Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 05 04 2019 To 04 04 2020
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1011892
David Barker Foundation
Charity's principal address 210-212 Manchester Road
Northwich Cheshire Postcode CW9 7NN
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 (ifany) |
|---|---|---|---|---|
| David Barker | ||||
| Janelle Barker | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information) Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document Trust Deed
- (eg. trust deed, constitution)
How the charity is constituted Trust (eg. trust, association, company)
Trustee selection methods New Trustees, if any, would be appointed by the charity’s founding (eg. appointed by, elected by) Trustees.
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the General charitable purposes charity set out in its governing document
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During the 2020/21 year, the Charity has continued its close involvement with local youth charity, MAHDLO – Oldham Youth Zone, as well as a strong association with OnSide Youth Zones, of which MAHDLO is one.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The Trustees are committed to an ongoing relationship with MAHDLO. Mrs Barker continues to serve on the Board of MAHDLO and act as an advisor. This is an unpaid role to which Mrs Barker continues to devote many hours each month. The trustees are committed to providing support - both financial and personal – to MAHDLO, for the foreseeable future.
In these and other donations, the Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main The Foundation and its Trustees continued to nurture and lend support to achievements of the charity local charities, with a particular emphasis on Youth and a secondary during the year interest in Arts.
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Section E Financial review
Brief statement of the charity’s policy on reserves
The Charity’s US dollar investment in L3 has not shown a return during the 2020/21 year. The investment has retained its original value.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Kim Griffiths
Full name(s) Kim Griffiths Position (eg Secretary, Chair, etc) Administrator Date 17.01.2022
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THE BARKER FOUNDATION
Annual Accounts for the year ended 05.04.21
Trustees: David Barker Janelle Barker
THE BARKER FOUNDATION Profit & Loss Account For the year ended 5th April 2021
| INCOME Barker Foundation, Handlesbanken Sterling Account Opening Balance Interest Received: 06.04.20 to 05.04.21 Other Receipts Donation received from CWRP Manchester Limited, 15.02.2021 Less Handlesbanken charges Total funds available year to 05.04.21 |
||
|---|---|---|
| 49,616.07 | ||
| 22.80 | ||
| 30,000.00 | ||
| 7.20 | ||
| £ | ||
| 79,631.67 |
THE BARKER FOUNDATION Profit & Loss Account For the year ended 5th April 2021
INCOME
| Barker Foundation, Handlesbanken US Dollar Account Opening Balance Interest received 06.04.20 - 05.04.21 Handlesbanken charges |
|
|---|---|
| 16,088.45 | |
| 32.89 | |
| 0.00 |
Interest received on L3 Investment
No interest was payable during the year to 05.04.21
| Total funds available year to 05.04.21 $ |
|
|---|---|
| 16,121.34 |
THE BARKER FOUNDATION
Profit & Loss Account
For the year ended 5th April 2021
| EXPENDITURE - COSTS Date Cheque Name Charity No. Number |
STERLING Amount £ |
|---|---|
| Total bank charges April 2020 - April 2021 EXPENDITURE - RETURN OF LOAN No loans or loan repayments were made during the year to 05.04.21 EXPENDITURE - DONATIONS (Sterling) Date Cheque Name Charity No. Number |
|
| 5.60 | |
| - | |
| Amount £ |
|
| 05-May-20 Debit 1134427 11-May-20 _*41_ Hope & Homes for Children 1089490 11-Aug-20 _42_ Mahdlo Youth Zone 1134427 30-Sep-20 43 National Trust 205846 30-Sep-20 44 V&A Museum 1144508 08-Oct-20 Debit Wikipedia 1144513 27-Nov-20 45 Mahdlo Youth Zone 1134427 27-Nov-20 46 Rainbow Hub 1127498 27-Nov-20 `47 Alzheimer's Research UK 1077089 10-Dec-20 48 Children's Cancer Research Fund 1046278 10-Dec-20 49 UK Antartica Heritage Trust 1160847 10-Dec-20 50 NSPCC 216401 18-Mar-21 51 Mahdlo Youth Zone 1134427 *Total Donations made for year to April 2021 Total £ Expenditure, Costs plus Donations to April 2020 £ Mahdlo Youth Zone - Virgin Giving |
1,000.00 £ 1,000.00 200.00 90.00 109.00 104.00 25,000.00 2,000.00 2,000.00 250.00 250.00 200.00 25,000.00 |
| 57,203.00 | |
| 57,208.60 |
| THE BARKER FOUNDATION Profit & Loss Account For the year ended 5th April 2021 continued Date Cheque Name Charity No. Number |
US DOLLARS Amount $ |
|---|---|
| Total bank charges April 2020 - April 2021 No US Dollar expenditure during the year to April 2021 Total Expenditure, US dollars to April 2021 |
|
| 0.00 | |
| 0.00 |
THE BARKER FOUNDATION Balance Sheet For the year ended 5th April 2021
| INCOME/ASSETS Opening Balance at bank 05.04.20 Bank Interest Received Interest received on investment Donations received to 04.04.21 EXPENDITURE/EXPENSES Tax/Accountancy advice Bank Charges Loan repayment Charitable donations CURRENT LIABILITIES None LONG TERM LIABILITIES None Total gross funds/income for year to 05.04.21 Total expenditure/expenses for year to 05.04.21 |
UK£ 49,616.07 22.80 30,000.00 79,638.87 0.00 7.20 0.00 57,203.00 57,210.20 |
US$ |
|---|---|---|
| 16,088.45 32.89 0.00 |
||
| 16,121.34 | ||
| 0.00 0.00 |
||
| 0.00 | ||
continued overleaf…./
ASSETS L3 Investment
50,000.00
Closing Balance at bank 05.04.21/Net Assets 22,428.67 66,121.34
These accounts were approved by the Trustees on and are signed on their behalf by
Kimberley M Griffiths K M Griffiths Authorised Signatory
EXAMINER’S REPORT
DAVID BARKER FOUNDATION
ANNUAL ACCOUNTS Y/E APRIL 2021 AND TRUSTEES’ ANNUAL REPORT
The Annual Accounts and the Trustees’ Annual Report for the
DAVID BARKER FOUNDATION
for the year to April 2021, have been prepared by Mrs K M Griffiths in her capacity as Administrator of the Foundation, from information supplied to her by the Trustees.
As Trustee, I have examined these documents and find that they accurately reflect the information provided to Mrs Griffiths for that purpose.
Electronically Signed: Date:
DAVID BARKER TRUSTEE
DAVID BARKER FOUNDATION