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Trustees’ Annual Report for the period
From 02/04/2020 Period start date To Period end date 01/09/2021 Charity name: Naz Legacy Foundation Charity registration number:1183031
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Naz Legacy Foundation is a UK-based charity which seeks to promote excellence in education and positive integration into British society. The Foundation was established to continue the legacy of the late Naz Bokhari OBE. This Foundation has been set up by his family who wish to honour his life and good work. It hopes that like him, by promoting excellence in education and positively integrating in British society, we can all make an impact. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The Foundation has three programmes for the public benefit to meet its mission of raising aspirations and promoting positive integration. Interfaith Iftar The Foundation organises high profile community integration events, and the Interfaith Iftar is the highlight of the Foundation’s calendar. It offers young people (14-30) the opportunity to meet people from different faiths and none and directly engage with leaders in our society. Diversity Programme The Diversity Programme provides a series of educational and cultural enrichment opportunities for young people from disadvantaged and minority backgrounds, including opportunities to learn about the rich heritage of diverse role models in Britain. The Programme aims to make young people aware of the positive contributions they can make to society. Naz Bokhari Fellowship The Naz Bokhari Fellowship is an annual programmewhichsupports a studentwho |
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| has faced adversity to gain a university place, providing mentoring, an award, and continued support through an alumni network. The Fellowship recognises resilience and perseverance, qualities that Naz modelled. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are aware of guidance issued by the Charity Commission on public benefit and have ensured all aspects of the Charity’s work provides public benefit to England and Wales. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grant-Making Approach A key tool by which the trustees will further the Foundation’s Purpose is through the provision of small monetary grants to winners of the Naz Bokhari Fellowship. Eligibility All students at participating schools or colleges are eligible for consideration for a grant as part of the Award determination process. The Award will be used to support a student from the participating school or college who has: recently completed their A-level studies; secured a place at university; and, are required to take a loan for their tuition fees Hard work, resilience and perseverance Overcoming challenges and obstacles Supporting wider society and a commitment to integration Selection process The Award will recognise those students who have exemplified the values of Naz Bokhari and the Foundation of: Selection based on the above criteria is delegated to staff at participating schools/colleges on the basis that they know their students best. The Foundation ensures that the school staff involved in the selection process fully understand the criteria to be applied in the selection process and will ensure that such have been applied before confirming any Award, including the allocation of the funds. **Monitoring and Publication ** |
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| It is the policy of the Trustees to monitor all grants made. Recipients must be informed that the grant must be used for legitimate expenditure related to their academic and/or career aspirations. The Foundation will work with Award winners, as part of the wider support package, to help the recipients to use the funds to best effect to further their long- term aims. Recipients are required to report on how they have used the funds and how the financial support has helped them achieve their long-term aims. The Trustees also expect to receive copies of any published articles, papers or other outputs |
||
|---|---|---|
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | The Foundation has been supported by its volunteers from its inception in 2012. The Foundation has an executive team, compromising of six volunteers, who help steer the direction of the Foundation. They support the Director in planning events, running events and with future planning and grant applications. The Foundation also relies on its army of volunteers to support the high-profile interfaith events, the charity organises in Ramadan. We have a number of volunteers who support in the delivery of our Diversity Days andInterfaithevents. |
| Other |
Achievements and Performance
SORP reference
