DAVID BROWNLOW CHARIT ABLE FOUNDA TION ToASErilrir Report & Accounts YEAR ENDED 30 SEPTEMBER 2023
Our Mission The David Brownlow Charitable Foundation ID8CFI is dedicated to enhancing the lives and wellbeing of individuals and communities where there is an element of disadvantage. It achieve5 this in a number of ways Including personal development such as education, the provision of new equipment, or the improvement and regeneration of their communitv. Governing Document The organisation is a Trust formed by deed on 29 May 2011 and was registered as a charitv on 27 lune 2011. Principal Activity The organisation is a charity that receives its funds principally from the settlor, David Ellis Brownlow, and from income on those settled funds. Recruitment And Appointment Of Trustees The trustees of the DBCF for this period are David Ellis Brownlow, Edward Nicolas Reed, Benjamin Jame5 Rawson and Nicola Anne Carroll. One trustee meeting was held during this period on 23 May 2023. Objectives For The Period Of This Report Continue to improve of the lives and wellbelng of those living in the County of Berkshire, with particular focus within the village of Twyford and surrounding areas. Provision for the relief of the effects of sickness. Reduce the isolation of the most vulnerable members of the local communitv. The provision of support for educational experience of young persons, who are in need of financial assistance through grants to schools and other educational projects. Commit to some longer-term projecis to increase efficiency for the grant giver and the beneficiary. Ensure donations are made quickly and efficiently to best serve the beneficiary. Such other charitable purposes generally as the trustees shall from time to time decSde. Achievements During this period The David Brownlow Charitable Foundation IDBCFI ha5 made donations of £280,133 to the following causes.. Wlndsor Benefit Trust- Jubilee Fountaln £97,565 To mark the historic achievement of HM QLteen Elizabeth Il's Platinum Jubilee, the DBCF has funded a commemorative water foundation in Windsor, Berkshire. The water fountain 15 Sltuated in a prominent location by the Castle and is managed by the Royal Borough of Windsor and Maidenhead. Officially opened in lune 2023, this gift to the town of Windsor is a lasting reminder of the extraordinary legacy of the late Qtjeen.
Reading Repertory Theatre- ENGAGE Programme £50,000 Established in 2012, Reading Repertory Theatre is Reading's resident professlonal theatre, combining high-class productions with ground-breaking education and community engagement to help transform Reading and the surroundlng area's cultural landscape. The DBCF was pleased to be a major supporter of their ENGAGE programme, where they work alongside the most disadvantaged and ma¥ginalised communities in Reading to promote inclusion and accessibility in the arts. Parent5 and Children Together (PACT) £25,000 Based in Reading, Berkshire, PACT is an independent, outstanding-rated adoption charity which has been building and strengthen familie5 since 1911. Not only do PACT facilitate adoption, but they continue to support families after the adoption through various schemes, including in person sessions and online tools. They are using their grant to help with the rtjnning of PACT HQ and facilitating workshops. The DBCF'S CEO, Alexander Barfield, has also volunteered his time to PACT. Dinglevs Promise £25,000 Oingley's Promise delivers life changlng support to under 5$ wlth special educational needs and disabilities, and their families. There are 3 main centres providing earlv vears education in Berkshire, as well as a nation training programme to create more inclusion of children with SEND in earlv veaTS provision. Lord Brownlow is honoured to be an active Patron of this transformational early years charitv. Age Concern, Twyford- Outreach Programme £10,000 Thls was the Eight year the DBCF has funded Age Concern, Twyford's Outreach Programme. Thi5 programme help5 to reduce loneliness and isolation in the community and make the lives of older resident5 more comfortable. Age Concern, Twyford has recently increased it's offering at their Day Centre, including a hairdressers, which will be promoted via their outreach work. Wokingham Today-Tralneeship Scheme £10,000 Since 2019 the DBCF has been working in partnership with The Wokingham Today, and later The Reading Today local newspapers to give more people an opportunity to get into journalism. The DBCF has been pleased to support this scheme and is delighted to have enabled 50 many aspiring journalists get into journalism, including reporting on local news, politics and sports etc. Parenting Speclal Chlldren IPSC) £5,000 PSC supports many children and their families, especially around Autism. ADHD and Trauma & attachment. They are based in Berkshire and provlde both in person and remote support. PSC also provides parenting programmes and training for practitioner5. The DBCF'S CEO, Alexander Barfield, has also volunteered his time for PSC'S adoption support group.
