2022-09-30-accounts - The Shuktara Trust (UK)

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Trustees' Annual Report for the period

Period start date Period end date 1st October 2021 30th September 2022 From To

Section A Reference and administration details

Charity name Shuktara Trust (UK)

Other names charity is known by

Registered charity number (if any) 1112303

Charity's principal address 7 Lily Close London Postcode W14 9YA

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Adam Thompson	Chair
	Michael Tungay	DeputyChair
	Susan Tungay	Secretary
	Emma Johnstone
	Kamau Lyon
	Alyson Rose
	Judith Harris













	Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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Names and addresses of advisers (Optional information) Type of adviser Name Address	Names and addresses of advisers (Optional information) Type of adviser Name Address	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)

Trustee selection methods

Trust, minimum of three trustees Appointed by trustees for five years

(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.

Shuktara Trust (UK) supports the work of shuktara, India, providing a safe home in Kolkata for 15 young men and 8 young women with disabilities who have lost their families and cannot live independently. Shuktara is now reaching out to families in Purulia district who have disabled children by providing physiotherapy, mobility assistance and medical appointments. Shuktara Trust (UK) also supports Shuktara Cakes Kolkata, which is a bakery and training project that was set up in 2013 by Cojean Foundation of France. Five young men from shuktara, Kolkata are using their baking and patisserie skills to produce French cakes for sale to high-end restaurants and hotels. This project will eventually be handed over to the young bakers who will run the business themselves. A Trustee’s Induction Pack is available to thoroughly equip new trustees with the workings of the Trust. The charity’s current account is with Santander Business Banking and is managed online by one trustee with two other trustees having view only access. Shuktara Trust (UK) is the fundraising arm for shuktara, Kolkata. The trustees acknowledge they have a responsibility to all our donors that the children and young people in shuktara, Kolkata are kept safe and to this end the UK trustees agree with the Child Protection Policy that the Indian charity has in place. This document is displayed in both houses and all staff have agreed to abide by the stated policies. Details of the policy can be viewed by going to this link: https://shuktara.org/wp-content/uploads/Shuktara-Kolkata-ChildProtection-Policy.pdf Staff are regularly reminded of the safeguarding policies for both houses and given the opportunity to say if they are concerned about a colleague’s behaviour.

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Section C Objectives and activities

To provide income and direction for disadvantaged persons in India but particularly supporting the work of shuktara in Kolkata, India. Summary of the objects of the charity set out in its governing document To raise money to support the work mentioned above by fundraising and recruiting individual and corporate donors. Directing money raised to projects in India to further this work. All the UK trustees have read the Charity Commission’s section on Public Benefit and it will be seen in Sections D and F that we are overseeing the provision of housing, welfare, education, employment and care for young, abandoned or lost people with disabilities in Kolkata, India. 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)

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Grant making

You may choose to include further statements, where relevant, about:

Shuktara Trust (UK) makes grants in favour of shuktara, Kolkata in order to support the maintenance of the two homes: Lula Bari, the home for young women and Anna Bari the home for young men. This covers utilities, food, staff, transport, education, clothing, medical expenses, repair and maintenance of the buildings, communication, office costs and administration. The grant also helps support Shuktara Cakes Bakery.

Investment

policy on grantmaking;
policy programme related investment;

Shuktara Trust (UK) makes every effort to keep its deposits in low risk savings accounts at around £85,000, which is the maximum covered by the Financial Services Compensation Scheme.

contribution made by volunteers.

