CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110812024 Period start dat8 To 3110712025 Period end date Charity name: THE BRIDGEWATER FOUNDATION Charity registration number: 1203905 Objectives and Activities SORP ref£rencÈ Summary of the purposes of the charity as set out in its governing document P¥a1.17 THE RELIEF AND POVERTY ANDTHEADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT IN THE UK AND INDIA BY AWARDING GRANTSTOTHOSE IN FINANCIAL HARDSHIP Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or seNices identffied in the accounts. Statement confimiing whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Par3 1.17 and 1.19 THE CHARITY HAS NOT STARTED OPEARTING AS OF 31-07-2025 Para 1.18 TRUSTEES CONFIRM THAT THEY FOLLOW GUIDANCE ISSUED BY THE CHARITY COMMISSION ON PUBLIC BENEFIT Additional infomiation (optional) You ma choose to include further stslements where relevant about: SORP refÈntÈ Para 1.28 Policy on grant making Par8 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Achievements and Performance SORP ref¢ren¢ THE CHARITY HAS NOT&tARTED OPEARTING AS OF 31-07-2025 Summary of the rnain achievements of the charity, identifying the difference the charity's work has made to Ihe GircuMstanS of its beneficiaries and any wider benefits to society as a whole. Parn 1.20 Additional information (optional) You ma choose to include further ststements where relevant about: Achievements against objectives set Para 1.41 Perfomiance of fundraising activities against objedives set Pgra 1.41 Investrient performan against objectives Par8 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Statement explaining the poIiGy for holding reserves ststin are held Amount of reserves held Reasons for holding zero reseNes Paryd 121 THE CHARITY HAS NOT STARTED OPEARTING As OF 31-0 THE CHARITY HAS NOT STARTED OPEARTING AS OF 31-07-2025 NIL R5ERVES Para 1.22 Para 122 NIL R5ERVES THE CHARITY HAS NOT STARTED OPEARTING AS OF 31-0 THE CHARITY HAS NOT STARTED OPEARTING AS OF 31-07-2025 NIA Para 122 Detsils of fund materially in defictt Explanation of any uncertainties about the harity continuing as a going concem Par¥ 1.24 Parn 1.23 NIA Additional inf0mtion {optional) You ma choose to include further stat8ments where relevant about.. The charity's principal SoUrS of ftinds {including any fundraising) P8r8 1.47 Investment policy and objectives including any social investment policy adopted Psra 1.46 A description of the princtpal risks facing the charity Par8 1.46 Other
Structure, Governance and Management Description of charity, trusts: Type of goveming document lilLlSt d,e-d, r-ysl -narkerl How is the charity constituted? Para 125 CONSTITUITION Para 1.25 cio SSOCl&Tion, C',O', 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 Par8 125 every trustee mt be appointed by a resolution passed at a properly convened meeting of the charity trustees. Additional information (optional) You ma choose to include further statements where relevant about: Policies and prOdureS adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity worts Para 1.51 Relatlonship with any related parties Para 1.51 Other Reference and Administrative details Charity name Other name the chari uses Registered charity number Charity's principal address THE BRIDGEWATER FOUNDATION 1203905 UNIT 20 HARWOOD STREET BIACKBURN BBI 3BS
Names of the charity trustees who manage the charity Trustee nam Office lif any) Datss actèd if not for whole year Name ot person lor body) entitled to appoint trus-tee (If an ABDULAZIZYAKUB MOHAMMED ROKER CHAIR ARIF ROKER TRUSTEE MEHBOOB BHAIJI TRUSTEE TANVEER BURONDKER TRUSTEE AHMED 81N YAKUB ROKER TRUSTEE 10 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the re Director name ortwasa roved Name of trustees holding title to property belonging to the charity Truste• name Dates acted if notfor whote ar
Funds held as custodian trustees on behalf of others Description of the a55ets NONE 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 NIA Details of arrangements for safe custody and segregation of such assets from the charlty's own assets NIA Additional Informatlon {optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Name of chief executive or names of senior staff membèrs (Optional information) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details NIA Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name{s) ABDULAZIZ YAKUB MOHAMMED ROKER ARIF ROKER Position leg Secretary, Chair, etc) CHAIR TRUSTEE Date 1210912025
THE BRIDGEWATER FOUNDATION Chari Com ND an No Annual accounts for the 1203905 eriod Period start date Period end date 0110812024 3110712025 Section A Statement of financial activities (including summary income and expenditure account) Restricted income funds Unrestricted fund5 Endowment funds Prior year funds Recommended categories by activity Total funds Income (Note 3) F01 F02 F03 F04 F05 IncomÈ and endowrnents frorn- Donaiiorts ard lÈgacie5 ChaDuble activities S01 S02 Other trading 8ctivlbes Invesimenls S03 S04 Separate material item of income S05 other SD6 Total Expenditure (Notes 6) S07 Expenditure on.. Raisin9 funds Charitsble aclr¢ilie5 so8 soy Separate material expense item Other S10 S11 Total S12 Net incomellexpenditurel before tax for the reporting period S13 Tax payable S14 Net incomellexpenditurel after tax before investment gainsl{losses) N2t gainslllos5esl on investmènts $15 S16 Net incomel{expenditurel Extraordinary items Transfers between funds Other recognised gainslllossesl= S17 S18 S19 Gains and losses on revaluation of fixed aets forthe GhariV5 Own Use Other g¥inslllossesl Net movement in funds S20 $21 822 Reconciliation of funds.. TDtal funds brought foward S23 Total funds carried forward S24
THE BRITrGEWATER FOUNDATIONCharitv No CoMpnY No 1203905 Section B Balance sheet Restri¢tèd income funds Unrestri funds Endowment Total this fund5 yÈar Totsl188t year Fixed assets Intangible asset$ Tangible assets Heritage assets InvestrnEnts F01 F02 F03 F04 F05 (Note 151 (Note 141 (Not& 161 INote 171 Totsi fixedassets &DT Current assets Stock5 DebtOTS Investments INote 181 (Nots 191 (Note 17AI Cash at bank and in hand INote 241 Total ¢urtsrJf assets B09 Creditors= 3rnounts falling due withln one year INote 2DI Net current assets/(IlabilitiesJ 612 Totsl&ssets less turrentliabilities 81S Creditors.. amount5 falling due aft8r one year (Note 201 Provlsions for liabilitses B15 Total net•s$ets orliabilities Funds of the Charity Endowment ftjnds (Note 271 Restricted income funds INote 271 Unrestricted funds B19 Revaluation reserve Fair value rÈ$etve 82D Total fiinds B22 The company was entltled to exÈmpfiorp from Hudit under s47T of the Companies Act 2006 relstlng to small cornpanies. rhe members have not requlred the Company to obtsin 4rJ auditin accordance with section 476 of tha Companies Act 2006. The directors acknowledge thetrrespotrJsibilNties fortomplying wNtlp the requirements of the Companies Act with Spect to accountin9 records and the preparation of accounts. These accounts have been preparedin accordance with the provisioNT5 ?ppIic8ble to small companies subject to tho small companies regime and In accordance with FRS102 SORP. Slgn8d by on8 ortro tru$tsesldireBtor5 on behaff of all the trusiefrsldireclors Dale of approval ddlm ABDULZVZYA<UB MOHAMMED ROKER 1210912025 ARIF R ER 1210912025 CC178 (Excell 1310912025