## **Trustees' Annual Report for the period**
Period start date Period end date 1 Jan 2023 31 Dec 2023
**From**
**To**
## 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 ]
March **2012**
**TAR**
1
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- 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.
March **2012**
**TAR**
2
We are a 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 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.
The charity has only been operational since May 2021 so we do not yet have an accurate picture of the level of recurring funding that the charity will have available each year. Therefore, we currently operate a system where one or more members of the management and teaching team from a school apply to the trustees a small number of times a year with proposals for activities that the charity could fund. These applications may include, for example, funding for a residential trip; a play therapy facility and/or therapist; a short-term tutoring programme for a child; the cost of a bus pass for children needing to rehearse their journey in preparation for secondary; or peripatetic music for children showing flair. This enables the activities we fund 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.
When selecting projects, the Trustees have referred, and will continue to refer, to the guidance issued by the Charity Commission, as set out here: https://www.gov.uk/government/publications/public-benefit-the-public-benefitrequirement-pb1/public-benefit-the-public-benefit-requirement
**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)**
During the third year of the Charity’s operation, we held two fundraising events, a charity golf day and auction, and running the Royal Parks Half Marathon in the name of the charity. These were very successful, bringing together many of Simon’s friends and family while also raising donations totalling approximately £56,000. In line with the above intention, we held meetings with staff from the local Gloucestershire school through which we are initially carrying out the activities for the public benefit. At these meetings we discussed several possible activities that could be funded by the Foundation. The school provided details of six potential high priority projects and from these the Trustees were very pleased to be able to select a further two charitable activities to support this year.
The first project selected was to part-fund a specialist speech and language therapist (‘SALT’) attending the local Gloucestershire school during two days in each week of the school academic year. The trustees agreed to part-fund the specialist alongside funding from the school so as to leverage the impact of the charity’s funds. The trustees gained an understanding of the impact on students that have speech and language difficulties. This impacts their ability to learn and access mainstream education. A recent government study indicated that a 'recordbreaking' number of children are struggling with their speech, language and communication with 1 in 5 needing Speech and Language Therapy support. For children who struggle to talk and understand words, their whole lives are affected. A recent report by Speech and Language UK found that these children are: • Six times more likely to be behind in English at age 11 • Eleven times more likely to be behind in Maths at age 11 • Have more mental health problems • Twice as likely to be unemployed as an adult In addition to the above, some children present with complex and challenging behaviours, as they are unable to express their feelings, needs, or understanding. This can also potentially impact other students in the school. As a result, the funding was anticipated to have a wide impact across the school’s students.
The second project selected again involved seeking to have a broad positive impact on the school’s students’ wider curriculum. This involved part-funding the refurbishment of the school’s main indoor performance space. The trustees again agreed to part-fund the refurbishment alongside other funding so as to leverage the impact of the charity’s funds.
March **2012**
**TAR**
3
The trustees gained an understanding of the positive impact that the use of the performance space has on the school’s students. The space supports active, experiential learning through drama, music, dance, and presentation, which research consistently links to higher student engagement and participation across the wider curriculum. In addition, the space enables integration with subjects such as English (spoken language, storytelling), history (historical interpretation), and languages (confidence in oral communication), reinforcing learning objectives beyond the arts alone. The use of the space is also understood to contribute to students’ personal development and wellbeing by improving confidence and self-esteem, emotional expression and regulation, and promoting inclusivity and belonging. Finally, social skills can also be developed, such as collaboration and teamwork, communication and presentation skills, and empathy and understanding. As a result, the funding was anticipated to have a wide impact across the school’s students.
Further information on the outcomes of the charity’s projects, including pictures where available from the school, is set out on the Foundation’s website: https://www.thesimonflynneducationalfoundation.com/
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
March **2012**
**TAR**
4
Section D Achievements and performance The primary achievements of the trustees on behalf of the Foundation **Summary of the main** during the year were to raise around £56,000 in additional funding, **achievements of the charity** engage further with a local school in Gloucestershire and fund our next **during the year** two charitable activities, the specialist SALT provision and the refurbishment of the school’s main indoor performance space. The fundraising activities were undertaken by friends and family of Simon Flynn in his memory. Many of Simon’s friends and family and many others have made generous donations to the Foundation in his memory and the trustees are incredibly grateful for their generosity. The trustees remain mindful of their responsibilities to use the donations to further the charitable purpose of the Foundation and have continued to exercise these responsibilities with love, care and diligence in 2023.
|**Section E Financial review**|**Section E Financial review**|
|---|---|
|**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**||
||The reserves policy requires that the Foundation should maintain
minimum reserves of at least six months’ operating expenditure.
However, the Foundation has very limited recurring expenses, generally
limited to administrative expenses such as bank charges.
The Foundation’s funds are all unrestricted in nature.
The trustees believe that the current economic climate, including
significant inflation, significant risk of recession, and the uncertain geo-
political landscape represent a significant risk to future fundraising
income and as such, consider it prudent to retain cash reserves in excess
of the minimum in the reserves policy. Reserves in excess of this level
are carried over with the intention of funding projects within the
forthcoming year.|
||N/A|
March **2012**
**TAR**
5
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
The charity’s principal source of fundraising during the year included donations from friends and family, primarily linked to two fundraising events, a charity golf day and auction, and running the Royal Parks Half Marathon in the name of the charity.
