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2024-03-31-accounts

Company number 06844494 Charity numbers 1131480, SCO 41411

Art of Living Foundation (Uk)

Annual Report And Financial Statements

for

the year ended 31 March 2024

Art of Living Foundation (Uk) Annual report and financial statements for the year ended 31 March 2024

INDEX

Administrative information 1
Trustees’ and Directors’ annual report 2 – 4
Independent Examiners’ report 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8 – 17

Art of Living Foundation (Uk) Reference and administrative details For the year ended 31 March 2024

REGISTERED COMPANY 06844494 (England and Wales) NUMBER REGISTERED CHARITY NUMBER 1131480 (England and Wales) SCO 41411 (Scotland) TRUSTEES Mr B Sanghrajka Mrs K Hill Mr S Tulsian REGISTERED OFFICE 90 Eastleigh Road, Heald Green Cheadle Cheshire SK8 3EJ INDEPENDENT EXAMINER Paul Cowham FCA DChA Withington Works Withington Baths 30 Burton Road Manchester, M20 3EB

1

Art of Living Foundation (Uk) Trustees report for the year ended 31 March 2024

The trustees present their annual report together with the financial statements of the charity for the year ended March 31 2024 which are also prepared to meet the requirements for a directors’ report and accounts for Companies act purposes.

REPORTING FRAMEWORK

The financial statements comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association, and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2015), referred to as the Charities SORP (FRS 102).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Organisational structure

There are currently three trustees.

In the event of a trustee wishing to withdraw, the remaining trustees, with guidance from the general membership would identify and appoint a new trustee. The new trustee would be made aware of the work and responsibilities of the trust and the requirements of compliance with the formal obligations as stipulated by the Charity Commission, by the remaining trustees.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. The trustees can confirm that they have done this.

OBJECTIVES AND ACTIVITIES

The Foundation means to achieve these objectives be several means being:

Public benefit

The trustees have had due regard to the Charity Commission guidance on public benefit.

2

Art of Living Foundation (Uk) Trustees report for the year ended 31 March 2024

ACHIEVEMENTS AND PERFORMANCE

As previous year, the organization had started conducting events.

However, the main drive was collecting donations for the World Cultural Festival – an initiative of its founder Sri Sri Ravi Shankar to convene world leaders from over 180 countries to celebrate culture and diversity – taking place in Washington DC on the National Mall. This initiative raised £108,341.

The Foundation continues to put on hold the need for a permanent centre but the donors have continued to provide funds towards this project, and we have collected £1,183 in the current financial year.

In addition, the Trustees have decided to make better use of their reserves by opening interest income accounts, and as a result, we earned £612.

Thus, the Foundation’s total revenue for the year ending 31[st] March 2024 is £131,662 in comparison to £32,603 last year.

FINANCIAL REVIEW

Overview

During the financial year of 2023/24, Art of Living Foundation, as mentioned above, recorded a total income of £131,662. After expenses, relating to normal running of the charity and supporting other charities/causes close to Sri Sri Ravi Shanker, the Foundation ended with a small loss of £744, and as a result, the reserves reduced by similar amount to £86,588.

In spite of the small loss, the charity’s reserve remains healthy, and we expect the charity to continue to be financially sustainable for the future too, given the charity continues to conduct events and donation drives.

Reserves Policy

The reserve policy for Art of Living Foundation will stay broadly the same as previous years. This would mean that the two main funds of reserve will be kept.

Fund 1 – Restricted - Donations received are ring fenced for specific projects, primarily for renting a space in London. At the end of the 23/24 the pot was £47,798 (2023: £46,615), out of which £43,854 related to London Centre and balance for Youth Courses.

Fund 2 – Non Restricted - General reserves used for the day to day running of the company, including able to prepay venues and others for big events, and support charities of Sri Sri Ravi Shanker. At the end of 23/24, it stood at £38,790 (2023: £40,717).

3

Art of Living Foundation (Uk) Trustees report for the year ended 31 March 2024

TRUSTEES’ RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS

The trustees (who are also directors of Art of Living Foundation (Uk) for the purposes of company law) are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

SMALL COMPANY PROVISIONS AND APPROVAL

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

Approved by the Board of Trustees and signed on its behalf by:

Karen Hill Name ……………………………………

Signed ……………………….. …..

Date ………………………

4

Independent Examiner's Report to the Trustees of

Art of Living Foundation

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

Responsibilities and basis of report

As the trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Charities and Trustee Investment (Scotland) Act 2005 (‘the 2005 Act’), the Charities Accounts (Scotland) Regulations 2006 (as amended) and the Companies Act 2006 (‘the 2006 Act’). You are satisfied that the accounts of the Company are not required by charity or company law to be audited and have chosen instead to have an independent examination.

