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2025-03-31-accounts

Chardl Kal Chardi Kala Trustees Report and Financial Statements Year ended: 31st March 2025 Charity No: 1200795

Chardl Kala Reference & Administrative Information Trustees Mrs Gunmeet Kaur Sethi (Chair) Mrs Rasmeet Kaur Bharara (Trustee) Dr Avninder Singh Chana (Trustee) Mrs Gurdeep Kaur Chada (Trustee) Registered Address 16 Edwalton Lodge Close Edwalton Nottingham NG12 4DT Charity Number: 1200795 Report of the trustees for the year ended 31" March 2025 The trustees present their annual report and financial statements of the charity for the year ended 31st March 2025. The financial statements have been prepared in accordance with the accounting policies set out in note I to the accounts and comply with the Charities Act 1993. Due to the date of incorporation the financial statements and annual report cover the period st from l April 2024 to 31" March 2025. Structure, governance, and management. Chardi Kala is a registered charity, incorporated on 24th October 2022. The charity was established by an initial gift from Mrs Gurdeep Kaur Chadha following the death of her beloved husband, Dr Darminder Singh Chadha from complications arising from Parkinson's disease and Covid. The Constitution document approved by the Charity Commission when the charity was incorporated on 24th October 2022, states that the charity must have at least 4 trustees with a maximum number of 10 trustees.

Chardi Kala Mrs Gurdeep Kaur Chadha, Mrs Rasmeet Kaur Bharara and Mrs Gunmeet Kaur Sethi are lifetime trustees. Dr Avninder Singh Chana has been appointed for an initial 3~year period and this was extended for a further 3 years at the Trustees meeting on 13.08.25. The trustees have held I meetings in the 12 months to 31st March 2025. The meeting focussed on ensuring robust systems such that all grant applications are assessed equally. Risk management. The principal risks facing the charity are the ability to continue to raise funds during the current economic climate, and the validity of grant applications through the risk of fraudulent applications. The trustees ensure applications for grants are validated as much as they can do so by asking for proof of diagnosis and a receipt upon the purchase of the equipment by the recipient, thereby mitigating the risk of misappropriation of grant. The charity will carry out sufficient due diligence on grant applicants to confirm the identity of the applicant and that. Any funding will be applied in accordance with the charit¢s charitable purposes. Funds will not be knowingly used for illegal purposes, such as money laundering, bribery, or financing terrorism. The applicant does not hold views or have any involvement in activities contrary to the charity's values and charitable purposes. The charity seeks to mitigate risks related to health and safety by awarding monetary grants rather than providing equipment or sourcing personal care for grant awardees, Objertives and artivities for the public benefit The purpose of the charity is to provide relief of people in need by reason of ill health, in particular people living with Parkinson's disease, by providing grants to purchase equipment to improve their quality of life.

Chardl Kala Grant making policy. Funding Criteria. The charity will consider all applications that fall within the charitable purposes and meets the funding criteria and for which the due diligence process has not identified any unacceptable issues. Charities - organisations must have a written constitution, with exclusively charitable aims, and be run by a minimum of at least 2 trustees. Governmental Agencies- support will only be considered where there is either no, or inadequate statutory provision. Other Organisations- if the trustees wished to support an organisation that isn't a charity, they are aware of and would comply with the Charity Commission's guidance on doing so. o They would ensure that the grant is only for to further the charity's purposes, any funding of support costs would be limited to the specified activities, services or outcomes, the grant agreement requires the above be complied with, there is no more than incidental personal benefit and the trustees can demonstrate that the decision is in the charity's best interests. Grants will be made based on the funding available and solely on merit. In making grants, trustees will comply with Charity Commission guidance, to ensure that it is in the charity's best interests, check that any money is used as it is expected it to be, and the decision recorded in the minutes. Priorities. The number of good applications is likely to exceed the funding available, so the trustees use the following criteria to help them in making decisions on how best to allocate funding. The individuals or their representatives making the application for the grant must be living with Parkinson's Disease and demonstrate on the application how the items/ equipment that are purchased directly improve their quality of life. The equipment excludes medical treatment or equipment that is not from a reputable, well-known source. Where a small grant might enable a larger item to be purchased where there is a shortfall in funding. Exclusion criteria is applied at the discretion of the trustees. Any other priorities that the trustees may from time to time decide. Applications will be considered by out trustee board, who work to the Charity Commission C27 guidelines on trustee decision making. Grants are awarded entirely at the discretion of the trustees and their decision is final. All grantees will be required to provide a report on how their grant was used and the impact this has had. The content and nature of information to be reported will be appropriate for the size and type of grant awarded. The charity will monitor such reports to not only ensure that grants are being use for the purposes intended, but also to assess the impact grants have

