Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 05 04 2023 To 04 04 2024
Section A Reference and administration details
Charity name
David Barker Foundation
Other names charity is known by
Registered charity number (if any) 1011892 Charity's principal address 210-212 Manchester Road Northwich Cheshire Postcode CW9 7NN ~~ee~~ Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 David Barker 2 Janelle Barker 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ~~Oe~~ 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:
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policies and procedures adopted for the induction and training of trustees;
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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 2023/24 year, the Charity has continued its close involvement with local youth charity, MAHDLO – Oldham Youth Zone.
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.
Summary of the main activities undertaken for the In these and other donations, the Trustees have had regard to the public benefit in relation to guidance issued by the Charity Commission on public benefit. 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)
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 where they have a personal interest, with a particular during the year emphasis on Youth and a secondary 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 2023/24 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 29.01.2025
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THE BARKER FOUNDATION
Annual Accounts for the year ended 05.04.24
Trustees: David Barker Janelle Barker
THE BARKER FOUNDATION Profit & Loss Account For the year ended 5th April 2024
| INCOME Barker Foundation, Handlesbanken Sterling Account Opening Balance Interest Received: 06.04.23 to 05.04.24 Other Receipts Donations received in the year to April 2024 Less Handlesbanken charges Total funds available year to 05.04.24 |
||
|---|---|---|
| 6,830.17 | ||
| 0.00 | ||
| 30,000.00 | ||
| 2.40 | ||
| £ | ||
| 36,827.77 |
THE BARKER FOUNDATION
Profit & Loss Account For the year ended 5th April 2024
INCOME
| Barker Foundation, Handlesbanken US Dollar Account Opening Balance Interest received 06.04.23 - 05.04.24 Handlesbanken charges Interest received on L3 Investment No interest was payable during the year to 05.04.24 Total funds available year to 05.04.24 |
||
|---|---|---|
| 16,121.34 | ||
| 0.00 | ||
| 0.00 | ||
| $ | ||
| 16,121.34 |
THE BARKER FOUNDATION
Profit & Loss Account
| THE BARKER FOUNDATION Profit & Loss Account |
|
|---|---|
| For the year ended 5th April 2024 EXPENDITURE - COSTS Date Cheque Name Charity No. Number |
STERLING Amount £ |
| Total bank charges April 2023 - April 2024 EXPENDITURE - RETURN OF LOAN No loans or loan repayments were made during the year to 05.04.24 EXPENDITURE - SUNDRIES Purchase of postage stamps EXPENDITURE - DONATIONS (Sterling) Date Cheque Name Charity No. Number |
|
| 2.40 | |
| - | |
| - | |
| Amount £ |
|
| 21.04.2023 _*63_ 1071167 01.06.2023 Transfer National Art Collections Fund 209275 05.02.2024 _64_ Mahdlo 1134427 _65_ cheque destroyed 27.02.2024 Transfer Alzheimers Society via Just Giving 296645 06.03.2024 Transfer Rainbow Hub NW Ltd 1127498 *Total Donations made for year to April 2024 Total £ Expenditure, Costs plus Donations to April 2024 £ Founding Museum |
1,000.00 £ 112.00 £ 25,000.00 - 1,001.50 1,000.00 |
| 28,113.50 | |
| 28,115.90 |
| THE BARKER FOUNDATION Profit & Loss Account For the year ended 5th April 2024 continued Date Cheque Name Charity No. Number |
US DOLLARS Amount $ |
|---|---|
| Total bank charges April 2023 - April 2024 No US Dollar expenditure during the year to April 2024 Total Expenditure, US dollars to April 2024 |
|
| 0.00 | |
| 0.00 |
| THE BARKER FOUNDATION Balance Sheet For the year ended 5th April 2024 INCOME/ASSETS Opening Balance at bank 05.04.23 Bank Interest Received Interest received on investment Donations received to 04.04.24 EXPENDITURE/EXPENSES Tax/Accountancy advice Bank Charges Purchase of stamps Loan repayment Charitable donations CURRENT LIABILITIES None LONG TERM LIABILITIES None Total gross funds/income for year to 05.04.24 Total expenditure/expenses for year to 05.04.24 |
UK£ 6,830.17 0.00 30,000.00 36,830.17 0.00 2.40 0.00 0.00 28,113.50 28,115.90 |
US$ |
|---|---|---|
| 16,121.34 0.00 0.00 |
||
| 16,121.34 | ||
| 0.00 0.00 |
||
| 0.00 | ||
continued overleaf…./
ASSETS L3 Investment
50,000.00
Closing Balance at bank 05.04.24/Net Assets 8,714.27 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 2024 AND TRUSTEES’ ANNUAL REPORT
The Annual Accounts and the Trustees’ Annual Report for the
DAVID BARKER FOUNDATION
for the year to April 2024, 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: David Barker Date: 29/01/2025
DAVID BARKER TRUSTEE DAVID BARKER FOUNDATION