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2022-02-28-accounts

Companies Reg Number : 05374807 ( England & Wales ) Charity Number : 1166332

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE )

Unaudited

TRUSTEES ANNUAL REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 28TH FEBRUARY 2022

Page 1

THE SIVA TRUST LTD (A COMPANY LIMITED BY GURANTEE )

INDEX TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28TH FEBRUARY 2022

Page
Company Information 3
Report of the TRUSTEES 4 - 7
Independent examiner`s Report 8
Statement of financial activities 9
Balance Sheet 10
Notes to the Financial Statements 11 - 14

Page 2

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE )

CHARITY GENERAL INFORMATION FOR THE YEAR ENDED 28TH FEBRUARY 2022

TRUSTEE/DIRECTOR - President 1 Mr. RatnaJothy Mahesan TRUSTEE / DIRECTOR 2 Mr.Sri Krishna Ratnasinkam TRUSTEE / DIRECTOR 4 Mr. Kathiravetpillai Jeyaratnam TRUSTEE / DIRECTOR 5 Mr Arumugam Athavan 6 Ms Niranjanamala Ravindra SECRETARY: Mr Kathiravetpillai Jeyaratnam COMPANY REGISTRED NUMBER 5374807 ( England & Wales ) CHARITY REGISTRED NUMBER 1166331 REGISTERED OFFICE: Unit 1B Stephenson Way Three Bridges Crawley West Sussex RH10 1TN ACCOUNTANTS: Xavier, Xavier & Co Institute of Financial Accountant 4 The Boulevard Crawley West Sussex RH10 1XX BANKERS : HSBC The Boulevard Crawley RH10 8HD

Page 3

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE )

TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 28TH FEBRUARY 2022

Report of the trustees for the year ended 28TH FEBRUARY 2022

The trustees present their annual report and financial statements of the charity for the year ended 28TH February 2022. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity’s trust deed, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities published on 16/07/ 2014

TRUSTEES INDUCTION AND TRAINING

A): GOVERNING DOCUMENTS & CONSTITUTATION

A) GOVERNING DOCUMENT

The Siva Trust Limited is governed by Memorandum of Articles.

B)APPOINTMENT OF TRUSTEES

Under the Memorandum of Articles, the Trustees can serve for maximum Three consecutive years and they are eligible to stand for further years subject to meet the condition in Memorandum of Articles.:

Trustees will be elected by public meeting and have to be a member for at least One Year. To become a member, applicant has to make annual donation of minimum One hundred and twenty pounds and should submit his/her CRB Report and Credit Check Report.

Public meeting was held on 22ND May 2020 unfortunately no members met the above criteria for election and it was decided that present trustees will continue for another year Next public meeting to be held on 17TH JULY 2022

C) MAIN OBJECTIVES&ACTIVITIES

Daily rituals prayers Annual Festivals Communal gathering for all ethnic groups Promoting classical music classes Caring and activities for elderly citizens. Caring and activities for senior citizen

Page 4

THE SIVA TRUST LTD (A COMPANY LIMITED BY GURANTEE ) TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 28TH FEBRUARY 2022

D) MAIN ACHIEVEMENTS

To build a community gathering centre to develop the Hindu religion and its practice to all citizen in and around Sussex Area.

PUBLIC REPORTING

The Trustees of The Siva Trust Ltd will display monthly Income and Expenditure Statement in the Public Notice Board first week of every month.

Annual accounts will not be displayed in the public notice board, it will be available upon request.

RELATED PARTY TRANSACT

During the financial year no emoluments or no beneficial interest has been paid to the Trustees. The Trustees were not reimbursed for any expenses as they all are fully devoted to the temple and volunteered to serve at their own expenses.

E)RESERVE POLICY

This Charitable Organization which funding based on public donation/contribution and 15 volunteer who pledged to contribute £1000.00 each every year.

In the event of any unlikely The Siva Trust Ltd has enough money in the bank to see through at least 3 month

F) PRINCIPAL FUND RAISING

Main form of fund collection is weekly collection and non regular members reasonable contribution for annual festival which usually raises £12,000.00 each year

G) RISK MANAGEMENT

The following members are actively involved in day-to-day running of business of The Siva Trust Ltd

Mrs.Ms Niranjanamala Ravindra Treasure Mr. Jothy Mahesan - President Mr. Kathiravetpillai Jeyaratnam - Secretary

The Siva Trust Ltd has developed a risk management which involves:

a) Monthly and annual review of the performance and finance.

the trustees ensure the the charity has enough fund in the bank to cover at least 3months of expenditures b) The development of systems and procedures to minimize the risks (i.e finance ,health & saf and future fund raising . The Trustees always work very closely and adopt a policy which includes emergency and contingency plan to minimize the impact of funding shortfall. President, Treasurer and Secretary are together monitor the expenses are controlled.