Number 22 Windsor & Maidenhead Counselling £10,000 Number 22 are a registered charity providing free and confidential counselling to adults and young people in Windsor, Maidenhead and Slough, supporting those in distress where clients can feel valued and heard. Number 22 provides counselling. advocacy and independent visiting services to the community, free at the point of use. With mental health more important than ever, the 08CF was pleased to support number 22 to enable them to provide a5 much support as possible. Smart Living Pillars £9,000 This ground-breaking environmental project in Twyford involved the installation of five slate of the art smart living pillars. These pillars are the equivalent of a 'green wall,, however in this case they attached to pre-eKlSting lampposts due to space constraints. Not only do these smart living pillars look great, but they a150 help trap pollutant5 and encourage biodiversity in the area. The location was chosen due to the high level of vehicle activity in the area. The cost in 2022-2023 was due to maintenance and updating technology. Chattertots £5,000 Chattertots is a sma11 charity providing early intervention for children with Oown Syndrome in Berkshire. which support5 over 30 families. Speech and language is the biggest hurdle for children with Down Syndrome. Early speech and language intervention helps children master these essential life skills. The DBCF awarded a grant towards their summer school in 2023, which included group activities and intensive individual therapie5. DBCF CEO, Alex, was delighted to attend some of the activities. Dolphin School- Ukrainian Students £2,000 The DBCF part-funded 2 Ukrainian refugee children to attend the local school. They are staying with a family in Waltham St Lawrence and attend the same school as the children they're staying with. Neville Hall Trust- Waltham St Lawrence Coronation Festival £1,641 In 2023 volunteers organised a Coronation Festival in the village of Waltham St Lawrence. This was a great opportunity to come together as a community, whilst marking the historic King's Coronation. The DBCF was one of the sponsors of this event. Waltham St Lawrence Vlllage Show £800 The DBCF continued it's support of the Waltham St Lawrence Village Show. This is a wonderful event bringing together many members of the community to celebrate and showcase local talents. Categories include cookery, handicraft, photography, produce, flowers and many children's categories.
Stepping Forwards £800 stepping Forward works to facilitate and accelerate access to essential services, information, resource5 and life opportunities so that all people effected by disability Can live a full live. The DBCF was pleased to be able to support them by contributing toward5 their Winter Ball fundraisinE event. Twyford Together- Be A Santa To A Senlor Chrlstmas Hampers £600 Since Covid the DBCF and relevant organi5ations haven't held their usual 'Be A Santa To A Senior. Tea Party. As an alternative, the DBCF, Twyford Together and others worked together to provide hampers to be delivered by volunteers to the ijsual attendees, homes. This was gratefully received and created some much-needed joy, especially at a time when this most vulnerable of groups had to stay at home. Alexander Barfield is Vice-chalr of Twyford Together. Twyford Comets FC- Dutch Tour 2023 £500 The DBCF was pleased to contribute towards the Twyford Comets FC Dutch Tour in 2023. Not only doe5 thi5 encourage exercise and teamwork, it's sometimes the first opportunity some of the team have had to travel abroad. Twyford Parish Council - 'Twyford In Bloom, 2023 £477 The DBCF was pleased to support Twyford's entry into the Thames and Chilterns in Bloom Competition by buying several hanging baskets. Other Charltable Activity The DBCF supports many other charitable activities including marathon sponsorships, donations in memory of someone and various contributions to fundraising initiatives. Financial Review During this period the Foundation received donations of £312,500 and interest of £414. £280,133 was spent on charitable activities and £1,800 was spent on support Costs. As at 30 September the Foundation holds £44,415 in unrestricted funds. The Foundation does not seek third party funding. Reserves Policy The Foundation's income is principally from a sole donor,. whose intention is that the fund will be topped up once the existing funds become depleted. Grant Making Policy The Foundation accepts unsolicited requests for funding. It seeks to find projects it believes would benefit from itis SLJpport and there is no restriction on the grant amount. It will accept applications for multi-year funding, although for no longer than a consecutive 3-year period. It does not Brant to religious organisations.
