crity Reglstration No. 1194404 THE ADAM LEWIS BARRY FOUNDATION TRUSTEES. REPORT AND UNAUDrrED ACCOUNTS FOR THE YEAR ENDED 31 MAY 2024
THE ADAM LEWIS BARRY FOUNDATION LEGAL AND ADMINISTRATIVE INFORMATION Trust•e• klr P 8awi Mrs B Barry Mrm J W [)0nle Charfty numbor 1194464 A¢¢ount•nts PKF Smith Coupgr Limrted 1 Prosp1 Place PrKJe Park DE24 8HG
THE ADAM LEWIS BARRY FOUNDATION CONTENTS Pag• Trustees, report AcUn¢s, report Statement of finari acbvitie5 Balance sh88t Nol•s lo t acccrty
THE ADAM LEWIS BARRY FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 31 AIA Y 2024 The trustees present rewl and aC&ts1orth• year ebxl•d 31 May W24. SIN¢tur•. gov•mancg m•naym•nt The foundalion was eslaLAished by a charrtthtrusl deed 14 May 2021 . The Iru$lee$ s•Ned thJing the year w&e.' MrP 8any MrsBBa Mr M J W DoncgFw¢ The charity trustees shall manage the affairs of the CIO and may kn that purpl 8x•reisè al th• p0r£ of Ihe CIO. It is the duty of each CW tnjstee to exeffjiw h or her pcwrs and to pgrfryrn hi$ ty her fvnclions in his cw her capaoty as a trustee of the CIO in ts ¥¥ay de¢inJ¢s in goLJ faith wvuld be rrTht Ikety to further Ihe purposes of the CIO. There must be at kni three dwty tmstè8s. If fals bÈhJv thts fThnirnum, Ihe rernaining trustee OT Ivustees may act onty lo ¢all a meeling of the Ghwity Iruslees. w apFrfJinl a rw tharity truslee. The M¢MUM mber of chaiity trustees 1$ 12. chaiity Iw5tees may Tr)t appoint Wby ctsity tTU8tee rf as a result I mber of charity trusteas Vtuld exeee¢J Ihe maximum. Apart frvm the frt thorty tNstee8. tnJ8tee be apwnted for a temi of three years by a resolution passed at a properfy IxJnvtnl meeting of the chaFity trustee5. In sekntY indivithjals lor appoirrtmenl as charity Imstees, lh6 charity trustees must have regard to the sklls. aThJ expn needed br the effgclivo Jmlnlstration ofthe CIO. The IrLtslees has asse55ed the risks k> the fAlatI is exposed. are salisfied that systems are In pl8¢e lo mitigate exposure to the maTrJr ii5k$. Obl•¢tlvos and actlvltl• The ¢)bJ'ects of Ihe CIO, a lo bo t>wrd ¢xrt the benefit paris d the East Midlands region as thè Iru$lee$ Shall from tirne to time deleThnine are.. - To prgserye and protect physical and mental health of. aThJ lIeVe the needs of. fniles who have suffered bpreavemenl through the provision of finarri assistance lo ganISatI)nS pvoMdib¥J spaciakst ber8av•ment Support 8eN¢e - To acfvarrE the edUCan of chiklren and yowwj in the provisKm of finant?al assistance lo cffganisalions and school MUSK ¢Jepartm8nts to provid8 resou and (Mt requwed lo be 0VIded by 81alLrtory arthoritiesl and access to extra cuThictAar turt. The trustees ha¥e pald regard Io guid issue(1 by the Chwty Commi58ion in decidiThJ what actNlties th foundatlon $houkl undertake. Achl•v•m•nts pwfvnnnc• Achievements invi4ve pro¥K1ing emotion815VPVt for bereaved families within the local regon of the Easl MidLqnd$ and providing musi¢al edLKation lo the l(M21 regKffi. This will be athieved by provNl¥ig reswrrm and distribubro b) eslabli8hed and recognised speuallsts in the bereavement space to supporl their seNices. Secondtry by [mid* resources. •wty)ment to Supp Mu¢81 educ8thM in the local region.
THE ADAM LEWIS BARRY FOUNDATION TRUSTEES. REPORT {CONTINUED) FOR ThIE YEAR ENDED 31 MA Y2024 Statemont of INst•M' r••pon•lbllltl The trustees s resFKJnsible fof Wepar1r the Tw$es' Repryt and the ac£rAmts accordar wlh applicable law and United KingdomAc£ounting Stsnd¥ds (Urmled Kwigdom Gerway AcceptedA¢c¥)untmg Practice). The law applicabl? lo charibes in England and Wales rew¥e8 the trustee6 to prepare accDunts for each fmanaal year which give a true fair view of the stale of aff•rs of Ihe fnjali0n and of the incomin9 resoLrn and
ppli¢atk)n of res(wrces of the foundathon frx trt year.
In pffjpng these a¢c¢yJnts. the trustees are requwed to". . select 8LSitabfe accoLmting then apply o)nstst8nty.' - obseNe the methods and principles Ihe Charitts SORP: . stale whelhef appltslAo sIwKlards have be folThThl. 5j.(l to any material departu8 disdosed and exKAoined the a¢tsxJnts: arKI . pr•p¥e ac£cnIS on thè goty ¢¢n b881$ Un it ts iiapwobyie to presume ihat the charity will Continue in cyation. The trustees a resp&b keep sufficient acco1 Teciyds that d0e reasonable a(xuracy at any tim8 the ffinanoal sIbn of Ihe foundation arml enable thwn to ensure that the aCrunt$ coryty with the Charitias Act 2011, the Charity {A(jts and Rep)rtsl RegaticfflS 20[ and the [O¥isnS of the trust deed. are also rg$porbSible for sgu¥rdir4J the assets of ihe and l*nce laknng reasonable Steps for the pventl and dele(JN)n fraud and cAher lrregulw1. On beha of the bo¥d oftrustees IAr P Barry Trustee O•led'.
