Trustees' Annual Report for the period
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|Period start date|Period end date|
|1st|October|2023|30th|September|2024|
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Section A Reference and administration details
Charity name Shuktara Trust (UK)
Other names charity is known by
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|Registered charity number (if any)|:|1112303|
|Charity's principal address|7 Lily Close|
|London|
|Postcode|W14 9YA|
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Names of the charity trustees who manage the charity
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|Dates acted if not for whole|Name of person (or body) entitled|
|Trustee name|Office (if any)|
|year|to|appoint|trustee|(if any)|
|1 Adam Thompson|Chair|
|2|Michael Tungay|Deputy Chair|
|3|Susan Tungay|Secretary|
|4|Judith Harris|
|5|Kamau Lyon|
|6|Alyson Rose|
|7|
|8|
|9|
|10|
|11|
|12|
|13|
|14|
|15|
|16|
|17|
|18|
|19|
|20|
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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
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
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)
Trust, minimum of three trustees How the charity is constituted
- (eg. trust, association, company)
Appointed by trustees for five years Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
Shuktara Trust (UK) supports the work of shuktara, India, providing a safe home in Kolkata for 13 young disabled men and 8 young disabled women who have lost their families and cannot live independently. Shuktara has been reaching out for the last two years to families in the remote Purulia district in West Bengal who have disabled children, by providing physiotherapy, mobility assistance and medical appointments.
You may choose to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
Shuktara Trust (UK) also supports Shuktara Cakes Kolkata, a bakery and training project, 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 to individual customers. The Shuktara Cakes Shop is an outlet for patisserie from the bakery.
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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A Trustees’ Induction Pack is available to thoroughly equip new trustees
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parties; with the workings of the Trust. The charity’s current account is with
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trustees’ consideration of Santander Business Banking and is managed online by one trustee, major risks and the system overseen by a second trustee with view only access. A firm of accountants and procedures to manage reviews all bank reconciliations monthly pro bono. them.
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: click here. 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
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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)
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Grant Making
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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, holidays for the residents, repair and maintenance of the buildings, communication, office costs and administration. The grant also helps support Shuktara Cakes Bakery and Shop and since 2022 the outreach project to families living in the Purulia District of West Bengal.
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
Shuktara Trust (UK) (STUK) has been operating and supporting Summary of the main shuktara, Kolkata, India for nineteen years. achievements of the charity STUK trustees met three times online and once in person during the during the year
STUK trustees met three times online and once in person during the year.
A specialist Trust Fundraiser was engaged for 3 days over a period of 3 months to apply to suitable grant making trusts, disappointingly, this has so far resulted in no funding being offered. However, a matched donation of £15,000 from a donor resulted in £17,240 matched donations.
A link up with a Will writing company was arranged and posted on our UK website whereby anyone using the firm would hopefully consider a legacy for STUK and a small donation would be received from the company.
The finance reporting package with Data Developments has been moved to its online version.
The website continues to be managed by Alison Saracena.
South Hampstead High School PTA chose Shuktara as their charity of the year and £3,071 was raised.
A 25[th] Anniversary Lunch for supporters was arranged for October 2024 at Tsiakkos & Charcoal restaurant and although a cost of £35/head was made all food was donated by the restaurant. A documentary film maker had almost completed its filming of shuktara and its projects and provided a short clip to be shown at the celebration lunch.
Overall, the trustees have been encouraged with the increased level of donations, although increasing the number of regular donors is still static. A grant of £70,570 was made in May 2024 in support of shuktara, Kolkata, Shuktara Cakes, Shuktara Café and the outreach projects for
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Section D Achievements and performance the period June 2024 to May 2025, this was sent to shuktara’s FCRA account. Shuktara, Kolkata On 1[st] July 2024 shuktara in Kolkata celebrated its 25 year anniversary. Events were held at Anna Bari, the boys’ home, with all the residents of both homes and many local friends and supporters present. Pappu Mishra, Chairman of shuktara has reported that a local Indian individual has committed to donating the equivalent of £1,000 a month. The UK trustees were greatly encouraged as the long term view is for shuktara Kolkata to be entirely supported by local and national donors/donations. Outreach work supporting families with disabled children continues in the Purulia District of West Bengal as well as the Shuktara Ambulance which is available for underprivileged families in the shuktara neighbourhood to use for emergencies. Printed newsletters from Kolkata have been reintroduced as some supporters do not regularly access the internet and so a smaller secondary list has been set up. The young adults and children who live at shuktara homes continue to thrive with regular activities and a feeling of well being and care that is very much our ethos of a home for life.
