Official ## Trustees’ annual report for the period Period start date 01 / 02 / 2022 Period end date 31 / 01 / 2023 Charity name The Richmond upon Thames Voluntary Fund[Charity No 1186870 ] (if any) ## 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 services
identifiedinthe accounts.|Para 1.17 and
1.19


|Grants are given to charities and organizations situated in
the London Borough of Richmond upon Thames or
which directly help vulnerable residents of the Borough.| |Statement confirmingwhetherthe
trustees have had regard to the
guidance issued by the Charity
Commission onpublicbenefit|Para 1.18

|The trustees are aware of the Charity Commission
Guidance on Public Benefit.| |Additional information(optional)
You may choose toincludefurther statements whererelevant about:||| ||SORP
reference|| |Policy on grant making|Para 1.38|| |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 anywiderbenefits
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
in 2022 raised a total of £79,534 (including gift aid) from
donors in the third year of its existence, all of which is
being distributed between four registered charities:
ADHD Embrace, DSM Foundation, Off the record and
Richmond carers center for their invaluable work
supporting people and children experiencing difficulties
in their day to day lives 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|At the end of the period the Cash Fund available was
£27,656 which is pledged to be donated to the chosen
charities in due course.| |Statement explaining the policy for
holding reserves stating whythey
are held|Para 1.22|The reserve policy is to hold £5,000 as administration
costs burdened by the banks.| |Amount of reserves held|Para 1.22|£5,000| |Reasons for holding zero reserves|Para 1.22|Limited reserves are held, because all funds are paid 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|n/a| |Explanationof any uncertainties
about the charity continuing as a
goingconcern|Para 1.23|n/a| ## 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|| |Other||| Official 4 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
trustees, 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 5 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 6 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 7 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 8 of 8 ## Declarations The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Robin Brown Full name(s) Position (eg Secretary, Trustee, Treasurer Chair, etc) 09/06/2023 Date Official # **Charity Name No (if any) The Richmond Upon Thames Voluntary Fund 1186870 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/02/2022 31/01/2023 ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Restricted**
**funds**
**to the nearest £**
**65,487**
**14,047**
**-**
**-**
**-**
**-**
**-**
**-**
**79,534**
**-**
**-**
**-**
**79,534**
**142,436**
**124**
**1,342**
**-**
**-**
**-**
**-**
**-**
**-**
**143,902**
**-**
**-**
**-**
**143,902**
**- 64,368**
**-**
**92,024**
**27,656**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**65,487**
**14,047**
**-**
**-**
**-**
**-**
**-**
**-**
**79,534**
**-**
**-**
**-**
**79,534**
**142,436**
**124**
**1,342**
**-**
**-**
**-**
**-**
**-**
**-**
**143,902**
**-**
**-**
**-**
**143,902**
**- 64,368**|**Total funds**
**to the nearest £**
**65,487**
**14,047**
**-**
**-**
**-**
**-**
**-**
**-**
**79,534**
**-**
**-**
**-**
**79,534**
**142,436**
**124**
**1,342**
**-**
**-**
**-**
**-**
**-**
**-**
**143,902**
**-**
**-**
**-**
**143,902**
**- 64,368**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |Donations|**-**|||||**-**| |Gift Aid|**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**-**|||||**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**-**| |||||||| |Donationspaid|**-**|||||**-**| |Bank and other charges|**-**|||||**-**| |Admin Costs|**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_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_**||||||| |||||||**-**| |||||||| ||**-**|**- 64,368**|**-**|**- 64,368**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**-**|**92,024**|**-**|**92,024**||**-**| ||**-**|**27,656**|**-**|**27,656**||**-**| 05/07/2023 CCXX R1 accounts (SS) 1 Official # ## **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
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|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 £**
**-**
**27,656**
**-**
**-**
**-**
**-**
**-**
**27,656**
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
Robin Brown|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Robin Brown|09/06/2023| ||||| 05/07/2023 CCXX R2 accounts (SS) 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustee members of The Richmond up(￿ Thames Voluntary Fund On accounts for the year ended 31101r2023 Charity no (rfany) 1186870 Set out on pages I report to the truslees on my examination of the aco)unts of the alx)ve charity (Ihe Tfusf) for the year ended Responsibilities and basis of report 8 the charitys trustees, you are resFM)nsible for the preparatFon of the arj￿nts in accordan￿ wth the requirements of the Charities Act 2011 (Yhe Acr}. I report in respect of my examination of the Trust's aCc￿jnts carried out under seclion 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under seclion 145(5)Ib) of the Act. Independent I have C￿npleted my examination. I ￿nfirrn Ihat no material matters have examiner's statement ￿)me to my attention in connection wth the examination which gives me use to believe that in. any material ￿$1￿￿. the accounting records were N)t kept in accordarKE witrt section 130 of the Charities Act" or Ihe accounts did nol accord ￿ryth the ac￿nting records,. or the accounts did not (￿p[Y wth the applicable requirements conceming the forn and rx)ntent of accounts set out in the Charities (Accounts and ReFths) Regulations 2008 other than any requirement that the accounts gtve a Irue and fairf view which i8 not a matter considered as part of an independent examination. I have no (x)ncerns and have c(fft across no other matters in connection with the examination to wthich attention should be drawn in this report in order to enaNe a woper understanding of the accx)unts to be reached. ' Pleasa delete the 4st)rds in the brackets rftheydo not apply. Slgned: Date: 13 Namè: Christopher Bushell Relevant professional qualification{s) or body (If any): Assouation of Chartered certifi￿ Accountants (ACCA) Address." S Austin Villas. Woodside Road. Watford. Hertfordshire. IER Oct 2018 WD25 OGD Section B Disclosure Only complete rf the examiner needs to highlight material matters of concem (see CC32. Independent examination of charity a￿unts. directions and guidance for examiners>. Glve here briet details ol any items that the examiner wishes to di￿lOse. NIA IER Oct 2018