## **Trustees’ Annual Report for the period** **From 10/07/2020 Period start date To 30/06/2021 Period end date** **Charity name: SHAHEED JASWANT SINGH KHALRA HERITAGE TRUST** **Charity registration number: 1190347** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1-THE PREVENTION OR RELIEF OF
POVERTY, FINANCIAL HARDSHIP,
DISTRESS AND SUFFERING AMONG
POOR PEOPLE, WIDOWS, ORPHANS
AND OTHER PEOPLE IN NEED, BY
PROVIDING OR ASSISTING IN THE
PROVISION OF EDUCATION, TRAINING,
AND ALL OTHER NECESSARY SUPPORT
DESIGNED TO ENABLE INDIVIDUALS TO
GENERATE A SUSTAINABLE INCOME
AND BE SELF-SUFFICIENT. 2-TO
PROMOTE THE HISTORY,CULTURE AND
HERITAGE OF SIKH FAITH FOR THE
BENEFIT OF THE PUBLIC MAINLY, BUT
NOT EXCLUSIVELY, BY THE
PUBLISHING OF RELATED MATERIALS
AND THE UNDERTAKING OF EVENTS
AND ACTIVITIES TO TEACH AND
ENLIGHTEN THE PEOPLE ABOUT SIKH
HISTORY AND HERITAGE.| |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|**What the charity does:**
General Charitable Purposes
Education/training
The Prevention Or Relief Of Poverty
Arts/culture/heritage/science
**Who the charity helps:**
Children/young People
Elderly/old People
The General Public/mankind
**How the charity helps:**
Makes Grants To Organisations
Provides Services
Provides Advocacy/advice/information
**Where the charity operates:**
Throughout England And Wales
India| 1 ||||| |---|---|---|---| ||Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees have referred, reviewed and
adhered to the guidance issued and
contained in the Charity Commission’s
general guidance on public benefit when
reviewing the charity’s aims and objectives,
and in planning its future activities. In
particular, the trustees consider
how planned activities will contribute to the
aims and objectives that have been set.
The Trustees have concluded that:
• The aims of the Charity continue to be
charitable.
• The aims and work done give identifiable
benefits to the charitable sector both
directly and indirectly to individuals in need.
• The benefits are for the public, are not
unreasonably restricted in any way and
certainly not by ability to pay; and there is
no detriment or harm arising from these
aims or activities.| ## **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 2 ## **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|Started the raising of funds enabling the
Charity to now look at identifying children
from very poor families and sponsoring
education in India, as concerns grow with
alcohol and drug addiction increasing
dramatically.
Visiting India and speaking to a village
counsel about supporting a local sports
stadium in the future, which will help
hundreds of students mentally.
A website is near completion so that people
can donate and see the progress as it
happens, http://jskheritagetrust.org.| ## **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||| 3 ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Charitie’s financial position at the end of the
period has been completed, with income of
£2,500 in the period and £0 expenditure.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Charity aims to hold reserves equal to
3 months of operating expenditure and also
in the event for any unplanned expenditure.| |Amount of reserves held|Para 1.22|At least equal to 3 months of operating
expenditure.| |Reasons for holding zero
reserves|Para 1.22|Not applicable.| |Details of fund materially in
deficit|Para 1.24|No funds materially in deficit.| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|No uncertainties about the charity
continuing as a going concern.| ## **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|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| 4 ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust deed| |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|As explained in the governing document.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|SHAHEED JASWANT SINGH KHALRA HERITAGE TRUST| |---|---| |Other name the charity uses|| |Registered charity number|1190347| |Charity’s principal address|6 Roseary Close
West Drayton
UB7 7EY| ||| 5 **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Amarjit Singh
Sandhu|||| ||Parmjit Kaur Singh|||| ||Satbir Singh
Sandhu|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** 6 ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|None.| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|None.| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|None.| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**| |---|---|---| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members(Optional information)**||| |||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details None. ## **Other optional information** 7 ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Amarjit Singh Khalra **Full name(s)** Amarjit Singh Khalra **Position (eg Secretary,** Chair **Chair, etc) Date** 27/03/2023 8