REGISTERED CHARITY NUMBER: 1192178 R¢port of tho Trustees and Unaudltsd Financial Statements for the Year Ended 30 S•ptSmr 2024 for BEN SAUNDERS FOUNDATION Rithardsty) Sft Audit Limited 11 Laura Place Bath BA2 4BL
BEN SAUNDERS FOUNDATION Corrterts of the Financial Statements for the year ended 30 September 2024 Pag• R•port of the TnteeS 1 to 3 Indepèndent Examinerf8 Report 8L*ement of Flnanclal Actfvltl•s Balance Sheet Notes to the Flnanclal Ststaments 7 to 12 D•tsiled Statement of Financial Activities 13 to 14
BEN SAUNDERS FOUNDATION Report of the Trustees for the year ended 30 September 2024 The trustees present their report wth the financial statements of the tharity for tre year ended 30 September 2024. The tNslees have adopted the provisions of Accounting and Reporting by Charities.. statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Flnancial Rep¢rting Standard applicable in the UK and Repu1¢ of Irdand IFRS 1021 leffe¢b"ve 1 January 20191. Welcome to thè Bèn Saundèr5 Foundation annual rèport for 2023f2024. Our 4th year as a charity has been one where we have cont'nued to support families from all over Eryland, Wales and Scotland. The 8alh based foundation was created by Ben Saunder5 in August 2020. It was Ben's wrsh lo never be brgotten and he wanted to achieve this by promding holidays for Teenagers and Young Adults wth cancer. 0EcTIVEs AND ACTivrriES Obje¢tives and aims The prmary objectiv• is providing holidays to Teenagers and Youro Adurts who have suffered frorn cancer. Significant activities Ben's third foundation ball was hekl in February 2024 at the Apex Hotel in Bath, once again a maximum of 300 people were in attendance. The ball coincAded with what would have been Ben's 22nd birthday, il was an amazing emotional evening for everyone in attendance. Star of the night was Britain's Got Talent finalist Olivia Lines. we were also thznkftjl for MC and Comedian lan Murphy and also SW Disco supportéd for the third consecutive year. During this last year we have continued to support the Teenage Young Adult ward in erislol. Ml patients one lo this ward continue to receive vouchers to redeem in local venues. Ben's Mum and Dad Jo and Tom we also awarded the point of light award from the Prfme Minster Rushl Sunak, this was presented by our local MP Wera Hobhouse. This also led to Ben's Mum. Oad, Brother (Charfiel and Grandad Ichrisl attending the Buckingham Palace Garden paty. We also received another gtant from the National Lottery this lime for £20,000, as well as £5.000 from the Albert Hunt Trust. £5.000 from the Nim8r TrusL £5,000 frorn Band In a Bam, £4.600 from the Anti)n Jurgens Trusl, £2,500 from St James Place, £2,500 from Bruce Wake charity, £2,500 from Tesco, £1,500 from Keynsham tangent and £5,000 from the Sheffield Mutual bank who made us their charity of the year. Wthout these wonderful donations we would be unable to grow and prowde more support lor so rnany families in desperate need. Our 200 club also continues to thrive, we pay out £5(N) in prize money every month and the prOedS of this pay tor the t¢ fees on the odginal hoSlday home Bens Retre*. We sold both Ben's Legacy and Ben Oens to enable up to buy Ben's Infinty Lodge140tO foot Atlas Debonair). our holiday homes are still based al Hobume Cotswdds. we still own Ben's retreat which we purchased in October 2020. Public benefit Public trenefit is achieved by providing holKlay accDmodati¢Jn for teenage and young adutts undergoing treatsnenl for cancer, as well as for bereaved familie5. The Tnjstees have given considerab.on lo the Charty Comrnission's published guidance on the Public Benefit requirernent under the CharitEs Act 2011. Voluntee The foundation réliès on thè support of unpaid volunteers. Tha Trusteas would lik• to take this OprtUnIty to thank all our generous volunteers. Page 1