Section E Financial review
The trustees’ reserves policy is to have a minimum of one year’s running Brief statement of the costs, currently £78,000. charity’s policy on reserves Details of any funds materially None in deficit Further financial review details (Optional information) You may choose to include Principal Source of Funds: additional information, where Donations from individuals, both regular and one-off; grants from Trusts; relevant about: corporate donors. the charity’s principal sources of funds (including Expenditure: any fundraising); As noted in Section D a grant was made to shuktara Kolkata to cover the how expenditure has ongoing activities which include care and education of those living at shuktara, Kolkata, maintenance of the two houses, support for the bakery supported the key objectives and café and the outreach projects. of the charity; investment policy and Investment Policy: objectives including any STUK’s cash assets are spread between Santander, Cambridge & ethical investment policy Counties Bank and The Redwood Bank. adopted.
Section F Other optional information
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Plans for 2024/2025
To continue to encourage shuktara, Kolkata to engage with local and national supporters and donors to pursue our aim of making shuktara Kolkata self-funding. In the meantime we will continue to support any individual fundraising opportunities in the UK.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| i | Tery | ||||
|---|---|---|---|---|---|
| Signature(s) | i | Tery | |||
| Full name(s) | Adam Thompson | Susan Maureen Tungay | |||
| Position (eg Secretary, Chair, | Position (eg Secretary, Chair, | Chair | |||
| etc) | |||||
| Date | Date | 17thDecember 2024 |
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End of Year Financial Statements Year Ending 30 September 2024
Introduction: The year October 2023 to September 2024 has seen a great improvement in received Income which increased by 42%. Expenditure sent to shuktara Kolkata in May 2024 decreased by £7,000 from last year.
The increase was helped by a matched funding event and some large one-off donations. However the trustees are still keen to see an increase in regular giving. The reduced grant sent to shuktara Kolkata for the current year was due to Shuktara Cakes bakery becoming self-sustaining and there has been an increase in the amount of funding received from local and national donors in India.
Statement of Financial Activities
| Unrestricte d funds |
Restricted funds |
Endowment funds |
Total funds |
Prior year total funds |
|
|---|---|---|---|---|---|
| Incoming resources | |||||
| Incoming resources from generated funds | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Voluntary income | £90,338 | £3,000 | 0.00 | £93,338 | £66,030 |
| Activities for generating funds | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investment income | £7,087 | 0.00 | 0.00 | £7,087 | £3,729 |
| Incoming resources from charitable activities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other incoming resources | £10,031 | 0.00 | 0.00 | £10,031 | £7,878 |
| Total income | £107,456 | £3,000 | **0.00 ** | £110,456 | £77,638 |
| Resources used | |||||
| Costs of generating funds | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Costs of generating voluntary income | £216 | 0.00 | 0.00 | £216 | £216 |
| Fundraising trading: cost of goods sold and other | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investment management costs | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Charitable activities | £74,368 | £3,000 | 0.00 | £77,368 | £83,082 |
| Governance costs | £35 | 0.00 | 0.00 | £35 | £25 |
