DAVID FORBES-NIXON FAMILY CHARITABLE FOUNDATION

Charity Number: 1155919
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

1. To create an employability skills project which will significantly improve the employment prospects of young people with special education needs; 2. To create a world class special needs school at Undershaw / Stepping Stones; and. 3. To fund research to find a cure for myeloma.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £320,068
Total expenditure: £566,940

People

7 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£110k to £120k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
  • Other Charitable Activities
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 24 February 2014: Standard registration
Organisation type:
Charitable company
Other names:
  • DAVID FORBES-NIXON CHARITABLE FOUNDATION (Previous name)
  • DFN CHARITABLE FOUNDATION (Previous name)
Company number:
08906571 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAVID FORBES-NIXON Chair 28 January 2014
None on record
Nicola Brentnall Trustee 20 June 2024
Cancer Awareness Trust
Charity reporting is overdue by 267 days
Tom O'Beirne Trustee 20 December 2023
None on record
Harry Forbes-Nixon Trustee 01 September 2023
None on record
Eric William Low Trustee 20 February 2017
None on record
SIMON NICHOLAS KONSTA Trustee 06 June 2016
None on record
James Dickson Trustee 28 January 2014
DFN PROJECT SEARCH
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £853.52k £454.91k £407.19k £419.16k £320.07k
Total expenditure £1.67m £1.54m £1.17m £653.75k £566.94k
Income from government contracts £92.54k N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £250.72k N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £142.93k N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £444.42k N/A N/A N/A N/A
Income - Other £15.46k N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £1.63m N/A N/A N/A N/A
Expenditure - Raising funds £46.75k N/A N/A N/A N/A
Expenditure - Governance £96.42k N/A N/A N/A N/A
Expenditure - Grants institution £470.35k N/A N/A N/A N/A
Expenditure - Investment management £46.23k N/A N/A N/A N/A
Expenditure - Other £0 N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 30 October 2024 On Time
Accounts and TAR 31 December 2023 30 October 2024 On Time Download Open in new window
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 27 October 2023 On Time Download Open in new window
Annual return 31 December 2021 27 September 2022 On Time
Accounts and TAR 31 December 2021 27 September 2022 On Time Download Open in new window
Annual return 31 December 2020 22 October 2021 On Time
Accounts and TAR 31 December 2020 22 October 2021 On Time Download Open in new window
Annual return 31 December 2019 09 October 2020 On Time
Accounts and TAR 31 December 2019 09 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 21/02/2014 as amended on 18 Feb 2022 as amended on 20 Dec 2023 as amended on 29 Apr 2025

Charitable objects

THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICTED TO ALL PURPOSES THAT ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.

Contact information

Address:
8-10 GROSVENOR GARDENS
LONDON
SW1W 0DH
Phone:
02034323402
Email:
info@dfnfoundation.org
Website:

www.dfnfoundation.org Open in new window