Company ReglstRtlon No. 116TI892 {England •nd Wal¢s}
Charlty Reg5stration No. 1188092
SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
TRUSTEES. REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
•AD71B8UJ*
10107r2024
COMPANIES HOUSE
#242

SHEILA COATES FOUNDATION
ILIMITED BY GUARANTEE)
LEGAL AND ADMINISTRATIVE INFORMATION
Mr D J Coates
Mr8PDek)
M$SLHarris
M$AKDufy
Mr J M Ericson
Judge V Mayer
Company number
116T7892
Charfty numb•r
1186092
Prineip#l Addrnsg and Règlst•r•d Office
The Courtyard
Shoreham Road
UpFei Beeding
STEYNING
BN44 3TN
Independent Examiner
TC Group
Thè Couttyard
Shoreham Road
Upper B￿lir￿J
STEYNING
BN44 3TN

SHEILA COATES FOUNDATION
ILIMITED BY GUARANTEE)
cO￿rENTs
Pag¢
Tnjstees. report
IndeperKJenl examin*s repmyt
St*¢ment offinawal adivilies
10
B8]ance $he¢t
Cash flow statement
12
Notes to the accounts
13

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
TRUSTEES, REPORT
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
The Trustees who are also directOTS of the chanty for the purposes ofthe Companies Ad 2TrA, present their ieport ￿th
the finan￿al statements of the charity for the year ended 29 February 2024.
The finanoal statements compty with the Chariiies Act 2011. the Companies Act 2c￿, the Memorandum and Artide5 of
A$so¢iation, and Accounting and Raporting by Chariti"es". Statemenl of Recommended Practice applicable to charttie$
preparing Iheiraecounts in accordancevthh the Finanoal Rep)rtry Star#Jwd ap￿ica￿e in the UK aThJ Republicof Ireland
IFRS 1021 (effective 1 Janu¥y 2015).
OBJECTIVES AND ACTIVITIES
The ¢hariiabte obse¢ts of Sheila Co*es Foundatton ISCF) a￿ for the publi¢ benefft to advance the education linduding
social and physical Irairningl and mental heallh ol persons. esFrfKI1ty persons under the age of 30 who have autism and
related c￿d￿l￿5 Ibenefi¢iarie5). by making granls arKI in 5uth otherw¥ys as the ¢mstees see fit.
SCF was registered 8$ 8 ¢h8rity in 2020 and established li the memory of Ihe18t¢ Sheila Coates.
Sheila was an inspirational cwtor of a seThice in Oxtord5hire lor Chfld￿n with ¥utism and ￿lated conditions. She led a
team of more than staff working with 2rx) thildfen in many hosl schools. The philosophy whith Shela engendefed by
her example lives on.. respect and caring for each child and each family cortjinèd wrth a realism about their difficulties."
willngness to eX￿ore new idea5.' develowng the to address the dwly realty of Ihe thi1(I￿n'S prot4ems.'
giving staff freedom to develop their own inilptive5.
Through SCF. our benefactor W￿15 to hew young people tmth oub.sm to bè given every opportunity to achieve their
FOtenti81 and Ihrive in souety.
The primary method of aGhieving the tharilabte obieds is to fvrbj walfyt-ng inrtiatives in Engtand through promting and
operats'n9 grant-mO￿Tr9 pfogramrnes.
SCF does not want lo ￿plicate SUKWI or interventions that are. or should be. statutorily provided. Instead, SCF grants
help those workin9 Wrth autistic young people to Set up fun In￿"3￿e$ that ￿11 make a significant dIffe￿nCe over and
above what 1$ alrtsdy M offer.
SCF grants provide opporlunrfi"e$ for ytyJn9 people with autism to impfove their skills. It does this by allocating grants to
Iheir s¢hools or cdleges. Grant ap￿icants are required to identify measurable outcomes which musl ultsmately impad on
improved leaming andlor mèntal heatth for young peO￿e auiism.
SCF will onty fund inilNalives where Ihere is a dear ratiwle, vthich shcffAT they a￿ innovatNe and creative, whith fulfil
need. and whefe impact Can bg dearty mgasured.
SCF'S grant-making Is reswisbV• to chan9ès wthin the education and wider context. Ithere there is a specrfic or urgent
need, the trustees may alter the focAs or approach to grant-makin9.
Applicants must be from a mainstream Sch￿1, college. or olher Mainstream4￿ educational provision in England, and
woth with young peoplè wtm aukn.sm who attend these establishmnts.
SCF funds initiatNes Ihat:
help autistic youn9 people to tak8 part fully in mainslream ac11￿ti&S where statLrtority fLmded support is not
enough
help a(rtislic young people to particapate in after-school or oulside-Cf)Ilege actNlties or S￿dY support
help auli$li¢ young people to attend sthwl through attemats.ve eduob.on prw$i¢)n
work with families to support sch￿1 or colle9è attenda￿8 and leaming
improve autislic Y￿ng peopk's mental heth a￿1 well.b&ng.

