Finance Score: 3

Governance Score: -3

Support Score: 11

Deficit latest year: -2
Future income +5
No PartB

No volunteer policy: -2
Mainly male board: -1

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 11

THE SMITH BROTHERS FOUNDATION

Working with young disadvantaged people to reengage them back in education, give opportunities and promote social equality within communities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently and there are significant future grants due to be received

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly 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 was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
06/01/23		£49,620	£55,948	£-6,328	30
06/01/22		£40,444	£28,367	£12,077	9

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Highest pay bracket: less than £60,000

Established: 3 years

www.royevansfoundation.co.uk

admin@royevansfoundation.co.uk

07956282653

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
30 volunteers

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.

Major supporters in last 5 years

Department for Work and Pensions	£44,030
National Lottery Community Fund	£15,700
National Lottery Heritage Fund	£10,000
John Moores Foundation	£6,000
Co-Operative Group	£2,478
Community Foundations for Lancashire & Merseyside	£1,562

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Smith Brothers Foundation
£1,037	21/10/2023	We would like to work with all members of the community, young or old, and bring them together through support and belief. We want to give people the tools they need to better themselves.
National Lottery Heritage Fund - Grant to The Smith Brothers Foundation
£10,000	04/10/2023	SHARING MEMORIES THROUGH THE GENERATIONS
National Lottery Community Fund - Memories With A Cuppa
£10,000	18/08/2023	The funding will be used to deliver a monthly Memory Café for people living with dementia and their carers. It’s a chance to bring people together who are experiencing similar issues and share ....more The funding will be used to deliver a monthly Memory Café for people living with dementia and their carers. It’s a chance to bring people together who are experiencing similar issues and share thoughts and feelings over a cuppa. Carers also get a chance to sit down and chat to one of the volunteers and receive advice and support. Additional activities include classes on flower arranging bringing in a chiropodist and local schools come along and the two groups share stories. The project aims to bring people together reduce isolation and promote wellbeing.
Co-Operative Group - Grant to Roy Evans Foundation
£1,441	22/10/2022	We will work with groups of young people aged 5–16, delivering a nutrition course that includes learning about what creates healthy bodies, both physically and mentally.
Community Foundations for Lancashire & Merseyside - Grant to Roy Evans Foundation
£1,562	20/09/2022	To run weekly workshops to teach people about a healthy diet and cooking a meal on a budget.
John Moores Foundation - Grant to Roy Evans Foundation
£6,000	07/07/2022	Towards rent
Department for Work and Pensions - LADANA LOUNGE LIMMITED
£44,030	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
National Lottery Community Fund - From Me to You from You to Me
£5,700	05/11/2021	The funding will be used to run a social inclusion and intergenerational project for older people and families. The project aims to build strong relationships amongst people to reduce feelings of ....more The funding will be used to run a social inclusion and intergenerational project for older people and families. The project aims to build strong relationships amongst people to reduce feelings of isolation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

CHRISTOPHER JOHN HUNTER MR Appointed: 2021

DAVID USHER Appointed: 2021

JOHN HUGHES Appointed: 2021

PAUL SMITH Appointed: 2022

PETER DOOLEY Appointed: 2020

STEPHEN LEE EVANS Appointed: 2020

STEVEN EGAN Appointed: 2021

STEVEN HEYES MR Appointed: 2021

MARGARET SMITH Appointed: 2022, Other trusteeship: SWIFTYSMITH SPORTS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 05/01/2021, number: 1192985

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

2 returns made; all on time

Main office

C/O DBS Corporate Ltd
Charlotte House
Queens Dock Commercial Centre
Norfolk Street
LIVERPOOL
L1 0BG

Objectives

TO ACT AS A RESOURCE FOR YOUNG/ DISADVANTAGED PEOPLE UP TO THE AGE OF 25 LIVING IN MERSEYSIDE BY PROVIDING ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL AND OTHER ACTIVITIES AS A MEANS OF: (A) ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS; (B) ADVANCING EDUCATION; (C) RELIEVING UNEMPLOYMENT; (D) PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIAL WELFARE FOR PEOPLE LIVING IN THE AREA OF BENEFIT WHO HAVE NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS.

Data Sources