**Trustees' Annual Report for the period**
Period start date Period end date 1st October 2022 30th September 2023 **From To**
**==> picture [82 x 60] intentionally omitted <==**
## 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**
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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|||
||Kamau Lyon||||
||Alyson Rose||||
||Judith Harris||||
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**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 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
Trust, minimum of three trustees
- (eg. trust, association, company)
Trustee selection methods
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 16 young disabled men and eight young disabled women who have lost their families and cannot live independently. Shuktara is now reaching out to families in the remote Purulia and Cooch Behar districts in West Bengal 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. Six young men from shuktara, Kolkata are using their baking and patisserie skills to produce French cakes for sale. There is now a Shuktara Cakes shop which sells coffee and is an outlet for patisserie from the bakery.
A Trustees’ 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 are given the opportunity to say if they are concerned about a colleague’s behaviour.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
To provide income and direction for disadvantaged persons in India but particularly supporting the work of shuktara in Kolkata, West Bengal, 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. 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 disabled people in Kolkata. Also, to provide support for families who live in remote parts of West Bengal who are raising disabled **Summary of the main** children with very little medical assistance. **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 and Shop and since autumn 2022 the outreach projects to families living in the Purulia and Cooch Behar districts.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## 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.
## 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 eighteen years. **achievements of the charity during the year** STUK trustees have met four times during the year. They implemented a matched fundraising Christmas appeal to boost revenue as there had been a drop in income in the past few years and expenditure had increased. This raised £30,000. One trustee completed a 10K run and raised just under £1,500. She also managed to fit in a visit to shuktara, Kolkata, while on a work trip to India. She gave very encouraging feedback on all that is happening in Kolkata and the outreach projects, in particular highlighting the need to install solar panels in the Lula Bari house. A fundraiser was employed for three days, generously paid for by a trustee. She set up a comprehensive plan and a template for making grant requests, listed potential trusts and made a first grant application. Unfortunately, STUK had not been successful but the trust encouraged us to reapply. The fundraiser has since been employed by STUK to work for a further 6 days over a 3-month period beginning in October 2023 and will be making grant applications on behalf of STUK. The grant support for shuktara, Kolkata and its projects for 2023/24 of £77,281 was sent to shuktara’s FCRA account in June 2023. In **shuktara, Kolkata,** solar panels have been installed on Lula Bari house as well as Anna Bari house which helped reduce costs considerably. A small premises nearby to Anna Bari was purchased to sell coffee and cakes made by the six young men who work in the Shuktara Cakes Bakery. Two of these young men now live independently with their own family, after growing up in shuktara. The shop is staffed by one or two of the young men from shuktara and is open from 10am until 9pm. An ambulance has been donated and is being used to help local people with emergency hospital visits. Recently an American film crew, who are making a documentary about shuktara, visited and were taken to see the ongoing work in the Purulia district, of West Bengal. Shuktara is working in six villages in the region, supporting 19 families who between them have 20 disabled children or young people. Eight children have been provided with callipers and one girl with an adapted wheelchair. This work of support is ongoing and it is intended to reach further afield to a more northern area of West Bengal called Cooch Behar. For the residents of the shuktara homes, staff provide a number of activities outside of school, including home tuition, dance classes and physiotherapy enabling our residents to feel engaged and stimulated.
**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, currently this is £80,000.
**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;
- investment policy and objectives including any ethical investment policy adopted.
## Principal Source of Funds:
Individual donations, both regular and one-off giving; grants from Trusts. The 2022 Christmas appeal raised £30,000.
## Expenditure:
It will be noted in Section D that expenditure has supported the ongoing maintenance of the two homes and provided care and education of those living at shuktara, Kolkata. Expenditure contributed to the purchase of solar panels and is supporting outreach work in the remote parts of West Bengal.
Investment Policy:
STUK’s cash assets are spread between Santander, Cambridge & Counties Bank, The Hampshire Trust Bank and The Redwood Bank.
## **Section F Other optional information**
## Plans for 2023/2024
To apply to a number of trusts and grant making bodies, with the help of a professional fundraiser, to raise in the region of £45,000. To encourage shuktara, Kolkata to continue gaining more local financial support. To highlight the new outreach project to Cooch Behar, West Bengal with UK supporters.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|||
|---|---|---|
||Adam Thompson|Susan Maureen Tungay|
||Chair||
||10thJanuary 2024||
March **2012**
**TAR**
6
**==> picture [527 x 336] intentionally omitted <==**
## **End of Year Financial Statements Year ending 30 September 2023**
_Page 1_
## **Introduction**
This last year, October 2022 to September 2023, has seen a great improvement in income equating to an 82% increase over the previous year. This is due to flagging up projects with our supporter base. In December 2022 Shuktara held a matched fundraiser for the new outreach project in the Purulia district of West Bengal which raised £30,000. One of our trustees was able to fit in a visit to shuktara, Kolkata while on a work trip, and reported that our Lula Bari home wanted to install solar panels. Sharing this with our supporters raised £2,500. In addition, a regular celebrity donor raised £8,600 by winning ITV’s ‘The Weakest Link’ programme. The amount of grant sent to shuktara, Kolkata was £4,500 less than the previous year and shuktara, Kolkata has seen more support locally.
