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
8. 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 -
**----- End of picture text -----**
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