CHARITY REPORT 2022-23
BUILDING FUTURES : EMPOWERING CHILDREN AND YOUNG PEOPLE
WWW.SHIVATRUST.ORG
FOREWORD 3 OUR IMPACT 4 OVERVIEW 5 POVERTY IMPACT 6 FOCUS OF OPERATIONS 7 OUR APPROACH 8 EQUALITY 9 SOCIAL INVESTMENT 10
FOREWORD FROM THE CHIEF EXECUTIVE OFFICER
Greetings from Ramana
For the last few years, we have all witnessed the changing global conditions since the pandemic.
We are adapting our whole infrastructure to reflect these new conditions. One of our largest decisions has been to improve our governance by becoming an incorporated charity.
As a result of these huge changes, we have worked hard to develop and innovate our services to strengthen our position as one of the few charities in the UK still going strong after the devastation of Covid 19.
By supporting our valued members, and continuously investing in our strong human values we are growing stronger each day. Once again, our sole objective is not only to serve our beneficiaries but also our Kind volunteers.
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OUR IMPACT
SINCE COVID 19, WE HAVE CHANGED THE LIVES OF THOUSANDS OF YOUNG PEOPLE AND THEIR FAMILIES.
OUR METHOD
OUR EDUCATION, TRAINING AND SKILLS PROGRAMMES HAVE PROVIDED EMPOWERMENT FOR THOUSANDS OF YOUNG PEOPLE, WITH HUNDREDS ALSO RECEIVING OUR POVERTY RELIEF PACKAGES
WE HELP BUILD STRONG PEOPLE
EDUCATION HAS A MAJOR IMPACT ON MENTAL HEALTH
ONE OF THE KEYS TO OUR SUCCESS THIS YEAR HAS BEEN PROVIDING SUPPORT TO THE THOUSANDS OF YOUNG PEOPLE STRUGGLING WITH THE CHALLENGES OF THE CHANGING WORLD.
NATURE FOR MENTAL HEALTH
PROVIDING NATURE SPACES AND ACTIVITIES FOR CHILDREN, YOUNG PEOPLE, FAMILIES, ORGANISATIONS AND OTHER CHARITIES HAS BEEN INVALUABLE THIS YEAR. 4
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OVERVIEW
EVERY DAY, WE TRANSFORMED OUR FARM INTO A SANCTUARY, OFFERING MENTAL HEALTH SUPPORT TO THOUSANDS OF YOING PEOPLE, THEIR FAMILIES, AND COMMUNITIES.
THROUGH PARTNERSHIPS WITH SCHOOLS, COLLEGES, CHARITIES, AND BUSINESSES, WE PROVIDED A NURTURING, SAFE ENVIRONMENT WHERE HEALING AND GROWTH COULD THRIVE.
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POVERTY IMPACT
IT IS WIDELY ACCEPTED THAT EDUCATION HAS A MAJOR IMPACT ON POVERTY. WE ENVISAGE A FAIRER WORLD WHERE ALL MARGINALISED PEOPLE; REGARDLESS OF SOCIAL OR ECONOMIC CIRCUMSTANCE HAVE ACCESS TO AN EDUCATION AND RESOURCES AS A MEANS OF OVERCOMING HARDSHIP AND INEQUALITY.
Access to education however is not enough. We believe that people unable to afford to meet their basic human needs have a right to equality in the quality of their opportunities and we both advocate for and invest in this cause.
We believe people from marginalised communities should have equal standards of infrastructure, equal resource capacity, and equal community facilities as any person in society.
To achieve our vision we proactively advocate for and invest in Equality of Opportunity. We believe in sustainable solutions, empowering individuals be they adults or children, and by doing so effect lasting change.
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FOCUS OF OPERATIONS
WE FOCUS 100% ON MARGINALISED AND 100% ON EQUAL OPPORTUNITIES
Mental Health and Wellbeing for Youth in the U.K.:
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Collaborative efforts with schools, colleges, and the Princes Trust to support young people’s mental health.
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Innovative programmes and interventions contributing to improved wellbeing.
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OUR APPROACH
EDUCATION
It is widely accepted that education has a major impact on poverty. People from marginalised communities are denied the opportunity to lift themselves out of poverty through lack of investment in equal opportunities. We advocate for and make such investment.
EQUALITY
Access to education however is not enough and the education provided must foster equality of opportunity. We believe people from marginalised communities should have EQUAL skills and training, EQUAL provisions and EQUAL relief from poverty as any person within society. We proactively advocate for and invest in equality of opportunity.
SUSTAINABILITY
We promote a unique public-private sector partnership. We, and our service providers, partner with the local community and local Government or other Charities to utilise existing resources and share knowledge for lasting sustainable impact.
PARTNERSHIP
If possible we use local skilled labour and we always request financial contributions from community and council funding. However if such support is not forthcoming and there is a genuine need we will deliver. We have found that the lack of financial investment at the initial stage does not translate to lack of ownership long term, as long as the terms of engagement are set out clearly in advance. We request that the community invests in and supports our efforts to enhance the quality of the opportunity provided. The relationship between Shiva Trust, and community is based upon mutual respect, trust, commitment and shared values.
