## **Trustees’ Annual Report for the period** **From 01/04/2021 Period start date To 31/03/2022 Period end date** ## **Charity name: Baldev Goyal Charitable Trust** ## **Charity registration number:1166898** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**General charitable purposes, education**
**& training, prevention or relief of**
**poverty, religious activities, arts &**
**culture, Advancement of health or**
**saving of life, promoting religious &**
**racial harmony, supporting those with**
**disadvantage and disability**| |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|**Donations to places supporting the**
**charity’s purpose. For financial year**
**2021-2022 – religious and health-based**
**activities.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes, the trustees have read the**
**guidance issued by the Charity**
**Commission on Public benefit.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|**Donations made into the Charity’s fund**
**made by volunteers**| Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |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|**Donations to the Hindu Welfare**
**Association of Essex (HWAE) has**
**allowed it to conduct religious and**
**social events that promote peaceful**
**worship and supported the Hindu**
**community during periods of lockdown.**
**It allowed purchase & maintenance of**
**their equipment and allowed funding of**
**face to face gatherings when lockdown**
**restrictions were lifted. In particular it**
**helped the running of the organisation**
**when donations from the public were**
**scare due to lock down restrictions.**
**Donations to Great Ormond Street and**
**Royal National Institute for the Blind**
**allowed them to continue their research**
**and health care to those in need they**
**serve.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Positive balance of £105,055 in current**
**account**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves held pending applications for**
**grants.**| |Amount of reserves held|Para 1.22|**£105,055 in current account, no savings**
**account held.**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|**n/a**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**n/a**| ## **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust deed**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated**| |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|**Original trustees remain in place. If one**
**needed replacing, a new trustee would**
**be proposed, seconded, and voted**
**upon. A trustee should have the values**
**pertaining to the purpose of the charity.**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|Baldev Goyal Charitable Trust| |---|---| |Other name the charity uses|BG Charity Trust| |Registered charity number|1166898| |Charity’s principal address|81 Parkstone Avenue
Hornchurch
Essex
RM11 3LT| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Mr Baldev Goyal|Foundingtrustee||| ||Dr Mina Goyal|Chair||| ||Mrs Sumitra Goyal|Trustee||| ||Mr Andrew
Coombe|Trustee||| ||Mr Sunil Gupta|trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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**|| |---|---|---| |**Mr Baldev Goyal**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets Nil 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 trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Dr Mina Goyal|| ||
Chair|| ||31/01/2023|| ||31/01/2023|| **----- Start of picture text -----**
Tax Return 21/22 - BG Charity Trust
2022 tax paid gross 20/21 tax paid gross 20/21 tax paid gross 10 19/20 tax paid gross 18/19 tax paid gross 17/18 16/17 15/16 14/15
Income -ALL Interest 01/06/21Mina Goyal 23/06/21a/c 91002405 08/09/21Interest 04/10//21Interest 04/10/21Interest 01/12/21Mina Goya l28/01/22Mina Goyal 02/02/22 42.29 501.00 15,000.00 275.25 3,875.00 45.79 10,000.00 5,000.00 - -
Subtotal 34,739.33 - - - - - - - - - -
TOTAL 34,739.33 - - - - - - - -
**----- End of picture text -----**
|**TAX RETURN 21/22- BG Charit**|**y Trust**
**91 19/22**
**20/21**
**19/20**
**18/19**
**17/18**
**16/17**
**15/16**
**14/15**
Notes
-
-
-
-
-
-
-
-
al
-
-
-
-
-
-
-
-
1,000.00
-
-
500.00
1,000.00
1,100.00
101.00
251.00
al
3,952.00
C
al
al
200.00
500.00
100.00
al
800.00
al
10,000.00
al
10,000.00
**14,752.00**| |---|---| |
Subtot
**Donations HWAE**
HWAE 22/04/21
HWAE 02/07/21
HWAE 15/09/21
HWAE 19/10/21
HWAE 24/11/21
HWAE 30/12/21
Subtot
Subtot
Subtot
**Other doanations**
RNIB 09/04/21
Veda foundation 15/10/21
GOS
Subtot
Subtot
**Miscellaneous**
B. Goyal
Subtot
**TOTAL**|| |**TAX RETURN 21/22- Baldev Goyal C**|**haritable Trust**
**2021/22**
**Net**
**Tax**
**Gross**
42.29
275.25
**
3,875.00
45.79
0.00
0.00
0.00
0.00| |---|---| |
**INCOME**
**Q10- Bank Interest**
Interest 01/06/21
Interest 04/10//21
Interest 04/10/21
Interest 01/12/21
**Q10- Dividends**|| ||4,238.33
0.00
0.00| ||0.00
0.00
0.00
0.00
0.00
0.00| ||| ||0.00
0.00| **Tax Free Investments** |**TAX RETURN 2021/22- BG Charity Trust**|||| |---|---|---|---| |**RELIEFS**|||| ||**Net**|**2021/2022**
**Tax**
**@22%**|**Gross**| |**Q14- Pension**|||| **Q15 - Misc** **----- Start of picture text -----**
Tax Return 21/22 - BG Charity Trust
2022 tax paid gross 20/21 tax paid gross 20/21 tax paid gross 10 19/20 tax paid gross 18/19 tax paid gross 17/18 16/17 15/16 14/15
Income -ALL Interest 01/06/21Mina Goyal 23/06/21a/c 91002405 08/09/21Interest 04/10//21Interest 04/10/21Interest 01/12/21Mina Goya l28/01/22Mina Goyal 02/02/22 42.29 501.00 15,000.00 275.25 3,875.00 45.79 10,000.00 5,000.00 - -
Subtotal 34,739.33 - - - - - - - - - -
TOTAL 34,739.33 - - - - - - - -
**----- End of picture text -----**
|**TAX RETURN 21/22- BG Charit**|**y Trust**
**91 19/22**
**20/21**
**19/20**
**18/19**
**17/18**
**16/17**
**15/16**
**14/15**
Notes
-
-
-
-
-
-
-
-
al
-
-
-
-
-
-
-
-
1,000.00
-
-
500.00
1,000.00
1,100.00
101.00
251.00
al
3,952.00
C
al
al
200.00
500.00
100.00
al
800.00
al
10,000.00
al
10,000.00
**14,752.00**| |---|---| |
Subtot
**Donations HWAE**
HWAE 22/04/21
HWAE 02/07/21
HWAE 15/09/21
HWAE 19/10/21
HWAE 24/11/21
HWAE 30/12/21
Subtot
Subtot
Subtot
**Other doanations**
RNIB 09/04/21
Veda foundation 15/10/21
GOS
Subtot
Subtot
**Miscellaneous**
B. Goyal
Subtot
**TOTAL**|| |**TAX RETURN 21/22- Baldev Goyal C**|**haritable Trust**
**2021/22**
**Net**
**Tax**
**Gross**
42.29
275.25
**
3,875.00
45.79
0.00
0.00
0.00
0.00| |---|---| |
**INCOME**
**Q10- Bank Interest**
Interest 01/06/21
Interest 04/10//21
Interest 04/10/21
Interest 01/12/21
**Q10- Dividends**|| ||4,238.33
0.00
0.00| ||0.00
0.00
0.00
0.00
0.00
0.00| ||| ||0.00
0.00| **Tax Free Investments** |**TAX RETURN 2021/22- BG Charity Trust**|||| |---|---|---|---| |**RELIEFS**|||| ||**Net**|**2021/2022**
**Tax**
**@22%**|**Gross**| |**Q14- Pension**|||| **Q15 - Misc**