The Erl¢ W. V6•¢ent TTY5t FuDd Regi%tered Charity tto. 21M843 Trustee Report #od Accounts for the yur ettdtd 31 March 2(125
The Erlc W. VlnceDt Trnst Fund Accounts for the year ended 31 Mirch 2025 Contents PAgc Trustee Report LD¢ome Expe¢5 Awount St&tement of Ass¢l$ And Liabilitses Notes to the aecounis Ind¢pendent Exkminer's Report
The Eric W ViDcent Trust Registered Charity No, 204843 Charity Principal Address.. PO Box 17146 Halesowen B62 2LF Trustees, Report for tbe year ended 31 Mareh 2025 The trustees present their Annual Report for the year ended 31 March 2025 und¢r the Charities Act 2011, together with the accounts for the ye. Trustees: The trustees who held office during the year were as follows: Mrs. D Williams (Chairman) Mr S G Perry (Deputy chaIrn- Finance) MrA Henshaw (Deputy Cl]aimian- Technology) Mrs B H Hill (Deputy Chainnan- GrarAts) MrAR Birch Mrs M M England Mrs M J Harding Mrs M Benjamin Mrs R AIlmark (Appointed 15 May 2024) Mr A Forster (Appointed 15 May 2024. resigned 15 January 2025) Struelure, Governance and ManagemeDt: The charity was established by a trust deed on 22 May 1954. The charity is governed by trustees, who forn]ulate th¢ strategy and policies. None of the trustees receives payment for his or her services. Day-to-day matters are carried out by a paid Clerk to the Tntee$. the trust's sole employee. Objects and Activities: The trustees have discretion to apply the income for the benefit, prefement, assistance or advancement of religious. educational, cultural or other charitable objects, including the benefit and welfare of all age groups where need exists. All activlties during the year were in making grants available to institutions for their work on projects to benefit the community or to institutions for the welfare and benefit of individuals. Publi¢ Benefit ststem¢nt: The charity trustees are satisfied that they have compli¢d with their duty to have due regd to the guidance on public benefit published by the Charity Commission in exercising their w)wers and duties. Sixty-three applications from orgawsations were received. of which eight were rejected. Fify- three grants were awarded 8nd two were def¢ed during the March meeting (the trustees required further InfonTtIOn) so will appear in the statistics for the next year. Eighi grants were awarded to
indi)'idiiiil%. Oll¥* l)r ii'liich li'% ItsiLr rLilumLd by sponsoring orgtinization. Tli¢ total sum award¢d ill brnnt% iiTLS £40.4.59.47. (£ir4.4?6,50 10 orgwiisalions und £103? 97 to individuols). Duri11 die i'eur Ilie Clerk io tlie Truslees ivtL8 uble lo establish an individual personal contact within e,Trih ol" di¢ niiisl IrLyULni sponsoring bodies ot" individua15. The applications (e DOW submitted by Ihe%e indkK'idiialq and the birES are alded viu tlieni. which has made the process simpler and quicker 10 OPt-nitL. SO tliut thL aivords reach the needy persons niore quickly. Other InforniAtIon: Tii'o nL'li' trustLYè+ Ii'erL uppointed at th¢ nieeting on 15 Moy 2024. and were wam]ly welcomed. Unforiunalel), oiie ot" tlieni found il necessary to resign in January 2025 bul by the end of the year a Possible Theii, tNstee Iiud coine t"ornvurd, ii,Iio will be invited to attend a meeting early in the next finuncial yellr. The trustees continued to hold their regular meetings in May, July, September, November, January and March. Their nornial nieeting place continued