## **Trustees’ Annual Report for the period** ## **From 02/06/2022 To 01/06/2023** ## **Charity name: HRIDAYAM FOUNDATION** ## **Charity registration number: 1195240** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|_The relief of sickness and preservation of health_
_of persons living in Southern Asia, by the_
_provision of_
_healthcare and equipment, particularly for those_
_unable to afford such help, primarily, but not_
_exclusively_
_to prevent and treat heart disease._
_To advance the education of the public, in the UK_
_and Southern Asia, primarily, but not exclusively,_
_in the subject of heart disease._| |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|_Provides services for:_
_1. Advancing health or the saving of lives_
_2. Health or treatment centre_
_3. Professional training_
_Makes grants to individuals and organisations_| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|_It is to confirm that the trustees have had regard_
_to the guidance issued by the Charity_
_Commission on public benefit._| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|_The trustees adhered to and followed the_
_grant making policy of the charity, where_
_applicable._| |Policy on social investment
including program related
investment|Para 1.38|_Not applicable_| |Contribution made by
volunteers|Para 1.38|_The volunteers worked very hard to get_
_the charity’s activities on track to_
_recovery from the pandemic, following on_
_from phase 1 in March 2022 to phase 2,_| _3 and finally 4 by March 2023._ 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|_In 2022-2023, the key focus of the charity was_
_to restart activities and ongoing recovery from_
_the pandemic, besides establishing connection_
_with patients who had lost contact._
_The weekly online and ad hoc face to face_
_activities, along with large programmes helped_
_establish the performance levels almost to pre-_
_pandemic levels, including educational / CPD_
_events._
_Our main achievements during 2022-23 are:_
_1. Enhanced level of contact with patients_
_with continued reassurance about our_
_commitment and services towards them._
_2. Enhanced provision of free monthly_
_medications to adopted patients._
_3. Establishment of weekly ad hoc and_
_programmed large events, including_
_outreach into rural areas, with careful_
_emphasis on COVID protocols where_
_necessary._
_4. Expansion of online services._
_5. Better medicines management._
_6. Organising accredited Webinars and_
_meetings for healthcare professionals,_
_across UK and India._
_7. Providing free evidence-based opinion_
_and advice to other heart disease_
_patients._
_8. Flu vaccination campaign January 2023._
_9. Making plans for 2023-24, including_
_expanding teaching/training and visiting_
_volunteers’ programme._
_10. Reviewing our policies on working with_
_service providers in the region and India_
_for services like investigations and_
_treatment, especially complex/advanced_
_procedures._| **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|_As above._| |---|---|---| |Performance of fundraising
activities against objectives
set||_We did a small amount of fundraising during_
_this year, amounting to £300. This was in_
_line with our policies and procedures and_| ||Para 1.41|_charity commission and UK fundraising_
_regulator guidelines._| |---|---|---| |Investment performance
against objectives|Para 1.41|_The charity did not make any major_
_investments during the year, with emphasis_
_on key objectives, especially continued_
_recovery from the pandemic and safe_
_restarting of services, medicines provision,_
_online services and educational activities._| |Other||_None._| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|_The Charity is in a stable financial position at_
_the end of FY 2022-23, with a gross bank_
_balance of £9906.20 as on 01/06/2023._
_With expanding scope of activities, the_
_expenses are likely to go up in the coming_
_year and this is under constant review._| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|_The Charity have a policy for holding_
_reserves based on 12 months expenditure._
_This is held as (£3000) in the Charity bank_
_account as part (approx 30%) of overall_
_balance and is reviewed every year._| |Amount of reserves held|Para 1.22|_£2500_| |Reasons for holding zero
reserves|Para 1.22|_NA_| |Details of fund materially in