Section D Achievements and performance

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Section D Achievements and performance Shuktara Trust (UK) (STUK) has now been operating and supporting Summary of the main shuktara, Kolkata, India for seventeen years. achievements of the charity during the year STUK trustees have met three times during the year. These included two official trustee meetings and one brainstorming session, to discuss how to improve regular donations and one-off gifts. The café idea for Shuktara Cakes was stalling due to the potential consultant/project manager, Rewant Lokesh of Sienna Café, not being able to produce a business plan for the trustees to put to potential high net worth supporters. Judith Harris, one of the trustees, had been in India and had managed to meet up with Rewant to discuss our need for a business plan but at the end of July he advised that he could no longer commit any time to the café project. In the meantime, Pappu Mishra, Manager of shuktara, Kolkata, had come to the conclusion that a café at this time was not appropriate for the ethos of shuktara. He felt it did not convey the right message to local people and potential donors as they would see a café as a reflection of a charity ‘doing well’ and so not worthy of support. During this time, Pappu was made aware of a remote area in West Bengal – the Purulia district – which has a group of villages with several families that have deaf and disabled children. These villagers are trying to care for their children without help from the government or NGOs. Because of this apparent need, Pappu has now made three visits to the region accompanied by a physiotherapist and occupational therapist. On his next visit he will be accompanied by two deaf professionals and will begin to provide individual and tailored support for the disabled children in these villages. Pappu is incredibly enthusiastic about this new outreach work as the knowledge and expertise that he and his staff have built up over the past 23 years can have a profound and life changing effect on these families. STUK trustees are making this project the focus of the Christmas newsletter and hope it will greatly improve donations.

Section E Financial review

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Brief statement of the charity’s policy on reserves

The trustees’ reserve policy is to have a minimum of one year’s running costs, which currently is £88,000.

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;

Principal Source of Funds:

Individual donations, both regular and one-off giving; grants from Trusts. No special fund-raising projects during the past year.

Investment Policy:

Shuktara’s cash assets are spread between Santander, Cambridge & Counties Bank and The Hampshire Trust Bank.
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Plans for 2022/2023

To have a strong push to increase donations in support of the new Purulia project, possible Shuktara Cakes shop/café and ongoing maintenance of shuktara, Kolkata and Shuktara Cakes bakery.

Having a shop/café would provide an outlet for Shuktara Cakes bakery products.

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

ed on behalf of the charity’s trustees	’s trustees	’s trustees
Signature(s) Full name(s) Adam Thompson Susan Maureen Tungay Position (eg Secretary, Chair, etc) Chair Date 19/12/2022
	Adam Thompson		Susan Maureen Tungay
		Chair
		19/12/2022

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Shuktara Trust (UK)

End of Year Financial Statements

Year Ending September 2022

Page 1

 Introduction

The past twelve months has seen a drop in income of £27,800, approximately 40% down. Voluntary income which includes gift aided, non-gift aided donations, JustGiving and PayPal donations was down by just over £26,800. Consequently, gift aid tax refunds were down.

Expenditure by shuktara, Kolkata was £83,000 which was an increase of £4,600 or 5.9%. When looking at the figures for 2021 it should be noted that £117,000 paid to shuktara, Kolkata was for a period of eighteen months. Other expenditure was down slightly and no salary or expenses have been paid to David Earp.

Total reserves at 30 September 2022 were £161,104.

An outreach project began during the last months of 2022 with shuktara, Kolkata working in villages many hours' drive outside of Kolkata on the border of Bihar, in West Bengal. These villages are so far off the beaten track that few people visit them, let alone health care professionals or doctors. After early visits to this area shuktara staff met many families who are looking after and caring for their deaf and disabled children with no outside support. Shuktara has now put in place a group of professionals, including shuktara's physiotherapist and two young deaf women who will oversee this important outreach work.

A second project is to purchase a small property suitable for running a shop/café where bakery products made by Shuktara Cakes can be sold.

Statement of Financial Activities

	Unrestricted Restricted Endowment Total Prior year funds funds funds funds total funds
Incoming resources Incoming resources from generated funds Voluntary income Activities for generating funds Investment income Incoming resources from charitable activities Other incoming resources Total income Resources used Costs of generating funds Costs of generating voluntary income Investment management costs Charitable activities Governance costs Total expenditure Gains / losses on investment assets Net income / (expenditure) resources before transfer Transfers Gross transfers between funds - in Gross transfers between funds - out Other recognised gains / losses Gains on revaluation, fixed assets, charity's own use Net movement in funds Total funds brought forward	37,720 — — 37,720 63,637 — — — — — 1,378 — — 1,378 1,728 — — — — — 3,511 — — 3,511 5,053
	42,610 — — 42,610 70,419 216 — — 216 216 — — — — — 87,650 — — 87,650 130,130 25 — — 25 75
	87,891 — — 87,891 130,421 — — — — —
	(45,281) — — (45,281) (60,001) — — — — — — — — — — — — — — —
	(45,281) — — (45,281) (60,001)
	206,385 — — 206,385 266,386