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| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Interfaith Iftar Due to the pandemic, during Ramadan 2020 and 201, the Foundation hosted a number of virtual Iftars. Speakers included, HRH Prince of Wales Secretary of State for Health and Social Care, Rt Hon Matt Hancock MP. US Ambassador, Robert W Johnson, at the launch of our virtual Iftar Series. . · Secretary of State for International Trade and Minister for Women and Equalities, Rt Hon Liz Truss MP Conservative Chairman Iftar, Rt Hon Amanda Milling MP Conservative Chairman, Rt Hon Amanda Milling MP More in Common in partnership with the Jo Cox Foundation Secretary of State for Northern Ireland, Rt Hon Brandon Lewis MP Archbishop of Canterbury Cardinal Nichols Chief Rabbi Mirvis Bishop of London US Ambassador -at-large for International Religious Freedom Sam Brownback Mayor of London, Rt Hon Sadiq Khan. Mayor of Greater Manchester, Andy Burnham Leader of the Labour Party, Sir Keir Starmer - Attorney General Rt Hon Suella Braverman QC Secretary of State for Digital, Culture, Media and Sports, Rt Hon Oliver Dowden MP Secretary of State for Foreign Affairs, Rt Hon Dominic Raab MP Over 75,000 people took part in the 2020 Virtual Iftar series. In 2021, we arranged the following virtual Iftars, The Deputy Leader of the Labour Party, Angela Rayner MP Baroness Verma Baroness Amos Ebba Qureshi Rt Hon Lucy Frazer QC Dr Zaf (Crystal Palace) |
|---|---|---|
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| | Adnan Moti (Swansea City FC) |
|---|---|
| | Secretary of State for Health, Rt |
| Hon Matt Hancock MP | |
| | Charge d'Affaires,US Embassy |
| London, Yael Lempert | |
| | HRH The Prince of Wales |
| | Foreign Secretary Rt Hon Dominic |
| Raab MP | |
| | Chief Rabbi Mirvis |
| | Bishop of London |
| | Imam Mahmoud OBE |
| | His Eminence Cardinal Vincent |
| Nichols | |
| Over 200,000 people took part in this virtual | |
| series. | |
| Diversity Programme | |
| In 2020/2021, due to the pandemic, we | |
| were not able to host in person events, thus | |
| the programme went virtual. Throughout the | |
| academic year, we hosted the following | |
| Diversity Days: | |
| | The Foreign and Commonwealth |
| Development Office | |
| | Metropolitan Police UK Parliament |
| | Imperial College, University of |
| London | |
| | Ernst & Young |
| | Community Cohesion and Civic |
| Participation Workshops x5 | |
| The Programme also provided one-off | |
| opportunities for students on our Diversity | |
| Programme including, | |
| | An all-female student roundtable |
| with Rt Hon Victoria Atkins MP for | |
| International Women's Day 2021 | |
| | Engage in a Q&A with Government |
| Ministers inc, Rt Hon Dominic Raab | |
| MP |
Naz Bokhari Fellowship
Due to the pandemic this programme was put on hold for this year.
Additional information (optional) You may choose to include further statements where relevant about:
Para 1.41
In the past 24 months, the Foundation has made great strides towards its objectives. The Foundation has focussed on raising
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| Achievements against objectives set |
aspiration amongst young people through its Diversity Programme and has encouraged positive integration via its Interfaith programme and the Diversity Programme Interfaith Iftar Over 500,000 participants joined the virtual Iftars in Ramadan 2020 and 2021 Over 10 faith leaders joined the virtual series Over 20 Government and opposition MP’s joined the virtual events Diversity Programme The evaluation from the Diversity Programme found that, 100% of participants felt the programme improved their knowledge and understanding of Diversity in Britain 97% of students believe the programme encouraged them to think differently about opportunities available to them 90% of students were inspired by their ‘virtual’ visits 100% of teachers believe the programme provided their students with a unique and educational experience 1000+ school children engaged with the programme 84% of participants were inspired to apply to university/Highereducation |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | The fundraising aim for the charity is to ensure it has enough funds available to continue the employment of its staff, run and develop its programme, despite the pandemic- both of these objectives have been met. We also aim to maintain reserve for six months of running costs. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
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Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is in a stable financial position. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity has a six month reserve to ensure it is able to cover core cost and reassess its financial and organisational future. |
| Amount of reservesheld | Para 1.22 | £28,000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The main source of funding for the charity in 2020/2021 was through charitable donations and grants to support the Foundation’s programme. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | The Charity is in a reasonably good position currently, however, the biggest risk to the charity is the long term impact of the pandemic and the economic uncertainty of the country. Staffing and turnover of staff is also a risk. The charity has previously been dependant on charitable donations, however, the charity has increased its applications for grants and has also received a number of grants which has helped us diversify our income. |
| Other |
