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2025-02-28-accounts

Charity registration number 1188154 (England and Wales)

THE SHANTY TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 28 FEBRUARY 2025

THE SHANTY TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees J Manson (Chair & Treasurer)
E Boot
M Cassidy
C McMurdie
H Bratchell
Charity number (England and Wales) 1188154
Principal address The Cedars
Pix Farm Lane
Hemel Hempstead
HP1 2RY
Independent examiner Harling & Kirk Accountants Limited
4 Bowden Lane
High Wycombe
Buckinghamshire
HP11 1DL
Bankers CAF Bank Ltd
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4JQ

THE SHANTY TRUST

CONTENTS

Page
Trustees' report 1 - 4
Independent examiner's report 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8 - 12

THE SHANTY TRUST

TRUSTEES' REPORT FOR THE YEAR ENDED 28 FEBRUARY 2025

The trustees present their annual report and financial statements for the year ended 28 February 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)".

Objectives and activities Summary of Purposes

The relief of poverty for the public benefit particularly, but not exclusively, in Kolkata, India, by providing grants to individuals in need and/or charities or other organisations working to relieve poverty.

The trustees are confident in the public benefit as defined by the Charity Commission.

Summary of Main Activities for 2024 - 2025

Fundraising to support projects run in Kolkata India by Indian NGO, Tiljala Society for Human and Educational Development.

1. Overseeing fundraising through the GlobalGiving crowdfunding platform.

2. Funds for Rights and Entitlements Programme now provided by the Syncona Foundation.

THE SHANTY TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

Achievements and performance

1. India Based Fundraising. The Shanty Trust aims to help Tiljala SHED become fully independent of Shanty Trust funds and the flow of foreign funds in general. It is only by virtue of TS’s FCRA (Foreign Contribution (Regulation) Act) authority that it is able to receive funds from outside India at all. The Government of India is very sensitive to foreign funding for their nonprofits and is always ready to withdraw FCRA if an organisation transgresses. TS needs to find sustainable and local funding in India. ST fully supports this shift and is actively helping TS to engage with Indian corporates and grant-giving entities.

2. Mr BEAST and impact on ST funds. In March 2024, thanks to a well-connected local supporter of TS, a team from Beast Philanthropy (Mr BEAST is one of the world’s most followed YouTubers) visited Tiljala SHED and made a short video now viewed 19.1 million times. For Shanty Trust this made a difference as a lot of the donations generated by the video came through GlobalGiving. Many of those were small regular donations which continue up to the present. Most of the donations came into the four main programmes but there has been some unrestricted funding too. As well as the video, Beast Philanthropy donated a large sum (about $100,000) to run the programmes for a year. This gave TS the opportunity to expand its programmes, take on new staff and build capacity in other ways. All this was possible without the regular injections of funds from ST. For a year or so. The other incidental outcome of the Beast video is increased interest and donations from Indian corporates. So TS is in a stronger place than it was. However, it will still need to plug funding shortfalls from ST for the foreseeable future.

3. Vocational Support The Shanty Trust has taken a special interest in the young women amongst the beneficiaries who have undertaken stitching and tailoring training. Stitching provides business opportunities for women from very traditional communities who may not be able to seek job opportunities outside the home or the immediate community. This is widely recognised in Kolkata and a number of nonprofit training centres offer stitching training to youngsters from deprived backgrounds. However, there are expenses which are not covered by these training centres e.g. transport costs, fabric, basic equipment (scissors, tape measures, thread etc) and sewing machines (for those who choose to become self-employed). So the Shanty Trust has set up a new funding stream through the Global Giving platform so that these girls get the practical and financial support they need to pursue this vocational training.

4. Funds for Rights and Entitlements . With Syncona’s vital support, the Rights and Entitlements Programme has flourished. 25 Self-Help Groups (SHGs) are now active across six communities, empowering women through collective savings and lending. Beyond financial inclusion, SHGs facilitate access to government entitlements: voter IDs, pensions, health schemes, scholarships, and more. They also advocate for community needs with significant impact.

In one community 3 SHGs petitioned for a concrete bridge after repeated accidents involving children. In Topsia, 4 SHGs successfully lobbied the Irrigation Department to restore another collapsed bridge. Chameli SHG led fire relief efforts, rescuing victims and organizing aid. Sathi SHG supported Hasina Bibi, a bereaved mother, with food, childcare, and electricity restoration.

