## **Trustees' Annual Report for the period**
Period start date Period end date 01 April 2022 31 March 2023
**From To**
## Section A Reference and administration details
**Charity name** Bhakti Marga UK **Other names charity is known by Registered charity number (if any)** 1176788
**Charity's principal address** 11 Lyndon Avenue
Pinner **Postcode HA5 4QF**
## **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 Sonam Shantilal
2 Hitesh Jogia
3 Teresa Hale
Merleesa
4
Govender
5 Shehryar Karbhari
Dr Manish
6
Pankhania
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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**Names and addresses of advisers (Optional information) Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Constitution How the charity is constituted (eg. trust, association, company)
Apart from the first charity trustees, every appointed trustee must be Trustee selection methods appointed for a term of two years by a resolution passed at a properly (eg. appointed by, elected by) convened meeting of the charity trustees. In selecting individuals for appointment as appointed charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.
## **Additional governance issues (Optional information)**
N/A You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
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|**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|To advance the Hindu religion, in accordance with the teachings of
Paramahamsa Sri Swami Vishwananda and Bhakti Marga, in particular
but not exclusively by the provision of prayer meetings, lectures, public
celebration of religious festivals, producing and/or distributing literature to
enlighten others about the Hindu religion.|
|---|---|
||The initiative is to build a community where we promote the path of
Bhakti (The Devotion to God) according the teachings of Paramahamsa
Sri Swami Vishwananda.
Bhakti Marga offers a unique and holistic four-armed approach deeply
rooted in time-honoured spiritual traditions. Each arm offers different
practices to enjoy loving communion with God. Living in elevated state is
not only for yogis or saints anymore. The four-armed approached
includes activities within: Yoga & Meditation, Knowledge, Rituals &
Devotional Arts.
With a focus on spiritual and non-spiritual seekers, the association in the
UK aims to enhance the four-armed approach by:
1. Yoga & Meditation - At Bhakti Marga UK we offer a variety of courses
that impart key spiritual techniques which steady the chatter of the
mind and open the heart.
Promote and deliver fairs, teachings and workshops on ancient
meditation techniques such as Atma Kriya Yoga, Simply Meditation,
OM Chanting and Babaji Surya Namaskar which all promote spiritual,
mental and physical well being
Yoga retreats for seekers to allow people to meditate in areas of
tranquillity and peace with other practitioners
2. Rituals - Promoting Hindu festivals, traditions and activities.
3. Knowledge - It is important for one to be living bhakti. It provides the
roots to understand the path and the inspiration to live, love and grow
over time. Knowledge turns experience into wisdom. Paramahamsa
Vishwananda reveals and shares the deeper truths and mysteries
spoken of in ancient scriptures in His books and discourses
accessible and relatable to everyone in today’s world. These books
and courses are available in the UK.
4. Devotional Arts - Art manifests divine beauty. Be it music, singing,
painting, dancing or acting, with the right attitude. We offer various
courses that enables one to engage in devotional arts.
We stand by the following core values:
Respect – we respect people of all gender, caste or creed
Love – we are inspired and taught by our Living Master,
Paramahamsa Vishwananda to accept what one is in order to love
ourselves and others
Unity – we aim to work and grow spiritually together so that we can
achieve the ultimate
Engage – we continue to develop relationships with communities and
people so that one has a greater understanding of Hinduism|
**Additional details of objectives and activities (Optional information)**
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All contributions made by volunteers are used for the purpose of charitable activities and to fulfil the strategies of the charity.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
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Section D Achievements and performance
**Summary of the main Summary of Charity Achievements for the Year: achievements of the charity during the year 1. Inauguration of the Srinivasa Temple:** One of the pivotal achievements of the year was the successful inauguration of our new temple located in Essex, held in May 2022. The event was graced by the presence of Paramahamsa Vishwananda, signifying a significant milestone in the charity's journey. The opening of the temple provided a spiritual haven for devotees and a center for various activities and events. **2. Emphasizing the Four Arms of our Mission:** Throughout the year, the charity diligently focused on fulfilling the four core objectives outlined in our mission. These objectives were achieved through a series of diverse events and initiatives. In embracing these four arms, the charity not only preserved the spiritual heritage of Hinduism but also provided a comprehensive platform for individuals to explore, experience, and internalise the diverse aspects of their spiritual journey. Through Yoga & Meditation, Devotional Arts, Knowledge dissemination, and Rituals, the charity endeavoured to enrich the lives of its members, fostering a community deeply rooted in spiritual understanding and practice. **3. Spiritual Events and Practices:** The charity organized a variety of spiritual events, including Bhakti Kirtan sessions that immersed attendees in devotional songs and music. Additionally, OM chanting’s resonated within the temple, creating an atmosphere of peace and serenity. Regular mantra meditation sessions were conducted, allowing participants to deepen their spiritual practices **. 4. Educational Initiatives:** The year saw the successful implementation of Bhagavad Gita courses, enlightening individuals with the profound teachings of this ancient scripture. These courses provided valuable insights into life's philosophy and spiritual wisdom, enriching the lives of those who participated. **5. Rituals Course:** A specialised Rituals Course was taught, offering a deep dive into the sacred rituals and ceremonies of our tradition. Participants had the opportunity to learn and engage in the intricate rituals, fostering a deeper understanding of the spiritual heritage we uphold. With the opening of Srinivasa Temple, the base for Bhakti Marga UK, we now offer Rituals on a daily basis. **7. Introduction of The Hari Bhakta Vidyalaya School:** In a significant step toward holistic community development, the charity proudly introduced The Hari Bhakta Vidyalaya School. This educational initiative stands as a testament to our commitment to nurturing the minds and hearts of the future generation. The school is dedicated to providing a comprehensive education rooted in the teachings of Paramahamsa Vishwananda and the spiritual culture of Hinduism. **8. Spiritual Education for Children:** At The Hari Bhakta Vidyalaya School, children are not only imparted conventional education but are also introduced to the profound teachings of Paramahamsa Vishwananda. The curriculum incorporates the spiritual essence of Hinduism, instilling in young minds the values of compassion, mindfulness, and reverence for all life. Through engaging sessions and interactive learning, the school creates a nurturing environment where
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Section D Achievements and performance
spirituality and academics harmoniously coexist.