Objectives For The Next Year Continue to improve of the lives and wellljeing of those living in the County of Berkshire, with particular focus within the village of Twyford and surrounding areas. The provision of health and relief of sickne55 of persons who are in need of financial a5$15tance. Reduce the isolation of the most vulnerable members of the local community. The prov551on of support for educational experience of young persons. who are in need of financial assistance through grants to Schools and other educational projects. Commit to some longer-term projects to increase efficiency for the grant giver and the beneficiary. Such other tharitable purposes generally as the trustees shall from time to time decide. Public Benefit Statement The charity's trustees have complied with their duty to have due regard5 to the guidance on public benefit published by the Commission in exerclslng their powers. Trustee Name: Trustee Sign: Date: Address: £610 (X
David Brownlow Charitable Foundation Financial Statements Year Ended 30 September 2023 Charity No.: 1144254
David Brownlow Charitable Foundation Report and Financial Statements for the yèar ended 30 SèpteNber 2023 Contents Page.. Reference and adminlstrative information Independent Examiners Report Statetnent of FinancEal Activilies Balance Sheet Notes forming part of the Financial Statements Trustees Edward Nicholas Reed Lord David Brownlow CVO DL Benjamin Rawson Nicola Carroll Princlpal Office Great Martin5, Shurlock Row, Reading) RG10 OPN Accountants BDO LLP, 55 Baker Street, London, W1 U 7EU Bankers Coutts, 440 Strand, London WC2R QQS Independent Examlner Perry5 Audit Limited, Churchdown Chambers, Bordyke, Tonbridge, Kent, TN9 1NR
Independent Exam7ner's Report to the Trustees of the David Brownlow Charitable Foundatlon We report to the trustee5 on my examination of the accounts of David Brownlow Charitable Foundation f(Ir the year ended 30 September 2023. Responslbilities aF)d basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance wiih the requiremeiits of the Charities Act 2011 I'the Act'l. We I"eporl in respect of my examination of the Trust's accouiits carried out under section 145 of the 2011 Act and in carrying out our examination we have followed all the applicable Directions given by the Charity Commission under 5ecilon 14515llbi of the Act. Independent examiner's statement The charity'5 gr05s income exceeded C250,000 and l am qualified to undertake the examination by belng a qualified member of the Institute of Chartered Accountants in England and Wales. We have Completed our examination. We confirm that no material matters hBve come to our attention in connection with the examination giving us cause to believe that In any material respect.. accotjnting records were not kept in respect of the Trust a5 required by section 130 of the Act; or 2. the accounts do nol accord with those records., or 3. the accounts do not comply with the applicable requirements concerning the form and content of account5 set out in the Charities (Accounts and Reports} Regulations 2008 other ihan any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. We have no concern5 and have come across no other matte15 in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. S Hale Steve Hale FCA,FCCA, on behalf of Perrys Audlt Limited Churchdown Chambers Bordyke Ttsnbridge Kent TN9 1NR Date.. 29.7.24
DavTd Brownlow Charitable Foundation Statemènt of Flnanclal Actlvltles for the year ended 30 September 2023 Notes 2023 2022 Income and endowments from Donations and legacies Interest received 312,500 414 456,259 28 Total 312,914 456,287 Expenditure on Charilable activities 281,933 457,919 Total 281,933 457,919 Net movement in funds 30,981 11,6321 Funds brought forward 13,434 15,066 Total funds at 30 September 2023 44,415 13,434 All fund5 are unrestricted and relate to continuing activities. The notes on pages 5 to 8 form part of these financlal siatements
David Brownlow Charitable Foundation Balance Sheet as at 30 September 2023 Notes 2023 2022 Current Assets Cash at l)ank and In hand Debtors 37,571 10,000 47,571 4,910 10,000 14,910 Liak)ilities Creditors.. amounts falling due within one year 13,1561 11,4761 Net cui'rent assets 44,415 13,434 Total net assets 44.415 13,434 Funds Unrestricted Funds 44,415 13,434 Approved by the Trustees and signed on their behalf by.. 29.7.24 The notes on pages 5 10 8 form part of these financial statements
David Brownlow Charitable Foundation Notes to the financial statements for the year ended 30 September 2023 1 Principal Accounting Policies lal Accounting Convèntlon The financial statemeiits are prepared Linder the historical cost convention and in preparing tlie financial statement5 the charity follows best pi'aclice as laid down in the Statement of Recommended Practice 'Accouiitiiig and Reportii)g by Charities" (Charitles SORP IFRS 10211 and comply with the Charities (Accounts and Reports) Regulation$ 2008 issued under the Charities Act 2011. Ibl Donations, legacie5 and similar irkCOTne Donations, legacies and similar income are shown in the accounts when receivable and the value of the incoming resources can be measured with sufficieni reliability. Icl Investment income Investment income is accounted for in the period in which the charlty is entitled to receipt. Idl Resources expended Liabilities are recognised a5 resources expended as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis. lel Charltable activitles Costs of charitable activities include grants made and an apportionment of overhead and support COSts where applicable. Grants payable are payments made to third parties in the furtherance of the charitable Objectives of the Trust. Single or multi-year grant5 are accounted for when either the recipient has a reasonable expectation that they will receive a grant and the trustees have agreed to pay the grant without condition, or the recipient has a reasonable expectation that they will receive a grant and any condltion attaching to the grant IS Outside of the control of the Trust. {fj Governance costs Governance costs comprise costs relating to the general running of the charity a5 opposed to those associated with generating fund% or charitable activity. {g) Taxation The charity is exempt from tax on its charitable activities. Ihl Going concern The trustees consider that there are no materlal uncertainties about the ability to continue as a going concern.