Chardl Kala made. This learning will be used to inform future decision making and policy to maximise the charity's impact. Often those people the charity is trying to reach are the least able to be able to research and find the charity and to make effective applications. Consequently, it is important to ensure that those the charity is seeking to reach are made aware and that the application process is kept as simple as possible. Ways in which people can be made aware include promotion via: Websites, such as funders, local community groups and foundations. Social media- either groups relevant to our activity, or local town/village/community groups. Posters in village/town, churches or mosques, doctors, surgeries, and shops. Through networks of those who encounter potential beneficiaries, such as relevant statutory services and charities. For some groups, the charity may provide information in a different way, such as an additional language. Financial review The charity's work is entirely reliant on fundraising via events, sponsorship, and donations from individuals. The initial endowment from Mrs Gurdeep Kaur Chada was returned in December 2022. In the period to 31st March 2025, the charity generated total funds of £3,120, down from £9,092 in the prior year which included funds generated from the incorporation of the charity in 2022. This is in keeping with what the Trustees expected as priority was given in the initial years of charity incorporation to fundraising and donations. Once sufficient reserves were available the Trustees, this financial year, switched direction to raising awareness of the grants available through the charity. Operating expenditure remains well controlled with costs of £945 in the current year. This expenditure is predominately insurance and website hosting. From the funds generated in the year, plus reserves brought forward, the charity was able to award 5 grants totalling £1,610. The grants ranged in value from £85 to £500. Reserves policy On 31st March 2025, the charity held reserves of £6,690. The trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately 2 months of unrestricted charitable expenditure. The trustees consider that this level will provide sufficient funds to respond to applications for grants and ensure there are sufficient funds to cover support and governance costs.

Chardl Kala Plans for the future The Trustees will continue to raise awareness of the routes to fundraise and donate to the charity and will continue to raise awareness amongst the Parkinson's community about the availability of grants. The Trustees may consider, following a review of the number and types of grants issued in 2025-26 a regulatory change to the constitution to enable a wider remit for grant application.

Chardi Kala Trustees, responsibilities in relatlon to the financial statements The trustees are responsible for preparing the Trustees, report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards. The law applicable to charities in England and Wales requires the trustee(s) to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources an application of resources of the charity for that period. In preparing those financial statements, the trustees are required to: select suitable accounting pollcies and apply them consistently. refer to the regulatory requlrements of their jurisdiction(s) of registration regardir the format and content requirements for receipts and payments accounts and the trustees, annual report. make judgements and estimates that are reasonable and prudent. state whether applicable accounting standards have been followed, subject to any departures disclosed and explained in the financial statements. and prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. The trustees are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the charity and enable them to ascertain to ensure that the f inancial statements comply with the Charities Act 1983, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The trustees are responsible for the maintenance and integrity of the charity and financial information included on the chariWs website. Approved by the trustees on [xx xxxx 2024] and signed on their behalf by: MRS GUNMEETKAUR SEfHI CHAIR of TRUSTEES DATE £1 Ii/a<

Chardl Kala SECTION A RECEIPTS & PAYMENTS Note Unrestrirted Funds £'ooo Restricted Funds £'ooo Endowment Funds £'ooo Total Funds 2024 £'ooo Al Receipts Donations Sub-totsl (Gross income forAR) 9,092 9,092 9,092 9,092 A2 Asset and investment sales Total receipts 9,092 9,092 A3 Payments Website hosting Insurance Administrative expenses Grants Awarded Sub-total 464 179 198 2,126 2,967 464 179 198 2,126 2,967 A4 Asset and investment purchases Total payments 2,967 2,967 Net of receipts / (payments) 6,125 6,125 A5 Transfer between funds A6 Cash funds last year end Cash funds this year end 6,125 6,125 Notes to the accounts l. Accounting Policies (a) The financial statements have been prepared under the receipts and payments convention.

Chardl Kala SECTION B STATEMENT OF ASSETS AND LIABILITIES AT THE END OF THE PERIOD Unrestrlcted Funds Restrirted Funds Endowment Funds Bl Cash Funds Cash at Bank 6,126 B2 Other monetary assets B3 Investment assets B4 Assets retained for the tharitVs own use B5 Liabilities Signed on behalf of all the trustees. MRS GUNMEET KAUR SETHI CHAIR of TRUSTEES a.u DATE S(Ii(a

