## **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)**
You may choose to include further statements where relevant about:|**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|**£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
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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** **----- Start of picture text -----**
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
**----- End of picture text -----**
**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| ||||| |||||