## **Trustees' Annual Report for the period** Period start date Period end date **01 04 2020 31 03 2021 From To** ## Section A Reference and administration details **Charity name** The F�a�cia�� T���� f�� Di�abled S��de��� **Other names charity is known by Registered charity number (if any)** 288455 **Charity's principal address** University of Portsmouth University House, Winston Churchill Avenue PORTSMOUTH **Postcode PO1 2UP** The F�a�cia�� T���� f�� Di�abled S��de��� **Registered charity number (if any)** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**| |---|---|---|---|---| ||Graham Galbraith|||| ||Shelagh Legrave|||| ||Debbie Lavin|||| ||Julia Katherine|||| ||Simon Barrable|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **De�c�ip�ion of �he cha�i���� ������** Trust Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Ex-officio or appointed Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** Trustees are appointed at meetings of the trustees. Trustees are the You **may choose** to include principals of colleges in Portsmouth area, the Vice Chancellor of the additional information, where University of Portsmouth, and nominees of Hampshire County Council (1), relevant, about: and Portsmouth City Council (1). � policies and procedures adopted for the induction and training of trustees; - the cha�i���� organisational structure and any wider network with which the charity works; - relationship with any related parties; - t ����ee�� c���ide�a�i�� �f major risks and the system and procedures to manage them. ## **Section C Objectives and activities** To benefit disabled persons and in particular disabled students. **Summary of the objects of the charity set out in its governing document** March **2012** **TAR** 2 The Trust supports investments and equipment purchases made by FE colleges and the University of Portsmouth, with the aim of giving maximum benefit for disabled students. The Trust also responds to individual needs of students through grant applications. The T����ee� ha�e had d�e �ega�d �� �he Cha�i�� C���i��i���� ��blic benefit guidance when exercising any duties to which the guidance is relevant. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** Grants are given to institutions, so that there is more potential of benefiting a greater number of disabled students, and more opportunity to partake in bigger projects, whilst enabling responses to be made to individual applications. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance A distribution of £4,000 each was given to each institution to use on **Summary of the main** benefitting disabled students. **achievements of the charity during the year** March **2012** **TAR** 4 ## **Section E Financial review** Aiming for a base reserve of £350,000. **Brief statement of the** **cha�i���� polic� on �e�e��e�** **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the chari ���� ��i�ci�al sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. Approximately £685,000 is invested in Fixed Interest and Ethical Investment Funds as at 31 March 2021. The investment policy applied to the latter Fund includes restrictions in the following areas: - Fossil fuel extraction - Armaments - Tobacco - Alcohol - Adult entertainment - Gambling - Animal testing of cosmetics The funds are open to investment risks of a downturn in the equity market, however the intended investment strategy for the portfolio is low risk. ## **Section F Other optional information** ## **Section G Declaration** **The �����ee� decla�e �ha� �he� ha�e app�o�ed �he �����ee�� �epo�� abo�e.** ## **Signed on behalf of �he cha�i���� �����ee�** **Signature(s)** **Full name(s)** Professor Graham Galbraith **Position (eg Secretary, Chair,** Chair **etc) Date** 13 December 2021 March **2012** **TAR** 5 CHARITY COMMISSION FOR ENGLAND AND WALE5 Chailty Name Tho Francla Trustfor Dlsablod Stud•nts No Ilf anyl 288455 Receipts and payments accounts CC16a For the period from Period start date Pertod end dat8 3110312021 To 0110412020 Section A Receipts and payments Unrostricted funds Restricted funds Endowment funds Total funds Last year to th6 n8aro8t to the nearesi£ to thÈ nearÈsl£ to th8 n8ar88t£ tv the neats¥t e A1 ReceTpts In￿me from Cash BaLqnces Dlvklend5 frorn EqUI￿e5 InfTras? in Value of Inv8slm8nts 37 21.207 80.916 37 21207 80916 214 20.915 Sub total(Gros8 income for AR) 102,180 102.160 21,129 A2 Asset and Investment sales, (see tsble}. Sub total 101160 102,160 21.129 A3 Payments Jlocatton8 to Educalonal InstltutEons Decrease in Value of Investrnents 20.000 20,000 20.000 12.065 Sub total 20.000 20,000 065 A4 Asset and invostment purchases. {gee table} Sub total Totalpayments 20.000 20,000 32,065 Net of recelptsl{payments) A5 Transfers botween funds A6 Cash funds last year end Cash funds this year end 82.160 82.160 10,936 831.862 714,022 631,862 714022 642,798 631.862 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to noarest£ Restricted funds to nparest£ Endowrnent funds Catggories Details to n8arest£ B1 Cash funds EqutylFixed Intere5tFurvJs atvalue 714022 CCXX R1 acxounts {SS) Total cash funds 714,022 l8greebaigrw￿1hrycdm38r￿ pawnents 'OK Unrostrlcted funds Re5trlcted funds to nearest£ Endowment funds Dotalls to n8arest£ to n8ar8St£ B2 Other monetary assets Fund t¢4whlch ass8t bolon Current valuo ona Detalls Cos1 ltsptlona - z•#a Fund to vthlch assot boron Currentvalue lon81 Details ¢08t{optlonal1 B4 Assets retalned for the charltys own use Fund towhich r8latO8 Amount duo When due ono Details B5 Uabllltles Signed by one or tsvo trustse8 on t*half of all th& trusto&s Slgnature Prfnt Name Date of Graham Galbrallh 1311212021 Paul Head CCXX R2 a￿UnIS (SS) CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Gh8rlty Name The Francia's Trust for Disabled Students On accounts for th8 yoar ended 3151 March 2021 Charlty no (if any) 288455 Set out on pages 1and2 (remember to indude Y)e page numbgrs of athit1￿al sheets) I report to the trustees on my examination of tha accounts of the above charity ("the Trust.) for the year ended 31103 12021. Responsibilities and As the charlty truste8s of th8 Trust, you are responsible for the preparation basis of report of the accounts In accordance with the requirements of the Charities Act 2011 (Ihe A¢r). I report in respect of my examination of the Trusfs 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 Charlty Commission under section 145(5)(b) of the Act. I have completed my examinallon. l Confimi that no material matters have come to my attention (other than that disclosed below ') in connection with the examination which gives tne cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the a¢¢ounts do not a¢¢ord with the accounting records Independent examiner's statement I have no wnGems and have Gome across no othér 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. elete the words in the brackets rfthey do not apply. Date: Name: PAUL HEAD Relevant professional qualif1&2tion(s) or body (if any): CIiART6REO I￿GrIT￿￿ OF rnAfvR&&-NEfvT +fLoDfyTJ 01a0 Address: g sT￿sE)[N Ar] fèJ* IER 'October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of con￿rn (see CC32, Independent examination of charity accounts: directions and guidan￿ for examiners). Glve here brlef detalls of any items that the examiner wishes to disclose. IER October 2018