
## Trustees’ Annual Report for the period 

From The Heera Foundation Period start date:  5th April 2020 Period end date: 31st March 2021 

Charity name: The Heera Foundation 

Charity registration number: 1183640 

## Objectives and Activities 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The preservation and protection of good mental<br>health for the public benefit within the UK by:<br>●<br>providing access to support , advice and<br>education including by organising public<br>workshops and events<br>●<br>working to support the translation of key<br>mental health materials from existing services<br>to be accessible for all|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Summary of the activities in relation to The Heera<br>Foundation purpose from March 2020- April 2021:<br>**Mental Health and Mindfulness Drop in**<br>**Clinics/Forums:**<br>24 Virtual wellbeing sessions arranged through<br>zoom for those struggling with isolation, COVID<br>concerns, lockdown vulnerability, bereavement .<br>Attended by 200 community members. Lead by<br>experts within the team- 'Coffee and Chat.’<br>Our mental health support cards were presented<br>within all sessions presented.  Conversations<br>were valuable and well-received based on covid<br>concerns, financial worries, fear and next steps<br>during the pandemic.<br>Elderly project: Networked with Sanjhi Seva and<br>delivered 50 wellbeing packs to community<br>members. packs included wellbeing details,<br>activities relating to art therapy and discussions<br>around mental health, Details translated for the<br>purpose of supporting those where English was<br>a second language- ‘Aunty Uncle Ji’ projects.<br>Loneliness Project: Networking with Ashton|





House in Leicester and  200 wellbeing packs supporting mental health delivered around Christmas time.  These involved activities relating to mental health matters, art therapy kits and activities to promote understanding in relation to tackling loneliness. Many residents had not seen family members due to COVID restrictions-our initiative was supported hugely by staff and residents.  We then continued with online activities around Valentine's day, shared our baking footage from our instagram lives to engage and support individuals in combating loneliness in unprecedented times. Our mental health support materials were presented within all packs and delivered to these organisations. Help The Homeless: We created essential packs for 100 members of the homeless community as well as donating clothes, blankets, food  and our mental health support cards.  These resources again were very well received.  We collaborated with Help The Homeless, Leicestershire to support the mental health of those who are vulnerable. Midland Langar: we again created essential packs and networked with The Midland Langar Seva Society within homeless feeds during the pandemic.  We delivered 200 packs with our mental health resources within them too. Pilots projects. The Heera Foundation began to plan and pilot sessions relating to anxiety awareness, depression awareness, suicide prevention, self-development, addiction, intruisive, goalsetting, growth mindset, overcoming barriers, wellbeing matters: #ME: Women's development- 30 women involved in this No-JudgeMENt: Men’s mental health- 25 men developing this initiative with The Heera Foundation #Catching Dreams: 200 Thought Jars, Emotion Literacy journals and art therapy activities delivered to 3 schools. The Emotional Literacy Journal was created by experts within our team encouraging young children to explore their thoughts and feelings. **Community Presence-Distribution of The Heera Foundation Mental Health Support Card signposting members of the community** 



**for MH support.** Community presence limited due to lockdown restrictions. However,  The Heera Foundation support card continues to be promoted on social media platforms across  Facebook, instagram, twitter and Linked in and reached over 1K plus audience. **Phone calls** and support regarding signposting/counselling given to 400 members of the community and conversations amount to over 1000. Ongoing discussions, signposting to mental health organisations or counselling. **Wellbeing Workshops Streetly:** Anxiety, Depressions, Personal Development for young people. This was delivered to 30 young people struggling with anxiety. The sessions were well-received and young people were able to openly discuss what they were facing as well as learning about how they could tackle these. **Journaling Workshops** :workshops delivered through zoom during the pandemic. 40 young people involved and encouraged to discuss their anxieties and worries as well as take on board coping strategies. Various **Virtual Community Projects** and Competitions were organised during Lockdown. Activities as follows to support wellbeing and creativity: Art Competition- 66 participants Art Therapy sessions/ Workshops- 40 attended Origami Sessions- Virtual - 28 attended Stone Painting Competition - 58 entries Photography Competition- 78 entries Social Media Topics in relation to mental health matters: Posts on social media platforms increased during lockdown around the following topics: Motivation Monday- Positive Affirmations Friday Tips Mothers Day/Fathers Day wellbeing Self- care Self-Love Growth Mindset, you only limit is your mind Gratitude Self- Care Sunday series- Part 1-6 covering various mental health tips and strategies. 