deficit|Para 1.24|_NA_| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|_No concerns._| ## **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|| |---|---|---| |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|_CIO Foundation Constitution_| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|_CIO, registered 21/07/2021_| |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|_As per Charity constitution clauses 9-13:_
_(1) Apart from the first charity trustees, every_
_trustee must be appointed for a term of three_
_years by a resolution passed at a properly_
_convened meeting of the charity trustees._
_(2) In selecting individuals for appointment_
_as charity trustees, the charity trustees must_
_have regard to the skills, knowledge and_
_experience needed for the effective_
_administration of the CIO._| ## **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|_As per Constitution._| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|_As per Constitution._| |Relationship with any related
parties|Para 1.51|_MOU with Hridayam Foundation, India._| |Other||_None._| ## **Reference and Administrative details** |Charity name|_Hridayam Foundation_| |---|---| |Other name the charity uses|_x_| |Registered charity number|_1195240_| |Charity’s principal address|_4 The Oval_
_Wakefield_
_West Yorkshire_
_WF1 3QB, UK_| ||| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**| |---|---|---|---|---| ||Ashish Kumar Thakur|4 The Oval,
Wakefield. WF1
3QB. UK|NA|_As per CIO Foundation_
_Constitution clause 10 (New_
_Trustee Appointment):_
_Meeting of Charity Trustees_| ||Smita Thakur|4 The Oval,
Wakefield. WF1
3QB. UK|NA|_As per CIO Foundation_
_Constitution clause 10 (New_
_Trustee Appointment):_
_Meeting of Charity Trustees_| ||Mehala Kumar|X|NA|_As per CIO Foundation_
_Constitution clause 10 (New_
_Trustee Appointment):_
_Meeting of Charity Trustees_| ||Sugandh Sarvpriya|X|NA|_As per CIO Foundation_
_Constitution clause 10 (New_
_Trustee Appointment):_
_Meeting of Charity Trustees_| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved |**Director name**||| |---|---|---| |_Ashish Kumar Thakur_|_28/03/2024_|_Chair/CEO_| |_Smita Thakur_|_28/03/2024_|_Trustee/Director_| |||| |||| |||| |||| Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |_NA_||| |||| |||| |**Funds held as custodian trustees on behalf of others**||| |Description of the assets
held in this capacity|_NA_|| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|_NA_|| |Details of arrangements for
safe custody and
segregation of such assets|_NA_|| 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)** Ashish Kumar Thakur ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details _NA_ ## **Other optional information** _None_ ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Ashish Kumar Thakur|Smita Thakur| ||

Chair / CEO|Trustee/Director| ||28/03/2024|| ||28/03/2024|| **HRIDAYAM FOUNDATION 1195240 Receipts and payments accounts CC16a For the period** 6/2/2022 6/1/2023 **To from** |**Section A Receipts and payments**||||| |---|---|---|---|---| |**to the nearest £**
**A1 Receipts**
Donations to Bank Account
**2,400**
Charitable activities
**500**
Fundraising
**300**
**-**
**-**
**-**
**-**
**-**
**3,200**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 3,200**
**A3 Payments**
IT Upgrades
**250**
Flu vaccination campaign Grant
**300**
Medicines Grant
**1,200**
Tests
**250**
Stationery
**150**
Telephone
**100**
Medical Meetings
**250**
Miscellaneous
**140**
**-**
**_Sub total_ 2,640**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 2,640**
**_Net of receipts/(payments)_ 560**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ 560**
**Unrestricted**
**funds**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**2,400**
**500**
**300**
**-**
**-**
**-**
**-**
**-**
**3,200**
**-**
**-**
**-**
**3,200**
**250**
**300**
**1,200**
**250**
**150**
**100**
**250**
**140**
**-**
**2,640**
**-**
**-**
**-**
**2,640**
**560**
**-**
**-**
**560**|**Last year**
**to the nearest £**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||| |||||| |||||**-**| |||||**-**| |||||| |||||**-**| |||||| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||| |||||| |||||| |||||**-**| |||||| |||||**-**| |||||| ||**-**|**-**|**560**|**-**| ||**-**|**-**|**-**|**-**| ||**-**|**-**|**-**|**-**| ||**-**|**-**|**560**|**-**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Bank Balance
**Details**
None
**Details**
None
**Details**
None
**Details**
None
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**6,906**
**3,000**
**-**
**-**
**-**
**-**
**6,906**
**3,000**
ok
ok
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Ashish Kumar Thakur
Smita Thakur
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Ashish Kumar Thakur|3/28/2024| |||Smita Thakur|3/28/2024|