Charlty Regi•tration No. 1188419
THE ROY BARD CHARITABLE FOUNDATION
REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED
31 MARCH 2022

THE ROY BARD CHARITABLE FOUNDATION
LEGAL AND ADMINISTRATIVE INFORMATION
S Bard
G Bum$
M ltrantz
R Bard
Charfty numb•r
1188419
P￿ncl￿1 addrn
The Estate Of
The Roma Building
32-38 Scrutton Street
London
ECZ44RQ
BAnkern
Barthys Bank PLC
L9kester Ser¥icing Centr9
Le￿$¢
LE87 2BB
Ind•pend•nt Examln•r
Nlohok9s Sladden FCA DChA BFP
RSM UK Tax and Accounting LIM￿ed
25 F8￿Ingdon Street
London
EC4A4AB

THE ROY BARD CHARITABLE FOUNDATION
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 MARCH 2022
Th¢ Trust885 present their rgport and ffinancial statements for the year ended 31 March 2022.
The financkgl slatem9nts have been prepared In atLordgnc8 Mth thè aco)unling poli￿eS set out in nolo 1 and
e4Jmpty vrith thè charity'$ governing document, Ihe Charltles Act 2011 and the Acwjnting and Reporting by
Charltleg.. Statement of Recommend￿ Pracb'cg appli¢8ble to charttles PTeparing thwr gw)utts In accordance
with the Financ4al Rewting Standard apEd1￿￿￿e in the UK and Repubh'c of Ireland {FRS102).
Ob￿¢11¥•8 and aetlvltl
Thè purp)$e of the tharity is to 8<fv8nce SUL* charitable purposes {8ccording to tho kn of England arKI ￿kIes}
as the Tfuslees from Ume to IMTre as sel out In the gov&ming documant.
A¢hl•vemfrnts and perfomianc•
The ¢harity has recenlly become activ8 in the chariiat4e field and Is retlemrfng some worthwhile projed8 to
conslder their worthin￿8 for donations.
Flnanclal rovI•w
Th• results are set out in the Statemènt of Finandal Activilies on page 4. Thè Trust made grants of £58.W1
12021 £niD during the pèriod. Material grants were is$ued lo PalnKourt Limited £25,W1 12021."£Nill and Jewsh
Care £30,000 {2021..£Ni4. A breakdown of grants ty charilable oblective is shrv•m in note 4. Donatiorts of
£479.000 (2021". £16,000) ww• recewed during the period. The reserves carrigd fO￿ard are £425.846 (2021:
£13,000), whth are ￿nsidered lo be satisfactory for futurè needs. Thè charity operate5 within a strkl
govemaneg, espeaally within the unstable Konomic envlronment experienced during the year. Wth this in mind,
ogrtaln donations were sought and received l¢)wards th& end of the financial yèar meaning that its ￿erVeS were
likaty lo be higher than normal at the b81anc8 sheet d8le. In normal the charrty would hope to re¢0
don8lion8 during the eourse of thg year arKI will havo considered Worthwh1￿ causes within its obje¢tlve8 on an
gven basis. howaw th19 has not been possible for this ye¥r. Given tho unstable ec4)nomi¢ dlmate the trustees
are mindful lo maintain a go¢xl 19vel of cash flow to meet expenses and worthwhile cause$ and this has driven
the r6Éems policy for the current year.
Rel•i•d Party Tran8actlon•
To hgjp supp)rt the iniual donations for thg ¢h8rlty the trusleps rnade donotions lotslling £380,000 12021..
£18.000). There were Trj ¢onditions attached to these dona11ons that woukl r&qulr8 the charity to signifi¢antty
tgf the nature of its 8CtNibes.
Plan¥ for futyre wlody
The amn of the Trustees for Iho next yoar is lo continue maklng donations to variijus chaiili•s.
Stru¢tur•. uovernaTh¢• and managem•nt
Trustees musl be app)inted by a resokrtion passed 81 a properfy convened meetnig of the axlsllng TnJstees. The
exi$fjng Trustses will give regarfj to the skills. knowledge and experienc& n8•ded for the effective admlnlstrallon
ofthe CIO in s818Cting Iru51088.
Tha ¢h¥Tity was set up by Sarah Bard by constitution dat&J 19 FebTuary 2020 and is rogislered as a Ch8rit¥ble
Inco￿orated Organi5ation ICIOI in England & Wales nurnber 1188419. The Foundation 18 •Stabllshed for the
public b8nefft and has focused on ralslng funds to support other charities.
The tharity has no paid slaff. The Truste8s gi￿ their time and ewrli8e freety gnd no Th18tsè remuneration was
pakl In tho year.
Thè Trustees who sefftd during the year werg:
S Bard
G Bums
M Krantz
(Appointsd 14 June 2021}
The Trust￿. repcKt was approved by the Board of Trusl•as.

