
## **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<br>Trustee name  Office (if any)<br>year to appoint trustee (if any)<br>Rev LEONORA  Chair<br>1<br>VAWN VAN GILS<br>CAROLE ANN  Trustee  5 February 2024<br>2<br>ALDERMAN<br>3 TONI NEWSON  Trustee  12 December 2022<br>**----- End of picture text -----**<br>


**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<br>Rev LEONORA VAWN VAN GILS<br>CAROLE ANN ALDERMAN  5 February 2024<br>TONI NEWSON  12 December 2022<br>**----- End of picture text -----**<br>


## **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<br>well-being in particular,<br>but not exclusively, by:-<br>(a)<br>The provision of counselling, guidance and advice to those in<br>need thereof;<br>(b)<br>Advancing education and understanding of the practice and<br>philosophy of yoga and meditation;<br>(c)<br>The practice of non-denominational spiritual and pastoral<br>services; particularly, but not exclusively, in accordance with the<br>teachings of Sri Sathya Sai Baba, and to promote awareness of those<br>teachings to the public.<br>To further such charitable purposes as the charity trustees see fit from<br>time to time, in particular but not exclusively through the provision of<br>grants in India towards relief in need and the provision of education|
|**Summary of the main**<br>**activities undertaken for the**<br>**public benefit in relation to**<br>**these objects (include within**<br>**this section the statutory**<br>**declaration that trustees have**<br>**had regard to the guidance**<br>**issued by the Charity**<br>**Commission on public**<br>**benefit)**|Herewith is the 5th Annual Report of Sai Grace Trust CIO.<br>Since Sai Grace Trust moved to smaller premises, we are still actively<br>operating in furtherance of our purposes the best we can, to help as<br>many people as possible, who come our way.<br>We started off the year, collaborating with Yoga Teacher Oleksandr<br>Ukraintsv, teaching local residents the ancient art of Yoga and<br>meditation.<br>Throughout the winter, at Sai Grace’s premises,  Oleksandr Ukraintsv<br>held several prayer-rituals of Hindu tradition that he specializes in, along<br>with Reverend Leonora van Gils conducting Inter-Faith prayers and<br>offering counselling for the spiritual, emotional and psychological health<br>and well-being of several individuals and families requesting it, whilst<br>they were going through personal and family crisis.<br>As reported by the beneficiaries of the above-mentioned activities,<br>prayers and rituals, the results are felt as encouraging and very helpful.<br>Monthly Inter-Faith Services are held regularly.<br>Through regular donations, Sai Grace Trust continues to support the<br>charitable initiative called “A Light for Ukraine” in collaboration with the<br>VSI Sai Prema Foundation from Lithuania, helping the suffering Ukrainian<br>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: 

- policy on grantmaking; 

- policy programme related investment; 

- 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: 

- 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** 20 October 2024 

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**----- Start of picture text -----**<br>
SAI GRACE TRUST 1183278<br>Receipts and payments accounts CC16a<br>For the period  Period start date Period end date<br>To<br>from 01/06/2023 31/05/2024<br>Section A Receipts and payments<br>Unrestricted  Restricted  Endowment<br>Total funds Last year<br>funds funds funds<br> to the nearest £  to the nearest £ to the nearest £ to the nearest £ to the nearest £<br>A1 Receipts<br>Donations - Individual                          1,223                                -                                  -                            1,223                          1,287<br>Sub total  (Gross income for<br>                              -                                  -                            1,223                          1,287<br>AR)  [                         1,223 ]<br>A2 Asset and investment sales,<br>(see table).<br>                                 -                                  -                                  -                                -<br>                                 -                                  -                                  -                                -                                    -<br>Sub total                                   -                                  -                                  -                                -                                    -<br>Total receipts                     1,223                             -                             -                      1,223                      1,287<br>A3 Payments<br>Direct Expenses                             162                                -                                  -                               162                          1,461<br>Cleaning                                   -                                -                                  -                                  -                                  -<br>Accountant fee                               -                                  -                                  -                               300<br>Bank Fee                                  -                                -<br>Charitable Donations                          1,242                                -                                  -                            1,242                          1,921<br>Entertainment                               -                                  -                                  -                                  -<br>General Expenses                                  -                                -                                  -                                  -<br>Photography                               -                                  -                                  -                                  -<br>Printing & Stationery                               -                                  -                                  -                                  -<br>Repairs and Maintenance                               -                                  -                                  -                                  -<br>                         1,404                                -                                  -                            1,404                          3,682<br>A4 Asset and investment<br>purchases, (see table)<br>Lawnmower                                 -                                  -                                -<br>                                 -                                  -                                  -                                -<br>Sub total [                                 - ]                                 -                                  -                                -                                    -<br>Total payments                      1,404                              -                              -                          1,404                       3,682<br>Net of receipts/(payments)                         181                            -                              -                           181  -                   2,395<br>A5 Transfers between funds                             -                           -                            -                                  -                             -<br>A6 Cash funds last year end                      1,770                           -                            -                        1,770<br>Cash funds this year end                      1,589                            -                              -                        1,770<br>**----- End of picture text -----**<br>


## **Section B Statement of assets and liabilities at the end of the period** 

|**Categories**<br>**B1 Cash funds**|**Details**<br>**_Total cash funds_**<br>Cash at Bank|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**1,589**<br>**-**<br>**-**<br>**1,589**|**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**|**Endowment**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**|
|---|---|---|---|---|
|||||**-**|



CCXX R1 accounts (SS) 

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|Signed by one or two trustees on<br>behalf of all the trustees<br>**B5 Liabilities**<br>**B3 Investment assets**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**|**Details**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**<br>**Details**<br>**Details**<br>Signature|OK<br>OK<br>**Unrestricted**<br>**Restricted**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>LEONORA VAN GILS|Agreement Error|
|---|---|---|---|
||||**Endowment**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Current value**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Current value**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**When due**<br>**(optional)**<br>Date of approval<br>20/10/2024|



CCXX R2 accounts (SS) 

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