**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**
March **2012**
**TAR**
1
|**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.
March **2012**
**TAR**
2
## **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)**
March **2012**
**TAR**
3
## 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
March **2012**
**TAR**
4
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**
March **2012**
**TAR**
5
## **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|||||
March **2012**
**TAR**
6
## **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**|
_Page 3_
|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|—|—||—|—|—|—|
_Page 4_
|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
1
**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** .
2
**Oct 2018**
**IER**