Supporting young people with exam results, exam pressures, stress Signs you are struggling This too shall pass Grief Your Boundaries Stress Management Invisible Mental Health Lockdown Remedies Young People’s mental health 12 Days of Christmas- Wellbeing tips Bilingual posts around mental health matters Managing overthinking Supporting someone with their mental health Talking Disorders Self- Injury Cyberbullying Understanding Change Domestic Violence Womens’ Mental Health Financial Wellbeing Preparing for Lifting Lockdowns World Mental Health Day World Bipolar Day Suicide Prevention Day Tackling feelings of inadequacy Our social media posts have been bilingual through our social media too in languages such as Panjabi, Urdu and Hindi so that we can translate key information for etnic minority groups.  Topics again have related to: anxiety, depression, addiction, domestic violence, and boundaries. We engaged our audience further through Facebook and Instagram Lives. The Heera Foundation ‘Time To Talk’ was therefore created covering topics around mental health and mindfulness. We used this as an opportunity to share key messages relating to mental health, to network with existing organisations and to signpost to services who can support with any matters. Some areas around mental health and wellbeing that we covered include: Children's Wellbeing Gender Stereotypes A Baking Live session Domestic Violence Positive Minds Impact of Social Media on mental health Respecting boundaries 



Lockdown Anxieties We networked with key mental health experts within the community to impart expert knowledge. Our Audience reach was: 2K We lead various Covid 19 Campaigns across our Social Media around the following topicssupporting and educating community members: Tackling and managing anxiety, depression, COVID Conversations, Dealing with Loss, Self-care, isolation, social distancing, COVID Mindset, Staying Connected, finding peace and balance during lockdown, understanding COVID-19 restrictions, dealing with loneliness, being outdoors, wellbeing exercises, We were asked to host 6 sessions on the  KTV Television Channel on mental health. The Heera Foundation delivered 6 TV shows for series on Mental Health. This is a Sikh Channel which reaches enthic minority groups from BAME communities (Sikh, Hindus, Musilims.  Our audience reach 7K Topics Covered: Anxiety Depression Grief and Bereavement Drug Addiction Alcohol Abuse Suicide Prevention Awareness We also collaborated with Your Saheli- a community women's group to discuss mental health. The audience reach was 1 K In general, our followership for social media is as follows at present date: Instagram: 1433 Facebook:2045 Twitter:906 Linked in: unable to measure Our Fundraising Events are as follows: Spartan Challenge Vaisakhi wellbeing Papyrus Walk- Wrekin Hampers throughout the year Valentine’s Day– creative hampers Marathon- taken on by young men volunteering for HF. 



|||We continue to link and network with key<br>organisations and enhance partnerships for<br>Mental Health support with:<br>●<br>Papyrus<br>●<br>MIND<br>●<br>Healthy Brum<br>●<br>My Solution Wellbeing<br>●<br>Mental Health Partnership for<br>Birmingham and Solihull<br>●<br>Sikh Your Mind<br>●<br>Every Mind Matters<br>●<br>Sky Blues - Coventry City Football Club<br>We have continued collaboration with<br>Community Groups:<br>●<br>Midland Langar Seva Society, Gabhru<br>Panjab De, Streetly Parish Church<br>Community<br>●<br>Various BAME religious institutions<br>●<br>SafsCare<br>●<br>Panjab 2000<br>●<br>Dharam Seva<br>●<br>Jet Trust<br>●<br>Taraki<br>●<br>Your Saheli<br>●<br>Panjabi Womens SOBS Group<br>●<br>Mini Asians<br>●<br>Ashton Lodge Residential Home<br>●<br>Sanjah Sewa<br>●<br>Sky Blues- Coventry Football Club<br>●<br>Help The Homeless|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|This statement confirms that the Trustees of The<br>Heera Foundation have had regard to the guidance<br>issued by the Charity Commision on public benefit|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 



Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other 

## Achievements and Performance 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|We are actively engaging and working with communities<br>in relation to mental health education, suicide prevention,<br>mindfulness and  signposting individuals for the support<br>that they require.  We listen, signpost and support<br>individuals on an ongoing basis and the restrictions faced<br>during the outbreak of COVID 19, we have adapted our<br>methods of communication and reach well to actively<br>support our community. At every occasion, we work to<br>our objects, distribute our mental health education,<br>support card and signpost ensuring that anyone<br>struggling and reaches out to us has the support that they<br>need. We are now able to assist with both free services<br>as well as directing individuals who ask to paid services<br>as well.<br>**DISTRIBUTION OF CARDS/ LEAFLETS**<br>Our networking, activities, events and social media<br>platforms have enabled us to constantly work<br>towards achieving our main aims which are:<br>-To raise awareness of mental health and<br>mindfulness within our community by enabling<br>access to existing services<br>-To support existing organisations to influence and<br>educate our community in ensuring that physical<br>and emotional well-being is a priority for everyone.<br>We regularly receive very positive and encouraging<br>feedback from the community. Members of the<br>public have informed us they were able to get help<br>and support from numbers provided by The Heera<br>Foundation and thank us for making them aware of<br>services available to them.<br>We have reached out to as many people as possible<br>and spread the message that ‘it’s o.k not to be o.k’<br>and encouraged people to talk openly about mental|





