## **Trustees' Annual Report for the period**
Period start date Period end date 1 Jan 2024 31 Dec 2024
**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**
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## **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.
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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 do this by working with a small number of local schools, and to date have been working primarily with one of the Gloucestershire schools where Simon worked.
The charity remains relatively young, having only been operational since May 2021, so the trustees are still forming a picture of the level of recurring funding that the charity will have available each year. Therefore, we continue to 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 shared performance space, 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)**
Having had a very strong year of fundraising in 2023, 2024 was much quieter on this front and neither the trustees, nor Simon’s friends and family, carried out any ‘larger’ funding events. As a result, donations this year were £284.
However, we opened the year with approximately £37,000 of funds and so our activities in the year were more focused on determining how best to use these existing funds to further our charitable objectives. Similar to previous years, we had proposals from the team at the local Gloucestershire school through which we are initially carrying out the activities for the public benefit. We discussed several possible activities that could be funded by the Foundation and from these the Trustees were very pleased to be able to select a further three projects to support this year. Together, these projects are expected to benefit a substantial proportion of the school's pupils, whilst providing particular support to children with additional educational, emotional and social needs.
The first was to provide a new digital tablet for each of the school's 21 classes in order to enhance digital accessibility for all of the school's children. During the year, the school's senior team recommended a new digital strategy for the school, which was duly approved by the school's Governors and implemented. The new tablets supported this implementation by enabling digital resources to be more readily integrated into everyday teaching and learning. This project was considered to be an effective way of providing a benefit to all pupils across the school, whilst also helping to reduce the disadvantage faced by children who may have more limited access to technology and digital content outside the classroom.
During the year, the school informed us that they were experiencing older children displaying quite complex and challenging behaviours. As a result, they explained that funding to create a multi faceted outdoor space to enhance their lunchtime play and interactions with each other would be highly beneficial. With this funding, the area outside of some of the classrooms would be turned into such an outdoor area, comprising: (i) a calmer space with flower bed garden and outdoor seating; and (ii) a common play space for years five and six, with outdoor seating and outdoor games, such as table tennis and table football. The trustees decided to fund this project as its second project of the year since it was anticipated to have a wide impact across the school’s students.
The third project selected by the Trustees during the year was the conversion of a former art storage cupboard into a dedicated sensory room for the school. The school's leadership team explained that they are seeing an increasing number of
March **2012**
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children with social, emotional and mental health needs who would benefit from access to a calm and supportive sensory environment. The space had already been repurposed temporarily as a therapy room for use by external facilitators working with some of the school's highest-need pupils. The proposed refurbishment would transform the room into a permanent sensory facility equipped to support emotional regulation, wellbeing and individual therapeutic interventions. The Trustees felt that this project was closely aligned with the Foundation's objectives, would provide support to some of the children with the greatest need, and would deliver a lasting benefit to the school community.
Finally, the trustees agreed during the year to again part-fund the provision of a speech and language therapist for the school. However, as a result of maternity leave, the therapist did not work in the period. The trustees agreed that this funding could instead be utilised during a future period and, subject to the therapist being available, would be paid at that time.
During the year, a number of our trustees were pleased to be able to attend a concert at the Gloucestershire school’s performance space that had been recently renovated as a result of the charity’s funds. They were delighted to experience a marked improvement in the space and a high level of engagement from the students involved.
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/
The Trustees remain extremely grateful to Simon's friends, family and former colleagues for their continued support of the Foundation. Their generosity enables projects such as these to be delivered in Simon's memory and to continue making a lasting difference to children in Gloucestershire.
## **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
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Section D Achievements and performance During the year, the trustees continued to work closely with a local school **Summary of the main** in Gloucester and were pleased to use funds raised in previous years to **achievements of the charity** support a further three practical projects at the school. **during the year** These comprised the provision of one digital tablet for each of the school’s 21 classes, the creation of a new outdoor space to support calmer and more positive lunchtime interactions, and the conversion of a former art storage cupboard into a dedicated sensory room for children with social, emotional and mental health needs. The trustees believe these projects are closely aligned with the Foundation’s charitable objectives, providing benefits across the school while also supporting children with particular educational, emotional and therapeutic needs. The trustees also agreed to continue supporting speech and language therapy provision, with funding to be used in a future period due to the therapist’s maternity leave during the year. 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 2024.
