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2024-07-31-accounts

REGISTERED CHARITY NUMBER: 1143008

JAI MAA BHAMESHWARI KALI MANDIR

TRUSTEES' REPORT AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

JAI MAA BHAMESHWARI KALI MANDIR

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

Page
Reference and Administrative Details 1
Trustees' Annual Report 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Statement of Financial Position 5
Notes to the Financial Statements 6 to 10
Detailed Statement of Financial Activities 11

JAI MAA BHAMESHWARI KALI MANDIR

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 JULY 2024

Trustees Kuldip Bansal
Bharat Bushan
Subhash Devi Bansal
Usha Parmar
Principal address 158 Dilloways Lane
Willenhall
West Midlands
WV13 3JP
Registered charity number 1143008
Independent examiner I Vorajee FCA
12 Kingsbarn Close
Preston
Lancashire
PR2 9LZ
Bankers HSBC Plc
130 New Street
Birmingham
West Midlands
B2 4JU

Page 1

JAI MAA BHAMESHWARI KALI MANDIR

TRUSTEES' ANNUAL REPORT FOR THE YEAR ENDED 31 JULY 2024

The trustees present their report with the financial statements of the charity for the year ended 31 July 2024. The trustees have adopted the provisions of 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 2019).

Objectives and activities

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the charity commission relating to public benefit.

The objectives of the trust which have not changed since the last annual report, as set out in its governing document are the advancement of the Hindu religion, relief of poverty and advancement of education.

Achievement and performance

The funds received are contributed to the repairs and running costs of the temple. The temple is made available for use by the community. The charity continues to hold open evenings and events to raise funds for the temple. The facility is well equipped to cater for Jai Maa Bhameshwari Kali Mandir visions and goals and be a hub of the community and continues to demonstrate excellence in all areas of work by making use of local resource and research and developing key partnerships with local authorities and organisations. All donations have been used for the purpose of this project.

The charity’s principal financial objective has been to continue to ensure financial stability. The charity’s operating plan entails maximum use being made by the community of the Temple facilities, and the Trustees anticipate that this, together with planned religious, cultural and other activities will support the continued focus on fulfilling the charity’s objectives.

Financial review

It is the policy of the charity to maintain unrestricted funds at a minimum level. This provides sufficient funds to cover management and administration and support costs.

The trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the Accounting Policies.

Risk management

The trustees actively review the major risk which the charity faces on a regular basis and believe that maintaining reserves at current levels, combined with an annual review of the controls over key financial systems, will provide sufficient resources in the event of adverse conditions. The trustees have also examined other operational and business risks faced by the charity and confirm that they have established systems to mitigate the significant risks.

Structure, governance and management

Jai Maa Bhameshwari Kali Mandir is a registered UK Charity constituted on 25 March 2011 under charity number 1143008. It is an unincorporated charity. The governing document is a Trust Deed.

The trustees named on page 1 have served throughout the year. The trustees have the power to appoint any person to be a trustee in accordance with the provisions of the Trust Deed. An appointed trustee holds office within the limits permitted by law.

Plans for future periods

The trustees’ vision for the future is to provide and further develop the services to the community, review current activities and prepare strategic plans for the future and ensure the financial stability of the charity for future generations.

Approved by order of the board of trustees on 12 January 2026 and signed on its behalf by:

Kuldip Bansal - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF JAI MAA BHAMESHWARI KALI MANDIR

Independent examiner's report to the trustees of Jai Maa Bhameshwari Kali Mandir

I report to the charity trustees on my examination of the accounts of Jai Maa Bhameshwari Kali Mandir (the Trust) for the year ended 31 July 2024.

Responsibilities and basis of report

As the charity trustees of the Trust 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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or

  2. the accounts do 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.

