OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-09-30-accounts

DAVID BROWNLOW I CHARIT ABLE FOUNDA TION still IEED fo 4¢ lJIKtthwiyon' Report & Accounts YEAR ENDED 30 SEPTEMBER 2024

Our Mission

The David Brownlow Charitable Foundation (DBCF) is dedicated to enhancing the lives and wellbeing of individuals and communities where there is an element of disadvantage. It achieves this in a number of ways including personal development such as education, the provision of new equipment, or the improvement and regeneration of their community.

Governing Document

The organisation is a Trust formed by deed on 29 May 2011 and was registered as a charity on 27 June 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 James Rawson and Nicola Anne Carroll. One trustee meeting was held during this period on 18[th] July 2024.

Objectives For The Period Of This Report

Achievements

During this period The David Brownlow Charitable Foundation (DBCF) has made donations of £286,534.79 to the following causes:

Longride Activity Centre £10,000

Number 22 Windsor & Maidenhead Counselling £10,000

PSC supports many children and their families, especially around Autism, ADHD and Trauma & attachment. They are based in Berkshire and provide both in person and remote support. PSC also provides parenting programmes and training for practitioners. The DBCF’s CEO, Alexander Barfield, has also volunteered his time for PSC’s adoption support group and has written a forward for their new book.

First Days £5,000

First Days is a charity based in Wokingham, Berkshire, which empowers and supports families facing financial hardship to change their lives. They work alongside families to give them choice and dignity to ensure that every child gets the same start in life. They not only provide clothing, school uniforms and toys, but offer parents vital peer support and coaching. The DBCF was pleased to award First Days a grant of £5,000 to help them with their work.

Berkshire Care Trust £5,000

The Berkshire Care Trust (newly named The Inside Out Trust), provides financial assistance by way of grants or emergency cash payments to people under the supervision of the Probation Service. They provide financial assistance for anything from basic clothing to securing accommodation or meeting the coast of getting back into work. The trust can help fund training courses, clothing for interviews or basic equipment for the workplace. Urgent requests for bedding, basic clothing, furniture or white goods are also considered. The aim of the Trust is to reduce re-offending and the DBCF was pleased to support this initiative.

Just Around The Corner (JAC) £5,000

Employing a blend of therapeutic models, including Equine Assisted Learning (EAL), JAC have helped enhance and inspire the lives of thousands of people through their unique blend of activities. Whilst offering a range of hands on activities including: arts, crafts, music, carpentry, mechanics, horticulture and pottery; they are probably best known for our work with horses. Younger participants, through one-to-one EAL sessions, learn to: develop confidence and self-esteem, overcome fears, explore body language and behaviour, understand relationships and boundaries, set and work towards personal goals and raise self-worth. They help children from across Wokingham and Woodley in Berkshire and the DBCF was pleased to award JAC it’s first grant from us.

Rabble Theatre £5,000

The DBCF awarded a grant to Rabble Theatre to enable them to go into the participating schools of the Mock Trials Competition in Berkshire, to help the students learn how to perform in a Courtroom setting. This initiative helped the students gain confidence and learn how to speak in public.

Citizens Advice Bureau (CAB), Wokingham £5,000

CAB provides free, confidential and impartial advice, information and support to anyone living or working in Wokingham Borough. Their support covers a range of areas including issues with welfare benefits, debt, housing, employment law, consumer and much more. This grant went towards CAB’s mobile unit, which visits various places in the Borough, enabling those who are unable to make it to the town centre to receive advice.

Link Visiting Wokingham £3,500

The DBCF was delighted to make this grant to Link Visting to fund Christmas Lunches for those who were on their own at Christmas in Wokingham.

The DBCF also supported the annual Piggott School Student Mentoring Scheme Competition, giving business studies students an opportunity to work with real business people to create a business plan as part of their school work. The winners and runners-up of the competition receive a price. Alexander Barfield is Vice-Chair of Twyford Together and he is a Judge for the Student Mentoring Competition.

