Trustees, annual report for the period CHARITY COMMISSION FOR ENGLAND AND WALES Period start date Period end date Charity name he Richrnond upon Th3me5Voluntary Fund Charity No Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Para 1.17 e Trusi is esiablished for the pury)se ofallocaling irtcomc received for charitable purposes directed wholly r mainly to the bcnefit of residents of the Londo rough of Richmond uwn 1Thgmes. hi5 will iypicall). inLlude older people, people with learning disdbililies, people with physical disabilities, hildren with mental health issues etc. Summary of the main activities in relationto those purposes for the public benefit, in pariicular, the activities. projects or Services identified in the accounts. Para 117 and 119 rants are given to chariti&$ 2nd organisations situated in e London Borough of Richmond uwn Thames or hich di[tlY help vulnerthle residents of the Borough. Statement confiTming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 118 he trustees wt aware of th¢ Chariry Commission uidance on Pllblic Benefit. Additional information {optional} You may choose to include further statements where relevant about.. SORP reference Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Para 1.38 Other Charity Accounts templatss-Trusteeg annual report forthe period October 2016
2of8 Achievements and Performance SORP reference Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstance5 of its beneficiaries and any wider benefits to society as a whole. Para 1.20 he Richmond Voluntary Fund laun¢hed its firsi public appeal in Febrtiar! 2020 to residL'nls ofRichtnund Borough in Council tax bands G and H. The public ppcal in 202314 raised a total of £83.891 (including gift idl from donors in the fourth year of ils existence. all of hich is being di5tribut¢d between three Tegi51er¢d haTTlies-. Crthssmttd% Care, Richmond CaTLrs' C.enlre nd River Thames Boat Project for their inv21llable work upporting young carers in the London Borough of ichmond upon Thames. Alon8side this appeal Ihe Richmond Voluntary l.-und worked with the London OTough of Ri¢hmond llpon Thames to deliver a public nfomiation campaign th2t helped to raise awareness of he challenges f2Led by young L2rers in the borough. Additional information (optional) You may choose to include further staternent5 where relevant about.. SORP reference Achievements against objectives set Para 1.41 Performan of fundraisingactivities against objectiv¢s set Para 1.41 Investment performance against objectives Para 1.41 Other ChaTlty Accounts templates-Trusrees' annual report forthe period October 2016
Official 3of8 Financial Review SORP reference Para 1.21 Review of the charity's financial position at the end of the period Statement explaining the policy for holding reserves stating why they are held t the end of the period the Cash Fund available was 34,931 which is pledged to be donated io the chose harities in due course. c rc5crvcs policy is to hold £5.OIK> as administration 5ts burdajed by the bank5. Para 1.22 Amount of reserve5 held Para 1.22 5,000 Reasons for holding zero reserves Para 1.22 imited reserve5 are held. because all funds are paid to local chaTltie5 afteT the funds have been reccivcd in onaiions. A150, the London Borough ofRichmond u> he$ agreed tts fund #ll other operational c051s, nd so ltsnds are not required 10 bE held to tover the osts. Details of fund malerially in deficit Para 1.24 IA Explanation of any uncertainties about the charity continuingas going concern Para 1.23 IA Additional information (optionall You may chix)se to include further statements where leVant about.. SORP reference The charity's princip31 sources of fund5 lincluding any fundraising) Para 1.47 Investment wlicy and obje¢tives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other Charity Accounts templates-Tru51ee< annual report forthe period OctubEr 2016
Official 4of 8 Structure, Governance and Management Description of charity's trusts: SORP reference Para 1.25 Type of governing document rust de (triisl deed, myal Cl1rtcr) How is the ch2Tity constituted? le.g Iini11COI'POI?tcd assoLiatioii. CIO) Trustee selection methods including details of any constitutional provisionse.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 he Richmond upon Thames VoJunt8ry Fund 15 an nincorporated association wilh a-fru5t Deed as its overning docurn¢nt. here must be at least 7 trnstees. Apart from the first rustee5. every trustee rnust b¢ aptK)inted lor 4 )eArs concurrenl with the terrn of the Council of the London loiDugh of Richtnond on I'h3tnc51 by a re501ution i)f th¢ rUSe5 passed ai a spe¢i&l meeting. All current trusiees ill hold office llntil 6 weeks from the date of the next ocal election in Richmond upon l-hame5. Para 1.25 Additional information (optional) You aY eh005e io include further statrments Whe relevant about.. 50RP reference Policies and procedures adopted for the induction and training of trustees Para l.sl The charity'5 organi5ational structure and any wider network with which thc chaTity works Relationship with any related parties Para 1.51 Para 1.51 Other Charity Account5 templates-Trus*el annual report forthe period October 2016