Charity Name Charity Name Charity Name Charity Name CC16a
For the period
from
4/1/2024 To
Section A Receipts and payments
A1 Receipts 3,120
-
-
-
-
-
-
-
3,120
-
-
-
3,120
Unrestricted
funds
to the nearest £
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
Last year
to the nearest £
Donations -
-
-
-
-
-
-
-
-
- 3,120
-
-
-
-
-
-
-
3,120
-
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for AR) - -
A2 Asset and investment sales,
(see table).
-
-
-
- -
-
-
- -
Sub total - -
Total receipts
- - 3,120 -
A3 Payments
Website Hosting
264
Insurance
101
Admin Expense
580
Grants Issued
1,610
-
-
-
-
-
Sub total 2,555
-
-
Sub total -
Total payments 2,555
Net of receipts/(payments) 565
A5 Transfers between funds
-
A6 Cash funds last year end
6,125
Cash funds this year end 6,690
A4 Asset and investment
purchases, (see table)
Website Hosting -
-
-
-
-
-
-
-
-
-
- 264
101
580
1,610
-
-
-
-
-
2,555
-
Insurance - -
Admin Expense - -
Grants Issued - -
- -
- -
- -
- -
- -
Sub total - -
A4 Asset and investment
purchases, (see table)
-
-
-
- -
-
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- - 2,555 -
-
-
-
-
- 565
-
6,125
6,690
-
- -
- -
- -
Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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
Cash at bank
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
Unrestricted
funds
to nearest £
Endowment
funds
6,690 -
- -
- -
6,690 -
OK
to nearest £
Unrestricted
funds
OK
to nearest £
Endowment
funds
- -
- -
- -
- -
- -
- -
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
When due
(optional)
Date of
approval
Date
Amount
Descripton
4/2/2024 - 19.20 Admin Expense
4/2/2024 43.54 Admin Expense
4/15/2024 - 274.97 Admin Expense
4/16/2024 213.41 Admin Expense
4/22/2024 357.20 Admin Expense
4/30/2024 - 500.00 Admin Expense
5/21/2024 - 18.60 Admin Expense
5/31/2024 620.00 Admin Expense
6/6/2024 - 35.50 Admin Expense
6/10/2024 - 6.59 Admin Expense
6/10/2024 - 91.00 Admin Expense
6/10/2024 137.52 Admin Expense
6/13/2024 - 299.99 Admin Expense
6/17/2024 78.86 Admin Expense
7/4/2024 - 47.00 Admin Expense
7/11/2024 9.35 Admin Expense
7/11/2024 - 9.50 Admin Expense
7/11/2024 - 9.50 Admin Expense
7/11/2024 - 9.50 Admin Expense
7/29/2024 29.23 Admin Expense
8/8/2024 - 500.00 Admin Expense
9/5/2024 - 35.00 Admin Expense
9/19/2024 492.64 Admin Expense
10/17/2024 - 250.00 Admin Expense
10/22/2024 477.30 Admin Expense
10/28/2024 - 85.00 Admin Expense
12/4/2024 - 100.79 Admin Expense
12/11/2024 - 244.80 Admin Expense
1/31/2025 94.49 Admin Expense
2/3/2025 47.55 Admin Expense
2/13/2025 9.38 Admin Expense
2/20/2025 420.99 Admin Expense
3/3/2025 9.20 Admin Expense
3/10/2025 - 18.00 Admin Expense
3/12/2025 70.11 Admin Expense
3/31/2025 9.15 Admin Expense
Sub- total
Total
Income
Donaton
Total Receipts
Costs
Website Hostng
Dr
Cr
- 19.20
19.20 Website Hostng
43.54
- 43.54 Donaton
- 274.97
274.97 Grant
213.41
- 213.41 Donaton
357.20
- 357.20 Donaton
- 500.00
500.00 Grant
- 18.60
18.60 Admin Expense
620.00
- 620.00 Donaton
- 35.50
35.50 Admin Expense
- 6.59
6.59 Admin Expense
- 91.00
91.00 Admin Expense
137.52
- 137.52 Donaton
- 299.99
299.99 Admin Expense
78.86
- 78.86 Donaton
- 47.00
47.00 Admin Expense
9.35
- 9.35 Donaton
- 9.50
9.50 Admin Expense
- 9.50
9.50 Admin Expense
- 9.50
9.50 Admin Expense
29.23
- 29.23 Donaton
- 500.00
500.00 Grant
- 35.00
35.00 Admin Expense
492.64
- 492.64 Donaton
- 250.00
250.00 Grant
477.30
- 477.30 Donaton
- 85.00
85.00 Grant
- 100.79
100.79 Insurance
- 244.80
244.80 Website Hostng
94.49
- 94.49 Donaton
47.55
- 47.55 Donaton
9.38
- 9.38 Donaton
420.99
- 420.99 Donaton
9.20
- 9.20 Donaton
- 18.00
18.00 Admin Expense
70.11
- 70.11 Donaton
9.15
- 9.15 Donaton
564.98
- 564.98
-
3119.92
3119.92
(264.00)
Grants
Insurance (100.79) Grant to Alan Tip
Admin Expense (580.18) Grant to Mr D R B
Grant (1,609.97) Grant - K Smith
Total Payments (2,554.94) Grant C McNeill
Grant C Stanley
Net movement
564.98
vs Cash movement -
pper
Bacon
274.97
500.00
500.00
250.00
85.00
1,609.97
Date Receipts Payments Net Net
6/22/2022 5,000.00 5,000.00
11/9/2022 50.00 50.00
11/18/2022 19.20 19.20
12/16/2022 1.97 1.97
12/19/2022 5,000.00 - 5,000.00
12/28/2022 71.30 71.30
12/28/2022 23.70 23.70
12/28/2022 47.60 47.60
12/28/2022 725.44 725.44
12/28/2022 690.80 690.80
12/28/2022 219.17 - 219.17
12/28/2022 89.60 - 89.60
12/29/2022 22.80 22.80
12/30/2022 23.70 23.70
1/3/2023 23.70 23.70
1/3/2023 95.40 95.40
1/6/2023 70.92 70.92
1/9/2023 71.30 71.30
1/9/2023 235.40 235.40
1/11/2023 95.00 95.00
1/12/2023 93.90 93.90
1/16/2023 9.36 9.36
1/16/2023 323.13 323.13
1/23/2023 47.60 47.60
1/23/2023 80.17 80.17
1/30/2023 191.00 191.00
2/6/2023 94.84 94.84
2/28/2023 97.50 97.50
2/28/2023 47.60 47.60
3/2/2023 47.60 47.60
3/6/2023 140.83 140.83
3/13/2023 205.01 205.01
3/31/2023 206.82 206.82
4/3/2023 38.84 38.84
4/11/2023 215.68 215.68
5/15/2023 219.71 219.71
5/22/2023 9.35 9.35
5/30/2023 318.42 318.42
6/6/2023 95.30 95.30
6/7/2023 23.67 23.67
6/12/2023 18.90 18.90
6/19/2023 42.75 - 42.75
6/26/2023 726.00 726.00
7/3/2023 540.00 540.00
7/3/2023 24.60 24.60
7/10/2023 422.99 - 422.99
7/20/2023 800.00 800.00
7/27/2023 9.35
7/27/2023 54.00
7/31/2023
8/2/2023 97.90
8/4/2023 94.90
8/10/2023 104.65
8/14/2023 14.12
8/14/2023 72.76
8/15/2023 4.57
8/17/2023 57.10
8/24/2023 18.90
8/25/2023 38.00
9/1/2023 54.03
9/6/2023 80.30
9/11/2023 9.17
9/19/2023
9/27/2023
9/29/2023
10/9/2023
10/9/2023
10/11/2023 20.00
10/11/2023 50.00
10/31/2023
11/20/2023
12/11/2023
1/8/2024 101.00
1/17/2024 47.34
1/18/2024 93.55
1/19/2024 142.64
1/22/2024 95.30
1/29/2024 60.00
2/1/2024 255.84
2/5/2024
2/5/2024 77.68
3/4/2024 106.70
3/11/2024 151.05
3/18/2024 297.00
3/27/2024
Total
14,091.91
Cash in bank 31st Mar 24
Balance per bank statement 31st Mar 24
Check
4/2/2024

