Trustees' Annual Report for the period
Period start date Period end date 01 June 2023 31 May 2024 From To
Section A Reference and administration details
Charity name
Sai Grace Trust CIO
Other names charity is known by
Registered charity number (if any) 1183278
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
CAROLE ANN Trustee 5 February 2024
2
ALDERMAN
3 TONI NEWSON Trustee 12 December 2022
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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
CAROLE ANN ALDERMAN 5 February 2024
TONI NEWSON 12 December 2022
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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:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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 |
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| 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 is the 5th Annual Report of Sai Grace Trust CIO. Since Sai Grace Trust moved to smaller premises, we are still actively operating in furtherance of our purposes the best we can, to help as many people as possible, who come our way. We started off the year, collaborating with Yoga Teacher Oleksandr Ukraintsv, teaching local residents the ancient art of Yoga and meditation. Throughout the winter, at Sai Grace’s premises, Oleksandr Ukraintsv held several prayer-rituals of Hindu tradition that he specializes in, along with Reverend Leonora van Gils conducting Inter-Faith prayers and offering counselling for the spiritual, emotional and psychological health and well-being of several individuals and families requesting it, whilst they were going through personal and family crisis. As reported by the beneficiaries of the above-mentioned activities, prayers and rituals, the results are felt as encouraging and very helpful. Monthly Inter-Faith Services are held regularly. Through regular donations, Sai Grace Trust continues to support the charitable initiative called “A Light for Ukraine” in collaboration with the VSI Sai Prema Foundation from Lithuania, helping the suffering Ukrainian Population, with a team of volunteers in Ukraine, giving detailed and |
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reliable reports of the humanitarian services offered in Ukraine. Reverend Leonora van Gils continues with her pastoral care, dedicating many hours per week, helping people either in person or over the phone. Reverend Leonora van Gils continues to promote awareness to the teachings of Sri Sathya Sai Baba, as well as the teachings of those Spiritual Masters and Leaders, promoting the emotional and psychological health and well-being of Humanity.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
It feels important to have granted a stable and constant support to people's spiritual, emotional and psychological wellbeing providing counselling, guidance and advice in person, with constant appointments at Sai Grace New Premises 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, as well as services to homeless and needy people.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
Section E Financial review
Brief statement of the charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (Optional information)
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You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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 20 October 2024
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SAI GRACE TRUST 1183278
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/06/2023 31/05/2024
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 1,223 - - 1,223 1,287
Sub total (Gross income for
- - 1,223 1,287
AR) [ 1,223 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 1,223 - - 1,223 1,287
A3 Payments
Direct Expenses 162 - - 162 1,461
Cleaning - - - - -
Accountant fee - - - 300
Bank Fee - -
Charitable Donations 1,242 - - 1,242 1,921
Entertainment - - - -
General Expenses - - - -
Photography - - - -
Printing & Stationery - - - -
Repairs and Maintenance - - - -
1,404 - - 1,404 3,682
A4 Asset and investment
purchases, (see table)
Lawnmower - - -
- - - -
Sub total [ - ] - - - -
Total payments 1,404 - - 1,404 3,682
Net of receipts/(payments) 181 - - 181 - 2,395
A5 Transfers between funds - - - - -
A6 Cash funds last year end 1,770 - - 1,770
Cash funds this year end 1,589 - - 1,770
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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 Cash at Bank |
Unrestricted funds to nearest £ 1,589 - - 1,589 |
Restricted funds to nearest £ - - - - |
Endowment funds to nearest £ - - - |
|---|---|---|---|---|
| - |
CCXX R1 accounts (SS)
23/10/2024
1
| 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 (agree balances with receipts and payments account(s)) Details Details Details Signature |
OK OK Unrestricted Restricted 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 |
Agreement Error |
|---|---|---|---|
| Endowment to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 20/10/2024 |
CCXX R2 accounts (SS)
23/10/2024
2