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the Company’s accounts carried out under section 44 (1) ( c) of the 2005 Act and section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the requirements of Regulation 11 of the Charities Accounts (Scotland) Regulations 2006 (as amended) and the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner’s statement

Since the Company is required by company law to prepare its accounts on an accruals basis and is registered as a charity in Scotland your examiner must be a member of a body listed in Regulation 11(2) of the Charities Accounts (Scotland) Regulations 2006 (as amended). I can confirm that I am qualified to undertake the examination because I am a registered member of the Institute of Chartered Accountants in England and Wales which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept as required by section 386 of the 2006 Act and Regulation 4 of the 2006 Accounts Regulations; or

  2. the accounts do not accord with those records with the accounting requirements of Regulation 8 of the Charities Accounts (Scotland) Regulations 2006; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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.

Paul Cowham FCA DChA Withington Works Withington Baths 30 Burton Road Manchester, M20 3EB

Date …………………………….

5

Art of Living Foundation (Uk)

Statement of Financial Activities (including Income and Expenditure account) for the year ended 31 March 2024

Unrestricted
funds
Note
£
Income
Donations and legacies
3
12,289
Charitable activities
4
9,237
-
-
Investments
5
612
Total income
22,138
Expenditure
Charitable activities
6
24,065
Total expenditure
24,065
7
(1,927)
Transfer between funds
-
Net movement in funds for the year
(1,927)
Reconciliation of funds
Total funds brought forward
40,717
Total funds carried forward
38,790
Fees and other income
Net income/(expenditure) for the
year
Restricted
funds
£
109,524
-
-
-
109,524
108,341
108,341
1,183
-
1,183
46,615
47,798
Total funds
2024
£
121,813
9,237
-
612
131,662
132,406
132,406
(744)
-
(744)
87,332
86,588
Total funds
2023
£
7,750
24,852
-
-
32,602
29,000
29,000
3,602
-
3,602
83,730
87,332

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

6

Art of Living Foundation (Uk) Company number 6844494

Balance sheet as at 31 March 2024

----- Start of picture text -----
Note 2024 2023
£ £ £ £
Fixed assets
Tangible assets 12 399 486
Total fixed assets 399 486
Current assets
Debtors 13 372 187
Cash at bank and in hand 193,371 87,749
Total current assets 193,743 87,936
Liabilities
Creditors: amounts falling
due in less than one year 14 (107,554) (1,090)
Net current assets/(liabilities) 86,189 86,846
Total assets less current liabilities 86,588 87,332
Net assets 86,588 87,332
Funds of the charity
Restricted income funds - 47,798 46,615
Unrestricted income funds 17 38,790 40,717
Total charity funds 86,588 87,332
----- End of picture text -----

For the year in question, the company was entitled to exemption from an audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

These accounts are prepared in accordance with the special provisions of part 15 of the Companies Act 2006 relating to small companies and constitute the annual accounts required by the Companies Act 2006 and are for circulation to members of the company.

The notes on pages 8 to 16 form part of these accounts.

Approved by the trustees on ….................. and signed on their behalf by:

Karen Hill

Name Signed

7

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024

1 Accounting policies

The principal accounting policies adopted, judgments and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

a Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The charity has applied Update Bulletin 1 as published on 2 February 2016 and does not include a cash flow statement on the grounds that it is applying FRS 102 section 1A.

Art of Living Foundation (Uk) meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.

b Reconciliation with previous Generally Accepted Accounting Practice

In preparing the accounts, the trustees have considered whether in applying the accounting policies required by FRS 102 and the Charities SORP FRS 102 the restatement of comparative items was required. No such restatement was required.

c Preparation of the accounts on a going concern basis

The trustees consider that there are no material uncertainties about the charity’s ability to continue as a going concern.

There are no key judgments which the trustees have made which have a significant effect on the accounts.

The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amount of assets and liabilities within the next reporting period.

8

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

d Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Income received in advance of a provision of a specified service is deferred until the criteria for income recognition are met.

e Donated services and facilities

Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), general volunteer time is not recognised; refer to the trustees’ annual report for more information about their contribution.

On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

f Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank.

g Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of charity.

Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose.

Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity’s work or for specific projects being undertaken by the charity.

9

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

h Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

i Tangible fixed assets

Fixed assets are stated at cost less accumulated depreciation. Individual items costing less than £100 are not capitalised.

Tangible fixed assets are depreciated on a reducing balance basis over their estimated useful Asset Category Annual rate Computer/sound equimpent 18%

l Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

m Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

n Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

o Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

p Pensions

The charity does not currently operate a pension scheme.

10

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

2 Legal status of the charity

The charity is a company limited by guarantee registered in England and Wales and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. The registered office address is disclosed on page 1.

