Trustees’ Annual Report for the period
From The Heera Foundation Period start date: 6th April 2024 Period end date: 5th April 2025
Charity name: The Heera Foundation
Charity registration number: 1183640
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The preservation and protection of good mental health for the public benefit within the UK by: ● providing access to support , advice and education including by organising public workshops and events ● working to support the translation of key mental health materials from existing services to be accessible for all |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Summary of the activities in relation to The Heera Foundation purpose from 6th April 2024- 5th April 2025: Throughout this year, we have continued to work and deliver community based projects supporting community members, families, organisations and groups with mental health support. We organised a charity Bollywood Event, which raised awareness of mental health, supported individuals and gave us the opportunity to share our mental health toolkits and support cards to over 1000 people. Further examples are below: Women' s workshops removing barriers relating to anxiety, depression and challenges to successful next steps and progress Children’s Workshops- focussing on support for Children and their parents around mental health issues and conditions. |
| Open Men’s forum- collaboration with Taraki- Men’s Mental health- training team members to be able to support others We continue to network with Healthy schools and continue to share our resources- wellbeing toolkit and emotional literacy journals across schools in the Midlands Presentations undertaken at GP surgeries around mental health and suicide prevention as well as the opportunity to work Presentations on mental health matters in Sutton Coldfield community groups, presentations in schools too. Wellbeing Workshops in places of worship Podcats and radio shows with community groups around mental health Student Reflection Workshops for University students Presentations with Warwick University Students around mental health matters Workshops for Dorcas- FGM charity on abuse and domestic Violence Continued collaboration with Atraki- Mental health group- planning and running presentations and support groups. 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 ethnic minority groups. Wellbeing and mental health matters posts across the year around various mental health themes. The Heera Foundation Support Card shared throughout the year, signposting to various organisations. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance |
Para 1.18 | This statement confirms that the Trustees of The Heera Foundation have had regard to the guidance issued by the Charity Commission on public benefit |
issued by the Charity Commission 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 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We continue to actively engage and work with communities in relation to mental health education, suicide prevention, mindfulness and signposting individuals for the support that they require. We listen, signpost and support individuals on an ongoing basis and we have adapted our methods of communication and reach well to actively support our community. At every occasion, we work to our objects, distribute our mental health education, support card and signpost ensuring that anyone struggling and reaches out to us has the support that they need. We are now able to assist with both free services as well as directing individuals who ask to paid services as well. Our team itself is very knowledgeable in this field and able to provide additional support. Running the #ME projects and initiating The No JudgeMENt for male mental health has gained a lot of support and engagement. Equally, our focus on children’s mental health is going superbly too. DISTRIBUTION OF CARDS/ LEAFLETS |
Our networking, activities, events and social media platforms have enabled us to constantly work towards achieving our main aims which are: -To raise awareness of mental health and mindfulness within our community by enabling access to existing services -To support existing organisations to influence and educate our community in ensuring that physical and emotional well-being is a priority for everyone. We regularly receive very positive and encouraging feedback from the community. Members of the public have informed us they were able to get help and support from numbers provided by The Heera Foundation and thank us for making them aware of services available to them. We have reached out to as many people as possible and spread the message that ‘it’s o.k not to be o.k’ 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 as they too wish to help others.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | From 6th April 2024-5th April 2025 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have projects planned that will use our reserves to benefit the wellbeing of community members |
| Amount of reserves held | Para 1.22 | 1000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | 0 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Fundraising and donations |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable |
| A description of the principal risks facing the charity |
Para 1.46 | No |
| Other | ||
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more 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 related Para 1.51 parties Other
Reference and Administrative details
| Charity name | The Heera Foundation |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1183640 | ||
| Charity’s principal address | 15 Hall Drive | ||
| Burton on the Wolds | |||
| Loughborough | |||
| Leicestershire | |||
| LE12 5AD | |||
Names of the charity trustees who manage the charity
| Trustee Name |
Office (if any) |
Dates acted if not for whole year Names of Persons (or body) entitled to appoint trustee |
Dates acted if not for whole year Names of Persons (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 | Balbir Kandola |
|||
| 2 | Jagroop Chahal |
Ended term Jan 2025 |
||
| 3 | Pavandeep Johal |
|||
| 4 | Sarbjit Bisla | |||
| 5 | Simran Barth |
– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-disclosure of key personnel details 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: 28th January 2026
The Heera Foundation Statement
For Period of 6th April 2024-5th April 2025
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