5of8 Reference and Administrative details Charity name e Richmond upon Thame5 Voluntary J.'und Other name the charity use5 e Eknchmond Voluntary fund Registered charity number 1186870 Charity's principal address ivic Centre 4 York Street wickcnham WI 3BZ Names of the charity trustees who manage the charity Trustee name Offlce1Sf anyl Dates acted if not for whole year Name of person lor bodyl entitled to appoint trustse lif anyl Gillian Norton hair Robin BToWn reasurer Piers Allen ancy Baldwin chard Berett Penelope Frosi eth Roberts io li 12 13 14 15 16 17 18 19 20 Charity Accounts template5-TrusiEe< annual reporr forthe period October 2016
Official 6of8 Reference and Administrative details (cont) Corporate trustees - names of the directors at the date the report was approved Director name IA Name of trustees holding title to property belonging to the charity Dates acted if not for whole year Trustee name IA Charity Accounts templatÈs-Trustee< annual report forthe period October 2016
7of8 Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets held and how this falls within the custodian charity's objccts Detai15 of arrangements for safe custody and segregation of such 5els from tlie 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 Rea50n for non-disc10su of key personnel details Other optional information %, Charlty AtCDunts templates-Tru5tees' annual report forthp period October 2016
Officlal 8of8 Declarations The trustees declare that they have approved the trustee report above. Signed on behalf of the charit¢5 trustees SIgnatU(SI Full name{s) (2ooiN epffiKJW Position leg Se¢tary. Chair, etc) Date Charity Accounts templats$-Trustees' annual report forthe perlod October 2016
Official Sensitive#
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 01/02/2023 31/01/2024
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Restricted funds to the nearest £ 79,609 4,283 - - - - - - 83,891 - - - 83,891 75,181 39 1,396 - - - - - - 76,616 - - - 76,616 7,275 - 27,656 34,931 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 79,609 4,283 - - - - - - 83,891 - - - 83,891 75,181 39 1,396 - - - - - - 76,616 - - - 76,616 7,275 |
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 |
||||||
| - | ||||||
| Donations paid | - | - | ||||
| 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 |
||||||
| - | ||||||
| - | 7,275 | - | 7,275 | - | ||
| - | - | - | - | - | ||
| - | 27,656 | - | 27,656 | - | ||
| - | 34,931 | - | 34,931 | - |
26/11/2024
CCXX R1 accounts (SS)
1
Official Sensitive#
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 B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
(agree balances with receipts and payments account(s)) Details Total cash funds Details Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - 34,931 - - - - - 34,931 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 | 26/11/2024 |
26/11/2024
CCXX R2 accounts (SS)
2
Official Sensitive#
ROBIN BROWN 20/11/2024
26/11/2024
CCXX R3 accounts (SS)
3
Trustees, annual report for the period CHARITY COMMISSION FOR ENGLAND AND WALES Period start date Period end date Charity name he Richrnond upon Th3me5Voluntary Fund Charity No Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Para 1.17 e Trusi is esiablished for the pury)se ofallocaling irtcomc received for charitable purposes directed wholly r mainly to the bcnefit of residents of the Londo rough of Richmond uwn 1Thgmes. hi5 will iypicall). inLlude older people, people with learning disdbililies, people with physical disabilities, hildren with mental health issues etc. Summary of the main activities in relationto those purposes for the public benefit, in pariicular, the activities. projects or Services identified in the accounts. Para 117 and 119 rants are given to chariti&$ 2nd organisations situated in e London Borough of Richmond uwn Thames or hich di[tlY help vulnerthle residents of the Borough. Statement confiTming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 118 he trustees wt aware of th¢ Chariry Commission uidance on Pllblic Benefit. Additional information {optional} You may choose to include further statements where relevant about.. SORP reference Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Para 1.38 Other Charity Accounts templatss-Trusteeg annual report forthe period October 2016
