Finance Score: 0

Governance Score: -3

Support Score: 6

No PartB

Only 4 Trustees: -1
Multiple returns filed late: -2

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 3

BABA BUDHA JI EDUCATIONAL TRUST

To promote the benefits of those persons now residing in Peterborough who are part of the Bhat Sikh community or anyone else that complies with the principles laid down in this governing document, without distinction of sex, political, religious or other opinions by association, the local authorities, voluntary organisations and inhabitants

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 4 trustees?
Over half the Board have joined recently
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£81	£59	£22	n/a	n/a	n/a	n/a	n/a	n/a
?31/03/22		£83	£41	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£87	£65	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£85	£74	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£55	£73	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£63	£47	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£58	£57	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£59	£57	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£55	£50	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£58	£69	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£49	£52	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£59	£35	£24	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 14 years

surbajit.shehri@outlook.com

01733565133

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Peterborough City,

Who it helps

Children/Young People
Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£15,000
National Lottery Community Fund	£10,000
Cambridgeshire Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Guru Nanak Free Kitchen
£10,000	12/03/2021 10	The funding will be used to continue the groups free food service for homeless people and vulnerable members of the community. The project aims to reduce food poverty and improve physical and mental wellbeing.
DCMS - Coronavirus Community Support Fund
£10,000	14/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Cambridgeshire Community Foundation - Grant to Baba Budha Ji Educational Trust
£5,000	22/06/2020 4	to deliver raw and cooked food parcels to 1,000 homeless and vulnerable people in Peterborough and the surrounding areas
DCMS - VSCE CMC Fund
£5,000	22/06/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

BALWINDER SINGH KASBIA Appointed: 2024

GURDEV SINGH Appointed: 2015

LAKHBIR SINGH Appointed: 2022

SURBAJIT SHEHRI Appointed: 2022

Legal constitution

Charity registered in England & Wales on 29/10/2010, number: 1138700

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; AR23: 106 days late, AR19: 45 days late, AR18: 216 days late, AR17: 73 days late, AR16: 23 days late, AR15: 62 days late, AR14: 81 days late,

Main office

23 ROYCE ROAD
PETERBOROUGH
PE1 5YB

Objectives

THE OBJECTS OF THE TRUST ARE:- • TO PROMOTE THE BENEFITS OF THOSE PERSONS NOW RESIDING IN PETERBOROUGH WHO ARE PART OF THE BHAT SIKH COMMUNITY OR ANYONE ELSE THAT COMPLIES WITH THE PRINCIPLES LAID DOWN IN THIS GOVERNING DOCUMENT, WITHOUT DISTINCTION OF SEX, POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATION, THE LOCAL AUTHORITIES, VOLUNTARY ORGANISATIONS AND INHABITANTS IN A COMMON EFFORT, BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS, AND THE PROVISION OF FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS. • TO RELIEVE POVERTY, SICKNESS AND DISTRESS IN THE SIKH COMMUNITY IN PUNJAB, INDIA. • THE ADVANCEMENT OF SIKH RELIGION IN THE PETERBOROUGH AREA FOR THE BENEFIT OF ALL PUBLIC THROUGH OPERATING A GURDWARA (A SIKH PLACE OF WORSHIP). • THE ADVANCEMENT OF EDUCATION PARTICULARLY IN ENGLISH AND PUNJABI LANGUAGES AND THE TEACHINGS OF SIKH HISTORY AND CUSTOMS.

Defined Area of Benefit:

PETERBOROUGH

Data Sources

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