FOR THE PERIOD • JULY 2023 TO 31 IIARCH 2024 ThE PHIL BENNErr FOUNDATKIN S47
THE PHTL BENNErr FOUNDATION cop¥rENTS OF ThE FINANCIAL STATEMENTS FOR THE PERIOO 6 JULY 2023 TO 31 IIARCH 2024 Pag• R•port ol th• Tru81• 1 to 3
THE PHIL BENNETT FOUNDATION REPORT OF THE TRUSTEES FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024 The twstees pr95t th&r rewrt with Ihe finan(xal staL8rnenb of the charity for the perKrfl 6 Juty 2023 10 31 Marth 2(Y24. The trustees hav8 a{jopt the provoiorL8 of A(xxyJnting aThJ Re[M.j by Charib8s.' Statèment of Recomm8ndwJ Practice applicable to thartties prrir0 thwr w)unts in a0))rdan wth the Financi RgrK)rting Stondard appli¢xbl8 in the UK aTh1 Republicof IrdaThJ IFRS 1¢Y21 {effKve 1 January 20191. OurAlmniisslon Ststemont To rw8e charit8blèfunds to hdp dEsthntW. disabled or undwpriwle•l (d37st0 Sl)e In sp)rt. Bont8 dèrfv•d from tho Charlty (Includlffj to th• publ1¢} Our aims fulty refit purFM)ses that the charity IFound8bonl vra5 set up b) further aThJ has b88n developgj wth due regard to the Chakity Commi%ion s guida on public be[fft. Th8 charity, benefrts the public by PTOVKIiTVd finarrial suprK)rt to th058 indMdua15 wkj meet the above ¢iteri8 and who are exp8rierring d"rffiDJMes in XInpaIthclpatiffj In sFrt Suth drffi(xJlb85 Ln indude flnancial hardship that 15 preventing that indiwdual to parbapate in or SFrf( - e.g. an indNidual vkno Lsnnot afford to pay an annual subscription f88 to join a sporb.ry dub or an indmdual vtho ts unable to parbrypat8 in sport because they requi speaalist equipmentl kit to do so whith they cant afft>nJ to pur¢hase. rknapating in S[rt Can offw a rang8 of induthry". - Improved heath and phKl - Improv8d rnentsl wellbsry Di8pIEn& and wmmitment - Opportun8Sfor team YrI( aThY o)IlatA)r3tK)n - Improved ry)nfid8nc8 and sknlls - Reduc81 wlaion The first appllcant that tre foundati)n SUp[rt resultwl in marry of the beneffts set out abov8. The applicabon was reCved requesting finanrid sUprt for an 8 year toy . Lik8 marw thildren of that &Je, he Want nothing rnore than to play sport wrth his friends. Unfortunatety. in ordw to (b , h8 T8quirwJ swyar eye•vear whith famity could not afford to purchase and his coach theretore appli to the FOUlatn for supwjrt. Havlr¥J review&Y the a5wAaied appli(ztion, th8 FoundatKJn was satisfied that the applicatron met the requir1 (xrt8ria and prowded financial supw)rt to purchase the eyewear requir. The feedbad( T8(wJ from his mther Ca1 ey2thy what the Foundabon ha5 bn sèt up to a¢hiev8. Sh8 explained that prior to r8M 4uipment. Finley had inCr1ngty distant frorn h friends and somewhat isolatj as he was unable to join Ih8rn in Wty'ng which he found extrernety frustrating. She nfirrned that he was now enNwng plaw"ThJ a rarvJ8 cl wth his frTends and was rnuth happi8r as a resuft of being Ob to do so. Applleatlon Pryx Appllcations for fin8ncial supp)rt are m ty Lx>rnpktiNJ foTm via the Foundab"on's websfte https'.Ilphi1nettfoundtKJfi.)MI All 8ppli(stK)ns must meet thg FoundatKJns Missh)n Sltsngrrt and must b8 Sutxnitbj by a teather. or an official mernb8rlrepre5entatwe of an organisabon. The d)arity ¢)es 9onS d1 from parents or indwiduals thernselvgs. Two raf0ran are Nuir for8very atson. Each application is 5cNtini%8d Ob1r¥y by an inderErnlent pand from Iwthtn the FoundatK>n¥ commlltse to ensure It meets the criteria set out in our aim. Ir rt ¢kns, the appli(xt¥Jn5 is futher gxutinBed to d8t8rrnin8 how much funding should be provided. In some instan. this wll be the fijll amount aP1Aj foT and eh 8ppliratK)n (provide they meet the (yiterial 11 bo assesswl on th¢ indmdual orwmslanS attach1 to TL Where applicatrjns Ik) not meet the I8. the submitter is noffied thatthe q>pli(xtw)n has not be SLKTrs3fvJl. There are no ggJgr8phic81 btyJThJaTkns as to th) 13n mthè an apPrn tothe FoUnd81K. Generallon of Tni8 In order to g8neTate lunding to financily supp)rt lts%e parties Ithy witrmn our anthiSS)n statnt, the Charity has held several events to date They a as follows.. - Charity Launch Event- Feb 23 - srIe1 F8ver- Sap 23 . GO Day at M8thynys. Oct23 . Class of 87 Dinn8r- Worfd Cup- od rJ
