Trustees’ Annual Report for the period
From 26/05/22 To 30/06/23
Charity name: The David Brown Foundation
Charity registration number: 1199093
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance education for the public benefit, particularly but not exclusively in Yorkshire, by providing grants, resources and materials to children and young people in need of educational support. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
In the first year, The Foundation’s main activities included the following: Fundraising, strategic review and alignment, donations, and foundation-led events. Seed funding The charity was funded with £6658 from an initial appeal on Just Giving (undertaken before the formation of the charity). These funds were donated to the charity and used as a float for initial expenses and costs of further fundraising events. Fundraising The Foundation has undergone significant fundraising activities to ensure that The Foundation will have a strong financial basis to operate in the future. These have included the following: Sports Challenges Doit4 James & Dave - raising £7750. Fundraising events Black Tie Evening at Sun Pavilion- £7995 Strategic Review and Alignment In the first year, the foundation and its trustees underwent a careful strategic review to ensure that they were able to carry out the charity's purpose for the public benefit. This has included creating a well-understood mission and vision and adding the appropriate trustees to the Board to ensure sufficient knowledge and skills are represented on the board to carry out Charity’s purpose. |
| Donations The Foundation intends to work with trusted partners to deliver services that are in accordance with its purpose, mission, and vision and for the public's benefit. This year, we worked with Sporting Influence, donating £1,000 to provide support for 20 places for children to attend a Sporting Influence Camp, which goes beyond just sports; they're about creating a safe and fun environment where kids can develop their confidence, learn new skills, and form lasting friendships. It's a holistic approach to youth development, focusing on the participant's physical, social, and emotional growth. Foundation-led events This year, the foundation held the David Brown Foundation Mental Health Conference. We invited over 40 teachers from schools in North Yorkshire to raise awareness of mental health and give practical advice on Mental Health First Aid. We worked with Damaged Good Co’s Founder, Danny Wilsher, and Live Well Consultancy’s Founder, Sarah Wray to provide informative and practical information to teachers and staff at schools, ensuring children in education can thrive. |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have carefully considered the public benefit of The Foundation’s activities throughout the year and have met monthly to ensure the prudent running of The Foundation in its first year. We consider the Board to have had full and proper regard for this throughout the year and have committed to continue to do so going forward. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
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|---|---|---|
| Policy on grant-making | Para 1.38 | The Foundation has not made any payments to support the charitable objectives to organisations to deliver services in line with these; this is detailed above. The Trustees consider these payments to have been made in line with the grant-making policy. The Trustees have reviewed the policy and consider it a robust and complete document. |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| N/A |
Contribution made by Para 1.38 volunteers N/A Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
In our first year, we aimed to build our mission, vision, knowledge and skills by appointing the right trustees to the board, growing our fundraising base, and identifying partners to work with to deliver on our purpose. We have met all these objectives, which will provide us with a strong base going forward. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | In our first year, we aimed to raise £25,000. This will enable us to make £15,000 worth of donations in the following year and provide a solid float to enable us to raise further funds. We were just under this target, raising £22,403. The Trustees consider this to be a solid performance in our first year and provide us with a strong base to grow our impact. |
| Investment performance against objectives |
Para 1.41 | N/A |
NIA Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity remains in a strong financial position in its first year, with ample reserves to cover further fundraising activities costs and a good donation reserve to continue its charitable objectives. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to ensure the charity is able to meet the costs of fundraising events. With no reserves, the charity's ability to generate revenue would be severely hampered. As such, the trustees consider a healthy reserve to be necessary to ensure the charity can continue as a going concern. This should be at a minimum of £10,000 at the year end. |
| Amount of reserves held | Para 1.22 | £19,993 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The Trustees consider The Foundation to be in a strong financial position and able to meet all upcoming liabilities. Therefore, the trustees have a strong basis of evidence that it will continue as a going concern and be able to meet its charitable objectives. |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
As detailed above, the charity's only source of funding was donations from the public through fund-raising events. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We do not make any investments with the donations due to insufficient capacity and expertise. The trustees will periodically review this position. |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Governing Document: Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Any Trustee may propose trustees at any time. They will be approved by a super majority (75%) vote of the Board. There shall be a minimum of 3 and a maximum of 12 Trustees at all times per the Charity’s Constitution. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
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|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The David Brown Foundation |
|---|---|
| Other name the charity uses | DBF, The Foundation |
| Registered charitynumber | 1199093 |
| Charity’s principal address | 113 Railton Road London SE24 0LR |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Gill Brown | Chair | |||
| Alicia Brown | ||||
| Joseph Rodgers | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) JJHR Full name(s) Joseph Rodgers
Position (eg Secretary, Trustee Chair, etc)
Date 21.03.24
The David Brown Foundation
~~Receipts and payments acco~~ 30/6/2022 For the period from To
| Section A Receipts and payments Unrestricted |
Restricted | Endowment |
|---|---|---|
| A1 Receipts Seed fundingdonation 6,658 Fund raisingevents 15,746 - - - - - - 22,403 - - Sub total - Total receipts 22,403 A3 Payments Donationspaid 2,100 Website and Email Hosting 310 - - - - - - Sub total 2,410 - - Sub total - Total payments 2,410 funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - funds |
to the nearest £ funds |
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| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
19,993 | - | - | ||
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| - | - | - | |||
| - | - | - | |||
| 19,993 | - | - |
Section B Statement of assets and liabilities at the end of the Categories Details Unrestricted
Details Unrestricted to nearest £funds 19,993 - - (agree balances with receipts and payments Total cash fund s 19,993 account(s)) OK Signature Print Na GB G BROWN JJHR JOSEPH RODGER
B1 Cash funds
Signed by one or two trustees on behalf of all the trustees
CC16a
1199093
~~ounts~~ 30/6/2023
Total funds
to the nearest £
Last year
to the nearest £
| 6,658 | - | |
|---|---|---|
| 15,746 | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| 22,403 | - |
| - | |||||
|---|---|---|---|---|---|
| - | - | ||||
| - | - | ||||
| 22,403 | - |
| 2,100 | - | |
|---|---|---|
| 310 | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| 2,410 | - |
- - 2,410 -
19,993 - - - - - 19,993 -
| period | |
|---|---|
| to nearest £ - - - - OK ame RS Restricted funds |
to nearest £ Endowment funds |
| - | |
| - | |
| - | |
| - | |
| OK Date of |
|
| approval | |
| 21.03,24 | |
| RS | 21.03,24 |