Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 01 2023 To 31 12 2023
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 Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) Trustees themselves 1[Maheshvara ] Caitanya 2 Terrence C Walsh Trustees themselves 3 Shri Shruti Trustees themselves 4 5 ~~ee~~ 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
Trust Deed 1[st] December 1995 Type of governing document (eg. trust deed, constitution) ~~ee~~
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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:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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.
There were numerous public programmes at the centre throughout during the year as well as at other outside venues such as various Hindu Mandirs and for other study groups in the UK. As ever Sunday morning provided an opportunity for members of the public to attend group Summary of the main meditation and talks with the facility to join Satsangas online now activities undertaken for the available. The weekly hatha yoga classes continued throughout the week public benefit in relation to again mostly with an online facility. Public talks were also provided at these objects (include within various venues by invitation. The annual summer residential retreat was this section the statutory held on the Purnima, full moon, weekend of July incorporating the declaration that trustees have Gurupurnima Puja & celebration. Counselling of individuals, couples and had regard to the guidance families as well Hatha Yoga students and Meditation practitioners and for issued by the Charity the general public throughout the year. Commission on public All trustees are aware of the guidance issued by the Charity benefit) Commissioners in relation to the trusts and charities public benefit guidance.
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Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
The Hatha Yoga teachers offered classes on-line, in person on-site and outside programmes. The mediation hall was open for use every day with evening and morning sessions. The online classes enabled students from much further afield to join talks and yoga classes from the comfort of their homes. Various celebrations and public religious worship were held throughout the year as per our usual annual programme including Mahashivaratri, Bhagavatpada Jayanti, Gurupurnima and a Christmas Puja & celebration which was held the Sunday before Christmas and on Christmas day itself. Weekly Sunday morning programmes were held from 10 – 11.30/12 noon.
Throughout the year the ashram’s resident teachers gave spiritual guidance to guests and visitors from around the UK and from abroad covering approximately 900 hours. This was given by phone, online and on site, via the telephone, video calls and in-person. We continue to provide online services after the successful setting up of it during Covid restrictions. The centre offered some 300 days of retreat throughout the year in the form of group retreats and long and short personal retreats. This years’ Spiritual Confluence was attended by participants from around the UK. Regular refurbishment and maintenance works were undertaken on a continuous basis throughout the year.
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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.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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) Full name(s) Position (eg Secretary, Chair, etc) Date |
Maheshvara Caitanya | Shri Shruti |
|---|---|---|
| Maheshvara Caitanya | Shri Shruti | |
Trustee |
Trustee | |
| 28/10/2024 | ||
| 28/10/2024 |
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Charity Name No (if any) UCYL Trust 1051950 Receipts and payments accounts CC16a For the period 01/01/2023 31/12/2023 To from ~~ee~~
Section A Receipts and payments
Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts Voluntary receipts 7,541 - - 7,541 9,208 Activities for generating funds 135,109 - - 135,109 59,371 Charitable activities 32,377 - - 32,377 65,907 - - - - Sub total (Gross income for 175,027 - - 175,027 134,487 ~~———~~ AR) A2 Asset and investment sales, (see table). Loan received from external funder - Sub total - Total receipts 175,027 - - 175,027 134,487 ~~—————~~ A3 Payments Cost of generating voluntary receipts 4,979 - - 4,979 2,104 Fundraising cost (trading activities) 44,511 - - 44,511 23,167 Cost of charitable activities 54,114 - - 54,114 21,718 Governance cost 602 - - 602 1,504 - - - - Sub total [ 104][,][207 ] - - 104,207 48,492 ~~SS~~ A4 Asset and investment ~~SS~~ purchases, (see table) Loans Repaid 35,870 - 35,870 82,905 - - - - Sub total [ 35][,][870 ] - - 35,870 82,905 ~~—~~ Total payments ~~—————~~ 140,076 - - 140,076 131,398 Net of receipts/(payments) 34,950 - - 34,950 3,089 A5 Transfers between funds - - - - - A6 Cash funds last year end 21,290 - - 21,290 18,201 Cash funds this year end 56,241 - - 56,241 21,290 ~~=—— ———~~
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 |
Details Details Shri Shruti Signature Maheshvara Caitanya Current Account Savings Account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 56,241 56,241 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ Fund to which asset belongs Cost (optional) Fund to which asset belongs Cost (optional) Fund to which liability relates Amount due (optional) Print Name Maheshvara Caitanya Shri Shruti |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| OK Endowment funds to nearest £ |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| Maheshvara Caitanya | Maheshvara Caitanya | 15/10/2024 | |
| Shri Shruti | Shri Shruti | 15/10/2024 |
Independent examiner's report on the accounts ~~Bn~~
Section A Independent Examiner’s Report
Report to the trustees/ UCYL TRUST members of On accounts for the year 31/12/2023 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 31/12/2023 .
- 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 I have completed my examination. I confirm that no material matters have statement 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:
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accounting records were not kept in accordance with section 130 of the Act or
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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: Dean Jones Date: 25/10/2024 ~~Po |~~ Name: Dean Jones ~~Cs~~ Address: 71 Lon Glanyrafon Vaynor Newtown Powys SY16 1QU
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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 2023.
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:
- 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
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