THE PHIL BENNE FOUNDATION REPORT OF THE TRUStEES FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2 - La Chap8ll- Wales vs ErvJland- F) 24 . ¢3)W Day in Dubai - Mar24 . Celebratk)n dinner 74 invinoble Ltons SO Ye5- 24 . C<)W Day at Royal Porthl- fkt 24 - Jacks vs Tuths- Jan 25 - Day at Machyny3-Jun 25 - 05 Brèakfast- Jul 25 The Charity has also re¢efv donaions frryn other charthes anoffan8atkIrts Th)table ones asft)Ikw3." . Bobby and Friend5 Charitable Tnksi - Barbarians Rugby - Scadets Regional RbY - Lland11 Rura Counc41 Dlstrbbutlon of fundng As at the date of Ih85e accounts no appficatk)ro had b8en gJtwu&)ty appn& have now been fiwng In. Dufing the SUbSUt P8riLwJ, and in order to Mrne the oprA)rbJnty to encourage and enable indMduaL% to parkntspate In SFN)rt. the Charity has (through the Dir&Xor of Educatk)n for C8rn8rih•nshire) made £5CK) available to 8V8ry prirnary schcx)l in th8 Carnarthen5hire County. That money must be Us1 for entiTety for wrchasiro swrti ]uiprn8nt to used In the S1. Th8r8 ar8 a total of % sch)1$ in the Camiarthenshir8 County, many of whith ar8 lorated wrthin d8prived areas. To date 81 srknls have applied antj a in the process CO rer4MT¥J thEAr £5(Y) funding. all 96 sch(K>ls r8CWVa their £5(K) funding k¥t)n. a5 is anti0pai, the FoundatKJn wTrll hav8 PTovided £48.CK)O to purchase SFA)rting equiprnentthat can be used and enpywl by approxmatdy 26,5j schTh)l Children. rt is the1ntion of the FouNlation to offw a £5LKI fvndl 8lk(8Don to purd)as8 sp)Itro Ut)ment to 8V8ry primary schctjl wthin a dfvwt IfJLnty nexiyear. Th8 Phil 8ennett Foundation h88 a150 provid1 fundiffj to the Scadets Comrnunty FoundatK)n to employ 8 Sets RegK)n81 Indlon L&ad Officer and a Scadgts Rugby Offiw (PbrokeshireI. The58 ro18s wll un¢Jertake an exten5DI8 raroe of activrti&s to support to wgby frT MIX abilty chldren Imale and femalel as well indNlduals from a raroe of demographics, f(tsten"ng erowJement and indusion. Suth everrtEJthtbes iThlude: En9aggment Dellvery Progranwne - Primary Sthool FestNals - Run F85tNals in Communty Ctuts to devekjp relatnShi¥ - CPD Events for Communty Co&es- Qu81fy sludents to suPrt wby ¢%Nerywith Primary Sth(KAs Prcgramrne - Rugby FestiwaL . Scadets Match Day F&stival & HaWTime RtyJby Expwwz. 8. 10 18BnK% pw IwJm8 fixbjre - 12 Scadets Rugby Carnp5 - Support Girfs Hubs - Support National Evenis- Rry81 Wdsh. Urdd EtstgJdlc#J. PembTokeshire Slk7w. Club Fe*)v8L%. Sthcd Rg4uests Inclusion Programme - 30 Frt Fed Fun Camps ddwered in Swalty Areas - Support and facilrtate Mixed Abilty Rugby FestNals. (Guest SessKJrts. Trrkia Flty. - E5tabli5hed1nclusNe Community Clubs to prwde mix&J th.lty Pattrway. - Support In- Sport Disability Events - Facilitats Walkn'ry Rugby FestNaL8. - Facilitate Disabilty Ev8nts ac¥oss the 3 Local Auth¢yth85 - FacAlitate Deaf Comrnunity Evonts . Support ourwheelthair Rugby Program. Roadstsyw. &Ab&ys - Ethnic Minority Groups - DelNer sOn$ in a Mwue I Suppyl Internab MuknJNural Group I Polish Communty / Syrian Cornrnunity - Support V8t8rans PrcyJramme - Fl)meless Support Local Auth}185 - NEET Children PramThe wrth Local Authoiities - STAR- Scheme swporbw thildran with ACES - SpoTbrvJ Memories PrDJTarnm85 The Communty Foundat VOVKle8 a qu&tety thty retth to the Phil Bgnrt Fouftd8tion whlth sets out the adv85 und8rtak•n by atye Offiw5.