9.35

54.00
19.33 - 19.33

97.90

94.90

104.65

14.12

72.76

4.57

57.10

18.90

38.00

54.03

80.30

9.17
33.50 - 33.50
20.00 - 20.00
203.99 - 203.99
43.20 - 43.20
39.10 - 39.10

20.00

50.00
499.00 - 499.00
89.60 - 89.60
244.80 - 244.80

101.00

47.34

93.55

142.64

95.30

60.00

255.84
500.00 - 500.00

77.68

106.70

151.05

297.00
500.00 - 500.00
7,967.03
6,124.88
6,124.88
-
19.20
4/2/2024 43.54
4/15/2024
4/16/2024 213.41
4/22/2024 357.20
4/30/2024
5/21/2024
5/31/2024 620.00
6/6/2024
6/10/2024
6/10/2024
6/10/2024 137.52
6/13/2024
6/17/2024 78.86
7/4/2024
7/11/2024 9.35
7/11/2024
7/11/2024
7/11/2024
7/29/2024 29.23
8/8/2024
9/5/2024
9/19/2024 492.64
10/17/2024
10/22/2024 477.30
10/28/2024
12/4/2024
12/11/2024
1/31/2025 94.49
2/3/2025 47.55
2/13/2025 9.38
2/20/2025 420.99
3/3/2025 9.20
3/10/2025
3/12/2025 70.11
3/31/2025 9.15
3,119.92
Cash in bank 31/3/25
Balance per bank statement 31/3/25
4/3/2025
4/3/2025
4/8/2025
4/15/2025 23.67
4/16/2025 47.55

274.97


500.00
18.60

35.50
6.59
91.00

299.99

47.00

9.50
9.50
9.50

500.00
35.00

250.00

85.00
100.79
244.80





18.00


2,554.94
6,689.86
6,689.86
-
35.50
19.20
35.89

4/17/2025 12.00
5/8/2025 47.55
5/12/2025
5/15/2025 23.67
154.44
Cash in bank 31/5/25
Balance per bank statement 31/3/25


85.00

175.59
6,668.71
6,668.71

Bank Statement Description Gurdeep Chadha RP17639385 Stripe Payments UK Stripe Payments UK Mrs G K Chadha Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Gunmeet K Sethi Grout Insurance BR GIVING COM LTD Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Just Giving Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Just Giving Stripe Payments UK Stripe Payments UK Just Giving Just Giving Stripe Payments UK Just Giving Just Giving Just Giving Stripe Payments UK Just Giving Stripe Payments UK Stripe Payments UK Stripe Payments UK ?? ?? G Sethi Charity Event Just Giving Grant - Lady A J Watson Denham Gardens Village fundraiser

Detail

Initial payment in What's this?

Extraction of intial payment

Annual Website Hosting Cost Annual Charity Insurance

What's this?

Stripe Payments UK ?? ?? What's this? Just Giving Stripe Payments UK Stripe Payments UK Stripe Payments UK Just Giving Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK Deposit at White Hart Street HW Stripe Payments UK Print Qtr Payment to R Bharara for banner (have receipt) Grant - Miss K D Hammett Banner Tablecloth Deposit at White Hart Street HW Deposit at White Hart Street HW Grant to Mr JM O'Connor Grout Insurance BR Annual Charity Insurance G Sethi - Square Space Annual Website Hosting Cost Deposit at HW Bank Stripe Payments UK Stripe Payments UK Stripe Payments UK Stripe Payments UK G Chadha from J NK Stripe Payments UK Grant to Mrs J Dalby Just Giving Just Giving Just Giving Just Giving Grant to Mrs C E Parsler

G Sethi Square Space

Just Giving Grant to Alan Tipper Just Giving Just Giving Grant to Mr D R Bacon CANVA ? Amazon ? CANVA ? Just Giving Amazon ? Just Giving Hobbycraft Stripe G Sethi J Bharara R Bharara Just Giving Grant - K Smith Flower Studio Donation Grant C McNeill Donation Grant C Stanley Insurance Square Space Subscription Donation Donation Donation Donation Donation T Shirts Donation Donation