| Other resources used | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total expenditure | £74,619 | £3,000 | 0.00 | £77,619 | £83,323 |
| Net income / (expenditure) resources before transfer |
£32,837 | 0.00 | 0.00 | £32,837 | (£5,686) |
Transfers
| Gross transfers between funds - in Gross transfers between funds - out Other recognised gains / losses Gains/losses on investment assets Gains on revaluation, fixed assets, charity's own use Net movement in funds Total funds brought forward Total funds carried forward |
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 |
|---|---|
| £32,837 0.00 0.00 £32,837 (£5,686) |
|
| £155,418 0.00 0.00 £155,418 £161,104 |
|
| £188,256 0.00 0.00 £188,256 £155,418 |
Balance Sheet detailed
| Class and code Descripton |
As at 30/09/2024 As at 30/09/2023 |
|---|---|
| Fixed assets 1402 Office equipment Total Fixed assets Current assets 1502 Santander UK plc 15041 Cambridge & Counties Bank 15044 Hampshire Trust Bank #11584595 15045 Redwood Bank #80136263 Issue 17 15046 Redwood Bank #80168173 Issue 16 Total Current assets Net Asset surplus (deficit) Reserves Excess/(deficit) to date Z01 Starting balances Total Reserves Represented by Funds General (Unrestricted) Designated Restricted |
0.00 £406 |
| 0.00 £406 £46,766 £10,226 £90,136 £91,211 0.00 £38,475 £20,857 £15,098 £30,496 0.00 |
|
| £188,256 £155,012 |
|
| £188,256 £155,418 |
|
| £32,837 (£5,686) £155,418 £161,104 |
|
| £188,256 £155,418 £182,345 £142,930 £5,910 £12,488 0.00 0.00 |
£188,256 £155,418
Total
Statement of Assets and Liabilities (by fund)
| Balance Previous balance |
|
|---|---|
| Tangible Assets 1402: Office equipment General fund Unrestricted 0.00 £406 0.00 £406 Tangible Assets 0.00 £406 Cash At Bank and In Hand 1502: Santander UK plc 25th Anniversary Celebration Lunch Designated £910 0.00 General fund Unrestricted £45,855 £7,737 Lula Bari Designated £0 £2,488 £46,766 £10,226 15041: Cambridge & Counties Bank General fund Unrestricted £85,136 £81,211 Lula Bari Designated £5,000 £10,000 £90,136 £91,211 15044: Hampshire Trust Bank #11584595 General fund Unrestricted 0.00 £38,475 0.00 £38,475 15045: Redwood Bank #80136263 Issue 17 General fund Unrestricted £20,857 £15,098 £20,857 £15,098 15046: Redwood Bank #80168173 Issue 16 General fund Unrestricted £30,496 0.00 £30,496 0.00 Cash At Bank and In Hand £188,256 £155,012 Grand Total £188,256 £155,418 |
0.00 £406 |
| 0.00 £406 |
Fund movement summary
Fund Opening Incoming Outgoing Transfers Gains/Losses Journals Closing
| Fund | Opening | Incoming | Outgoing T |
ransfers Ga |
ns/Losses J |
ournals | Closing | |
|---|---|---|---|---|---|---|---|---|
| 25yr Celeb | ||||||||
| Designated | 0.00 | £910 | 0.00 | 0.00 | 0.00 | 0.00 | £910 | |
| Sub-totals | 0.00 | £910 | 0.00 | 0.00 | 0.00 | 0.00 | £910 | |
| Anna Bari | ||||||||
| Restricted | 0.00 | £3,000 | £3,000 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Sub-totals | 0.00 | £3,000 | £3,000 | 0.00 | 0.00 | 0.00 | 0.00 | |
| General | ||||||||
| Unrestricted | £142,930 | £106,211 | £66,796 | 0.00 | 0.00 | 0.00 | £182,345 | |
| Sub-totals | £142,930 | £106,211 | £66,796 | 0.00 | 0.00 | 0.00 | £182,345 | |
| LulaBari | ||||||||
| Designated | £12,488 | £335 | £7,823 | 0.00 | 0.00 | 0.00 | £5,000 | |
| Sub-totals | £12,488 | £335 | £7,823 | 0.00 | 0.00 | 0.00 | £5,000 | |
| Totals | £155,418 | £110,456 | £77,619 | 0.00 | 0.00 | 0.00 | £188,256 |
Analysis of income and expenditure
Total
| Unrestricted | Designate **d ** |
**Restricted ** | Endowmen **t ** |
This year | Last year |
|
|---|---|---|---|---|---|---|
| INCOMING RESOURCES | ||||||
| Incoming resources from generated funds | ||||||
| 1101 - GA Donations | £35,010 | £335 | 0.00 | 0.00 | £35,345 | £30,783 |