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EQUALITY
EQUALITY IS ABOUT ENSURING THAT EVERY INDIVIDUAL HAS AN EQUAL OPPORTUNITY TO MAKE THE MOST OF THEIR LIVES AND TALENTS.
It is also the belief that no one should have poorer life chances because of the way they were born, where they come from, what they believe, or whether they have a disability. We have spent many years working to improve the equality of opportunities for the marginalised people within our society. As experts through experience and knowledge we provide equality and diversity specialist training focusing on equality and diversity in the private, public and voluntary sectors. We aim to provide training courses, seminars, and resources to improve the way society views our marginalised members.
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SOCIAL INVESTMENT
SHIVA TRUST, DESPITE OUR SUCCESS TO DATE, REMAINS A SMALL ORGANISATION, LACKING THE FINANCIAL RESOURCES AND PUBLIC PROFILE OF OTHERS. WE ARE SEEKING SOCIAL INVESTMENT PARTNERS WHO SHARE OUR VISION OF A SOCIETY WHERE EVERY PERSON REGARDLESS OF SOCIAL OR ECONOMIC CIRCUMSTANCE IS AFFORDED EQUAL RESPECT AND EQUAL OPPORTUNITY. WE REQUIRE RECURRING COMMITTED SUPPORT FROM CORPORATE PARTNERS TO COVER OUR ANNUAL ADMINISTRATIVE OVERHEADS. SUCH SUPPORT WOULD ALLOW US TO PLAN AHEAD, TO BUILD UP OUR IN-HOUSE CAPACITY AND TO MAXIMISE THE SOCIAL RETURN ON THE INVESTMENT WE HAVE MADE TO DATE. IT WOULD ALLOW US TO ALLOCATE 100% OF FUNDS RAISED ELSEWHERE TO OUR PROGRAMMES.
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A REGISTERED CHARITY IN ENGLAND AND WALES NO. 1200725
SHIVA TRUST
ANNUAL REPORT
AND
FINANCIAL STATEMENTS
FOR THE YEAR ENDED
17 OCTOBER 2023
CHARITY REGISTRATION NUMBER: 1200725
SHIVA TRUST
| CONTENTS | |
|---|---|
| Page | |
| Reference and Administrative Details | 2 |
| Independent Examiner's Report | 3 |
| Statement of Financial Activities | 4 |
| Balance Sheet | 5 |
| Accounting Policies | 6 |
| Notes to the Accounts | 7-8 |
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SHIVA TRUST
YEAR ENDED 17 OCTOBER 2023
REFERENCE AND ADMINISTRATIVE DETAILS
STATUS: REGISTERED CHARITY REGISTERED NUMBER: 1200725 TRUSTEES: A J Gordon J R Brindley T Parker P R Nair A C James PRINCIPAL ESTABLISHMENT: 10, Park Place Manchester M4 4EY INDEPENDENT EXAMINER DEVSHI CHOTHANI c/o DBF ASSOCIATES CHARTERED ACCOUNTANTS STATUTORY AUDITORS SOUTH CHEETHAM BUSINESS CENTRE 10 PARKPLACE MANCHESTER M4 4EY
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INDEPENDENT EXAMINER'S REPORT TO THE MEMBERS OF SHIVA TRUST FOR THE YEAR ENDED 17TH OCTOBER 2023
Independent Examiner’s Report to the Trustees on the Financial Statements
I, Devshi Chothani, report on the Financial Statements of the charity for the year ended 17 October 2023 as set out on pages 4 and 5 together with the notes on pages 7 to 8.
Respective responsibilities of the Trustees and the Examiner
The charity’s trustees are responsible for the preparation of the Financial Statements. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility as the Independent Examiner:
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a) to examine the Financial Statements under section 145 of the 2011 Act;
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b) to follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act);
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c) to state whether particular matters have come to my attention.
Basis of the Independent Examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commission. My examination includes a review of the accounting records kept by the charity and a comparison of the Financial Statements presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanation from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required for an audit and consequently I do not express an audit opinion on the view given by the Financial Statements.
Independent Examiner’s statement
In connection with my examination no matter has come to my attention:
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which gives me reasonable cause to believe that in any material respect the requirements:
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a) to keep accounting records in accordance with section 130 of the 2011 Act; and
comply with the accounting requirements of the 2011 Act. have not been met; or
- to which, in my opinion, attention should be drawn in order to enable a proper understanding of the Financial Statements to be reached.
