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AUKANA TRUST 2025
ANNUAL REPORT
LEGAL AND ADMINISTRATIVE DETAILS
The Aukana Trust is a religious charity whose object is the promotion of the Buddhist Faith. It was established by a Deed of Trust on 17 June 1985 and registered with the Charity Commission (registration number 326938) on 19 September 1985.
The Spiritual Head of the charity is Pau! Harris.
Trustees:
David Gilbert, Chairman Paul Harris Brother Nigel Skene Anda Lutkevics Peter Case Elizabeth Kemp
As Spiritual Head of the Aukana Trust, Paul Harris has the right to nominate all new trustees. Also, a new trustee may be appointed by a resolution of a meeting of the trustees.
Address of the charity: 9 Masons Lane, Bradford on Avon, Wiltshire, BA15 1QN telephone: 01225 866821 e-mail: intfo@aukana.org.uk Website: www.aukana.org.uk
Addresses of monasteries run by the charity: The Monastery of Absolute Harmony, 9 Masons Lane, Bradford on Avon, Wiltshire, BA15 1QN
The Monastery of Infinite Compassion,
10 Masons Lane, Bradford on Avon, Wiltshire, BA15 1QN
Address of the meditation centre administered by the charity: The House of Inner Tranquillity,
9-10 Masons Lane, Bradford on Avon, Wiltshire, BA15 1QN
Address of teacher’s accommodation administered by the charity: 8 Masons Lane, Bradford on Avon, Wiltshire, BA15 1QN
Bankers:
HSBC Bank plc, 46 Fore Street, Trowbridge, Wiltshire, BA14 8EL
Solicitors:
Bishop, Longbotham and Bagnall, 3 Church Street, Bradford on Avon, Wiltshire, BA15 1LR
Independent Examiner:
Stephen Passfield, 5 Clearwood, Dilton Marsh, Nr Westbury, Wiltshire, BA] 3 4BD
AIMS AND ORGANISATION
To quote from the Trust Deed the object of the charity is ‘to promote the Buddhist Faith in all aspects including both meditative and theoretical aspects and in furtherance of this object but not further or otherwise:-
a) To provide facilities for the general public to attend lectures and classes concerning the Buddhist Faith;
b) To provide libraries and facilities for writing translating printing publishing and selling books and pamphlets; and
c) To establish centres schools colleges institutions monasteries nunneries communities and retreats in the United Kingdom and elsewhere and to provide such support as may be necessary for persons attending the same for the purpose of studying the Buddhist Faith.’
REVIEW OF ACTIVITIES AND ACHIEVEMENTS
The Aukana Trust has regard for the Charity Commission’s guidance on public benefit in the preparation of this report.
At the House of Inner Tranquillity Meditation Centre and associated monasteries in Bradford on Avon the Trust provides facilities for instruction in the teaching of the Buddha. There are two seasons of weekly meetings held at the Centre which are attended by local members. Online Zoom meetings were introduced in the spring of 2023 to enable members of the group who live at a distance to partake in Q&A sessions with Paul Harris. These are open for anyone on the Trust’s email list to attend.
Following are activities during the year ending 30 September 2025:
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e 40 weekly group meetings held with an average attendance of 22 people. e 16 fortnightly Zoom meetings were held with an average attendance of 32 people. Of the 84 different people attending 36 were local and 48 live at a distance.
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e A full schedule of retreats was on offer with 11 6-day silent, 4 6-day integrated and 6 weekend retreats completed. 86 places were filled.
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e 15 new videos were added to the HolT YouTube channel. The channel had 162 videos in total with 5,137 views and 85 new subscribers in the year.
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e 14 Podcasts were uploaded during the year making a total of 183. There were 5,533 listens during the year.
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e The HolT Facebook page had 680 followers at year end.
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e The Friends of HolT Facebook page — a group administered by meditators who post regularly — had 785 members at year end.
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e The biennial Open Day was held in June 2025 with some 150 members and guests visiting the Centre.
All the media platforms can be reached from the Aukana Trust web site. The Trust’s 10 published book titles can also be ordered through the web site via an online shopping cart facility or by contacting the Trust directly. These books are now available free of charge upon request. Donations towards them are welcome.