to be Danie Elizabeth Hall, Firbank Close, Birniinghani B30 IUA. The truslees continued to revisit and revise their policies ]d procedures. Re5erve8: It is the policy of the Charity to maintain unrestricted funds, which a the free reserves of the Charity. at a level which equates approximately to one year's unrestricted expenditure. These reserves provide sufficient funds to cover managemenL administration and support costs as well as enabling the trustees to respond to emergency applications for grants which arise from tinie to time. Sygned and approved on behalf of the Trust¢e$ Mrs D Williams, Chainnan Mr S Perry Date: Ib, J{ ID25
lor iht ) tAI tTrilrJ .1 I IIAr¢h 2034 1014 1•14 ID14 'ro11 ftdi ¢11 lrtir41nieni Irthime. IDtrni . Inirre C"tsh lkn¥i 1.7.$1 J,i!J .16b 57.07 Ibl 111 17.2t14 6.1 Lewie JY,444 (iia]IEs Ila!Trblr IOT indiiiththlb ItM7Le 11 fJrnnts14ymbl¢ f41r iibbrurionb 11 I,oii 141.427 4U.400 141.4: 4U.4bO l)Iinlvliii NlJnu¥riiicni Fe¢% C'luk'& I:.u t%.¥ll¢J 7,170 lTrnnLillb, l)osio¥¢. )laLJvncri suDdrl¢s 19: Uiililit% Allom'ince 7.040 Ib¥ l)DnL L IIuTV% ubsiripiion$ ,47 I'oi•J Hesree5 Expeod¢d $7.Wll Ni41 lo¢onilng (Ou¢%olng) RtS0Uts for ihe itar IN?4ts1 107bi niA (hero ReI$L Unrr&listd 0,7".6 {:.b:01 47.9f6 JQ770 12.-VJ) 9ts.976 .4Jl 47.y46 N'¢1 Sutplu> (DtlLClfl RtseTh"ts BThiughi FK)ThIXfd Rtstn¢s Cxrrl¢d 14orn•nl jt,949 39.710 I,QOS,036 1.944.?46 93.755 1.905 01
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Independent Ex8Jrthier's Report to the The Lrlew. Vlncettt Tnsjt Fund (rtEiSt¢red cbllrlty 204843) OTh tho 8¢cDllnts for the ytsT ellded 31 M•Tch 2025 sot out OD pages 3 to 5 Regpettlve Ruponslbllldex fyfTnllteeJ the ExAmlDer The cbwity's are p]ble for the prq)oJution ofthc accounts. The ehwity's tnJst¢¢5 coThgiderthatan audit is not reqwred for this year (ullder section 144 (2) of th¢ Clwiti¢s Act 2011 (the Act)) and thBt #n indcpend¢nt arnitiatioll 15 needed. It is our spOnSi7)i11ty to.. examltiethea0Urtts (undcrgKtion 145 ofthe Att). to followtheprocedur¢sl8id downtn thegerml directioJJs8ivenbythe CbarityCorntrLisSiQU(und¢rstion 145(51(b) orth¢ Aci to stsie wheth¢r PArticu]srrn¥tters luve to ¢)ur &ttenfio of Jndeprnd¢Dt Exatihiners Statement All¢xaminBtioninGlud¢5areviewof thp actountiugrecorda kq)tbythecharityand8 comparisooof the accounts pre5ent¢dwith those records. It a]so includc5 coDsÉdcTatioD of any unusual It¢ll or disclosw¢s in the a¢¢ow)ts and s¢d2ng expi4Tt8ttons frm the tnjsiees C4wrni any such Tnatt¢ts. fv prO¢eth8 ulldertthll do not provide all the cvideDce tt1 w0d b¢required in 8udit andthEr¢for¢ we do not ¢xpress an audit Opintiin rAJ the awnuThts &$ towheth¢rthe arcouFtts show &knie aThd ftiirwxew. The wort is litllitto thosematters set out irt the &t&t¢sn¢Dtb¢low. llllttpendellt FJ2nthier>J Statement JD th¢ COUEse of our exEminatiw no m&tterh&8 come to our teDtio i) vAJioh gives w re820n¢ to believe. that in 2ny material res¢4 th¢ trust¢¢5 h4v¢ mBtth proper accouThtiDSTecordy att kept {iD aCCordaee wtth section 130 of the Act) and gccounts sre prepared vAJicb agree with the a¢c¢)Jllling records alld ¢omply with the a¢¢ounti8 requiranents of the ul whith in Opinio attenlion should bt drnwn iti orthrto ¢ttable a prwuttd¢rstanditigof the aceour to be re8¢hed. K*tberlne JoD¢s ID6tithte of Ch8rteredA¢couotsllts kn KngJ8nd & WAle Cutttr & Cty Lttl 140 N¢w Road A3¢oD Fleld$ Brom8grov Wores. B6Q 2LE Date: