## **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
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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_**
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**(optional)**| |||||||**-**|||| |||||||**-**|||| |||||||**-**|||| |||||||**-**|||| |||||||**-**|||| ||||||||||| ||||Print Name||||||Date of
approval| ||||Ranjna S Narayan||||||22.03.24| |||||||||||