RESTRICTED FUND

The restricted funding is been collected and kept in a separate bank for the purpose of purchasing the building in the future .

Trustees responsibilities in relation to the Financial statements

The charity trustees are responsible for preparing a trustees annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of affairs of the charity and of the incoming

Page 5

THE SIVA TRUST LTD (A COMPANY LIMITED BY GURANTEE ) TRUSTEES ANNUAL REPORT

FOR THE YEAR ENDED 28TH FEBRUARY 2022

resources and application of resources, of the charity for that period. In preparing the financial statements , the trustees are required to :-

select suitable accounting policies and then apply them accordingly

observe the methods and principles in the applicable Charities Standard Operating Procedures make judgements and estimates that are reasonable and prudent

state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements.

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust deed. They are also responsible for safeguarding the assists of the Charity and taking responsible steps for the prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the charity and financial information

Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdiction.

The Trustees declare that they have approved the trustees report as above on and Signed on behalf the Charity's trustees by:-

and outgoing .

Accountants

A resolution to reappoint Xavier, Xavier & Co as Accountants will be put to the trustees at the Annual General Meeting .

Page 6

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE ) TRUSTEES ANNUAL REPORT

FOR THE YEAR ENDED 28TH FEBRUARY 2022

Trustees’ responsibilities in relation to the financial statements

The charity trustees are responsible for preparing a trustees’ annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period. In preparing the financial statements, the trustees are required to :

• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the charity and financial information Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The Trustees declare that they have approved the trustees report as above on and Signed on behalf of the charity`s trustees by

Mr. RatnaJothy Mahesan Mr.Sri Krishna Ratnasinkam 28/11/2022 28/11/2022

Mr. Kathiravetpillai Jeyaratnam 28/11/2022

Mr Arumugam Athavan 28/11/2022

Ms Niranjanamala Ravindra 28/11/2022

Page 7

REPORT OF INDEPENDENT EXAMINERS STATEMENT TO THE TRUSTEES OF THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE )

FOR THE YEAR ENDED 28TH FEBRUARY 2022

As described on the trusties responsibility you are responsible for the preparation of the financial for the year ended 28th February 2022 set out on pages three to eight and you consider that the Charity is exempt from an audit under section 43 (2) of the Charities Act 1993 , that an independent examination is needed It is my responsibility to

Examine the accounts under section 43 of the act

To follow the procedures laid down in general Directions given by the Charity commission under section 43(7)(b) of the act and

To state whether particular matters have to come to my attention

My examination was carried out in accordance with general Directions given by the Charity commission . An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records . It also includes consideration of any unusual items or disclosure in the accounts , and seeking explanation from you as trustees concerning any such matters. The procedures under taken do not provide all the evidence that would be required in an audit , and consequently no opinion is given as to whether the accounts present a true and fair view and the report is limited to those matters set out in the statement below .

In the course of my examination , no matter has come to my attention which gives me reasonable cause to believe that in , any material respect, the requirement:

MR S SUMAN XAVIER , XAVIER & CO INSTITUE OF FINANCIAL ACCOUNTANT 4 THE BOULEVARD CRAWLEY WEST SUSSEX RH10 1XX

Dated: 28th November 2022

Page 8

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE ) STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 28TH FEBRUARY 2022

Incoming resources
Contribution & Donations
Gift aid
Donations
Member contribution
By Will
TOTAL INCOME
Cost of raising funds
Operating Expenses
Note 5
Total Resources Expended
NET Incoming / Outgoing
resources
Transfers between funds
Total fund Bought forward
Total fund Carried forward
2022
Unrestricted
Restricted
Endowment
funds
funds
funds
73443
26787
--
100230
0
0
79,180
-
-
79,180
0
0
21,050
0
0
76,242
19752
97,292
19,752
TOTAL
FUND
73,443
26,787
100,230
79,180
79,180
21,050
-
95,994
117,044
2021
TOTAL
FUND
59,279
0
0
59,279
67,429
67,429
-8,150
93698
85,548

Page 9

THE SIVA TRUST LTD (A COMPANY LIMITED BY GURANTEE ) BALANCE SHEET AS AT 28 TH FEBRUARY 2022

2022
£
Notes
£
FIXED ASSETS:
Intangible assets
6
3,398
Tangible assets
7
55,836
59,234
CURRENT ASSETS:
Stock
367
Debtors
8
3,835
Bank & Cash in hand
104,105
108,307
CREDITORS:Amounts falling
8,891
due within one year
9
8,891
NET CURRENT LIABILITIES:
99,416
Less long-term lability
10
41,606
LIABILITIES:
117,044
FUNDS
Unrestricted Fund
97,292
Restricted funds
19,752
117,044
2021
£
£
3,398
58,179
61,577
584
3,835
86,916
91,335
11,053
11,053
80,282
45,865
95,994
76,242
19,752
95,994

Page 10

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE ) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28TH FEBRUARY 2022

1 BASIS OF PREPARATION

1.1 Basis of Accounting

The accounts (financial statements) have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities published on 16/07/14, the Financial Reporting Standard for Smaller Entities (FRSSE), and the Charities Act 2011 and applicable regulations.