3 Income from donations and legacies

Donations
Other donations
Total
Donations for AOL
Centre
Donations for WCF
2023
Unrestricted
Restricted
Total 2024
£
£
£
-
1,183
1,183
-
108,341
108,341
12,289
-
12,289
Unrestricted
Restricted
Total 2023
£
£
£
-
4,022
4,022
-
-
-
3,728
-
3,728
12,289
109,524
121,813
3,728
4,022
7,750

4 Income from charitable activities

Fees from
Courses & events
Total
Other fees/income
Unrestricted
Restricted
Total 2024
£
£
£
9,237
-
9,237
-
-
-
Unrestricted
Restricted
Total 2023
£
£
£
24,852
-
24,852
-
-
-
9,237
-
9,237
24,852
-
24,852

11

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

5 Investment income

Investment income
Income from bank
deposits
Unrestricted
Restricted
2024
£
£
£
612
-
612
Unrestricted
Restricted
2023
£
£
£
-
-
-
612
-
612
-
-
-

All of the charity's investment income arises from money held in interest bearing deposit accounts. All investment income is unrestricted.

6 Analysis of expenditure on charitable activities

Charitable activities
Events and other direct charitable costs
Depreciation
Consultancy
Core costs
Premisis costs
Contributions to other causes/subsidies
Other governance costs
Independent examination & accountancy
Restricted expenditure
Unrestricted expenditure
Total 2024
Total 2023
£
£
11,805
23,264
87
106
3,414
-
6,165
2,378
2,082
2,052
108,153
500
700
700
132,406
29,000
2024
2023
£
£
108,341
-
24,065
29,000
132,406
29,000

12

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

7 Net income/(expenditure) for the year

This is stated after charging/(crediting): 2024 2023
£ £
Amortisation of intangible assets 87 106
Independent examiner's remuneration
- accountancy 350 350
- independent examination 350 350
- corporation tax - -

8 Staff costs

The charity didn't have any employees during the year, management was provided by the trustees who received no remuneration.

The key management personnel of the charity comprise the trustees. The total employee benefits of the key management personnel of the charity were £nil (2023: £nil).

9 Trustee remuneration and expenses, and related party transactions

Neither the trustees nor any persons connected with them received any remuneration or reimbursed expenses during the year (2023: Nil).

Aggregate donations from related parties were £nil (2023: £nil).

There are no donations from related parties which are outside the normal course of business and no restricted donations from related parties.

No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity, including guarantees, during the year (2023: nil).

13

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

10 Government grants

No government grants were received during the year or during the previous year.

11 Corporation tax

The charity is exempt from tax on income and gains falling within Chapter 3 of Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the charity.

12 Fixed assets: tangible assets

Cost
Additions
Disposals
Depreciation
Charge for the year
Disposals
At 31 March 2024
Net book value
At 31 March 2024
At 31 March 2023
At 1 April 2023
At 31 March
At 1 April 2023
Sound
equipment
£
1,392
-
-
1,392
906
87
-
993
399
486
Total
1,392
-
-
1,392
906
87
-
993
399
486

14

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

13 Debtors

Debtors
Prepayments
Other debtors
2024
£
372
-
2023
£
187
-
372 187

14 Creditors: amounts falling due within one year

Trade creditors
Accruals
2024
£
48
107,506
2023
£
150
940
107,554 1,090

15 Analysis of movement in restricted funds

Building fund
Previous
reporting
period
Building fund
Kriya London -
Youth fund
Kriya London -
Youth fund
WCF 2023
Balance at
1 April
2023
Income
Expenditure
£
£
£
42,671
1,183
-
3,944
-
-
108,341
(108,341)
Transfers
Balance at
31 March
2024
£
£
-
43,854
-
3,944
-
-
46,615
109,524
(108,341)
-
47,798
Balance at
1 April
2022
Income
Expenditure
£
£
£
38,649
4,022
-
4,137
-
(193)
Transfers
Balance at
31 March
2023
£
£
-
42,671
-
3,944
42,786
4,022
(193)
-
46,615

The building fund is to be used to rent a space for the charity in London.

15

Art of Living Foundation (Uk)

Notes to the accounts for the year ended 31 March 2024 (continued)

17 Analysis of movement in unrestricted funds

General fund
General fund
Previous
reporting
period
Balance at
1 April
2023
Income
£
£
40,717
22,138
Expenditure
Transfers
As at 31
March 2024
£
£
£
(24,065)
-
38,790
40,717
22,138
(24,065)
-
38,790
Balance at
1 April
2022
Income
£
£
40,944
28,580
Expenditure
Transfers
As at 31
March 2023
£
£
£
(28,807)
40,717
40,944
28,580
(28,807)
-
40,717

18 Analysis of net assets between funds

Tangible fixed assets
Net current assets/(liabilities)
Total
General
Designated
fund
funds
£
£
399
-
38,391
-
Restricted
funds
Total
£
£
-
399
47,798
86,189
38,790
-
-
86,588

16