2025-01-31-accounts - The Richmond Upon Thames Voluntary Fund

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Official

Trustees’ annual report

for the period

Period start date 0 1 0 2 2 4 Period end date 3 1 0 1 2 5

Charity name The Richmond upon Thames Voluntary Fund[Charity No ] (if any)[ 1 1 8 6 8 7 0]

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 mainactvites in relaton to those purposesfor the publicbenefit, in particular, the activities, projectsorservices identified inthe accounts.	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 confirmingwhetherthe trustees have had regard to the guidance issued by the Charity Commissiononpublicbenefit	Para 1.18	The trustees are aware of the Charity Commission Guidance on Public Benefit.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grantmaking	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contributonmade by volunteers	Para 1.38
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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Achievements and Performance

	SORP reference
Summary of the main achievements of thecharity,identifying the differencethecharity’sworkhas made to thecircumstancesof its beneficiariesand anywider benefits tosocietyas 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 and H. The public appeal in 2024/5 raised a total of £89,732 (including gift aid) from donors in the fifth year of its existence, all of which is being distributed between three registered charities: Dose of Nature, The Daniel Spargo Mabbs Foundation and Skylarks for their invaluable work supporting children and young people in the London Borough of Richmond upon Thames. Additional to this, the Fund was privileged to receive a legacy donation of £173,901.66. No restrictions were placed by the donor on how to use the funds. Trustees are considering how best to use the funds to make an impactful contribution to support local children and young people.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Achievements againstobjectives set	Para 1.41
Performanceof fundraising actvites againstobjectives set	Para 1.41
Investmentperformanceagainst objectives	Para 1.41
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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Financial Review

	SORP reference
Reviewof thecharity’s financial positon at the end of the period	Para 1.21	At the end of the period the Cash Fund available was £209,791, which is pledged to be donated to the chosen charities in due course.
Statement explaining the policy forholdingreservesstatingwhy they are held	Para 1.22	The reserves 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
Explanatonof any uncertaintes about the charity contnuing as agoingconcern	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
Adescriptonof theprincipalrisks facing the charity	Para 1.46
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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Structure, Governance and Management

Description of charity’strusts:	SORP reference
Typeof governing document (trust deed,royalcharter)	Para 1.25	Trust deed
How isthecharityconstituted? (e.gunincorporated association, CIO)	Para 1.25	The Richmond upon Thames Voluntary Fund is an unincorporated association with a Trust Deed as its governing document.
Trusteeselecton methods including details of any constitutonal provisions e.g. electon to post or name of any person or body entitled to appoint one or	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 current trustees will hold office until 6 weeks from the date of the next local election in Richmond upon Thames.

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’sorganisatonal structureand anywidernetwork with whichthecharity works	Para 1.51
Relationship withanyrelated parties	Para 1.51
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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Reference and Administrative details

Charity name The Richmond upon Thames Voluntary Fund Other name the charity uses The Richmond Voluntary Fund Registered charity number 1186870 Charity’s principal address Civic Centre 44 York Street Twickenham TW1 3BZ

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trusteename	Offce (ifany)	Dates acted if notfor wholeyear	Name of person(or body) enttled toappoint trustee (ifany)
	Gillian Norton	Chair
	Robin Brown	Treasurer
	Piers Allen
	Nancy Baldwin
	Richard Bennett
	Penelope Frost
	Gareth Roberts

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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Reference and Administrative details (cont)

Corporate trustees – names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trusteename	Dates acted if not forwhole year
N/A

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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Funds held as custodian trustees on behalf of others

Description of the assets held in this N/A 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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Official

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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)

Chair Position (eg Secretary, Chair, etc)

Date 21.11.2025

Charity Accounts templates – Trustees’ annual report for the period

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 01/02/2024 31/01/2025

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Restricted funds to the nearest £ 259,162 4,473 - - - - - - 263,634 - - - 263,634 87,548 33 1,194 - - - - - - 88,775 - - - 88,775 174,860 - 34,931 209,791	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 259,162 4,473 - - - - - - 263,634 - - - 263,634 87,548 33 1,194 - - - - - - 88,775 - - - 88,775 174,860	Last year to the nearest £
Donations	-				-
Gift Aid	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	-				-

A2 Asset and investment sales, (see table).
	-
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*Sub total*	-				-
*Total receipts* A3 Payments
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Donationspaid	-				-
Bank and other charges	-				-
Admin Costs	-				-
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**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*
					-

	-	174,860	-	174,860	-
	-	-	-	-	-
	-	34,931	-	34,931	-
	-	209,791	-	209,791	-

13/11/2025

CCXX R1 accounts (SS)

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 £ - 209,791 - - - - - 209,791 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	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
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			-
			-
			-
			-
			Current value (optional)
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			When due (optional)






			Date of approval

13/11/2025

CCXX R2 accounts (SS)

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Charity Name The Richmond Upon Thames Voluntary Fund	Charity Name The Richmond Upon Thames Voluntary Fund	Charity Name The Richmond Upon Thames Voluntary Fund

31/01/2025	Charity no (if any)	1186870

See attached (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended31/01/2025. As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:		24/11/2025

	Andrew Hamilton

	Institute of Internal Auditors

	Cheriton
	Pine Close, Kenley
	CR85HX

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

N/A

IER