ortsmouth
ictoria
ursing
ssociation
CHARITY NUMBER 203311
Financial Statements and Annual Report
1st January - 31 St December 2021

Charity name
Portsmouth Vietoria NurSlDg Association
PVNA
Often known as
Charity commission registered
Number
203311
Section l.
Iwl And Administralive ￿fOrMation
For financial year beginning
And ending
l January 2021
31° December 2021
Charity's principal address
14 Clegg Road
Southsea
P04 9DQ
Charity's email address
pvna¢harity@gmail.com
Governing Document..
Schemes of I l December 1956, 22 May 1969 and 13 September 1979
Objects of the Charity..
To provide financial help to support those withxn ¢Jur community who
are in both medical and financiaE need in the area which strtches from
Petersfield to Titchfield and everywhere down to the Solent including
Fareham, Gospory Portsmouth, Havant and Hayling Island.
Specifi¢ investment powers..
The Trustees investment powers are now conferred by the Trustees Act
2011
Professional Advisers..
CCLA Investment Fund Management Ltd
Lloyds Bank PLC
Louisa Burton
Independent Examiner
Chartered Accountant
64 Union Road, Portsmouth, P03 6GF
PVNA 2021 AllTaual Retxxt

Section 2.
Trustees and Governance
Names of Trustees
P Beasley (Chair)
P Coonan
S Eardl -stiff
K Peake (Vice-chair)
S Hurhangee
Company Secretary
Greg Nugent.
TNstee gelection method
Trustees are appointed by resolution of the existing trustee body.
Trustees to serve for five years with an Option to renew.
Section 3.
Activities and Achievements
Charity's activities and achievements during the year
Committee Structure
The Committee is made up of the Trustees, up to three nursing
representstives. one frorn each
eogra
hical are& and the Com
any
Secreta
Refe￿alS are recuve
e Nurse Representatives
rom
District
urses Health Visitors. Sclool Nurses and other Community
Nurses. The dompany Secretary also receives referrals direct from
Social Services, Occu
ational Therapists and Citizen Advice personnel.
Each cas¢ is present
to the committee for consideration and the nurses
advise the Trustees on the medical, social. and financial aspects of each
referral. We said goodbye to J Cloud.
Referrals are made to asslst with the
urchase of m¢dica] equipmen(
furniture, electrical oods and spectal cfothing together with respite care
when needed for
amilies or individuals who have both a clearly
identifiable medical need and an obvious financial need. Requests are
refused if the NHS or other public funds should
rovide these items. A
srna]I number of requests for respite care in the
orni of nursery
laces
for children will be funded where there is special need. Referra
s will
also be considered for hel for healthcare professionals.
rovidin
special equipment not nornI￿rY provi
help
for course fees books an
the NHS This'discretionary assistance will be limited to either half the
course fee or £300. whichever is deemed appropriate by the trustees.
Recipients
Grants awarded this year have been given to provide domestsc
Epliances, beds. floonng, car seats, adapted furniture and specialist
Ild equipment together ￿th respite in the forni of nurse.ry pl8y
schemes. An increased number of extra-large specialist pushGhairs have
also been supplied this year.
Almost £25,000 ha8 been given in grants this year to recipients, a
increase on last year. Thts is due to the lessonin
of restrictions
previously caused by the pandemic and lockdown w
ich has allowed
referrers to visit client families more regularly.
Review of last year's aims
In line with our decision to avoid specific aims for 2021 due to the
effects of the pandemic and associated I￿k dovm. as a governing
committee we continued to meet online via Zoom. This allowed us to
ensure the working of our charity and to continue to assist our clients.
In addition, during this peri(x4 we developed a new tlexible ap
roach to
the submission of refe￿a]S to enable our professional r
errers to
communicate their requests in a MO￿ accommodating fashion.
PVNA 2021 At7nual Rewi

Investm¢nts
Income is 8enerated by investments in the Charities Official Investment
Funds divided between the Investment Fund Income units and the
Propety Fund. We previously maintained a healthy cash balance due to
the unctrtainty caused by the restrictions in the earl days of the
pandemic Due to increased confidence and stability in t
e rnarke￿ we
decided we were able to increase our investment with CCLA.
Aims for the next year
Due to the recent problems caused by the hi8hly infectious omicron
vanant, we contsnue to feel that it Is unrealistic to have specific aim%
We will endeavour to m￿ntaIn flexibility as a committee to react to any
challenges we m&y face due to any further effects of the pandemic.
Stttion 4
Polici
Reserves Policy
The financial policy of the Association is to maximise the income,
consistent the se¢unty of its assets. The Trustees wish to kee
balance between helptng recipients now and retaining eniJu8h capit
generate increasing income for the future.
to
Grant Making Policy
The Charity has Itmited funds but aims to provlde small, relief in need,
grants to help those in need of our assislance. It is always heart-warniing
to receive the thank you letters showjn
how the grants have hel ed the
families who have been referred to thetharity. In
light
the
challenges presented by the Covid pandemic, and the possible increased
number of referrals received, we ￿11 maintain the ability to increase or
decrease the
on the prevai
raTJt ¢eilin8 fffigure and number of grants made depending
In8 circumstances throughout the year.
Investment Selection Policy
All the charities funds are invested in the COtF Investment Funds under
the management of the CCLA. The majority of the funds are invested
In the Investment Fund Income Units, but a proportion has previously
been Invested In the Property Investment Fund. Cash sums are kept in
the Deposit Fund and on reachin
Trustee4 further units will only
sufficient levels, as decided by the
Fund due to the loss of liquidity in t
urchased In the main Investment
ePro
ontsnue to monitor closely the value of, an
rty Investment Fund. We
retum on, our investments
and are hopeful that our investment income will remain constant.
Risks and Risk Management
Risks to the working of the charity &re'.
l. The legal restrictions caused by the Covid crisis will make it
ditTicult for the trnstees to meet up in person.
2. Incomplete or incotTectly cornpleted refeffal fomis.
3. Recruiting new trustees may become more difficult due to the
retirement age constantly increasing.
PVNA 2021 Ammal Ret

