## **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: **----- Start of picture text -----**
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
**----- End of picture text -----**
## **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
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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 (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 V￿th the accounting records Independent examinerfs statement I have no con￿M5 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