## **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.**|
|---|---|---|---|
|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:
**----- Start of picture text -----**
SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
**----- End of picture text -----**
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:|||
|---|---|---|
|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|||
||||||
||||||
||||||
||||||
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– 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)**|||
|||||
## **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**|||
**----- Start of picture text -----**
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 -
**----- End of picture text -----**
## **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
**----- Start of picture text -----**
Signature
**----- End of picture text -----**
**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**|
|---|---|---|---|---|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
**Fund to which asset belongs**
**Fund to which asset belongs**
**Current value (optional)**
## **Cost (optional)**
**-**
**-**
**Current value (optional)**
**Cost (optional)**
|**-**||**-**|
|---|---|---|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|---|---|---|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
## **Fund to which** ~~**liability relates**~~
**----- Start of picture text -----**
Print Name
**----- End of picture text -----**
**Amount due** ~~**(optional)**~~ **-**
**When due** ~~**(optional)**~~
Date of approval