THE ROY BARD CHARITABLE FOUNDATION
TRUSTEES. REPORT (CONTINUED
FOR THE YEAR ENDED 31 MARCH 2022
TnJste8
Dated.. 2710112023

THE ROY BARD CHARITABLE FOUNDATION
STATEMENT OF TRUSTEES, RESPONSIBILITIES
FOR THEYEAR ENDED 31 MARCH 2022
The Trusleos are msponsit4e foi prepar#)g the Tru8tee8' Report and the ffinantyal stslements In ac¢ordance with
applicatle law aThJ United Kingdom ArKounting Standards Iunited Kingdom Generalty A¢¢eplad Accounting
Practi￿).
The law applicab￿ to th*ibes In Eng18nd and Wales requiM the Trustees lo pr¢pare finan￿01 statements for tach
flnan¢ial year which glve 8 true and falr vi6w of th8 stata of 8ffalr8 of and of the Inc•ming resources and
applI￿110n of resources ol IhE for that ye*.
In preparing Ih&se ffinawal statfjmgnts. Ihe Trusto8s are rgquirfjd to..
- sel8d suitable ac¢ounling rdieies and then appky them conslstenty,
- observe the melhc*Js and pri￿pIeS in the Charilies SORP..
- judgements and estimatès that arg reasonab￿ and prud•iL
- State whether applc¥l)le accounting standards have been folowed, $ubje¢t to *ny m8t•rial deparknres dlsdosed
and explained in the financi￿ statements,. and
- prepare the financAal statements on the goiro Concern basis Lmltss it is inappropriate to presume Ihal the charity
will conlinug In operalion.
The Tru8tee8 are re8ponslblo for keeplr¥J Sufficient a￿O￿nting ￿ordS Ihgt disclosg wth raasonable accuracy at
any Iwne the financial posrfion of the and enabltr them to ensure that the finandal stslements compty wlh th&
Charities Act 2011, the Ch￿lty IActtsunts and Reports} Regulalion8 2008 and the provisions of the trust deed. They
are also responsible for safeguarding Ihe assets of the and hène8 for takjng reasonablo 8tep8 for the prevention
and d8toGti￿ of fraud and other irregularibe&

THE ROY BARD CHARITABLE FOUNDATION
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE ROY BARD
CHARITABLE FOUNDATION
I report lo the Iru$t*8 on my 8xaminalion of the finandal slat•Mnts of The Roy Bard Ch￿ttable Fc4Jndatlon
(￿le ch8rrty'> for the year ended 31 Mar¢h 2022. whth ar¥ sel out on pages 4 10 10.
R•spon$lbllltte* and basls of r¢port
As th& tNstees of the ¢haTty you are responsible for the preparation of the finanrAal statements in accordanca
with the r8quiremfjnts of the Charithes Act 2011 cl￿ 2011 Acl'}.
I report In respeLX of my examinalion of the charty's acwunts rArrSed out under sèdion 145 of the 2011 Act and
carying olrt my examinat¥)n I have followed all the applical)le Directions glven by the Chaiity Commission
undgr sedon 145 {5llb} of the 2011 Act.
An Independent examirbation does not invofv• 9alhering all the evhlence that W￿ld be required in an 8udit aTrJ
c¥ns4quenlty does not cover all the matters that an auditor eon&d¥rs in giiing th￿r opinion on th• finanaal
¥talernents. The planning and ojnduct of an audit go&s b9yond the limited assurance that an Independent
examination p￿de. c￿seqUen1y, l express no opIn￿*n a$ to whether Iho Ilrwi¢ial slatsments present
rue and falr view, and my roport 18 Ilmfted lo those spe¢ific matters set out in the independent exarniner'8
ststemenL
Ind•p•nd•nt •yAmlngr* $tstem•nt
I have cornpleted my examination. I c￿nfIrM that no material mattfrrs have come to my attention In ￿nn0￿10n
with the examination gmng mè reasonable <suse lo belleve that in any mleri81 respect=
1. aceounling recc(ds were not k•pt In ￿spe￿ of th8 charty a$ required by seclon 130 of the 2011 Art or
2. the fln8n¢ial statements do not accord with thos8 record3,' or
3. the finanThal statements do not comply wrfh the appllcable requiremenls conceming the fomi aml ¢))nlent
of financAal 51alemenls sel out in the Charities IA¢¢ounts and Raportsl R￿ul*l10nS 2008 other than any
qUiTemenl that tho accounts give a trug falr which Ss not 8 matter ￿nBId￿ed as part d an
independent examinatlon.
I have no corKerns and have ctsrne across ￿ other matters in ￿nn$¢t￿ wllh the examination to whkh 8tt¢ntlc
should be drawn in this report In order lo enab￿ a proper und8rstsnding of the ffinanGial statements to be
reached.
Signed:
Ni¢hol?$ Sladden FCA DChA BFP
RSM UK Tax and Accounthng Limited
25 Farringthjn Slwt
London
EC4A 4AB
27101123
Daled..

