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2023-03-30-accounts

Trustees’ Annual Report for the period

From Period start date 31.03.2022 To Period end date 30.03.2023

Charity name: Neeraj Family Foundation Trust

Charity registration number: 1194668

Objectives and Activities

SORP
reference
Summary of the
purposes of the
charity as set out in
its governing
document		 Para 1.17 The promotion of social inclusion among elderly
persons who are excluded from society because they
are house-bound, or who are unable to drive or easily
access public transport, by the provision of recreation
and leisure time facilities in the interests of social
welfare to tackle the social exclusion of the elderly in
the local area of Coventry.
The relief of those in need, by reason of youth, age, ill-
health, disability, financial hardship or other
disadvantage through the provision of grant funding
to provide relief for those in need of greater access to
health care, health treatment and education
throughout India.
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		 Objective to address social exclusion in Coventry:
We have now established the second year of the
Lotus Support Group, and have developed good
relationships with social prescribers. As a
consequence we have a minimum of 12-15 people
attend the fortnightly events. The Lotus Support
Group are now;

becoming more active in suggesting topics for
discussion, speakers to invite, activities to
engage with

developing friendships with each other, and
consequently welcoming one another with
more enthusiasm

actively sharing positive messages on the
group whatsapp, birthdays and other
celebrations
Objective to address those in need in India:

This year also enabled both of the charity founders, Mrs Uma Sharma and Mr Vijay Kumar to visit Onkar Mission in Jharkhand, India. They visited various projects, run by the Onkar Mission, which the Neeraj Foundation Family Trust has been actively funding, and also had the opportunity to donate to new projects. Statement confirming Para 1.18 https://www.gov.uk/guidance/public-benefit-rules-for- whether the trustees charities have had regard to The Neeraj Family Foundation Trust has had regard to the guidance issued the guidance issued by the Charity Commission on by the Charity public benefit, and ensures all activities are planned Commission on public and conducted for public benefit. benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Policy on grant making Para 1.38 Policy on social investment including program related Para 1.38 investment Contribution made by volunteers Para 1.38 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
Upwards of 50 people have been
supported by the Lotus Support Group
(the name given to the group in Coventry

∙ Beneficiaries have stated “sadness
disappearing / confidence resuming /
feelings of hope”, and have benefitted
with the fortnightly meeting of the Lotus
Group in the following ways;

∙ Reduced isolation

∙ Developing friendships with other
group members

∙ Meeting for coffee independently of
the Lotus Support Group
∙ Planning holidays with
friends they have made, as
a result of this support
group
∙ Social prescribers are being
supported, being able to
recommend clients to the Lotus
Support Group
∙ Family friends are also making
recommendations for people they
have identified as socially isolated
∙ The Onkar Mission have accepted our
donation, and apportioned the funds to;

Necessary aids for the elderly within
the care home

Books for school children

Water wells.

Additional information (optional) You may choose to include further statements where relevant about:

----- Start of picture text -----
 Established a quorum, who attend the support
group on a regular basis
Achievements against
objectives set Para
1.41
 Met our objective to make a donation to the Divine
Onkar Mission, one of the charities Neeraj
foundation family trust is engaged with, focussed
on the Prevention of Poverty.
Performance of
fundraising activities
against objectives set Para
1.41
Investment performance
against objectives Para
1.41
----- End of picture text -----

Other

Financial Review

Review of the charity’s
financial position at the end of
the period		 Para
1.21		 The financial position is positive, and has been
captured in the cc16a accounting statement
Statement explaining the
policy for holding reserves
stating why they are held		 Para
1.22		 This second year has been about further
development of the work in with isolated elderly
in the UK. The family have mostly funded this
themselves.
Amount of reserves held Para
1.22		 £4600
Reasons for holding zero
reserves		 Para
1.22
Details of fund materially in
deficit		 Para
1.24
Explanation of any
uncertainties about the charity
continuing as a going concern		 Para
1.23

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
The immediate family members, all of whom are
trustees, are the principal funders of the charity,
including Mrs U Sharma, Mr V Kumar and Mrs R
Narayan.
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		 Foundation Model 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		 Trustees may be appointed by a
resolution passed at a properly
convened meeting of the charity
trustees.