## **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
Investment income
Other incoming resources
**Total income**
**Resources used**
Costs of generating funds
Costs of generating voluntary income
Charitable activities
Governance costs
**Total expenditure**
**Net income / (expenditure) resources before**
**transfer**
**Other recognised gains / losses**
**Net movement in funds**
**Total funds brought forward**
**Total funds carried forward**
**Represented by**
**Unrestricted**
General fund
**Designated**
Cafe
Lula Bari|66,030
—
—
66,030
37,720
3,729
—
—
3,729
1,378
7,878
—
—
7,878
3,511|
||**77,638**
**—**
**—**
**77,638**
**42,610**
216
—
—
216
216
83,082
—
—
83,082
87,650
25
—
—
25
25|
||**83,323**
**—**
**—**
**83,323**
**87,891**|
||**(5,685)**
**—**
**—**
**(5,685)**
**(45,281)**|
||**(5,685)**
**—**
**—**
**(5,685)**
**(45,281)**|
||**161,104**
**—**
**—**
**161,104**
**206,385**|
||**155,418**
**—**
**—**
**155,418**
**161,104**
142,930
—
—
142,930
146,494
—
—
—
—
2,396
12,488
—
—
12,488
12,213|
## **Balance sheet**
|**Class and code**
**Description**
**Fixed assets**
1402
Office equipment
**Total Fixed assets**|**This year**
**Last year**|
|---|---|
||406
406|
||**406**
**406**|
_Page 2_
|**Current assets**
1502
Santander UK plc
15041
Cambridge & Counties Bank
15043
Hampshire Trust Bank #11070303/CLOSED
15044
Hampshire Trust Bank #11584595
15045
Redwood Bank
**Total Current assets**
**Reserves**
Excess / (deficit) to date
Z01
Starting balances
**Total Reserves**
**Represented by funds**
Unrestricted
Designated
Restricted
Endowment
**Total**
**Statement of assets and liabilities**|**This **|10,226
34,377
91,211
88,311
—
38,008
38,475
—
15,098
—|
|---|---|---|
|||**155,012**
**160,697**
(5,685)
(45,281)
161,104
206,385|
|||**155,418**
**161,104**
142,930
146,494
12,488
14,609
—
—
—
—|
|||**155,418**
**161,104**|
|||**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**
General fund (Unrestricted) -
Lula Bari (Designated) -
**Hampshire Trust Bank #11070303/CLOSED**
General fund (Unrestricted) -
**Hampshire Trust Bank #11584595**
General fund (Unrestricted) -
**Redwood Bank**
General fund (Unrestricted) -
**Total for Cash at bank and in hand**
**Grand total**||406
406|
|||**406**
**406**|
|||**406**
**406**
7,737
29,768
2,488
2,213
—
2,396|
|||**10,226**
**34,377**
81,211
78,311
10,000
10,000|
|||**91,211**
**88,311**
—
38,008|
|||**—**
**38,008**
38,475
—|
|||**38,475**
**—**
15,098
—|
||**155,012**
**160,697**||
||**155,418**
**161,104**||
_Page 3_
## **Fund movement by type**
**Opening Incoming Outgoing Transfers Gains/losses Journals Closing**
|**General - General fund**
Unrestricted
**Sub-total for General**
**LulaBari - Lula Bari**
Designated
**Sub-total for LulaBari**
**Cafe - Cafe**
Unrestricted
Designated
**Sub-total for Cafe**
**Grand total**|146,494
77,363
80,927
—
—
—
142,930|
|---|---|
||**146,494**
**77,363**
**80,927**
**—**
**—**
**—**
**142,930**
12,213
275
—
—
—
—
12,488|
||**12,213**
**275**
**—**
**—**
**—**
**—**
**12,488**
—
—
—
—
—
—
—
2,396
—
2,396
—
—
—
—|
||**2,396**
**—**
**2,396**
**—**
**—**
**—**
**—**|
||**161,104**
**77,638**
**83,323**
**—**
**—**
**—**
**155,418**|
## **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 – Gift Aided Donations|30,508|275||—|—|30,783|14,070|
|1108 - Non-Gift Aided Donations|23,072|—||—|—|23,072|13,092|
|1109 - Income via JustGiving|8,644|—||—|—|8,644|5,113|
|1111 - Income via PayPal|909|—||—|—|909|1,870|
|1113 - Income via Give As You Live|38|—||—|—|38|52|
|11131 - Income via Amazon Smile|32|—||—|—|32|20|
|1117 - Income from Trusts|2,550|—||—|—|2,550|3,500|
|Total|65,755|275||—|—|66,030|37,720|
|**Incoming resources from generated funds - Investment income**
