Period start date Ooy Peri(xl end date Day ,,To 30 MoTrih Mèy Year Fram 2023 Apiil 2024 Section A Reference and administration details Charlty name The Mahmood Sherali Bhogadia Charitable Foundation Oth•r names ¢harlty Is known by The MSB Foundation R•glst•rnd charlty numb•r111 any) 1194417 Charlty's prln¢lpal addross 6 Alder Close Hollywood Birmingham Postcode B47 5RA Names of the charlty trustoos who manage the charlty Trust•• n•m• Dat•s act•d If not for whol• tar Offi¢• Ilf any) Nam• of p•rson lor bodyl •ntltl•d toa oint trusts• ifan As per the Constitution Mahm¢)od Sherali BHOGADIA Chair of Trustees Who18 Year Mansura BHOGADIA Trustee Whole Year As per the Constitution Tayyaba BHOGADIA Trustee Whole Year As per the Constitution 10 12 13 14 15 16 17 18 19 20 Namm of th• trust5 fr>r th• ¢harlty,11 any, (for exampl•, any custodlan trustees) Nam• Dat•s act•d If not for whol• •ar TAR March 2012
Namos and addr•ss•s of advlsors (Optlonal Informatlon) of advlser Name Addr•$s Bank•r8 Natwest Bank P O 8ox 18204, 8irmingham, 82 2WP Nam• of chl•f •x•¢utlv• or names of sonlor staff memb•rs Ioptlonal Infomiatlonl Section B Structure, overnance and mana ement D•s¢rlptlon of th• charlty's trusts Constitution Type of goveming document (¢9. Iiusi d¢ed. ¥QllSlil¥liu171 How the charity is constiluled leg. Irubl, assts¥ialiofi, Gon)yanyl Charitable Incorporated Organisation ( CIO) Truste8 selection meth¢xIs Resolution at meeting of Charily Twslees Addltlonal gov•rnanc• Issu•8 Ioptlonal Infomiatlon) You may choos• to include additional information, where relevant, about.. policies and procedures adopted for the induction and training of Irustses; the charity's organisational structure and any wider network with which the charity works., relalionship with any related parties.. trustees, consideration of major risks and the system and procedures to manage them. Section C Ob"ectives and activities TAR Marth 2012
The prevention or relief of poverty and improvement of conditions of life in socially and economically disadvantaged communities by providing grants, items and services to individuals in need andlor charities, or other organisations working to relieve povety To promote human rights throughout the world for the public benefit To further any purpose, which is exclusively ch8ntab16 under the laws of land arKS Wales All our tharitable activities focus on The MSB Foundation's obiectlV8s as S8t out in the Constitution and are undertaken to further our charitable purposes for the public benefit. The Trustees a cognisant ol their responsibilities and have acted in accordance with the guidelin8s issued by the Charities Commission on Public Benefit. Summary of the maln actlvlti•s undertaken for tho publlc b•neflt In rglatlon to these objects (Include wlthln thls sectlon the statutory doclaratlon that trust••s h•v• had rngard to the guldance Issuod by tho Charlty Commlsslon on publ1¢ benefit) Addltlonal d•t4118 of obJ•ctlv•s and actlvltlos (Optlonal Infomiatlonl TAR M•r¢h 2012
You may ch¢)o•• to Include further statements, where relevanl, about.. pollcy on grantmaklno., policy programme related Investment., contribulion made by volunteer8. Section D Achievements and performance TAR 2012
Section D Achievements and performance The MS8 foundation made various grants available lo other UK-bas8d, registered charities to further ils objective of the prevention, or relief of poverty and improvement of conditions of lif8 in socially and economically disadvantaged communities TAR 2012
Carry forward to next year Detalls of any funds mat•rlally In deflclt None Further flnanclal r•vl•w d•talls (Optlonal Infomiatlon) You may choose to include additional infomation, wh8re relevant about.. the charity's principal sources of fijnds (including any fundraising)., how expenditure has supported the key objectiV8S of th8 charily., investrnent policy and objectives including any ethi¢21 investment policy adopted. Section F Other optional information Section G Declaration Th• trustses d•¢lar• that th•y hav• approvod th• trust••$' r•port abov•. Slgn•d on b•half of th• charlty's tru Slgnaturo{s) Full nam•($) Posftlon (eg S•cr•tary. Chalr, Otc) Mah era ' BHOGADIA Chair of Trustees Dat• 30 July 2024 TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES THE MAHMOOD SHERALI BHOGADIA CHARITABLE FOU Receipts and payments accounts CC16a For the perfod To 3LiApr-24 Section A Receipts and payments Unrestrfcted funds lh• nMM•t Restricted fund• Endowment fund• Total funds L••t y••r th• £ to th• n••r••¢ £ to th• nMrMt £ to th• n••r••t £ A1 Rocel Donation8 Rocelv•d ft Refvnd B•nk Int•r•st Rece+v•d 14.KtS 3.198 13 12,6 3,935 13 Sub total(Gmss Incon for AR) 14116 A2 A88Ot and Investm•nt sales, (Mo tabl•). Sub total A3Pa Grants Mad• Prot•s8lonAI F 16.570 171JO 17,340 2,7C<I CCXX R1
Sub total 19270 19370 17J40 A4 Asset and Investment purcha968, see table) Sub total 19270 19110 17.340 Net ofreceIp{PaYrnents) A5 Trafe[S between funds A6 Cash funds last year end Cash funds thls year end 4175 40 178 lo 4900 417 CCXX R2aLrixuts (SS)
Section B Statement of assets and liabilities at the end of the period Unfestrictl RtriCI•d funds fund* to n••r••t £ to n•wMt£ Endowmont funds to nMr••t £ D¢t•l B1 Cash fund• SUry1 for the ye•r Jfv21 To¢al cash funds 4021 Unrn•trlctod fund• to n•w••t £ 3.726 R••trfct•d fund• to n••r••t£ Endowment fund• to n••r••t £ Detall• ftA"daam t B2 Oth•r mon•tary a•••ts Fund kn whkh Cun•n¢ wlu• Drt•ll• FuTrJ Io Curr•nt lu• Detalls f•taln•d lor th•
chanty's own use Fund to whh lknbill Amount tlonal When due nal Details B5 Llabilities ned lyrf one or two trustees on i*haff of all the tnlee$ gnature Print Name Date of 4+XrfJ £44eWi CCXX R4 accounts (SS)