## **Trustees' Annual Report for the period**
Period start date Period end date 01 June 2021 31 May 2022
**From To**
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1183278
Sai Grace Trust CIO
**Charity's principal address** 19 GREENSIDE DARSHAM, SAXMUNDHAM **Postcode** IP17 3FB
## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Rev LEONORA Chair
1
VAWN VAN GILS
2 Geoffrey Steinberg Trustee 12 December 2019
Ann Jacqueline Trustee 12 December 2019
3
Steinberg
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
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Name Dates acted if not for whole year
Rev LEONORA VAWN VAN GILS
Geoffrey Steinberg 12 December 2019
Ann Jacqueline Steinberg 12 December 2019
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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**
Governed by a Constitution Type of governing document (eg. trust deed, constitution)
Constituted as a Charitable Incorporated Organisation (CIO) How the charity is constituted (eg. trust, association, company) Appointment by existing Board of Trustees Trustee selection methods (eg. appointed by, elected by)
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## **Additional governance issues (Optional information)**
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**
The advancement of spiritual, emotional and psychological health and well-being in particular, but not exclusively, by:-
(a) The provision of counselling, guidance and advice to those in need thereof;
**Summary of the objects of the charity set out in its governing document**
- (b) Advancing education and understanding of the practice and philosophy of yoga and meditation;
- (c) The practice of non-denominational spiritual and pastoral services; particularly, but not exclusively, in accordance with the teachings of Sri Sathya Sai Baba, and to promote awareness of those teachings to the public.
- To further such charitable purposes as the charity trustees see fit from time to time, in particular but not exclusively through the provision of grants in India towards relief in need and the provision of education
||**Objectives and activities**|
|---|---|
||The advancement of spiritual, emotional and psychological health and
well-being in particular,
but not exclusively, by:-
(a)
The provision of counselling, guidance and advice to those in
need thereof;
(b)
Advancing education and understanding of the practice and
philosophy of yoga and meditation;
(c)
The practice of non-denominational spiritual and pastoral
services; particularly, but not exclusively, in accordance with the
teachings of Sri Sathya Sai Baba, and to promote awareness of those
teachings to the public.
To further such charitable purposes as the charity trustees see fit from
time to time, in particular but not exclusively through the provision of
grants in India towards relief in need and the provision of education|
|**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)**|Herewith the third Annual Report on the life of Sai Grace Trust CIO.
The Chair Reverend Leonora van Gils has counselled many people over
the phone, specially during the lockdown times and keeps doing it till
date.
In July 2021 we slowly emerged out of lockdown and had our first Inter-
Faith Service in person at Sai Grace, Moat Hall, Darsham. After
Reverend Leonora had struggled with double pneumonia for two months,
it was a joy to see everyone again, after being starved of social contact in
a sacred environment.
During August 2021, SGT held a mini spiritual Retreat in the garden, in
order to keep everyone safe. As part of the Retreat, we had an Inter-Faith
Service (which includes prayers and meditation) and devotional singing.
In November, we celebrated the birthday of Sri Sathya Sai Baba, with
prayers and devotional singing.
Because of the ill health of Rev Leonora earlier in the year, the Trustees
agreed it was time to move to smaller premises. Moat Hall is a large
place to keep up, as are the gardens and the upkeep for the Trust was|
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too much, for the small amount of donations coming in after Covid.
On 7 January 2022, Rev Leonora left Moat Hall and moved into a much smaller house, in Darsham village, where she can still hold services, although smaller in numbers, as well as her pastoral care.
March saw the first Service at the new Sai Grace premises where InterFaith Services continue every month in person.
Sai Grace Trust donated to the Sri Sathya Sai Sarla Memorial Hospital in India, offering healthcare completely free of cost. Donations were also made to British Humanitarian Aid, a Charity which supports the Ukrainian People with urgent medical supplies.
Reverend Leonora van Gils YouTube channel, offers recorded prayers and meditations for the upliftment of people in need.
This closes the 3rd year of Sai Grace Trust CIO, doing its best to be of service, to as many people as possible from around the world, during these unprecedented times.
## **Additional details of objectives and activities (Optional information)**
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
It feels important to have granted a stable and constant support to **Summary of the main** people's spiritual, emotional and psychological wellbeing, even during the **achievements of the charity** Coronavirus crisis, providing counselling, guidance and advice in person **during the year** and over the phone. Many people have reported an improvement in their wellbeing, as well as their peace of mind, and many others have benefitted from the support given by the Trust to external charities, furthering education, and services to homeless and needy people.
## **Section E Financial review**
Sai Grace Trust's policy is to ensure there are sufficient funds to cover its **Brief statement of the** regular activities and to build its reserves for future charitable events in **charity’s policy on reserves** furtherance of the charitable purposes of the Trust.
**Details of any funds materially in deficit**
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## **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)** Leonora Van Gils **Position (eg Secretary, Chair,** Chair **etc) Date** 10/10/2022
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SAI GRACE TRUST CIO 1183278
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/06/2021 31/05/2022
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 - Individual 3.166 - - 3.166 2.634
Sub total (Gross income for
3.166 - - 3.166 2.634
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 3.166 - - 3.166 2.634
A3 Payments
Direct Expenses 1.125 - - 1.125 844
Cleaning - - - - -
Accountant fee 300 - - 300 300
Bank Fee 25 25 42
Charitable Donations 3.825 - - 3.825 1.185
Entertainment - - - -
General Expenses 5.370 - - 5.370 3.095
Photography - - - -
Printing & Stationery - - - -
Repairs and Maintenance - - - 91
[ 10.645 ] - - 10.645 5.557
A4 Asset and investment
purchases, (see table)
Lawnmower - - -
- - - -
Sub total [ - ] - - - -
Total payments 10.645 - - 10.645 5.557
Net of receipts/(payments) - 7.479 - - - 7.479 - 2.923
A5 Transfers between funds - - - - -
A6 Cash funds last year end 11.044 - - 11.044 -
Cash funds this year end 3.866 - - 3.866 11.044
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## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash at Bank|**Unrestricted**
**funds**
**to nearest £**
**3.866**
**-**
**-**
**3.866**
OK
**Unrestricted**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted**|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|---|
|||||**-**|
|||||Agreement Error|
|||||**Endowment**|
CCXX R1 accounts (SS)
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|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**|**Details**
**Details**
**Details**
**Details**
Signature|**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
LEONORA VAN GILS|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due (optional)**
Date of approval
12/10/2022|
|---|---|---|---|
CCXX R2 accounts (SS)
12/10/2022
2