Stepping Forwards £800

Stepping Forwards works to facilitate and accelerate access to essential services, information, resources 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 towards their Winter Ball fundraising event.

The DBCF was pleased to support Twyford’s entry into the Thames and Chilterns in Bloom Competition by buying several hanging baskets.

Twyford Comets FC – Dutch Tour 2024 £500

Other Charitable 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 £325,359 and interest of £1,374.66. £286,535 was spent on charitable activities and £2,519 was spent on support costs. As at 30 September the Foundation holds £82,095 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 support 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 grant to religious organisations.

Objectives For The Next Year

Public Benefit Statement

The charity’s trustees have complied with their duty to have due regards to the guidance on public benefit published by the Commission in exercising their powers.

Trustee Name:

Trustee Sign:

Date:

Address:

David Brownlow Charitable Foundation

Financial Statements Year Ended 30 September 2024 Charity No.: 1144254

David Brownlow Charitable Foundation

Report and Financial Statements for the year ended 30 September 2024

Contents
Page:
1
2
3
4
5-8
Reference and administrative information
Independent Examiners Report
Statement of Financial Activities
Balance Sheet
Notes forming part of the Financial Statements
Trustees Edward Nicholas Reed
Lord David Brownlow CVO DL
Benjamin Rawson
Nicola Carroll
Principal Office Great Martins, Shurlock Row, Reading, RG10 0PN
Accountants BDO LLP, 55 Baker Street, London, W1U 7EU
Bankers Coutts, 440 Strand, London WC2R 0QS
Independent Examiner Perrys Audit Limited, Churchdown Chambers, Bordyke, Tonbridge, Kent, TN9 1NR

1

Independent Examiner’s Report to the Trustees of the

David Brownlow Charitable Foundation

We report to the trustees on my examination of the accounts of David Brownlow Charitable Foundation for the year ended 30 September 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). We report in respect of my examination of the Trust’s accounts 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 section 145(5)(b) of the Act.

Independent examiner’s statement

The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of the Institute of Chartered Accountants in England and Wales.

We have completed our examination. We confirm that no material matters have come to our attention in connection with the examination giving us cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than 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 concerns and have come across no other matters 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 Audit Limited

Churchdown Chambers Bordyke Tonbridge Kent TN9 1NR

Date: 23rd July 2025

2

David Brownlow Charitable Foundation

Statement of Financial Activities for the year ended 30 September 2024

----- Start of picture text -----
Notes 2024 2023
£ £
Income and endowments from
Donations and legacies 4 325,359 312,500
Other income 5 1,375 414
Total 326,734 312,914
Expenditure on
Charitable activities 2,3 289,054 281,933
Total 289,054 281,933
Net movement in funds 37,680 30,981
Funds brought forward 44,415 13,434
Total funds at 30 September 2024 82,095 44,415
----- End of picture text -----

All funds are unrestricted and relate to continuing activities.

The notes on pages 5 to 8 form part of these financial statements

3

David Brownlow Charitable Foundation

Balance Sheet as at 30 September 2024

Notes
Current assets
Cash at bank and in hand
6
Debtors
7
£
£
59,759
25,000
2024
£
£
37,571
10,000
2023
Liabilities
8
Creditors: amounts falling due within
one year
84,759
(2,664)
47,571
(3,156)
Net current assets 82,095 44,415
Total net assets 82,095 44,415
Funds
Unrestricted funds
82,095 44,415

Approved by the Trustees and signed on their behalf by:

23rd July 2025

The notes on pages 5 to 8 form part of these financial statements

4

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

1 Principal accounting policies

(a) Accounting convention

The financial statements are prepared under the historical cost convention and in preparing the financial statements the charity follows best practice as laid down in the Statement of Recommended Practice “Accounting and Reporting by Charities” (Charities SORP (FRS 102)) and comply with the Charities (Accounts and Reports) Regulations 2008 issued under the Charities Act 2011.

