c￿rity 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 [)0n￿l￿e
Charfty numbor
1194464
A¢¢ount•nts
PKF Smith Coupgr Limrted
1 Prosp￿1 Place
PrKJe Park
DE24 8HG

THE ADAM LEWIS BARRY FOUNDATION
CONTENTS
Pag•
Trustees, report
Ac￿Un￿¢s, report
Statement of fina￿ri￿ 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• p0￿r£ 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 goL*J 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 r*w 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 V*t*uld 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 IxJnvtn*l meeting of the chaFity trustee5. In sekntY￿ indivithjals lor appoirrtmenl as charity
Imstees, lh6 charity trustees must have regard to the sklls. aThJ exp￿n￿ needed br the effgclivo
Jmlnlstration ofthe CIO.
The IrLtslees has asse55ed the risks k> the f￿A￿latI￿ is exposed. are salisfied that systems are
In pl8¢e lo mitigate exposure to the maTrJr ii5k$.
Obl•¢tlvos and actlvltl•*
The ¢)bJ'ects of Ihe CIO, a￿ lo bo t>wr*d ¢xrt the benefit paris d the East Midlands region as
thè Iru$lee$ Shall from tirne to time deleThnine are..
- To prgserye and protect ￿ physical and mental health of. aThJ ￿lIeVe the needs of. f*niles who have suffered
bpreavemenl through the provision of finarri￿ assistance lo ￿ganISatI)nS pvoMdib¥J spaciakst ber8av•ment
Support 8eN¢e*
- To acfvarrE the edUCa￿n 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 $houkl undertake.
Achl•v•m•nts pwfvnn*nc•
Achievements invi4ve pro¥K1ing emotion815VPVt for bereaved families within the local regon of the Easl
MidLqnd$ 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$*es' Repryt and the ac£rAmts ￿ accordar￿ wlh applicable
law and United KingdomAc£ounting Stsnd¥ds (Urmled Kwigdom Gerwa*y AcceptedA¢c¥)untmg Practice).
The law applicabl? lo charibes in England and Wales rew¥e8 the trustee6 to prepare accDunts for each fmanaal
year which give a true fair view of the stale of aff•rs of Ihe f￿njali0n and of the incomin9 resoLrn and
#ppli¢atk)n of res(wrces of the foundathon frx tr￿t year.
In pffjp￿ng these a¢c¢yJnts. the trustees are requwed to".
. select 8LSitabfe accoLmting then apply o)nstst8nty.'
- obseNe the methods and principles ￿ Ihe Charitts SORP:
. stale whelhef appltslAo sIwKlards have be￿ folThThl. 5￿j.￿(l to any material departu￿8
disdosed and exKAoined ￿ the a¢tsxJnts: arKI
. pr•p¥e ac£c￿nIS on thè goty ¢¢￿￿￿n b881$ Un￿ it ts iiapwoby*ie to presume ihat the charity will
Continue in cyation.
The trustees a￿ resp￿&b￿ keep￿￿ sufficient acco￿1￿ Teciyds that d￿￿0￿e reasonable a(xuracy at
any tim8 the ffinanoal ￿sIb￿n of Ihe foundation arml enable thwn to ensure that the aCr￿unt$ coryty with the
Charitias Act 2011, the Charity {A￿(￿j￿ts and Rep)rtsl Reg￿aticfflS 20[￿ and the [￿O¥is￿nS of the trust deed.
are also rg$porbSible for s*gu¥rdir4J the assets of ihe and l*nce laknng reasonable Steps for
the p￿vent￿l 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￿ A￿*￿taftts in En￿and and W3Ses. we are sutiect to its
ethKal and othw profes$ional rgquiwrnents whth are delwkd al I(aeW.wtheg￿t￿n$.
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 I￿Se matters Ihat we have afv to stale to the ch*rtVs as a IMKIY. in this ￿port in
cordarKe wrfh A4F 2110 as delailed at iCa￿.comIcofflp￿ab.0n. To Il* fiAknt •xlènt p•mirftÈd by W, we not
accept or assume lespc￿s*11ty 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 Ye￿rdS 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 ￿dep￿t 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
Acco￿1#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
Unre*dcted fuN1s
14010
17.278
18.010
17.278
The aCco￿ts were appTov&J by the Tn￿l￿s 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 Ma￿01 Va￿0. The f￿arM￿al 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 ¥M*me aThJ the
amount can be qu¥n1if￿d wrth rea￿able aC￿lary.
1.3 R•$our¢e¥ eXp￿ded
All exK*n¢Jrtw8 1$ a¢o)unted kx ￿ an basis arvj been daSSrf￿d 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
2￿23
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.