BEN SAUNDERS FOUNDATION R8port of th8 Trusta•s fi)rth• y•ar •nd•d 30 Septembar 2024 ACHIMENT AND PERFORMANCE Charitable activities We have On again prowded holidays for over 100 farnilies in the previous 12 months. These farnilie5 have come from all four comers of England as well as many from both Wales and Scotland. In total since we look our first guest in April 2021 we have now 5UPWrted over 375 families. All of the families who stay with us have given us wonderful feedback and the majority of their stories can be found on our website. www.bens8undÈr51oundatien.org FINANCIAL REVIEW Flnanclal posltlon As shown on the balan sheet, the T1,$ ffinancial position is heathy. ReseThes pollcy The charity's reserves wlicy is lo hold fvnds in cash of at least £25,000 in order to cover at least 6 mtsnth5' average overhead expendibjre. Going ¢one•m The charty is a going Corern. There are no material uncertaintEs about the charity's abdty lo continue ils operatbn. FUTURE PLANS We rèmain aware of the eurrtnl cost of living crisis and the impact this is haMng on people's abilty to support charibes. We are also looking to increase our support lo the Teenage Young Adult ward in Bristol. The Foundation is an incredible famity led charity ¥rKI h¥8 been extrèmely in delThiering an understanding and compassionate seNice. This is due to the unfortunate circumstances that led to the creation of this Charity. We plan to continue to grow our prèsence on social media, wa CLnY have just over 6.000 fo41owers on facebook and the page is very active. The Chair of Tru$le¢s has a ftll understsrtding of the trauma of b$1 a ehild and is thef¢re abla to communicate on a professional yet understanding level with all of the families who rnake contact for a holiday. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing docum8nt The charity is controlled by its goveming document. a deed oftrusl and constitutes an unincorporated charity. The 8en Saunders FJndation CIO lthe'FndaI10n) was registered as a charitable incorporated organisation on Slh November 2020, number 1192178. Recruitment and appointment of new tnte@s Trustees are appK)inted by thè board of Truste and rn8et four times a year to consider proposals and deal v4ith the governance of the charity. There were four trustees and the beginning Thomas. Joanne and Charfie Saundefs along wth Karen Payton. A rther were added on 1 sl August 2021 being Paul & Claire Daniels. Inductlon and trainlng of new trustees New Trustees are inducted into the workings of the charty by the Board of Trustees. Risk rnanagènnt The trustees have a duty to identfy and review the risks lo which the tharity is exposed and to ensure appropriate ¢)ntrols a in place lo provide 8$onable assuranc¢ against fraud and ¢rr¢y. REFERENCE AND ADMINISTRATIVE DETAILS Reglstered Charity number 1192178 Page 2
R•port ofth•Ththt••• etyth?y••f •nd•d 3Q &kenknr2024 %tS.¢9gJ j•rrtF¥r4Xgbii*llty"rt . 165 Th• r SaLrthr¥ C Drtts RhS¥rd¥on s4Mft1 Limitsd 11 Laur4H -14 BA2 48L ZOIL b¢hdlty. 46m Pag•3
Independent Examinerfs Rèport to tho Trustees of Ben Saunders Foundation Independent examinerfs report to tru$ts¢s of Bgn Saunder5 Foundation I report lo the charity Iruslees on my examination of the aunts of Ben Saunders Foundation (the Trust) for the year ended 30 September 2024. Respor1b11ities and basis of rèport As the charity trustees of the Trust you are responsd)le for the preparation of the accounts in accordance with the requirements of the Charibes Act 2011 Cthe Acr}. l ptsrt in respect of my examination of the Trusf5 accounts carried out under Section 145 of the Act and in carying out my examination I have followed all appli12ble Directions given by the Charty Commission under Section 14515)(bl of the Act. Independent exarninerfs statsm•nt I have completed my examination. I confirm that no material matters have come to my attentlon In connection wrf£h the examination glving me cause to believe that in any materi81 rèspect.. accounb.ng re¢ords were not kept in respect of the Trust 8$ required by Section 130 of the Act,. or the acunt5 do not accord with those records., or the accounts do not corn Y with the applicable requrements conceming the fomi and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a tnje and fair wew whlch is not a matter considered as part an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention shouKI be drdwn in this Teport in order lo enable a prtsper understanding of the acrKJunts lo be rea¢hed. Catherine Edwards Richardson Swift Audf( Lirnrtèd 11 Laura Place Bath BA248L Date.. sJI.2]ILF................. Page 4