(b) Donations, legacies and similar income

Donations, legacies and similar income are shown in the accounts when receivable and the value of the incoming resources can be measured with sufficient reliability.

(c) Investment income

Investment income is accounted for in the period in which the charity is entitled to receipt.

(d) Resources expended

Liabilities are recognised as 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.

(e) Charitable activities

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 grants 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 condition attaching to the grant is outside of the control of the Trust.

(f) Governance costs

Governance costs comprise costs relating to the general running of the charity as opposed to those associated with generating funds or charitable activity.

(g)[Taxation]

The charity is exempt from tax on its charitable activities.

(h) Going concern

The trustees consider that there are no material uncertainties about the ability to continue as a going concern.

5

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

----- Start of picture text -----
2 Charitable activities Registered 2024 2023
charity no. £ £
Educational donations
Chattertots 1198362 - 5,000
Citizens Advice Wokingham 1027729 5,000 -
Dingleys Promise 1137609 25,000 25,000
Dolphin School 1095248 - 2,000
Enthuse Charitable Trust 1126965 - 250
Hawthorns Primary School Parents
Teachers Association 1044929 - 50
Rabble Theatre 1179903 5,000 -
Wokingham Paper (Traineeship) UK - 10,000
Local donations
Age Concern Twyford 1163722 20,000 10,000
Berkshire Community Foundation 1155173 14,920 -
Building For The Future Plus 1121458 300 200
First Days 1157855 5,000 -
Jessica Dunning World Challenge UK - 500
Just Around the Corner (JAC) 1127691 5,000 -
Link Visiting Scheme - Wokingham 1139248 3,500 -
Longridge Activity Centre 1121239 10,000 -
Neville Hall Charitable Trust 1092551 900 1,641
Newbury Soup Kitchen 1179298 5,000 -
No22 Windsor & Maidenhead Counselling 1177138 10,000 10,000
Parenting Special Children 1141172 10,000 5,000
Reading Repertory Theatre 1147048 - 50,000
Smart Pillars (Twyford) UK 13,835 9,000
Stepping Forwards 1177955 800 800
The Windsor Benefit Trust 1169168 - 97,565
The Windsor Festival UK 20,000 -
Twyford Comets UK 500 500
Twyford in Bloom UK - 477
Twyford Parish Council UK 501 -
Twyford Together UK 1,004 650
Waltham St Lawrence Village Show UK - 800
National donations
Breast Cancer Now 1160558 - 100
Just4Children 1164473 - 500
Macmillan Cancer Support 261017 - 100
Parents and Children Together 1095457 50,000 25,000
Carried forward 206,260 255,133
----- End of picture text -----

6

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

2
Charitable activities (continued)
Brought forward
Royal Osteoporosis Society
1102712
Thames Hospice
1108298
The Inside Out Trust
(Berkshire Care Trust)
285886
Understanding Dementia
238331
3
Support costs
Legal fees
Accountancy fees
Independent examiners fees
Bank charges
4
Donations
Donations received
- Indivudual
- Corporate
Gift aid recoverable thereon
5
Other income
Interest on cash deposits
Registered
charity no.
2024
£
206,260
25,000
50,000
5,000
275
286,535
2024
£
815
960
744
-
2,519
2024
£
260,000
359
65,000
325,359
2024
£
1,375
2023
£
255,133
25,000
-
-
-
280,133
2023
£
-
960
720
120
1,800
2023
£
250,000
-
62,500
312,500
2023
£
414

7

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

6
Cash at bank and in hand
2024
£
Current account
1,000
Reserve account
58,677
Petty cash
82
59,759
7
Debtors
2024
£
Gift aid
25,000
Represents gift aid on total of £100k received from D Browlow from 31/05/24 to 30/09/2024.
8
Creditors
2024
£
Accountancy fees
1,920
Independent examiners fees
744
2,664
2023
£
1,000
36,489
82
37,571
2023
£
10,000
2023
£
1,920
1,236
3,156

9 Trustees' remuneration and benefits

None of the Trustees have been paid any remuneration or received any other benefits from the Charity (2023 - none).

