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2024-08-31-accounts

Charity registration number: 1171708

Arsha Kula Foundation

Annual Report and Financial Statements for the Year Ended 31 August 2024

UHY Ross Brooke Chartered Accountants 31A Charnham Street Hungerford Berkshire RG17 0EJ

Arsha Kula Foundation

Contents

Reference and Administrative Details 1
Trustees' Report 2 to 3
Statement of Trustees' Responsibilities 4
Accountants' Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 11

Arsha Kula Foundation

Reference and Administrative Details

Trustees Dr A Banerjee R Banerjee S Banerjee C R Riveiros-Mascord W M Luscombe Principal Office 5 Church Close Thatcham Berkshire RG19 3PP Charity Registration Number 1171708 Accountant UHY Ross Brooke Chartered Accountants 31A Charnham Street Hungerford Berkshire RG17 0EJ

Page 1

Arsha Kula Foundation

Trustees' Report

The trustees present the annual report together with the financial statements of the Charity for the year ended 31 August 2024.

Objectives and activities

Objects and aims

The objectives of the CIO are:

To advance the education of the public in general on the ancient knowledge of India (including the 8 limbs of Yoga, Ayurveda, Jyotisha, Vaastu, Veda, Vedanta, etc.);

To counter the dilution of the yogic traditions and other ancient disciplines taking place due to the growing commercialisation and branding of ancient practices;

To revive traditional yogic knowledge in danger of being forgotten;

To improve mental, physical and spiritual health, healing and development for participants through ancient knowledge and practices;

To provide (in the longer-term) a dedicated facility to host classes and workshops promoting the charity’s objective, enhancing both public accessibility as well as the quality of education and teaching.

Public benefit

The trustees endeavour to create opportunities for a wider section of the public to have access to high quality teachers gathered from around the World, covering the totality of the ancient knowledge of India. They aim to increase recognition and awareness of the benefits of the ancient knowledge of India and support for further research into these benefits as well as dissemination of the results to the public.

The trustees confirm that they have complied with the requirements of section 4 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Achievements and performance

The foundation successfully ran the World Yõga festival again at the venue of Henley-on-Thames with a record number of teachers and a record number of attendees. Online classes in Yoga, Advaita Vēdantā and Bhagavad Gita also proved popular with audiences as far apart as USA, Europe and Turkey. Participants can make a voluntary donation when attending online yoga classes.

Financial review

Donations received during the year totalled £21,210. The charity has expenses during the year totalling £25,796, these were £13,760 of donations to Arsha Kula Limited as support costs for the 2024 World Yoga Festival. The charity also paid £2.700 in advertising, £493 of website design and £8,843 of grants.

During the year the charity made a grant of £8,843 to Lucy Crisfield towards the costs of the publication of her book on Sanskrit.

Policy on reserves

The charity hopes to increase reserves in the next accounting period.

Page 2

Arsha Kula Foundation

Trustees' Report

Plans for future periods

Aims and key objectives for future periods

The charity continues to grow its support base with greater attendance at the World Yoga Festival in 2024 and also online classes given by a variety of teachers. Given this level of growth in support, the charity is confident of providing even more services in the future to support a growing need for wellness throughout the community. Plans are in place to run an authentic Ayurveda (ancient form of India healing) Retreat in India in 2025.

Structure, governance and management

Nature of governing document

Arsha Kula Foundation is a charitable incorporated organisation and was officially registered by the Charities Commission for England and Wales on 20 February 2017. The governing document is the Constitution dated 20 February 2017.

Recruitment and appointment of trustees

The charity trustees are as follows, and are appointed for the following terms –

Ramanuj Banerjee................................................................. for life Sonali Banerjee......................................................................for life Avishek Banerjee...................................................................for 4 years William Luscombe..................................................................for 4 years Cristina Riveiros-Mascord.......................................................for 4 years

Appointment of charity trustees:

1 - Apart from the first charity trustees, every trustee must be appointed by a resolution passed at a properly convened meeting of the charity trustees.

2 - In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

The annual report was approved by the trustees of the Charity on .................... and signed on its behalf by:

......................................... R Banerjee Trustee

Page 3

Arsha Kula Foundation

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements,the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the constitution. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the trustees of the Charity on .................... and signed on its behalf by:

......................................... R Banerjee Trustee

Page 4

Arsha Kula Foundation

Accountants' Report to the Members of Arsha Kula Foundation

In accordance with the engagement letter we have prepared for your approval the financial information of Arsha Kula Foundation CIO for the year ended 31 July 2024 which comprises the Statement of Financial activities, the Balance Sheet and the related notes from the charity's accounting records and from information and explanations you have given us.

As a practising member firm of the Institute of Chartered Accountants in England and Wales (ICAEW), we are subject to its ethical and other professional requirements which are detailed at icaew.com/membershandbook. This report is made solely to you, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the financial information of Arsha Kula Foundation CIO and state those matters that we have agreed to state to you in this report in accordance with ICAEW Technical release TECH08/16AAF. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the trustees for our work or for this report.

You have approved the financial information for the year ended 31 July 2024 and have acknowledged your responsibility for it, for the appropriateness of the financial reporting framework adopted and for providing all information and explanations necessary for its compilation.

We have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the financial information.

