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2025-03-30-accounts

Trustees’ Annual Report for the period

From Period start date 01.04.24 To 31.03.25 Period end date

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
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:

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 Other significant events the charity has
been involved with this year include;

June 2024: Coventry Mind
“Gardening Bird seeds”

August 2024: Lotus Group visit to
Rutland Water

November 24: Arts Therapy
session

November 24: Cancer Awareness,
in collaboration with Lions Club

Birthday celebrations throughout
the year with food sharing,
singing, and life story-telling.

Earlsdon Echo reporting on the
charity
#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:		 Additional information (optional)
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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 £8313
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:		 Additional information (optional)
You may choose to include further statements where relevant about:		 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		 Name of person (or body) entitled
to appoint trustee (ifany)
Ranjna Narayan Trustee
Uma Sharma Chair
VijayKumar Trustee
Jaspreet Singh Trustee Resigned
Varsha Thakrar Trustee November 2024
Arjun Narayan Trustee October 2024

– 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 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

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

31.01.26

Charity Name Neeraj Family Foundation Tr c For the period fro

Section A Receipts and payments Unrestricted funds to the nearest £ A1 Receipts 2,501 04.07.24: S Dave donation 40 01.08.24: B Hayre 16 12.08.24: B Langford 333 15.08.24: donation 250 15.08.24: donation 58 15.08.24: donation 51 15.08.24: donation 100 15.08.24: donation 25 26.09.24: G Barnacle 25 26.09.24: D Purewal 50 26.09.24: J Gill 50 28.09.24: V Bedi 51 29.09.24: J Jamall 1,000 23.11.24: donation 250 23.12.24: donation 101 10.01.25: Select Sourcing

Sub total(Gross income for AR) 4,901
A2 Asset and investment sales, (see table).
-
-
Sub total -
Total receipts 4,901
A3 Payments
17.04.24: Scout Insurance Services 131
30.05.24: Costco groceries 43
14.08.24: Lal & Sons groceries 19
15.08.24: Melton Mowbray trip 16
15.08.24: Harbour Down 21
19.08.24: Donation to charity 600
15.09.24: Wix.com website subscription 259

15.09.24: Wix.com url 30 23.09.24: Gosh Charity 13 24.11.24: Divine Onkar Mission donation 301 27.11.24: admin 2 06.12.24: Costco 103 09.12.24: 51 19.12.24: Lions Club 500 27.01.25: Payment 101 Sub total 2,188 A4 Asset and investment purchases, (see table) - - Sub total - Total payments 2,188 Net of receipts/(payments) 2,188 A5 Transfers between funds -

A6 Cash funds last year end

- Cash funds this year end 5,600 Section B Statement of assets and liabilities at the end of the

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Categories Details
B1 Cash funds
(agree
Details
B2 Other monetary assets
Details
B3 Investment assets
Details
B4 Assets retained for the charity’s own use
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Details B5 Liabilities Signed by one or two trustees on behalf of all the trustees S Ranjna S Narayan

rust
Receipts andpayments accounts		 rust
Receipts andpayments accounts		 rust
Receipts andpayments accounts		 rust
Receipts andpayments accounts		 rust
Receipts andpayments accounts		 No (if any)
om Period start date To Pe
01.04.24
Restricted funds Endowment funds
to the nearest £ to the nearest £
- -
- -
- -
- -
- -
- -
- -
- -
period
Unrestricted funds
to nearest £
-
-
Total cash funds 5,600
e balances with receipts andpayments account(s)) OK
Unrestricted funds
to nearest £
-
-
-
-
-
-
Fund to which asset belongs
Fund to which asset belongs
Fund to which liability
relates
Signature Print Name
Ranjna S Narayan
1194668
riod end date
31.03.25		 CC16a
Total funds Last year
to the nearest £ to the nearest £
2,501 -
40 -
16 -
333 -
250 -
58 -
51
100
25
25
50
50
51
1,000
250
101
4,901 -
-
- -
- -
4,901 -
131 -
43
19
16
21
600
259
30
13
301
2
103
51 -
500
101 -
2,188 -
-
-
-
2,188 -
2,188 -
- -
5,600 -
5,600 -
Restricted funds Endowment funds
to nearest £ to nearest £
- -
- -
- -
- -
OK OK
Restricted funds Endowment funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Cost (optional) Current value (optional)
- -
- -
- -
- -
- -
Cost (optional) Current value (optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Amount due (optional) When due (optional)
-
-
-
-
-
Date of approval
30.01.26