SHEILA COATES FOUNDATION
ILIMITED BY GUARANTEE)
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUARY2024
Pth14e benefit
The trustees confinn that they ha¥e taken into account the ChaTity Cormlissh￿'S public benefft guidance when makin9
decisions to whith the g￿dan￿ is relevant. Thi5 inc*Jd
reviewing SCF'S airns and ¢bie¢tives
planning the direction ol SCF
planning future aL*vii*s
identifying and managin9 risk
setting the granl-makin9 [￿IcY.
Our main activities and who we lry lo help are described above. All our tharitable activib.es focus on funding initiative$ in
England that enhance the e(lucaty"on and menlal heatth of JrJurvJ peOe with autism and are undtrtak8n to fvrth*r our
chantsble purposes for Ihe public benerrt.
Our grants policy sets out hcmf the trustees de(ide upon SCF'S grart-making aCti¥￿e$. hw these ar¢ undertaken. and
twstees, roles n wocesses and manage1Tr￿rt.
The Board of Twustee5 determines the foujs. srle. timing. kngevrty and relevant applrcations for each grant-making
pro9ramme in accordance with SCPS charitable obiectives. In &J"ng $0 it takes into a¢¢ount its financial re$¢)ur¢e$.
U￿ent need and the need to opb.mise the irnpact of the granL
Ra
fund
The main route for SCF 9rant-making is Ihrou9h re9Llar'ra￿"tI iiiwact funds.. where small awards are given direcuy to
mainstr¥am s¢condary schools and cdleges. Previously known as rapid rEsponse rouThJs and developed originally to
allow schod$ arKI colleges to ￿sPond quickty to the impact of the COVID.19 pandemic, small scale rapid impact funding
rounds hav8 proved to be hugety benef￿la1. For schools and colleges they are a practical and manageable way of
resouran9 much-needed activities which delNer impad for auiistic sludents afterjust six month5.
The focus of each rapid irnpacl round 15 based on desktop research. on di￿U$S1on with schcols and $peciali5t Ser￿￿$,
and with autistic young peopk themselves. Through this approach. SCF has been able lo hKJhlight the areas wh•r•
8ddrtional funding can help and makethe most imp•X. This ha3 devdored sincethe rep￿# Imp￿ round$ were intrtsauced
in 2021.
A key priorty throughwl
Mental health and well-being. 71Yh of autistic young réop￿ experience mental health Pr￿eMS such as anxiety,
around four tsmes more likety than theif peels. One in every len children who acrkss Child and Adolescent
Mental Health Seryices ICAMHSI has autism. Young peo￿e'S mental heahh suffered particylarfy a5 8 result of
the COVID-19 pandemTr¢ asthèy sliuggle(I lo managethe anxth assoryated with th￿98 and disnjpled l•aming.
This anxiely remains foi a nurn￿r of st4bJants even though the Pandern￿ has ended.
Con5i5tentty important since the pandemic. and to address its long-term impacts
W+Jking with famil￿$
Access lo rernoie leaming
Transrtion befv￿en home and schty)l or ¢olle9¢
Awareness ol autism
Rèlèvant in the contexi of econofflK 8nd challeryes facing xthools and colleges
Access to specialist inlerventions
Do￿10p1ft9 autism expe￿.$•

SHEILA COATES FOUNDATION
ILIMITED BY GUARANTEE)
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
To ensure SCF ful￿5 targeted areas of most need. sthools aThJ cole9es were aL*vely en￿uraged lo ¢on$ull 7*rilh
work with autisti¢ young people. This also rellects SCF values.
Since starting in 2021 trustees havedesignaled £1.363,WO fw rapid res￿nse or impacllunding. This amount has fvnded
seven grant-making rounds offering onerf awards of £l.C(K) or £5,(K)O to ma￿streaM secondary sthools, ¢ollege$ or
other mainstream-based prows1￿. SCF rapid impact funds are for short-term solutions which can be put in pla¢e
immediately.
Awards lotalling £411,￿0 were pad during the year to 29 Febwary 2024 and this covered hyo such rounds: the end of
the sixth round and the launch of the seventh. These funding opportunities were prorrKJted thfough a natN)nal fowm for
those working with young peO￿e with speoal educalronal needs and disabl1￿e$. Local adwsory services and nelworks
were ￿s0 cnjual in ensurin9 knowledge of SCF lundin9 was shared direclly with sCh￿IS and colleges.
In March 2023 we completed the sixth SCF rapid impact fund. 49 schools and cd*es in the East of England receTved
£201,(MJJ so that they could add￿$S pressing issues facing atsts'stic students. We Jso cdlected irnpad information,
induding impact statements from all sckds and detailed data from a representative sample {see'lmpact reportiTrJ'
below).
The range of acamties and reSoU￿eS ftjnded is ilm￿nse. with schools and col*es proposing creative inibatives many
ol which actNely invdve autish'c young people. Around a half of awards have funded safe or sensory spaces. helping
autistic young people manage the busy secondary environment to engage with leaming. FurHling additional staff lime
has proved impactful,. our fvnding often en3￿e$ sthools to run (4Jt of school activities wjch as lunch dubs. We hear how
attendance at dubs increases giwng autistr students the cOnfvjen￿ to i￿n ￿. Whole-school activity whith involve5
mulliple departrnents is encouraged and it has been encouraging to see how far a £5.(Y30 award can stretch.
Where we can fund gjpport in every classroom. autistic students ian more easily w￿ale and so leaming 1$ maximised.
This also helps non-auiistic peers become MO￿ aware and xcepling. This year we have funded [￿re training and
developmenl. Where this has invd¥ed autistscsludents, for example in making 8 filrn sharing theirexperien¢e$, the impad
has been broad- influencing teathing and leaming as well as raising awareness of aubsm.
Our seventh rapid irnpact fund was launthed in September 2023 in the 19 I(￿1 authgrity"e$ of t￿ Soulh East region of
England. As previously. Ihis fund aims lo address aulistic young peoples, rrentsl health and well-being, and to fund
training and devdopment initiabves. As well as this, for the firsl lime. we have asked 5ehools and eollÈge$ to identify
speafic groups of aulistic young peop￿ need additional support. This may be autistic girls, tho$& making the
transition into secondary education or orwards. or those lakir*J exams_ The positive response. and wide range ol
proposals refleGls a continuing need. Thi5 yearwe have given £210,¢M) 19 54 schools and colle98s which aims to support
2.512 8{Jlist￿ young peoplÈ_
The launch of Ihis seventh rapid impa¢1 fund means wè have lunded all seven geographic regions in England. We plan
for our eigh¢h rapid impad round lo bE nab"(¥wl. To support thi$, we iecognise the need to Iransfom SCF communications
by developing our tsutsyard-fating preser￿ and in¢reased ￿&bilIty {seè'Communutions' below). We also identified the
nèÈd to automate kèy aSFeds of our grants management systems whth are ojfrently very manualised. This will enable
the SCF team lo mana9e the potential intxease in applications 7*thith a nab"LN)al fuThJin9 rO￿d COLbld generate.
We researthed afid wnsulted on a 9ranl$ mana9emenl package v*thKh would surt SCF'S growing ne8ds. We also drew
on our pr￿louS ex￿rienCe of working wilh an intematbon81 tsrganisat￿n that pr￿ded a suitable seNice at thelime. After
meeting with represenlath.ves and trialling a number of approathe5. we made the dery5ion lo ¢omffu$sion a spe¢ialist
sollware devèloper used to working in thè non-profit $edor. Thèy have started to work wrth us to construct a bespoke
system, tailoring this for managing SCF grant-mthn9. Thi$ system will be buitt in b"rn¢ forth• launth of rapid iff¥Jact fund
•igM in April 2024.

