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2022-10-31-accounts

Trustees’ Annual Report for the period

From 1 November 2021 to 31 October 2022

Charity name: Research and Development Forum

Charity registration number: 1189876

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 Providing education and learning in
research and development for
professionals and the public in the health
and social care community in England,
Scotland, Wales, and Northern Ireland.
This will have public benefit in improving
the quality and effectiveness of health and
social care research.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 Due to the pandemic planned activities
were suspended as organised events were
either not permitted or unlikely to be
attended by health and social care
professionals or the public.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees have regard to the guidance
issued by the Charity Commission on
public benefit. Planned activities will help to
improve the quality of health and care
research and the involvement of patients,
service users and the public in research.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment N/A Para 1.38 Contribution made by volunteers

N/A Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 A scaled back events and ongoing
engagement with health and social care
research staff took place during the period
covered by this report. The charity was
unable to proceed with plans due to the
ongoing pandemic.

Additional information (optional)

You may choose to include further statements where relevant about:


Achievements against
objectives set
Para 1.41
N/A
Performance of fundraising
activities against objectives
set		 Para 1.41 Fundraising will normally be from the
surplus realised from providing relevant
events. This has not been possible during
the Covid19 pandemic.
Investment performance
against objectives		 Para 1.41 N/A
Other N/A

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 An award was provided to support the
Charity to cover potential financial risks
during the pandemic and is held as a
reserve.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 As a new Charity there had not been an
opportunity to build reserves before the
pandemic hit. In the future the intention is to
hold reserves to cover
unexpected/substantial disruption to
activities.
Amount of reserves held Para 1.22 £69,931
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a
going concern		 Para 1.23 Training and other relevant events have
been well attended in the past and the
events planned for 2022 and into 2023
means income will start to flow through in
Q4 2022/Q1 2023.

Additional information (optional)

You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Training events, Symposia, Workshops,
and an annual conference planned to
restart in Q4 2022/Q1 2023.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 N/A
A description of the principal
risks facing the charity		 Para 1.46 Events planned during late 2022 and into
2023 may not realise funds anticipated.
Other N/A

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Research and Development Forum
Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO
Trustee selection 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 It is intended to increase the number of
Trustees when disruption due to Covid19
reduces. Members of the community will be
invited to express interest. Initially current
Trustees will seek to identify potential
Trustees to provide a Board with a broad
range of skills and expertise.

Additional information (optional)

You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
New Trustees will be directed to the:
•
Charity Commission’s ‘Roles and
Responsibilities of Trustees’
guidance
•
Constitution
•
Trustees Annual Report and
Financial Statements
•
Minutes of the Trustees meetings
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 N/A
Relationship with any
related parties		 Para 1.51 N/A
Other

Reference and Administrative details

Charity name Research and Development Forum
Other name the charity uses
Registered charity number 1189876
Charity’s principal address 22 The Crescent
Ponteland
Newcastle upon Tyne
NE20 9AL

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		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
Maria Palmer Chair
Shona Haining Secretary
Nicola Williams Treasurer
Angela Topping

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

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 Name Address adviser

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

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Nicola Williams

Position (eg Secretary, Treasurer Chair, etc)

Date

17 July 2023

Charity Name No (if any) Research and Development Forum 1189876 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1-Nov-21 31-Oct-22

Section A Receipts and payments

A1 Receipts
PA Consultingaward
70,000
-
-
-
-
-
-
-
70,000
-
-
Sub total -
Total receipts 70,000
A3 Payments
Card fees
69
-
-
-
-
-
-
-
-
Sub total 69
-
-
Sub total -
Total payments 69
Net of receipts/(payments) 69,931
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end 69,931
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
70,000
-
-
-
-
-
-
-
70,000
-
-
-
70,000
69
-
-
-
-
-
-
-
-
69
-
-
-
69
69,931
-
-
69,931		 Last year
to the nearest £
- 70,000 -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- 70,000 -
- -
- - -
- - -
- 70,000 -
- 69 -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- 69 -
- -
- -
- - -
- 69 -
- - 69,931 -
- - - -
- - - -
- - 69,931 -
Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
69,931
-
-
-
-
-
69,931
-
OK
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
Nicola Williams
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Nicola Williams 7/17/2023

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

Research and Development Forum

On accounts for the year ended

2022

Charity no (if any)

1189876

Set out on pages

(remember to include the page numbers of additional sheets)

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 09 / 2022 .

As the charity trustees of the Trust, 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.

Signed:

Date:

7[th] August 2023

Name:

Helen Hodgson

October 2018

1

IER

Relevant professional qualification(s) or body (if any):

Address:

21 Rhodfar Morwydd, Penarth, CF64 2UD

Section B Disclosure

Only complete if the examiner needs to highlight 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

October 2018

2

IER