
## 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<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>● providing access to support , advice and<br>education including by organising public<br>workshops and events<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 6th April 2024- 5th April<br>2025:<br>Throughout this year, we have continued to work<br>and deliver community based projects<br>supporting community members, families,<br>organisations and groups with mental health<br>support.  We organised a charity Bollywood<br>Event, which raised awareness of mental health,<br>supported individuals and gave us the<br>opportunity to share our mental health toolkits<br>and support cards to over 1000 people. Further<br>examples are below:<br>Women' s workshops removing barriers relating<br>to anxiety, depression and challenges to<br>successful next steps and progress<br>Children’s Workshops- focussing on support for<br>Children and their parents around mental health<br>issues and conditions.|





|||Open Men’s forum- collaboration with Taraki-<br>Men’s Mental health- training team members to<br>be able to support others<br>We continue to network with Healthy schools<br>and continue to share our resources- wellbeing<br>toolkit and emotional literacy journals across<br>schools in the Midlands<br>Presentations undertaken at GP surgeries<br>around mental health and suicide prevention as<br>well as the opportunity to work<br>Presentations on mental health matters in Sutton<br>Coldfield community groups, presentations in<br>schools too.<br>Wellbeing Workshops in places of worship<br>Podcats and radio shows  with community<br>groups around mental health<br>Student Reflection Workshops for University<br>students<br>Presentations with Warwick University Students<br>around mental health matters<br>Workshops for Dorcas- FGM charity on abuse<br>and domestic Violence<br>Continued collaboration with Atraki- Mental<br>health group- planning and running<br>presentations and support groups.<br>Our social media posts have been bilingual<br>through our social media too in languages such<br>as Panjabi, Urdu and Hindi so that we can<br>translate key information for ethnic minority<br>groups.   Wellbeing and mental health matters<br>posts across the year around various mental<br>health themes.<br>The Heera Foundation Support Card shared<br>throughout the year, signposting to various<br>organisations.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance|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 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<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 continue to actively engage and work with<br>communities in relation to mental health education,<br>suicide prevention, mindfulness and  signposting<br>individuals for the support that they require.  We listen,<br>signpost and support individuals on an ongoing basis and<br>we have adapted our methods of communication and<br>reach well to actively support our community. At every<br>occasion, we work to our objects, distribute our mental<br>health education, support card and signpost ensuring that<br>anyone struggling and reaches out to us has the support<br>that they need. We are now able to assist with both free<br>services as well as directing individuals who ask to paid<br>services as well. Our team itself is very knowledgeable in<br>this field and able to provide additional support.  Running<br>the #ME projects and initiating The No JudgeMENt for<br>male mental health has gained a lot of support and<br>engagement. Equally, our focus on children’s mental<br>health is going superbly too.<br>**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<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 6th April 2024-5th April 2025|
|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) You may choose 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 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**<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**|**Jagroop**<br>**Chahal**||**Ended term Jan**<br>**2025**||
|**3**|**Pavandeep**<br>**Johal**||||
|**4**|**Sarbjit Bisla**||||
|**5**|**Simran**<br>**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** 




Income
Name
Detslb
I￿ndraIS Other
Totsl
9th April 2024
9th May 2024
ioth June 2024
24th lune 2024
t July 2024
1st July 2024
10 8th July 2Q24
8th July2024
12 *h July 2Q24
Isth Juty 2024
14 15th ju￿ 2024
15 Isth Juty 2014
16 18th ju￿ 2024
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450
63.36
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675
225
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tst August 2024
5th August 2024
19 5th August 2024
8th August 2024
*h Augusr 2024
12th August 2024
12rh August 2024
16th Au8U5t 2024
19th August 2024
27th Au8U5t 2024
27th AuEUSt 2024
2nd Sep 2Q24
3rd Sep 2024
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270
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3rd Sep 2024
5th Sep 2024
6th Sep 2024
9th Sep 2024
9th Sep 2024
Lewis ZA
9th Sep 2024
Sangha Simrdn
9th Sep 2024
Balbir Kandola
37 10th Sep 2024
Gill Jaswant
12th Sep 2024
Darshan Khaira
19th Sep 2024
Miss DK Rai
20th Sep 2024
Mi55 DK Rai
30th Sep 2024
Give a5 you live
1st Oct 2024
Sarovar Corporation
2nd Oct 2024
Rupinder Cheema
2nd Oct 2024
Kaur H Harkeerat
45 2nd Oct 2024
Nisha Loey
Event
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2Thd Oct 2024
Sandhu B Bal sar￿1￿ Event
3rd October 2024
Westem
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4th Oct 2024
Balwant Droch
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7th October 2024
Sandhar's Sharon Kaur Event
7th October 2024
Gill Jaswant
Event
7th October 2024
Balbir Kandola
Donation
9th October 2024
R Dhillon
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9th October 2024
R Desai
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9th October 2024
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Ilth October 2024 Inspire
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14th Ortober 2024 Inspi
14th October 2024
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14th October 2024 Gill Ja5W7nt
14th October 2024 Puri Rikki
15th October 2024 Call a Car
15th October 2024 &n8h Ranbir
Isth October 2024 Twilkhu
161h O¢ttsber 2024
Sandhu B Bal Sandhu
17th October 2024 Gill Ja5Wdnt
17th October 2024 Puri Riki
17th October 2024 Five Rive
