To
Trustees' Annual Report for the period
Period start date Period end date 27 May 2021 31 Dec 2021
From
Section A Reference and administration details
Charity name The Simon Flynn Educational Foundation Other names charity is known by n/a Registered charity number (if any) 1194615
Charity's principal address The Old Parsonage
Bredons Norton Tewkesbury Postcode GL20 7EZ
Names of the charity trustees who manage the charity
| 1 2 3 4 5 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Ann Flynn | Chair | |||
| Janet Buckland | ||||
| GregorySmith | ||||
| Victoria Smith | ||||
| BarnabyStokes | ||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
(eg. trust deed, constitution)
[Constitution ]
How the charity is constituted
- (eg. trust, association, company)
[CIO ]
Trustee selection methods
- (eg. appointed by, elected by)[Appointed by trustee resolution ]
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March 2012
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Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
For the public benefit, the advancement of the education of, typically, children living in Gloucestershire, and such other counties in England as the trustees think fit, by the provision of educational services, equipment and facilities, and by any other means the trustees think fit.
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Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
We are a new charity formed in memory of Simon Flynn, a truly inspirational man who taught primary school children in Gloucestershire and who died in a tragic accident in his early 40s. Therefore we plan to fund activities that will advance the education of children of a similar age to those that Simon was so inspirational to. We intend to do this by working with a small number of local schools, starting with one of the schools where Simon worked. We do not know the level of recurring funding that the charity will have available each year and therefore intend that one or more members of the management and teaching team from a school would apply to the trustees a small number of times a year with proposals for activities that the charity could fund. The applications may include, for example, a short term tutoring programme for a child; funding for a residential trip; funding for respite trip for a young carer; a play therapist to work alongside a child; the cost of a bus pass for a child needing to rehearse their journey in preparation for secondary; peripatetic music for a child showing flair. This will enable the activities to be guided by the level of funding available to the charity at the relevant time and allow the trustees to bring to life the values Simon held and the aspirations he had for the children he taught.
During the first few months since the Charity’s formation, we have received income through donations of approximately £11,900. In line with the above intention, during 2021 we held meetings with the headteacher of the local Gloucestershire school through which we initially intend to carry out the activities for the public benefit. At these meetings we discussed several possible activities that could be funded by the Foundation and we intend to fund one or more of these during 2022.
When making grants in future, the Trustees will have due regard to the guidance issued by the Charity Commission as set out here: http://www.charitycommission.gov.uk/Charity_requirements_guidance/Ch arity_essentials/Public_benefit/public_benefit.aspx Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The primary achievements of the trustees on behalf of the Foundation during the year were to complete its constitution, register with the Charity Commission and complete all associated administrative tasks such as opening a bank account. These activities were undertaken by friends and family of Simon Flynn in his memory.
Many of Simon’s friends and family made generous donations to the Foundation in his memory and the trustees are incredibly grateful for their generosity. The trustees are mindful of their responsibilities to use the donations to further the charitable purpose of the Foundation and look forward to exercising these responsibilities with love, care and diligence in 2022 and beyond.
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Section E Financial review
Any reserves are carried over to the next year and are applied to future Brief statement of the projects charity’s policy on reserves
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
The charity’s principal sources of fundraising during the year included direct donations from friends, family and the employer of one of the trustees as part of that company’s 20[th] anniversary charitable activities. Our only expenditure during the year was on bank fees charged by HSBC for maintaining the Foundation’s current account.
All other expenses, such as preparing a logo and some promotional materials for the Foundation were met by the trustees or other friends and family and are not taken from charity donations.
- investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Greg Smith Victoria Smith Position (eg Secretary, Chair, Trustee etc)[Trustee ] Date 31 October 2022
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Charity Name No (if any) The Simon Flynn Educational Foundation 1194615 Receipts and payments accounts For the period Period start date To from 27/05/2021
No (if any) 1194615 CC16a Period end date 31/12/2021
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 11,901 - - - - - - - 11,901 - - - 11,901 15 - - - - - - - - 15 - - - 15 11,886 - - 11,886 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 11,901 - - - - - - - 11,901 - - - 11,901 15 - - - - - - - - 15 - - - 15 11,886 |
Total funds to the nearest £ 11,901 - - - - - - - 11,901 - - - 11,901 15 - - - - - - - - 15 - - - 15 11,886 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 11,901 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
11,901 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Bank charges | 15 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 15 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 11,886 | - | - | 11,886 | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 11,886 | - | - | 11,886 | - |
CCXX R1 accounts (SS)
31/10/2022
1
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | the end of the period | |
|---|---|---|---|---|
| Categories B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) HSBC current account Details Details Details |
Unrestricted funds to nearest £ 11,886 - - 11,886 OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Signature 2 |
Print Name Greg Smith Victoria Smith |
Date of approval |
|
|---|---|---|---|
| 31-Oct-22 | |||
| 31-Oct-22 | |||
| 31/10/2022 |
CCXX R2 accounts (SS)