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
AII SCF grantees a￿ requiied lo repyt M Ihe Mnpa¢t of SCF fundirwj. whi¢h enabfes trustees ¢0 understand how
in1tial￿¢S ￿ progressing arKI SCF'$ tharilable lunts ¥re beirb3 spent TW a￿ asked to report Mi two way$.'
All granlees submit an impact statement aftersix rTr)nths indirating many auts"sticyoung peopFe have been
supported. and mu¢h differenrx the fvnding has made. This provides a genèral mèasure ofthe impact of
SCF funded actiwty.
In rapid impact fund six and seven. a representative selection of grantees (around 20 succes5fLJI applic*ions
in eath roundl COMp￿ted SCF impad measures. SCF inycl measures are siryle-lfyu$* rating s¢ales
which measure student engagen￿nt and well-being to ￿ect SCF aims. Schools and colleges submitted dats
befo￿ funded aclivity started. This was anafysed and fed bac* to schcds and colleges in the fom of charts
and tables. The measures are repeated after 6 months and anatysed for compari50n to show a more Iocu$8d
impa¢t of SCF funded ￿ts￿ty.
This year. analysis ofdata from IMp￿t staterrtents relating to rawd response fvnds five and six shows that SCF funding
makes a significant impact to schools. studènts and to staff. In these funding rounds 100% of schools and colleges
reported an impaci afterjust 6 months. Analysis of SCF measure data from these funding rounds also showed thal over
hawofstudents {57%1 taking part in SCF funded activitylett more engaged wrth learnirvJ, and studentswere less anxiou$
around school. Over haff156%} of ratings a(x>ss a rarvJe of situations showed reduced anxiety after SCF-fvnded
activity.
A summary of the impacts and illustralive Ca￿ studi•s can be found on the'lmpact. page of the SCF websile.
A second impact report. refiecting the inyjact of raFid impad rounds betr￿en 2021-2023 and induding data Irorn the
newly developed SCF wnpact Measu￿$. gves nMYe detaibed impact infomiation aThJ can be found on the SCF website.
Communications
To deliver a national funding round, a communications strategy has been ￿￿eloped signalling 8 shrft in the way we
inlend engaging wilh our stakeholders. We have ￿nSidered ow targel audiences rnessa9es. and have boked at
ways lo rnaximise the impad of our comrnvnicat1￿s.
SCF w¢b$ito
SCF'5 websrte pro¥ide5 inforrnalion for any inlere5ted reader as well as polential grnrbl applirants. Thi$ has béen the
main vehide for communicating information about SCF induding the types of grantwe ￿11 ctsnsider, howthè applubon
process woths. Ihe rJiteiia used to assess applirations and what successftjl aOicants can expect.
This year w¢ have carried out a complete re¥i•¥ and wfresh of the SCF websrt•. InlomatKJn about thè SCF pilot
programmè has been rèmovèd. and othèr pages havè bèen Updat￿ to reflect the scope and impact of SCF'S work. as
well as the most wrrent funding rounds. In the period rA)vered by thi$ ￿port, we developed a design and specffjication
fof a new web page for a monthly SCF blc¥J. This was implemènted in March 2024, rèady forthe build up to the taunch
of rapsd impad fvnd eight.
Soclal medla
Our web*te-based approach has wrmked for smaller. foujsed wion81 fundin9 rounds bui offws challenges with o
nab.onal round. In the Feriod covered by this report. we developed plan5 to sel up SCF Social media accounts on tho
¢hannels most frequenlty used by schcd and Col￿ge staff. We C￿ated a Schedu￿ of p05ts and focus reflecliny thè
phases of rapid imp8¢t fund eNht. aThJ started social media activity in Marth 2024.

