th•rlty A￿1￿￿*10￿ 140. 1178933 Comp•rry R•¢lJtr•tloTh No. CE014427 (En￿nd •r*d Wal•s) THE BENJAMIN PRITCHARD FOUNOATIOII CIO ANNUAL REPORT ANO UMAUDITED FINANCIAL STATEMENTS FOA THE YEAR ENDED 31 MARCH 2024 BUSINESS ADVISORS &ACcOL￿[￿N[s First Floor, Premier House 127 Du¢kmooT Road Ashton Gate Bristol Unlted ￿ngdOrn 853 2BJ THE BENJAMIN PRITCHARD FOUNDATION CIO Company Inforn)8tlon Trustee's report Independent examlner's report Statement of financlal artlvltles 8•lance sheet Notes to the ftnanclal ststements 7.11 THE BENJAMIN PRITCHARD FOUNDATION CIO COMPANY INFORMATION D J Harman S J Prltchard S L Prltchard K ThdoT c￿rIty number 1178933 Company number CE014427 3 Gardner Road Portishead Bristol United KlnBdom B520 7ER Independert otamlner TC Group Flrst Floor, Premler House 127 DLtckmoor Road Ashton Gate Bristol United ￿ingdOM BS3 2BJ THE BENJAMIN PIIITOSARO FOUNDATION CIO TrUSTEfs REPORT IIP4aUDING DIRECTORS, REPORTI RIV 711E YEIR EIIDED31 MARCH2024 The Trustees present thelr annual report and flnDncl•l statements for the year ended 31 M•rch 2￿24. The fi￿nCIal statements have been p￿p•Tell In accordance wlth the accouritln8 pollcles set out In note I to the flnanclal statements and comply wlth the ¢harlty'5 8overnln8 document, and "Accountlng and Repo￿n8 by Charlties.. Statement of Recommended Practlce appllcable to chaTltle5 preparln8 thelr attourts In accordance wlth the Flnancial ReportSng Standard appllcable In the UK and Republlc of Ireland IFRS 102f las amended for accountlng perlods c%)mmenclng from l January 20161 The objects of the CIO are for the benefit to preserve and protert the physical and mental hearth of bereaved parents, their familles and the pvblic generally ¢opin8 With the personal loss of a chlld under the age of 18 and chlldren wfth a ternilnal Illness throLsgh end of Ilfe care, In the west of England and surrounding areas by the provtslon of such support as the trustees deem approprlate. The Trustees h￿e pald due re8ard to guidance Issued by the Charlty Commi5slon In decldlng what activities the chaflty should undertake. Financial revMv It is the policy of the charTty that unrestricted funds whlch have not been de5i8nated for a specific use should be maintained at a level equivalent to between three and six month's expenditure. The Trustees consider th* serves at this level will ensure that, in the event of a si8nificant drop in fundin& they will be able to continue thè charitys current activities while consideration is given to ways in whlch addttional fvnds may be raised. This level of reserves has been maintalned throu8houtthe year. The Trustees has assessed the major risks to which the charity is exposed, and are satisfied that Wems are in place to mttlgats exposure to the major risks. Structu￿. zo¥ernance and management The ¢h4rtty 15 Colltrolled by its governin8 document, a deed of trust. and constltutes a charitsble IncorF•Jrated or8anisations as defined by the the Charitie5 Act 2011. The Trustees. who are alsothe dlrectors forthe purpose of company law, and who served dLtrlng the year and up to the date of s18nature of the financlal statements were: DJ Harman S J Pritchafd S L Pritchard K Tudor