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2020-08-31-accounts

CHARITY REGISTRATION NUMBER: 1169252

HEART OF LIVING YOGA FOUNDATION Unaudited Financial Statements 31 August 2020

ARNOLD ACCOUNTING & BOOKKEEPING SERVICES LTD

AAT Licensed Accountant 23 Branwell Close Christchurch Dorset England BH23 2NP

HEART OF LIVING YOGA FOUNDATION

Financial Statements

Year ended 31 August 2020

Page
Trustees' annual report 3
Independent examiner's report to the trustees 9
Statement of financial activities 10
Statement of financial position 11
Notes to the financial statements 12
The following pages do not form part of the financial statements
Notes to the detailed statement of financial activities 16-17

HEART OF LIVING YOGA FOUNDATION

Trustees' Annual Report

Year ended 31 August 2020

Reference and administrative details

Registered charity name HEART OF LIVING YOGA FOUNDATION Charity registration number 1169252 Principal office 40A Naseby Road Bournemouth Dorset BH9 1SR England The trustees Rev P Sumananda A Estermann H Sumananda R Weil C Weil Company secretary C Weil Independent examiner Stephen Arnold F.M.A.A.T AAT Licensed Accountant 23 Branwell Close Christchurch Dorset England BH23 2NP

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HEART OF LIVING YOGA FOUNDATION

Trustees' Annual Report (continued)

Year ended 31 August 2020

The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 August 2020. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015).

OBJECTIVES AND ACTIVITIES

The main objective of the foundation is to advance the education of the public in the subject of Yoga. To promote education (including social and physical training) in Sri Lanka, India, Brazil and the UK. The prevention or relief of poverty in Sri Lanka, India, Brazil and the UK by providing or assisting in the provision of

Education, training, healthcare projects and all the necessary support designed to enable individuals to generate a sustainable income and be self-sufficient according to yogic principles.

The promotion of religious harmony for the benefit of the public by promoting knowledge and mutual understanding and respect of the beliefs and practices of different religious faiths.

To promote human rights (as set out in the Universal Declaration of Human Rights and subsequent United Nations conventions and declarations) throughout the world by relieving need among the victims of Human Rights abuse.

The main activities of the foundation are the awarding of scholarships, maintenance allowances or grants tenable at any university, college or institution of higher or further education. Providing education (including the study of yoga, handicrafts or other arts), to undertake travel in furtherance of that education or to prepare for entry to any occupation, trade or profession on leaving any educational establishment.

To assist (in such ways as the charity trustees think fit) any charity in Sri Lanka, India, Brazil and the UK whose aims include advancing education by developing mental, physical and moral capabilities through yoga and adjunctive leisure time activities.

Public Benefit

The trustees are mindful of the requirements for meeting the public benefit test.

For the public benefit in particular but not exclusively by teaching yoga, by training new teachers, and by providing further teacher training.

For the public benefit in particular but not exclusively by making grants to assist any charity in Sri Lanka, India, Brazil and the UK whose aims include advancing education by developing mental, physical and moral capabilities through yoga and adjunctive leisure time activities.

For the public benefit in particular but not exclusively by working to prevent and relieve poverty in Sri Lanka, India, Brazil and the UK by making grants to other charitable bodies that (a) work for the relief of poverty through providing education (b) work toward the relief of trauma & special needs by therapeutic interventions including yoga (c) by providing community facilities for racial & religious harmony, if it is felt this satisfies such criteria.

Policy on Grantmaking

Our criteria are that:

1/ Grants may be awarded at the discretion of the trustees for scholarships and/or maintenance allowances or grants tenable at any university, college or institution of higher or further education. 2/ Grants may be awarded at the discretion of the trustees to any charity in Sri Lanka, India, Brazil and the UK whose aims include advancing education by developing mental, physical and moral capabilities through yoga and adjunctive leisure time activities.

3/ Grants may be awarded at the discretion of the trustees to provide education (including the study of yoga, handicrafts or other arts), to undertake travel in furtherance of that education or to prepare for entry to any occupation, trade or profession on leaving any educational establishment.

4/ Any Grants awarded may include provision for necessary emergency relief of any type to the beneficiaries and their families and others with whom they are associated and who assist with their education through one of Heart of Living Yoga Foundations projects.

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Contribution made by Volunteers

Volunteers assist with fundraising activities including the donation of meditation/music CDs and downloads (via the charity’s website) and organising events.

Volunteers co-ordinate the running and administration of the HOLY website including the production and distribution of e-newsletters and information.

