## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 02 Jan 2021 **To** 01 Jan 2022 ## Section A Reference and administration details **Charity name** United Kingdom Punjab Heritage Association **Other names charity is known by** UKPHA **Registered charity number (if any)** 1152752 **Charity's principal address** 483 Green Lanes London **Postcode N13 4BS** ## **Names of the charity trustees who manage the charity** |1
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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)**| |---|---|---|---|---| ||AmandeepMadra|Chair||| ||HardeepBath|Treasurer||| ||Kanwal Madra|||| ||AmanroopRahal|||| ||Navinder Grover|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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 Constitution adopted 4[th] June 2013 (eg. trust deed, constitution) Unincorporated association How the charity is constituted - (eg. trust, association, company) Elected by existing trustees at general meeting Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** All trustees give their time voluntarily and receive no remuneration or You **may choose** to include benefits. additional information, where relevant, about: The trustees do not consider there to be any major financial risks in the work undertaken. - policies and procedures adopted for the induction and training of trustees; We continued to support the publishing activity of Kashi House CIC by featuring their authors and books on the UKPHA Virtual Book Club. - 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. ## **Section C Objectives and activities** The promotion of education, specifically to increase public learning about and knowledge of Anglo-Punjabi history, arts, culture and heritage **Summary of the objects of the charity set out in its governing document** March **2012** **TAR** 2 Working with new and existing volunteers, UKPHA offered the Sikh and Punjabi community a second round of the highly popular UKPHA Virtual Book Club. Meeting online every Monday at 5pm, we provided a virtual social and cultural space for our community to engage with authors, podcasters, academics and museum curators to learn about their cultural heritage. In total, 22 live online sessions were held. UKPHA continued to work in partnership with Kashi House CIC to support their publication programme of books connected with Anglo-Punjabi culture. **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)** We have continued to keep in mind the Charity Commission's guidance on public benefit and we have undertaken the above activities accordingly. ## **Additional details of objectives and activities (Optional information)** The charity continues to be supported by volunteers who believe in our work and give their time and effort willingly. You **may choose** to include further statements, where relevant, about: Our active pool of volunteers helps with nearly every aspect of our activities. While undertaking tasks assigned to them, we encourage volunteers to highlight any inefficiencies in our processes. This forms an ongoing discussion with each individual. All effective suggestions are embedded in future work wherever possible. - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** March to November 2021 saw UKPHA's second run of its popular weekly Virtual Book Club (VB) that was part-funded by a Heritage Lottery Fund grant. The VB began during the first pandemic restrictions in 2020, when UKPHA offered the Sikh and Punjabi community a virtual social and cultural opportunity to engage with authors, podcasters, academics and museum curators. It provided an important cultural outlet that was lacking due to social restrictions. Asians are especially affected to COVID19 both medically and as many live in extended families with older members identified as vulnerable, they chose not to leave their homes at all. At the end of the first VB, our volunteer team made the decision to repeat it in 2021, with a view to recruiting new volunteers and planning on a more ambitious scope. VB 2021 resulted in 22 live weekly Zoom events that were recorded and uploaded to our YouTube channel (www.youtube.com/c/UKPHA) to be accessible to a global audience alongside recordings from VB 2020. Our website www.ukpha.org contains all of the events that we ran during the period and now represents a significant resource. In the 22 live Zoom events we engaged with 4,400 unique people a total of 13,700 times. The average watch-time for each 90-minute event was 80 minutes, giving rise to 8,300 participant hours of programming. Over 40s represented 81% of our viewers, while the under 40s were 19%. From our post-event survey, we found that the male:female ratio of audience members was 59:41. Our YouTube channel content was viewed 97,900 times, with 10,800 hours watched. The under 45s represented 89% of our viewers while the over 45s were 11% (which is broadly the reverse of the live Zoom events). The male:female ratio of viewers was 71:29. During VB 2021 we collaborated with a number of partners including SARBAT, and the LGBTQ+ Sikh network, and the South Asian Heritage Month, which is organised by City Sikhs, a professional Sikh networking charity. In the short term, we were able to develop new audiences by hosting a diverse range of topics and speakers attracting a wide range of people. Our audience told us that they continued to engage with topics through books, online resources and other cultural output, and that they are better educated about many aspects of their heritage as a result. Over the medium term, we will continue to leverage that interest through providing a regular stream of engaging content on our social media platforms. For example, in the months following VB 2021, we were able to direct our 40,000 social media followers to events, new book releases, book festivals and commemorations of the centenary of the conclusion of the First World War. The impact of our strong community engagement has led to exciting conversations with mainstream heritage institutions who witnessed the value that UKPHA can bring to their collections. Most notably, the British Museum has asked us to consult with them on developing their Sikh display in the Hotung Gallery with a very specific focus on increasing community engagement. Organisationally, we have benefited greatly from the significant growth in the skills and abilities of our volunteer team. They