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
ne￿Ork 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 charit￿s, 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
lett￿ltE•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 grantma￿ng.
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 ex￿nditUre 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• A￿t01t £
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)