## **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**
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## **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.
Following the particularly successful fundraising undertaken in 2023, 2024 was a quieter year for fundraising activity.
During the year, the trustees focused on deploying funds raised previously in support of projects aligned with the Foundation's charitable objectives. These projects, which are described elsewhere in this report, were designed to advance the education, wellbeing and development of local children in a practical and meaningful way.
- 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.
The Foundation's funds remained unrestricted throughout the year and were held in cash pending their application to future charitable activities.
The trustees remain mindful of their responsibility to ensure that donations received by the Foundation are applied thoughtfully and effectively in furtherance of its charitable purposes.
## **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** 11 February 2026
March **2012**
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**Charity Name No (if any) The Simon Flynn Educational Foundation 1194615 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/01/2024 31/12/2024
|**Section A Receipts and payments**|**Section A Receipts and payments**|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**Unrestricted**
**funds**|||**Restricted**
**funds**|||**Endowment**
**funds**||||**Total funds**||**Last year**|
||**to the nearest**|**£**||**to the nearest**|**£**||**to the nearest**|**£**|||**to the nearest £**||**to the nearest**
**£**|
|**A1 Receipts**||||||||||||||
|Donations||**284**||**-**||||**-**|||**284**||**56,605**|
|||**-**||**-**||||**-**|||**-**||**-**|
|||**-**||**-**||||**-**|||**-**||**-**|
|||**-**||**-**||||**-**|||**-**||**-**|
|||**-**||**-**||||**-**|||**-**||**-**|
|||**-**||**-**||||**-**|||**-**||**-**|
|||**-**||**-**||||**-**|||**-**||**-**|
|||**-**||**-**||||**-**|||**-**||**-**|
|**_Sub total_**_(Gross income for AR)_||**284**||**-**||||**-**|||**284**||**56,605**|
|||||||||||||||
|**A2 Asset and investment sales, (see**||||||||||||||
|**table).**||||||||||||||
|||**-**|||**-**||||**-**||**-**|||
||
|**-**
|||**-**||||**-**||**-**||**-**|
|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**|||||
|---|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**284**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**284**||**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest**
**£**|
|Donations|**284**||||**284**|**56,605**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
|**_Sub total_**_(Gross income for AR)_|**284**||||**284**|**56,605**|
||||||||
|**A2 Asset and investment sales, (see**
**table).**|||**-**
**-**|**-**
**-**|||
||**-**||**-**|**-**|**-**||
||**-**
||**-**|**-**|**-**|**-**|
|~~**_Sub total_**~~|**-**||**-**|**-**|**-**|**-**|
|**_Total receipts_ **
**A3 Payments**|||||||
||||||**284**|**56,605**|
||||||||
|Charitable activities|**19,300**||||**19,300**|**31,949**|
||**-**||||**-**|**-**|
|Other - bank and admin charges|**276**||||**276**|**277**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
||**-**||||**-**|**-**|
|**_Sub total_ **|**19,576**||||**19,576**|**32,226**|
||||||||
|**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_**|||||||
||||||**19,576**|**32,226**|
||||||||
||**(19,292)**||||**(19,292)**|**24,379**|
||**-**||||**-**|**-**|
||**37,366**||||**37,366**|**12,987**|
||**18,075**||||**18,075**|**37,366**|
CCXX R1 accounts (SS)
08/07/2026
1
|**Section B Statement of assets and liabilities at the end of the**|**Section B Statement of assets and liabilities at the end of the**|**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
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**
CCXX R2 accounts (SS)|**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
HSBC current account
**Details**
Signature
2|**Unrestricted**
**funds**
**to nearest £**
**18,075**
**-**
**-**
**18,075**
OK
**Unrestricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**Restricted**
**funds**
**to nearest £**|**Endowment**
**funds**
**to nearest £**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||OK|OK|
||||**Restricted**
**funds**
**to nearest £**|**Endowment**
**funds**
**to nearest £**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**Cost (optional)**|**Current value**
**(optional)**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**Cost (optional)**|**Current value**
**(optional)**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**Amount due**
**(optional)**|**When due**
**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||||
|||Print Name||Date of
approval|
|||Greg Smith||11-Feb-26|
|||Victoria Smith||11-Feb-26|
|||08/07/2026|||
CCXX R2 accounts (SS)