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 2 of 8 ## 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 3 of 8 ## 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 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.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 5 of 8 ## 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 6 of 8 ## 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 7 of 8 ## 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 8 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) 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**|**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).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_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_**||||||| |||||||**-**| |||||||| ||**-**|**174,860**|**-**|**174,860**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**-**|**34,931**|**-**|**34,931**||**-**| ||**-**|**209,791**|**-**|**209,791**||**-**| 13/11/2025 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 £**
**-**
**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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| 13/11/2025 CCXX R2 accounts (SS) 2 **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**
**Responsibilities and**
**basis of report**
**Independent**
**examiner's statement**|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 ended**31/01/2025**.
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|| 1 **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 2 **IER**