## **Trustees’ Annual Report for the period** **From 01/04/2022 Period start date To 31/03/2023 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**
**2022-2023 – 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 promoted peaceful**
**worship and supported the Hindu**
**community. It allowed purchase &**
**maintenance of their equipment and**
**allowed funding of face to face**
**gatherings and education of children**
**and young people into the Hindu culture**
**to promote tolerance in religious and**
**cultural activities and worship.**
**Donations to Great Ormond Street and**
**Royal National Institute for the Blind**
**allowed them to continue their research**
**and provide health care to those in need**
**they serve. Donations to Mouth and**
**Foot Painting Artists helped the**
**organisation to self-help in painters who**
**paint without the use of their hands.**| ## **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||**The bank account was locked as the**
**Founding Chairman Mr Goyal passed**
**away 19th July 2022 and access to funds**
**to spend only became available in mid-**
**late 2023.**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Positive balance of £127,243.25 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|**£127,243.25 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|22 Brookside
Hornchurch
Essex RM11 2RS| ||| ## **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|Died 19/07/2022|| ||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|| ||21/01/2024|| ||21/01/2024|| 1/22/24, 12:22 AM Print annual return | Charity Commission BETA Having problems on this page? Your feedback will help us to improve it. Messages (/group/guest/notifications) Account (/group/guest/my-details) Sign out (/c/portal/logout)  **You will be logged out after 30 minutes of inactivity.** ## Home ## **Charity Commission Annual Return 2023** Print Cancel BALDEV GOYAL CHARITABLE TRUST Charity registration number: 1166898 Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2023. ## **PART A - Charity information** ## **Financial period** ## **Financial period start date** 01/04/2022 ## **Financial period end date** 31/03/2023 ## **Income and spending** ## Income £ £ 26,138 ## Spending £ £ 4,003 ## **Number of contracts from government** How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return? 0 ## **Number of grants from government** ## How many grants did your charity receive from central government or a local authority during the financial period for this return? 0 ## **Income breakdown** ## **Donations and legacies (excluding Endowments Received)** £ 26,001 ## **Charitable activities** £ 0 ## **Other trading activities** £ 0 https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 1/6 1/22/24, 12:22 AM Print annual return | Charity Commission ## **Investments** £ 0 ## **Other** £ 137 ## **Grantmaking** ## Is grant making the main way your charity carries out its purposes? Yes ## **Recipients of grants** ## **Please round all figures to the nearest pound (do not enter decimal points or commas). Individuals** £ 0 ## **Other charities** £ 4,003 ## **Other organisations that are not charities** £ 0 ## **Grant recipients related parties** ## Are any of the grant recipients related parties to the charity? No ## **Trustee payments** Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return? ⊠ e. None of the trustees have been paid Did any of the trustees resign and take up employment with your charity in the financial period of this return? No ## **Income from outside the UK** ## Did your charity receive income from outside of the United Kingdom in the financial period of this return? No ## **Delivering activities outside the United Kingdom** ## Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return? No ## **Spending outside England & Wales** Did your charity spend funds outside of the United Kingdom in the financial period of this return? No ## **Total Spending outside England & Wales** https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 2/6 1/22/24, 12:22 AM Print annual return | Charity Commission £ ## **Trading subsidiaries** ## Does the charity have any trading subsidiaries? No ## **Charity contact details correct** ## Is the contact address displayed from the Register of Charities, correct? Yes ## **Charity headquarters details correct** ## Is this the same address that you use as your charity's administrative headquarters? Yes ## **Charity contact address** ## **Address Line 1** 22 Brookside ## **Address Line 2** Hornchurch, Essex ## **Address Line 3** ## **Address Line 4** ## **Address Line 5** Other ## **Postcode** RM11 2RS ## **Country** ## **Charity Headquarters address** ## **Address Line 1** 22 Brookside ## **Address Line 2** Hornchurch, Essex ## **Address Line 3** ## **Address Line 4** ## **Address Line 5** Other ## **Postcode** RM11 2RS https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 3/6 1/22/24, 12:22 AM Print annual return | Charity Commission **Country** ## **Membership type** Is the charity part of a wider group structure with