None of the Trustees has any beneficlal Interest in the company. All of the Trustees are members of the company and guaiantee to contrlbute £1 In the event of a wlndlng up, The Trustee's ￿port was approved by the Board of Trustees. DJ Harnmn Trustee THE BENJAMIN PRITQIARD FOUNDATION ao TrusrEtS REPORT IINCLUDING DIRECTORS. REPORT} ICONTINUEDI Fthg THE YEAR ENDED SI MARCH2024 THE BENJAMIN PRITCHARD FOUNDAnoN ao INDEPENDENT EXAMIP4ET¢S REPORT TO THE TRiISTEES OF niE BENJAM114 PRITfJiARO FOUNDATION 00 l ￿port to the Trustees on my eknmlnatlon of the flnarKlal statemerrts of The Benl•mln Prltchafd Found•tlon CIO (the ch•rltyl for the ended 31 March 2024. R•sponslbllltl•* •nd b•sls ol v•port As the Trustees of the charity you are respon51ble for the preparatlon of the flnanclal ststements In •ccord•nce wlth the requirernents of the Companies Act 2Crf)6 Ithe 2CN)6 Artl. Hawrig satlsfted rn￿lf that the flnanclal statements of the charRy are not requlred to be audtted under Part 16 01 the 2006 Act and are eligible for Independent examlnatlon, I rep)rt In respect of my ex•mlnatlon ol the char￿$ flnanclal ststernents carrled out under sectton 145 of the Charrtles Act 2011 (the 2011 Artl. In carryln8 0(rt mv mination I have tsllowed all the •pplkable Directlons Bfven by the Charlty Commlsslon under sertlon 14515llbl ofthe 2011 Art. Inde￿ndent ex•mln•r's st•tem•nt I have completed my examlnatlon. l ¢onflTm that no matters have come to my attentlon In connectlon wlth the examlnatlon glvln8 me uuse to belleve that In any materlal respect.. countlng records were not kept In re5pert of the charbty as requlred sertlon 386 of the 2LKJ6 Art,. or the fln•ncial statements do not accord with those re¢ords' or the flnanclal ststements do not comply with the accountlng requlrtments of sectlon 396 of the 2CQ6 Art other than any requlrement that the accounts give a true and falr vlew whlch Is not a matter ¢onsldefed a5 part of an Independent examlnatlon; or the financlal statements have not been prepared In accordance wlth the methods and prlnclples of the Statement of Recommended PrttUce for ￿COuntIng and Teporbng by chjrrties appllcable to chafltles preparlng thelr accounts In accordarKe wth the Flnanclal Reportlng Stsndard appllcable In the UK and Republic of Ireland IFRS 1021. I have rK> ¢on¢ems and have come across no other rnatte￿ In Connectlon with the examlnatlon to whlch attentlon should be drawn In thls report In order to enable a proper undefstandlng of the flnanclal statements to be reached. TC Grnup First Floor, Premier House 127 DLbckmoor Road Ashton Gate Brlstol BS3 2BJ United ￿ngdoM Dated: . THE BENJAMIN PRITCHAftD FOUNDATION CIO STATEMENT OF FINANaAL AcfiviTIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR niE YEAR ENDED 31 MARCH 2024 Unr•rtrlctsd Vnr•rtrlc fvndj funds 2014 2023 Not Incom• from: Donatlons and le8•¢le5 89,S50 33.728 Tot•1 Ineom• 89,5SO 33.728 Expendlture on: Raisin8 fvnds Charltable )rtI￿tIeS 12,810 40,183 37.380 Totsl •xp•ndltyr• 52,993 37,380 N•t Incom•/l•xp•ndltur•l and mov•m•nt In funds 36,557 13.6521 Re¢ondIla￿0n of funds: Fund balances at l Aprll 2023 66,309 69.961 Fund ￿l•n¢￿5 4t 31 M•r¢h 2024 102,866 66,309 