Trustees’ annual report (including Directors’ report) for the period
From: 01/07/2021 Period start date To: 30/06/2022 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 Charity Commission’s public benefit guidance. |
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 charity’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 60 people per week participate in 7+ yoga classes across UK, being delivered by volunteer certified teachers. Weekly Meditation Classes– Regular Meditation classes are offered in several London locations with 15+ 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. We were fortunate to educate 100 students with 7 teachers guiding lessons. Receiving a well-rounded education based on the Indian national curriculum, complemented with daily lessons in yoga, meditation, 3 languages, Tamil, Hindi & English. Healthy Food–We support the Yogi Ashokananda Foundation’s food program, where they provide 2 daily hot mails for the 12 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. 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 oversight on the children’s nutritional needs. |
|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
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
Financial review
| Financial review | ||
|---|---|---|
| Review of the charity’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 charity’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 charity’s trusts: |
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|---|---|---|
| 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 Available: Complaints Para 1.51 Conflict of Interest Policies and procedures Investment adopted for the induction Risk Management and training of trustees Volunteers Children Health & Safety Paying Staff
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
Reference and administrative details
| Charity name | Ashok Tree Foundation |
|---|---|
| Other name the charity uses |
|
| Registered charitynumber | 1158960 |
| Charity’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 |
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 |
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| RajSalverajah | Head of Finance | |||
| Melvyn Carlile | Chairman | |||
| Willow Kemp | ||||
| Malcolm Berger |
| 8 9 10 11 12 13 14 15 16 17 18 19 20 |
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 custodian charity’s objects Details of arrangements for 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 company has taken advantage of the small companies’ exemption in preparing the report above.
The trustees declare that they have approved the trustees’ report (including directors’ report) above.
Signed on behalf of the charity’s trustees/directors
Signature(s) Full name(s) Michele Carvalho Position (for example Trustee, Head of Projects Secretary, Chair, etc) Date 22 February 2023
| ASHOK TREE FOUNDATION | ||||
|---|---|---|---|---|
| CHARITY NUMBER 1158960 | ||||
| RECEIPTS AND PAYMENTS ACCOUNT | ||||
| FOR THE PERIOD 01.07.2020 - 30.06.2021 | ||||
| 2022 | 2022 | 2021 | 2021 | |
| Total receipts (unrestricted funds) | 23,755.69 | 26,871.17 | ||
| Payments made | ||||
| Grants made | 17,933 | 15,061 | ||
| Cost of fundraising | 0 | 25 | ||
| Bank charges | 80 | 53 | ||
| Accountancy | 250 | |||
| -18,263 | -15,139 | |||
| Surplus / (deficit) | 5,493 | 11,732 | ||
| Reserves b/fwd | 23,181 | 11,449 | ||
| Reserves c/fwd | 28,674 | 23,181 | ||
| Bank balance | 28,674 | 23,181 |