| 1108 - Non GA Donations | £27,339 | £910 | £3,000 | 0.00 | £31,249 | £23,072 |
| 1109 - Income via Justgiving | £9,740 | 0.00 | 0.00 | 0.00 | £9,740 | £8,644 |
| 11092 - Benevity | £7,837 | 0.00 | 0.00 | 0.00 | £7,837 | 0.00 |
| 1111 - Income via PayPal | £1,665 | 0.00 | 0.00 | 0.00 | £1,665 | £909 |
| 1113 - Income via Give As You Live | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | £38 |
| 11131 - Income via Amazon Smile | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | £32 |
| 1117 - Income from Trusts | £7,500 | 0.00 | 0.00 | 0.00 | £7,500 | £2,550 |
| 1154 - Interest income | £7,087 | 0.00 | 0.00 | 0.00 | £7,087 | £3,729 |
| Incoming resources from generated funds Totals |
£96,180 |
£1,245 | £3,000 | **0.00 ** | **£100,425 ** | £69,759 |
| Other incoming resources | ||||||
| 1159 - Tax recovered | £9,956 | 0.00 | 0.00 | 0.00 | £9,956 | £7,878 |
| 1160 - Refund of Incorrect Debit | £75 | 0.00 | 0.00 | 0.00 | £75 | 0.00 |
| Other incoming resources Totals | £10,031 |
0.00 | 0.00 | 0.00 | £10,031 | £7,878 |
| Incoming resources Grand totals | £106,211 |
£1,245 | £3,000 | **0.00 ** | **£110,456 ** | £77,638 |
| RESOURCES USED | ||||||
| Costs of generating funds | ||||||
| 1305 - Just Giving Website | £216 | 0.00 | 0.00 | 0.00 | £216 | £216 |
| Costs of generating funds Totals | £216 | 0.00 | 0.00 | 0.00 | £216 | £216 |
| Charitable activities | ||||||
| 1313 - Shuktara India | £59,747 | £7,823 | £3,000 | 0.00 | £70,570 | £77,281 |
| 1316 - Supply of services | £6,001 | 0.00 | 0.00 | 0.00 | £6,001 | £5,651 |
| 1326 - Office costs | £250 | 0.00 | 0.00 | 0.00 | £250 | £150 |
| 1328 - Communications costs | £140 | 0.00 | 0.00 | 0.00 | £140 | 0.00 |
| 1340 - Depreciation | £406 | 0.00 | 0.00 | 0.00 | £406 | 0.00 |
| Charitable activities Totals | £66,545 |
£7,823 | £3,000 | 0.00 | **£77,368 ** | £83,082 |
Governance costs
| 1321 | - Bank Charges | £35 | 0.00 | 0.00 | 0.00 | £35 | £25 |
|---|---|---|---|---|---|---|---|
| Governance costs Totals | £35 | 0.00 | 0.00 | 0.00 | £35 | £25 | |
| Resources used Grand totals | £66,796 | £7,823 | £3,000 | 0.00 | **£77,619 ** | £83,323 |
Conclusion:
Total reserves in all funds at 30 September 2024 stands at £188,256 .
Total receipts received during 2023/2024 were £110,546 .
Total payments during 2023/2024 amounted to £77,619 .
The 25[th] anniversary of shuktara, Kolkata was celebrated on 1 July 2024 and the year has seen new supporters giving generously with one off donations and some committed to giving on a regular basis. The trustees continue to encourage shuktara Kolkata to engage with locals and nationals in India in order to develop more funding.
This report dated: 17[th] December 2024
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 Shuktara Trust (UK) On accounts for the year ended 30th September 2024 Charity no (if any) 1112303 Set out on pages I report to the trustees on my examination of the accounts of the above charty ('the Trust.) for the year ended 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 Acr) 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 examiner's statement ss Income exce em IGable. ero Inse na no app I have completed my examination. I confirm that no rnaterial matters have come to my attention in connection wrth the examination (other than that disclosed below") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Chanties Act; or the accounts did not accord with the accounting records; or the accounts did not comply wrth the applicable requirements conceming the forni and conlent 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 cOnmS 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 rf they do not apply. Signed: Date: Name: Relevant professlonal qualification(s) or body IER Oct 2018