a parent body and subsidiary bodies? no, the charity is not part of a wider group structure ## **Employment contract types** ## **People were permanently employed by your charity** 0 ## **People were on fixed-terms contracts with your charity** 0 ## **Self-employed people were working for your charity** 0 ## **Governance policies** **Internal charity financial controls policy and procedures** Yes **Safeguarding policy and procedures** Yes **Financial reserves policy and procedures** Yes **Complaints policy and procedures** Yes **Serious incident reporting policy and procedures** Yes **Internal risk management policy and procedures** Yes **Trustee expenses policy and procedures** Yes **Trustee conflicts of interest policy and procedures** Yes **Investing charity funds policy and procedures** Yes **Campaigns and political activity policy and procedures** Not applicable **Bullying and harassment policy and procedures** Yes **Social media policy and procedures** Yes **Engaging external speakers at charity events policy and procedures** Not applicable https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 4/6 1/22/24, 12:22 AM Print annual return | Charity Commission **Safeguarding** ## Has your charity provided services to children and/or adults at risk in the financial period of the return? No ## **Serious Incidents** ## Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return? There were no incidents to report ## **External risk and impact** Donations Unknown/No Change/Not Applicable Other income - grants Unknown/No Change/Not Applicable Other income - contracts Unknown/No Change/Not Applicable Other income - investment Unknown/No Change/Not Applicable Expenditure on charitable activities Unknown/No Change/Not Applicable Expenditure on overheads Unknown/No Change/Not Applicable Number of volunteers Unknown/No Change/Not Applicable Number of employees Unknown/No Change/Not Applicable Number of trustees Unknown/No Change/Not Applicable Fundraising activities Unknown/No Change/Not Applicable Capacity to deliver services Unknown/No Change/Not Applicable Total service demand Unknown/No Change/Not Applicable ## **Volunteers** ## Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return? 0 **Privacy statement** https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 5/6 1/22/24, 12:22 AM Print annual return | Charity Commission Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless: ## · you have consented to their release; or - we are legally obliged to disclose them; or · we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest. We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if: - we can lawfully do so; and · we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest Information we collect about you We will use this information: To enable us to carry out our statutory functions and duties; This will include the following actions: - (a) update, consolidate, and improve the accuracy of our records; (b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement; - (c) data analysis, testing, research, statistical and survey purposes Information we receive from other sources. ## Information we receive from other sources We may combine this information with information you give to us and information we collect about you. We may use this information and the combined information for the purposes set out above (depending on the types of information we receive). We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act. The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals. As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form. Please check back frequently to see any updates or changes to our privacy policy. ## **Declaration** ## This annual return has not been submitted and no Declaration has been made https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 6/6 **Tax Return 22/23 - BG Charity Trust** |**Income -ALL**
Baldev Goyal 21/04/2022
Mina Goyal 17/05/2022
CELMP 30/01/2023
Interest
Subtotal
**TOTAL**
Interest
**TAX RETURN 21/22- BG Charity**|||**2023**|**2023**|**tax**
**paid**|**gross**||**2022**||**tax**
**paid**|**gross**| |---|---|---|---|---|---|---|---|---|---|---|---| ||10,000.00||||||42.29
interest||||| ||1,001.00||||||501.00
donation||||| ||15,000.00||||||15,000.00
donation||||| ||||||||275.25
interest||||| ||137.35||||||3,875.00
gift aid||||| ||||||||45.79
interest||||| ||||||||10,000.00
donation||||| ||||||||5,000.00
donation||||| ||||||||34,739.33||**20/21**||| ||||||||||||| ||||||||**34,739.33**||||| ||||||||||||| |
**EXPENSES-all**
Subtotal
**Donations HWAE**
HWAE 13/04/2022
HWAE 25/05/2022
Subtotal
total|||||||||||| |||||-|||||-||| |||||-|||||-||| ||||||||||||| |||||2,001.00|||||||| ||||||||||-||| ||||||||||||| |||||1,502.00|||||||| ||||||||||||| ||||||||||||| |||||3,503.00|||||||| ||||||||||||| |||||3,503.00|||||||| ## **Other donations** |**Other donations**||| |---|---|---| |Foot & Mouth painting artists 04/05/2022
GOS 04/05/2022
Sight Savers 13/05/2022
Subtotal
TOTAL|100.00
200.00
200.00|| |||| ||500.00|| ||4,003.00|| **Miscellaneous** B. Goyal