## **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||
|||||
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|||||
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|||||
|||||
|~~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