**From 6 April 2024 Period start date To 5 April 2025 Period end date Charity name: SRINIVAS/ USHA CHARITABLE TRUST** ## **Charity registration number: 1167851** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes of Para 1.17 The Trustees shall hold the capital and
the charity as set out in its income of the Trust fund upon trust to apply
governing document 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 Para 1.17 and During the year the organisation
1.19
activities in relation to those endeavoured to provide funds for such
purposes for the public charitable causes that would further the
benefit, in particular, the objects of the purposes for which the charity
activities, projects or was set up.
services identified in the
accounts. Grants were made directly to support
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 Para 1.18 We confirm the trustees have had regard to
whether the trustees have
had regard to the guidance public benefit.
issued by the Charity
Commission on public
benefit
**----- End of picture text -----**
## **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|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|During the year, the Foundation made total
donations of £113,096 (2024: £148,805).
Some of the bigger donations made during
the year are described below: -
Funds were donated to Friends of Baale
Mane Gopalapura which 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.
During the year, funds were also donated to
Great Ormond Street Hospital Children
s
Charity which is a UK registered charity
which undertakes fundraising activities in
order to invest in development, research
and
innovation,
welfare
and
clinical
development projects, medical equipment
and capital infrastructure, all of which will
enhance Great Ormond Street Hospital's
ability to transform the health and well-being
of children and young people.
Funds were also donated to a charity known
as Medecins Sans Frontieres (UK) which is
a UK registered charity to relieve and
promote the relief of sickness and to provide| medical aid to the injured and to protect and preserve good health by the provision of medical supplies, personnel and procedures calculated to overcome disease, injury or malnutrition in any part of the world in accordance with the principles espoused by the International Council of Medecins Sans Frontieres in October 1990. The foundation has also donated funds to the British Heart Foundation in order to help those affected by heart and circulatory diseases. During the year to 5 April 2025, the Shrinivas/ Usha Charitable Trust had also donated funds to various other charities for charitable purposes. **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**||| |---|---|---| |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|£32,104| |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: |**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:| |---|---|---| |||| |sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |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: Policies and procedures adopted for the induction Para 1.51 and training of trustees 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** **----- Start of picture text -----**
Charity name SHRINIVAS/ USHA CHARITABLE TRUST
Other name the charity uses N/A
Registered charity number 1167851
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
3
4
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 Details of arrangements for N/A safe custody and segregation of such assets 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** ## **Signed** **Signature(s) Full name(s)** DORAISWAMY SRINIVAS **Position (eg Secretary,** CHAIR **Chair, etc) Date** 1 JULY 2026 **----- 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 06/04/2024 05/04/2025
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 UK (Gift-Aid) - - - - 59,061
Donations received US 93,539 - - 93,539 85,914
Gift aid received 12,224 - - 12,224 18,892
Interest received 333 - - 333 -
Transfer of funds from NatWest a/c - - - - 19,100
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
106,096 - - 106,096 182,967
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 106,096 - - 106,096 182,967
A3 Payments
Donations made UK 77,785 - - 77,785 66,017
Donations made US 35,312 - - 35,312 82,788
Transfer of funds from Charles Schwab
a/c to NatWest a/c - - - - -
Accountancy fees - - - - 1,260
Transfer of funds from NatWest a/c - - - - 30,000
Purchase of investments - - - - -
Exchange difference (gain)/loss 1,158 - - 1,158 - 425
Bank charges - - - - 12
- - - - -
Sub total [ 114,254 ] - - 114,254 179,652
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 114,254 - - 114,254 179,652
Net of receipts/(payments) - 8,158 - - - 8,158 3,316
A5 Transfers between funds - - - - -
A6 Cash funds last year end 40,262 - - 40,262 13,820
Cash funds this year end 32,104 - - 32,104 17,136
**----- End of picture text -----**
CCXX R1 accounts (SS) 08/07/2026 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
Cash funds held re Charles Schwab
Cash funds held re a/c no. 67352413
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**27,538**
**-**
**2,998**
**-**
**1,569**
**-**
**32,104**
**-**
OK
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
01/07/2026| CCXX R2 accounts (SS) 08/07/2026 2 ## **Independent examiner's report on the accounts** |**Section A**
**Independent Examiner’s Report**|**Section A**
**Independent Examiner’s Report**| |---|---| |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**
**Responsibilities and**
**basis of report**|Charity Name
**SRINIVAS/ USHA CHARITABLE TRUST**
**5 APRIL 2025**
**Charity no**
**(if any)**
**1167851**
CC16a (pages 1-2), TAR (pages 1-8)
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended**05 / 04 / 2024**.
As the charity's trustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
(“the Act”).| I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent** I have completed my examination. **examiner's 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 if they do not apply._ **Signed: Date:** 8 July 2026 **Name:** Shammir Shah **Relevant professional** FCA FCCA(Fellow) **qualification(s) or body (if any): Address:** 173 Cleveland Street London W1T 6QR 1 **Oct 2018** **IER** ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . 2 **Oct 2018** **IER**