2022-04-05-accounts

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VWV Charitable Trust Report of the Trustees and Financial Statement For the period 6 April 2021 to 5 April 2022

Charity Registration Number 298217 Narrow Quay House, Narrow Quay, Bristol, BS1 4QA

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VWV Charitable Trust


Contents for the Financial Statements	Page
Charity Information	3
Trustee's Annual Report	4
Statement of Financial Activities	5
Balance Sheet	6
Notes to the Financial Statements	7
Independent Examiner's Report	9

Veale Wasbrough Vizards

VWV Charitable Trust

Charity information as at 5 April 2022

Trustees:

Jos Moule (Chair)
Katie Hickman
Laura Seaman
Kathryn Halliday
Simon Linnitt

Address: Narrow Quay House,

Narrow Quay Bristol

BS1 4QA

Charity Number: 298217

Veale Wasbrough Vizards

VWV Charitable Trust

Trustees' Annual Report

For the period 6 April 2021 to 5 April 2022

The trustees present their annual report and financial statements of the charity for the period from 5 April 2021 to 4 April 2022 and confirm they comply with the requirements of the Charities Act 2011, the trust deed and the Charities SORP.

1 Structure, Governance and Management

1.1 Type of Governing Document: Trust Deed dated 27 November 1987 as varied from time to time (most recently by a Deed of Variation dated 1 August 2017)
1.2 Type of Charity: Unincorporated Charity
1.3 Trustee selection methods: Trustees are appointed by the LLP to be a Trustee of the Trust and it has a Trustee representing each office location.
1.4 The Trustees meet quarterly to consider any application received from staff and external applications as well as any strategic donations they wish to make. They are supported by Sarah Outram and Alice Stephens-Mayor.
1.5 The charity has policies in place which are relevant to its grant making function.
1.6 All Trustees and administrators give their time voluntarily and received no remuneration or other benefits.

2 Objects and Activities

2.1 The VWV Charitable Trust is a grant making charity which supports appeals for funding from charities in and around areas local to the VWV offices.
2.2 The Trustees consider that the activities which are summarised below, provide a benefit both to VWV and to the wider community:
2.2.1 Support of the VWV Charity of the Year. In the period April 2021 to April 2022, this was The Princes' Trust across the whole firm. There was a range of initiatives carried out by the LLP which included participation in the Future Steps Challenge. The Charity contributed towards each teams' efforts;
2.2.2 Support of staff related fundraising. This has included staff and friends who have run marathons; cycled to Bordeaux; the squat challenge; taken part in the Legal Walk (in Birmingham, Bristol and London) and abseiling;
2.2.3 Grants to charities local to VWV offices who have contacted the charity for support;
2.2.4 Donations to Worldwide appeals
2.2.5 Donation to FareShare in support of their foodbank programme.
This report was approved by the Board of Trustees and signed by

Jos Moule, Chair

Veale Wasbrough Vizards

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23 June 2023 ��

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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF VWV CHARITABLE TRUST

I report to the charity’s trustees on my examination of the accounts of VWV Charitable Trust for the period ended 05 April 2022.

Respective responsibilities of trustees and examiner

The charity’s trustees consider that an audit is not required for this year (under section 43(2) of the Charities Act 1993 (the Act), as amended by s.145 of the Charities Act 2011) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under the company law and is eligible for independent examination; it is my responsibility to:

Examine the accounts (under section 145 of the 2011 Act),
To follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) Act), and
To state whether particular matters have come to my attention.

Basis of independent examiner’s report

My examination was carried out in accordance with General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required by audit, and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In the course of my examination, no matter has come to my attention:

(1) which gives me reasonable 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.
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Michael Grant

Linden Accountants, Scrapstore House, 21 Sevier Street, St Werburghs, Bristol, BS2 9LB

LAL Lffv Michael Grant Date..........24 May2023.....................

VWV Charitable Trust

VWV Charitable Trust

Trustees:

VWV Charitable Trust

Trustees' Annual Report

For the period 6 April 2021 to 5 April 2022

1 Structure, Governance and Management

2 Objects and Activities

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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF VWV CHARITABLE TRUST

Respective responsibilities of trustees and examiner

Basis of independent examiner’s report

Independent examiner’s statement

Michael Grant

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