The ststement of flnanclal actlvltles In¢ludes all galn$ Jnd 10s5es recognlsed In the year. All Income and e¥pendlture derlve from contlnuln8 artfvttles. THE BENSAMIN PRITCHARD FOUNDATION CIO LANCE SHEET ASAT31 MAIIOI Z024 2024 202J Not•1 T•n8tble Jssets io 378 C•sh It b•nk and In h)nd 103,054 66,338 Crndltors: •mounts hlllni du• wlthln on• li 15661 15331 102,488 65,805 Totsl 4ssets less current Il•bllltles 102,866 66,309 Thefvnds of the ¢h•rlty Unrestrlcted funds 102,866 102,866 66,309 The company Is entitled to the exemptlon from the audlt requlrement contalned In sectlon 477 of the Companles Art 2￿6, for the year ended 31 March 2024. The dlrectors acknowledge thelr responslbllltles for complyln8 wlth the requSrements of the Companles Art 2006 w￿h respect to accountlng records and the preparatlon of flnanclal rtatements. The members have not ￿qUIred the company to obtaln an audlt of Its flnanclal statements for the year In questlon In accordance wlth sertlon 476. These financial statements have been prepared In accordance wlth the provlslons appllcable to companles subject to the small companles re8lme. The finanoal ststements were approved by the Trustees on 25..10111024 DJHarm TNstee Company re8istratk)n number CE014427 IEnBland and Wales) BenJ￿￿n fvff¢h•rd fow*dth CK> Is • prlv*e wnpwry IlmiMI IneDrpty•ted In Ewl•nd 1 W&•s. offlt• 15 3 Gwth)w P4)•d. Portith￿. ￿1￿01. WO 7EA, Unlt•d Kitydoffl. Tr* been wepwed In wlth the do¢umen( th• com￿nI•S *£t 2(￿ and A•portk¥ Ch•fltl¢s'. ￿terneTht ol Remmmended Pr•cik• •ppllc•bl* to thwltlts accou￿ In KrordwKe the Flrt•ncW ￿Port￿ St•nd•nl •pplk•bl• In th• UK d ol w*lmd IFA$ 102r I￿nd10 lor •¢￿￿th￿ pvloth commenclry from l I￿￿•ry 20161. Th• thwlty Is a ••Mfft •5 d•fined ￿ FIS 102 Tht th•fty h•$ rkn ol itr* wtyaslons In th* SOAP lor ch•rttles •pplylw 102 Upd•t• Oull•tbn Thè IlnvKI4 SWIM¢￿ hm been under tht hlstork41 cost ¢on¥*ntlort. The prlndp•l Kcountlr om• Is rKwdsed T***n the dwrlty Is lryally ortltled to It •ftef ¥ry performanc• condRloM hwe been m•t. th• ¢4n be fflusured T*ll•bhT, 4nd 1¢ 4 prob•ble th•t Income wlll be rncel¥ed. C•sh don•tlons •nd fvn¢knIs1￿ Income are reco￿11*d on recelpt. other donatlons Ire reco￿1$¢￿ once the dwlty been rK>tJfleO ol th•natlon. unless Perf0m￿nCe ￿ndItIonS requlre defeTr•l of the amourrt. t•x re¢Tr•w•ble In rekntjon to don•¢lons rrfelved under Gfft Ald or deeds of co¥eMnt Is reco￿11*d Lrfxlos ￿ rttov￿ed on recelpt or otherwlse If the ch•rlty bttn notlfied of in Impendlni dl#rlbutlon. thE amount Is krw. •nd recebo Is experted. If the •mount Is rK4t known, tho lepry Is tre•ted U•bll111*5 •r* r*wlsed ￿ expendlture as 500n x there Is a leyl or constnxtlve oblliatlon comm1ttl￿ the chwty ty th* expendlturt. It ts Pro￿ble that a transfer of economk beneffts wlll be requlred In settlement and the •nxwJnt of the oblli•tlon can be measure5 Tellably. Expendtture Is Kcounred for •n •ccruals b•sls •nd t￿en ￿￿￿rIed under headlny th•t aureyted •ll cost related to the cateiory. Where costs unnot be d1￿ •ttrlbuted to partkular h￿dIn¢$ they have been •lloc•ted to xtlvltles on • basls consistent wlth Tan8lbl* flxed assets are Inftlalty mea5urod * cost and subsequently