TRUSTEES, ANNUAL REPORT For tlie period 24 January 2025 to 31 August 2025 l. Reference and Administrative Details Charity Name: BHAGAT SAIN JI Charity Registration Number: 1211859 Principal Office: 15 Neivliall Hill, Birmiiighain, Bl 3JG, England Email: bhagatsainji57@gmail.com Legal Structui-e: Charitable Iiicoi-porated Organisation (CIO) Trustees during the reporting period: Harleen Kaur (Chair) Amarjeet Singh Gina Aulak 2. Structure, Governance and Management Governing Document: The charity is governed by a Constitution dated 28 July 2024. Objects: The promotion of the efficiency and effectiveness of charities (according to the law of Eiigland and Wales) for the public benefit by giving advice and assistance to charities worldwide to enable tliem to meet tlieir charitable pui"poses. Trustee Appointment and Structure: The charity has a minimum of three trustees, Trustees are appointed by resolution of existing trustees. There were no changes to trustees during the reporting period. Trustees are also the only voting members of the CIO. Information Classification: GENERAL
Trustee Meetings: The trustees met twice per month during the reporting period, either in person or electronically. Trustee Remuneration: No trustee received reinuneration or financial benefit during the reporting period. Policies; The charity did not formally adopt written policies during this period. Trustees intend to formalise policies inclliding risk management, safeguarding and conflicts of interest. 3. Objectives and Activities Suniinary of Activities: Project l- Charity Systems Development (UK): The cliarity worked with a UK charitable organisation to design and develop a digital system to improve doiiation trackiiig, allocation and operatioiial efficiency. Although developnient challenges wei"e eiicountered aiid the application strategy evolved, operational iinprovements were delivered to strengthen systeins and transpareiicy. Project 2 - Educational Capacity Support (UK): The charity supported Khalsa Panth Academy by designing a more efficient student onboarding system and assisting with the recruitment and vetting of teachers. As a result, ' the Academy successfully launched and gi.ew to approxiinately 100 students during the reporting period. Project 3 - Poverty Relief Support (India): The charity worked with a counterpart organisatioii in India to provide financial assistance for school-related requirements, helping reduce barriers to education for disadvantaged students. Beneficiaries: Beneficiaries included UK-based cliai"itable organisations, students receiving educational support, and members of the public benefiting from improved charitable delivery. 4. Achievements and Performance Key Achievements: Supported an organisation with an online audience of approximately 200,000 followers. Information Classification: GENERAL
Enabled Klialsa Panth Academy to grow from zero to approximately 100 students. Provided education-related support to students in India. Successfully released an application on the Google Play Store (prior to strategic revisions). Public Benefit Statement: The trustees confirm that tliey have had due regard to the Charity Commission's guidance on public benefit. All activities were carried out exclusively in furtherance of the charity's objects and for the public benefit. 5. Financial Review Total Income: £9,324 Total Expenditure: £2,174 Surplus for the Period: £7,150 Main Income Source: Trustee contributions. Main Expenditure: Application development and technical costs. The charity Iield no restricted funds and had no debts or liabilities at the period end. Reserves Policy: The trustees aim to maintain unrestricted reserves equivalent to at least three months of operating costs and committed project expenditure. Reserves are reviewed at each trustee meeting. 6. Risk Management A key risk during the period was reliance on external developers whose performance did not meet expectations, resulting in delays and strategic adjustments. Trustees have strengthened contractor due diligence and oversight procedures. 7. Plans for the Future Creating an Al app to support Sikh temples in delivering educational classes to their congregation Explore collaboration with charitable hospitals in India to support medical camps. Information Classification: GENERAL
- Statement of Trustees, Responsibilities The trustees are responsible for preparing the Trustees, Annual Report and financial statements in accordance with applicable law and regulations. The trustees confinn compliance with their duty to have due regard to the Charity Commission's public benefit guidance. Approved by the trustees on: 8103 Harleen Kaur Chair of Trustees Infonnation Classification: GENERAL
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Charity Name No (if any)
BHAGAT SAIN JI 1211859
CC16a
Receipts and payments accounts
For the period Period start date Period end date
To
from 24-Jan-25 31-Aug-25
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
General Donations by Trustees 9,324 - - 9,324 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for 9,324 - - 9,324 -
AR)
A2 Asset and investment sales,
(see table).
Loan Receipts - - - - -
- - - - -
Sub total - - - - -
Total receipts 9,324 - - 9,324 -
A3 Payments
Charity Expenses 2,054 - - 2,054 -
Advertising 115 - - 115 -
Admin Expenses 5 - - 5 -
Sub total 2,174 - - 2,174 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 2,174 - - 2,174 -
Net of receipts/(payments) 7,150 - - 7,150 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 7,150 - - 7,150 -
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CCXX R1 accounts (SS)
08/03/2026
1
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Total Liabilities Signature |
Unrestricted funds to nearest £ - - - |
Endowment funds to nearest £ - - - |
| 7,150 | - | ||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - Current value (optional) - - - When due (optional) Date of approval 08/03/2026 |
CCXX R2 accounts (SS)
08/03/2026
2