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Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation (CIO) |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The trustees were appointed in April 2019, when Naz Legacy first registered with the Charity Commission for three years and were selected due to their personal relationship with Naz Bokhari OBE and commitment to the Naz Legacy Foundation since 2012. Three new trustees were appointed by the Board in December 2021. Selection was based on their skill set and their previous work withtheFoundation. |
| Additional information (optional) | Additional information (optional) | Additional information (optional) | ||
|---|---|---|---|---|
| You may choose to include further statements | where relevant about: | |||
| The Charity has the following policies in | ||||
| Policies and procedures | place: | |||
| adopted for the induction | Para 1.51 | | Trustees’ Conflict of Interest | |
| and training of trustees | | Management of Risk Policy | ||
| | Code of Conduct | |||
| | Child Safeguarding Policy | |||
| | Financial Handling Manual | |||
| | Trustees Expenses policy | |||
| | Risk Register | |||
| | Scheme of Delegation | |||
| | Business and Emergency Plan | |||
| | Pay Policy | |||
| | Employment Policies | |||
| | Trustee Role Description | |||
| | Chariman Role Description | |||
| | Grant Making Policy |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | The Charity has the following policies in place: Trustees’ Conflict of Interest Management of Risk Policy Code of Conduct Child Safeguarding Policy Financial Handling Manual Trustees Expenses policy Risk Register Scheme of Delegation Business and Emergency Plan Pay Policy Employment Policies Trustee Role Description Chariman Role Description Grant Making Policy |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Trustees have delegated the running of the Foundation to the executive made up of one member of staff. Whilst trustees oversee the governance and finances of the Charity, the executive has been given the responsibility to look after the day to day running of the Foundation. |
| Relationship with any related parties |
Para 1.51 | Company relationship The charity had a company, however, the company was officially shut down in October 2020. |
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Other
Reference and Administrative details
| Charityname | Naz LegacyFoundation |
|---|---|
| Other name the charity uses | N/A |
| Registered charitynumber | 1183031 |
| Charity’s principal address | Unit C119 Tooting Works 89 Bickersteth Road Tooting, London SW17 9SH |
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Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Dr Rowena Shaw OBE |
Chair | |||
| Bushra Nasir CBE | DeputyChair | |||
| Harris Bokhari OBE |
Treasurer | |||
| Imran Sanaullah MBE |
Trustee | |||
| Hannah Kaufman | Trustee | |||
| Tim Carlton Jones | Trustee | |||
| SiddiqMusa | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| **adviser ** |
Name of chief executive or names of senior staff members (Optional information)
Sajidah Patel
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
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Full name(s) Dr Rowena Marie Shaw OBE Position (eg Secretary, Chair Chair, etc) Date 6/21/2022
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Charity Name No (if any)
Naz Legacy Foundation 1183031
Receipts and payments accounts CC16a
For the period
To
from 02/04/2020 01/09/2021
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
Donation 114,933 - - 114,933 86,746
Grant 16,391 - - 16,391 500
Refund 1,844 - - 1,844 612
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
- - 133,168 87,858
AR) [ 133,168 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 133,168 - - 133,168 87,858
A3 Payments
Cost of fundraising events 18,367 5,000 - 23,367 2,800
Advertising 1,373 - - 1,373 708
Insurance 661 - - 661 340
Travel - - - - 651
Wages and salaries 41,849 - - 41,849 15,046
Pension costs 2,993 - - 2,993 1,380
Accountancy 1,800 - - 1,800 -
PAYE 10,649 - - 10,649 500
Charitable donations 299 - - 299
Staff training 5,500 - - 5,500
Computer costs 164 - - 164
Legal and professional 2,820 - - 2,820
General expenses 35 - - 35
Rent 2,100 - - 2,100
Subscription 3,961 - - 3,961 3,479
Sub total [ 92,571 ] 5,000 - 97,571 24,904
A4 Asset and investment
purchases, (see table)
Computer Equipment 500 - - 500
Website 6,120 - - 6,120
Sub total [ 6,620 ] - - 6,620 -
Total payments 99,191 5,000 - 104,191 24,904
Net of receipts/(payments) 33,977 - 5,000 - 28,977 62,954
A5 Transfers between funds - - - -
A6 Cash funds last year end 57,954 5,000 - 62,954 -
Cash funds this year end 91,931 - - 91,931 62,954
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CCXX R1 accounts (SS)
16/06/2022
1
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| 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 Details Total cash funds (agree balances with receipts and payments account(s)) Prepayments Details Al Rayan HSBC Details Signature Accruals Pension |
Unrestricted funds Restricted funds to nearest £ to nearest £ 28,748 - 63,183 - - - 91,931 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) Unrestricted 139 Unrestricted 2,000 - - - Print Name Dr Rowena Shaw OBE |
Endowment funds to nearest £ - - - |
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 6/22/2022 |
CCXX R2 accounts (SS)
16/06/2022
2