Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 6 April 2023 To 5 April 2024
Section A Reference and administration details
Charity name THE SAI RAM TRUST
Other names charity is known by
Registered charity number (if any) ~~i~~ 1084000 Charity's principal address THE MILL ASCOTT UNDER WYCHWOOD CHIPPING NORTON Postcode OX7 6AP
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|
| Nigel Braithwaite | Treasurer | ||
| Shona Hall | Secretary | ||
| Jit Aggarwal | Trustee | ||
| Suneil Aggarwal | Trustee | ||
| Olivia Helmore | Trustee | 28thJuly2023 | |
| ~~ee~~ | |||
| ~~ee~~ | |||
| ~~ee~~ |
March 2012
TAR
1
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[TRUST DEED]
- (eg. trust deed, constitution)
How the charity is constituted (eg. trust, association, company)[TRUST] Trustee selection methods (eg. appointed by, elected by)[APPOINTED BY EXISTING TRUSTEES]
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
The relief of poverty and hardship and advancement of education in the Summary of the objects of the UK and worldwide. charity set out in its The relief of suffering and hardship and for reconstruction in response to governing document
The relief of suffering and hardship and for reconstruction in response to natural and manmade disaster in the UK and worldwide.
March 2012
TAR
2
Support of other UK charities and overseas organisations. In our activities we have been very conscious of the Charity Commission guidance on public benefit.
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.
March 2012
TAR
3
Section D Achievements and performance
Summary of the main We are continuing to maintain our levels of giving. achievements of the charity during the year
March 2012
TAR
4
Section E Financial review
Brief statement of the We have no contractual financial commitments and therefore no need for charity’s policy on reserves a reserves policy.
Details of any funds materially in deficit
None.
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) Nigel Braithwaite Full name(s) NIGEL BRAITHWAITE Position (eg Secretary, Chair, etc) Treasurer Date 16th November 2024
March 2012
TAR
5
CHARITY COMMISSION FOR ENGLAND AND WALES Sal Ram Trust 1084000 Receipts and payments accounts CC16a For the period from 6th Aprfl 2023 5th Aprll 2024 Section A Receipts and payments Unrestricted funds Reslricted funds Endowment funds Totsl funds LJ$¢ year to the nearest to the nearest£ to the neare$t£ to the n•ar•st£ ts) th• near•st£ Al Receipts .600 16,703 6,000 1.531 40.748 17,83S 49.153 Gift Aid Rental Income Interest 1.132 7,667 731 to< ross income for AR) 60.734 66,114 67A41 A2 Asset and Investment sales, (see table). Sub total 80.734 5,380 68,114 S7N41 A3 Payments Charitsble Grants Bank ¢hargts 96,800 95.UOO 46.752 28 Sub to 45,780 A4 Asset and Investment urchases, (see tsble) Sub total 96,606 45,780 Net of recelpts/(paymentsJ AS Transfers between funds A6 Cash funds last year end Cash funds this year end 34,772 S,380 29.392 11.861 152,352 117,580 S,349 10,729 157,701 128.309 146,040 157,701 CCXX R1 accojnts ISS 16n1rJ)24
Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted funds funds to nearest£ to neare•t£ End¢)wment funds to neare$i £ Categories Details B1 Cash funds Triodos Bank 108,964 19.346 Total cash fimds 108.964 19,345 Unrestrlcted funds to neare$t£ 8,812 Restricted funds to neare8t£ Endowment funds Details GiftAkl lo ntsarest£ B2 Other monetary assets 1.132 Fund to which asset belo Endovlment Details Swiw¥Jon Property Inveslmenl Cost loptionall 17,886 Current value tional Honiton Property Invetstment Endowment 81.126 Fund to which asset belon Details Cost loptionall Current val onal B4 Assets retained forthe charity's own use Fund to which relates Amount due IAhen due Details B5 Liabililies SbJned by onè ry b¥0 Intstees on behaw of all the trustees Signature Print Name Date of roval Ni 16 CCKX R2 a¢ctyJnts ISSI 16111r2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Sai Ram Trust On accounts for the year ended 5° April 2024 Charity no (if any) 1084000 Set out on pages 1&2 I report to the trustees on my examination of the accounts of the above charity ("the Twsf) for the year ended 0510412024 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 ACV,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confim 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: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no with th s and have come across no other matters in connection xamination to which attention should be drawn in order to enable a understanding of the accounts to be reached. teth words in the brackets rf they do not apply. Signed: Date: 16 November 2024 Name: art John Fox Relevant professlonal qualification(s) or body (if any): Fellow Institute of Financial Accountants Address: 27 London Lane Ascott-under-wychwood Oxfordshire OX7 6AN Section B Disclosure Only complete if the examiner needs to highlight matters of concem (see CC32, Independent examinab'on of charity accounts.. directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examiner wishes to disclose. IER October 2018