health issues and have helped remove the stigma of shame associated with Mental Health. We have received a great response towards our social media platforms such as facebook, instagram and twitter and our followers are growing rapidly. We regularly give the public information on self-care and wellbeing as well as promote the mental health services that are available. Our Social Media is developing its followership and our innovative approaches continue to reach out to all communities. We have undertaken workshops and presentations on mental health matters and been given great positive feedback on the knowledge shared and imparted. We have supported members of the community who now volunteer for us to as they too wish to help others. 

Additional information (optional) You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||
||||





## Financial Review 

|Financial Review|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|From 5th April 2020-31st March 2021|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We have projects planned that will use our<br>reserves to benefit the wellbeing of<br>community members|
|Amount of reserves held|Para 1.22|1000|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|0|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|No uncertainties|
||||



|Additional information (optional)<br>You maychoose to include further statements where relevant about:|Additional information (optional)<br>You maychoose to include further statements where relevant about:|Additional information (optional)<br>You maychoose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Fundraising and donations|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|Not applicable|
|A description of the principal<br>risks facing the charity|Para 1.46|No|
|Other|||





Structure, Governance and Management 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Trustee Election at AGM|



Additional information (optional) You may choose to include further statements where relevant about: 

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any Para 1.51 related parties Other 

## Reference and Administrative details 

|Charity name|The Heera Foundation|
|---|---|
|Other name the charity uses|N/A|
|Registered charitynumber|1183640|
|Charity’s principal address|15 Hall Drive<br>Burton on the Wolds<br>Loughborough<br>Leicestershire<br>LE12 5AD|





**Names of the charity trustees who manage the charity** 

||**Trustee**<br>**Name**|**Office (if**<br>**any)**|**Dates acted if not for**<br>**whole year**<br>**Names of Persons (or**<br>**body) entitled to appoint**<br>**trustee**|**Dates acted if not for**<br>**whole year**<br>**Names of Persons (or**<br>**body) entitled to appoint**<br>**trustee**|
|---|---|---|---|---|
|**1**|**Balbir**<br>**Kandola**||||
|**2**|**Ranvir Singh**||||
|**3**|**Pavandeep**<br>**Johal**||||
|**4**|**Pam Dubb**||1 March 2020||
|**5**|**Bindi**<br>**Sandhu**||1 March 2020||



– Corporate trustees names of the directors at the date the report was approved **Director name N/A** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**N/A**|||
||||
||||
||||
||||
||||





## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|N/A|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/A|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets|N/A|



## **Additional information (optional) Names and addresses of advisers (Optional information)** 

|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|---|
|||||
|||||
|||||
|||||
|**Name of chief executive or names of senior staff members (Optional information)**||||
|||||
||**Exemptions from disclosure**<br>Reason for non-disclosure of key personnel details<br>**N/A**|||



## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 


**Full Name(s): Pavandeep Johal** 

**Position: Trustee of The Heera Foundation Date: 1st February 2022** 



## **The Heera Foundation Statement** 

## **For Period of 5th April 2020- 31st March 2021** 

## **Balance Brought Forward: £9834.62** 

## **Total Income: £2337.86** 

## **Total Expenditure: £3650.44** 

Breakdown of Income: 

|Date|Cash|Donations|Fundraising|Counselling|Total|
|---|---|---|---|---|---|
|14 04<br>2020||2||||
|17 04<br>2020||||5||
|07 05<br>2020||||5||
|11 05<br>2020||2||||
|14 05<br>2020||||40||
|28 05<br>2020||||40||
|08.06.20||||5||
|10. 06<br>2020||2||||
|15 06<br>2020||||5||
|15.06.20||||35||
|22 06<br>2020||||35||
|26 06<br>2020||||40||