THE ROY BARD CHARITABLE FOUNDATION
STATEMENT OF FINANCIALACTIVITIES
INCORPORATING INCOMEAND EXPENDITUREACCOUNT
FOR THE YEAR ENDED 31 MARCH 2022
Unvestri¢t•d funds
2022
2021
Not
Donations re¢oiv•d
479.000
16,000
Charitable activities
e6,154
Net movemttnt in lund8
412.846
13,000
Total fuTrJs brought foTh¥ard
13,IX
Total funds carrl•d forward
425,846
13.C%)O
All fijnds are unre8tricted.

THE ROY BARD CHARITABLE FOUNDATION
Company Reglstratlon No. 1188419
BALANCE SHEET
AS AT 31 MARCH 2022
2022
2021
Cuvront a￿•ts
Debtors
Cash at bank and in hand
99,000
334.346
16.000
433,346
Cr8ditoYs: amounts falllng due wlthkn
om year
16,000
17.51fj>
(3.0￿}
Nel curr•nl assots
425,846
13.000
Incom• fund8
UnreBtsicted ￿ndS
425.846
13,0
425.846
13.CQO
Thg not•6 at pages 6 to 10 fom part of thtrse account$.
2710112023
The financi91 stslements were approved by th8 Tnkns on .........................
Th￿tee

THE ROY BARD CHARITABLE FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2022
A¢¢ountlng poll¢lg•
Chaiity infomialion
The Roy Bard Ch*itsble FOundat￿n is ¥ tharity registered in EngLand and Wales by th8 Char5ty Commlssk)n
(charlty number 11884191. Delaily of the princApal address are giv8n on th8 information page of thè financlal
8tatements. The tharity's operalicffls and prinopol aQniit*s are descrfbed In the Trustees. Report.
A¢¢ountlng ¢on¥•nOon
The finanrial statements have been prnpargd under hi$tori¢al ¢¢$1 ¢onvenlion. The ffinan¢wl $tsiements have
been prepared in aG￿rdanCe wllh tho Slatemenl of R8¢wirnend8d Pracaice A¢countSng and Repoiting by
Charili&$ preparing their aw)unl8 in a￿OrdanCe with the Financaal Reportlng Standard applicable in th¢ UK
and Rewbllc of Irdand IFRS 1021 second edition (effective 1 January 2019) and th• Charities Act 2011.
Th8 financial statements have departed from the Charibes (A¢￿￿nts and Reports} R¢gul*ions 21108 only to
Ihe extent required to provide a trua 8nd fair view. Thls departure h88 Involved followlng th8 Stst&ment of
Racommèndad Practica for chanlias app￿.ng FRS 102 rathtr than the version of tho Statament of
Recommend¥d Prn¢ti¢o which 1$ referred lo in the Regulations trojt whith has sincè bean withdrawn.
The thartty c£Jnstituts8 a public benefit entity a& defined by FRS 102.
The financial statements are prepgred kn stgrfln9, whlch 18 the ￿￿tIonal currenoy of the charrty. McThtsry
amounts in those ffinancial stalemonts arfj rounded to the ntrafvst £.
Golng eone•m
The Trustee5 arg not awwg of any malerfal Un￿rtaInl￿8$ related to events or conf1111on8 that may C48t
signrfi¢ant doubt about th¢ ablity of the ¢hartty to continue as a going concem and hav¢ a re￿n￿l•
exp&ctalion that the th8rlty has adequate resour¢e8 Its conlknuè in operational e￿$tenCe for the foreseeable
future. In the vlew of the Trustee8, the charity hits sUff￿ent reseive5 to continue in operation for at loast
tsvelve months after the approval of the )Inancial slatem8nls. Thus they continua to adopt the going cr￿ceM
basiB of acuunling in PTeparing the financial statements.
Rèporting p•riod
The prior year a¢￿untIng peri¢xl coveied the 13 months from 9 March 2020 10 31 March 2021. The curront
yaar a¢counl$ ¢ovw the 12 month$ up to 31 March 2022. Therefore. the fvJur•s in the a￿)uftts may rK*t
entirely ¢omparable.
Charitsblo fund•
Unrestrlctod funds are gxpgndable at the dlscretl)n of the Trustees In t￿ furtherance Of the Obl￿tIveS of the
Ch8rty.
In¢om•
Income is induded in the statement of financlal 8Ctlvlties wh&n th& chaTIty Is legally entltled b the in￿me,
thera is SLrffiaènt probabilty of r8eaipt and Ihg ￿tsUnt ¢8n be quanlified with reasonable a¢¢uracy.