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
Achievements and perforn?•nce
In the period covered by this report SCF has continued management of short. rapid-respty)se round$. which have been
well received by the reopients. Wrth the exceplion of one donation of £250 the sowce of our funding has remained
pred0m1nan￿Y the same. How8ver, our marn benefactor now delNers philanthropy via the Charities Aid Foundation
ICAFI and we have developed a prc¢ess for secunng furxls through this means.
Having previously made an agreed atterakn.on to Arb"de 41 of the Artides of AssocIali￿. trustees have Continued lo
¢ondud Th￿tIng$ in petson. (x)line ty as a hybrid of the two.
SCF has responded proaciively to support your¥J people, their schcds and colleges. 8Slhey settled back intoeducalion
after hxkdown. At the end of the reFth"n9 year we achieved tyjr aim of c4)vering all regions of England.
Proied$ that SCF has funded in the 2023r24 grant-making rounds have hdped estsblishmenls lo rnake provi$ron that
goes ab)ve and beyond that which is statutory and to ¢rEet needs that have speriftally idenb.fied by mainstream
edueation pmwders. We have conts.nued to recei￿ positive impact reports and are particularfy pleased to have
Comments from ytsJn9 people who express their appreuatKJn ofthe work that SCF has funded. In tum we ackn¢)wled9e
thè time and dedicats.on given by seltings, staff in identifying and worknry with to meet the need5 of their stLKlent
group$.
Having used a simplified app￿tatI1)n sxoeess forsmalkr-scale regional funding rounds. the intenbon to offera naliDnally-
focused grant round has led u$ to move towards a nx)re automated system of application and funding. Trustees hav&
agreed an expansion of our communications approach in order to extend our reach even further.
Financial review
Income
During the reporting period we rec81￿d a donation from SCF'S main benefactor Of£250,c￿ and a £250 donation from
the charty's bank. From these, £210.OC(J was designated for the sevÈnlh ra￿d in4>ad fund.
Rese
The trustees are working toward5 budding reserves though good Ltsè of aceessible funds and 4nvestrnents.
The Iruslee$ inieThJ the ¢harrty to maintsin fw unr8stridèd resep4es'.
to provide a lev&1 of working cay.tal Ihat protects the continuity of our work
to provide a level of funding for unexpected opportunitses
to pfovide cover for risks such as unforeseen expendituo or un#ntTrupated loss of inumne.
Th¢ trusttes will r￿1￿￿ the above uiteria wilh relereKe to the d￿n￿$ strategy and Annu81 Plan and deiermine the
18¥get level of free reserves to meet Ihese.
Al the end of Ihe reporting p¢riod. th¢ charity$ resw¥es were £128.073. The free reseNes were £128.073.
The trustees will at times desrgnate funds from free reserves for s1gnffi￿nt propd costs, agreed grants or replacement
of major a$sel$. Thb$ rtas been the case wth fvNJs fcy all of Ihe chan￿S 9rant-making programrnes.

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
nv
Cuffrently, thè charity hclds M inv•slmÈnts. H¢)w￿*1, in preparaknfor invesb"n9. the trustees have setan investment
icy to SUPPOrt the grant-maknng acl"viti"es of the tharity.
This provides for any ￿corre frixn any investments lo be rwnvesled lo a55isI with meeting the grant-making
programmes. Trustees expect any inveslments lo generate 8 reasonat4e level of in¢4)mè. as income foms an
nportant ts)mpMent of the oveTall totsl ￿tUrn.
The charity hohjs in cash suffJc¢ent furKls to meet immediate ca5h-firy4f requirements.
Led by the govemance uJmrThttee. trustees have considered the map)r risks to which the charity has been exposed.
have reviewed Ihose risks and where necessary taken the appropriate ￿tiOn lo address them. We hold a risk re9i$tèr
Ihat is updated at leasl annualty. Our prttedures for risk rnanagement are periodically reviewèd tts ènsurè that they
eontinue to meet the l￿dS of the d￿rity.
Intemal control Tisks we minimised by the implementation of procedures for authorisalion of all Iwsactions and
projects.
The risk identified last year offunds originabng from abroad. has been reduced as funding is r￿ received frorn CAF.
However, trustees conlinue lo ensure that fuThJing is in place befo￿ embarking on any grant-maknng commilmenl.
In previous years. response has shown Ihat our work on COVID-19 response made a swjnificant irnpacl in $upporting
education staff ¢0 manage hwjh levels of anxtety for young people bjth in and of sch¢K>l. This yèar we havè been
¢*n5uous Ihat lrfe has rnoved on for many young people wrth aulism bui they cvntiwe to face thallen9es in their day-
ttrday lives. We have therefore continued to ernphasise support for ry*ntal health in our grant-gNin9 and foresee that
this wll rernain a need in fLrture years.
In Ihe meanD'me. Irustees have worked together to scope out our future stafhng needs. Based on ourv81ues. we have
reviewed the structure of the fo¢JndatKJn's stsffing and leadership. Two substantive appoinlnwts have been m8de
and we are hoping to recruit a new execuiive lead during the coming year. This will enable us lo exlend our rang¢
and influence ￿ issue5 affecb'ng young people with auts.sm in lulure.
Strueturo, gov¢man¢o and manog¢m•
Sheila Coales FoundatTron ISCF) is a charitawe Company limited by guaranteè registered in ENJland and Wales
(Company number 116776921 and registered as a tharity in England & Walès (11880921. It has an exemption from
Using'Limiterf in its name. Its governing docurrent is its memorarKlum and artides of asgxi*K)n". incorporated on 14
November 2018. as amended by Special ResolutLon ￿ 4 FeLYuary 2020, as amended by Spotyal Resolulity) M 2
June 2021.
SCF has no Premises". all work is undertaken rernotely. Thtr Registered office is.. The Courtyard, Shoreham Road,
Upper Beeding, STEYNING. BN44 3TN which is also ts oyresF*)ndence addre55.
The directors ol thè cornpany are also tharity Irustees as defined by secb.on 177 of the Charrtie$ A¢t 2011. Under thè
requirements of the Memorandum ar￿ Artides of A5KKaation one third of the direclors must retire from office by
rotati¢)n al each annual general meeting. They may put themselves fryward for re-eleo*ion rf eligible. The minimum
nurnber of directors is three and there is no maximurn number.
All trustees give their tin* voluntarity and none received benefits from the d￿rity. Any expenses redaimed from the
charity are set out in note 7 of the accounts.