Print Qtr Square Space Subs Amazon Donation Donation

Amazon - refund? Donation Grant - Mr Greg B Foister Donation

Charity Name Charity Name Charity Name Charity Name CC16a
For the period
from
10/24/2022 To
Section A Receipts and payments
A1 Receipts 9,092
-
-
-
-
-
-
-
9,092
-
-
-
9,092
Unrestricted
funds
to the nearest £
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
Last year
to the nearest £
Donations -
-
-
-
-
-
-
-
-
- 9,092
-
-
-
-
-
-
-
9,092
-
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for AR) - -
A2 Asset and investment sales,
(see table).
-
-
-
- -
-
-
- -
Sub total - -
Total receipts
- - 9,092 -
A3 Payments
Website Hosting
464
Insurance
179
Admin Expense
198
Grants Issued
2,126
-
-
-
-
-
Sub total 2,967
-
-
Sub total -
Total payments 2,967
Net of receipts/(payments) 6,125
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end 6,125
A4 Asset and investment
purchases, (see table)
Website Hosting -
-
-
-
-
-
-
-
-
-
- 464
179
198
2,126
-
-
-
-
-
2,967
-
Insurance - -
Admin Expense - -
Grants Issued - -
- -
- -
- -
- -
- -
Sub total - -
A4 Asset and investment
purchases, (see table)
-
-
-
- -
-
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- - 2,967 -
-
-
-
-
- 6,125
-
-
6,125
-
- -
- -
- -
Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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
Cash at bank
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
Unrestricted
funds
to nearest £
Endowment
funds
6,125 -
- -
- -
6,125 -
OK
to nearest £
Unrestricted
funds
OK
to nearest £
Endowment
funds
- -
- -
- -
- -
- -
- -
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
When due
(optional)
Date of
approval
Charity Name Charity Name Charity Name Charity Name CC16a
For the period
from
4/1/2023 To
Section A Receipts and payments
A1 Receipts 5,238
-
-
-
-
-
-
-
5,238
-
-
-
5,238
Unrestricted
funds
to the nearest £
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
Last year
to the nearest £
Donations -
-
-
-
-
-
-
-
-
- 5,238
-
-
-
-
-
-
-
5,238
-
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for AR) - -
A2 Asset and investment sales,
(see table).
-
-
-
- -
-
-
- -
Sub total - -
Total receipts
- - 5,238 -
A3 Payments
Website Hosting
245
Insurance
90
Admin Expense
198
Grants Issued
2,126
-
-
-
-
-
Sub total 2,658
-
-
Sub total -
Total payments 2,658
Net of receipts/(payments) 2,580
A5 Transfers between funds
-
A6 Cash funds last year end
3,545
Cash funds this year end 6,125
A4 Asset and investment
purchases, (see table)
Website Hosting -
-
-
-
-
-
-
-
-
-
- 245
90
198
2,126
-
-
-
-
-
2,658
-
Insurance - -
Admin Expense - -
Grants Issued - -
- -
- -
- -
- -
- -
Sub total - -
A4 Asset and investment
purchases, (see table)
-
-
-
- -
-
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- - 2,658 -
-
-
-
-
- 2,580
-
3,545
6,125
-
- -
- -
- -
Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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
Cash at bank
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
Unrestricted
funds
to nearest £
Endowment
funds
6,125 -
- -
- -
6,125 -
OK
to nearest £
Unrestricted
funds
OK
to nearest £
Endowment
funds
- -
- -
- -
- -
- -
- -
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
When due
(optional)
Date of
approval
Charity Name Charity Name Charity Name Charity Name CC16a
For the period
from
10/24/2022 To
Section A Receipts and payments
A1 Receipts 3,854
-
-
-
-
-
-
-
3,854
-
-
-
3,854
Unrestricted
funds
to the nearest £
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
Last year
to the nearest £
Donations -
-
-
-
-
-
-
-
-
- 3,854
-
-
-
-
-
-
-
3,854
-
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for AR) - -
A2 Asset and investment sales,
(see table).
-
-
-
- -
-
-
- -
Sub total - -
Total receipts
- - 3,854 -
A3 Payments
Website Hosting
219
Insurance
90
Admin Expense
-
Grants Issued
-
-
-
-
-
-
Sub total 309
-
-
Sub total -
Total payments 309
Net of receipts/(payments) 3,545
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end 3,545
A4 Asset and investment
purchases, (see table)
Website Hosting -
-
-
-
-
-
-
-
-
-
- 219
90
-
-
-
-
-
-
-
309
-
Insurance - -
Admin Expense - -
Grants Issued - -
- -
- -
- -
- -
- -
Sub total - -
A4 Asset and investment
purchases, (see table)
-
-
-
- -
-
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- - 309 -
-
-
-
-
- 3,545
-
-
3,545
-
- -
- -
- -

Section B Statement of assets and liabilities at the end of the period

Categories
unds
Details
Cash at bank
to nearest £
Unrestricted
funds
to nearest £
-
Restricted
funds
to nearest £
Endowment
funds
3,545 -

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
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
-
-
3,545
OK
to nearest £
Unrestricted
funds
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates

Charity annual return questions

This document is to help charities prepare for their annual return by gathering the required information.

Submit your annual return online, once you have the information you need.

There is more guidance on the questions in the online service.

If your income is under £10,000 you only need to report your income and spending.

Section: Financial period

You will be asked to confirm the charity's financial period.

Section: Income and spending

figures to the nearest pound (do not enter decimal points or commas). are only required where group income is more than £1million).

Section: Confirm income and spending

For charities with an income greater than £500,000. The total income from your Statement of Fina have entered here, unless your charity has received endowments during the year, or made transfe this is the case you should exclude these amounts from the total income you enter here.

Please check the gross income figure you have entered here is correct.

Section: Serious incidents

Commission, for the period of this return.

Section: Fundraising

Did your charity raise funds from the public?

