Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
## **Trustees’ annual report (including Directors’ report) for the period**
**From: 01/07/2022 Period start date To: 30/06/2023 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, by
supporting the Yogi
Ashokananda Foundation, registered India
Charity, BK 4/50.
The foundation addresses specific needs in
London, in Partnership with Yogiville Gurukul
and other Yoga/Meditation communities|
|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
Hearing Camp in India in collaboration with
MERF Institute and Rotary Club
3. Healthy Mind - Meditation
classes/workshops in India & UK
4. Healthy Food - Hot nutritional meals for
students, faculty and adults in need 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 considered the
Charity Commission’s public benefit
guidance.|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference
Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
|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 program related
investment|Para 1.38||
|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 participate in 7+
weekly yoga classes across UK, being delivered by
volunteer certified teachers from Yogiville Gurukul.
Classes are delivered online and in studio, with studio
space donated either by corporate partners or the
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 Yogiville Gurukul 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 135 students with 8 teachers
guiding lessons. Receiving a well-rounded education
based on the Indian national curriculum, complemented
with dailylessons inyoga,meditation,3 languages,|
|---|---|---|
Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
Tamil, Hindi & English. **Healthy Food** –We support the Yogi Ashokananda Foundation’s food program, where they provide 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 faculty. **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.
**Hearing Camp -** In partnership with Yogi Ashokananda Foundation, MERF Institute from Chennai and the Rotary club, conducted our first hearing camp. Prequalification of 100+ people with known hearing problems, were tested and consulted by team of doctors and residents from MERF Institute onsite at Sita Devi Charity School and facilities. The team of doctors were supported onsite with Yogi Ashokananda Foundation team and with gracious sponsorship from Rotary Club and other grants organized by MERF, we were able to provide 52 people (adults and children) with hearing aid devices, improving their hearing, confidence and general wellbeing.
## **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
Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
## **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 schoolproject 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
goingconcern|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
Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
## **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 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 charity’s organisational
structure and anywider|Para 1.51||
Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
network with which the charity works Para 1.51 Relationship with any related parties
## **Reference and administrative details**
|Charityname|**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**
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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||||
||Melvyn Carlile|Chairman|||
||Willow Kemp||||
||Malcolm Berger||||
||Kwok Ying Chan|Finance Manager|||
||Richard Manley|Head of Legal|||
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Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
## 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)**
|**ional information (optional)**
**ames and addresses of advisers (optional information)**|**ional information (optional)**
**ames and addresses of advisers (optional information)**|**ional information (optional)**
**ames and addresses of advisers (optional information)**|
|---|---|---|
|**Type of**
**adviser**
**Name**
**Address**|||
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|**Name of chief executive or names of senior staff members (optional information)**|||
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
Zoho Sign DocumÈnt ID." 4AC8E7CD6-OOD8GWQGUQQCQNSFRBFD-RMH4TFLS2SFIALV NTH4YNS
Other optional information
Zoho Sign Document ID: 4AC8E7CD6-O0D8GWQGUQQCQNSFRBFD-RMH4TFLS2SRALV_NTH4YNS
## **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)**
Melvyn Carlile
**Position** Trustee, Chairman
**Date:** Apr 02 2024
|**ASHOK TREE FOUNDATION**|||||
|---|---|---|---|---|
|**CHARITY NUMBER 1158960**|||||
|**RECEIPTS AND PAYMENTS ACCOUNT**|||||
|**FOR THE PERIOD 01.07.2022 - 30.06.2023**|||||
||**2023**|**2023**|**2022**|**2022**|
|**Total receipts (unrestricted funds)**||**6,763.17**||**23,755.69**|
|**Payments made**|||||
|Grants made|22,032||17,933||
|Cost of fundraising|0||0||
|Bank charges|46||80||
|Accountancy|0||250||
|||-22,078||-18,263|
|Surplus / (deficit)||-15,315||5,493|
|Reserves b/fwd||28,674||23,181|
|Reserves c/fwd||13,359||28,674|
|Bank balance||13,359||28,674|