...................................... UHY Ross Brooke For and on behalf of UHY Ross Brooke , Chartered Accountants

31A Charnham Street Hungerford Berkshire RG17 0EJ

Date:.............................

Page 5

Arsha Kula Foundation

Statement of Financial Activities for the Year Ended 31 August 2024

Note
Income and Endowments from:
Donations and legacies
2
Expenditure on:
Charitable activities
3
Total Expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
8
Note
Income and Endowments from:
Donations and legacies
Expenditure on:
Charitable activities
Total Expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
8
Unrestricted
funds
£
21,210
(25,796)
(25,796)
(4,586)
6,779
2,193
Unrestricted
funds
£
46,417
(49,886)
(49,886)
(3,469)
10,248
6,779
Total
31 August
2024
£
21,210
(25,796)
(25,796)
(4,586)
6,779
2,193
Total
31 August
2023
£
46,417
(49,886)
(49,886)
(3,469)
10,248
6,779

All of the Charity's activities derive from continuing operations during the above two periods.

Page 6

Arsha Kula Foundation

(Registration number: 1171708) Balance Sheet as at 31 August 2024

Note
Current assets
Debtors
7
Cash at bank and in hand
Net current assets
Funds of the Charity:
Unrestricted income funds
Unrestricted income funds
Total funds
8
31 August
2024
£
-
2,193
2,193
2,193
(2,193)
(2,193)
31 August
2023
£
4,480
2,299
6,779
6,779
(6,779)
(6,779)

The financial statements on pages 6 to 11 were approved by the trustees, and authorised for issue on .................... and signed on their behalf by:

......................................... R Banerjee Trustee

Page 7

Arsha Kula Foundation

Notes to the Financial Statements for the Year Ended 31 August 2024

1 Accounting policies

Statement of compliance

The financial statements have been prepared in accordance with 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) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

Basis of preparation

Arsha Kula Foundation meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Going concern

The trustees consider that there are no material uncertainties about the Charity's ability to continue as a going concern.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the Charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Donations and legacies

Donations and legacies are recognised on a receivable basis when receipt is probable and the amount can be reliably measured.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category.

Charitable activities

Charitable expenditure comprises those costs incurred by the Charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Grant provisions

Provisions for grants are made when the intention to make a grant has been communicated to the recipient but there is uncertainty about either the timing of the grant or the amount of grant payable.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustee's discretion in furtherance of the objectives of the Charity.

Page 8

Arsha Kula Foundation

Notes to the Financial Statements for the Year Ended 31 August 2024

2 Income from donations and legacies

Unrestricted funds

Donations and legacies;
Donations from individuals
3
Expenditure on charitable activities
Website design and maintenance
Support costs for the World Yoga Festival
Grants payable
General
£
21,210
21,210
Activity
support costs
£
493
16,460
8,843
25,796
Total
31 August
2024
£
21,210
21,210
Total
31 August
2024
£
493
16,460
8,843
25,796
Total
1 August 2022
to 31 August
2023
£
46,417
46,417
Total
1 August 2022
to 31 August
2023
£
1,106
48,780
-
49,886

4 Trustees remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the period.

No trustees have received any reimbursed expenses or any other benefits from the charity during the period.

5 Taxation

The Charity is a registered charity and is therefore exempt from taxation.

Page 9

Arsha Kula Foundation

Notes to the Financial Statements for the Year Ended 31 August 2024

6 Investment in subsidiaries

The charity has a wholly owned trading subsidiary whose principle purpose is to run the World Yoga Festival each year. The trading subsidiary is Arsha Kula Limited, registered company 10665716. For the period ended 31st August 2024 the reported figures for the Arsha Kula Limited were as follows:

Turnover £356,321 Expenditure (£350,763) Profit 5,558

Assets £8,686 Liabilities (£131,280) Funds (£122,594)

7 Debtors

7
Debtors
Other debtors
8
Funds
Unrestricted funds
Unrestricted general funds
Unrestricted general funds
Unrestricted funds
Unrestricted general funds
Balance at 1
September
2023
£
6,779
Balance at 1
August 2022
£
10,248
Incoming
resources
£
21,210
Incoming
resources
£
46,417
31 August
2024
£
-
Resources
expended
£
(25,796)
Resources
expended
£
(49,886)
31 August
2023
£
4,480
Balance at 31
August 2024
£
2,193
Balance at 31
August 2023
£
6,779

Page 10

Arsha Kula Foundation

Notes to the Financial Statements for the Year Ended 31 August 2024

9 Analysis of net assets between funds

Current assets Unrestricted
funds
General funds
£
2,193
Total funds
£
2,193

10 Related party transactions

Arsha Kula Foundation CIO made a donation to Arsha Kula Limited in the year of £13,760 and paid costs of £3,194 (2023 - £48,780) as a contribution towards the costs of the 2024 World Yoga Festival.

Page 11

Virtual Cabinet Portal Digital Signatures

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Signature Dates and Times

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Signature 1

Signed by Ramanuj Banerjee using authentication code S0wkVT5vWTlULj9z at IP address 84.67.192.112, on 2025/05/22 12:24:34 Z.

Ramanuj Banerjee's e-mail address is: ram@arshakulafoundation.org.