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|| |---|---|---| |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|| |---|---|---| |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| Official |particular issues affecting residents and how the|| |---|---| |Richmond Voluntary Fund can be used to best|| |address these issues.|| |1.3.
In special circumstances i.e. an area of|| |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|| |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|| |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|| |receive grants are:|| |a)
Does the organisation / project meet the|| |identified area of need.|| |b)
The impact the project will have and the|| |difference it will make|| |c)
The quality and scope of the project/|| |capacity to scale-up their service with additional|| |funding|| |d)
Meet due diligence and evaluation checks|| |e)
The financial health of the charity and|| |evidenced demand for additional funding|| |f)
The sustainability of the project /|| |organisation|| |1.7
The Fund will only support organisations|| |that are:|| |a)
Providing services or activities that meet|| |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|| |c)
Not for profit. The Fund cannot support|| |organisations that make aprofit. However,it can|| Official |||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.| |---|---|---| |Policy on social investment including
program related investment|Para 1.38|| |Contributionmade by volunteers|Para 1.38|| |Other||| Official 2 of 8 ## Achievements and Performance ||SORP
reference|| |---|---|---| |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: ||SORP
reference|| |---|---|---| |Achievementsagainstobjectives set|Para 1.41|| |Performanceof fundraising activities
againstobjectives set|Para 1.41|| |Investmentperformanceagainst
objectives|Para 1.41|| |Other||| Official 3 of 8 ## Financial Review ||SORP
reference|| |---|---|---| |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: ||SORP
reference|| |---|---|---| |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|| Official 4of8 Other Official 5 of 8 ## Structure, Governance and Management |Description of charity’strusts:|SORP
reference|| |---|---|---| |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|| |---|---|---| |Policies andproceduresadopted for
theinductionand training of trustees|Para 1.51|| |Thecharity’sorganisationalstructure
and anywidernetworkwithwhich
thecharity works|
Para 1.51|| |Relationshipwith anyrelated parties|Para 1.51|| |Other||| Official 6 of 8 ## Reference and Administrative details |Charityname|The Richmond upon Thames Voluntary Fund| |---|---| |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|||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| Official 7 of 8 ## 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|| |---|---|---| |Not applicable||| |||| |||| |||| |||| |||| Official 8 of 8 ## 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 Official 9 of 8 ## 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
**----- End of picture text -----**
||**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||| ||||||||| |**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 £**| |Donations|**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**-**||||||**-**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**-**| ||||||||| |Donationspaid|**-**||||||**-**| |Bank and CAF charges|**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**-**||||||**-**| ||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||| ||**-**||||||| ||**-**||||||| |**_Sub total_ **|**-**||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||| ||||||||**-**| ||||||||| ||**-**|**14,860**|**-**||
**14,860**||**-**| ||**-**|**-**|**-**||**-**||**-**| ||**-**|**-**|**-**||**-**||**-**| ||**-**|**14,860**|**-**||**14,860**||**-**| CCXX R1 accounts (SS) 14/10/2021 1 |**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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||GILLIAN NORTON|06.10.2021| ||||| CCXX R2 accounts (SS) 14/10/2021 2 ## # ## ##