Page 2

Total funds carried forward	161,104	—	—	161,104	206,385
Represented by
Unrestricted
Cafe	—	—	—	—	—
General fund	146,494	—	—	146,494	194,346
Designated
Cafe	2,396	—	—	2,396	100
Lula Bari	12,213	—	—	12,213	11,938

Balance sheet

Class and code Description	This year Last year
Fixed assets 1402 Office equipment Total Fixed assets Current assets 1502 Santander UK plc 15041 Cambridge & Counties Bank 15042 Hampshire Trust Bank #10249168/CLOSED 15043 Hampshire Trust Bank #11070303 Total Current assets Reserves Excess / (deficit) to date Z01 Starting balances Total Reserves Represented by funds Unrestricted Designated Restricted Endowment Total	406 406
	406 406 34,377 35,970 88,311 87,207 — 82,801 38,008 —
	160,697 205,978 (45,281) (60,001) 206,385 266,386
	161,104 206,385 146,494 194,346 14,609 12,038 — — — —
	161,104 206,385

Statement of assets and liabilities

	This year Last year
Tangible assets Office equipment General fund (Unrestricted) - Total for Tangible assets Cash at bank and in hand Santander UK plc General fund (Unrestricted) - Lula Bari (Designated) - Cafe (Designated) - Cambridge & Counties Bank	406 406
	406 406
	406 406 29,768 33,931 2,213 1,938 2,396 100
	34,377 35,970

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General fund (Unrestricted) - Lula Bari (Designated) - Hampshire Trust Bank #10249168/CLOSED General fund (Unrestricted) - Hampshire Trust Bank #11070303 General fund (Unrestricted) - Total for Cash at bank and in hand Grand total	78,311 77,207 10,000 10,000
	88,311 87,207 — 82,801
	— 82,801 38,008 —
	160,697 205,978
	161,104 206,385

Fund movement by type

	Opening Incoming Outgoing Transfers Gains/losses Journals Closing
General - General fund Unrestricted Sub-total for General LulaBari - LulaBari Designated Sub-total for LulaBari Cafe - Cafe Unrestricted Designated Sub-total for Cafe Grand total	194,346 40,039 87,891 — — — 146,494
	194,346 40,039 87,891 — — — 146,494 11,938 275 — — — — 12,213
	11,938 275 — — — — 12,213 — — — — — — — 100 2,296 — — — — 2,396
	100 2,296 — — — — 2,396
	206,385 42,610 87,891 — — — 161,104

Analysis of income and expenditure

						Total
	Unrestricted	Designated	Restricted		Endowment	This year	Last year
INCOME AND ENDOWMENTS
Incoming resources from generated funds - Voluntary income
1101 - GA Donations	13,795	275		—	—	14,070	16,630
1104 - Income from Founders	—	—		—	—	—	—
1106 - Income from patrons	—	—		—	—	—	—
1108 - Non GA Donations	10,796	2,296		—	—	13,092	34,947
1109 - Income via JustGiving	5,113	—		—	—	5,113	6,146
11091 - Virgin Money Giving	—	—		—	—	—	—
1110 - Income from the public	—	—		—	—	—	5
1111 - Income via PayPal	1,870	—		—	—	1,870	3,266
1113 - Income via Give As You Live	52	—		—	—	52	33
11131 - Income via Amazon Smile	20	—		—	—	20	23
1114 - Income from businesses	—	—		—	—	—	—
1115 - Income from Tortelli Ltd t/a	—	—		—	—	—	—
Opera Tavern
1116 - Income from Foundations	—	—		—	—	—	84
11161 - Income from Foundation	—	—		—	—	—	—
NAD Shuktara Cakes
1117 - Income from Trusts	3,500	—		—	—	3,500	2,500
1118 - Grants	—	—		—	—	—	—

