T����ee�� annual report (i�cl�di�g Di�ec����� �e����) for the period
From: 01/07/2020 Period start date To: 30/06/2021
Period end date
Charity name: Ashok Tree Foundation
Charity registration number:1158960
Company number:
Objectives and activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Address the comprehensive needs of the specific village of Paliapattu in Tiruvannamalai, Tamil Nadu, India, in particular by supporting the Yogi Ashokananda Foundation, registered India Charity, BK 4/50. The foundation will address specific needs in London, initially |
| 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 |
Projects in the U.K. in India / 5 key programs: 1. Education - primary school in India and funding for advanced education. 2. Healthy Body - yoga classes/workshops in India & UK 3. Healthy Mind - Meditation classes/workshops in India & UK 4. Healthy Food - Hot nutritional meals for students in India 5. Environmental & Animal Awareness |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In setting our objectives and planning our activities our Trustees have given careful consideration to the Charit� Commission�s p�blic benefit g�idance. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grants are issued via partnership agreement with Yogi Ashokananda Foundation, Indian registered charity, BK4/50 . All projects to receive grants are pre- approved through a business planning and review process with our partner. |
| Policy on social investment including |
Para 1.38 |
| program related investment |
||
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | Ashok Tree Foundation is supported 100% by volunteers, sponsors and supporters on a grassroots basis. Various groups of volunteers in the UK and India manage the Foundation, plan fundraising events, host events, teach community classes and provide health care. |
| Other | The Ashok Tree Foundation has a generous group of sponsors who have contributed through personal donations, enabled corporate donations and organised / managed events. |
Achievements and performance
| Summary of the main achievements of the charity, identifying the difference the charit��s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Weekly Yoga Classes- A key value of the Ashok Tree Foundation is to ensure yoga is available to all who require it regardless of their mental or physical abilities and financial status. Over 200 people per week participate in 20+ yoga classes across UK, being delivered by volunteer certified teachers. Weekly Meditation Classes �Regular Meditation classes are offered in several London locations with 50+ regular participants weekly. The meditation sessions are offered on a volunteer basis by the certified teachers from the Yogi Ashokananda School who guide the meditation sessions. The meditation on self�ATMA Kriya Meditation - helps to manage stress, still the mind and body and provides a more balanced approach to day to day life. The teachers provide meditation / mindfulness tips and techniques to the participants to encourage their own development through regular practice. Sita Devi Charity School-The Sita Devi Charity School continues to operate as a full primary school. During covid restrictions, primary schools were closed during most of the 2020/21 year and into the 2021/22 start. We were fortunate to continue to educate 70 students with 4 teachers guiding lessons digitally and from home. Receiving a well-rounded education based on the Indian national curriculum, complemented with daily lessons in yoga, meditation, 3 languages, Tamil, Hindi & English. Keeping this going during this difficult time has been a great feat by the administration and teachers of the school, providing much needed focus for the school children and making sure they do not miss their opportunity to grow in a healthy way and avoid the alternative of working in the fields all day with their parents. Healthy Food �We support the Yogi Ashohkananda Fo�ndation�s food program, �here the�provide 2 daily hot mails for the 17 adults in need. They were selected due to their varying degrees of disabilities and whom are overlooked by the government food schemes and their own families and communities. We continue to directly support the daily food program |
|---|---|---|
at the school for all students and staff. The Food program was modified over this period also due to covid restrictions, we provided food to the homes where children were being taught by the teachers and meals for the severely at risk adults in the community, with approximately 90 meals daily. Health Clinic - In partnership with Yogi Ashokananda Foundation, the health clinic, 20 metres from the school facilities, provides first aid services to the students and school staff. This facility also provides o�ersight on the children�s n�tritional needs. � Covid Crisis Campaign This year we ran a special fundraising campaign, Help Indian Hospitals, in collaboration with Yogi Ashokananda Foundation to provide much needed medical equipment directly to the hospitals with the greatest need. Through the funds raised by very generous supporters for this specific campaign, we chose to provide 7 patient monitors 12.1� and 6 3 channel ECG machines to District Hospital in Betul, Madhya Pradesh. We worked with a local team via Yogi Ashokananda Foundation who purchased directly the equipment and delivered it directly to the hospital for immediate use.