Ismail Vorajee FCA 12 Kingsbarn Close Preston Lancashire PR2 9LZ

12 January 2026

Page 3

JAI MAA BHAMESHWARI KALI MANDIR

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024

Income and endowments from
Notes
Donations and legacies
2
Investment income
3
Total
Expenditure on
Charitable activities
4
Charitable expenditure
NET INCOME/(EXPENDITURE)
Reconciliation of funds
Total funds brought forward
Total funds carried forward
2024
Unrestricted
funds
£
100,807
9,234
110,041
98,053
11,988
5,698
2024
Unrestricted
funds
£
100,807
9,234
110,041
98,053
11,988
5,698
2024
Unrestricted
funds
£
100,807
9,234
110,041
98,053
11,988
5,698
2023
Total
funds
£
78,340
26,739
105,079
102,818
2,261
3,437
17,686 5,698

The notes form part of these financial statements

Page 4

JAI MAA BHAMESHWARI KALI MANDIR

STATEMENT OF FINANCIAL POSITION 31 JULY 2024

Fixed assets
Notes
Tangible assets
8
Current assets
Debtors
Cash at bank
9
Creditors
Amounts falling due within one year
10
Net current assets
Total assets less current liabilities
NET ASSETS
Funds
Unrestricted funds
11
Total funds
2024
Unrestrict
ed
funds
£
2,625
15,527
1,708
17,235
(2,174)
2023
Total
funds
£
-
9,197
1,083
10,280
(4,582)
15,061
17,686
5,698
5,698
17,686
17,686
17,686
5,698
5,698
5,698

The financial statements were approved by the Board of Trustees and authorised for issue on 12 January 2026 and were signed on its behalf by:

Kuldip Bansal - Trustee

The notes form part of these financial statements

Page 5

JAI MAA BHAMESHWARI KALI MANDIR

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

1. Accounting policies

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Income

All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

Voluntary income is received by way of grants, donations and gifts and is included in full in the statement of financial activities when receivable. Grants where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the charity becomes unconditionally entitled to the grant.

Income tax recoverable in relation to donations received under Gift Aid is recorded on a receivable basis.

Donated services and facilities are included at the value to the charity where this can be quantified. The value of services provided by volunteers has not been included.

Expenditure

All expenditure (inclusive of VAT) is accounted for on an accruals basis and has been included under expenses categories that aggregate all costs for allocation to activities. Where costs cannot be directly attributed to particular activities, they have been allocated on a basis consistent with the use of the resources.

Governance costs include those costs incurred in the governance of the charity’s assets and are associated with constitutional and statutory requirements.

Direct costs are costs directly related to employment in, or the promotion of the Hindu religion and culture.

Support costs are all other costs incurred by the charity which are not direct costs or governance costs.

Taxation

The charity is exempt from tax on its charitable activities.

Tangible fixed assets

Tangible fixed assets are carried at cost, net of depreciation and any provision for impairment. Depreciation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Page 6

continued...

JAI MAA BHAMESHWARI KALI MANDIR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 JULY 2024

1. Accounting policies - continued

Cash and cash equivalents

Cash and cash equivalents include cash in hand and deposits held at call with bank.

Financial instruments

The charity only has financial assets (debtors, cash and bank balances) and financial liabilities (creditors and accruals) 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.

Going concern

Trustees consider that the charity has sufficient resources and there are no material uncertainties about the charity's ability to continue. Accordingly, trustees continue to adopt the going concern basis in preparing the financial statements.

2. Donations and legacies

Donations
Gift Aid
3.
Investment income
Rents received
4.
Charitable activities costs
Charitable expenditure
5.
Support costs
Charitable expenditure
Management
£
81,602
2024
£
86,564
14,243

100,807
2024
£
9,234
Support
Direct
Costs
costs (see
note 5)
£
12,519
£
85,534
Governance
Finance
£
357
costs
£
3,575
2023
£
70,388
7,952
78,340
2023
£
26,739
Totals
£
98,053
Totals
£
85,534

Support costs, included in the above, are as follows:

Management

2024
Wages
Charitable
expenditure
£
13,986
Rent, rates and water
36,000
Insurance
4,781
Light and heat
17,937
Telephone
-
Sundries
169
Repairs and maintenance
3,455
Catering
Depreciation of tangible and heritage
assets
4,399
875
81,602
2023
Total
activities
£
14,990
36,000
3,183
13,661
1,438
159
4,127
3,673
2,328
79,559

Page 7

continued...