THE PHIL BENNErr FOUNDATM)N REPORT OF THE TRusfEES FOR THE PERIOD 6 JULY 2023TO 31 MARCH 2024 Plan for the fvture It 18 th& inwKln of thè louYKlalk)n to Lxjntinl twik1 on tt)è gJOXS Lrf the found8th)n's nKJdd to date both in holdirF further 8vents to g8neratefuThts and th to L¥)ntin[ iD (fiStritrB fundirwJ to pzrrf5. Publicty and PTornotion rf Tne Phil Bennett FouwKJ8bon 15 W to wwre ts wm aTKI Cbive5 of the tharity remaln forefront and of utmosi imkYJrtance. STRUCTURE, GOVERNANCE AND MANAGEMEI Govemlng document The ch8rity is (x)ntro118d by its L¥Jv8miNJ (k)Qjm a doèd oltr1 and LxJnstitut&4 an unin(x)rrtrdtJ thaty. REFERENCE AND ADMINISThATfvE DETAILS Registered Charity number 1203878 Prfnclpal addre Clo Albawo&k Ltd North Dock Carnarthenshire SA15 2LF Tw$tees A L Stwart{appoTnied 6.7.23} J J Bènnètt (apwint 6.7.231 D L Quinnell {apFX)inted 6.7.23} I W Williarns18pwinted 6.7.231 S J Benn8tt lappointgd 6.723} Independent Examingr 8evan Buckland LLP Ground Flct)r Carrlgan House Castle Court Swans98 Entwprtsè Pa1( Swansea SA7 9LA Approv&J by order ofthe board cltrjstees on .......1311012015............... aThY styJn&Y its behatt ty. i W Willlams- Truste8
INDEPENDENT EXAIIINERS REPORT TOTHE TRUSTEES OF THE PHIL BENNE FOUNDATION Ind•p•nd•nt •Mmln•rf• r•port toth• Int•ts (rfTh• Phll Benrtt F(ndalk I rerKJrt to thg Charity trustees Im my the Tho Phl 8onn8tt Foundalknn (tho Trust) for the period 6 July 2023 to 31 March 224. RpOn¥1b1I and r•port As the chanty trusteeg ol the Trust are for the preparon of Iho xo)unts In )rdar9 W¢h I r8qulrem8nts of the Chadtles Act 2011 (Ih&AttI. I raptrt In wpe¢l of my ¢x8min8ih)n d Ihè TnL nts (Krt urKler Sthn 145 d the Act In rAryrg out my examlrth)n I hgve fOlk>d 011 th8 Chwty under Sethn 145(5Xbl of Ind•pond•nt •x•MIn• ¥tat•m?nt I have COmet my exarnln&"on. I confim) matters lo ry at1 kn o)nrthn tha Jntiffd k in otlhB Tru* Act ( AndrwAf Sllk ACA Bmrt BU¢j LLP Ground Cardigan CBStle Court Swansea En¢se Park Swansea SA7 9LA 1311012025
THE PHIL 8ENNErr FOUNDATION STATEMENT OF FINANCIAL ACTii+illES FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024 Unrastrkth fund INCOME AND ENDOWMETrifs FROM Lh)nations and18gaues 16.251 Othertradirs aCtiv8s 224.949 Total 241.2fM) EXPENDITURE ON Raising fvs 98.264 Charrtabl8 activrb•s Sports Ac£essibi1ty T¢)tsl 1CK).722 NET INCOME 140.478 TOTAL FUNDS CARRIED FORWARD 140,478 Thg A8 lom) patolthaSeffirK%al statements
THE PHIL BENNErr FOUNDATION BALANCE SHEET 31 MARCH 2024 Unrestric* fund CURREKf ASSETS Debtors Cash at bart( 151,178 155,498 CREDoR5 AMountsf8lllg wthin oney8ar 115,0201 NEf CURRENT A&8Ers 140,478 TOTAL ASSEfs LESS CURRENT UABiunES 140,478 ASSErs 140,478 FUNDS Unre51rided funds 140.478 TOTAL FUNDS 140.478 The financial statements We approv try the Board rA Tnth85 WKI authowd for issuè on 1311012025 .. and were suned on Tb bew by.. I W Williams- Truste8 The noiesfom) part cllknfénandal statements
