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2024-12-31-accounts

REGISTERED COMPANY NUMBER: 03859127 (England and Wales) REGISTERED CHARITY NUMBER: 1080466

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 December 2024

for

Sri Chaitanya Saraswat Math

Sri Chaitanya Saraswat Math

Contents of the Financial Statements for the Year Ended 31 December 2024

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6 to 7
Notes to the Financial Statements 8 to 14
Detailed Statement of Financial Activities 15 to 16

Sri Chaitanya Saraswat Math

Report of the Trustees

for the Year Ended 31 December 2024

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

Sri Chaitanya Saraswat Math aims to advance the Hindu faith and promote Bhakti Yoga for the benefit of the public by educating the community on its philosophy and teachings; promoting mental, spiritual, and physical well-being; relieving poverty and distress; and supporting individuals in need through food provision, counselling, development of employment skills through volunteering, and community programs such as food distribution and cooking classes.

ACHIEVEMENT AND PERFORMANCE Charitable activities Key Highlights from 2024

There was a 25% increase in attendance at our Bhakti Yoga classes.

Food Distribution: Provided over 7,820 meals to individuals in need.

Employment Support: Delivered training to 22 individuals, helping them gain valuable skills and work experience.

Volunteer Engagement: Engaged over 30 volunteers who generously contributed their time and expertise.

In response to the cost-of-living crisis, we expanded our outreach services and established partnerships with local businesses to secure regular food donations and support those most affected.

FINANCIAL REVIEW

Reserves policy

The trustees have agreed to maintain a minimum reserve of £15,000 to cover four months of operating costs in the event of unforeseen challenges.

Page 1

Sri Chaitanya Saraswat Math

Report of the Trustees

for the Year Ended 31 December 2024

FUTURE PLANS

In 2025, we plan to:

  1. Expand operational capacity by 15%

  2. Create 10 new volunteer roles to support programme delivery

  3. Strengthen corporate partnerships with the goal of increasing funding by 20%

  4. Refurbishment and renovation works at the Greville House property

  5. Upgrade of the live streaming system to support educational activities

  6. Improvement of car park storage facilities

  7. Replacement of the existing bicycle shed

  8. Replacement of the existing damaged fence

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Risk management

The board has identified key risks, including funding instability and rising operational costs, and is actively developing a fundraising diversification strategy to mitigate these risks.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

03859127 (England and Wales)

Registered Charity number

1080466

Registered office

Bhakti Yoga Institute Greville House Hazelmere Close Feltham Middlesex TW14 9PX

Trustees

Ms Z Cederberg Ms E A Clifford A Dragilev D W Ewins P G C M Geary R H Lindberg L S Wong (resigned 31.12.24)

Company Secretary

Page 2

Sri Chaitanya Saraswat Math

Report of the Trustees

for the Year Ended 31 December 2024

Approved by order of the board of trustees on 15 September 2025 and signed on its behalf by:

Ms Z Cederberg - Trustee

Page 3

Independent Examiner's Report to the Trustees of Sri Chaitanya Saraswat Math

Independent examiner's report to the trustees of Sri Chaitanya Saraswat Math ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 December 2024.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Muhammad Jamshaid Aslam (FCCA)

15 September 2025

Page 4

Sri Chaitanya Saraswat Math

Statement of Financial Activities

for the Year Ended 31 December 2024

31.12.24
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
93,499
Other income
126
Total
93,625
EXPENDITURE ON
Raising funds
3
79,010
Charitable activities
4
Direct Costs
28,247
Other
56
Total
107,313
NET INCOME/(EXPENDITURE)
(13,688)
RECONCILIATION OF FUNDS
Total funds brought forward
715,814
TOTAL FUNDS CARRIED FORWARD
702,126
31.12.23
Total
funds
£
196,271
218
196,489
166,750
35,182
-
201,932
(5,443)
721,257
715,814

The notes form part of these financial statements

Page 5

Sri Chaitanya Saraswat Math

Balance Sheet

31 December 2024

Notes
FIXED ASSETS
Tangible assets
8
CURRENT ASSETS
Cash in hand
CREDITORS
Amounts falling due within one year
9
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
10
Unrestricted funds:
General fund
TOTAL FUNDS
31.12.24
Unrestricted
fund
£
678,544
25,022
(1,440)
23,582
702,126
702,126
702,126
702,126
31.12.23
Total
funds
£
684,446
32,808
(1,440)
31,368
715,814
715,814
715,814
715,814

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 December 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 December 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

Page 6

Sri Chaitanya Saraswat Math

Balance Sheet - continued 31 December 2024

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 15 September 2025 and were signed on its behalf by:

Z Cederberg - Trustee

The notes form part of these financial statements

Page 7

Sri Chaitanya Saraswat Math

Notes to the Financial Statements for the Year Ended 31 December 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Page 8

