## **Trustees' Annual Report for the period**
||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
||Day|Month|Year||Day|Month|Year|
|**From**|01|01|2020|**To**|31|12|2020|
Section A Reference and administration details
**Charity name** Universal Confluence of Yoga Vedanta Luminary Trust **Other names charity is known by** UCYL Trust, UCYL, Abhedashram, Luminary Publications **Registered charity number (if any)** 105159
**Charity's principal address** Camlad House
Forden Welshpool **Postcode SY21 8NZ**
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Maheshvara
Caitanya|||Trustees themselves|
||Terrence C Walsh|||Trustees themselves|
||Shri Shruti|||Trustees themselves|
||||||
||||||
||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for whole year**||
||||||
||||||
||||||
## **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**
## **Description of the charity’s trusts**
Type of governing document (eg. trust deed, constitution)
Trust Deed 1[st] December 1995
**TAR**
March **2012**
1
Trust
How the charity is constituted (eg. trust, association, company)
Appointed by Trustees
Trustee selection methods
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The objects of the Trust are to advance religious education and to advance education in the practice and study of Yoga and Vedanta for the benefit of the public.
**TAR**
March **2012**
2
The Trust offers Hatha Yoga classes at its main centre and at other hired venues and provides a meditation hall for individual and collective use. Meditation classes and spiritual guidance are offered throughout the year as well as during various residential weekend programmes, celebrations and public talks all of which are open to public.
All trustees are aware of the guidance issued by the Charity Commissioners in relation to the trusts and charities public benefit guidance.
**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)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
## Section D
**Summary of the main achievements of the charity during the year**
## Achievements and performance
Due to the on-going situation with the Covid Pandemic, all our programmes including the Hatha Yoga and meditation classes were given online throughout 2020. The Meditation Hall was not open for congregational use throughout most of 2020 due the Welsh government guidelines on public gathering at places of public worship. And we were unable to offer taught weekend and longer retreats or public religious worship on site either. Spiritual guidance was given remotely via telephone, email and online by Zoom or Google Meet. But we were able to offer private space to individuals, couples and families wishing to undertake private retreats on a short term basis, again following the changing and differing Covid 19 restrictions in relation to travel and visiting of other properties. The centre offered some 45 days of retreat throughout the year in the form of long and short personal retreats. During the continued lockdown further refurbishment was undertaken on the Trust’s property.
**TAR**
March **2012**
4
## **Section E**
## **Financial review**
**Brief statement of the charity’s policy on reserves**
The trust’s policy is to accumulate and hold funds via specified donations or loans, as finances allow, for ongoing planned maintenance works. Smaller amounts may be accumulated from sales and donations for the printing of the Trusts own publications.
## **Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal 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.
## **Section F**
## **Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
## **Signature(s)**
Shri Shruti **Full name(s)** Maheshvara Caitanya **Position (eg Secretary, Chair,** Trustee Trustee **etc)**
**Date** 01/08/2021
**TAR**
March **2012**
5
|**Charity Name**||**No (if any)**||
|---|---|---|---|
|**UCYL Trust**||**1051950**||
|**Receipts andpayments accounts**|||**CC16a**|
|**For the period**
**from**|01/01/2020|31/12/2020
**To**||
|**For the period**
**from**|**For the period**
**from**|**For the period**
**from**|01/01/2020|01/01/2020|**To**|31/12/2020|31/12/2020||
|---|---|---|---|---|---|---|---|---|
|**Section A Receipts and payments**
**Unrestricted**
**funds**
**to the nearest**
**£**
**A1 Receipts**|||**Restricted**
**funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**|
|Voluntaryreceipts|**12,625**||**-**||**-**
**-**
**-**
**-**|**12,625**
**17,429**
**-**
**-**||**13,472**|
|Activities forgeneratingfunds|**17,429**||**-**|||||**18,614**|
||**-**||**-**|||||**-**|
||**-**||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**30,055**||**-**||**-**|**30,055**||**32,086**|
||||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||||
|Loan received from external funder|**30,000**||||**-**
**-**
**-**|**30,000**
**-**
**30,000**||**18,718**|
||**-**|||||||**-**|
|**_Sub total_ **|**30,000**|||||||**18,718**|
|**_Total receipts_ **
**A3 Payments**|||||||||
||||||**-**|**60,055**||**50,804**|
||||||||||
|Cost ofgeneratingvoluntaryreceipts|**1,847**||**-**||**-**
**-**
**-**
**-**
**-**|**1,847**
**10,952**
**12,780**
**900**
**-**||**76**|
|Fundraisingcost(tradingactivities)|**10,952**||**-**|||||**12,927**|
|Cost of charitable activities|**12,780**||**-**|||||**8,928**|
|Governance cost|**900**||**-**|||||**4,536**|
||**-**||**-**|||||**-**|
|**_Sub total_ **|**26,479**||**-**||**-**|**26,479**||**26,466**|
||||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||||
|Fixtures|**11,545**||||**-**
**-**
**-**|**11,545**
**21,025**
**32,570**||**10,768**|
|Loans repaid to an external funder|**21,025**|||||||**21,025**|
|**_Sub total_ **|**32,570**|||||||**31,793**|
|**_Total payments_ **
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||||
||||||**-**|**59,049**||**58,259**|
||||||||||
||**1,006**||||**-**|**1,006**||**- 7,455**|
||**- 8,780**||||**-**
**-**|**-**
**- 8,780**|||
|||||||||**- 1,325**|
||**- 7,774**||||**-**|**- 7,774**||**- 8,780**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Land
Signature
Loan liabilities
Building- Camlad House
Current Account
Savings Account
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
Shri Shruti
Maheshvara Caitanya|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**- 8,140**
**366**
**- 7,774**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**Fund to which**
**asset belongs**
**Cost (optional)**
**Fund to which**
**asset belongs**
**Cost (optional)**
1,250,000
160,000
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
246,292
Print Name
Maheshvara Caitanya
Shri Shruti|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||OK
**Endowment**
**funds**
**to nearest £**|
|||||
|||||
||||**Current value**
**(optional)**|
|||||
|||||
||||**Current value**
**(optional)**|
|||||
|||||
||||**When due**
**(optional)**|
|||||
|||||
|||||
||||Date of
approval|
||Maheshvara Caitanya|Maheshvara Caitanya|01/07/2021|
||Shri Shruti|Shri Shruti|01/07/2021|
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** UCYL TRUST **members of On accounts for the year** 31/12/2020 **ended**
|**Charity no**|1051590|
|---|---|
|**(if any)**||
**Set out on pages** 2
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/12/2020** .
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s 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 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other 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.
- _Please delete the words in the brackets if they do not apply._
||||
|---|---|---|
|**Signed:**
**Name:**
**Address:**|Dean Jones|09 /
07 / 2021|
||||
||Dean Jones||
||||
||71 Lon Glanyrafon
Vaynor
Newtown
Powys SY16 1QU||
**October 2018**
1
**IER**
**Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
## **Give here brief details of any items that the examiner wishes to disclose** .
## **Independent examiner’s report to the trustees of UCYL Trust**
I report to the trustees on my examination of the accounts of the UCYL Trust (the Trust) for the year ended 31 December 2020.
## **Responsibilities and basis of report**
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Trust’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 giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records.
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.
**October 2018**
2
**IER**