Finance Score: -5

Governance Score: 0

Support Score: 1

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
All male board: -3

Grant maker support: +1

Overall GiG Score: -4

DAVID FORBES-NIXON CHARITABLE FOUNDATION

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.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 10 years

www.dfnfoundation.org

info@dfnfoundation.org

02034323402

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£419	£654	£-235	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£407	£1,175	£-767	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£455	£1,539	£-1,084	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£854	£1,674	£-821	£1	£21,111	£20,317	145.6	4	1
31/12/18	£344	£881	£-536	£0	£0	£0	n/a	0	1
31/12/17	£797	£703	£94	£58	£22,501	£22,301	380.9	0	0
31/12/16	£4,755	£611	£4,144	£9	£21,448	£21,448	421	0	0
31/12/15	£8,284	£883	£7,402	£182	£16,002	£15,770	214.4	0	0
31/12/14	£8,024	£183	£7,840	£93	£8,066	£8,025	524.9	0	0

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Senior Staff Costs/Total Spending: 27%
Highest pay band: £140,000-£150,000

Listed activities

Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£250,000	18/01/2019	DFN Charitable Foundation
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£100,000	15/09/2017	MoveForward
Hazelhurst Trust - Grant
£5,000	30/01/2017	Disabled school creation

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-59

DAVID FORBES-NIXON (Chair) Appointed: 2014, Occupation: None, Other trusteeship: DFN PROJECT SEARCH,

ERIC WILLIAM LOW Appointed: 2017, Occupation: Chief Executive

HARRY FORBES-NIXON Appointed: 2023, Occupation: Trustee

JAMES DICKSON Appointed: 2014, Occupation: Investment Manager

SIMON NICHOLAS KONSTA Appointed: 2016, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 24/02/2014, number: 1155919
Registered at Companies House on 21/02/2014, number: 08906571

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

9 returns made; all on time

Main office

8-10 GROSVENOR GARDENS
LONDON
SW1W 0DH

Objectives

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

Data Sources