JAI MAA BHAMESHWARI KALI MANDIR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 JULY 2024

5. Support costs - continued Finance

Support costs - continued
Finance
2024 2023
Charitable Total
expenditure activities
£ £
Bank charges 357 352
Governance costs
2024 2023
Charitable Total
expenditure activities
£ £
Accountancy and legal fees 3,575 599

6. Trustees' remuneration and benefits

All trustees give of their time freely and no trustees or any person connected to them received any remuneration for their services during the year.

The charity has not me any individual expenses incurred by the trustees for services provided to the charity during the year.

7. Staff costs

The average monthly number of employees during the year was as follows:

Admin 2024
2
2023
2

No employees received emoluments in excess of £60,000.

8. Tangible fixed assets

Improvements
to
property
£
Cost
At 1 August 2023
53,884
Additions
-
At 31 July 2024
53,884
Depreciation
At 1 August 2023
53,884
Charge for year
___-,
At 31 July 2024
53,884
Net book value
At 31 July 2024
-
At 31 July 2023
-
Fixtures
and
fittings
£
18,211
3,500
21,711
18,211
875
19,086
2,625
-
Totals
£
72,095
3,500
75,595
72,095
875
72,970
2,625
-




Page 8

continued...

JAI MAA BHAMESHWARI KALI MANDIR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 JULY 2024

9.
Debtors
Gift Aid
Prepayments
10.
Creditors: amounts falling due within one year
Trade creditors
Taxation and social security
Wages control
Accruals
11.
Movement in funds
Unrestricted funds
Charitable activities
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
Charitable activities
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
Charitable activities
TOTAL FUNDS
2024
£
14,243
1,284
15,527
2024
£
-
182
992
1,000
2,174
Net
movement
At 1.8.23
in funds
£
£
5,698
11,988
2024
£
14,243
1,284
15,527
2024
£
-
182
992
1,000
2,174
Net
movement
At 1.8.23
in funds
£
£
5,698
11,988
2024
£
14,243
1,284
15,527
2024
£
-
182
992
1,000
2,174
Net
movement
At 1.8.23
in funds
£
£
5,698
11,988
2023
£
7,952
1,245
9,197
2023
£
699
120
2,350
1,413
4,582
At
31.7.24
£
17,686
2023
£
7,952
1,245
9,197
2023
£
699
120
2,350
1,413
4,582
At
31.7.24
£
17,686
5,698
11,988
Incoming
Resources
resources
expended
£
£
110,041
(98,053)
17,686
Movement
in funds
£
11,988
110,041
(98,053)
Net
movement
At 1.8.22
£
in funds
£
3,437
2,261
11,988
At
31.7.23
£
5,698
3,437 2,261 5,698

Page 9

continued...

JAI MAA BHAMESHWARI KALI MANDIR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 JULY 2024

11. Movement in funds - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
Charitable activities
TOTAL FUNDS
Incoming
resources
£
105,079
Resources
expended
£
Movement
in funds
£
(102,818)
2,261
Resources
expended
£
Movement
in funds
£
(102,818)
2,261
105,079 (102,818) 2,261

12. Related party disclosures

There were no related party transactions for the year ended 31 July 2024 (2023: £Nil).

Page 10

JAI MAA BHAMESHWARI KALI MANDIR

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024

Income and endowments
Donations and legacies
Donations
Gift Aid
Investment income
Rents received
Total incoming resources
Expenditure
Charitable activities
Charitable expenditure
Support costs
Management
Wages
Rent, rates and water
Insurance
Light and heat
Telephone
Sundries
Repairs and maintenance
Catering
Depn of improvemts to property
Depn of fixtures & fittings
Finance
Bank charges
Governance costs
Accountancy and legal fees
Total resources expended
Net surplus/ ( expenditure)
2024
£
86,564
14,243
100,807
9,234
110,041

12,519
13,986
36,000
4,781
17,937
-
169
3,455
4,399
-
875
81,602
357
3,575
85,534
11,988
2023
£
70,388
7,952
78,340
26,739
105,079
22,308
14,990
36,000
3,183
13,661
1,438
159
4,127
3,673
-
2,328
79,559
352
599
80,510
2,261


This page does not form part of the statutory financial statements

Page 11