10 Trustees' expenses

Trustees' expenses of £nil were incurred in the year ended 30 September 2024 (2023 - £nil).

11 Related party transactions

There have been no transactions with persons or entities that are closely connected to the charity or its trustees (2023 - none).

8

David Brownlow Charitable Foundation

Financial Statements Year Ended 30 September 2024 Charity No.: 1144254

David Brownlow Charitable Foundation

Report and Financial Statements for the year ended 30 September 2024

Contents
Page:
1
2
3
4
5-8
Reference and administrative information
Independent Examiners Report
Statement of Financial Activities
Balance Sheet
Notes forming part of the Financial Statements
Trustees Edward Nicholas Reed
Lord David Brownlow CVO DL
Benjamin Rawson
Nicola Carroll
Principal Office Great Martins, Shurlock Row, Reading, RG10 0PN
Accountants BDO LLP, 55 Baker Street, London, W1U 7EU
Bankers Coutts, 440 Strand, London WC2R 0QS
Independent Examiner Perrys Audit Limited, Churchdown Chambers, Bordyke, Tonbridge, Kent, TN9 1NR

1

Independent Examiner’s Report to the Trustees of the

David Brownlow Charitable Foundation

We report to the trustees on my examination of the accounts of David Brownlow Charitable Foundation for the year ended 30 September 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). We report in respect of my examination of the Trust’s accounts 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 section 145(5)(b) of the Act.

Independent examiner’s statement

The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of the Institute of Chartered Accountants in England and Wales.

We have completed our examination. We confirm that no material matters have come to our attention in connection with the examination giving us cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than 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 concerns and have come across no other matters 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 Audit Limited

Churchdown Chambers Bordyke Tonbridge Kent TN9 1NR

Date: 23rd July 2025

2

David Brownlow Charitable Foundation

Statement of Financial Activities for the year ended 30 September 2024

----- Start of picture text -----
Notes 2024 2023
£ £
Income and endowments from
Donations and legacies 4 325,359 312,500
Other income 5 1,375 414
Total 326,734 312,914
Expenditure on
Charitable activities 2,3 289,054 281,933
Total 289,054 281,933
Net movement in funds 37,680 30,981
Funds brought forward 44,415 13,434
Total funds at 30 September 2024 82,095 44,415
----- End of picture text -----

All funds are unrestricted and relate to continuing activities.

The notes on pages 5 to 8 form part of these financial statements

3

David Brownlow Charitable Foundation

Balance Sheet as at 30 September 2024

Notes
Current assets
Cash at bank and in hand
6
Debtors
7
£
£
59,759
25,000
2024
£
£
37,571
10,000
2023
Liabilities
8
Creditors: amounts falling due within
one year
84,759
(2,664)
47,571
(3,156)
Net current assets 82,095 44,415
Total net assets 82,095 44,415
Funds
Unrestricted funds
82,095 44,415

Approved by the Trustees and signed on their behalf by:

23rd July 2025

The notes on pages 5 to 8 form part of these financial statements

4

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

1 Principal accounting policies

(a) Accounting convention

The financial statements are prepared under the historical cost convention and in preparing the financial statements the charity follows best practice as laid down in the Statement of Recommended Practice “Accounting and Reporting by Charities” (Charities SORP (FRS 102)) and comply with the Charities (Accounts and Reports) Regulations 2008 issued under the Charities Act 2011.

(b) Donations, legacies and similar income

Donations, legacies and similar income are shown in the accounts when receivable and the value of the incoming resources can be measured with sufficient reliability.

(c) Investment income

Investment income is accounted for in the period in which the charity is entitled to receipt.

(d) Resources expended

Liabilities are recognised as 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.

(e) Charitable activities

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 grants 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 condition attaching to the grant is outside of the control of the Trust.

(f) Governance costs

Governance costs comprise costs relating to the general running of the charity as opposed to those associated with generating funds or charitable activity.