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1120 - Income from subscriptions — — — — — — 1122 - Income from sponsorships — — — — — — Total 35,149 2,571 — — 37,720 63,637 Incoming resources from generated funds - Activities for generating funds 1124 - Trading income — — — — — — 1128 - Sale of goods — — — — — — 1136 - income from jumble sales — — — — — — 1138 - Income from concerts — — — — — — 1140 - Sales of donated goods — — — — — — 1142 - Sales of bought in goods — — — — — — 1144 - Services provided — — — — — — 1146 - Income from licensing — — — — — — 1148 - Lettings of non inv property — — — — — — Total — — — — — — Incoming resources from generated funds - Investment income 1150 - Income from inv assets — — — — — — 1152 - Dividends income — — — — — — 1154 - Interest income 1,378 — — — 1,378 1,728 1156 - Income from rents — — — — — — Total 1,378 — — — 1,378 1,728 Incoming resources from generated funds - Incoming resources from charitable activities 1112 - Income from government bodies — — — — — — 1126 - Service agreements — — — — — — 1130 - Income from services — — — — — — 1132 - Lettings of non inv property — — — — — — 1134 - Trading inc from authorities — — — — — — Total — — — — — — Other incoming resources 1158 - Gain-disposal of fixed asset — — — — — — 1159 - Tax recovered 3,511 — — — 3,511 5,053 1160 - Refund of Incorrect Debit — — — — — — 1161 - Returned payment from Kamal Kantha Kolkata — — — — — — Total 3,511 — — — 3,511 5,053	— — — — — — — — — — — —
	— — — — — — — — — — — — 3,511 — — — 3,511 5,053 — — — — — — — — — — — —
	3,511 — — — 3,511 5,053
INCOME TOTAL	40,039 2,571 — — 42,610 70,419

EXPENDITURE
Costs of generating funds - Costs of generating		voluntary income
1302 - Cost of raising funds	—	—	—	—	—	—
1304 - Agents costs	—	—	—	—	—	—
1305 - Just Giving Website	216	—	—	—	216	216
13051 - Virgin Money Giving	—	—	—	—	—	—
1306 - Fundraising publicity costs	—	—	—	—	—	—
Total	216	—	—	—	216	216

Page 5

Costs of generating funds - Investment management costs — 1308 - Investment management

- nvesmen managemen Total Charitable activities 1310 - Capital maintenance 1312 - Grants to institutions 1313 - Shuktara India 13131 - Kamal Kantha Kolkata 1314 - Grants to individuals 1315 - D Earp Salary & Expenses 1316 - Supply of services 1318 - Supply of goods 1326 - Office costs 1328 - Communications costs 1340 - Depreciation Total Governance costs 1320 - Audit costs 1321 - Bank Charges 1322 - Legal advice 1323 - Unpaid cheque 1324 - Preparing accounts 1325 - Over payment 13251 - Incorrect Debit Total	— — — — — —
	— — — — — — — — — — — — — — — — — — 83,000 — — — 83,000 117,600 — — — — — — — — — — — — — — — — — 6,000 4,320 — — — 4,320 6,380 — — — — — — 200 — — — 200 150 130 — — — 130 — — — — — — —
	87,650 — — — 87,650 130,130 — — — — — — 25 — — — 25 75 — — — — — — — — — — — — — — — — — — — — — — — — — — — — — —
	25 — — — 25 75
EXPENDITURE TOTAL	87,891 — — — 87,891 130,421

GRAND TOTAL	(47,852) 2,571 — — (45,281) (60,001)

 Conclusion

Total Reserves in all funds at 30 September 2022 stands at £161,104 .

Total Receipts received during 2021/2022 were £42,610 .

Total Payments amounted to £87,891 .

During the past year - October 2021 to September 2022 - Shuktara Trust (UK) anticipated a café project in Kolkata would be implemented with some high-profile fundraising. However, trustees have decided the emphasis should now focus on the more pressing outreach work to support the lives of young disabled people to live more independently. Shuktara Kolkata will also purchase a small property in the city to convert into a shop as an outlet for Shuktara Cakes bakery products.

This report dated: 19[th] December 2022

Page 6

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Shuktara Trust (UKI)

On accounts for the year 30 September 2022 Charity no 1112303 ended (if any) Set out on pages 1-6 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/09/ 2022 .

Responsibilities and basis of report

As the charity's trustees, 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.

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.

Please delete the words in the brackets if they do not apply.

Date: 19/12/2022

Signed: Name: John Culhane Relevant professional qualification(s) or body (if any): Address: 89 More Close

Oct 2018

IER

London W14 9BW

Section B Disclosure

Only complete if the examiner needs to highlight material 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 .

Oct 2018

IER