## **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.|
|---|---|---|
|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||
|---|---|---|
|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:|||
|---|---|---|
|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||
|---|---|---|
|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|
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**Names of the charity trustees who manage the charity**
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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||||
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## – 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**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
||||
|||**-**|
|||**-**|
|||**-**|
||||
|||**-**|
||||
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
||||
|||**-**|
|||**-**|
|||**-**|
||||
||**-**|**-**|
|**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**19,993**||**-**||**-**|
|---|---|---|---|---|---|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
||**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|