SHEILA COATES FOUNDATION
{LIMITED BY GUARANTEE)
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
In accordance wth the chafrtable objects. the thantys work focuses on young pèoplè with auts"$m. The Board of
Trustees seeks lo ensure that the needs of this group are approwiate]y rellected Ihrou9h thè dtversity of the trustee
t*)dy. Over 50% of the current trustees are experienc&J in work with or in SUPFQrt of vulngrablg young people.
Addib"onally management. business and fffianc• s￿$ are well le￿Sented on the Board. On¢ of twstees has
Feisonal expèrience of autrsm.
In 8n effort to maintain this broad Skill mix. an ￿n￿al audtt of the sknls of the members of ihe 8oard is undertaken.
Thi$ helps ￿entity any skills yaps and fctuses efforts to recruii newtrustees. In the evenl of particular skills being lost
due lo relirernents, or the need for additional trust￿. indi￿dualS ￿ approached to offer themselves for eledion to
the Board. Having gone through this process. trustees a9￿d that there is oJThenty no requIre￿nt for an additional
Board mernber at this time.
8oard meelings are held five lirnes a year, of wthich are intended to be held face to face in person. and three held
online. During the reporb'ng perir*J, meetings were held in person and online. in aCC(Kdan￿ with Article 41 of thè
Artides ￿A$S¢ClabOft.
The dire¢tors who offK* durin9 the P¢rKyl and up to the date of signature of the financial statements were 0$
Mr D J Coates
MrBPDelo
Ms S L Harris
MsAKDulfy
Mr J M Eiitson
Judge Vera Mayèr
Th• directors of company *e also charity Injstees as defined by section 177 ofthè chan.tiès Ad 2011.
Trustee Inductlon and Training
Where requir￿. the Char of Tr4Jst8es and Businss Manager are on I￿nd lo support rw tsuslees as Ihey setuè into
thèir rolès.
New Irust8es arè providad dc£uments and briefirvJs lo fami1v￿lse them with the ¢h¥rty 8nd th¢ ¢onlexl within
il operates. This rove($ the lol]owng main doojments.
Charity ComnI￿on Charity trustee welcome p¥
The Charity Govemance Code
In hoLtse presentation - Trustees rc4es and resF¥￿S1tl￿IeS
The charity's slrategy document
The Memorandum and Articles of associab
Re¢ènl Boafd meèting minutes
Most recent statutory accounts
Ouring this year we helj SUCLessful strategy and planning diw$s￿)fl$ to infomi and shape act￿ ￿anS for the
charitys future. Tnjslees also altended updated training on safeguardin9 and the L￿rrent educational C￿mate.

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUARY 2024
Thetrustees, whoa￿al$01￿e lfiredors ofSh* Coates FoL¥thti(ffifr*the pJrFthes of¢J%7yany •rn ￿¥pO￿¥bIe
Corwny Iw req￿￿ the Injstees to wepare frncAal slaterrths forèath firArn>o1 &¥¥p a InE and fair
view af the st8to of 8ff•rs of the ¢*•rity $nd of the resoum applKabon of ￿0urr*s. wduding
ObseN¢ tt* methc#J¥ prinrApies in the Cl>arite3 SORP..
Make iu&3rnents and estirnate& that are reasonat4e wJen¢
disd¢)sed txplainèd in tt* fin•wl st*erTwts.' arKI
Prepare Ihe finawa *alem￿ cffi goirvJ cOr￿￿n unW 11 Is Ir4ppffjwote to wesum8 that tho
C￿lty wll in opw¥tity).
The tnjstees are rèspo￿￿4* m•rtsirring *£QLaltirg re¢￿d$ disdw rnasonablè •¢cura¢y ¥1
¥ny tirre the finanoal charity aThl errable Ihem tr) en$(Kethat staknents ujrnpty with the
Company Act 2C(6. Thè trustees art also w$1b￿ fry safegwthng the assets ofthè tharity b￿ce for takiThJ
10 sm*1 companies.
Approved by the Board on..
2.4..J 201
On behaif(¢the Board of InAItts
MsAKOulfy
Trust