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

Relationship with any related parties

Para 1.51 Para 1.51

Other

Reference and Administrative details

Charity name Neeraj Family Foundation Trust
Other name the charity uses Lotus Support Group
Registered charity number 1194668
Charity’s principal address 125D Beechwood Avenue
Earlsdon
Coventry
CV56FQ

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)
Ranjna Narayan Trustee
Uma Sharma Chair
Vijay Kumar Trustee
Jaspreet Singh Trustee

Corporate trustees – names of the directors at the date the report was approved

Director name

Uma Sharma

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 held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for 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 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

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) Ranjna S Narayan

Full name(s) Ranjna Sharma Narayan Position (eg Secretary, Chair, etc) Secretary Date 22nd March 2023

Charity Name Charity Name i
Neeraj Family Foundation Trust
Rece
For the period from
Section A Receipts andpayme nts
Unrestricted funds
to the nearest £
A1 Receipts
11.04.22 Donation: Lawson E Mahal 100
19.10.22 Donation: Sharma Narayan(bench) 1,500
31.10.22 Donation: Cheque 1,000
26.12.22 Donation: S & S Dave 901
14.02.23: Donation: B Hayre 85
15.02.23: Donation: Angela Bir 500
16.02.23: Donation: Shashi Bedi 120
17.02.23: Donation: S Ghaiwal 100
17.02.23: Donation SKS Sharma 100
24.02.23: Donation: S Dave 501
16.03.23: Donation: Biant Manak 205
16.03.23: Donation Sewa Singh 120
19.03.23: Donation: Gurinder Parmar 400
22.03.23: Donation: Baljit Singh 103
24.03.23: Donation: A Pala 101
-
Sub total(Gross income for AR) 5,836
A2 Asset and investment sales, (see table).
-
-
Sub total -
Total receipts 5,836
A3 Payments
04.12.22: Xmas Charity Party 8
04.12.22: Xmas Charity Party 97
04.12.22: Xmas Charity Party 50
15.12.22: Cheque donation to Onkar Mission 501
22.12.22: Cov Citycouncil(bench) 1,500
03.01.23: Costco charitysupplies 03.01.23: Costco charitysupplies 43 d

a
04.02.23: Costco charitysupplies 22
Sub total 2,221
A4 Asset and investment purchases, (see
table)
-
-
Sub total -
Totalpayments 2,221
Net of receipts/(payments) 3,615
A5 Transfers between funds -
A6 Cash funds lastyear end -
Cash funds thisyear end 3,615
Section B Statement of assets and liabilities a t the en
Categories Details
B1 Cash funds
T
(agree balances with receipts
Details
B2 Other monetary assets
Details
B3 Investment assets
Details Details
B4 Assets retained for the charity’s own
use
Details
B5 Liabilities
Signed by one or two trustees on behalf of all the
trustees		 Signature
Ranjna S Narayan

No (if any) 1194668 ipts and payments accounts CC16a

Period start date Period end date To 31.03.22 30.03.23

No (if any)
1194668
ipts andpayments accounts		 No (if any)
1194668
ipts andpayments accounts		 No (if any)
1194668
ipts andpayments accounts		 No (if any)
1194668
ipts andpayments accounts		 No (if any)
1194668
ipts andpayments accounts		 No (if any) No (if any) CC16a
1194668
Period start date To Period end date
31.03.22 30.03.23
Restricted funds Endowme
nt funds		 Total funds Last year
to the nearest £ to the
nearest £		 to the nearest £ to the
nearest £
- - 100 -
- - 1,500 -
- - 1,000 -
- - 901 -
- - 85 -
- - 500 -
- - 120 -
100
100
501
205
120
400
103
101
- - - -
- - 5,836
- - -
- - - -
- - - -
- - 5,836
- - 8 -
97
50
501
1,500
T 43
- - 22 -
- - 2,221 -
- - -
- - -
- - -
- - 2,221 -
- - 3,615 -
- - - -
- - - -
- - 3,615 -
d of theperi od
otal cash funds
andpayments account(s))		 Unrestrict
ed funds		 Restricted funds Endowme
nt funds
to nearest £ to nearest £ to nearest £
- - -
- - -
- - -
~~Areement~~ - - -
~~g~~
Error		 OK OK
Unrestrict
ed funds		 Restricted funds Endowme
nt funds
to nearest £ to nearest £ to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Fund to
which asset
belongs		 Cost (optional) Current
value
(optional)
- -
- -
- -
- -
- -
Fund to
which asset
belongs		 Cost (optional) Current
value
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Fund to
which
liability
relates		 Amount due
(optional)		 When due
(optional)
-
-
-
-
-
Print Name Date of
approval
Ranjna S Narayan 22.03.24