## **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.|
|---|---|---|
|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||
|---|---|---|
|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.|
|---|---|---|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|||
|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:|||
|---|---|---|
|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** 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