Finance Score: -4

Governance Score: -4

Support Score: 7

Reasonable growth: +1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Dynamic board: +3
All female board: -3
Multiple returns filed late: -2

Large volunteer base +5
Overall weighted support: +2

Overall GiG Score: -1

WHITEOAK WAY SCHOOL ASSOCIATION

White oak way schools association supports the staff, parents and children of Hannah More Infant and Grove School through fundraising and social activities

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Why is the Board completely female?
Over half the Board have joined recently
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Income has been volatile and on several occasions in recent years 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
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/23		£35	£40	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22	*	£20	£11	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21	*	£29	£28	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£13	£18	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19		£20	£16	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£21	£18	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£23	£24	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£14	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£8	£7	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£6	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13	*	£7	£7	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£11	£6	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11	*	£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£16	£13	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£5	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08?	*	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£5	£7	£-2	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

https://www.hannahmoreandgrove.co.uk/

wowsanailsea@gmail.com

01275851127

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Support for specific schools

How it operates

Provides human resources

Where it operates

North Somerset,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

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
Quartet Community Foundation - PE equipment
£3,500	30/11/2021 4	New sheds for the school and holiday club PE equipment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

JOEY TAYLOR Appointed: 2023

KATE CLAYTON Appointed: 2023

KAYLEE EMMERSON Appointed: 2024

LUCY HASSELL Appointed: 2021

SARAH BRACE Appointed: 2023

SARAH TRIGGLE-WELLS Appointed: 2024

Legal constitution

Charity registered in England & Wales on 07/04/1993, number: 1019743

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

18 returns made; AR22: 12 days late, AR21: 15 days late, AR18: 186 days late, AR13: 21 days late, AR11: 1 days late, AR08: 217 days late,

Main office

Hannah More Infant School
White Oak Way
Nailsea
BRISTOL
BS48 4YZ

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL

Defined Area of Benefit:

IN PRACTICE THE CATCHMENT AREA OF THE SCHOOL

Data Sources

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