## **Trustees’ Annual Report for the period**
**From 6 April 2020 Period start date To 5 April 2021 Period end date Charity name: SRINIVAS/ USHA CHARITABLE TRUST**
## **Charity registration number: 1167851**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The Trustees shall hold the capital and
income of the Trust fund upon trust to apply
the income, and all or such parts of the
capital, at such time or times and in such
manner to, or for the benefit of, such
exclusively charitable objects and purposes
in any part of the world as the Trustees may
in their discretion think fit.|
|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|During
the
year
the
organisation
endeavoured to provide funds for such
charitable causes that would further the
objects of the purposes for which the charity
was set up.
Grants were made directly to support
various causes that assist children’s health
and education and community centres that
help the elderly.
The organisation continues to look at the
needs of various charities and is seeking
ways in which to meet its objectives.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|We confirm the trustees have had regard to
the Charity Commission’s guidance on
public benefit.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38
Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
SORP reference Funds were donated to Pestalozzi World to provide education for disadvantaged children in Asia and Africa by teaching Summary of the main practical skills, technical knowledge and Para 1.20 achievements of the charity, ethics. The Pestalozzi World scholars are identifying the difference the selected on the basis of ability as well as charity’s work has made to need, two girls to every boy. The aim of the the circumstances of its charity is to educate poor students from beneficiaries and any wider rural communities in India, Nepal, Malawi, benefits to society as a Thailand and Zambia. whole. In addition, funds were also donated to a charity known as Friends of Baale Mane. The Friends of Baale Mane Gopalapura is a UK registered charity which exists for the sole purpose of supporting Baale Mane. Baale Mane is a member of Keeping Children Safe (KCS). KCS is an independent not-for-profit organisation. They set out internationally recognised child safeguarding standards that ensure all organisations working directly for and with children have comprehensive safeguarding measures in place. Their independence means that their standards and advice are not influenced by any other organisation or government. As a member, Baale Mane is committed to protecting children by developing and promoting the KCS International Child Safeguarding Standards. Funds were also donated to a charity known as Asia Initiatives. Their mission is to leverage the power of social capital to promote healthcare, education and sustainable development in under-served communities. With a particular focus on women and their families, Asia Initiatives utilise transformative methodologies and
|technologies to empower people to realise|
|---|
|their full potential.|
|In addition, funds were also donated to a|
|charity known as Global Education Fund.|
|Global Education Fund is committed to|
|helping children see possibilities beyond|
|what they experience every day and they|
|work to give children the opportunity to|
|make a difference in their lives and|
|communities. Through education, Global|
|Education Fund envisages all children|
|having access to the greater world and an|
|opportunity to participate in it. Global|
|Education
Fund
invest
in
strong|
|entrepreneurial leaders who are grounded|
|in their local cultures and are driven to|
|improve educational outcomes and sustain|
|their impact.|
|The foundation also donated to a charity to|
|a known as the Sylvia Wright Trust, which is|
|a registered charity which supports the work|
|of Sylvia Wright in the Indian State of Tamil|
|Nadu. Sylvia, a nurse from Leeds in the UK,|
|sold her home and possessions in 1982, to|
|work relentlessly and courageously among|
|the sick and disabled in this very poor area|
|of India. Over the years Sylvia built and|
|established a 180 bed charity hospital, a|
|residential school for 200 profoundly deaf|
|children, two day centres for 80 severely|
|disabled children, a Nursing College for 60|
|students
as
well
as
running
many|
|community health projects.|
|In addition, funds were also donated to a UK|
|registered charity known as Dream a Dream|
|UK Limited. This charity helps give support|
|to
young
people
from
vulnerable|
|backgrounds in Bangalore, India in their life|
|skills and career connect programs.|
|The foundation has also donated funds to|
|the British Heart Foundation in order to help|
|those affected by heart and circulatory|
|diseases.|
|Funds were also donated to a charity known|
|as the Oxford University Development Trust|
|Fund. The objectives of the University of|
|Oxford Development Trust Fund are to|
|promote,
assist
and
secure
the|
|advancement
of
education,
learning,|
|teaching, scholarship and research at or in|
|connection with the University of Oxford, its|
|colleges and societies.|
|During the year, the Shrinivas/ Usha|
|Charitable Trust had also donated funds to|
**----- Start of picture text -----**
various other charities for charitable
purposes.