Volunteers give education in yoga and other projects to children and adults in the UK, Sri Lanka, India and Brazil.

The Trustees may ask for volunteer help for specific tasks and may offer to pay accommodation and transport expenses.

ACHIEVEMENT AND PERFORMANCE

During 2020 the effects of the global pandemic Covid-19 took hold and impacted on all of Heart of Living Yoga Charity’s work in the U.K., Sri Lanka, Brazil and India. The Charity has adapted and responded to these challenges.

The Sunshine School in Sri Lanka

The Sunshine School is supporting 40 children. 5 children from the Sunshine School have been awarded government scholarships. The scholarship means the children will attend the top school in the district free of charge, receive free uniforms and the parents will receive 2,000 rupees per month for books and learning materials. The new programme begins on 15th January 2020.

Elders Wisdom club and families in need in Sri Lanka

The Elders Breakfast Club is supporting 35 elders and monthly food supplies have being given to about 30 very needy families.

In July 2019 in our village near Killinochchi in the north of Sri Lanka , 95 people were given Annadhanam (wholesome cooked lunch) and 41 Families were given monthly dry rations. In March 2020 Our team in Sri Lanka, in response to the covid lockdown, curfew and food shortages, ordered a 3 month supply of food for the 60 families in our village near Kilinochchi. They are also supplying cooked food for about 150 people in a remote village nearby.

At Padmalokah, our land in the village, we now have a new well that is giving clean water and plans are going ahead for the community building. On our beautiful land an eternal flame is tended every day with prayers and a puja is offered there on each full moon day.

Supporting the TEA Project in Sri Lanka

Jan 2020 Heart of Living Yoga Foundation supported the T.E.A. Project who improve the education of the children of the tea pickers north of Kandy. They have funding but need more people to help deliver the educational and empowerment programmes. This community has also been badly affected by the pandemic.

Children & Adults with Special Needs in Sri Lanka Trauma Healing in North Sri Lanka

Together with A.Y.M. (Astanka Yoga Mandir) and H.S.E.F. (Holistic Special Educational Foundation) we delivered the very first all Sri Lankan therapeutic yoga training workshop for the medical health staff at the hospital at Mualithivu, along with parents and carers of children with special needs. The session was conducted by Mr Ratnajothy, Ms Premy, Ms Satya and Shri Kaliyuga gave the Inauguration speech.

For the past 5 Years Heart of Living Yoga and Holistic Special Education Foundation and Special Yoga U.K. have been working together to deliver training courses to health care professionals such as doctors, nurses and midwives, to teachers and to parents and carers of children with special needs. We owe a huge debt of gratitude to Julie Cox and Jyoti Manuel who gave so much time, dedication and love to the children and to the trainings. Our aim from the beginning was to eventually train Sri Lankan people to deliver the training direct.

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Education in India

Heart Of Living Yoga India is supporting the community of Itharna, a village in the Himalayas, with its organic farming projects, its school, its young people and we are in the process of establishing a programme of workshops on sustainable living offered by the village people, staying with them in their homes and learning how to live a life close to nature that is based on spirituality. The Buddha Fellowship is in partnership with us and is sending two graduate interns to live there for 2 months and make a proposal to take these plans forwards.

We continue to support the After-School Club in Rishikesh which is being run by Swami Ishwaranand. We have been able to give a scholarship to one young girl to go to a very good school which should ensure a good future for her. In the new term we will be providing a local qualified English teacher to enable the children to receive regular English lessons. We have also been able to organise English lessons for the local flower children under the wings of a local ashram. This will help them to get better jobs, notably in the tourism sector. In February 2020 we received an update from the after-school project, that the children took part in a special ceremony day for Basant Panchami, the festival of the Goddess Saraswati, goddess of wisdom and learning. The children offered prayers that all obstacles in our lives should be removed and Mother should always give wisdom to all and a bright future for everyone. We have also provided them with warm jumpers and woolly hats for the cold winter months.

Pine Ridge Reservation

Pine Ridge Reservation in South Dakota, USA, is home to the Oglala Lakota nation. There is deep poverty there and the reservation was struck by a number of natural disasters including flooding last winter followed by blizzards and then a severe cyclone. In the spring of 2020, following the floods, Heart Of Living Yoga Foundation sent new beds and mattresses for 6 residents. In the autumn there was an appeal for warm clothes and heaters for the elders of the community, many of whom live in poorly insulated houses, often shared with many other people. Pine Ridge was visited by Greta Thunberg last year and was involved in the nearby Standing Rock protest camp. It is a site of supreme spiritual and cultural wisdom and we are very happy to help however we can.