If you answer 'Yes', you will be asked:

Did the charity work with any professional fundraisers?

Did your charity have a written agreement with each of its professional fundraisers?

Did your charity work with any commercial participators?

Did your charity have a written agreement with each of its commercial participators?

Section: Grant making

Was grant making the main way your charity carried out its purposes?

Section: Income from government contracts

or local authorities?

If you answer 'Yes', you will be asked:

How many contracts did your charity have with central government or local authorities?

What was the total value of these contracts?

Section: Income from government grants

grants’.

If you answer 'Yes', you will be asked:

How many grants did your charity receive from central government or local authorities?

Enter total value of grants. Please round all figures to the nearest pound (do not enter decimal poi

What was the total value of these grants?

Section: Income from outside the UK

Did your charity receive income from outside the UK?

answer the following questions.

What is the value of income from each country?

Please round all figures to the nearest pound (do not enter decimal points or commas). If your charity did not have any income from the source, please enter 0 (zero).

Notes on income from other overseas institutions and individuals resident overseas

than £25,000, only include payments of more than £25,000.

  1. If you are completing a 2018 annual return, these categories are optional.

Section: Operating and spending outside England and Wales

Did your charity operate outside England and Wales?

If you answer 'Yes', you will see a table of countries. Select countries or territories the char covered in the annual return. Then answer the following questions.

If your charity did not spend any money in the country, please enter 0 (zero).

Note: If your charity operated in Northern Ireland or Scotland, you are not required to provide a va

Note: if you are completing a 2018 annual return, this question is optional.

What methods to transfer money did your charity use?

Note: if you are completing a 2018 annual return, this question is optional.

How much money did your charity send outside the regulated banking system in total? Please round all figures to the nearest pound (do not enter decimal points or commas).

Note: if you are completing a 2018 annual return, this question is optional.

and Wales?

Note: if you are completing a 2018 annual return, this question is optional.

Section: Subsidiaries

Did the charity have any subsidiaries?

If you answer 'Yes', you will be asked:

Were any of the trustees also directors of the charity's subsidiaries?

Section: Trustee payments

If you answer 'Yes', you will be asked:

Did any of the trustees receive payments or benefits for:

Did any of the trustees resign and then take up employment with the charity?

Section: Employees

Did any of your charity's staff receive total employee benefits of £60,000 or more?

If you answer 'Yes', you will be asked:

Enter the number of staff whose total employee benefits were in each of the following bands:

£60,000 to £70,000 £70,001 to £80,000 £80,001 to £90,000 £90,001 to £100,000 £100,001 to £110,000 £110,001 to £120,000 £120,001 to £130,000 £130,001 to £140,000 £140,001 to £150,000 £150,001 to £200,000 £200,001 to £250,000 £250,001 to £300,000 £300,001 to £350,000 £350,001 to £400,000 £400,001 to £450,000 £450,001 to £500,000 Over £500,000

For your highest paid member of staff only, what was the total value of their employee benefits?

Section: Volunteers

How many UK volunteers, excluding trustees, did the charity have during the financial period?

Section: Financial controls

Did your charity review its internal financial controls?

Section: Safeguarding

that are eligible for these checks?

Section: Account type

is completed by a competent person who is familiar with the charity's accounts.

When completing this section you may wish to look at Charities SORP. Please indicate whether the information that you are giving is based on group accounts or charitytype. If you have prepared group accounts, please use these to complete the following section.

Does your charity prepare: Group accounts Charity only accounts

Section: Income and Endowments

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.

The indented fields may not represent the whole amount.

The information you need to complete this section will generally be found in the Statement of Fina

enter decimal points or commas.

Donations and legacies

Of the total donations and legacies what amount is Legacies

Of the total donations and legacies what amount is Endowments received

Other trading activity

Investment income

Income from charitable activities

Other income

Total income and endowments

Note: The amount entered for 'Total income and endowments' minus 'Endowments Received' sho charity Information page. If the charity controls subsidiary undertakings, consolidated figures shou been prepared.

Section: Expenditure

The information you need to complete this section will generally be found in the Statement of Fina

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.

The indented fields may not represent the whole amount.

enter decimal points or commas.

Expenditure on raising funds

Of total expenditure on raising funds what amount is Investment management costs

Other expenditure

Expenditure on charitable activities

Of the total expenditure on charitable activities what value is Grants to institutions

Of the total expenditure on charitable activities what value is Governance costs

Total expenditure

Section: Other recognised gains/(losses)

The information you need to complete this section will generally be found in the Statement of Fina

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.

The indented fields may not represent the whole amount.

enter decimal points or commas.

This figure should be prefixed with the minus symbol if it is a negative value.

Gains/(losses) on revaluation of fixed assets

This figure should be prefixed with the minus symbol if it is a negative value.

Actuarial gains/(losses) on defined benefit pension schemes

This figure should be prefixed with the minus symbol if it is a negative value.

Net gains/(losses) on investments

This figure should be prefixed with the minus symbol if it is a negative value. Other gains/(losses)

Section: Assets

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.

The indented fields may not represent the whole amount.

The information you need to complete this section will generally be found in the Balance Sheet. Enter figures to the nearest pound and restate them in pounds if the accounts have, for example, b enter decimal points or commas.

Total fixed assets

Of the total fixed assets what value is Fixed asset investments

Total current assets

Of the total current assets what value is Current asset investments

Of the total current assets what value is Cash at bank and in hand

Section: Liabilities

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.