Additional information (optional) You may choose to include further statements where relevant about:
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Para 1.41
Achievements against
objectives set
Para 1.41
Performance of
fundraising activities
against objectives set
Para 1.41
Investment performance
against objectives
Other
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Financial review
| Re�ie� of the charit��s financial position at the end of the period |
Para 1.21 | |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Primarily the reserves are allocated to the Grants issued to manage the committed operational expenses in India. Any surplus will be allocated to the expansion of the school project in India. |
| Amount of reserves held | Para 1.22 | As above in in 1.21 Financial Position |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
Para 1.47 The charit��s principal sources of funds (including any fundraising) Para 1.46 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Other
Structure, governance and management
Description of charit��s trusts:
| Type of governing document: for example, trust deed, memorandum and articles of association etc |
Para 1.25 | Constitution |
|---|---|---|
| How is the charity constituted? for example limited company, 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 | Apart from the first charity trustees, every appointed trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. Every charity trustee must have Particular experience based on specific role description if working as a management trustee or Specific skill or experience which the CIO requires at the time or Specific experience in the communities served by the CIO or Ability to be key stakeholder in the CIO's fundraising plans; plans will be focused on individuals, corporates or 3rd sector grants |
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 | Policies Available: Complaints Conflict of Interest Investment Risk Management Volunteers Children Health & Safety Paying Staff |
|---|---|---|
| The charit��s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 |
Reference and administrative details
Charity name Ashok Tree Foundation Other name the charity uses Registered charity number 1158960 Charit��s principal address 454 Honeypot Lane London, HA7 1JW
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 (if any) |
|---|---|---|---|---|
| Ashok Kumar | Vice Chair | |||
| Michele Carvalho | Head of Projects | |||
| Francesca Quaradeghini |
||||
| RajSalverajah | Head of Finance | |||
| Melvyn Carlile | Chairman | |||
| Willow Kemp | ||||
| Malcolm Berger | ||||
| Kwok Ying Chan | Finance Manager | |||
| Richard Manley | Head of Legal | |||
Corporate trustees � names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the c�stodian charit��s objects Details of arrangements for safe custody and segregation of such assets from the charit��s o�n 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 c���a�� ha� �ake� ad�a��age �f �he ��all c���a�ie�� e�e���i�� i� ��e�a�i�g the report above.
The �����ee� decla�e �ha� �he� ha�e a�����ed �he �����ee�� report (including di�ec����� �e����) above.
Signed �� behalf �f �he cha�i���� �����ee� /directors
Signature(s) Full name(s) Michele Carvalho Position (for example Trustee, Head of Projects Secretary, Chair, etc) Date 13 January 2021
| RECEIPTS AND PAYMENTS ACCOUNT | ||||
|---|---|---|---|---|
| FOR THE PERIOD 01.07.2020 - 30.06.2021 | ||||
| 2021 | 2021 | 2020 | 2020 | |
| Total receipts (unrestricted funds) | 26,871.17 | 18,935 | ||
| Payments made | ||||
| Grants made | 15,061 | 23,970 | ||
| Cost of fundraising | 25 | 181 | ||
| Bank charges | 53 | 40 | ||
| Accountancy | ||||
| -15,139 | -24,191 | |||
| Surplus / (deficit) | 11,732 | -5,256 | ||
| Reserves b/fwd | 11,449 | 16,705 | ||
| Reserves c/fwd | 23,181 | 11,449 | ||
| Bank balance | 23,181 | 11,449 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Ashok Tree Foundation On accounts for the year ended 30 June 2021 Charity no (if any) 1158960 Sat out on pages 1-8 I report to the trustees on my examination of the accounts of the above charty {Ih8 Trust.) for the year ended 3010612021. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basls of report of the accounts in accordance wtth the requirements of the Charities Act 2011 (Ihe Acr). 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 undef section 145(51{b) of the Act. I have completed my examination. I confinn that no material matters have come to my attention in connection wtth the examination which gives me cause to believe that in, any material respect.. acwunting records were not kept in accordance with section 130 of the Act or the accounts do not accord Vth the accounting records Independent examinerfs statement I have no conM5 and have come across no olher matters in conneclion th 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 brackets rf they do not apply. Signed: Date: 10 February 2022 Name: Martin Short Relevant professional qualrfication(sl or body (if any): Member of the Institute of Chartered Accountants in England & Wales. Address: 3 Preston Parade Whrtstable Kent CT5 4AA IER Octob6r 2018