Yoga Teacher Training

Heart of Living Yoga Teacher Training courses and events continue to take place and have successfully made the transition to online presentations using Zoom facility and Internet usage while lockdowns are in place.

Brazil

We are currently supporting three projects to help children with the help of Ivan Deniz who is based in Brazil.

  1. A children's home near Alto Paraiso that is run by the Paulo de Tarsus group looks after many children and babies whose families are in crisis and unable to look after them temporarily and perhaps permanently. Our local volunteers led by Ivan is staying in close contact with Dona Romilda, the manager, and her team to give them all the support we can and to help them become sustainable as they move into what looks like a challenging future in Brazil.

  2. Jennifer's Library – Jennifer continues to gather books for the benefit of the local children and villagers and we hope to assist in the building of a small structure, once plans are approved, that will protect the books from weather damage.

  3. Tribal School project is further north in the Manaus area of the Amazon rainforest. Many tribes have come together to live on the edge of the forest, from which they are being squeezed. One amazing woman, Claudia Barre, has brought all the different tribes together who all speak a different language and she has created a School for the tribal children. Given the challenges of the covid pandemic we anticipate helping them with food supplies and are working on a way to get the help directly to those that need it.

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Happy Schools Project in the UK

The Happy Schools project to deliver yoga teaching into 5 primary and 2 secondary schools over a 6 month period, initially funded by a successful Lottery award of £9,900, continues to take place. Yoga has been taught to mainstream schoolchildren, children with special needs and school teachers in school time and as staff training. Some staff training sessions were postponed because of the pandemic but the Lottery have said there is no deadline to spend the money. It may be possible to offer online 1:1 sessions during lock downs. It was clear that monies had to be spent before we could apply for new funding to continue this very successful and worthwhile project.

The Food & Art Family Fun Day in West Howe in Bournemouth was a great success, with about 70 people coming to enjoy a beautiful community event together. Stuart and Satya, our two artists, designed and produced a remarkable mosaic mural project for the kids to paint which was then assembled into its full glory in the entrance hall of the community centre.

Achievements against objectives

Projects in Sri Lanka, India, Brazil and U.K. are supported and delivered by local people and are established, in progress and adapt to local needs and global events. Heart of Living Yoga Foundation's work is developing widely and we foresee more projects beginning and continuing in all areas. Teacher training courses and events continue online adhering to the guidance given in relation to the Covid-19 global pandemic.

FINANCIAL REVIEW

Reserves policy

In line with Charity Commission advice Heart of Living Yoga Foundation has a reserves policy to ensure viability beyond the immediate future and to provide service over the longer term. Unspent money is allocated to 2 different types of fund in the accounts- restricted and unrestricted. At the year end the unrestricted reserves totalled £43,962 (2019: £37,320).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a CIO Foundation Constitution, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Recruitment and appointment of new trustees

Trustees volunteer and are approved at an AGM by existing Trustees.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Organisational structure

The founder and first trustee Rev. Padma Devi Sumananda is Chairperson. There are a further four Trustees. Heart of Living Yoga Foundation is supported by many volunteers, teachers and friends. Rev. Padma Devi Sumananda has been working in Sri Lanka for the past 12 years, working closely with local N.G.O's and government agencies.

Stephen Arnold of Arnold Accounting & Bookkeeping Services Ltd , 23 Branwell Close, Christchurch, Dorset, England BH23 2NP prepare the Financial Reports.

Related parties

A Memorandum of Understanding exists between the Institute of Human Excellence, Ridgeway Place, Colombo 4, Sri Lanka and Heart of Living Yoga Foundation.

Also with the Heart of Living Yoga (India) Foundation based in Rishikesh, a not-for-profit company with Indian Directors.

Other charitable bodies with similar aims as Heart of Living Yoga Foundation may be selected at the sole discretion of the trustees by using the criteria in our governing document.

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REFERENCE AND ADMINISTRATIVE D￿AlLs Registered Company number CE007875 (England and Wales} Registered Chartty number 1169252 Registered office 40A Naseby Road BOURNEMOUTH Dorset BH9 1SR Trustee5 A EsteM￿nn Rev P Sumananda H Sumananda R Weil C Weil Company S￿retary C Weil Independent examiner Stephen Arnold F.M.A.A.T MT Lrcensed Accountant 23 Branwell Close Christchurch Dorset BH23 2NP Approved by order of the board of trustees on.25 April 2021 and stgned on its behalf ty. Rev P sUManand￿Cha1rperson

