DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 ## **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| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 |||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.| |---|---|---| |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 **| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 |||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 DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 |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)| |---|---|---| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 ||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 DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 |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||| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 ## **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||| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 ## **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.| |||| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 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| ||| DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 ## **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** DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 ## **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)** DocuSign Envelope ID: F50EC360-A7B8-4656-9B18-E8E307992548 **Full name(s)** Dr Rowena Marie Shaw OBE **Position (eg Secretary,** Chair **Chair, etc) Date** 6/21/2022 DocuSign Envelope ID: 8B17381A-F760-464F-935D-E5CA47B01FDD **----- Start of picture text -----**
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
**----- End of picture text -----**
CCXX R1 accounts (SS) 16/06/2022 1 DocuSign Envelope ID: 8B17381A-F760-464F-935D-E5CA47B01FDD |**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 ## ## ## ##