2024-12-31-accounts - Uddiyana Trust

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

UDDIYANA TRUST

17 OCTOBER 2025

UST AGM MINUTES

AGM FOR UDDIYANA TRUST (WORKING NAME: URGYEN SANGHARAKSHITA TRUST) - YEAR ENDING 31 DECEMBER 2024 Held on Friday 17 October 2025 at 14.00

Members present:

Andrew Goodman (Mahamati) Damon Peterson (Paramartha) (Chair) Garry Pierpoint (Mokshapriya) Hana Dilley (Prajnanita)

Invited:

Visarada (Book keeper)

All members were informed of AGM.

1. MINUTES OF PREVIOUS MEETING

The minutes of the AGM for 2024 were passed as correct.

2. CHAIR’S REPORT

This report covers our sixth full year of operation since the death of Sangharakshita on 30 October 2018. During this period the Trust continued its refocus on preserving and sharing the legacy of Urgyen Sangharakshita’s life and teachings. Here were some of our key activities:

[We continued to add images to the Triratna Picture Library, which is becoming a ] valuable visual archive of Sangharakshita’s life and Triratna’s first 50 years.
[The Triratna Video Library also grew, with volunteers continuing to add subtitles in ] nine different languages. In the autumn 2024 two new videos were released: 'A few words' From Sangharakshita on his 80th Birthday’ and ‘Sangharakshita Launches 'The Buddhist Vision’. The digitisation and databasing of our video archive of 3,000 tapes was completed. A second server was bought and ensured a back-up of all video archive material. Once an archival system is introduced for the Trust the video archive will be added to that system for future access.

UST AGM MINUTES

[We continued to develop sangharakshita.org as a portal to his life and teachings. ]
[We maintained our funding of the editing and publication of Sangharakshita’s ] Complete Works. The final volumes, including an extraordinary Concordance, was published in the autumn of 2024.
[We continued to support Suryaprabha’s film work through promotion and looking ] after the Lights In The Sky website.
[We helped plan the celebrations for Sangharakshita’s 100th birth anniversary with ] other Triratna key players and created a special logo and strap line.
[We introduced a donor management system which dovetails with our financial ] systems.
[We initiated an investigation into archival systems and possible grant funding in ] order to prepare for the archiving of Sangharakshita’s documents (letters, papers, diaries etc).
[Two Urgyen House video blogs were produced in 2024. ‘William Blake’ was released ] in May and ‘With Hands Folded in Reverence’ was released in November.

This year the Trust saw some changes in personnel and roles. Up until mid October this work was very effectively led and overseen by our Director Prajnaketu, working three days a week. He was helped by Mokshapriya (Urgyen House and Media Archiving), Suryanaga (Communications and Design), Visarada (Finance Manager), and Shantavira (Donor Care and Admin). Mokshapriya took over the role of Director and I accepted the position of Chair taking over from Amalavajra who had to step down as our much appreciated Chair and Trustee due to other commitments. Suryanaga also stepped down from his part-time role looking after web design and fundraising. Thank you all.

None of our work would have been possible without the generosity of our donors to whom we remain very grateful. The Trust also works closely with our institutional partners, FutureDharma Fund, Windhorse Publications, Dharmachakra, Adhisthana, and many Buddhist centres, all of whom have contributed considerably to meeting our objectives.

Finally, I would like to thank the Trustees and the Literary Executors for giving their time freely and for fulfilling their responsibilities with due diligence.

Dharmachari Paramartha

Chairman, The Uddiyana Trust (Urgyen Sangharakshita Trust) 17 October 2025

UST AGM MINUTES

3. TREASURER’S REPORT

The Treasurer presented the accounts for the year ended 31st December 2024, which are reported on by Annemie Philips, our independent examiner. The Trustees accepted the accounts and a copy will be forwarded to the Charity Commission.

4. REVIEW OF MEMBERSHIP

The following wish to continue as members of The Uddiyana Trust: Terence Pilchick (Nagabodhi), Alexander Kennedy (Subhuti), Andrew Goodman (Mahamati), Raymond Fricker (Sona), Ian Waddell (Dhammarati), Christina Robertson (Dayanandi), Colin Warren (Surata), Richard Hutton (Padmavajra), Robin Collett (Cittapala), Damon Peterson (Paramartha), Hugh Evans (Buddhadasa), Matthew Webb (Amalavajra), Alison Wray (Punyamala), Garry Pierpoint (Mokshapriya) and Hana Dilley (Prajnanita).

