## **Trustees’ Annual Report for the period** ## **From 02/06/2024 To 01/06/2025** ## **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|_This 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 followed the grant making_
_policy of the charity for a range of activities_
_including clinical programmes, staff_
_expenses, vaccination campaigns and_
_medications provisions._
_It was much better compared with last few_
_years due to a large donation made to the_
_Charity in 2024-25, besides utilising_
_Charity’s own funds with a positive and high_
_impact on its scope and range of services._| |Policy on social investment|Para 1.38|_NA_| |including program related
investment||| |---|---|---| |Contribution made by
volunteers|Para 1.38|_The charity liaised with a range of_
_multiskilled volunteers for focussed initiatives_
_like: Visiting Students Programme, CPR_
_awareness campaigns, medicines_
_management, health education and_
_promotion and educational activities, besides_
_helping out with the core clinical_
_programmes and remote consultations, I'm_
_providing other help to patients and their_
_families._| |Other||_The volunteers also included students_
_visiting from Imperial College School of_
_Medicine for a summer programme,_
_undertaking a diverse range of activities and_
_assisting with programmes and gaining_
_valuable experience._| ## **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|_This year the charity ran its full scope of_
_activities, aiming to achieve its core objectives_
_and purposes, and expanded over to providing_
_overseas medical students volunteering_
_experience, better remote consultations, and_
_increased number of opinions to patients_
_finding difficult to travel or with socio-cultural or_
_language barriers._
_The services also expanded to include_
_metabolic conditions, especially diabetes and_
_weight management._
_There were highly successful educational /_
_CPD events, including the ones involving_
_medical students with excellent feedback._
_Our key achievements during 2024-25 include:_
_1. Full return to usual range of activities._
_2. Cost effective utilisation of funds for_
_charities services._
_3. Vaccination programmes._
_4. Hosting visiting medical students_
_volunteering programme summer 2024._
_5. Expanding online services to rural_
_areas._
_6. Trialling models of local CPR initiatives._
_7. Organising accredited Webinars and_
_meetings for healthcare professionals,_
_across UK and India, focussing on_
_Cardiovascular diseases, Diabetes,_
_Weight Management, Sudden Cardiac_
_Death, CPR awareness._
_8. Promoting Health education and public_
_awareness campaigns._| _9. Addressing wider needs like sociocultural and mental health issues in cardiac patients as much as possible. 10. Continue to applying the learnings from the Charity Commission good practice guidelines for operating overseas, to strengthen our understanding, position, reputation, financial management and overall operations, and 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 £113 this year, in_
_line with our policies and procedures and_
_charity commission and UK fundraising_
_regulator guidelines._| |Investment performance
against objectives|Para 1.41|_The charity did not make any investments_
_during the year, except necessary service_
_related costs._| |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 2024-25, with a gross bank_
_balance of £7371 as on 01/06/2025._
_Our activities are in a stable situation and we_
_continue to review this 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 (20-30%) 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|**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|11/03/2025|Chair/CEO| |Smita Thakur|11/03/2025|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**|6/2/2024|**To**|6/1/2025| |**Section A Receipts and payments**||||| |---|---|---|---|---| |**to the nearest £**
**A1 Receipts**
Donations to Bank Account
**13,200**
Charitable activities
**100**
Small Fundraising
**113**
**-**
**-**
**-**
**-**
**-**
**13,413**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 13,413**
**A3 Payments**
IT Upgrades
**-**
Vaccination Campaign Grant
**300**
Medicines
**4,700**
Tests
**300**
Stationery
**125**
Telephone
**100**
Medical Meetings
**50**
Miscellaneous
**-**
Clinical Services and related expenses
**10,000**
**_Sub total_ 15,575**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 15,575**
**_Net of receipts/(payments)_ - 2,162**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ - 2,162**
**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 £**
**13,200**
**100**
**113**
**-**
**-**
**-**
**-**
**-**
**13,413**
**-**
**-**
**-**
**13,413**
**-**
**300**
**4,700**
**300**
**125**
**100**
**50**
**-**
**10,000**
**15,575**
**-**
**-**
**-**
**15,575**
**- 2,162**
**-**
**-**
**- 2,162**|**Last year**
**to the nearest £**| |||||**2,100**| |||||**100**| |||||**225**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**2,425**| |||||| |||||| |||||**-**| |||||**-**| |||||| |||||**2,425**| |||||| |||||**250**| |||||**300**| |||||**1,400**| |||||**260**| |||||**75**| |||||**100**| |||||**250**| |||||**152**| |||||**-**| |||||**2,787**| |||||| |||||| |||||| |||||**-**| |||||| |||||**2,787**| |||||| ||**-**|**-**|**- 2,162**|**- 362**| ||**-**|**-**|**-**|**-**| ||**-**|**-**|**-**|**-**| ||**-**|**-**|**- 2,162**|**- 362**| ## **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 £**
**4,371**
**3,000**
**-**
**-**
**-**
**-**
**4,371**
**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|3/31/2026| |||Smita Thakur|3/31/2026|