The accounts have been prepared under the historical cost convention with items recognized at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

1.2 Change in Basis Of Accounting

There has been no changes to the Accounting policies since last year

1.3 Changes to Previous Accounts

No changes have been made to accounts for previous years

2 ACCOUNTING POLICIES

2.1 Incoming Resources

Income represents donations, subscriptions and class fees.

These are included in the Statement of Financial Activities (Sofa) when:

2.2 Contractual income and performance related grants

None

2.3 Resources Expended

Expenditure is recognized on an accrual basis as a liability is incurred. Expenditure includes VAT as the Charity is exempt from registering for VAT and therefore is reported as part of the expenditure to which it relates.

2.4 Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. Fixtures and Fittings - 10 % Straight line States - 10 % Straight line Building is not depreciated

2.5 Deferred taxation

Provision is made at current rates for taxation deferred in respect of all material timing differences except to the extent

to the extent that, in the opinion of the director, there is reasonable that the liability will not arise in the foreseeable future.

3 OPERATING SURPLUS / ( DEFECIT )

The operating surplus / ( deficit )is stated after charging:

Depreciation - owned assets
Trustees' emoluments
2022
£
2,344
-
2021
£
2,344
-

Page 11

THE SIVA TRUST LTD

(A COMPANY LIMITED BY GURANTEE )

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28TH FEBRUARY 2022

4 ANALYSIS OF INCOMING RESOURCES

**5 ** Incoming resources
Contribution & Donations
Gift aid
Donations
Member contribution
By Will
TOTAL INCOME
RESOURCES EXPENDED
Cost of Pooja
Wages
Sub Contractors
Print Stationary
Telephone
Rent & rates
License & fees
Light & heat
Repairs & renewals
Bulling Insurance
Legal fee
Donation
Bank Charges
Depreciation
2022
Unrestricted
Restricted
Endowment
TOTAL
funds
funds
funds
FUND
73443
73,443
26787
26,787
0
0
100230
0
0
100,230
18191
-
18191
22276
-
22276
0
-
0
274
-
274
568
-
568
26398
-
26,398
150
-
150
6907
-
6,907
58
-
58
1628
-
1,628
0
-
0
0
-
0
386
-
386
2,344
-
2,344
79,180
0
0
79,180
2021
TOTAL
FUND
59,279
0
59,279
11277
22295
0
0
806
20774
600
6410
460
1472
600
0
391
2,344
67,429

Page 12

THE SIVA TRUST LTD (A COMPANY LIMITED BY GURANTEE ) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28TH FEBRUARY 2022

6 INTANGIBLE FIXED ASSETS

As at 01st MARCH 2021
Addition / ( Disposal )
As at 28TH February 2022
Lease
Property
£
3,398
3,398

7 TANGIBLE FIXED ASSETS

COST:
As at 01st MARCH 2021
Addition / ( Disposal )
As at 28TH February 2022
DEPRECIATION:
As at 01st MARCH 2021
Charge for year
As at 28TH February 2022
NET BOOK VALUE:
As at 28TH February 2022
As at 01st MARCH 2021
8 Debtors
Prepayment
Coins
Building
Renovation
Statues
Chariot
Fixtures &
fittings
Totals
£
£
£
£
£
13,710
30,513
10,225
7,695
13,211
75,354
0
13,710
30,513
10,225
7,695
13,211
75,354
9,266
7,909
17,175
1,022
1,321
2,344
0
0
0
10,288
0
9,230
19,518
13,710
30,513
-63
7,695
3,981
55,836
13,710
30,513
959
7,695
5,302
58,179
2022
2021
£
£
3,835
3,835
3,835
3,835

Page 13

THE SIVA TRUST LTD (A COMPANY LIMITED BY GURANTEE ) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28TH FEBRUARY 2022

9 CREDITORS: AMOUNTS FALLING
DUE WITHIN ONE YEAR
Other Creditors
Payee
Wages & accruals
Nest
10 LOANS AND OVERDRAFTS
An analysis of the maturity of loans overdrafts is given below:
Bounce Back Loan
Loan Private 01
Loan Private0 2
11 Employees
Number of Employees
The average monthly number of employees during the year were :
Employees
2022
£
5,577
432
2953
-71
8,891
2022
£
25,741
7837
8028
41,606
2
2
2021
£
5,577
-154
5512
118
11,053
2021
£
30,000
7837
8028
45,865
2
2

Page 14