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF SHEILA COATES FOUNDATION
l ￿pOrt to the charity trustees on my ex8rrinaiiort of the acuur)ts ofthe Chaiitable Company forthe year ended
29 February 2024.
RespOn$1￿11ti￿ and basi$ of feport
As Ihe charity's trustees you are respor&sible fvr of a￿0￿nts in accordw¢e with Ihe
requirements ofthe Charities Act 2011 fthe Acr).
I report in respe¢l of my exaninalion of thè chariws ￿OUnts carried OLrt ￿der sedKJn 145 of the Act and in
¢arrying out my examination I ha¥e folltr*ed all the applic*e Direcliorts gven by the Charity CommissKJn under
section 145(Sllb} of the Ad.
Inde￿ndent examlnerfs ststement
Since the charila￿e CoMpan￿S gross income exceeded £250.IXKI ywr examirw be a rnember of a body
listed in sectson 145 of the 2011 Act. I confim that l am qualified to undertake Ihe examination because l am a
member of the As%Jciation of Chartered Cerbfied Accountants. whith is one of th¢ I￿le￿ bodw.
I have completed my examination. I confimi that no material matters have come lo my altention in connection
with the examination giving me cause to believe that in any material resr*cl'.
accounting records were not kept in respect ofthe c(ryiany as wuired by sedion 386 ofthe 2￿6
Act., or
2. the accounts do nol actord with those records.. or
3. the accounts do nol coryjly wth the applicable requirernents conceming thè fom and content of
ccovnis sel oul in the Chanties {Accounts and Reports) Regulats"ons 2008 other thaft any requirement
thal the accounts give a 'lrue and faif ¥ie44 which is not a matter considered as part of an independent
examtnatlOA: or
4. the ac£ounls have not b¢erb prepa￿d in accordance wrfh th8 methods and pmciples of the Stalement
of Recomrnended Prath"c• for accounting and repO￿n9.
I have no concems and have come across no other mattws in conne(*'on wilh the examination to which attention
should be drawn in this report ￿ order to enable a proper ￿￿erStandIng ofthe accounts to be ￿aChed.
Mark Cummlns FCCA FCIE
On behalf of TC Group
Office.. Steyning. West Sussex
Dated".

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
STATEMENT OF FINANCIAL ACTivrriES
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
Unmtrietsd
D•$ignat•d
Totsl
2024
Total
2023
Incom• from:
Donations and legaues
2SO,250
250,250
520.000
Total income
250.250
250.250
520,01)0
Expenditure on:
Charitable activities
91.018
411.0(Kl
502.018
493,099
Totsl expenditure
91,018
411.000
502,018
493,099
Net in¢omellexpendityrel
159.232
1411.1)00)
1251.7681
26,901
Transfers btheen funds
11
1210,0001
210,000
Net rnovement In fvnd$
150.7681
{201.000}
1251.7681
26,901
R8conelllatlon of funds
Total funds brought forward
178.841
201.000
379,841
352,940
Total iunds carri•d fopward
12
128.073
128.073
379,841
The Statement of Finarval Actt¥itEs also Cor￿1*$¥￿￿ tr* rèquirèmènts for an inccffle and expenditure account
under the Companies A￿ 21x6. Al 8divities are dassed as ¢ontinuin9.
Th￿ are no fe¢ognised gawis or losses other than reported on the Statement of Finanaal Actiwlyès.
io

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
BALANCE SHEEr
AS A T 29 FEBRUAR Y2024
2023
C•sh •t aThJ in har•J
14451
386,463
388.463
Crnditov*: •m¢¥Jnts f•lliry d
10
(&3n)
{8.622)
14ot¢uftpntasBots
12UITJ
379.641
120,QTJ
379.841
Tho ofth• cttarlty:
Unrostri¢bY fLmds
DeSi￿al*￿ fvnd5
12
11
12Jon
178.841
201.000
124073
379,841
For tr* finanryal year in q￿sti￿ c&ryany was erthed lo exertwkn 477 of the Companies
Art 2006 relalirtrj io smal cgxnpaTNes. No Thrnt¢￿ hab* 1eqLN￿jthe c*ywany tts an ￿d(l ofits acttsjnts
lor the year in que51¥Jn in aceordants v*ith sedion 476 tsf tr* Ctywies Act 20C6. The threct￿$ acknowAedJe
Companies Act 2006 are forurDJation to rrvnt*s ofttE ojffpary.
..2q £OIIfr
IAS A K D4rffy
li

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
CASH FLOW STATEMENT
ASAT29 FEBRUARY2024
2024
2023
C#$h flow¥ from O￿AlIng a¢tivities and
decreasel Sn¢re•$• in ¢a$h
13
12S4,012)
113,$35)
C•sh and ¢•$h ¢qufval•nts at start ofyear
388.463
401.998
Ca$h and cash equSvalents at end of year
134.451
388,463
All cash is cash 8t bank in hand.
12