THE ROY BARD CHARITABLE FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2022
Accounting pol1cl￿ IConlSnugd}
Exp•ndlture
Grants Payab￿ ar8 induded wlhin direct costs and wVeman￿ expenditure l¥ In￿ded wlhln $4)port coslg.
Gov8rn8nce co51s relalp to the publk accountabllty of the ¢harfty ar¥J ragulalory ¢omFAiance. Govgmance
costs are apportioned to Charitab￿ actI￿tIo$.
Taxawon
The Foundation is a wisterod charity and as s￿h its Income g#ins falling ￿thIn Seclions 466 to 493 of
Ihe Corporation Tax A¢t 2010 or Section 252 of the Taxation of Chargeable Gains Aca 1992 a￿ exempt frorn
corporation tax to the extonl Ihat thèy are ￿p￿ed to ils ch•ilable objecliws.
Donatlons and legacl•s
Unrutrkted fundj
2022
2021
Donations receNed
479,Crf)O
16.000
OcThlions include ac£￿ed grft aid Income ot £99.000 (2021.'£nil)

THE ROY BARD CHARITABLE FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2022
Charftabh actlvth
UnT￿triCt•d fund*
2022
2021
Dlrècteosts
Grants lo institutions (note 4>
58.001
Support ¢08ts
ovemana
Payablo to RSM
A¢¢ounls pr8paralion
Independènt Exarninerfs fees
5,100
3,000
8.100
3,000
Othèr costs
53
53
Totsl •xp•ndltur• on eharN•ble activilivJ
e8.154
3,000

THE ROY BARD CHARITABLE FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2022
Grnnts lo lThBtituUo
No.
of grants
2022
Granls
yabl•
2022
No.
ofgrnnts
2021
Grants
payabl•
2021
General Char[ta￿e Causes
68.LY11
Totsl grants Payable
58.001
Trusts•*
Th& Trustees, who are considergd to be the key managemenl pwsonnd, Tecoived no remuneration o
gxpenses for their 8ervKes {2021'. £nlD.
To help $upport inilial donations for th& th8rty Sarah Bard and Rèbecca Bard both m8do donation8 0
£190.000 each ttstalling £380.00012021.' £16,000).
Th￿ wère no amployees during the year.
D•btorn
2022
2021
•lmounts falling duo within on• year.
Prepaymgnts and aowgd Ino)me
Cr•dltov8: amounts ￿l11Thg due wlthln one ye•r
2022
2021
Acfflials
7,500
-10-

THE ROY BARD CHARITABLE FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2022
Movtment in fun¢ts
Balan¢9 at 1
Aprfl 2021
In¢om•
Expendlture
8al8nc• at 31
March 2022
un￿St￿ded f￿d$
13,0
479.000
(06,154)
42S,846
Comparaljve mov•rn•nt In fund#
Balance at 9
Mar¢h 2020
Income
Expendltur•
Balanc• at 31
March 2021
ur￿51￿cled funds
16,000
{3.￿)
13,O¢XJ
16.000
13,000)
13,000
Analys1$ of n•1 a•8•ts b•trften fund•
Unr•¥trict•d Funds
Fund balancas 88 at 31 March 2022 are repre88nled by:
Debtors
Ca6h al bank and In hand
Ngt current Ilabl￿eS
99.000
334,346
17,500)
425.846
Anilysl¥ of n•t a¥sets b•iw••n lund•- prforyelr
Unr•strl¢ted fuTrd$
Fund balar￿& as al 31 Marth 2021 ¥e reF¥esented by".
Cash al bank and in hand
Ngt ourrent liabllities
16,000
13,OCQ)
13.000
11