Trustees’ Annual Report for the period
From 01/07/24 To 30/06/25
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 |
This year The Foundation’s main activities included the following: Fundraising and Grant giving. 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 the Great North Run (£3,837) and an Chairty Lunch (£8,100) Grant giving The Foundation continues to work with trusted partners to deliver services that are in accordance with its purpose, mission, and vision and for the public's benefit. We continued our work with Chefs In Schools and Leeds Children’s Charity. We identified these organisations with great potential to support children through education in Yorkshire. We aim to create multi-year relationships with these organisations after a successful year and incredible impact made. This year our donations have repeated year two for £3,000 and £2,000 respectively. With this range of services, DBF is creating trusted partners to provide children with better nutrition, mental health support, and time in nature. At the Foundation we believe these are key elements to supporting a |
| child’s education and will provide new experiences and opportunities that will serve children well into later life. |
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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. 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 made 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 |
| Contribution made by volunteers |
Para 1.38 | N/A |
| Other | N/A |
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 | In our third year we have made great strides towards delivering our strategy. We have created great partnerships which we are excited to continue and support into the future. This year we consolidated our partnerships, and have been looking at how to expand our donations to further partners next year. LCC worked with us to provide unique educational experiences in nature, providing families new experiences to support children through education. |
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| Additional information (optional) You may choose to include further statements where relevant about: |
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| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | This year we raised just over £11,937 and made donations of £5,000. We set out to raise and grant c.£10,000 each year. This year we have made fewer donations, our cost basis has increased slightly, however, this is due to uneven cash flows, we expect this to be reflected in the 2026 accounts with lower costs and increased donations. As such we consider this good progress towards our target, and the Trustees consider this to be a good performance that provides us with a strong base to grow our impact. Over the coming years we will look to expand our fundraising work to scale the donations accordingly. We believe forming long-term multi-year relationships with trusted partners will both strengthen our fundraising story and increase our impact. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
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, 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 | £23,957 |
| 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. We have made a small amount of interest income from saved funds. |
| A description of the principal risks facing the charity |
Para 1.46 | We do not see significant risks for the charity, below we have summarised the key risks and mitigations Financial We consider the financial risk of the foundation to be low, with an extremely low- cost base (due to all trustees volunteering time) and a prudent grant giving process (meaning we never commit to granting more than we have in reverse) we consider all financial risk to be well mitigated. Governance and Legal |
All decisions are made at Trustee meetings and signed-off by the Trustees. We ensure we have good internal controls and separation of duties to mitigate risks of any trustees acting without consent of the Board. We consider these risks to be well mitigated. Reputational Working with Trusted partners, and with volunteer fundraisers we are aware of potential reputational risks as they act on behalf of the Foundation. For all grants and fundraising events, the Trustees perform due diligence holding meetings with partners, as well as making inperson visits to fund raising events. All grants are then made in accordance with our grant-making policy and we therefore consider these risks to be mitigated. 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 06.05.26
The David Brown Foundation
Recei ts and a ments acco p p y For the period 1/7/2024 from To
Section A Receipts and payments
| Section A Receipts and payments | ||
|---|---|---|
| A1 Receipts Fund raisingevents 11,937 Interest 86 - - - - - 12,023 - - Sub total - Total receipts 12,023 A3 Payments Donationspaid 5,000 Website and Email Hosting 763 Fundrasingcosts 4,141 - - - - - - Sub total 9,904 - - Sub total - Total payments 9,904 Net of receipts/(payments) 2,120 Unrestricted 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 £ - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
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A5 Transfers between funds - - - A6 Cash funds last year end 21,837 - - Cash funds this year end 23,957 - -
Section B Statement of assets and liabilities at the end of the
Unrestricted funds Categories Details to nearest £ B1 Cash funds 23,957 - - (agree balances with receipts and payments Total cash fund s 23,957 account(s)) OK Signed by one or two trustees on behalf of all the trustees Signature Print Na GB G BROWN JJHR JOSEPH RODGERS
Notes to accounts
Trustee Expenses and Remuneration
No trustee received any remuneration during the year (2025: £nil).
1199093
CC16a
ounts
30/6/2025
Total funds
Last year
to the nearest £
to the nearest £
| 11,937 | - | |
|---|---|---|
| 86 | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| 12,023 | - |
12,023
-
| 5,000 | - | |
|---|---|---|
| 763 | - | |
| 4,141 | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| 9,904 | - |
- - 9,904 - 2,120 -
21,837 - 23,957 -
period
Restricted Endowment funds funds to nearest £ to nearest £ - - - - - - - - OK OK Date of ame approval 29.04.26 S 29.04.26