On 30 September 2025 one monk was in residence fully supported by the Trust. The Trust provided financial support for Pau! Harris as meditation teacher as authorised in section 14 of the Trust Deed. The Trust also supported for part of the year a full-time lay student and trustee, Anda Lutkevics, who has been in residence since February 2000 and works as housekeeper and administrator.
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In keeping with Buddhist traditions, no charge is made for any of the facilities offered by the Trust. The major part of the Trust’s income derives from donations. This financial year roughly 59% of this is made up of various miscellaneous donations including monthly donations from 65 meditators and supporters which contributed £23,105. Donations received for residential meditation courses contributed 21.5% and a Gift Aid tax reclaim contributed 8.7% of the total income. For meditators attending and practising at the Centre, an integral part of the Buddha’s training is the development of generosity, service and friendliness in all aspects of life. Over the year the Trust has received various non-financial donations, particularly in respect of food and household goods as well as assistance from meditators in the day-to-day upkeep of the Centre.
RESERVES POLICY
To reflect the high potential costs of repairs to the buildings the Trustees aim to maintain reserves at a minimum level of 2 times the annual expenditure with the exclusion of exceptional items. The policy is reviewed annually. At 30 September 2025 the Trust had cash reserves of £145,007. Total expenditure for the year was £88,191 which included exceptional expenditure to update fire safety installations of some £31,228. Without the exceptional items the reserves are about 2.5 times expenditure.
Trustee Trustee
* CHARITY COMMISSION FOR ENGLAND AND WALES
‘ Independent examiner's report on the accounts
Section A
Independent Examiner’s Report
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Report to thememberstrustees/of A\ UK5 Aat NAKiva TRUSTnae,
On accounts for theended year | Sie)- _ q _ A025‘ew Charity(if any)no 62 -ASS
| report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended ‘
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Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
*® accounting records were not kept in accordance with section 130 of the Act or e the accounts do not accord with the accounting records
| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
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Name: STEPHEN (PASSEIELY,.
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Relevant professional qualification(s) or body {if any): any):
IER
1
October 2018
Section B
Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of L P ‘ps any items that the Ne mM this d CoVnitar1s) dontifee . examiner wishes to disclose.
IER
2
October 2018
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NOTES TO THE ACCOUNTS
The accounts have been prepared entirely as Receipt and Payment accounts with an accompanying statement of Assets and Liabilities in accordance with Charity Commission Guidance. An Appendix showing details of the Aukana book movements has been provided for the benefit of the trustees.
The funds of the Charity are all unrestricted funds so all financial information has been given in total.
RECEIPTS & PAYMENTS
RECEIPTS
Donations - Meditation Courses: The donations from those attending meditation courses have the portion above cost used in the tax reclaim according to the rules of Gift Aid — our present suggested donation is £30 per meditator per day.
Donations - General: Tax is reclaimed on donations of any value where a Gift Aid Declaration has been signed by the donor. We advise donors that if they wish to give regularly, they can set up a monthly standing order and sign a Gift Aid declaration.
Publishing: To date, the Trust has published ten books.
PAYMENTS
SUPPORT: Teachers
The Trust has provided financial support for Paul Harris.
SUPPORT: Residential Lay Student
One residential student received an allowance for part of the year.
REPAIRS AND MAINTENANCE: One off safety assessments were carried out for £1,104 leading to a wireless fire alarm and emergency lighting system being installed throughout nos. 9, 10 and 10a for £21,600 and fire doors being fitted in essential areas for £8,524.
STATEMENT OF ASSETS AND LIABILITIES
ASSETS USED BY THE CHARITY
Freehold Property: The Trust owns three properties:-
9 Masons Lane, Bradford on Avon bought in 1986 for £79,000. 10 Masons Lane, Bradford on Avon bought in 1993 for £200,000. 8 Masons Lane, Bradford on Avon bought in 1997 for £110,000.
OTHER ASSETS
Publishing Debtors and Stocks: See Statement of Assets and Liabilities and Appendix.
Trustee Trustee
eed” Morte, 2026
Date 12th Woah 202%
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