|29 06<br>2020||||35||
|---|---|---|---|---|---|
|06.07.20<br>20||||5||
|06.07.20<br>20||||5||
|08.07.20<br>20||||35||
|09.07.20<br>20||5||||
|09.07.20<br>20||||40||
|21.07.20<br>20||||240||
|21.07.20<br>20||20||||
|29.07.20<br>20||||10||
|30.07.20<br>20||||25||
|31.07.20<br>20||||35||
|03.08.20<br>20||||5||
|10.08.20<br>20||||240||
|10.08.20<br>20||||5||
|10.08.20<br>20||5||||
|10.08.20<br>20||||10||
|13.08.20<br>20||||25||
|17.08.20<br>20||||5||





|17.08.20<br>20||8.75||||
|---|---|---|---|---|---|
|20.08.20<br>20||||5||
|24.08.20<br>20||||5||
|27.08.20||||25||
|01.09.20||||5||
|01.09.20||||5||
|01.09.20||||19.42||
|02.09.20<br>20||||5||
|09.09.20||5||||
|11.09.20<br>20||||5||
|14.09.20<br>20||||25||
|15.09.20<br>20||||5||
|21.09.20<br>20||||5||
|30.09.20<br>20||||5||
|05.10.20<br>20||||25||
|09.10.20<br>20||5||||
|09.10.20<br>20||||5||
|16.10.20<br>20||||5||
|20.10.20<br>20||||5||
|21.10.20<br>20||||25||





|02.11.20<br>20|||558.32|||
|---|---|---|---|---|---|
|09.11.20<br>20||5||||
|11.11.20<br>20||||5||
|16.11.20<br>20||6.37||||
|20.11.20<br>20||||5||
|30.11.20<br>20||||25||
|08.12.20<br>20||||5||
|09.12.20<br>20||5||||
|24.12.20<br>20||||5||
|07.01.20<br>21||||5||
|11.01.20<br>21||5||||
|25.01.20<br>21||||5||
|09.02.20<br>21||5||||
|23.02.20<br>21||125||||
|24.02.20<br>21||3||||
|25.02.20<br>21||6||||
|25.02.20<br>21||21||||
|25.02.20<br>21||350||||





|05.03.20<br>21||6||||
|---|---|---|---|---|---|
|08.03.20<br>21||3||||
|08.03.20<br>21||10||||
|09.03.20<br>21||5||||
|17.03.21||5||||
|||615.12|558.32|1164.42|£2,337.86|



## **Total Expenditure** 

|Spending from bank|3650.44|
|---|---|
|Total spending|3650.44|



## **Breakdown of Expenditure** 

|Date|What|Cost|
|---|---|---|
|03.01.2020|Embroidery Expressions|£71.47|
|17.01.2020|H.F. Annual Meeting|£11.40|
|19.01.2020|H.F Annual Meeting|£60.00|
|24.02.2020|Projector and Screen|£371.98|
|24.02.2020|Ansvar Charity Protect Insurance|£242.54|
|04.03.2020|Trustee training session-Voluntary Action<br>Leicestershire|£250.00|
|01.03.2020|Anxiety Depression Workshop at Streetly<br>Parish Church|£80.00|
|11.03.2020|Resources for Well Being packsand Mothers<br>Day Hampers|£50.40|
|11.03.2020|HP Printer Ink|£91.88|





||||||
|---|---|---|---|---|
||16 04 2020|Personal Devt Trg at Streetly- My Solution|£300.00||
|||Wellbeing|||
||04.05.2020|Various - see sheet|£152.05||
||28.04.2020|postage for Marketing and promotional|£3.03||
|||materials|||
||28.04. 2020|Meeting at Streetly Parish Church|£22.76||
||15.06.2020|Expenses- see sheet|£18.38||
||15.06.2020|Counselling sessions - My Solution Wellbeing|£145.00||
||07.09.2020|Counselling sessions - My Solution Wellbeing|£150.00||
||07.09.2020|Counselling sessions - My Solution Wellbeing|£300.00||
||07.09.2020|Counselling sessions - My Solution Wellbeing|£425.00||
||17.11.2020|Bags for Elderly Project|£25.00||
||30.11.2020|Resources for Well Being packsand Mothers|£233.59||
|||Day Hampers|||
||30.11.20|ktv shows|£241.56||
||30.11.2020|1 and 4  All Vouchers|£200.00||
||30.11.2020|JD vouchers for volunteers|£250.00||
||15. 12 2020|Resources for Homeless project-see sheet|£861.12||
||15.12.2020|Counselling sessions - My Solution Wellbeing|£80.00||
||03.02.2021|Embroidery Expressions Limited|£165.94||
||03.02.2021|Valentines's day fundraiser items|£127.80||
||04.03.2021|Thought Jar stickers|£30.47||
||08. 03.2021|1st and 2nd class stamps|£14.47||
|||Total|£3,650.44||
||||||



