Finance Score: -3

Governance Score: -3

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

No volunteer policy: -2
Mainly female board: -1

Large volunteers +5

Overall GiG Score: -1

PSJ PRIMARY PARENT SCHOOL ASSOCIATION

Provide grants for educational and extra curriculum activities within the school

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£13	£7	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£10	£6	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21?		£7	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£8	£11	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19	*	£16	£11	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£13	£21	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£14	£8	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£11	£7	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£10	£6	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£8	£10	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£8	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£15	£12	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£10	£12	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10	*	£12	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09	*	£11	£8	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£9	£13	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07	*	£8	£3	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06		£6	£10	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£5	£3	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 30 years

katielouisechun@outlook.com

01761432311

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Support for specific schools

How it operates

Makes grants to organisations

Where it operates

Bath And North East Somerset,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANDREW LESLIE MORLEY Appointed: 2015

CAROLINE JOAN MARCHANT Appointed: 2019

CHARLOTTE MARY BURNELL Appointed: 2018

KATIE CHUN Appointed: 2019

LOUISE DALTON Appointed: 2021

ROSIE BETH WILLIAMS Appointed: 2018

Legal constitution

Charity registered in England & Wales on 02/12/1994, number: 1042507

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR19: 31 days late, AR10: 32 days late, AR09: 107 days late, AR07: 232 days late,

Main office

PEASEDOWN ST. JOHN PRIMARY SCHOOL
BATH ROAD
PEASEDOWN ST. JOHN
BATH
BA2 8DH

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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