In Park Circus and Mir Meher, SHGs protested the murder of a female doctor, demanding justice through placards and marches. Hosla SHG secured repair of a defunct water tap by engaging the local councillor, improving access to clean water.

These achievements reflect the SHGs’ growing confidence, solidarity, and ability to drive change, from infrastructure and emergency response to justice and basic amenities, transforming their communities through grassroots leadership.

THE SHANTY TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

5. Trustee Visit Jane visited Tiljala SHED in November 2024 and again in March 2025. The impact of the funds from BEAST Philanthropy is marked. All the programmes were thriving with new and highly capable staff both in the field and in the administration. There are new extra-curricular activities: guitar lessons, drawing lessons and scouts bringing fresh opportunities to ultra poor children that are normally only available in private education and for the middle classes. A database has been established to monitor the progress of all the children in Tiljala SHED’s education programmes, on the back of which internal exams have been introduced to help the children achieve better results in their government schools. Children with special needs are now easily identified and offered additional support and the more able children are also being nurtured and encouraged to set ambitious goals. Staff have been recruited to assist with fundraising, especially in the social media field, which means that Tiljala SHED is now successfully bringing in new funding from a range of corporates and other grant giving institutions in India. There is some way to go towards sustainability but there is positive progress here. Once again Jane was very impressed by the growing confidence of the women in the Self Help Groups who have gripped their collective powers to make positive changes within their communities.

An important aspect of any trustee visit to to scrutinise the use of donated funds and Jane always works closely with the management and the accounts team to ensure that donor funds are spent according to the terms of the donations.

Financial review

Details of the financial performance for the period are set out on pages 6 to 12.

The main source of income for The Shanty Trust are from donations made, the majority of which as noted above were received via the US based crowdfunding platform, Global Giving. The Shanty Trust also secured £20,000 from Syncona Ltd for 2 years funding of the Rights & Entitlements programme, of which £10,000 has been received this year (£10,000 having also been received last year). In total, £31,389 (2024: £31,650) was received during the period, with costs expended of £25,350 (2024: £37,074). £21,470 (2024: £30,344) of these costs were amounts distributed directly to Tiljala SHED to support their charitable work directly in India.

After the surplus for the year of £6,039 (2024: deficit of £5,424), there is a remaining reserve of £40,227 (2024: £34,188) to be carried forward and to be used in furtherance of the charity's objectives, with £35,044 (2024: £27,554) of this being restricted in nature.

Risks Facing the Charity

The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

The Shanty Trust has no assets other than cash at bank, and no liabilities apart from the items included within accruals. Jane Manson is the only executive and this is a voluntary role. Because of its nature, the Trustees do not consider it necessary for the charity to hold a set level of reserves or have a set reserves policy.

Plans for future periods

To continue to encourage local fundraising in Kolkata, and to encourage Tiljala SHED to look at sustainability and independence from foreign funds.

Meanwhile to continue to find funds for Rights and Entitlements as this is the backbone of our work.

To arrange further trustee visits to scrutinise the work and to encourage the staff there.

Structure, governance and management

The Shanty Trust is registered with the Charity Commission as of 24th February 2020 (Charity number 1188154). The charity is governed by its trust deed dated 16th December 2019.

THE SHANTY TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

The trustees who served during the year and up to the date of signature of the financial statements were: J Manson (Chair & Treasurer)

E Boot

M Cassidy C McMurdie H Bratchell

New trustees are appointed via recommendation by the existing trustees of the charity.

The trustees' report was approved by the Board of Trustees.

.............................. J Manson (Chair & Treasurer) Trustee Date: .............................................7th December 2025

THE SHANTY TRUST

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE SHANTY TRUST

I report to the trustees on my examination of the financial statements of The Shanty Trust (the charity) for the year ended 28 February 2025.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011.

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

Your attention is drawn to the fact that the charity has prepared the financial statements in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn. I understand that this has been done in order for the financial statements to provide a true and fair view in accordance with UK Generally Accepted Accounting Practice.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

F. Harling ACCA Harling & Kirk Accountants Limited

4 Bowden Lane High Wycombe Buckinghamshire HP11 1DL

Date: ............................