(g)[Taxation]

The charity is exempt from tax on its charitable activities.

(h) Going concern

The trustees consider that there are no material uncertainties about the ability to continue as a going concern.

5

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

----- Start of picture text -----
2 Charitable activities Registered 2024 2023
charity no. £ £
Educational donations
Chattertots 1198362 - 5,000
Citizens Advice Wokingham 1027729 5,000 -
Dingleys Promise 1137609 25,000 25,000
Dolphin School 1095248 - 2,000
Enthuse Charitable Trust 1126965 - 250
Hawthorns Primary School Parents
Teachers Association 1044929 - 50
Rabble Theatre 1179903 5,000 -
Wokingham Paper (Traineeship) UK - 10,000
Local donations
Age Concern Twyford 1163722 20,000 10,000
Berkshire Community Foundation 1155173 14,920 -
Building For The Future Plus 1121458 300 200
First Days 1157855 5,000 -
Jessica Dunning World Challenge UK - 500
Just Around the Corner (JAC) 1127691 5,000 -
Link Visiting Scheme - Wokingham 1139248 3,500 -
Longridge Activity Centre 1121239 10,000 -
Neville Hall Charitable Trust 1092551 900 1,641
Newbury Soup Kitchen 1179298 5,000 -
No22 Windsor & Maidenhead Counselling 1177138 10,000 10,000
Parenting Special Children 1141172 10,000 5,000
Reading Repertory Theatre 1147048 - 50,000
Smart Pillars (Twyford) UK 13,835 9,000
Stepping Forwards 1177955 800 800
The Windsor Benefit Trust 1169168 - 97,565
The Windsor Festival UK 20,000 -
Twyford Comets UK 500 500
Twyford in Bloom UK - 477
Twyford Parish Council UK 501 -
Twyford Together UK 1,004 650
Waltham St Lawrence Village Show UK - 800
National donations
Breast Cancer Now 1160558 - 100
Just4Children 1164473 - 500
Macmillan Cancer Support 261017 - 100
Parents and Children Together 1095457 50,000 25,000
Carried forward 206,260 255,133
----- End of picture text -----

6

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

2
Charitable activities (continued)
Brought forward
Royal Osteoporosis Society
1102712
Thames Hospice
1108298
The Inside Out Trust
(Berkshire Care Trust)
285886
Understanding Dementia
238331
3
Support costs
Legal fees
Accountancy fees
Independent examiners fees
Bank charges
4
Donations
Donations received
- Indivudual
- Corporate
Gift aid recoverable thereon
5
Other income
Interest on cash deposits
Registered
charity no.
2024
£
206,260
25,000
50,000
5,000
275
286,535
2024
£
815
960
744
-
2,519
2024
£
260,000
359
65,000
325,359
2024
£
1,375
2023
£
255,133
25,000
-
-
-
280,133
2023
£
-
960
720
120
1,800
2023
£
250,000
-
62,500
312,500
2023
£
414

7

David Brownlow Charitable Foundation

Notes to the financial statements for the year ended 30 September 2024

6
Cash at bank and in hand
2024
£
Current account
1,000
Reserve account
58,677
Petty cash
82
59,759
7
Debtors
2024
£
Gift aid
25,000
Represents gift aid on total of £100k received from D Browlow from 31/05/24 to 30/09/2024.
8
Creditors
2024
£
Accountancy fees
1,920
Independent examiners fees
744
2,664
2023
£
1,000
36,489
82
37,571
2023
£
10,000
2023
£
1,920
1,236
3,156

9 Trustees' remuneration and benefits

None of the Trustees have been paid any remuneration or received any other benefits from the Charity (2023 - none).

10 Trustees' expenses

Trustees' expenses of £nil were incurred in the year ended 30 September 2024 (2023 - £nil).

11 Related party transactions

There have been no transactions with persons or entities that are closely connected to the charity or its trustees (2023 - none).

8