1154 - Interest income
3,729
—
—
—
3,729
1,378
Total
3,729
—
—
—
3,729
1,378
**Other incoming resources**
1159 - Tax recovered
7,878
—
—
—
7,878
3,511
Total
7,878
—
—
—
7,878
3,511|**Incoming resources from generated funds - Investment income**
1154 - Interest income
3,729
—
—
—
3,729
1,378
Total
3,729
—
—
—
3,729
1,378
**Other incoming resources**
1159 - Tax recovered
7,878
—
—
—
7,878
3,511
Total
7,878
—
—
—
7,878
3,511|
|---|---|
||3,729
—
—
—
3,729
1,378
7,878
—
—
—
7,878
3,511|
||7,878
—
—
—
7,878
3,511|
|**INCOME TOTAL**|77,363
275
—
—
77,638
42,610|
## **EXPENDITURE**
## **Costs of generating funds - Costs of generating voluntary income**
|1305 - Just Giving Website
Total|216
—
—
—
216
216|
|---|---|
||216
—
—
—
216
216|
_Page 4_
|**Charitable activities**
1313 - Shuktara India
1316 - Supply of services
1326 - Office costs
1328 - Communications costs
Total
**Governance costs**
1321 - Bank Charges
Total|74,885
2,396
—
—
77,281
83,000
5,651
—
—
—
5,651
4,320
150
—
—
—
150
200
—
—
—
—
—
130|
|---|---|
||80,686
2,396
—
—
83,082
87,650
25
—
—
—
25
25|
||25
—
—
—
25
25|
|**EXPENDITURE TOTAL**|80,927
2,396
—
—
83,323
87,891|
|||
|**GRAND TOTAL**|(3,564)
(2,121)
—
—
(5,685)
(45,281)|
## **Conclusion**
**Total** Reserves in all funds at 30 September 2023 stands at **£155,418.**
**Total Receipts** received during 2022/2023 were **£77,638.**
**Total Payments** amounted to **£83,323.**
During the past year a concerted effort was made to increase donations by highlighting specific shuktara projects. These included the outreach project to Purulia district, West Bengal, the need for solar panels at Lula Bari (the young women’s home) and a new outreach initiative to Cooch Behar, also in West Bengal. Donors much prefer to give to projects but we have also reminded them of the need to support ongoing running costs.
This report dated: **10 January 2024**
_Page 5_
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to thè trustee81
membèrs of
Shuktara Trust (UK)
On accounts for tho year
endod
30 September 2023
Charity no
(rf any)
1112303
Set out on pages
I report to the trustees on my examination of the attounts of the above
charty (1he Trusf) for ts year ended 3010912023.
R6spon$lblllll•s and
basis of report
As the charws truslees, you are responsible for the pr8paration of the
accounts in accordance %*ith the requirements of the Charities Act 2011
Ilhe Act.).
I report in respect of my examination of the Trust's accounts C8rried out
under section 145 of the 2011 Act and in carying out my examination, I
have followed all the applicable Direth'ons given by th8 Charity Commission
under section 14515)(b) of the Act.
Independent I have completed my examination. I confinn that no material matters have
examlner's statement come to my attention in connection the examinats'on which gives me
cause to believe that in, any material respect:
Ihe accounting records were not kept in accordance with section 130
of the Charrties Act. or
the accounts dtd not accord w5th the accounting records,. or
the accounls did not comply with the applicable requiremènts
conceming the fomi and content of accounts set out in the Charities
(Accounts and Reports) Regulations 2008 other than any requirement
that the accounts give a 'tnJe and fair, viéw which 18 not a matter
considered as part of an independent examination.
I have no concems artd have come acxoss no other matters in connection
with the examination to whith attention should be drawn in this report in
order to enable a woper understanding of the accounts to be reached.
Slgned:
Dato:
Name:
Douglas Tweddle
Relevant professional
qualification(s) or body
(if any):
rec<
Address:
11 Lily Close
London W14 9YA
IER
Oct 2018