M*￿vred •t fost or ￿lUatIOn. net of DeprecSatkn k5 re£qr&ed so as to ￿lte off the or v•lu•tkni of assets less thelr re51dU￿ ¥•lues tmr thelr useful Ilves on tr* loll(Mlry b￿e5.. FJxtuTes and ffttln 25% Red￿{￿1 b•l•rKe THE BENJAMIN PRITCHARD FOUNDAnoN CIO NOTES TO niE FINANCIALSTATEMEf4TS {CONTINUED) FOR TNE YEAR ENIX031 MAftOI 2024 Accountlry polld•s IContlnu•dl 1.5 Fund •c£ountl Unrestrlcted funds c•n be USEd In •ecord•nce wlth the ch•ritsble oblectlves •t the dhUe￿On ol the trustees. Restrfrted fvnds can only be used for pbrtlcular restrlcted purposes wlthln the objects of the charfty. RestTirtions arise when specified by the donor or when funds are rnlsed for partlcular restrlcted purposes. Further explan•tlon of the nature and purpose of each fvnd Is Included In the notes to the financlal 5tstements. Total funds 2024 2023 Donatbons and 8lfts Fundraslng 16,982 72,568 8.282 25,446 ExPendi￿re on raiSi￿lundS Unrestrlrted Vnrtrlrt•d fund5 funds 2024 Fundraisiry •nd publiuty Advertising 12,810 THE BENIAMIN PRITCNARD FOVNDATKW ao NOTESTO THE FINANaAL STATEMENIS (CONTINUEDI THE YEAR EAIDED31 MAR012024 Ch•rlt•bl• Ch•rTt•b 2024 2023 Fundraisi￿ cosis s￿90 Share of suiip(Kt and costs (se• not• S) Support Governar 39.617 30.956 534 37380 byfund Unrestricted funds 40.183 37.380 Depreciation Support ServFces Computer costs Printir* postsge & stationary Profetsi¢n415ubxriptions Insurance Travel & subsistence Governance costs 126 37,867 229 563 139 29.919 163 426 216 38 566 61 534 31.4 Charitable artivitles 40.183 31.490 2024 2023 The net Ir￿>¥ement in funds is stated after char8in8llcreditingl: t*precIati￿ of 0*7￿d tsngible flxed assets 126 139 THE BEPIJAMIN PRITCHARD FOUNDATIOII CIO NOTESTO ThE FINANCIAL STATEMENTS IcoNfiNUEDI FOR IYIE YEAR ENDED 51 MARC•1 202 None of the Trustees lor jny persons eonnected wlth them) re¢l￿d any remuner•tlon or bèrth frorn the eh•rlty durlnlthe ye•r. Emths There were no emplo￿$ durln8 the peilod. T•ntlon The charlty Is txtmpt from taxatlon on Its •ctlvltlu becJu5e all Its Income Ss applled lor ¢h•rhbl• Pufposes. 10 Th￿￿￿1• fix•d •ss•ts At l Aprfl 2023 734 At 31 March 2024 734 l)•prnchtlon 4nd Imp•lrrnent At l AprS12023 Depreclatlon charged In the year 230 126 At 31 March 2024 356 C•rryln¥ amount At 31 March 2024 378 At 31 March 2023 504 11 Crnlltots: arnounts falllng due withln tyle year 2024 2023 Accruaks and deferred Income 566 533 10- THE BENJAMIN PRITCHARD FOUNDATION ao NOTES TO THE FINANCIALSTATEMENTS ICONTINUEDI FOR 711£ YEAR ENDED31 MARCH2024 unreS￿ct*d fvnds The unrestrlcted fvnd5 of the charlty compr15e the unexpended balonces ol donatlons and grants whlch are not subject to 5peclfic tondltlons by donors and 8rantors 85 to how they may be usèd. These Include de5i8nattd funds which have been set aslde out of unrestrlrted funds by the trustees for specifF¢ purpog•S. At l Aprll Z023 Incomlni R•sovrt•s At 31 Mafth rnsourc•s •xpended Geriernl funds 66,309 89,550 152.9931 102 Pr•vlous Perlod: At l Aprll 2022 Incornlni resourc•s Resour¢es At 31 March •xp•nded 2023 General funds 69,961 33,728 137,3801 Rel•t•d p•rtytransartlon5 There were Th) disclosable related party tr4n5artion5 durin8the year12023- nonel- 11