HEART OF LIVING YOGA FOUNDATION Independent Examinevs Report to the Trustees of HEART OF LIVING YOGA FOUNDATION Year ended 31 August 2020 I fep(xt to the trustees on my ex￿InatIon OF the financial statements of HEART OF LIVING YOGA FOUNDATION I'the for Ihe yw entsj 31 August 2020. Resp(￿31b11itI0S and basis of report Independent exam￿e¢S rewi to the trustees of Heart of Living Yoga Foundalionl'the Company) I report to the tharity trustees on my examinatK)n of the acccxmts of Ihe Company for the year ended 31 August 2020. As the charity's Iwsloes of the company land also its directors for the purposes of company lawl you are responsible for the ￿eparatIOn of the accounts in accordance with the requirements of the Companies Act 21x6 HavirKJ satisfl myself that the accounts of the company are Th)t required lo be audited uTrJer Part 16 of the 20C6 Act and are eligible for indepgfKlent examInK￿, I reFKrt in respect of my examination of your chwily's accounts as carried under section 145 of the Charities Act 2011 I'lhe 2011 Acl'l. In arrying out my examination I have follow9d the Directions given by the Ch¥ty Commission under section 145t5) Ibl of the 2011 Act. Indep8ndgnt examlnorfs sternent I have compteled my examinalicn. l ecfifirm that no matters have cs)me lo my attention in connection with the examination giving me cause to believe." 1. accounting records were not kept in respect of the Company as requirecs by section 386 of the 2C￿ Act". or 2. the accounts do not accord with those records,. or 3. the accounts do ncl comply with the accounlirKJ rLwuirwnenls of section 3 of the 20C Act other than any requirement that the accounts give a 'true ond fair view whith is not a matter considered as part of ￿ indeFendent examination.. or 4. the accounts have not been prepar&J in accordan￿ with the methods and Wncip￿S of Ihe Statement of Recommended Practice f accounting and reporting by chanties applic&￿ lo charities preparir¥J I￿1r aco)unts in &cordanc with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 102). I have no concems and have cc¥ne attoss no other matters in connection with the examinat￿sn io which attention should be drawn in thts rewrt in (Kder to en*le a KYc4)er undwslanding of the a¢￿￿JniS lo be reached Signe Dale 25 April 2¢Y21 Stephen Arnold F.M.A.A.T IIAT Licensed Accountant Independent Examiner 23 Branwell Close Christchurch Dorsel England BH23 2NP

HEART OF LIVING YOGA FOUNDATION

Statement of Financial Activities

Year ended 31 August 2020

Statement of Financial Activities
Year ended 31 August 2020
2020 2019
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
INCOME FROM
Donations and charitable activities 51,276 51,276 73,622
──────── ──── ──────── ────────
Total income 51,276 51,276 73,622
════════ ════ ════════ ════════
Expenditure
EXPENDITURE ON Charitable activities
Yoga activities 44,634 2,360 46,994 67,154
──────── ─────── ──────── ────────
Total expenditure 44,634 2,360 46,994 67,154
════════ ═══════ ════════ ════════
──────── ─────── ──────── ────────
Net income and net movement in funds 6,642 (2,360) 4,282 6,468
════════ ═══════ ════════ ════════
Reconciliation of funds
Total funds brought forward 37,320 3,520 40,840 34,372
──────── ─────── ──────── ────────
Total funds carried forward 43,962 1,160 45,122 40,840
════════ ═══════ ════════ ════════

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 12 to 15 form part of these financial statements.

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HEART OF UVING YOGA FOUNDATION Statement of Financial P03ition 31 August 2020 20 2019 751 43.945 45,822 751 40.017 Cash at bank in harKI 41,340 CrgdkoTS: amounts Pdltsng due wlthin on¢ y N•t curT•nt assets 45,122 45,122 40.840 45.122 Funds of the clwity Restricled fiJnds 1,160 3,520 37,320 Tctsl Char￿Y funds 45.122 40.840 Aprd 2021. a)d are swjned ￿ bew of Ihe tDard iy. Rev P Sumananda A Esterffw . J6Js/6>16ZL 11

HEART OF LIVING YOGA FOUNDATION

Notes to the Financial Statements

Year ended 31 August 2020

1. Income and endowments from

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 40A NASEBY ROAD, BOURNEMOUTH, DORSET, BH9 1SR, ENGLAND.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

The entity satisfies the criteria of being a qualifying entity as defined in FRS 102.As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

(a) No cash flow statement has been presented for the company.(b) Disclosures in respect of financial instruments have not been presented.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

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HEART OF LIVING YOGA FOUNDATION

Notes to the Financial Statements (continued)

Year ended 31 August 2020

3. Accounting policies (continued)

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Stocks

Stocks are measured at the lower of cost and estimated selling price less costs to complete and sell. Cost includes all costs of purchase, costs of conversion and other costs incurred in bringing the stock to its present location and condition.

