Residents of the borough of Richmond upon Thames will be invited to donate towards local organisations that offer support in the identified area of need. Communications will be targeted at higher band named taxpayers (bands G and H), but there will be general communication to all tax payers about the Fund so others can choose to donate. Any conditions attached to donations by the donors would be reviewed by Trustees on a case-by-case basis. |
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| Policy on social investment including program related investment |
Para 1.38 | |
| Contributionmade by volunteers | Para 1.38 | |
| Other |
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Achievements and Performance
| SORP reference |
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| Summary of the main achievements of thecharity,identifyingthe differencethecharity’s work has made to thecircumstancesof its beneficiaries and anywider benefits to societyas awhole. |
Para 1.20 | The Richmond Voluntary Fund launched its first public appeal in February 2020 to residents of Richmond Borough in Council tax bands G & H. This public appeal raised a total of £110,814 (including gift aid) from 429 donors, all of which is being distributed equally between the two registered charities: Off The Record and Richmond Borough Mind, for their invaluable work supporting young people and children experiencing mental health difficulties who live in the London Borough of Richmond upon Thames. Alongside this appeal the Richmond Voluntary Fund worked with the London Borough of Richmond upon Thames to deliver a public information campaign that helped to raise awareness of mental health issues amongst children and young people, and where to get support. |
Additional information (optional)
You may choose to include further statements where relevant about:
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| Achievementsagainstobjectives set | Para 1.41 | |
| Performanceof fundraising activities againstobjectives set |
Para 1.41 | |
| Investmentperformanceagainst objectives |
Para 1.41 | |
| Other |
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Financial Review
| SORP reference |
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| Reviewof thecharity’sfinancial position at the end of the period |
Para 1.21 | The charity has received donations of £96,199 during the first period of operation and made payments out of £81,339. Further amounts have been received following the end of the financial year by claiming gift-aid. These amounts will be included in amounts to be distributed to local charities for the first period of operation, to total £110,814. |
| Statement explaining the policy for holding reserves stating whythey are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | Receipts and payments accounts are used, so reserves are not formally declared, however £14,860 was held in cash as at the 31stJanuary 2021. |
| Reasons for holding zero reserves | Para 1.22 | Limited reserves are held, because all funds are paid on to local charities after the funds have been received in donations. Also, the London Borough of Richmond upon Thames has agreed to fund all other operational costs, and so funds are not required to be held to cover these costs. |
| Detailsof fundmaterially indeficit | Para 1.24 | |
| Explanationof any uncertainties about the charity continuing as a goingconcern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
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| Thecharity’sprincipalsources of funds (including any fundraising) |
Para 1.47 | |
| Investment policyand objectives including any social investment policy adopted |
Para 1.46 | |
| Adescriptionof theprincipalrisks facing the charity |
Para 1.46 |
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Structure, Governance and Management
| Description of charity’strusts: | SORP reference |
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|---|---|---|
| Typeof governing document (trust deed,royalcharter) |
Para 1.25 | Trust Deed |
| How isthecharityconstituted? (e.g unincorporatedassociation, CIO) |
Para 1.25 | The Richmond upon Thames Voluntary Fund is an unincorporated association with a Trust Deed as its governing document. |
| Trusteeselection 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 | There must be at least 7 trustees. Apart from the first trusts, every trustee must be appointed for 4 years (concurrent with the term of the Council of the London Borough of Richmond on Thames) by a resolution of the trustees passed at a special meeting. All first trustees will hold office until the date of the next local election in Richmond upon Thames (May 2022). |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
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| Policies andproceduresadopted for theinductionand training of trustees |
Para 1.51 | |
| Thecharity’sorganisationalstructure and anywidernetworkwithwhich thecharity works |
Para 1.51 |
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| Relationshipwith anyrelated parties | Para 1.51 | |
| Other |
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Reference and Administrative details
| Charityname | The Richmond upon Thames Voluntary Fund |
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| Othername the charity uses | The Richmond Voluntary Fund |
| Registered charity number | 1186870 |
| Charity’s principaladdress | Civic Centre 44 York Street Twickenham TW1 3BZ |
Names of the charity trustees who manage the charity
| Trusteename | Office (ifany) | Dates acted if notfor wholeyear |
Name of person(or body) entitled toappoint trustee (ifany) |
|---|---|---|---|
| Gillian Norton | Chair | ||
| Robin Brown | Treasurer | ||
| Paul Hodgins | |||
| Michael Wilson | |||
| Richard Bennett | |||
| Gareth Roberts | |||
| Penelope Moult | |||
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Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
Director name Not applicable
Name of trustees holding title to property belonging to the charity
| Trusteename | Dates acted if not forwhole year |
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|---|---|---|
| Not applicable | ||
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Funds held as custodian trustees on behalf of others
Description of the assets held in this Not applicable capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Gillian Norton Full name(s) Chairman Position (eg Secretary, Chair, etc) Date 06.10.2021
----- Start of picture text -----
Signature(s)
Robin Brown
Full name(s)
Trustee
Position (eg Secretary,
Chair, etc)
Date
06.10.2021
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| Charity Name | Charity Name | Charity Name | Charity Name | Charity Name | Charity Name | CC16a | |
|---|---|---|---|---|---|---|---|
| For the period from |
10.12.2019 Period start date |
To | 31.01.2021 Period end date |
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| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Restricted funds to the nearest £ 96,199 - - - - - - - 96,199 - - - 96,199 80,000 1,339 - - - - - - - 81,339 - - - 81,339 14,860 - - 14,860 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 96,199 - - - - - - - 96,199 - - - 96,199 80,000 1,339 - - - - - - - 81,339 - - - 81,339 14,860 |
Last year to the nearest £ |
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| Donations | - | - | |||||
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| Sub total(Gross income for AR) |
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| A2 Asset and investment sales, (see table). |
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| Sub total | - | - | |||||
| Total receipts A3 Payments |
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| Donationspaid | - | - | |||||
| Bank and CAF charges | - | - | |||||
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| **Sub total ** | - | - | |||||
| A4 Asset and investment purchases, (see table) |
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| **Sub total ** | - | - | |||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
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| - | 14,860 | - | 14,860 |
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| - | - | - | - | - | |||
| - | - | - | - | - | |||
| - | 14,860 | - | 14,860 | - |
CCXX R1 accounts (SS)
14/10/2021
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| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ - 14,860 - - - - - 14,860 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name GILLIAN NORTON |
Endowment funds to nearest £ |
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| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| GILLIAN NORTON | 06.10.2021 | ||
CCXX R2 accounts (SS)
14/10/2021
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