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