OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

← The Shuktara Trust (UK)

2025-09-30-accounts

Trustees' Annual Report for the period

From

Period start date 1st October 2024

To

Period end date

30th September 2025

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 ~~ee~~ Names of the charity trustees who manage the charity 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 Chairman 2 Michael Tungay Deputy Chairman 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 ~~=== ===~~ 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

Trust Deed

Type of governing document (eg. trust deed, constitution) Trust, minimum of three trustees How the charity is constituted

Appointed by trustees for five years Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Shuktara Trust (UK) supports the work of Shuktara, India, providing a safe home in Kolkata for 14 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 three years to families in the remote Purulia district of West Bengal who have disabled children, by providing physiotherapy, mobility assistance and medical appointments.

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 overseen by a second trustee with view only access. Any expenditure over £500 has to be agreed by a second designated trustee. A firm of accountants reviews all bank reconciliations monthly pro bono.

Shuktara Trust (UK) is the fundraising arm for Shuktara, Kolkata. The trustees acknowledge they have a responsibility to all our donors that the 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 via this link: https://shuktara.org/wp-content/uploads/Shuktara-KolkataChild-Protection-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

Summary of the objects of the charity set out in its governing document

To provide income and direction for disadvantaged persons in India but particularly supporting the work of Shuktara in Kolkata, West Bengal, India.

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.

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)

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 children with very little medical assistance.

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, holidays for the residents, repair and maintenance of the buildings, communication technology, office costs and administration. The grant has also helped support the outreach project to families living in the Purulia District of West Bengal since 2022.

Investment

Shuktara Trust (UK) makes every effort to keep its deposits in low-risk savings accounts at around £120,000, 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 been operating and supporting Summary of the main Shuktara, Kolkata, India for twenty-six years. achievements of the charity during the year STUK trustees met four times, three Online and once in person during the year. The 25[th] Anniversary lunch in October 2024 was very successful raising £1,454 and included a surprise appearance by Pappu Mishra, Chairman of shuktara, Kolkata, and guests were able to hear first hand about the activities of the charity in Kolkata. A further visit was made in March 2025 by Pappu along with Dr Andrew Flemming, British Deputy High Commissioner for East & North East India and an open meeting for supporters was held at Coffee Plant, Portobello Road. Andrew spoke engagingly about his connection with shuktara and he and Pappu answered many questions from the audience. Our freelance trust fundraiser had suggested resubmitting a grant application to Chalk Cliff Trust and as a result STUK received £5,000. A donation of £4,200 was received from Fonds de Dotation Le Moel, a French trust. A donation of £4,964 was received from a corporate donor. Money has been received from a large legacy of a regular donor of STUK and more will be coming when the estate is settled. The trustees are keen that this could be used by shuktara on a new project and Pappu Mishra has been asked for his ideas. As well as regular donations received into Shuktara’s working bank account with Santander, JustGiving is also a means for supporters to donate on a regular and one-off basis and it is now possible to donate with cryptocurrencies. Further gifts are received via PayPal, Benevity and Give As You Live. A grant of £56,485 was made in May 2025 to shuktara, Kolkata in support of the two homes and the outreach projects for the period June 2025 to May 2026, this was sent to shuktara’s FCRA account. Shuktara, Kolkata: Pappu Mishra, Chairman of shuktara has reported that local Indian donations are increasing year by year. Local supporters prefer to give in kind, with donations of rice and dal or bulk gifts of adult nappies. So we are 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 remote Purulia District of West Bengal where there is little help. Our aim is to support a large number of very poor families who have disabled children. We heard about their predicament from one of our tutors who knows about this area. The young adults and children who live at shuktara’s homes continue to thrive with regular activities along with a feeling of wellbeing and care that is very much our ethos of a home for life. We have at least one trip a year where either the young men or women are taken to the seaside. This year, shuktara’s young women and girls will have a holiday in Odissa.

March 2012

TAR

5

Section E Financial review ~~ee~~

Brief statement of the charity’s policy on reserves

The reserve was increased during the year to cover 3 years running costs with a new figure of £180,000.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Principal Source of Funds:

Via donations from individuals, both regular and one-off, grants from Trusts and Foundations, corporate donors.