- Our main expenditure during the year was on our first three charitable activities/projects. The first of these, the music showcase, was agreed in 2022 however the funding was provided by the charity during 2023. The funding for the other two activities, the SALT provision and the performance space refurbishment, was provided during 2023. The trustees consider these activities are in line with the key objectives of the charity and further details are provided above.
Our only other expenditure during the year was on administrative fees including those charged by HSBC for maintaining the Foundation’s current account and those charged by Justgiving.com to support donations to the Foundation via their online platform.
All other administrative expenses, such as promotional materials for the Foundation, were met by the trustees or other friends and family and were not taken from charity donations.
## **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, etc)**[Trustee ] **Date** 31 December 2024
March **2012**
**TAR**
6
|**The Simon Flynn Educational Foundation**
**Charity Name**|**The Simon Flynn Educational Foundation**
**Charity Name**|**The Simon Flynn Educational Foundation**
**Charity Name**|**1194615**
**No (if any)**|**CC16a**|
|---|---|---|---|---|
|**Receipts andpayments accounts**|||||
|**For the period**
**from**|01/01/2023
Period start date|**To**|31/12/2023
Period end date||
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**|**Unrestricted**
**funds**
**to the nearest £**|**Restricted**
**funds**
**to the nearest £**|**Restricted**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest**
**£**|
|---|---|---|---|---|---|---|---|---|
|Donations|**56,605**||**-**||**-**||**56,605**|**1,360**|
||**-**||**-**||**-**||**-**|**-**|
||**-**||**-**||**-**||**-**|**-**|
||**-**||**-**||**-**||**-**|**-**|
||**-**||**-**||**-**||**-**|**-**|
||**-**||**-**||**-**||**-**|**-**|
||**-**||**-**||**-**||**-**|**-**|
||**-**||**-**||**-**||**-**|**-**|
|**_Sub total_**_(Gross income for AR)_|**56,605**||**-**||**-**||**56,605**|**1,360**|
||||||||||
|**A2 Asset and investment sales, (see**
**table).**|||||||||
||**-**||||||**-**||
||**-**||||||**-**|**-**|
|**_Sub total_**|**-**||||||**-**|**-**|
|**_Total receipts_**
**A3 Payments**|||||||||
||||||||**56,605**|**1,360**|
||||||||||
|Charitable activities|**31,949**||||||**31,949**|**-**|
||**-**||||||**-**|**-**|
|Other - bank and admin charges|**277**||||||**277**|**259**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
|**_Sub total_ **|**32,226**||||||**32,226**|**259**|
||||||||||
|**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_**|||||||||
||||||||**32,226**|**259**|
||||||||||
||**24,379**||**-**||**-**||**24,379**|**1,101**|
||**-**||**- **|
|**-**||**-**|**-**|
||**12,987**||**-**||**-**||**12,987**|**11,886**|
||**37,366**||**-**||**-**||**37,366**|**12,987**|
CCXX R1 accounts (SS)
31/12/2024
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**||
|---|---|---|---|---|---|---|
|**Categories**
Signed by one or two trustees on behalf of
all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|HSBC current account
Paypal charity account
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**||**Unrestricted**
**funds**
**to nearest £**||**Restricted**
**funds**
**to nearest £**|**Endowmen**
**t funds**
**to nearest £**|
||||**18,958**||**-**|**-**|
||||**18,408**||**-**|**-**|
||||**-**||**-**|**-**|
||||**37,366**||**-**|**-**|
||||||OK|OK|
||||||**Restricted**
**funds**
**to nearest £**|**Endowmen**
**t funds**
**to nearest £**|
||||**-**||**-**|**-**|
||||**-**||**-**|**-**|
||||**-**||**-**|**-**|
||||**-**||**-**|**-**|
||||**-**||**-**|**-**|
||||**-**||**-**|**-**|
||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**|**Current value**
**(optional)**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**|**Current value**
**(optional)**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||||||**-**|**-**|
||Signature
**Details**||**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name||**Amount due**
**(optional)**|**When due**
**(optional)**|
||||||**-**||
||||||**-**||
||||||**-**||
||||||**-**||
||||||**-**||
||||||||
|||||||Date of
approval|
||||Greg Smith|||31-Dec-24|
||||Victoria Smith|||31-Oct-24|
||||||||
CCXX R2 accounts (SS)
31/12/2024
2
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** The Simon Flynn Educational Foundation **On accounts for the year** 31 December 2023 **Charity no** 1194615 **ended (if any) Set out on pages** 1 to 2 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2023.
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
**Signed: Date:** 31 Dec 2024 **Name:** David Baynes **Relevant professional** Chartered Accountant (ICAEW) **qualification(s) or body (if any): Address:** The Lodge, 8 Station Road Haddenham, Ely CB6 3XD
3
**October 2018**
**IER**
**Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
4
**October 2018**
**IER**