**----- End of picture text -----**
## **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|The charity only has unrestricted funds.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|These funds are available to be paid out in
charitable donations. These funds are
regularly reviewed by the trustees.|
|Amount of reserves held|Para 1.22|£59|
|Reasons for holding zero
reserves|Para 1.22|The Trustees are of the opinion that they
did not need to hold any reserves as they
felt that making donations to worthwhile
charitable causes was more beneficial to
further the objects of the Foundation.|
|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|Trust|
|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|Appointment by Trustees in accordance
with the Trust Deed.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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||
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name SHRINIVAS/ USHA CHARITABLE TRUST
Other name the charity uses N/A
Registered charity number 1167851
Charity’s principal address 63 Ashley Gardens
Ambrosden Avenue
London
SW1P 1QG
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 USHA KUMAR Charity Trustee The Trustee themselves
DORAISWAMY Charity Trustee The Trustee themselves
2
SRINIVAS
DORAISWAMY Charity Trustee The Trustee themselves
3
RAM
4 ANAND DHARAN Charity Trustee The Trustee themselves
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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**||
|---|---|
||DORAISWAMY SRINIVAS|
||
CHAIR|
||14 January 2022|
||14 January 2022|
**----- Start of picture text -----**
Charity Name No (if any)
SRINIVAS/ USHA CHARITABLE TRUST 1167851
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 06/04/2020 05/04/2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations received 34,520 - - 34,520 20,000
Gift aid received 5,014 - - 5,014 26,000
Interest received - - - - 96
Funds transfer from charity a/c no. 6047 - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
39,534 - - 39,534 46,096
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 39,534 - - 39,534 46,096
A3 Payments
Donations made 39,475 - - 39,475 30,600
Accountancy fees - - - - 1,440
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 39,475 ] - - 39,475 32,040
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 39,475 - - 39,475 32,040
Net of receipts/(payments) 59 - - 59 14,056
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 59 - - 59 14,056
**----- End of picture text -----**
CCXX R1 accounts (SS)
13/01/2022
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Cash funds held re a/c no. 67352383
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
DORAISWAMY SRINIVAS|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
14/01/2022|
CCXX R2 accounts (SS)
13/01/2022
2
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Exarniner's Report
Report to the trustèesl
members of
SRINIVASI USHA CHARITABLE TRUST
On accounts for the year
ended
5 APRIL 2021
Charity no
(If any)
1167851
Set out on pages
CC16a (pages 1-2), TAR (pages 1-9)
I report to the trustees on my examination of the accounts of the above
charity nhe Trusf) for the year ended 05 10412021.
Responsibilities and
basls of report
As the charity's trustees. you are responsible for the preparation of the
accounts in accordance with the requir.ements of the Charities Act 2011
('the Acr).
I report in respect of my examination of the Trusys accounts carried out
under section 145 of the 2011 Act and in carrying out my examination. I
have followed 811 the applicable Directions given by the Charity Commission
under section 14515)(b) of the Act.
Independent I have completed my examination.
examinerfs statement
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in this report in
order to enable a proper understanding of the accounts to be reached.
' Please delete the words in the brackets rfthey do not apply.
Signed:
Date:
1 February 2022
Name:
Rameshchandra Manilal Shah
Relevant professional
qualification{s) or body
{if any}:
FCA CTA(Fellow)
Address:
173 Cleveland Street
London
W1T6QR
IER
Oct 2018
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
(see CC32, Independent examination of charity accounts.. directions and
guidan for examiners).
Give here brief details of
any items that the
examiner wlshes to
disclose.
IER
Oct 2018