5. PROPOSAL OF TRUSTEES

The following persons were proposed and accepted as Trustees: Garry Pierpoint (Mokshapriya) (proposed by Prajnanita and seconded by Mahamati) Damon Peterson (Paramartha) (proposed by Mahamati and seconded by Mokshapriya) Hana Dilley (Prajnanita) (proposed by Mokshapriya and seconded by Paramartha) Andrew Goodman (Mahamati) (proposed by Paramartha and seconded by Prajnanita)

The Uddiyana Trust

Annual Accounts 2024 Balance Sheet

Fixed Assets Current Assets Cash Debtors Total Assets Liabilities Current Liabilities Total Liabilities Total Net Assets Represented by General Accumulated Fund Restricted Funds Total Funds	2024 £ 322,042 58,132 0 380,173 2,624 2,624 377,549 362,307 15,241 377,547	2023 Notes £ 322,042 1 56,723 2 3,578 3 382,343 2,976 4 2,976 379,367 358,103 21,100 379,203

The Uddiyana Trust Notes to the 2024 Balance Sheet

1. Fixed Assets Display cabinets Artefacts and Library Computer hardware Total fixed assets	2024 £ 0 314,400 7,642 322,042	2023 £ 1,368 314,400 6,111 321,879

Sangharakshita donated all his books and artefacts to the Charity by a letter to the Trustees dated 25th May 2005. These were valued by the Insurance company at £314,400 which is the figure included in the balance sheet. Depreciation is not applied to these assets.

2. Bank balances Co-op current accounts COIF support PayPal Stripe Total cash at bank 3. Debtors Gift Aid due on donations for prior year Work owed by supplier 4. Current Liabilities Accrued expenses - Office rent 2022 and 2023 - Independent examiner fee for this years accounts - Supplier labour and expenses Overclaimed gift aid due for repayment Payroll liabilities	2024 £ 20,655 36,737 640 100 58,132 0 0 0 0 200 1,649 812 -37 2,624	2023 £ 21,137 34,917 669 56,723 2,619 959 3,578 1,840 200 936 2,976

The Uddiyana Trust

2024 Depreciation schedule

Depreciation is calculated at 25% of cost Cost Accumulated depreciation to 2023 Charge for the year Net book value	Total Artefacts Display cabinets Computer hardware 331,833 314,400 5,208 12,225 5,877 0 3,840 2,037 3,915 0 1,368 2,547 322,042 314,400 0 7,642

The Uddiyana Trust

Statement of Financial Activities 2024

INCOMING RESOURCES Earned income Gifts and donations Bank Interest Gift Aid tax Grants Other Income TOTAL INCOMING RESOURCES RESOURCES EXPENDED Charitable Expenditure Direct Charitable Expenditure Total Charitable Expenditure Charity Administration General Overheads Total Administrative Expenditure TOTAL RESOURCES EXPENDED NET INCOME/EXPENDITURE Reconciliation of funds Balance brought forward Transfers between funds Balance carried forward	General Funds Restricted £ £ 1,716 0 63,876 2,321 1,820 0 4,552 0 10,000 0 703 0 82,666 2,321 47,714 8,180 47,714 8,180 30,748 30,748 78,462 8,180 4,204 -5,860 358,103 21,100 0 0 362,307 15,241	2024 1,716 66,196 1,820 4,552 10,000 703 84,986 55,894 55,894 30,748 30,748 86,642 -1,656 379,203 0 377,547	2023 Notes 1,538 39,918 2,097 5,516 11,500 6 4,281 7 64,850 68,779 68,779 26,403 26,403 95,182 -30,332 409,535 0 379,203

The Uddiyana Trust

2024 Statement of Financial Activities - Expenditure Detail

Year ended 31 December 2024 Charitable Expenditure General Fund Urgyen House Literary Executors Sangharakshita Complete Works Other project delivery Restricted Funds Triratna Picture Library Triratna Video Library General Administrative Expenditure Bank Charges Accounting fees Insurance Software Websites Meetings and Travel Stationery Staff costs Fundraising Depreciation Room hire (Shantavira office) Other costs	2024 6,952 4,078 27,397 9,287 3,170 5,010 55,894 490 200 535 2,887 1,585 803 0 19,525 49 3,915 759 0 30,748	2023 Notes 9,706 8 3,800 32,303 15,160 9 2,108 5,702 68,779 453 350 542 1,872 1,237 290 0 16,051 283 3,404 1,840 82 26,403

The Uddiyana Trust Notes to the 2024 Statement of Financial Activities

6. Sangharakshita Complete Works Grant

The 2024 grant income is from the Windhorse Trust to support the Complete Works project.

7. Other income

This includes £703.11 representing reversal of a payroll liability which was determined to be no longer required following a review of PAYE payroll obligations

8. Urgyen House expenditure

These costs include the rent charged by Adhisthana for the Urgyen House annex which is maintained by Uddiyana Trust

9. Other project delivery

This category captures 90% of staff costs associated with the Digitial Media Manager. 90% of this role is allocated to work directly fulfilling Charity objectives.

Independent Examiner’s Report

Report to the trustees of Uddiyana Trust Accounts for year ended 31 December 2024 Charity no 1046398 I report to the trustees on my examination of the accounts of the above charity for the year ended 31 December 2024. Responsibilities and basis of As the charity's trustees, you are responsible for the preparation of the accounts in report accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all 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 in connection with the examination which gives me 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.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Name: Relevant professional qualification(s) or body: Address:	Annemie Philips	15/09/2025

	Annemie Philips (Satyapara) FCCA

	Association of Certified Chartered Accountants.

	9 Linden Road, Hampton, TW12 2JG