Risk Management
l. For the foreseeable future, we will now meet online using the
Zoom video calling application. In the event of a relaxation of
these restrictions, we will endeavour to meet up in person when
possible.
2. The Company Secretary will liaise with the nurse iepresentatives
and other community refe￿S as how best to access fundin8 from
the Charity by completing the fornis accurately. Fornis will now be
submitted in advance of meetings to allow any uncertainty to be
queried beforehand.
3. The committee will cast a wider net than previously adopted and
embrare more creative ideas for recruitment.
PVNA 2021 A￿U8] Re

Section S
Signature and Declaration
Declaration
I declare in my capacity of Charity Trustee, that the trustees have approved the report above. and have
authonsed me to sign it on their behalf.
Signature
Full name Peter Beasley
Kathy Peake
Peter Beasley
Kathy Peake
Position
Chair
Vice- Chair
Date
7_6 111,
PVNA 2021 A￿LUa1 Rwt

CHARITY COMMISSION
FOR ENGLAND AND WAtES
Port%rmth Victoria Nursing AsS￿l￿tIon
Recei
tsand
ments accounts
CC16a
For the perlod
from
To
0110112￿21
31112r2￿2%
Section A Receipts and payments
Unre5tr1¢t•d
Restrlcted
nds
funds
toth• nwr•rt e ts th•Dwr••te
Endowment
funds
bJth•n•¥•¥lE ty)th* n•v•it£ toth•n•vHI£
Totsl fuTHIs
Al Recèl
COIF 1nvfysknerrtF￿d
COIF ￿QWrtYFUThd
COIF cw$ItFur
Bonklntsrast
cbDal￿n¥
Refund¥
47.0S7
14
ross
AR)
864
3.380
nts
770
¥770
18,n3
Nuiso$WèWBtg
Adminijtrntbon F￿9
Piofe3sr¢nal F•os
7,200
Sub total
31,970
31,970
28.783
A4 Asset and Investment
COIF Inv951rr*rt Fund
COIF ProFYrty FurKI
Sub total
71J70
71970
26,783
Ilet of receIP￿{payments)
A5 Transfers l)etwetn funds
A6 Cash furnls last ￿ar end
Cash funds this year end
17,316
17J16
28,597
21*48
21,948
39,2
CCXX Rl accounts ISS)

Section B Statement of assets and liabilities at the end of the period
Catègexles
Deta115
unre5tn.cted Restrleted
Iljnds
fi¥nd5
b) ne4rw£
to r*ar*51É
EndtrATment
funds
to n•w•#tÉ
81 Cash lunds
1.9
LI0￿$D￿￿)SrtacCoUnt
¢aF Cyts¥"ta¢ro
20.015
Total cash funds
21
14gr•• r•B&rts Bnd p)yr￿n
Unr•$trtct•d
funds
to nwr*¥i£
End1￿meTht
nds
to noJrMt£
Detalls
nd¥
to tWTeJt£
Detalls
lund to
COBI lopknall
Currnnt valu•
on
83 Inve8tm•nt a•wts
1.846,48
CCIF ProF•rty
Detalls
Fundto*hkh
a•tset b•lo
Ctsmtvalu•
B4 A880ts retslned for th•
charlty'• own u•0
Detalls
Fund to *l>i¢h
knowtduo
due
B5 LlabllltleB
ned byone truthe8
hallofall the Irust¢•s
&gnabJre
Print Nam8
Date of
roval
¢CXX R2 a¢4*￿￿8 ISSI

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Se¢tion A
Independent Examinerfs Report
Report to the trusteesl
members of
Portsmouth Victoria Nursing Associats'on
On a¢counts for tho
•nded
31 Decemb8r 2021
Charity no
(11 any)
203311
Set out on pagès
1-2 of CC16A
I report to the trustees on my 8xamination of the accounts of the above
Chanty ('the Trust.) for the year ended 3111212021.
Respon8ibilitles and
basis of report
As the charity's trustses, you arn rosponsible for the preparation of th8
8¢counts in accordance V￿th the requirement$ of the Charities Act 2011
(Ihe Acr).
I report in respect of my exa￿￿natiOn of the Trust's accounts carri6d out
und&r section 145 oflho 2011 Act and in carying out my examination, I
have followed all the applicable Directions given ty the Charlty Comm1881on
under section 145(5){bl of the Act.
Independent I have completed my examination. I conllm that no materi81 matters have
examlnerf8 Statement com& to my attention in connection Y•ryth the examination (other than that
dl8closed below ? which giv8$ me cause to b&lieve th81 in, any material
respect..
the accounting record8 wpre not kept in accordance with Section 130
of the Charities Act., or
the accounts did not accord wth the accounting record8,' or
the 8ccounts did not comply with the applicable requirements
conc6rning the form and content of accounts set out in the Charitie8
(Accounts and Reports) Regulations 2008 othér than any requirement
that thé accounts give a 'true and fail vi8wwhich is not a matter
considèred as part ofan independent examination.
I have no concems and have come across no other matters in connection
with the examination to ￿lch attention should be drawn in this report in
ordèr lo enable a proper undorslanding of the accounts to be reached.
Date:
Signed:
12 August 2022
Namo:
Louisa Burton
Relovant professional
quallfieation{s) or body
(If any):
ACA
Address..
64 Union Road, Portsmouth, P03 6GF
IER
Oct 2018