THE ADAM LEWIS BARRY FOUNDATION ACCOUNTANTS. REPORT TO THE TRUSTEES ON THE PREPARATION OF THE UNAUDITED ACCOUNTS OF THE ADAM LEWIS BARRY FOUNDATION FOR THE YEAR ENDED 31 MAY 2024 In order to 8s8iSt you to fvlffil your dulEs der Ihe Chaiiiies Act 2011, we ha prépar for your approval the accounts ofThe Adam Lewis Barry Foundalion lor ts ye¥ ended 31 K4ay 2024. sel out on page8 4 10 6 from the Charity's a(xounting records and from )foMMtW expl¥kn yw have gNen us. As a practising member fm) ofthè Inslitsrtt of chartér Ataftts in Enand and W3Ses. we are sutiect to its ethKal and othw profes$ional rgquiwrnents whth are delwkd al I(aeW.wthegtn$. This report is made lo the chwivs as a body, in acccffdance wilh the temi$ of our gngaggftwnl 18tt¢r d¥led 22 May 2021. Our work has been vrtdertaken solety to prepare ycw 4proval thè accounts of The Adam Lewis Barry Foundalbjn and state ISe matters Ihat we have afv to stale to the chrtVs as a IMKIY. in this port in cordarKe wrfh A4F 2110 as delailed at iCa.comIcofflpab.0n. To Il fiAknt •xlènt p•mirftÈd by W, we not accept or assume lespcs11ty to anyone other t The Adam 1$ Bwry Foundalion and the ¢h#rity's Iwstees as a t#, for our work or for this t. It is your thty to ensure that chafity has kapt ualts ac£Jntfft9 YerdS and to Prepare accounts that give a true and fair view ur•Jer the Charth"es Act 2011. You (x)nsider that the tharity 15 exenwt from the *lulory audit qurement for the year, and is ryjt wuKed to oblain an dept examinerfs r8P)rt. Wè hav• not b8•n instrLthd lo rarry an 8udit or a re¥ of the ls. this rea$rJ). we have not verified thg accwacy w completeness of the accowtrvj rncords or nfomution and explanatlon$ you have yNen to us and we do nol, therefore. express any opwiion on Ihe acc4yxts. PKF Smtth Coowr Lknll Acco1#ntS Prospect House 1 Prospecl Pla Pride Park Dert>y DE24 8HG
THE ADAM LEWIS BARRY FOUNDATION STATEMENT OF FINANCIAL ACTMTIES INCLUDING INCOhlE AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MA Y 2024 2024 2023 In mln Donations 11,242 10.694 Resources e Charltablè acllvltl•¥ Donations Paid 10.102 G)veM0 co$t$ 1.437 Total r•sOWc •xp•nd•d 10,510 1.937 N•t Ineomè forth• y•arl N•t mo¥•m•nt In funds 8.757 Fund balances al 1 June 2023 17,278 8.521 Fund balanc•¥ at 31 Mwi 2024 18,010 17.278
THE ADAM LEWIS BARRY FOUNDATION BALANCE SHEET ASAT31 MAY2024 23 Curr•nt o•MI$ Cash at bank and in harwj 18.010 17.278 Tot•1 ty•ts l•¥• ¢wrent Ilabilltl•• 18.010 17.278 Ineom fvnds Unredcted fuN1s 14010 17.278 18.010 17.278 The aCcots were appTov&J by the Tnls 47n ......................... ()"Jrf, Mr P Barry TN•t
THE ADAM LEWIS BARRY FOUNDATION NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MAY2024 Acc¥>unlkng pollcl•s 1.1 Ba$1$ of pr•paratlon The finanaal statements are prepared urmler the ¢ost ¢tywention. with the exception of investment8 which are induded at Ma01 Va0. The farMal statements have been prepared in a¢(wdan¢e with the Stat8ment of R•comm•ThJèd Practts (SORPI. "ACC?INg al Reporting by Charibe5' FRS102 2015 and 8pplicafA¢ accounting slandards. 1.2 Incomlng resources l in¢ortMng resour #re the SOFA whtrn the dwity is enlTtlèd to the ¥Mme aThJ the amount can be qu¥n1ifd wrth reaable aClary. 1.3 R•$our¢e¥ eXpded All exKn¢Jrtw8 1$ a¢o)unted kx an basis arvj been daSSrfd under headings that aggregat8 811 ¢osl$ related k the ¢atsg)ry. Donatk•n 2024 2023 Donations 11242 10.&J4 Tot•1 r•sow¢os •xpwd•d 2024 223 Chartt•bl• actl¥ltl•s Donalions Paid &Jpptxt ¢08ts 10.102 soo Gov•m¥ffj¢• ¢o¥ts 408 1,437 10.510 1.W37 Support costs 2024 2023 D(N)ations pahj 10.102 10.102 Employ8•8 There were no S during the year.