Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3

Large volunteers +5

Overall GiG Score: 3

ST MICHAEL'S ALDBOURNE PTA

We raise funds for the village school by organising activities for the children (Christmas and Summer Fairs, discos, circus visits) and for the local community (Quiz Nights). We have contributed towards an outdoor adventure play area, classroom, stage and science garden, a stage and new dining chairs for the school hall, a suite of laptops, books, building work and smart televisions.

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
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
This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

Financial issues to consider:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£19	£17	£1	n/a	n/a	n/a	n/a	n/a	20
31/08/22		£8	£23	£-16	n/a	n/a	n/a	n/a	n/a	0
31/08/21		£14	£2	£12	n/a	n/a	n/a	n/a	n/a	15
31/08/20		£17	£20	£-3	n/a	n/a	n/a	n/a	n/a	15
31/08/19		£30	£23	£7	n/a	n/a	n/a	n/a	n/a	15
31/08/18		£19	£23	£-4	£0	£0	£0	n/a	0	0
31/08/17		£21	£12	£9	£0	£0	£0	n/a	0	0
31/08/16	*	£16	£21	£-5	£0	£0	£0	n/a	0	0
31/08/15		£17	£16	£1	£0	£0	£0	n/a	0	0
31/08/14		£16	£6	£10	£0	£0	£0	n/a	0	0
31/08/13		£18	£25	£-7	£0	£0	£0	n/a	0	0
31/08/12		£12	£9	£2	£0	£0	£0	n/a	0	0
31/08/11		£7	£6	£1	£0	£0	£0	n/a	0	0
31/08/10		£6	£3	£3	£0	£0	£0	n/a	0	0
31/08/09		£7	£3	£4	£0	£0	£0	n/a	0	0
31/08/08		£5	£4	£1	£0	£0	£0	n/a	0	0
31/08/07	*	£5	£1	£4	£0	£0	£0	n/a	0	0
31/08/06		£4	£7	£-3	£0	£0	£0	n/a	0	0
31/08/05		£9	£10	£-1	£0	£0	£0	n/a	0	0
31/08/04		£5	£3	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

http://www.stmichaelsaldbourne.co.uk/

aldbournepta@gmail.com

01672540434

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Provides other finance

Where it operates

Wiltshire,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to St Michael’s School PTA
£1,801	23/10/2021	We would like to purchase a new outdoor learning space, which would provide an extra learning environment and a vital increase in weather-proof space.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

ALEXANDRA MARY LAMBERT Appointed: 2017

BREA JANNINE WELCH Appointed: 2023

FIONA HODGSON Appointed: 2022

JANE GODFREY Appointed: 2022

JENNY STREET Appointed: 2021

JODIE MILES Appointed: 2022

LAURA HYDE Appointed: 2020

MATTHEW GORDON LAMBERT Appointed: 2022, Other trusteeship: ALDBOURNE YOUTH COUNCIL,

MHAIRI TRAYES Appointed: 2021

MICHELLE MILES (Chair) Appointed: 2018

SADIE DARLING-HEWITT Appointed: 2022

SAMANTHA ROLFE-HOANG Appointed: 2023

Legal constitution

Charity registered in England & Wales on 16/05/1995, number: 1046455

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR16: 19 days late, AR07: 84 days late,

Main office

ST MICHAEL'S
C OF E AIDED PRIMARY SCHOOL
BACK LANE
ALDBOURNE
MARLBOROUGH
SN8 2BP

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL

Defined Area of Benefit:

THE CATCHMENT AREA OF THE SCHOOL

Data Sources