## **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:|||
|---|---|---|
|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||||
||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|||
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## – 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|