4. Analysis of grants

Analysis of grants
2020 2019
£ £
Grants to institutions
Grants to institutions type 1 16,951 12,528
──────── ────────
Total grants 16,951 12,528
════════ ════════

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HEART OF LIVING YOGA FOUNDATION

Notes to the Financial Statements (continued)

Year ended 31 August 2020

5. Independent examination fees
2020 2019
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 500 500
════ ════
6. Stocks
2020 2019
£ £
Finished goods and goods for resale 926 572
════ ════
7. Debtors
2020 2019
£ £
Other debtors 751 751
════ ════
8. Creditors: amounts falling due within one year
2020 2019
£ £
Accruals and deferred income 500 500
════ ════
9. Analysis of charitable funds
Unrestricted funds
Unrestricted funds
At At
1 September 31 August 20
2019 Income Expenditure 20
£ £ £ £
General funds 37,320 51,276 (44,634) 43,962
════════ ════════ ════════ ════════
At At
1 September 31 August 20
2018 Income Expenditure 19
£ £ £ £
General funds 34,372 63,722 (60,774) 37,320
════════ ════════ ════════ ════════

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HEART OF LIVING YOGA FOUNDATION

Notes to the Financial Statements (continued)

Year ended 31 August 2020

9. Analysis of charitable funds (continued)

Restricted funds

Restricted funds
At At
1 September 31 August 20
2019 Income Expenditure 20
£ £ £ £
Big Lottery - Happy Schools Project 3,520 (2,360) 1,160
═══════ ════ ═══════ ═══════
At At
1 September 31 August 20
2018 Income Expenditure 19
£ £ £ £
Big Lottery - Happy Schools Project 9,900 (6,380) 3,520
════ ═══════ ═══════ ═══════
Analysis of net assets between funds
Unrestricted Restricted Total Funds
Funds Funds 2020
£ £ £
Current assets 44,462 1,160 45,622
Creditors less than 1 year (500) (500)
──────── ─────── ────────
Net assets 43,962 1,160 45,122
════════ ═══════ ════════
Unrestricted Restricted Total Funds
Funds Funds 2019
£ £ £
Current assets 37,820 3,520 41,340
Creditors less than 1 year (500) (500)
──────── ─────── ────────
Net assets 37,320 3,520 40,840
════════ ═══════ ════════

10. Analysis of net assets between funds

11. Related parties

10. Related party disclosures

During the year the charity paid grants totalling £10,387 to the Institute of Human Excellence in Sri Lanka; £ 2,000 to the Association Paulo De Tarso in Brazil; £2,000 Covid 19 Help Brazil; £1,250 to the T.E.A. Project Sri-Lanka;£657 Heart of Living Yoga india;£236 Dakota Elders U.S.A; £221 Yoga Dharnendra Gurukulum Charitable Society India; £200 E Gadia.

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HEART OF LIVING YOGA FOUNDATION

Management Information

Year ended 31 August 2020

The following pages do not form part of the financial statements.

The following pages do not form part of the financial statements.

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HEART OF LIVING YOGA FOUNDATION

Detailed Statement of Financial Activities

Year ended 31 August 2020

HEART OF LIVING YOGA FOUNDATION
Detailed Statement of Financial Activities
Year ended 31 August 2020
2020 2019
£ £
INCOME FROM
Donations and charitable activities
Donations 14,657 17,514
Grants - Happy Schools 9,900
Event contributions received 36,619 45,821
Rent contributions received 387
──────── ────────
51,276 73,622
──────── ────────
EXPENDITURE ON Charitable activities Yoga activities
Activity type 1
Activities undertaken directly
Events 5,868 24,588
Rent 6,195
Print, Postage & stationery 89 299
CD Production 906 1,827
Yoga Teacher Training 19,450 12,200
Computer & IT 577 444
Agent fees 69
Travel expenses 61 1,902
Grants to Institutions 16,951 12,528
Accountancy fees 500 500
Bank charges 232 225
──────── ────────
44,634 60,777
──────── ────────
Grant funding activities
Happy Schools - Yoga Teaching 2,360 6,377
─────── ───────
──────── ────────
EXPENDITURE ON Charitable activities Yoga activities 46,994 67,154
════════ ════════
──────── ────────
Net income 4,282 6,468
════════ ════════

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