BEN SAUNDERS FOUNDATION ststèm8nt of Flnanclal Actlvltles lor the y•ar 8nd8d 30 S8ptomb8r 2024 2024 UnreslriLtgd fund 2023 Total fvnd8 Notes INCOME AND ENDOWMENTS FROM Donations and legaci8S 113.872 141,659 Othèr trading athmtios Investment income 59.118 2,881 44,372 Totsl 175,871 186,031 EXPENDITURE ON Raising funds 34,986 36.438 Charitsble activities Donation to indNidua Lodge Expense Other 2.382 40,910 24.787 3.337 44,778 2,522 Other 8,852 Totsl 131.917 87.075 NET INCOME 63.954 98,956 RECONCILIATION OF FUNDS Total fiJnds bfoughl fOard 393,292 294,336 TOTAL FUNDS CARRIED FORWARD 457,246 393,292 Thè notes fomi part of these ffinancial statements Page 5
BS4 gAUNE%RS F<KJP4DAYN)N Ji 2024 2023 199.497 SJ,978 2gJ.475 Stor 10 2.974 25,LY#) 113.963 In&en Ca8h 8ibarlt lo1.3 104,792 212,1 141927 AmrAlS1rrfj tjue £,.¥7i:.},: 13 ie,o*i ,771 141.rJ26 LIABFLMES 457,248 457346 ' 14 457,248 457,246 on its brts.
BEN SAUNDERS FOUNDATION Notes to the Financial Ststements for the year ended 30 September 2024 ACCOUNTING POLICIES Basis of preparing the financial statsments The financial statements of the charty, which is a Publ benèfft entsty under FRS 102, have been prepared in acwrdance wth the Charities SORP IFRS 1021 'Accounling and Reporty"ng by Chanties.. Statement of Recommended Practice applicable to charftles preparing their accounts in accordance with the Finanaal Rèporting Standard applicable in the UK and Republic ol Irèland IFRS 1021 (effective 1 January 20191.. Finanrial Reportiro Standard 102 'The Financial Reporting Standard applicable in the UK arid Republic of Ireland and the Charities Act 2011. The financial slal8rnÉnls have been prepared under the historical c081 convention, vAth the 8xcéptM)n of investments which are induded at m¥rket valua. Incom• All income is tognised in the Ststement of Flnancial Activities once the charity has entifjemenl to the fvnds, it is probable that the income will be received and the amount can be measured reliably. Expendire Liabilrties are recognised as expenditure as soon as there is a legal or constructive obligation wmmitting the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation c2n be measured reliably. Expenditure is accounted for on an a¢¢ruals basls and has been classified under headings that aggregate all cost related to the category. Where costs cannot be diredy attributed to patbcular headings they have been allocated to 3th've$ on basis consistent with the use of resource5. Grants offered subject lo condition5 whith hove not been met at the year end dale are noted gs a nmitment but not accrued as expendrture. Tangible fixed a55ets Deprecialion is prowded at Ihe followng annual rates in order to vlrile off each asset over ts estimated usefijl lrfe. Freehold properly Fixlures and fittings 5% on cost 10Qh on reducing balance Stocks Stocks are valued at the bwer of ¢o$t 8nd net realisable value, after maknng due allowance for obsolete and slow moving tsms. Taxation The charity exempt from tax on ils Charitsble activiJes. Fund accounting Unrestricted funds can be used in accordance with the charftsble c+Jjectives at the discretion of the trustees. Restricted ftjnds can only be used for paCUlar restricted purposes within the ¢bje(*s of the charty. Restnctions arise when specified by the donor or whèn fijnds are raised for particular restricted purposes. Further explanation of the natrjre and purposè of each fijnd is included in the notes lo the ffin8n¢ial ststements. Donated goods Vere donated seTvices have been received an equivalent donation has been re¢ognised within income. Page 7 continued...