THE PHIL BE14NErr FOUNDAT NOTES TO THE FINANCIAL STATEIAENTS FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024 ACCOUPrnNG POUCIES Ba•kn of pr•parbny th• finandal •tatsm•nts The financlal Statements of the tharity. whic is a put& berfrt under FRS 102, have prepar&Y In aC(da vlth the Charftles SORP IFRS 1Wdl Accounuro and Repon9 ty Charft168.' Stat8ment of Recy)mmended Pradce aPIcable lo tharihes preparing their aL¥))unts In )rar0 wth the Flnandal Rory4 Stsndard in th¢ UK and Republic cl Irdand IFRS 102118fftha 1 J8nuary 20191,, Finanoal Stsndard 12 Tho Finanud Starvjanl appl8 In th& UK and R¢public of Irdand thè Chaiits85 A¢ SJ11. Th8 fina st8m8nts have teen prepar1 histon c(ffjl 0)nngn. Incom• l incorre In ts Slaernwrt cl FinaThi the ha8 lI10M to the fvnds. Exp•ndltyrn thonty 10 I wDbable wll be rr1 in 59tV9m8nt aTKI TJx•tlon Fund ac¢ounllng Further exana11n ofthe naLU puw fiJrKI IB IrKSud&l In th• rth8 totha finArKa Stst8nts. Capltal Grants Gr8nts reraved 8re uwl to pur¢Jw8 (•1 Wt tr9otwJ res¢rftsJ fvrth In ihe bakn sh99t and rebase(I to Ihe in[re w>eThftyre 1Mt0¥ tslrfg rfthe 888eik>whith they late. C••h at bwk and In hand Cosh at bank cash in hand fnthths (8th sI)rt tM hwty Pd hofvj w1thin a or 2inilar D•trknrn Cr•dtto Ihat WTII probably [tt in the trardw fUr ty a thvd paty th• •ThJJrrt due Io s8tlJe th& obliJa*LVI can be fDr the fOee futu. TakntyJ WnsM1atkn th• Mt at thg yw WK1 and future &INd$. continugj...
THE PHIL BENNErr FOUNDATION NOTES TO ThE FINANC STATEMENTS. eontlnued FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024 OTrIER TRADING ACTMTIES Fundrakslro evenis Aucbons SpJn50r5hips 2,010 52,tr27 170.912 224,949 TRUSTEES. REMUNERATION AND BENEFITS no tsiJees' Un)n or ollw ber(orts p8riKI a[ed 31 2024. Trusto•s' •xp•n89s Thwe re ro tTUSt885' expenses paKI forthe p&lc4J ded 31 Marth 2W24. DEBTORS: AMOUNTS FALUNG DUE WITHIN ONE YEAR 4.320 CREDITORS.. AMouKfs FALUNG DUE WtrHIN ONE YEAR 15.020 MOVEMETr IN FUNDS )vement in funds At 31.3.24 UnTestiictod funds General fund 140,478 140.478 TOTAL FUNDS 140,478 140,478 Net mvernl in funds. indUdl in the above we as lolkAY6: IncomiTrJ Rex¢uTrm moVent gJJrc8s axpend in funds Unrestslctod funds General fund 241.2tKJ (1CIJ.7221 140.478 TOTAL FUNDS 241.2(Kl (1LX),722} 140.478 RELATED PARTY OISCLI)SURES Duriro the perKxl. in(x)mè toldliNJ £1.XQ vr& red from an orswBk)n o)ntrolW by a trL&Stee crf th (*arty. Tru5t885 wll have purthased tabks at ents of the PrerOI prke or treatment is given to t Truste95 as part ofthis aNangement
THE PHIL BEIINETf FOUNDATION DEfAJLED STATEME1 OF FINANCIAL ACTMTIES FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024 INCOME AND ENDObYMENTS Donat14)n• l•o•cl Donatlons 16,251 h•r tradlng xVvl¢l•• FundraisirKJ evernts Auctkjns spoOI1p• 2.010 52.027 170,912 224.949 Totsl In¢(9 rn•(wYr 241,2(X) EXPENDtruRE 5.621 Entetsnmwrt Tr8vdlirvJ Cl)thSng Venue & htre (Thts 83.916 8upport co•t• Manag•n*nt Insuonce 702 Fln•n Bank charg88 402 Inf0mMon tschnology Comput¥r ¢¢s¢s 1,354 Totel rBsourEeB 100.7Z2 N•t Incom• 140.478