**Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 01 2021 **To** 31 12 2021
## **Section A Reference and administration details**
## **Charity name**
Universal Confluence of Yoga Vedanta Luminary Trust
**Other names charity is known by Registered charity number (if any) Charity's principal address**
UCYL Trust, UCYL, Abhedashram, Luminary Publications
105159 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 (ifany)**|
|---|---|---|---|---|
||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)
Trustee selection methods
Appointed by Trustees
- (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 education in the practice and study of Yoga and Vedanta and religious education for the benefit of the public.
The Trust offers 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 residential weekend programmes, celebrations and **Summary of the main** public talks all of which are open to public. **activities undertaken for the public benefit in relation to** All trustees are aware of the guidance issued by the Charity **these objects (include within** Commissioners in relation to the trusts and charities public benefit **this section the statutory** guidance. **declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
**TAR**
March **2012**
2
**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.
## **Section D Achievements and performance**
**Summary of the main achievements of the charity during the year**
Classes and teaching at the centre and throughout the country picked up as Covid restrictions were modified in 2021. The Hatha Yoga teachers offered evening classes most evenings of the week and this year saw a greater participation on-line. The online classes enabled students from much further afield to join talks and celebrations and yoga classes from the comfort of their homes. The Meditation Hall was still open every day of the year for individual meditation. Weekend and longer retreats were offered. Various celebrations -public religious worship- took place and spiritual guidance was given both online and on site, via the telephone and in-person, in line with the relevant and changing Covid restrictions that were in place in relation to Public Religious Worship and group gatherings as issued in Wales. In addition to this private space was offered to individuals, couples, families or small groups wishing to undertake private and guided retreats on a short term and long-term basis. The centre offered some 102 days of retreat throughout the year in the form of group retreats and long and short personal retreats. Regular refurbishment and maintenance works were undertaken on a continuous basis throughout the year.
**TAR**
March **2012**
3
## **Section E Financial review**
The trustees aim to maintain free reserves in unrestricted funds at **Brief statement of the** a level which equates to approximately three months of **charity’s policy on reserves** unrestricted charitable expenditure. The trustees consider that this level will provide sufficient funds to respond to applications for grants and ensure that support and governance costs are covered. The trustees consider that a level of three months is sufficient given the flexibility afforded by the total return approach towards the investment of the permanent endowment which allows trustees to transfer amounts from the unapplied total element of the endowment fund in the case of urgent need.
**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** 01/10/2021
**TAR**
March **2012**
4
**Charity Name No (if any) UCYL Trust 1051950 Receipts and payments accounts CC16a For the period** 01/01/2021 31/12/2021 **To from**
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**16,239**
**58,495**
**21,998**
**-**
**96,733**
**29,000**
**-**
**29,000**
**125,733**
**1,667**
**15,799**
**18,340**
**913**
**-**
**36,719**
**63,055**
**63,055**
**99,774**
**25,959**
**- 8,780**
**17,179**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**16,239**
**58,495**
**21,998**
**-**
**96,733**
**29,000**
**-**
**29,000**
**125,733**
**1,667**
**15,799**
**18,340**
**913**
**-**
**36,719**
**63,055**
**-**
**63,055**
**99,774**
**25,959**
**-**
**- 8,780**
**17,179**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|
|Voluntaryreceipts|**16,239**||||**13,472**|
|Activities forgeneratingfunds|**58,495**||||**18,614**|
|Charitable activities|**21,998**||||**-**|
||**-**||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|
**96,733**||||**32,086**|
|||||||
|**A2 Asset and investment sales,**
**(see table).**||||||
|Loan received from external funder|**29,000**||||**18,718**|
||**-**||||**-**|
|**_Sub total_**
**_Total receipts_**
**A3 Payments**|**29,000**||||**18,718**|
|||||||
||||||**50,804**|
|||||||
|
Cost ofgeneratingvoluntaryreceipts|**1,667**||||**76**|
|Fundraisingcost(tradingactivities)|**15,799**||||**12,927**|
|Cost of charitable activities|**18,340**||||**8,928**|
|Governance cost|**913**||||**4,536**|
||**-**||||**-**|
|**_Sub total_ **|**36,719**||||**26,466**|
|||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||
|
Loans Repaid|**63,055**||||**10,768**|
||||||**21,025**|
|**_Sub total_ **|**63,055**||||**31,793**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||
||||||**58,259**|
|||||||
||**25,959**|**-**|**-**|**25,959**|**- 7,455**|
||||**-**|**-**||
||**- 8,780**|**-**|**-**|**- 8,780**|**- 1,325**|
||**17,179**|**-**|**-**|**17,179**|**- 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**|Building
Signature
Current Account
Savings Account
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
Laptops and accessiories
Loans|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
17,818
365
18,183
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**Fund to which**
**asset belongs**
**Cost (optional)**
**Fund to which**
**asset belongs**
**Cost (optional)**
Designated
840
Designated
**Fund to which**
**liability relates**
Amount due
(optional)
Unrestricted
355,464
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|10/09/2022|
|||Shri Shruti|10/09/2022|
## **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** 31/12/2021 **Charity no** 1051590 **ended (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 **31/12/2021** .
- **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: Date:** 22/09/2022 **Name:** Dean Jones **Address:** 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 2021.
## 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**