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
Legal status of charitable c1)rn￿nY
Sheila Coates Foundation is a charitable company, limTted by guarantee, regislered in England and Wal•$.
The charitable companls registe￿ number and register&J office address can be ft￿TrY in the Irystees.
In the event of the d￿rity being wound up, the liabilty irs ￿SPect of the guarantee 1$ lirniled lo £10 ￿r
membef of the i*arty.
Accountiry poli¢ies
Basi$ of pfvparation
Thè accounts have been prepared in accordance with AccoLmbng and ReportTh3 by Charilies.. Ststement of
ReCornr￿nded Practice applicatle to charities preparin9 th&r accounts in aco)rdance with the Financjal
Reports"ng Standard applicable in the UK and Republ￿ of IreL*)d {FRS 102) (effective 1 January 20151
IChariti"es SQRP {FRS 102)). and the Ccxnpanies Act 2LK6.
Sheila Coates Foundats"on mÈets the deffinth.on ofa public ￿nefit Èntty undèr FRS 102. Assets and lia￿litIeS
are initially recogni5ed at histoiic* cost or transaction value ijnless otherwise stated in the relevant
accounting policy note.
The firtan¢ial $tstÈments arè pr•par•d in sterfiNJ. which is Iht funth"¢)nal currency of the charitable
company. Monetary amounts in these financial ststements are rounded to the nearesl pound.
2.2 Going concern
After making appropriate enquiries. the trusteès have a reasonab￿ Èxpectati¢)n that the charity has
adequate resoiirce5 lo conlinue in operational exislerKt for Ihe foreseeable future.
2.3 Incom•
All incoming fesources are induded in the Statement of Finanoal Act1vtt￿S when the charityls legally enfitled
to the income, it is prOba￿e the income wil be received and the amunt can be quantified wilh reasonable
accuracy.
Oonatsons and other forms of yo1￿tary income a￿ rec4)gnised as irKonE when receivable. ex¢ept M)$¢)far
as tw are incapable of )Inancial Th￿SureMent.
Investment income is accounted for when recwvable.
1.4 Exp•nditur• and basls of apportionlng costs
EXpery*tU￿ is 8¢¢wnted fty ￿ an ¥¢uual$ ba*$ 7Mlh the irrecoverable elemwt of VAT induded with the
item to %thich it rel8ies and has been dassified under hÈadirtg$ that agJre9ate all costs related to the
category.
Expenditure on thaiitable aclivitiès I[￿Udès thè awarding of gra1￿ to btnèfitsal thifd parties. and the
govemance cos15 assckiated ￿th Ihe conlinuirg OFeration of SCF.
Governance costs {induded 7*Athin Support costs) wnprises all costs assooated Mth constitutional and
slalutory requiremenls wilh vthi¢h the ¢harty must compty.
13

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUARY 2024
Aecaunting Pollei•s {eontirM*dl
2.5 Cash at bank and in hand
Cash al bank and in hand indudes cash and slK)rt terni hKJhly lryKI investments. The trustees seek to use
short lemi deposits to maximise the retum on ny)ni•s held * the bank and to manage cash flow.
2.6 Crnditors and provisions
Crediiors and provisio￿ are recognised where Ihe charity has kyesent oblKJation ¥esvlting from a past
event that will probably result in a transler of funds to a thtrd party and the amount t1ue to settle the
obltgation can be measured or eslimated reliably.
Fund Accounting
"Funds held by the tharity are either
Unrestricted general funds- these are funds which are avadable for use at the discretion of the trustees in
fvrtherance ofthe general Ot¥￿tiVe$ofthe whth have not been desi￿aled for olherpurposes.
Designated funds- these are unrestricted set aside by Iwstees for a Specif￿ purpose.
2.8 Judgernents and key sources of estimation uncertainty
In the application of the tharivs a￿OUrrtin9 polves. Ihe trustees are reqV￿e￿ lo make judgemerts.
estimates and assumpts"on5 about thè carrying arnount ofas5ets and lia￿lit￿$ Ihat arè not réadily apparènt
from other sources. The ests'mates and assoryated assumptiws are based on historical experience and
other factors that arè considerèd to be rdevant. Aciual ￿SuIts may differ from thesè estimatès.
Th& •stimatas and und*1yin9 assumpb'¢)ns are rnview•d on an ¢)ngoing basis. ReVI￿nS to accounting
estsmates are recognised in the penod in vthich the eslimats is rewsed.
The trustees do nol consider that there are any critical estimates or areas of judgement that need to be
brought ￿ the attention of the readws ofthe finanaal stat8ments.
14

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
NOTES TO THE ACCOUNTS (CONTINUED
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
Income fr¢xn donationB
Unregtricted Desiwatsd
funds
nd
Total
2024
Total
2023
Donattons
250.250
2SO.250
520,CQO
250.250
2SO,250
520,000
Total expenditure
Staff
costs
Grant
funding
Totsl
2024
Total
2023
Expenditure on charitable •thities
Activities undertaken directly
Support costs
24.570
61.604
411,(KlO
497,174
4.844
479,412
13.687
Total charitable actiwtses
24.570
411,CQO
502.018
493.¢)99
Analysls of Support costs lincludlng Governance costs)
Totsl
T¢)tsl
2024
2023
Govemance costs..
Legal and profeswonal
Independent exaffinerf¥ fees
1.964
2.880
10.567
3.120
4.844
13.687
15