Expenditure:

A grant was made to shuktara Kolkata to cover the ongoing activities which include care and education of those living at there, plus

• investment policy and Investment Policy: objectives including any STUK’s cash assets are spread between Santander, which is the working ethical investment policy bank account, and savings accounts, one with Cambridge & Counties adopted. and two with The Redwood Bank, these investments do not conflict with the charity’s interests

~~ee~~ Section F Other optional information

Plans for 2025/2026

STUK will continue to advise and encourage shuktara Kolkata to further engage with local and national supporters and donors with the aim of becoming self-funded. STUK will continue to support fundraising opportunities in the UK.

Section G Declaration ~~a~~

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

Signed on behalf of the charity’s trustees

Signature(s)

Susan Maureen Tungay Full name(s) Adam Lockwood Thompson ~~ee~~ Position (eg Secretary, Chair, Chair Secretary etc) ~~ee~~ Date 19th December 2025

March 2012

TAR

6

End of Year Financial Statements Year Ending 30 September 2025

Introduction: This year has seen Incoming Resources increase by approximately 9% which is due to a large legacy received from a supporter’s trust. Shuktara is very grateful for this as regular and one-off donations have decreased by approximately 50%. The trustees were advised during the year that a large legacy was due to be coming Shuktara’s way and therefore did not actively encourage any fundraising.

Total expenditure has again decreased and this year by approximately 22%. This is encouraging and is due primarily to a reduction in grant of 20% going to shuktara, Kolkata. Less money has been spent on maintaining the website and other social media activities.

Statement of Financial Activities

Unrestricted
Restricted		 Endowment Total Prior year
total
funds
funds		 funds funds
funds
Incoming resources
Incoming resources from generated funds -
-		 - - -
Voluntary income 108,694
-		 - 108,694 93,338
Activities for generating funds -
-		 - - -
Investment income 7,934
-		 - 7,934 7,087
Incoming resources from charitable activities -
-		 - - -
Other incoming resources 3,714
-		 - 3,714 10,031
Total income 120,342
-		 **- ** 120,342 110,456
Resources used
Costs of generating funds -
-		 - - -
Costs of generating voluntary income 216
-		 - 216 216
Fundraising trading: cost of goods sold and other -
-		 - - -
Investment management costs -
-		 - - -
Charitable activities 60,146
-		 - 60,146 77,368
Governance costs 25
-		 - 25 35
Other resources used -
-		 - - -
Total expenditure 60,387
-		 - 60,387 77,619
Net income / (expenditure) resources before
transfer		 59,954
-		 - 59,954 32,837

1

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		 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
59,954
-
-
59,954
32,837
188,256
-
- 188,256
155,418
248,211
-
- 248,211
188,256

Balance Sheet detailed

Class and code
Descripton		 As at
30/09/2025
As at
30/09/2024
Fixed assets
1402
Office equipment
Total Fixed assets
Current assets
1502
Santander UK plc
15041
Cambridge & Counties Bank
15045
Redwood Bank #80136263 Issue 17
15046
Redwood Bank #80168173 Issue 16 CLOSED
15047
Redwood Bank #80195189 35 Day Notice
Total Current assets
Net Asset surplus (deficit)
Reserves
Excess/(deficit) to date
Z01
Starting balances
Total Reserves
Represented by Funds
General (Unrestricted)		 -
-
-
-
24,251
46,766
94,021
90,136
53,626
20,857
-
30,496
76,312
-
248,211
188,256
248,211
188,256
59,954
149,904
188,256
38,352
248,211
188,256
241,691
182,345

2

Designated
Restricted
Total		 6,519
5,910
-
-
248,211
188,256

Statement of Assets and Liabilities (by fund)

Previous Balance balance

Cash At Bank And In Hand
1502: Santander UK plc
25th Anniversary Celebration Lunch Designated 1,454 910
General fund Unrestricted 22,731 45,855
Lula Bari Designated 65 0
24,251 46,766
15041: Cambridge & Counties Bank
General fund Unrestricted 89,021 85,136
Lula Bari Designated 5,000 5,000
94,021 90,136
15045: Redwood Bank #80136263 Issue 17
General fund Unrestricted 53,626 20,857
53,626 20,857
15046: Redwood Bank #80168173 Issue 16 CLOSED
General fund Unrestricted - 30,496
- 30,496
15047: Redwood Bank #80195189 35 Day Notice
General fund Unrestricted 76,312 -
76,312 -
Cash At Bank And In Hand 248,211 188,256
Grand Total 248,211 188,256

