Trustees’ Annual Report for the period
From 01/07/2021 Period start date To 30/06/2022 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 |
| 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
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 |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | Charitie’s financial position at the end of the period has been completed, with income of £311 in theperiod and £0 expenditure. |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | The Charity aims to hold reserves equal to 3 months of operating expenditure and also in the event for anyunplanned 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 |
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 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
| Charityname | SHAHEED JASWANT SINGH KHALRA HERITAGE TRUST |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1190347 |
| Charity’s principal address | 6 Roseary Close West Drayton UB7 7EY |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| 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
Funds held as custodian trustees on behalf of others
Description of the assets None. held in this capacity
Name and objects of the None. charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for None. 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
None.
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) Amarjit Singh Khalra Full name(s) Amarjit Singh Khalra Position (eg Secretary, Chair Chair, etc) Date 31/05/2023