……………………………………………. Date ……........ 2024
DEVSHI CHOTHANI Senior Partner of DBF Associates Chartered Accountants 10 Park Place Manchester M4 4EY
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SHIVA TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 17 OCTOBER 2023
| NOTES INCOMING RESOURCES FROM Donations 2 Charitable Activities 2 Investment Income 3 Other Income 3 TOAL INCOMING RESOURCES RESOURCES EXPENDED ON Charitable Activities 4 other Expenditure 4 TOTAL RESOURCES EXPENDED Net Incoming Resources Movement Between Funds Net Movement in funds for the year Total Funds Trf From Previous Charity TOTAL FUNDS CARRIED FORWARD |
Unrestricted Funds £ 23,057 17,259 118 5,622 46,056 36,013 6,401 42,414 3,642 - 3,642 673,779 677,421 |
Restricted Oct 2023 Oct 2022 Funds Total Total £ £ £ 23,057 17,259 5,622 - 45,938 - - 36,013 - 6,401 - 42,414 - - 3,524 - - - - - 3,524 - 673,779 - - 677,303 - |
|---|---|---|
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SHIVA TRUST
BALANCE SHEET
AS AT 17 OCTOBER 2023
| NOTES £ FIXED ASSETS Land & Property 491,950 Motor Vehicles - Fixtures & Fittings 4,553 CURRENT ASSETS Debtors 6,872 Cash at Bank and in Hand 174,046 CURRENT LIABILITIES Creditors & accruals 4533 NET ASSETS FUNDS Unrestricted Funds General fund 6 Restricted Funds TOTAL FUNDS |
Oct 2023 £ £ 496,503 180,918 - 677,421 677,421 - 677,421 |
Oct 2022 £ - - - - - |
|---|---|---|
Note: Fixed Assets, Current Assets, Current Liabilities and General Funds have been transferred from a previous charity Named Shiva Trust - 1148843, via a vesting document dated 04/06/2024
Approved by the management committee and signed on their behalf by:
- _____ ______ PRESIDENT TREASURER
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SHIVA TRUST
Notes forming part of the Financial Statements for the year ended 17 October 2023
1) Accounting Policies
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a) The Financial Statements have been prepared under the historical cost convention, as modified by the inclusion of fixed asset investments at market value, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), and follow the recommendations in Accounting and Reporting by Charities; Statement of Recommended practice issued in March 2005 and revised in May 2008.
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b) Voluntary income is received by way of donations and gifts and is included in full in the Statement of Financial Activities when receivable. The value of services provided by volunteers has not been included.
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c) Grants, including grants for the purchase of fixed assets, are recognised in full in the Statement of Financial Activities in the year in which they are receivable.
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d) Resources expended are recognised in the period in which they are incurred. Resources expended include attributable Vat which cannot be recovered.
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e) Resources expended are allocated to the particular activity where the cost relates directly to that activity.
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f) Resouces expended on governance costs are those costs derived from statutory or constitutional obligations placed on the charity.
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g) Unrestricted funds are donations and other incoming resources receivable or generated for the objects of the charity without further specified purpose and are available as general funds.
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h) Designated funds are unrestricted funds ear-marked by the management committee for particular purposes.
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i) Restricted funds are to be used for specific purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund, together with a fair allocation of management and support costs.
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SHIVA TRUST YEAR END 17 OCTOBER 2023 NOTES TO THE ACCOUNTS
NOTE 2- INCOMING RESOURCES
FROM CHARITABLE ACTIVITIES
| 2- INCOMING RESOURCES FROM CHARITABLE ACTIVITIES |
|||||
|---|---|---|---|---|---|
| 2023 | 2022 | ||||
| Unrestricted | Restricted | Total | |||
| £ | £ | £ | £ | ||
| Donations | 23,057 | 23,057 | - | ||
| Fundraising & Other Courses | 17,259 | 17,259 | |||
| Total | 40,317 | - | 40,317 | - | |
| 3-INCOMING RESOURCES | |||||
| FROM OTHER ACTIVITIES | |||||
| Memberships | 370 | 370 | - | ||
| Grant | 1,000 | 1,000 | |||
| Interest & Investments | 118 | 118 | |||
| Product Sales | 4,252 | 4,252 | |||
| Total | 5,740 | - | 5,740 |
NOTE 3-INCOMING RESOURCES
FROM OTHER ACTIVITIES
NOTE 4-RESOURCES EXPENDED
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ON CHARITABLE ACTIVITIES
| Note | Unrestricted | Total | |||
|---|---|---|---|---|---|
| Funds | |||||
| General | 2023 | ||||
| £ | £ | £ | |||
| Charitable Activities | 36,013 | 36,013 | |||
| Staff Costs | 6,401 | 6,401 | |||
| 42,414 | 42,414 | - |
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SHIVA TRUST YEAR END 17 OCTOBER 2023 NOTES TO THE ACCOUNTS
NOTE 5 - MOVEMENTS IN RESTRICTED/UNRESTRICTED FUNDS
| Incoming Resources Resources Expended Net Resources Expended Funds at 18 October 2022 Funds Rcvd From Prev Charity Funds at 17 October 2023 |
Unrestricted Funds 46,056 42,414 3,642 673,779 673,779 677,421 46,056 General Fund Total 42,414 677,421 - 3,642 |
|---|---|
NOTE 6- RELATED PARTIES
There were no related party transactions during the year.
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