The indented fields may not represent the whole amount.

The information you need to complete this section will generally be found in the Balance Sheet. Enter figures to the nearest pound and restate them in pounds if the accounts have, for example, b enter decimal points or commas.

Creditors due within one year

Creditors falling due after one year and provisions

Defined benefit pension scheme asset/(liability)

Total net assets/(liabilities)

Section: Funds

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.

The indented fields may not represent the whole amount.

enter decimal points or commas.

Endowment funds

Restricted funds

Unrestricted funds Total funds

Section: Additional information

All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity. Enter figures to the nearest pound and restate them in pounds if the accounts have, for example, b enter decimal points or commas.

Support costs

Depreciation charge for the year Level of reserves Average number of employees

Section: Send Trustees' Annual Report and Accounts

of completing the annual return.

You are required to submit your Trustees' Annual Report and accounts for this financial period.

auditor's report.

Privacy Notice

uploading the charity's accounts and trustees' annual report.

have a dispensation from including their name in the accounts.

information.

Select this option if you want to attach one file for all reports - file must not exceed 25MB

By selecting this option you confirm that the file includes all of the following: Trustees' annual report Accounts Examiner's / auditor's report

Select this option if you want to attach a separate file for each report - each file must not exceed 2

accounting records incomplete?

Section: Check and submit your annual return

Notes

24/10/2022 - 31/3/202

Income = £9,092 Spending = £2,967

N/A - income less than £10k so only need to report income and spending N/A - income less than £10k so only need to report income and spending N/A Yes but N/A as income less than £10k No but N/A as income less than £10k No but N/A as income less than £10k No

No but N/A as income less than £10k

No but N/A as income less than £10k

No but NIA as income less than £10k

No but N/A as income less than £10k

No but N/A as income less than £10k

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending

N/A - income less than £10k so only need to report income and spending N/A - income less than £10k so only need to report income and spending N/A - income less than £10k so only need to report income and spending

Date Amount
Descripton
Amount
Descripton
Dr
6/22/2022 5,000.00 Cash at Bank 5,000.00
11/9/2022 50.00 Cash at Bank 50.00
11/18/2022 19.20 Cash at Bank 19.20
12/16/2022 1.97 Cash at Bank 1.97
12/19/2022 - 5,000.00 Creditors - 5,000.00
12/28/2022 71.30 Cash at Bank 71.30
12/28/2022 23.70 Cash at Bank 23.70
12/28/2022 47.60 Cash at Bank 47.60
12/28/2022 725.44 Cash at Bank 725.44
12/28/2022 690.80 Cash at Bank 690.80
12/28/2022 - 219.17 Website Hostng - 219.17
12/28/2022 - 89.60 Insurance - 89.60
12/29/2022 22.80 Cash at Bank 22.80
12/30/2022 23.70 Cash at Bank 23.70
1/3/2023 23.70 Cash at Bank 23.70
1/3/2023 95.40 Cash at Bank 95.40
1/6/2023 70.92 Cash at Bank 70.92
1/9/2023 71.30 Cash at Bank 71.30
1/9/2023 235.40 Cash at Bank 235.40
1/11/2023 95.00 Cash at Bank 95.00
1/12/2023 93.90 Cash at Bank 93.90
1/16/2023 9.36 Cash at Bank 9.36
1/16/2023 323.13 Cash at Bank 323.13
1/23/2023 47.60 Cash at Bank 47.60
1/23/2023 80.17 Cash at Bank 80.17
1/30/2023 191.00 Cash at Bank 191.00
2/6/2023 94.84 Cash at Bank 94.84
2/28/2023 97.50 Cash at Bank 97.50
2/28/2023 47.60 Cash at Bank 47.60
3/2/2023 47.60 Cash at Bank 47.60
3/6/2023 140.83 Cash at Bank 140.83
3/13/2023 205.01 Cash at Bank 205.01
3/31/2023 206.82 Cash at Bank 206.82
4/3/2023 38.84 Cash at Bank 38.84
4/11/2023 215.68 Cash at Bank 215.68
5/15/2023 219.71 Cash at Bank 219.71
5/22/2023 9.35 Cash at Bank 9.35
5/30/2023 318.42 Cash at Bank 318.42
6/6/2023 95.30 Cash at Bank 95.30
6/7/2023 23.67 Cash at Bank 23.67
6/12/2023 18.90 Cash at Bank 18.90
6/19/2023 - 42.75 Admin Expense - 42.75
6/26/2023 726.00 Cash at Bank 726.00
7/3/2023 540.00 Cash at Bank 540.00
7/3/2023 24.60 Cash at Bank
7/10/2023 - 422.99 Grant
7/20/2023 800.00 Cash at Bank
7/27/2023 9.35 Cash at Bank
7/27/2023 54.00 Cash at Bank
7/31/2023 - 19.33 Admin Expense
8/2/2023 97.90 Cash at Bank
8/4/2023 94.90 Cash at Bank
8/10/2023 104.65 Cash at Bank
8/14/2023 14.12 Cash at Bank
8/14/2023 72.76 Cash at Bank
8/15/2023 4.57 Cash at Bank
8/17/2023 57.10 Cash at Bank
8/24/2023 18.90 Cash at Bank
8/25/2023 38.00 Cash at Bank
9/1/2023 54.03 Cash at Bank
9/6/2023 80.30 Cash at Bank
9/11/2023 9.17 Cash at Bank
9/19/2023 - 33.50 Admin Expense
9/27/2023 - 20.00 Admin Expense
9/29/2023 - 203.99 Grant
10/9/2023 - 43.20 Admin Expense
10/9/2023 - 39.10 Admin Expense
10/11/2023 20.00 Cash at Bank
10/11/2023 50.00 Cash at Bank
10/31/2023 - 499.00 Grant
11/20/2023 - 89.60 Insurance
12/11/2023 - 244.80 Website Hostng
1/8/2024 101.00 Cash at Bank
1/17/2024 47.34 Cash at Bank
1/18/2024 93.55 Cash at Bank
1/19/2024 142.64 Cash at Bank
1/22/2024 95.30 Cash at Bank
1/29/2024 60.00 Cash at Bank
2/1/2024 255.84 Cash at Bank
2/5/2024 - 500.00 Grant
2/5/2024 77.68 Cash at Bank
3/4/2024 106.70 Cash at Bank
3/11/2024 151.05 Cash at Bank
3/18/2024 297.00 Cash at Bank
3/27/2024 - 500.00 Grant
Sub- total
Total
Income
Total Receipts
24.60
- 422.99
800.00
9.35
54.00
- 19.33
97.90
94.90
104.65
14.12
72.76
4.57
57.10
18.90
38.00
54.03
80.30
9.17
- 33.50
- 20.00
- 203.99
- 43.20
- 39.10
20.00
50.00
- 499.00
- 89.60
- 244.80
101.00
47.34
93.55
142.64
95.30
60.00
255.84
- 500.00
77.68
106.70
151.05
297.00
- 500.00
6,124.88
3/31/2023 26/06/2022 - 31/03/2024
3853.59
9091.91
3853.59
9091.91
Costs
Website Hostng
Insurance
Grant
Admin Expense
Total Payments
Net movement
vs Cash at Bank
(219.17)
(463.97)
(89.60)
(179.20)
0.00
(2,125.98)
0.00
(197.88)
(308.77)
(2,967.03)
3,544.82 6,124.88
-

