Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI # **Trustees’ annual report (including Directors’ report) for the period** **From: 01/07/2024 Period start date To: 30/06/2025 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-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI |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 45 people participate in 3
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 and
Online 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 165 students with 8 teachers
guiding lessons. Receiving a well-rounded education
based on the Indian national curriculum,complemented| |---|---|---| Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI with daily lessons in yoga, meditation, 3 languages, Tamil, Hindi & English. This year we continued to support more children who would have attended the local government school if it were to reopen. The local government school had little pressure to resolve their building issues, since so many children were enrolled at Sita Devi Primary School. **Healthy Food** –We support the Yogi Ashokananda Foundation’s food program, where they provide daily hot mails for the 6 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. **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: **----- 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 -----**
Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI ## **Financial review** |Review of the charity’s
financial position at the
end of the period|Para 1.21|ASHOK TREEFOUNDATION
CHARITYNUMBER 1158960
RECEIPTSANDPAYMENTSACCOUNT
FOR THE PERIOD 01.07.2024 - 30.06.2025
2025
2025
2024
2024
Total receipts (unrestrictedfunds)
15,313.83
8940.68
Paymentsmade
Grantsmade
14,874
14,874
Costoffundraising
Bank charges
31
31
IT Services
-
124
Accountancy
-14,905
-15,029
Surplus/ (deficit)
409
-6,088
Reserves b/fwd
7,272
13,359
Reserves c/fwd
7,681
7,272
Bank balance
7,681
7,272| |---|---|---| |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
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| Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI 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 and procedures
adopted for the induction
and training of trustees|Para 1.51|Policies Available:
Complaints
Conflict of Interest
Investment
Risk Management
Volunteers
Children| |---|---|---| Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI 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** |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** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15|**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||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI 16 17 18 19 20 ## 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)** Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **Other optional information** Zoho Sign Document ID: 4AC8E7CD6-RU6DBJQMEUN2DH14YOOW9QNULNZWY5PC1P6UGUDPWYI ## **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)** Mel Carlile **Position** Trustee, Chairman **Date:** Apr 10 2026 18:50 BST |**ASHOK TREE FOUNDATION**||||| |---|---|---|---|---| |**CHARITY NUMBER 1158960**||||| |**RECEIPTS AND PAYMENTS ACCOUNT**||||| |**FOR THE PERIOD 01.07.2024 - 30.06.2025**||||| ||**2025**|**2025**|**2024**|**2024**| |**Total receipts (unrestricted funds)**||**15,313.83**||**8940.68**| |**Payments made**||||| |Grants made|14,874||14,874|| |Cost of fundraising||||| |Bank charges|31||31|| |IT Services|-||124|| |Accountancy||||| |||-14,905||-15,029| |Surplus / (deficit)||409||-6,088| |Reserves b/fwd||7,272||13,359| |Reserves c/fwd||7,681||7,272| |Bank balance||7,681||7,272|