**6. Community Engagement and Growth:**
The charity's outreach efforts led to an expansion of our spiritual community. Through these events and educational programs, we were able to connect with a wider audience, sharing the teachings and values that guide our organisation.
In conclusion, the year was marked by significant milestones, including the establishment of the Essex Temple and a diverse range of events that enriched the spiritual lives of our community members. The charity's commitment to its core objectives, coupled with the guidance of Paramahamsa Vishwananda, has paved the way for a year of spiritual growth, community engagement, and profound learning.
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## **Section E Financial review**
It is the policy of the charity to maintain unrestricted funds which are free **Brief statement of the** reserves of the charity at a level which is required to meet its objectives **charity’s policy on reserves** of approximately six months unrestricted expenditure. This provides sufficient funds to cover management and administrative costs for the charity. The Board reviews this periodically.
**Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Sonam Shantilal **Position (eg Secretary, Chair,** Trustee **etc) Date** 30/10/2023
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Bhakti Marga UK 1176788
Receipts and payments accounts CC16a
For the period 01/04/2022 31/03/2023
To
from
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 - Tithes & Offerings 38,013 - - 38,013 58,516
Donations - Events 3,970 - - 3,970 4,307
Donations - Courses & Activities 1,056 1,056 859
Donations - Others 248 248 478
Course fees 19,010 - - 19,010 7,865
Shop sales 3,915 - - 3,915 621
Gift Aid 10,427 - - 10,427 1,483
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 76,638 ] - - 76,638 74,131
A2 Asset and investment sales,
(see table).
Loans received from external
- - - - 10,000
funder
- - - - -
- - - - -
Sub total - - - - 10,000
Total receipts 76,638 - - 76,638 84,131
A3 Payments
Venue Hire 1,006 - - 1,006 - 421
Event costs 29,746 - - 29,746 24,800
Marketing 2,442 - - 2,442 2,315
Shop purchases 204 - - 204 3,904
Travel & Accommodation 2,766 - - 2,766 940
Food & Meals 6,572 - - 6,572 613
Charitable contributions 24,014 - - 24,014 32,565
Website maintenance 63 - - 63 101
Printing, Postage & Stationery 910 - - 910 39
Audit fees 300 - - 300 200
Storage costs 662 - - 662 861
Transaction fees 791 - - 791 481
Other costs 25 25 9
Dues and Subscriptions 466 - - 466 401
Telephone costs 45 - - 45 -
Course Manuals 466 - - 466 192
Legal & professional costs - - - - 1,044
Insurance costs 174 - - 174
Security costs 75 - - 75
- - - - -
- - - - -
Sub total 70,728 - - 70,728 68,043
A4 Asset and investment
purchases, (see table)
Equipment 4,615 - - 4,615 13,245
Loans repaid to an external funder 10,000 - - 10,000
- - - -
Sub total 14,615 - - 14,615 13,245
Total payments 85,343 - - 85,343 81,289
**----- End of picture text -----**
|**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**- 8,706**
**-**
**48,667**|**-**
**-**
**-**|
**-**
**-**
**-**|**- 8,706**|**2,842**|
|---|---|---|---|---|---|
|||||**-**
**48,667**|**-**
**45,825**|
||**39,961**|**-**|
**-**|**39,961**|**48,667**|
## **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**
Equipment
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Cash at bank
Petty Cash
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**39,211**
**-**
**750**
**-**
**-**
**-**
**39,961**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted
**17,861**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
SONAM SHANTILAL|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
30/10/2023|
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Bhakti Marga UK **members of On accounts for the year** 31 March 2023 **ended Set out on pages** 1-2
**Charity no** 1176788 **(if any)**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023.
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
**Date:** 30/10/2023 **Signed: Name:** Chaweevan Williams FCCA **Relevant professional** Chartered Certified Accountant **qualification(s) or body: Address:** Verdant Accountants Limited 167 Clarence Avenue, New Malden, Surrey KT3 3TX