Trustees. Annual Report for the perlod Peri¢)d start date . Period end date Day ITO JO Reference and administration details ', Yeai Year From . 2024 .. AprH 2025 Section A Charlty nam• The Mahmood Sherali Bhogadia Charilable Foundation Othor nam•s charlty Is known by The MSB Foundation R•glst•r•d eharlty numb•r Ilf any) 1194417 Charfty's prln¢lpal addr•ss 6 Alder Close Hollywood Birmingham Postcod• 847 5RA Nam•s ol th• charlty trust••s who manag• th charlty Dat•s act•d if Trot for whol• TNst•• n•m• OfflG• lif •nyl Nam• of p•rson lor body) •ntfrU•d int trust•• if an As per Ihe Constitution Mahmood Sherali Bhogadia Chair of Trustees Whole Year Mansura Bhogadia Trustee Whole Year As per the Constitution Tayyaba Bhogadia Trustee ole Year As per the Constitution 10 12 13 14 15 16 17 18 19 20 Nam•• of th• trustMs for the charlty, If any, (for •xampl•, any custodian trusto•sl Nam• Datss acted If not for whol• oar TAR March 2012
Nam•s and addr•ss•s ol advls•rs (Optlonal Informatlon) of advls•r Namo Addr•ss Bankers Nalwesl Bank P O Box 16204, Birmingham, B2 2 WP Nam• of ehlef oxecutlve or nam•s of s•nlor staff mombors Ioptlonal Infomiatlon) Section B Structure, overnance and mana ement D•scrlptlon of th• oharlty's trusts Constitution Type of governing document leg, trust deed. constilutioiil How the charity is constituted leg Irusl. association, Gompany I Charitable Incorporated Organisation (CIO) Trustee selection methods ley. appuiriled by, elecivd by I Resolution at Meeting ol Charity Trustees Addltlonal gov•rnan¢• Issu•s {Optlonal Inforniatlon) You may choos• lo include additional information, where relevant, about.. policies and procedures adoptèd for the induction and training of trustees., the charity's organisational stnjcture and any wider neOrk with vthich the charity works., relationship with any related parties., truslees, Consideration of major risks and the system and procedu$ to manage them. Section C Ob"ectives and activities Summiry of th• obJ•Gts ol th• charlty s•t out In It• gov•rnlng do¢um•nt TAR Mar¢h 2012
The prev8ntEon or relief of poverty and improvement of conditions of lif8 in socially and economically disadvantaged communities, by providing grants, items and services to individuals in need andlor charits, or other organisats'ons working to felieve poverty To promote human rights throughout the wodd for the public benefit To further any purpose, which is exclusively charitable under the Laws of England and W818S Summary ofth• maln lettltE•S undertak•n for th• publ1¢ b•nollt In rnlatlon to these objects Ilnclud• wlthln th1$ ¢tIon th• statutory doclaratlon that truste•s havo had f•gard to th• guldanc• Issu•d by th• Charlty Commlsslon on publla b•n•fit) All our charitable activities focus ors The MSB Foundation's objectives as set out in the Constitution and are undertaken lo further our Charitable purposes for the public benefit. The Trustees are cognisanl of their responsibilities and have acted in accordan with the guidelines issued by the Charities Commission on public benefit Addttlonal d•talls of obl•ctlvos and actlvltlos Ioptlonal Inforniatlon You may choos• to indude further statements. where relevant, aÈout'. policy on grantmang. policy programme related investrnent., contribution made by volunteers. TAR Mar¢h 2012
Section D Achievements and performance The MSB Foundation made various grants available to other UK-based. registered charities to further its objective of the prevention, or reliel ol povety and improvement of conditions of life in socially and economically disadvantaged communits'es Marth 2012
Carry forward to next year D•talls of any funds mat•rlally In defl¢lt Further flnanclal r•vl•w d•talls Ioptlonal Infomutlon) You may choos• to indude additional information, where relevant about- the charity's principal sources of funds (including any fundraisingl.. how exnditUre has supported the key objectives of the charity,. investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration Th• trust•oi d•claro that they hav• approvod tho trust•es' r•port abovo. 8lqn•d on b•half ol th• aharlty'8 tr 11gnatur•<•) Pull Mm•(¥l Mahmoo Po•ltlom (•q 8••r•tsry, Chalr, •tol Sh rall Bhogadia Chalr of Trust6e8 D•t• e Augu•t 2026 March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES THE MAHMOOD SHERALI 8HOGADIA CHARITABLE FOU 1194417 Receipts and pa ments accounts CC16a For the perlod PerfcKI start date Perityj end date 3W.25 To Section A Receipts and payments Unrestrlctod fund• th• ftMrnBI R•stricted funds Endowment fund• Tot•1 funds Last y••r th• n••r••t£ lo th• n•rnt £ ty) th• n••r••t £ to th• At01t £ A1 R•col DonAtiorrf4 R•¢dvad Gft "d Refund 8¥nk Intare•t R•c•iv•d 12.894 3.767 39 11J94 14,905 3.198 13 ub total( ross irKx>me for AR) 16.71W) lJ,116 A2 A•••t ind Inv•stm•nt sales, (•# tabl•). Sub total 1Q7iJO 1I71XI A3Pa Grnnts M•d• Proftswon41 F• 18,894 16,694 18,570 2,700
Sub total 1fjS94 10.6•4 19.270 A4 A88et and Investment purchases. (see tablel Sub total ' 16,694 16,694 19,270 Net of rgcelptsifpayments) . A5 Transfers between funds A6 Cash funds last year end C88h funds this year end 1021 1027 1021 3,027 4175 1021 CXX'R2.arc41unts (SS), .
Section B Statement of assets and liabilities at the end of the period UnreAtrict6d funds to nMr••t £ Ro8trlcted fund• to rwr••t £ Endowmont fund• to nMr••t £ Cat•gorf•• Dotslls Bl Ca8h fund• SurF4u• fof th• y•Ar 3.027 Total cash funds 1027 Unr••trlcted funds to nMM•t £ Restrlctsd funds to nMr••t £ Endowment fund• to n••rMt £ Details &'ft ljd Clam Due Fund 10 wttkh ••t b•lo Curr•nt v•lu• tion*l Details Co•t (¢)ptktnall Fund to whkh •ot belo Co•t loplknnal) Curront v•lu• tlon•l D8ta118 oy.
Chanty's own u80 Fund to which li•bill Amount du• ¢ional When du• n•1 Details B5 Uabllllles sfign8d ty one or two tntstees on L*haff of am the trustees Pn'nt Name Dale of roval l¥lir CCXX R4 •GtyJunty18S)