2of8 Achievements and Performance SORP reference Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstance5 of its beneficiaries and any wider benefits to society as a whole. Para 1.20 he Richmond Voluntary Fund laun¢hed its firsi public appeal in Febrtiar! 2020 to residL'nls ofRichtnund Borough in Council tax bands G and H. The public ppcal in 202314 raised a total of £83.891 (including gift idl from donors in the fourth year of ils existence. all of hich is being di5tribut¢d between three Tegi51er¢d haTTlies-. Crthssmttd% Care, Richmond CaTLrs' C.enlre nd River Thames Boat Project for their inv21llable work upporting young carers in the London Borough of ichmond upon Thames. Alon8side this appeal Ihe Richmond Voluntary l.-und worked with the London OTough of Ri¢hmond llpon Thames to deliver a public nfomiation campaign th2t helped to raise awareness of he challenges f2Led by young L2rers in the borough. Additional information (optional) You may choose to include further staternent5 where relevant about.. SORP reference Achievements against objectives set Para 1.41 Performan of fundraisingactivities against objectiv¢s set Para 1.41 Investment performance against objectives Para 1.41 Other ChaTlty Accounts templates-Trusrees' annual report forthe period October 2016
Official 3of8 Financial Review SORP reference Para 1.21 Review of the charity's financial position at the end of the period Statement explaining the policy for holding reserves stating why they are held t the end of the period the Cash Fund available was 34,931 which is pledged to be donated io the chose harities in due course. c rc5crvcs policy is to hold £5.OIK> as administration 5ts burdajed by the bank5. Para 1.22 Amount of reserve5 held Para 1.22 5,000 Reasons for holding zero reserves Para 1.22 imited reserve5 are held. because all funds are paid to local chaTltie5 afteT the funds have been reccivcd in onaiions. A150, the London Borough ofRichmond u> he$ agreed tts fund #ll other operational c051s, nd so ltsnds are not required 10 bE held to tover the osts. Details of fund malerially in deficit Para 1.24 IA Explanation of any uncertainties about the charity continuingas going concern Para 1.23 IA Additional information (optionall You may chix)se to include further statements where leVant about.. SORP reference The charity's princip31 sources of fund5 lincluding any fundraising) Para 1.47 Investment wlicy and obje¢tives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other Charity Accounts templates-Tru51ee< annual report forthe period OctubEr 2016
Official 4of 8 Structure, Governance and Management Description of charity's trusts: SORP reference Para 1.25 Type of governing document rust de (triisl deed, myal Cl1rtcr) How is the ch2Tity constituted? le.g Iini11COI'POI?tcd assoLiatioii. CIO) Trustee selection methods including details of any constitutional provisionse.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 he Richmond upon Thames VoJunt8ry Fund 15 an nincorporated association wilh a-fru5t Deed as its overning docurn¢nt. here must be at least 7 trnstees. Apart from the first rustee5. every trustee rnust b¢ aptK)inted lor 4 )eArs concurrenl with the terrn of the Council of the London loiDugh of Richtnond on I'h3tnc51 by a re501ution i)f th¢ rUSe5 passed ai a spe¢i&l meeting. All current trusiees ill hold office llntil 6 weeks from the date of the next ocal election in Richmond upon l-hame5. Para 1.25 Additional information (optional) You aY eh005e io include further statrments Whe relevant about.. 50RP reference Policies and procedures adopted for the induction and training of trustees Para l.sl The charity'5 organi5ational structure and any wider network with which thc chaTity works Relationship with any related parties Para 1.51 Para 1.51 Other Charity Account5 templates-Trus*el annual report forthe period October 2016
5of8 Reference and Administrative details Charity name e Richmond upon Thame5 Voluntary J.'und Other name the charity use5 e Eknchmond Voluntary fund Registered charity number 1186870 Charity's principal address ivic Centre 4 York Street wickcnham WI 3BZ Names of the charity trustees who manage the charity Trustee name Offlce1Sf anyl Dates acted if not for whole year Name of person lor bodyl entitled to appoint trustse lif anyl Gillian Norton hair Robin BToWn reasurer Piers Allen ancy Baldwin chard Berett Penelope Frosi eth Roberts io li 12 13 14 15 16 17 18 19 20 Charity Accounts template5-TrusiEe< annual reporr forthe period October 2016
Official 6of8 Reference and Administrative details (cont) Corporate trustees - names of the directors at the date the report was approved Director name IA Name of trustees holding title to property belonging to the charity Dates acted if not for whole year Trustee name IA Charity Accounts templatÈs-Trustee< annual report forthe period October 2016
7of8 Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets held and how this falls within the custodian charity's objccts Detai15 of arrangements for safe custody and segregation of such 5els from tlie 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 Rea50n for non-disc10su of key personnel details Other optional information %, Charlty AtCDunts templates-Tru5tees' annual report forthp period October 2016
Officlal 8of8 Declarations The trustees declare that they have approved the trustee report above. Signed on behalf of the charit¢5 trustees SIgnatU(SI Full name{s) (2ooiN epffiKJW Position leg Se¢tary. Chair, etc) Date Charity Accounts templats$-Trustees' annual report forthe perlod October 2016