Finance Score: 0

Governance Score: -4

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
All female board: -3

No supporters identified

Overall GiG Score: -4

THE WILLOW SET PRE-SCHOOL

Pre-school to the local village, Stoke St Gregory for 24 children including a before and after school club called Sun up Sun Down and a Holiday Club, open 50 weeks a year. Last OFSTED report was commissioned November 2020 with an Outstanding result.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 4 trustees?
Why is the Board completely female?
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£279	£327	£-48	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£221	£281	£-59	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£227	£194	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£177	£171	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£169	£174	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18		£180	£157	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£137	£134	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£120	£137	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£136	£125	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£126	£128	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£105	£99	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£105	£86	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£64	£49	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£53	£52	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£55	£51	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08		£42	£37	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07		£43	£37	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06		£34	£29	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£20	£21	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£23	£26	£-3	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

Www.willowsetpreschool.org.uk

admin@willowset.org.uk

01823491567

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Nursery schools

How it operates

Provides services

Where it operates

Somerset,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Somerset Community Foundation - Creating a forest school and buying tools for a village allotment in Stoke St Gregory
£500	28/07/2022	Creating a forest school and buying tools for a village allotment in Stoke St Gregory
Somerset Community Foundation - COVID19 Community kitchen to supply hot meals to vulnerable people in Stoke St Gregory
£2,300	03/04/2020	Setting up a community kitchen to prepare hot meals
National Lottery Community Fund - A GCB for the children at Stoke St Gregory
£10,000	25/08/2011 12	This is a project by a charity in Taunton, Somerset. The group will use the funding to purchase a canopy for children so they have access to all-weather play facilities. This will provide an all-year play area for the beneficiaries and encourage ....more This is a project by a charity in Taunton, Somerset. The group will use the funding to purchase a canopy for children so they have access to all-weather play facilities. This will provide an all-year play area for the beneficiaries and encourage physical exercise.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

FAYE SHORLEY Appointed: 2016

JULIA BRESNAI Appointed: 2022

MELANIE QUINN Appointed: 2023

ROSIE EDGERLEY Appointed: 2023

Legal constitution

Charity registered in England & Wales on 02/10/1992, number: 1014565

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR19: 134 days late,

Main office

Stoke St Gregory School
Huntham Lane
Stoke St. Gregory
TAUNTON
Somerset
TA3 6EG

Objectives

TO ENHANCE THE DEVELOPMENT AND EDUCATION OF CHILDREN PRIMARILY UNDER STATUTORY SCHOOL AGE BY ENCOURAGING PARENTS TO UNDERSTAND AND PROVIDE FOR THE NEEDS OF THEIR CHILDREN THROUGH COMMUNITY GROUPS AND BY:(A) OFFERING APPROPRIATE PLAY, EDUCATION AND CARE FACILITIES, FAMILY LEARNING AND EXTENDED HOURS GROUPS, TOGETHER WITH THE RIGHT OF PARENTS TO TAKE RESPONSIBILITY FOR AND TO BECOME INVOLVED IN THE ACTIVITIES OF SUCH GROUPS, ENSURING THAT SUCH GROUPS OFFER OPPORTUNITIES FOR ALL CHILDREN WHATEVER THEIR RACE, CULTURE, RELIGION, MEANS OR ABILITY;(B) ENCOURAGING THE STUDY OF THE NEEDS OF SUCH CHILDREN AND THEIR FAMILIES AND PROMOTING PUBLIC INTEREST IN AND RECOGNITION OF SUCH NEEDS IN THE LOCAL AREAS;(C) INSTIGATING AND ADHERING TO AND FURTHERING THE AIMS AND OBJECTS OF THE PRE-SCHOOL LEARNING ALLIANCE

Defined Area of Benefit:

IN PRACTICE STOKE ST GREGORY TAUNTON SOMERSET

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children