Trustees’ Annual Report for the period
Period start date from 21 JULY 2022 Period end date to 20 JULY 2023
Charity name: SAMBHALI UK
Charity registration number: 1157915
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To further such charitable purposes (charitable under the Law of England & Wales) as the Trustees see fit particularly by the support of the Sambhali Trust the Indian charity established in Jodhpur, India with a particular focus on the relief of poverty, the advancement of education and the relief of sickness and preservation of health. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
To raise funds and encourage and channel independent volunteers to assist in providing under-privileged Rajasthani women & children with an education in Hindi, English and maths, as well as training them in vocational & social skills to support them in developing confidence and self-esteem and help them work towards financial independence. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning the activities for the year, the Trustees have reviewed the guidance given in Section 17(5) of the Charities Act and the Charities (Accounts & Reports) Regulations 2008 at their Trustee Meeting. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Over the course of the year the Trustees have raised funds and discussed and agreed the allocation of those funds between themselves. We have liaised with the Sambhali Trust in India as to their requirements for routine project funding as a result we have provided funds for the following: - 55 annual scholarships for children to attend local private schools and provide textbooks, uniform, meals and equipment; purchase of sewing machines to provide Dalit women with the ability to earn an income; provision of emergency medical equipment and access to treatment facilities; raising awareness of the Sambhali Trust within the UK and channelling UK volunteers to work at the Trust; assisting with the funding of the Laadli Girls’ Boarding Home |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance | Para 1.41 |
against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity continues its main objective of raising money to send to the Sambhali Trust projects based on the ground in India. As money is received it is accumulated and then transferred by bank transfer to the Sambhali Trust leaving a small balance in the Sambhali UK bank account to finance unexpected costs. The balance held in our UK current at the closure of this financial year is £5,806.92 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We do not hold reserves other than that mentioned above. The Trustees ensure that our cash expenditure does not exceed our anticipated income. |
| Amount of reserves held | Para 1.22 | Nil |
| Reasons for holding zero reserves |
Para 1.22 | Not required |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Donations, individual sponsorships of school children and occasional fund- raising activities such as sponsored events eg London Marathon. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We do not have an investment policy as we do not invest monies. |
| A description of the principal risks facing the charity |
Para 1.46 | None |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CONSTITUTION |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | APPOINTED BY EXISTING TRUSTEES |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | SAMBHALI UK |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1157915 |
| Charity’s principal address | Sambhali UK 28 Clarence Square Cheltenham GL50 4JP |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Sarah Deirdre Harrington |
||||
| Isobel Jenny Scott- Clarke |
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| Timothy Hulse Morris |
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– Corporate trustees names of the directors at the date the report was approved Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets NONE held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) SD Harrington Full name(s) SARAH DEIRDRE HARRINGTON
Position (eg Secretary, FOUNDING TRUSTEE Chair, etc)
Date
25 April 2024
Charity Name No (if any) SAMBHALI UK 1157915 Receipts and payments accounts CC16a For the period Period end date To from 7/21/2022 7/20/2023
Section A Receipts and payments
| Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | |||
|---|---|---|---|---|---|
| A1 Receipts Unrestricted funds Restricted funds to the nearest £to the nearest £ |
Endowme nt funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||
| VIRGIN/AMAZON/PAYPAL | 2,220 | - - - - - - - - |
- - - - - - - - |
2,220 6,007 22,410 600 6,649 27,193 6,937 255 |
13,069 |
| SCHOLARSHIP SPONSORS | 6,007 | 14,468 | |||
| BANK REFUND | 22,410 | ||||
| SOS HELPLINE FUND | 600 | 600 | |||
| GLOBAL GIVING | 6,649 | 12,311 | |||
| DONATIONS | 27,193 | 25,299 | |||
| GIFT AID | 6,937 | ||||
| OTHER FUNDRAISING ~~Sub total~~~~(Gross income for~~ |
255 |
||||
AR) |
72,271 |
- | - | 72,271 | 65,747 |
| A2 Asset and investment sales, (see table). |
- - - - |
||||
| - | - - |
- - |
|||
| - | - | ||||
| Sub total | - | - | - | - | - |
| Total receipts 72,271 - | |||||
| 72,271 | - | - | 72,271 | 65,747 |
| A3 Payments | A3 Payments | A3 Payments | |||
|---|---|---|---|---|---|
BANK CHARGES |
88 | - - - - - - - - - |
- - - - - - - - - |
88 75,038 284 |
132 |
| TRANSFERS TO SAMBHALI TRUST | 75,038 | 66,214 | |||
| ADMIN/MISC EXP | 284 | 958 | |||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| **Sub total ** | 75,410 | - | - | 75,410 | 67,304 |
| A4 Asset and investment purchases, (see table) |
- - - - |
||||
| - | - - |
- - |
|||
| - | |||||
| **Sub total ** | - | - | - | - | - |
| Total payments 75,410 - Net of receipts/(payments) - 3,139 - A5 Transfers between funds - - A6 Cash funds last year end - Cash funds this year end 2,667 - |
|||||
| 75,410 | - | - | 75,410 | 67,304 | |
| - 3,139 | - | - | - 3,139 - 5,806 |
1,557 | |
| - | - - |
- - |
- | ||
| 7,362 | |||||
| 2,667 | - | - | 2,667 | 5,805 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details CASH IN BANK Details Details Details Details Signature SDHarrington Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 2,667 - - - - - 2,667 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name SARAH DEIRDRE HARRINGTON Unrestrict ed funds Restricted funds Unrestrict ed funds Restricted funds Fund to which asset belongs Fund to which asset ~~belongs~~ Fund to which liability ~~relates~~ Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| SDHarrington | SARAH DEIRDRE HARRINGTON | 21st April 2024 | |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name SAMBHALI UK 20 JULY 2023
On accounts for the year ended Charity no (if any)
1157915
Set out on pages
(remember to include the page numbers of additional sheets)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY .
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 2011 Act and in carrying out my examination, I have followed the 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.
Signed:
GMSingleton
Date:
30 April 2024
Name:
GILLIAN MARY SINGLETON
Relevant professional qualification(s) or body (if any):
LEGAL CASHIER
IER
October 2018
1
Address:
MIDWINTERS SOLICITORS
1-3 CRESCENT PLACE, CHELTENHAM
GL50 4JP
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
October 2018
2
IER