# **ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30TH JUNE 2025** 

## **THE CHARLES & PRATIMA PATEL FOUNDATION** 

(CHARITABLE INCORPORATED ORGANISATION) 

**CHARITY REGISTRATION No: 1206592** 

Independent Examiners Ltd The Grain Store Hills Barns Appledram Lane South Chichester West Sussex PO20 7EG 



## **THE CHARLES AND PRATIMA PATEL FOUNDATION** 

## **CONTENTS** 


**----- Start of picture text -----**<br>
Page 3 Legal and Administrative Information<br>Pages 4 to 5 Trustee's Report<br>Page 6 Statement of Receipts and Payments<br>Page 7 Statement of Assets and Liabilities<br>Pages 8 to 9 Notes to the Accounts<br>**----- End of picture text -----**<br>


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## **THE CHARLES AND PRATIMA PATEL FOUNDATION** 

## **LEGAL AND ADMINISTRATIVE INFORMATION** 

## **REGISTERED CHARITY NUMBER** 

1206592 

> **START OF FINANCIAL YEAR** 18th January 20251st July 202418th January 2024 **END OF FINANCIAL YEAR** 30th June 2025 **TRUSTEES AS AT 30TH JUNE 2025** P Patel _(Chair)_ S Patel Dr R Patel Apart from the first Charity Trustees, every Charity Trustee shall be appointed for a term of three years by resolution of the Trustee board passed in accordance with its Constitution. 

**LEGAL STATUS** Charitable Incorporated Organisation **GOVERNING INSTRUMENT** CIO - FOUNDATION Registered 18 Jan 2024 

**OBJECTS** THE OBJECTS OF THE CIO (OBJECTS) ARE, FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE CHARITY TRUSTEES SEE FIT FROM TIME TO TIME THROUGH THE PROVISION OF GRANTS. 

## **REGISTERED ADDRESS** 

The Grain Store Appledram Lane South Chichester West Sussex PO20 7EG 

## **ACCOUNTANT** 

Independent Examiners Ltd The Grain Store Appledram Lane South Chichester West Sussex PO20 7EG 

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## **THE CHARLES AND PRATIMA PATEL FOUNDATION** 

## **TRUSTEES' REPORT FOR THE YEAR ENDED 30TH JUNE 2025** 

## **Objectives and Activities** 

The objects of the Charity are for the benefit of the public, to advance such charitable purposes as the charity trustees see fit from time to time through the provision of grants. The Charity has donated funds to numerous UK-registered charities, mainly medical, but also some humanitarian and animal causes. 

## **Achievements and Performance** 

The Charity has donated funds to numerous UK-registered charities, mainly medical, but also some humanitarian and animal causes. These funds have indeed made a difference to the various charities where the funds were donated, and as such, to the wider society – ie this demonstrates public benefit. 

## **Financial Review** 

The Charity has sufficient funds to continue its goals. 

## **Reserves** 

The Trustees review reserves annually. Their policy is to hold enough cash reserves to meet the operating costs of the Charity 

## **Public Benefit** 

The Trustees have had regard to the guidance issued by the Charity Commission on public benefit 

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THE CHARLES AND PRATIMA PATEL FOUNDAnoN
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## **THE CHARLES AND PRATIMA PATEL FOUNDATION** 

## **STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 30TH JUNE 2025** 


**----- Start of picture text -----**<br>
Unrestricted Restricted  Total<br>Notes Funds Funds 2025<br>£ £ £<br>RECEIPTS<br>Donations and Legacies 2a 10,001 - 10,001<br>TOTAL RECEIPTS 10,001 - 10,001<br>PAYMENTS<br>Cost of Charitable Activities 3a 8,533 - 8,533<br>TOTAL PAYMENTS 8,533 - 8,533<br>NET RECEIPTS/(PAYMENTS) 1,468 - 1,468<br>- - -<br>Cash Funds brought forward<br>CASH FUNDS CARRIED FORWARD 1,468 - 1,468<br>**----- End of picture text -----**<br>


All of the organisation's operations are classed as continuing. 

The notes on pages 8 to 9 form part of these accounts. 

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THE CHARLES AND PRATIMA PATEL FOUNDATION
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## **THE CHARLES AND PRATIMA PATEL FOUNDATION** 

## **NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 30TH JUNE 2025** 

## **1. BASIS OF ACCOUNTING** 

The accounts have been prepared under the “Receipts and Payments” basis as prescribed by the Charity Commissioners, and they  meet the appropriate legal requirements. The Trustees confirm, in accordance with the Charitable Incorporated Organisations (General) Regulations 2012, that at the year end the CIO did not have any outstanding guarantees to third parties nor any debts secured on assets of the CIO. 

|**2. RECEIPTS**<br>**a) Donations and Legacies**<br>Online Givings<br>**3. PAYMENTS**<br>**a) Costs of Charitable Activities**<br>Bank Charges<br>Professional Fees<br>Charitable Donations<br>Internet Expenses|Unrestricted<br>Restricted<br>**Total**<br>Funds<br>Funds<br>**2025**<br>£<br>£<br>£<br>10,001<br>-<br>10,001|
|---|---|
||**10,001**<br>**-**<br>**10,001**|
||Unrestricted<br>Restricted<br>**Total**<br>Funds<br>Funds<br>**2025**<br>£<br>£<br>£<br>212<br>-<br>212<br>1,728<br>-<br>1,728<br>6,500<br>-<br>6,500<br>93<br>-<br>93|
||**8,533**<br>**-**<br>**8,533**|



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## **THE CHARLES AND PRATIMA PATEL FOUNDATION** 

## **NOTES TO THE ACCOUNTS (continued) FOR THE YEAR ENDED 30TH JUNE 2025** 

## **4. RESTRICTED FUNDS** 

The charity held no restricted funds during this or the previous financial period. 

**5. CASH AT BANK AND IN HAND** Unrestricted Restricted **Total** Funds Funds **2025** £ £ £ Bank Current Account 1,468 - 1,468 **1,468 - 1,468** 

## **6. TRUSTEE REMUNERATION AND EXPENSES** 

No payments were made to Trustees or any persons connected with them during this financial period, other than reimbursement for items bought on behalf of the charity. No material transaction took place between the organisation and a trustee or any person connected with them. 

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