have developed their online presentation and interviewing skills, as well as a raft of digital skills enabling better website design, graphical design and overall use of technology. We have also developed stronger relationships with content creators and scholars. In terms of our audiences, the most significant discovery was the realisation that long-form interviews and talks attract audiences that we sometimes find difficult to reach, namely older people. They also led to a more gender-balanced audience. As a result of our recent experiences, we are better placed in the future to continue delivering our heritage mission to a broader, more inclusive audience. November to December 2021 saw our focus shift to the groundbreaking work we've undertaken on a unique collection of registers that provide amazing insights into the Punjab region's role in the First World War. These included a free online talk by our ‘Punjab and World War One’ team outlining what we're doing to make this invaluable resource available to all. The project was also featured on BBC News across South Asia, which covered the story of their discovery and how they were helping to uncover new histories that enabled families to connect to an often forgotten personal heritage. March **2012** **TAR** 4 ## **Section E Financial review** We aim to hold sufficient reserves to meet any unforeseen expenditures **Brief statement of the** that may occur from time to time. **charity’s policy on reserves Details of any funds materially** N/A **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include Funds in the year were raised primarily through donation from core additional information, where supporters and members of the public. 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. ## **Section F Other optional information** ## **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)** AMANDEEP MADRA **Position (eg Secretary, Chair,** CHAIR **etc) Date** 04/11/2022 March **2012** **TAR** 5 Unlled langdom Punjab Herltago A8soclatlon Reglst•red Charlty No. 1152752 FINANCIAL ACCOUNTS OR THE YEAR ENDED 01 JAN ARY 2022 CONTENTS P•g• Independent Examiner report Recelpts and Payment5 Accounts Independent examiner's report on the accounts Section A Independent Examiner's Report Rèport to the trusteesl members of United Kingdom Punjab Heritage Association On aceounts for the year endod 01101r2022 Charity no (if any 1152752 Set out on pago8 R8spectiv• The charity's trustees are responsible for the preparation of the accounts. responslbilitie8 of The charity's trustees consider that an audit is not required for this year tru$t•e8 and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independènt examination is needed. It is my responsibility to.. examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general Directions given by the Charity Commission (under sedion 145{5){b) of the Chariti88 Act, and to State whether particular matters have come to my attention. Basls of Indopondent My examination was carried out in accordance with general Directions given oxamln•rf8 Ststemont by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts pr8sented with those records. It a180 includes consideration of any unusual iterns or disclosures in the accounts and seeking explanations from the trustees Gon¢erning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'twe and fairf view, and the report is limrted to those matters sèt out in the 8tatement below. Independent In connection with my examination, no matter has come to my attention examinar's statemont (other than that dis¢lo$ed below ") 1. which gives me reasonable cause to believe that in, any material respect, the requirements.. to keep accounting record5 in accordance with section 130 of the Charities Act., and to prepare accounts which accord with the accountlng records and comply with the aG¢ounting requirements of the Charities Act have not been met; or 2. to which, in my opinion, attention should be drawn in order to enable proper understanding of the accounts to be rea¢h8d. Ple8se delete the words in the br8Gk&ts if th8y do not apply. Signed: Date: 0511112022 Name: Charles Osei, BS¢ (Hons). MSG, ACIE, AFA, ATA, MCIPP Relevant professional quallflcation{sl or body lif any): Association of Charrty Independence Examiners IER March 2012 Addross: Practical Accounting Training Ltd Equitable House, 2￿￿ Floor, 10 Woolwich New Road London SE18 6AB Section B Disclosure Only complete rf the examiner needs to highlight rnaterial problems. IER March 2012 Give here brièf dotails of any ltsms that the oxaminor wishes to discloso. NIA IER March 2012 nw Klngdcffl Punjab HeTr*#go Assocl8tlon 1152752 Receipts and ments accounts To CC16a For the perhod from 0210112021 0110112022 Section A Receipts and payments Unrestri¢ted fund R•8trbctod funds Endowm•rtt lunds Toial fund8 Last year totho noare8t trltho n•ar•st£ toth• ￿￿*t t to the nMrn*t£ tothtr mèlrttt £ A1 Recel 18 Donknons Re¥lricled Grar Sales Staiutory Matemity P8 22,877 22,877 18,318 Sub tot•l(Gross income for ARJ 22M77 32N77 21010 A2 AB8Ot and Invutm•nl $alM. tabl•l. Sub total 22,877 9,600 32,477 23.018 A3Pa Do Ewnts Grant8 Insur8llC8 m?nt• 1.01$ 1.000 377 316 1.019 4.cfyj 377 311 ¢436 111 920 Ovththeady 8 IT Productim Coet8 PublI￿ry and Prcrnioft Staff Cosi8 W8b￿le Design & Dovdo 1,431 104 1.312 11,800 954 1,110 1,12J 13,194 13.194 rr•nl Sub total 19J17 8,702 21M6 A4 ABset and in¥6stm•nt purchase8, tsble CCXX Rl accounts ISSI Sub total 05IIV2022 19,347 8.702 22,386 N•t olrn¢•lpts/(p4ym•nts) AO Trnnolern bolw￿n fund8 A6 C*•h lundg laBt yur end C••h funds this y••r end 898 1,$02 1,602 4930 1,602 CCXX R2 accounts ISSI 0511112022 Section B Statement of assets and liabilities at the end of the period Unr•$trt¢¢ed R¢¥tri¢t0d funds funds to n￿r•$I e to nvrest£ Endtswment fund• to noaT*st£ Categorfjes Detalls 81 Ca•h fund* Closing B8L8nc8- Unrestfthj Funds c￿%1￿9 8alarLr*- Fund8 Total c•sh funds 5.930 llqrw WwJ6vJth ro0￿ptOa￿d pa￿￿￿1¥ Unr••trfet•d lund• to rwr•bt£ R￿trIct•d lund• to r￿Tr•t£ Endowm•nt funds to r￿rnt£ D8talls Fund to wbl¢h D•tall# C¢•t I¢pibnall Curr•nt ¥alu• 83 InvMtm•nt •M•t• Fund towhl¢h t belon Ctsrront valu• Detall B4 A180t• r•t•ln•d lor th• ¢h•rlty'• own u Fund to which knount du tlonal When d loDJl Details 85 Uabllltlo8 4lOWJ Signed by on? or tru8t88s on beh#1f tsf all the tru8tees Datè of rtsval SwnaluTe Print NAme AMANDEEP MADRA 4111122 CCAX R3 accounts ISSI 05iiin022