THE SHANTY TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 28 FEBRUARY 2025

Unrestricted
Restricted
funds
funds
2025
2025
Notes
£
£
Income from:
Donations and legacies
2
2,314
29,022
Investments
3
53
-
Total income
2,367
29,022
Expenditure on:
Raising funds
4
2,394
-
Charitable activities
5
1,486
21,470
Total expenditure
3,880
21,470
Net income/(expenditure)
(1,513)
7,552
Transfers between
funds
62
(62)
Net movement in
funds
(1,451)
7,490
Reconciliation of funds:
Fund balances at 29 February
2024
6,634
27,554
Fund balances at 28 February
2025
5,183
35,044
Total
Unrestricted
Restricted
funds
funds
2025
2024
2024
£
£
£
31,336
5,526
26,049
53
75
-
31,389
5,601
26,049
2,394
5,384
-
22,956
1,346
30,344
25,350
6,730
30,344
6,039
(1,129)
(4,295)
-
1,185
(1,185)
6,039
56
(5,480)
34,188
6,578
33,034
40,227
6,634
27,554
Total
2024
£
31,575
75
31,650
5,384
31,690
37,074
(5,424)
-
(5,424)
39,612
34,188

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

THE SHANTY TRUST

BALANCE SHEET

AS AT 28 FEBRUARY 2025

Notes
Current assets
Cash at bank and in hand
Creditors: amounts falling due within
one year
11
Net current assets
The funds of the charity
Restricted income funds
12
Unrestricted funds
2025
£
41,247
(1,020)
£
40,227
35,044
5,183
40,227
2024
£
35,208
(1,020)
£
34,188
27,554
6,634
34,188

The financial statements were approved by the trustees on .........................

.............................. J Manson (Chair & Treasurer) Trustee

THE SHANTY TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28 FEBRUARY 2025

1 Accounting policies

Charity information

The Shanty Trust was registered with the Charity Commission on 24th February 2020. The registered charity number is 1188154.

1.1 Basis of preparation

The financial statements have been prepared in accordance with the charity's governing document, the Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)". The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities not to prepare a statement of cash flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives unless the funds have been designated for other purposes.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

THE SHANTY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

1 Accounting policies

(Continued)

1.5 Expenditure

All expenditure is accounted for on an accruals basis as a liability is incurred.

Charitable activities expenditure comprises those costs incurred by the charity in the delivery of its activities and services to its beneficiaries and those costs necessary to support them.

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and other expenditure not directly related to the charitable activities.

1.6 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

2 Income from donations and legacies

Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
£ £ £ £ £ £
Donations and gifts 2,314 29,022 31,336 5,526 26,049 31,575

3 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Interest receivable 53 75

THE SHANTY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

4 Expenditure on raising funds
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Fundraising and publicity
Other fundraising costs 2,394 5,384
5 Expenditure on charitable activities
Charitable Charitable
activities activities
2025 2024
£ £
Direct costs
Grant funding of activities (see note 6) 21,470 30,344
Share of support and governance costs (see note 7)
Support 226 326
Governance 1,260 1,020
22,956 31,690
Analysis by fund
Unrestricted funds 1,486 1,346
Restricted funds - general 21,470 30,344
22,956 31,690
6 Grants payable
Charitable Charitable
activities activities
2025 2024
£ £
Grants to institutions:
The Tiljala SHED 21,470 30,344

THE SHANTY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

7 Support costs allocated to activities

Support costs allocated to activities
Bank charges
Governance costs
Analysed between:
Charitable activities
Governance costs comprise:
Accountancy
2025
£
226
1,260
1,486
1,486
2025
£
1,260
1,260
2024
£
326
1,020
1,346
1,346
2024
£
1,020
1,020

Governance costs includes payments to the independent examiners of £1,020 including VAT (2024: £1,020 including VAT).

8 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year.

9 Employees

There were no employees during the year or prior year.

10 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

11 Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
2025 2024
£ £
Accruals and deferred income 1,020 1,020

THE SHANTY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 28 FEBRUARY 2025

12 Restricted funds

The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

At 29 Incoming Resources Transfers At 28
February 2024 resources expended February 2025
£ £ £ £ £
Livelihood 4,742 10,926 (7,400) (452) 7,816
Emergency Food and Medicine - 2,940 (400) (451) 2,089
Girls Education 14,125 5,958 (3,816) (452) 15,815
General Education - 6,460 (1,552) 343 5,251
Covid Recovery Fund 8,687 - (6,045) - 2,642
Tailoring - 1,882 - (451) 1,431
Admin/office - 856 (2,257) 1,401 -
27,554 29,022 (21,470) (62) 35,044

The above restricted funds all relate to specific projects being undertaken by a charitable organisation in India called The Tiljala SHED.

13 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).