21st October 2024 S Cheema
21st October 2024 Just Giving
22nd October 2024 F/Flow ￿berty
22nd October 2024 Bimla Khumb
23rd October 2024 Mehav
23rd October 2024 Mehav
28th October 2024 H Johal
28th October 2024 Sehjal
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29th October 2024 Johal PK
30th October 2024 D Gill
30th October 2024 Batth SK
31st October 2024 Mi55 S Narda
1st November 2024 Professh?nal
1st Nove 2024
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1st Nove 2024
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1st Nove 2024
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71
73
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81
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tst Nove 2024
1st Nove 2024
1st Nove 2024
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tst Nove 2024
tst Nove 2024
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105 13th November 2024 Rajesh Mair Raj mair
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107 13th November 2024 Sehj31 JSIKD BCCB
108 14th November 2024 Parmjit Ran
109 14th November 2024 Singh Mal Amarpree
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114 15th Nos*mber 2024 Rajindef Bahia (harity Eveni
115 Isth No%*mber 2024 N Mehayjtt
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117 18th Nob*mber 2024 Perfertion C TharityHF Eveni
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119 18th No¥ember 2024 Pun Rikkn BCCB
120 18th No¥*mber Z024 Akshay Kanda The
121 18th Novernber 2024 Sehjal JSIKD BCCB
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122 18th No¥ember 2024 AK E%*nts Ltd AK E￿nts Event
123 18th No¥*mber Z024 Casa Fashion LTD &nda Eve
124 18th November 2024 R LallieTavy 2 Extra
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125 18th No%*mber 2024 Just 8Nin¥The Heera
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126 18th No¥ember Z024 UppalJTickets
127 18th November 2024 Sirnran Bahia Simran
128 18th November 2024 Bimla Khurnb
129 18th No¥ember Z024 Balbir Kandola Gats
130 19th No%*mber 2024 The rithli5ttfft trom
131 19th No￿rnber 2024 Eclat de131inin8 ￿ 3
132 19th No¥ember 2024 Ny￿n K Katie Nvmn
133 20th Nos*mber 2024 aubvaal LTD TIA
134 20th No￿rnber 2024 S Rehal Charity Event Event
135 21sr No¥ember2024 Mohit Suri Mohit
136 21st November2024 D Kaur&Jrinder
137 22nd November2024 Kuldip Ludharcharity Event
138 25th No¥ember 2024 V Chandler
139 25th November 2025 Pun Rikki 8CCB
25th November 2024
Dhodys LTD(harity
45
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45
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25th Nfftmber 2024 GNeA% You LNe L GNe C**natic
142 25th No￿rnher 2024 SUMUP p4ymentsACC Event
143 26th November 2024 Just Gi¥inEThe Hee
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144 26th No%*mber 2024 SUMUP paymentsACC Everbt
145 26th No￿fflber 2024 J Kurnar BCCB
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146 26th Novernber 2024 Grewal HCS HIS Gre￿1 EveTht
147 28th November 2024 DarS￿n Khaira BCCB
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148 29th Nos*mber 2024 Jaspal Johal Rohan
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149 2nd December 2024 J kurnar 8CCB Jag
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19) 2nd December 2024 Johal PK Bolfvoo
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2nd December 2024 Just GiwngThe Heera
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152 2nd December 2024 SUMUP paymentsACC Everbt
153 3rd December 2024 fv'ran Home5 LTD TAV
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154 3rd December 2024 Five Rivers Equity
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155 4th December 2024 Baljinder Dutt Kuki
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156 9th December 2024 ealbir Kandola
(knnation
IS7 Ilth tlecernber 2024 Just GiwngThe Hee
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IS8 12th December 2024 Balbir Kandola
C**nation
159 12th Decernber 2024 eahia SNK Cash Bantr￿ Event
leo 16th Decernber 2024 Just GI￿n£The Hee
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161 23rd December 2024 Just GiwngThe Heera
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162 7th January 2025
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163 9th January 2025
Balbir Kandol
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Just GiwngThe HeeTr (bnation
165 4th Febuary 2025
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166 10th Febuary 2025 Balbir Kandola
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187 10th March 2025
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265
£265.ClJ
£4.90
£365.25
£0.98
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135
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Expenditure
1st May2024
17th May 2024
28th May 2024
28th May 2024
28th May 2024
28th May 2024
28th May 2024
28th May 2024
17th June 2024
27th June 2024
22nd july 2024
2*h JU￿ 2024
2*h Juw 2024
pha Works
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Anita Sohal
AnitA 5ohal
Raivinderjohal
Alpha Works
Ja5birJohal
Pavandeepjohal
Anita Sohal
pha Works
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A Sohal
Alpha Warks
Rent of knom frjr Men's Proje
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Men's Mental Health GroupTra%tl
Men's Mental Heahh Group Work
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£263.25
£44.89
£￿).
£30.LX)
£60.
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£42.
£144.9)
io
Men'5 Mentsl Heath Group Travel
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149.18
£91.62
£60.(X>
14
Men's Mentsi Heath Grwp
Rent ol Fttsom for Men's MÈntsl Health Pfoleci
IIEI
18 29th Juty 2024
1st August 2024
18 1st August 2024
19 1st Au8USt 2024
1st Au8U5t 2024
5th August 20211
5th August 2024
28th August 2024
17th Sep 2024
17th September202
26 30th Sep 2024
2T
1st Oci 2024
3rd Ortober2024
7rh Ortober2024
A kjhal
Raivinderjohal
Raivinderjohal
My SolLrtion Wel￿1
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Matthew Skinner
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Social Medki
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£20.(X>
£30.(X>
£30.(X>
£240.
£25.LX)
£16.85
£70.
21
Men's Mentsl HeahhGroup
Rent of R¢)om lor Men's Mentsl Health ProjeLt
Expense5
Men'5 Mental HeahhGrrJup
Sxial Med￿1
25
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