BEN SAUNDERS FOUNDATION Notss to the Financial Statements - continued for the year endgd 30 September 2024 DONATIONS AND LEGACIES 2024 2023 Donations Gift aid Grants 87.850 6.022 20,000 126.556 5.103 10.000 113,872 141,659 OTHER TRADING ACTpimES 2024 2023 FurKlraisins events Sale of merchandise Raffles and competitKxs Lodge rentaL8 15,827 1.810 33,481 8,000 12,970 386 31,016 59.118 44,372 INVESTMENT INCOME 2024 2023 Bank interest 2.881 RAISING FUNDS Raising donations and legacies 2024 2023 Staff costs Fundraising and merchandise costs Just giving fee compatits.on prizes Advertising and promotional mate 4,625 16,482 742 10,345 3,692 975 17.145 742 7,210 2.829 35,886 28.701 TRUSTEES. REMUNERATION AND BENEFITS There were no tStee remuneration or ollr berEfits for the year eThJed 30 September 2024 nor for the y¢ar ¢nded 30 September 2023. Trustees. expenses There were no trustees. expenses paid for the year ended 30 September 2024 nor for the year ended 30 Saptsmbèr 2023. Page 8 continued...
BEN SAUNDERS FOUNDATION Notss to th• Flnaneial Ststéments- contlnugd for the year endèd 30 S•pt•mb&r 2024 COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestri¢#ed fund INCOME AND ENDOWMENTS FROM Donations and legacies 141,659 other trading activities 44.372 Totsl 186,031 EXPENDITURE ON Raising funds 36.438 Charltablè aetlvltlos Donation to individual Lodge Expense other 3,337 44.778 2,522 Total 87,075 NET INCOME 98,956 RECONCILIATION OF FUNDS Totsl funds brought fOard 294.336 TOTAL FUNDS CARRIED FORWARD 393,292 Pagè 9 continued...
BEN SAUNDERS FOUNDATION Not•s to the Financial Statements- continued for th• y•ar ended 30 September 2024 TANGIBLE FIXED ASSETS Fixtures and fittings Freehold property Totas COST At 1 Othber 2023 Additions Oisposals 215,607 138,633 1143,5001 8,422 4,255 224,029 140,888 1143,5CM)I At 30 Septornber 2024 208,740 12.677 221.417 DEPRECIATION Al 1 October 2023 Charge for year Eliminated on disposal 21.222 10.437 110.752) 541 472 21.763 10,909 110.7521 At 30 September 2024 20,907 1,013 21.920 NET BOOK VALUE At 30 September 2024 187,833 11.664 199,497 AI 30 Seplefnber 2023 194,385 7.881 202,266 FIXED ASSET INVESTMENTS 2024 2023 Fixed rate bonds 50,978 so.ooo 10. STOCKS 2024 2023 stocks 2,900 2,000 11. DEBTORS., AMOUNTS FALLING DUE WITHIN ONE YEAR 2024 2023 Prepayments aThJ accrued incorne 3.268 2,974 Page 10 continued...