David Brownlow Charitable Foundation Notes to che flnaneial statements for the year ended 30 Septèmber 2023 2 CharStable Actlvities Registered Char7ty No. 2023 2022 Educational Donations Chattertots Dingleys Promise Dolphin School Enthuse Charitable Trust Hawthorns Primary School Parents Teachers Association 1198362 1137609 1095248 1126965 5,000 25,000 2,000 250 20,000 1044929 1002238 50 St Nicholas Hurst PTA Wokingham Paper ITraliieeshSpl 1,000 10,000 10,000 Local Donations Age Concern Twyford Ascot United Football Club Berkshire Community Foundation Building For The Future Plus Hart Lions Club Majestic Publications Me2 Club Newlle Hall Charitable Trust Parenting Special Children Reading Repertory Theatre Royal Berkshire Flre & Rescue Smart Pillars ITwyfordl Stepping Forward5 Twyford in Bloom Twyford Comets Twyford Together No22 Windsor & Maldenhead Counselling The Windsor Benefit Trust Jessica Dunning World Challenge Waltham St Lawrence Village Show 1163722 10,000 10,000 500 1155173 1121458 1193888 21,050 10,000 1,000 606 7,500 200 1140812 1092551 1141172 1147048 1,641 5,000 50,000 10,000 1,000 9,000 9,000 800 477 1177955 435 500 650 10,000 97,565 500 800 1,397 1177138 1169168 102,435 National Donations Breast Cancer Now Just4Children Macmillan Cancer Support Parents and Children Together Royal Albert Hall Royal Osteoporosis Society 1160558 1164473 261017 100 500 100 500 25,Q20 200,000 25,000 1095457 285111 1102712 25,000 25,000 280.133 456,443
David Brownlow Charitable Foundation Notes to the financial statèments for the year ended 30 September 2023 3 Support Costs 2023 2022 Accountancy Fees Independei)t Examiners Fees ank Charges 960 720 120 960 516 1,800 1,476 4 Donation5 2023 2022 Donations received Gift Aid recoverable thereon HMRC interest received 250,000 62,500 365,ffl0 91,250 312,500 456,259 5 Other income 2023 2022 Interest on cash deposits 414 28 6 Cash at bank and In hand 2023 2022 Current account Reserve account Petty Cash 1,000 36.489 82 1,000 3,828 82 37,571 4,910 7 Debtors 2023 2022 Gift Aid 10,000 10,000 8 Creditors 2023 2022 Accountancy Fees Independent Examiners Fees 1,920 1,236 960 516 3.156 1,476
David Brownlow Charitable Foundation Notes to the flnar*clal statements for the year ended 30 September 2023 9 Trustees, remuneration and benefits None of the TrLlStees l)hv& been paid any remuneration or received any other benefits from Ihe Charity12022 none). 10 TrLtstee5' expenses Trustees, expenses of £nil were incurred in the year ended 30 September 2023 12022.. Enill 11 Related party transactions There have been no Lransaclion5 Wlth persons or entities that are closely connected to the charity or its Irustees 12022 none).