## **Trustees’ Annual Report for the period** ## **From 02/06/2023 To 01/06/2024** ## **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 for_
_vaccination campaigns and medications_
_provisions, as applicable._| |Policy on social investment
including program related
investment|Para 1.38|_Not applicable_| |Contribution made by
volunteers|Para 1.38|_The charity was able to recruit more_
_volunteers for working across its varied_
_scope of work this year with very satisfying_
_outcomes for its objectives and purposes,_
_aiming to deliver full range of activities, in the_| _last phase of its recovery from the pandemic._ 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|_Overcoming previous challenges, In 2023-2024_
_year, the charity was able to get back on track_
_resume its full scope of activities, in line with its_
_objectives and purposes, and expanded some_
_of its key services to build upon the successes_
_and feedback from 20222-2023, especially_
_remote consultations and advice to needy_
_patients finding difficult to travel or with socio-_
_cultural or language barriers._
_A range of educational / CPD events (mainly_
_online were arranged with wide range of_
_appreciation from attendees._
_Our key achievements during 2023-24 are:_
_1. Connecting back with many patients_
_who we had lost touch with during the_
_pandemic, as part of our phased return_
_to usual activities plans._
_2. Better financial management of free_
_monthly medications and tests for the_
_neediest patients._
_3. Regular running of weekly (ad hoc) and_
_monthly programmed large events,_
_entirely free of cost._
_4. Enhanced outreach into semiurban and_
_rural areas, running screening_
_programmes._
_5. Better and enhanced uptake of online_
_services._
_6. Better adherence to policies and_
_mandatory training._
_7. Installation of Automated External_
_Defibrillator (via donation)._
_8. Organising accredited Webinars and_
_meetings for healthcare professionals,_
_across UK and India, focussing on_
_Cardiovascular diseases, Diabetes,_
_Weight Management, Sudden Cardiac_
_Death, and CPR awareness._
_9. Providing free evidence-based opinion_
_and advice to other heart disease_
_patients like 2022-2023._
_10. Flu vaccination campaign January 2024._
_11. Expanding teaching/training and_
_overseas visiting volunteers’ programme_
_for Summer 2024 in UK and India._
_12. Further strengthening our policies on_
_working with service providers in the_
_region and India._
_13. Promoting Health education and public_| _awareness campaigns. 14. Addressing socio-cultural and mental health issues to help the patients under our care as holistically as possible. 15. Applying the learnings from the Charity Commission January 2024 event for charities operating overseas, to further strengthen our understanding, position, reputation, financial management and overall operations, besides risk management._ ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|_As per above details._| |Performance of fundraising
activities against objectives
set|Para 1.41|_Our total fundraising was £225 this year, in_
_line with our policies and procedures and_
_charity commission and UK fundraising_
_regulator guidelines. We hope to increase_
_this in the coming year._| |Investment performance
against objectives|Para 1.41|_Like 2022-23, the charity did not make any_
_investments during the year, except_
_upgrading the necessary equipment and_
_tools as per requirements, keeping the focus_
_on our key objectives and varied scope of_
_work._| |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 2023-24, with a similar gross_
_bank balance of £9546.60 as on 01/06/2024._
_Our activities will expand further in the_
_coming year, and we are keeping a close_
_eye on our finances and reviewing things on_
_regular basis._| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|_The Charity has an ongoing policy for_
_holding reserves based on last one year’s_
_expenditures, held as a minimum of £3000_
_for exigencies in the Charity bank account as_
_part (30%) of overall balance and is_
_reviewed every year._| |Amount of reserves held|Para 1.22|_£3000_| |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|**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,_
_registered NGO (218/2019-Muzaffarpur)_| |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 (ifany)**| |---|---|---|---|---| ||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|21/03/2025|Chair/CEO| |Smita Thakur|21/03/2025|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)** Smita Thakur **Full name(s)** Ashish Kumar Thakur **Position (eg Secretary,** Chair / CEO Trustee/Director **Chair, etc) Date** 31/03/2025 ||**HRIDAYAM FOUNDATION**|**HRIDAYAM FOUNDATION**|**HRIDAYAM FOUNDATION**|**1195240**| |---|---|---|---|---| ||**For the period**
**from**|6/2/2023|**To**|6/1/2024| ## **Section A Receipts and payments** |**to the nearest £**
**A1 Receipts**
Donations to Bank Account
**2,100**
Charitable activities
**100**
Small Fundraising
**225**
**-**
**-**
**-**
**-**
**-**
**2,425**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 2,425**
**A3 Payments**
IT Upgrades
**250**
Vaccination campaign Grant
**300**
Medicines
**1,400**
Tests
**260**
Stationery
**75**
Telephone
**100**
Medical Meetings
**250**
Miscellaneous
**152**
**-**
**_Sub total_ 2,787**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 2,787**
**_Net of receipts/(payments)_ - 362**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ - 362**
**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 £**
**2,100**
**100**
**225**
**-**
**-**
**-**
**-**
**-**
**2,425**
**-**
**-**
**-**
**2,425**
**250**
**300**
**1,400**
**260**
**75**
**100**
**250**
**152**
**-**
**2,787**
**-**
**-**
**-**
**2,787**
**- 362**
**-**
**-**
**- 362**|**Last year**
**to the nearest £**| |---|---|---|---|---| |||||**2,400**| |||||**500**| |||||**300**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**3,200**| |||||| |||||| |||||**-**| |||||**-**| |||||| |||||**3,200**| |||||| |||||**250**| |||||**300**| |||||**1,200**| |||||**250**| |||||**150**| |||||**100**| |||||**250**| |||||**140**| |||||**-**| |||||**2,640**| |||||| |||||| |||||| |||||**-**| |||||| |||||**2,640**| |||||| ||**-**|**-**|**- 362**|**560**| ||**-**|**-**|**-**|**-**| ||**-**|**-**|**-**|**-**| ||**-**|**-**|**- 362**|**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**
**-**
**-**
**-**
**-**
**6,546**
**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|3/31/2025| |||Smita Thakur|3/31/2025|