Sri Chaitanya Saraswat Math

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

2. DONATIONS AND LEGACIES

Donations
3.
RAISING FUNDS
Raising donations and legacies
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Groceries and direct cost
Audit Accounting Fees
Bank charges
Interest payable and similar charges
Other trading activities
Repairs and Maintenance
Cleaning and Household
Computer software
Travel and Fundraising
Interest payable and similar charges
Aggregate amounts
31.12.24
£
93,499
31.12.24
£
502
4,659
13,468
1,119
1,597
24,399
1,440
207
-
47,391
31.12.24
£
9,930
2,374
494
18,721
100
31,619
79,010
31.12.23
£
196,271
31.12.23
£
506
4,230
18,886
1,269
1,064
61,727
1,752
175
130
89,739
31.12.23
£
51,064
515
334
25,098
-
77,011
166,750

Page 9

Sri Chaitanya Saraswat Math

Notes to the Financial Statements - continued

for the Year Ended 31 December 2024

4. CHARITABLE ACTIVITIES COSTS

CHARITABLE ACTIVITIES COSTS
Direct
Costs
£
Direct Costs 28,247
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets 31.12.24
£
9,402
31.12.23
£
9,147

5. NET INCOME/(EXPENDITURE)

6. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2024 nor for the year ended 31 December 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2024 nor for the year ended 31 December 2023.

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM Unrestricted
fund
£
Donations and legacies 196,271
Other income 218
Total 196,489
EXPENDITURE ON
Raising funds 166,750
Charitable activities
Direct Costs 35,182
Total 201,932

Page 10

Sri Chaitanya Saraswat Math

Notes to the Financial Statements - continued

for the Year Ended 31 December 2024

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
TANGIBLE FIXED ASSETS
COST
At 1 January 2024
Additions
At 31 December 2024
DEPRECIATION
At 1 January 2024
Charge for year
At 31 December 2024
NET BOOK VALUE
At 31 December 2024
At 31 December 2023
Freehold
property
£
668,895
-
668,895
-
-
-
668,895
668,895
Plant and
machinery
£
35,523
-
35,523
28,607
6,514
35,121
402
6,916
Unrestricted
fund
£
(5,443)
721,257
715,814
Motor
vehicles
Totals
£
£
26,254
730,672
3,500
3,500
29,754
734,172
17,619
46,226
2,888
9,402
20,507
55,628
9,247
678,544
8,635
684,446

8. TANGIBLE FIXED ASSETS

Page 11

Sri Chaitanya Saraswat Math

Notes to the Financial Statements - continued

for the Year Ended 31 December 2024

9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Accrued expenses
10.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
TOTAL FUNDS
At 1.1.24
£
715,814
715,814
Incoming
resources
£
93,625
93,625
At 1.1.23
£
721,257
721,257
31.12.24
31.12.23
£
£
1,440
1,440
Net
movement
At
in funds
31.12.24
£
£
(13,688)
702,126
(13,688)
702,126
Resources
Movement
expended
in funds
£
£
(107,313)
(13,688)
(107,313)
(13,688)
Net
movement
At
in funds
31.12.23
£
£
(5,443)
715,814
(5,443)
715,814

Page 12

Sri Chaitanya Saraswat Math

Notes to the Financial Statements - continued

for the Year Ended 31 December 2024

10. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
196,489
196,489
Resources
Movement
expended
in funds
£
£
(201,932)
(5,443)
(201,932)
(5,443)

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 1.1.23
£
721,257
721,257
Net
movement
in funds
£
(19,131)
(19,131)
At
31.12.24
£
702,126
702,126

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
290,114
290,114
Resources
Movement
expended
in funds
£
£
(309,245)
(19,131)
(309,245)
(19,131)

Page 13

Sri Chaitanya Saraswat Math

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

11. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2024.

Page 14

Sri Chaitanya Saraswat Math

Detailed Statement of Financial Activities
for the Year Ended 31 December 2024
31.12.24 31.12.23
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 93,499 196,271
Other income
Bank deposit interest 126 218
Total incoming resources 93,625 196,489
EXPENDITURE
Raising donations and legacies
Rates and water 502 506
Insurance 4,659 4,230
Light and heat 13,468 18,886
Telephone 1,119 1,269
Postage and stationery 1,597 1,064
Groceries and direct cost 24,399 61,727
Audit Accounting Fees 1,440 1,752
Bank charges 207 175
Staff training - 130
Other trading activities 47,391 89,739
Repairs and Maintenance 9,930 51,064
Cleaning and Household 2,374 515
Computer software 494 334
Travel and Fundraising 18,721 25,098
Bank interest 100 -
31,619 77,011
Charitable activities
Advertising 395 730
Carried forward 395 730

This page does not form part of the statutory financial statements

Page 15

Sri Chaitanya Saraswat Math

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Detailed Statement of Financial Activities
for the Year Ended 31 December 2024
31.12.24 31.12.23
£ £
Charitable activities
Brought forward 395 730
Sundries 6,191 4,935
Professional and Consultancy 349 4,976
Office Costs 11,910 15,393
Depreciation of tangible fixed assets 9,402 9,148
Other 28,247 35,182
Staff training 56 -
Total resources expended 107,313 201,932
Net expenditure (13,688) (5,443)

This page does not form part of the statutory financial statements

Page 16