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUARY 2024
S Grants ￿y#blO
During the year gr•ts iotslling £411.0(Kl wert paid lo 103 edLtslional bnstiIut￿S (2023.. £438.CO) paid to
118 inslilutior6).
6 Comparative Funds- Ststernent of Financial ktiviti¢$ f¢r thè yèar ended 28 F•bruary 2023
Unrestrict
funds
Designatèd
funds
Tatal
2023
Incom• from:
Donations ond1gga¢i¢s
520.OIXI
520.000
Total Income
520,1)IJO
$20.000
Expenditure on:
Charitable activitses
87,749
40S.3SO
493,099
Totsl Èxp•nditur•
87.749
405,350
493.099
Nèt incom•
432,2S1
{405.3501
26,901
Transfefs between lunds
(402,3501
401350
Net movement in funds
29.901
13.0001
26.901
Reconciliation of funds
Total funds brought f(¥ward
148.940
204,000
352.940
funds carri8d faNArd
12
178,841
201,000
379.841
16

SHEILA COATES FOUNDATION
(LIMITED BY GUARANTEE)
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 29 FEBRUARY2024
Trusttts
No trustees received any reMw￿ratiOn directy from the charity in 2￿24 ￿ 2023.
SCF'S benefactor donated £280.￿? {2023.' £SIXJ.IXMI) to Ihe Chty dl￿ng the year.
Expenses totallirrfj E200 vftre re1mbl￿ed to one Imstee d￿l￿g the year12023.' £nll.
Payments totalling £138 (2023.. £20) were made to Voipfone during the year. a company co-owned by the
spouse ol A Duffy.
Ern￿OyeeS
Number of •mployt•s
The average monthly numbw ofempl¢ryees the wic*J was:
2024
Number
2023
mber
Administration. matheting commercial
Employm•nt costs
2023
Wages and salaries indudirrfj so(ial secwity cO￿S
Other pension ¢osl$
23,400
1,170
24,750
No employee re￿1¥ed £60.CKM) or during the period12023". £nll.
The key management personnel of the Charity comprise the Business man￿eT and Grants Manager.
The 10181 ern￿￿Yet benefrts of key m￿agement pers￿n￿ weo £24.75012023.. £nil).
Taxation
As a charity, Sheila Coates F￿jnda1￿ is exempt from tax on inccffie and gains to the extent that these a
applied to its chantable objects.
10 Cr•ditors: amounts falling within year
2024
2023
Awuals and deferied inr
Social seojrity and other tsxes
Olher credrtors
4.958
1.039
381
8.622
6.378
8.622
17

SHEILA COATES FOUNDATION
(LIMITEO BY GUARANTEE)
NOTES TO THE ACCOUNTS (CONTINUEDI
FOR THE YEAR ENDED 29 FE8RUARY2024
11 Oesignated funds
Movement in funits
Resources Tramfers
Balance at
expended
between 29 February
fvnds
2024
Balance at
Incomlng
1 March resources
2023
Rapid rèspons¢ fund
201.000
{411.tKIJi
210.L
201.CKIO
{411.LI￿)
210.L
Starting in 2021 trustees destgnated funds for rapid respor￿e funding to provhle support in response lo the
real issues fa￿ng autistic young people in secondary schools. These fvnded grant-making rounds offering
one-off awards of £1.000 or £5,OLKJ to mainst￿aM secondary sclwls, col*es or aiemative provision.
SCF rapid response funds a￿ for short-temi solutions which can be put in place immediately. and have
been in support of.. mental heath and wellthing.. incxeasing autisrn k￿C￿edge and expertise in school8 and
colleges,. enhanced access to sp￿#alists for assessment. &Jvice. inteNentions,' c0-product￿n or
ojllaboration with autistic young people.
In the year ended 29 February 2024. these funding OFPYtunities were offered in the 11 local authoribes of
the Easl of England in Ihe 19 local authorilies of the South East of England.
Trusteès transfarred £210.0￿ into this fLmd during th• year.
12 Analysls of net assets between funds
Unrestricted Designated
funds
fvnds
Total
Fund balances at 29 February 2024 are ￿p￿sertted by.
Current asséts
Creditors: w￿)unt$ falling due wrfhin one year
134.4S1
(6,3781
134,451
{6,378)
128.073
128.073

SHEILA COATES FOUNDATION
ILIMITED BY GUARANTEE)
NOTES TO THE ACCOUNTS ICONTINUEDI
FOR THE YEAR ENDED 29 FEBRUAR Y 2024
12 Analy$l$ of •ssets beiween funds Iconllnuedl
UnT￿tri￿￿d Dosignatod
nds
Total
Fund balances at 28 Febmary 2￿23 ¥* represented ty.
c￿￿*nI a$$ets
Creditors.. amounts falling tkn wilhin one ye
187.463
(8.6221
201,C
388,463
IB,622)
178.841
201.Cfj)
379.841
13 Ngt cash inllowl{ouffiow) from operatin9 •Ctivilie¥
2024
2023
Net ir￿￿Me
1251,7681
12.2441
26.SKJ1
140.4361
Oecrease in treditors
{254.012}
113.$351
14 Ultlmatè eontrolling party
The charity was under the cOn1ft￿ of the Trustees dlxing the perK¥I under re¥￿.
19