Cr

31/03/204 5238.32

5238.32

(244.80)Grants 9/29/2023 - 203.99 Grant - Miss K D Hammet
(89.60) 7/10/2023 - 422.99 Grant - Lady A J Watson
(2,125.98) 10/31/2023 - 499.00 Grant to Mr JM O'Connor
(197.88) 2/5/2024 - 500.00 Grant to Mrs J Dalby
(2,658.26) 3/27/2024 - 500.00 Grant to Mrs C E Parsler
(2,125.98)

2,580.06

Date
Amount
Descripton
6/22/2022 5,000.00 Cash at Bank
11/9/2022 50.00 Cash at Bank
11/18/2022 19.20 Cash at Bank
12/16/2022 1.97 Cash at Bank
12/19/2022 - 5,000.00 Creditors
12/28/2022 71.30 Cash at Bank
12/28/2022 23.70 Cash at Bank
12/28/2022 47.60 Cash at Bank
12/28/2022 725.44 Cash at Bank
12/28/2022 690.80 Cash at Bank
12/28/2022 - 219.17 Website Hostng
12/28/2022 - 89.60 Insurance
12/29/2022 22.80 Cash at Bank
12/30/2022 23.70 Cash at Bank
1/3/2023 23.70 Cash at Bank
1/3/2023 95.40 Cash at Bank
1/6/2023 70.92 Cash at Bank
1/9/2023 71.30 Cash at Bank
1/9/2023 235.40 Cash at Bank
1/11/2023 95.00 Cash at Bank
1/12/2023 93.90 Cash at Bank
1/16/2023 9.36 Cash at Bank
1/16/2023 323.13 Cash at Bank
1/23/2023 47.60 Cash at Bank
1/23/2023 80.17 Cash at Bank
1/30/2023 191.00 Cash at Bank
2/6/2023 94.84 Cash at Bank
2/28/2023 97.50 Cash at Bank
2/28/2023 47.60 Cash at Bank
3/2/2023 47.60 Cash at Bank
3/6/2023 140.83 Cash at Bank
3/13/2023 205.01 Cash at Bank
3/31/2023 206.82 Cash at Bank
Sub- total
Total
Income
Total Receipts
Costs
Website Hostng
Dr
Cr
5,000.00
- 5,000.00 Creditors
50.00
- 50.00 Income
19.20
- 19.20 Income
1.97
- 1.97 Income
5,000.00
- 5,000.00 Cash at Bank
71.30
- 71.30 Income
23.70
- 23.70 Income
47.60
- 47.60 Income
725.44
- 725.44 Income
690.80
- 690.80 Income
219.17
- 219.17 Cash at Bank
89.60
- 89.60 Cash at Bank
22.80
- 22.80 Income
23.70
- 23.70 Income
23.70
- 23.70 Income
95.40
- 95.40 Income
70.92
- 70.92 Income
71.30
- 71.30 Income
235.40
- 235.40 Income
95.00
- 95.00 Income
93.90
- 93.90 Income
9.36
- 9.36 Income
323.13
- 323.13 Income
47.60
- 47.60 Income
80.17
- 80.17 Income
191.00
- 191.00 Income
94.84
- 94.84 Income
97.50
- 97.50 Income
47.60
- 47.60 Income
47.60
- 47.60 Income
140.83
- 140.83 Income
205.01
- 205.01 Income
206.82
- 206.82 Income
14,162.36
- 14,162.36
-
3853.59
3853.59
219.17

Insurance 89.6 Total Payments 308.77