BEN SAUNDERS FOUNDATION Notss to the Financial Statements- continued for the year ended 30 September 2024 12. CURRENT ASSET INVESTMENTS 2024 2023 Fixed rate bonds 101.903 25,000 13. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2024 2023 Olher creditors 6.090 2,901 14. MOVEMENT SN FUNDS Net mvemenl in funds Al 1.10.23 At 30.9.24 Unrestricted funds General fvnd 393.292 83.954 457,246 TOTAL FUNDS 393,292 63.954 457.246 Net mvement in funds. included in the above are as follows.. Incorning resource$ Resources expendèd Movement in funds Unrestricted funds General fvnd 175.871 (111.917) 63,954 TOTAL FUNDS 175.871 1111,917) 63,954 Comparatives for movement in funds Net movement in funds At 1.10.22 At 30.923 Unrnstrieted funds General fijnd 294.336 96.956 393,292 TOTAL FUNDS 294.336 98,956 393,292 Page11 ¢onlinued..
BEN SAUNDERS FOUNDATION Notes to thg Financial Staterngnts . continued for the year ended 30 September 2024 14. MOVEMENT IN FUNDS - COnnU8d Comparats've net nKsvement in funds, induded in the above are as follows.. Incoming resources Resour$ expended Movement in fvnds Unrgstricted funds General fund 186,031 187.0751 98,956 TOTAL FUNDS 186,031 187,075} 98,956 A ¢urrenl year 12 months and prior year 12 rnonths combined position is as follows.. Net movement in fvnds Al 1.10.22 At 30.9.24 Unrg¥tricted funds General fund 294,336 162,910 457,246 TOTAL FUNDS 294.336 182.910 457,246 A current year 12 months an¢J pri¢r year 12 months combined net movement in fvnd3, included in the above are as folk)ws'. Incoming resources Resources expended Movement In funds Unrestrlcted fund9 General ftjnd 361.902 (198.9921 1e2.910 TOTAL FUNDS 361.902 (198,992} 162.910 15. RELATED PARTY DISCLOSURES Donations received from Trustees amounted to £1,27012023'. £2.873) Page 12
BEN SAUNDERS FOUNDATION Detailed Statement of Financial Actlvltles for the year end8d 30 S8ptembar 2024 2024 2023 INCOME AND ENDOWMENTS Donation5 and legacies Donations Gift aid Grants 87,850 6.022 20.000 126,556 5,103 10,000 113,872 141,659 Othèrtrading activtties Fundraising events Sale of merchandise Raffles and cOmpetonS Lodge rentals 15,827 1,810 33,481 8,000 12,970 386 31.016 59.118 44,372 Invèstment income Bank interest 2,881 Total incoming resource 175,871 186.031 EXPENDITURE Ratsing donations and legacies Wages Fundraising and merchandise costs Just giving fee Compeli'on prizes Advertising and prorrK)tional mate 4.625 16.482 742 10,345 3.692 975 17.145 742 7,210 2,629 35.886 28.701 Othèrtra(Ilng activitres Opening stock Purchases Closing 51c¢k 2.000 2.500 7,237 12.0001 12,9001 (900} 7.737 Charitable actiwties Rates and water Insurance Repairs and consumable items Pitch fees Sundri&s Carried foThvard 1,662 505 18.921 19.304 518 40.910 2.570 1,102 12,519 17,005 33,678 This page does not form part of tha st8tulory finanoal stments Page 13
BEN SAUNDERS FOUNDATION Detailed Statement of Financlal Activitlès for the year ended 30 S&pt•Mr 2024 2024 2023 Charftsble activiti¢$ Brought foNard Voucher purchases Depreciab'on of tangible fjxed assgts Grants to individuals 40,910 12,435 10,908 2,382 33.678 11.100 3,337 66,635 48,115 Other Loss on sale of tangible fixed assets 8,852 Support Costs Finance Bank tharge3 82 88 Other Computer costs Postage and stationery Sundries 222 106 192 106 128 522 234 Governance costs Accountancy and legal fees 2,200 Total resources expended 111.917 87,075 Ngt Incom• 63,954 98,956 This page doe$ Th)1 forrn part of the slatulory finandal statements Page 14