Trustees’ Annual Report for the period
From Period start date 31.03.2023 To Period end date 30.03.2024
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: This is year three of running the Lotus Support Group, and we continue to maintain our good relationships with social prescribers. There are an average of 15 people who attend the fortnightly events, with a quorum of 12 who attend. The Lotus Support Group are; - self organising, so that the trustees do not always need to be |
| present - actively suggesting topics for discussion, speakers to invite, activities to engage with - developing deeper friendships with each other - actively sharing positive messages on the group whatsapp, birthdays and other celebrations Other significant events the charity has been involved with this year include; - May 2023: Diabetes Awareness Day, organised in collaboration with the Mercia Lions Club - August 2023: Lotus Group visit to Buxton - May 2023 & Jan 2024: Celebration of two of our Lotus Group Members turning 90. |
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|---|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | https://www.gov.uk/guidance/public- benefit-rules-for-charities The Neeraj Family Foundation Trust has had regard to the guidance issued by the Charity Commission on public benefit, and ensures all activities are planned and conducted for public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
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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 | Key events that the Lotus Group have enjoyed include; # Hazel Carter, author of “Life’s good, it’s the disease that’s the problem” visiting # Alka Gandhi, retired magistrate sharing her experiences |
Information on Mental Health Services & the role of crisis health teams # Reverend Rachel on motivation exercises to move yourself away from negative thought # Day trip / Reflections of Buxton # Neurographic art session # Earlsdon Echo reporting sharing the history of the paper, and reporting on the group # Two of our group members celebrating turning 90 #Celebrating religious festivals: Easter, Baisakhi, Eid, Diwali, Christmas. These events have not only delighted everyone attending, but have invited each to engage, reflect and share their own experiences on all subjects.
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
- Established a quorum, who attend the support group on a regular basis - Met our objective to make a donation to the Divine Onkar Mission, one of the charities Neeraj foundation family trust is engaged with. |
|---|---|---|
| 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 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 third year continues the work with isolated elderly in the UK. |
| 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. We have kindly received some additional donations from extended family and some of the attendees of the Lotus Group. |
|---|---|---|
| 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: |
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|---|---|---|
| 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 |
Para 1.51 | |
| Relationship with any related parties |
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 |
Nam e of pers on (or body ) entitl ed to appo int trust ee (if any) |
|---|---|---|---|---|
| Ranjna Narayan | Trustee | |||
| Uma Sharma | Chair | |||
| VijayKumar | 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 |
Type of adviser Name Address |
Type of adviser Name Address |
|
|---|---|---|---|
| Name of chief executive or names of senior staff members (Optional information) |
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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 Secretary, Chair, etc) Date 22nd March 2023
Charity Name
Neeraj Family Foundation Trust
c
~~Receipts and paymen~~ Period start date 01.03.23
For the period from
Section A Receipts and paymentsUnrestricted funds to the nearest £
Restricted funds
to the nearest £
A1 Receipts
| A1 Receipts | A1 Receipts | A1 Receipts | £ | to the nearest £ | ||||
|---|---|---|---|---|---|---|---|---|
| 23.05.23: Donation: M Nanna | 50 | - | ||||||
| 18.07.23: Donation: D Purewal | 20 | - | ||||||
| 18.07.23: Donation: D Tibbitts | 20 | - | ||||||
| 27.07.23: Donation: Cash | 801 | - | ||||||
| 15.08.23: Donation: A Gandhi ~~25.09.23: Donation: Mr Dave (c/o~~ |
60 | - | ||||||
| R Narayan) | 100 | - | ||||||
| 09.10.23: Wolverhampton DS | 100 | - | ||||||
| 07.11.23: Cash -groupdonations | 1,087 | |||||||
| 14.11.23: Cheque | 1,000 | - | ||||||
| 27.12.23: Cash | 100 | |||||||
| 13.03.24: Cheque Sub total(Gross income |
101 | |||||||
| for AR) | 3,439 | - | ||||||
| ~~A2 Asset and investment~~ | ||||||||
| sales, (see table). | ||||||||
| - | - | |||||||
| - | - | |||||||
| Sub total | - | - | ||||||
| Total receipts | 3,439 | - |
A3 Payments
| A3 Payments | |||
|---|---|---|---|
| 06.04.23: U Sharma: group | 170 | - | |
| ~~expenses~~ 06.04.23: Coventry Mercia Lions ~~donation~~ 06.04.23: Scout Insurance for ~~charities~~ ~~23.05.23: Jharkhand Ramgarh~~ |
100 110 |
- | |
| children's school | 800 | ||
| 08.09.23: Coach payment 25.05.23: Tesco (Lotus group ~~expenses)~~ |
20 530 |
- | |
| 14.08.23: Cheque payment | 100 | ||
| 18.09.23: group expenses | 4 | ||
| 17.10.23: group expenses | 3 | ||
| 23.10.23: Group expenses | 45 | ||
| 12.11.23: group expenses | 26 | ||
| 15.11.23: group expenses | 32 | ||
| 13.12.23: Onkar Mission donation | 501 |
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Sub total 2,439 -
A4 Asset and investment
purchases, (see table)
- -
- -
Sub total - -
Total payments 2,439 -
et of receipts/(payments) 1,000 -
A5 Transfers between fund - -
A6 Cash funds last year end 4,601 -
Cash funds this year end 5,600 -
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Section B Statement of assets and liabilities at the end o
Categories Details
B1 Cash funds
Total cash funds
(agree balances with receipts and payments account(s))
Details
B2 Other monetary assets
Details
B3 Investment assets
Details
B4 Assets retained for the charity’s own use
Details
B5 Liabilities
Signed by one or two trustees on behalf of all the
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Signature
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No (if any) 1194668
~~nts accounts~~
Period end date To 31.03.24
CC16a
Endowment funds
| Endowment | ||
|---|---|---|
| to the nearest £ - - - - - - - - - funds |
Total funds to the nearest £ 50 20 20 801 60 100 100 1,087 1,000 100 101 3,439 |
Last year to the nearest £ |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | 3,439 | - |
| - | - | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | ||||||||
| - | - | - | ||||||||
| - | 3,439 | - | ||||||||
| - | 170 | - | ||||||||
| 100 | ||||||||||
| - | 110 | - | ||||||||
| 800 | ||||||||||
| - | 20 | - | ||||||||
| 530 | ||||||||||
| 100 | ||||||||||
| 4 | ||||||||||
| 3 | ||||||||||
| 45 | ||||||||||
| 26 | ||||||||||
| 32 | ||||||||||
| 501 |
-
2,439
-
| - | - | ||||||
|---|---|---|---|---|---|---|---|
| - | - | ||||||
| - | - | ||||||
| - | 2,439 | ||||||
| - | 1,000 | ||||||
| - | - | ||||||
| - | 4,601 | ||||||
| - | 5,600 |
-
-
| of the period | ||
|---|---|---|
| to nearest £ - - - - Unrestricted funds ~~Agreement~~ Error |
to nearest £ - - - - OK Restricted funds |
to nearest £ Endowment funds |
| - | ||
| - | ||
| - | ||
| - | ||
| OK |
Unrestricted to nearest £funds
Restricted to nearest £funds
Endowment to nearest £funds
| to nearest £ Unrestricted funds |
to nearest £ Restricted funds |
to nearest £ Endowment funds |
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Fund to which asset belongs
Fund to which asset belongs
Current value (optional)
Cost (optional)
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Current value (optional)
Cost (optional)
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Fund to which ~~liability relates~~
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Print Name
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Amount due ~~(optional)~~ -
When due ~~(optional)~~
Date of approval