3

Fund movement summary

Fund Opening Incoming Outgoing Transfers Gains/Losses Journals Closing

Fund Openng Incomng Outgong
Tra		 nsers
Gan		 s/Losses
Jo		 rnas Cosng
25yr Celeb
Designated 910 544 - - - - 1,454
Sub-totals 910 544 - - - - 1,454
General
Unrestricted 182,345 119,733 60,387 - - - 241,691
Sub-totals 182,345 119,733 60,387 - - - 241,691
LulaBari
Designated 5,000 65 - - - - 5,065
Sub-totals 5,000 65 - - - - 5,065
Totals 188,256 120,342 60,387 - - - 248,211

Analysis of income and expenditure

Total
This Last
**Unrestricted ** Designated Restricted Endowment
year year
INCOMING RESOURCES
Incoming resources from generated funds
1101 - GA Donations 14,810 65
-
-		 14,875 35,345
1108 - Non GA Donations 7,898 544
-
-		 8,442 31,249
1109 - Income via Justgiving 5,942 -
-
-		 5,942 9,740
11092 - Benevity 5,121 -
-
-		 5,121 7,837
1111 - Income via PayPal 1,287 -
-
-		 1,287 1,665
1113 - Income via Give As You Live 230 -
-
-		 230 -
1116 - Income from Foundations 4,200 -
-
-		 4,200 -
1117 - Income from Trusts 68,594 -
-
-		 68,594 7,500
1154 - Interest income 7,934 -
-
-		 7,934 7,087

4

Incoming resources from generated
funds Totals		 116,019 609 - - **116,628 ** 100,425
Other incoming resources
1159 - Tax recovered 3,714 - - - 3,714 9,956
1160 - Refund of Incorrect Debit - - - - - 75
Other incoming resources Totals 3,714 - - - 3,714 10,031
Incoming resources Grand totals 119,733 609 - - 120,342 110,456
RESOURCES USED
Costs of generating funds
1305 - Just Giving Website 216 - - - 216 216
Costs of generating funds Totals 216 - - - 216 216
Charitable activities
1313 - Shuktara India 56,485 - - - 56,485 70,570
1316 - Supply of services 3,171 - - - 3,171 6,001
1326 - Office costs 350 - - - 350 250
1328 - Communications costs 140 - - - 140 140
1340 - Depreciation - - - - - 406
Charitable activities Totals 60,146 - - - 60,146 77,368
Governance costs
1321 - Bank Charges 25 - - - 25 35
Governance costs Totals 25 - - - 25 35
Resources used Grand totals 60,387 - - - 60,387 77,619

Conclusion:

Total Reserves in all funds at 30 September 2025 stands at £248,211 .

Total receipts received during 2024/2025 were £120,342

Total payments during 2024/2025 amounted to £60,387

The major encouragement for Shuktara Trust (UK) has been the way shuktara, Kolkata has continued to engage with people within Kolkata and nationally and this has led to large regular donations being received. Shuktara Cakes has now become self-sustaining.

This report dated: 19[th] December 2025

5

| | I

----- Start of picture text -----
=+,| CHARITY COMMISSION | Independent examiner's report on the
| Ca¥} FOR ENGLAND AND WALES accounts
----- End of picture text -----

Section A

Independent Examiner’s Report

----- Start of picture text -----
Report to the trustees/
members of Shuktara Trust (UK)
On accounts for the year |30 September 2025 Charity no | 1112303
ended (if any)
----- End of picture text -----

| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/09/2025.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act’).

| 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, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

| 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.

----- Start of picture text -----
Name: | Douglas Tweddle <®@
Relevant professional 2 as er Wear Ae
qualification(s) or body cE we
(if any):
Address: | 11 Lily Close, London W14 9YA
----- End of picture text -----

IER

1

Oct 2018