Finance Score: -1

Governance Score: 4

Support Score: 0

Spending falling: -1
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 8

THE DALES SCHOOL FUND

We are a school for pupils with severe learning difficulties from 2-19. We provide a broad and balanced curriculum which meets the statutory requirements of the national curriculum.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/03/23		£12	£3	£9	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£4	£2	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£3	£1	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£11	£3	£8	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£23	£4	£19	n/a	n/a	n/a	n/a	n/a	50
31/03/18		£7	£4	£3	£0	£0	£0	n/a	0	0
31/03/17		£8	£87	£-79	£0	£0	£0	n/a	0	0
31/03/16		£19	£4	£14	£0	£0	£0	n/a	0	0
31/03/15		£62	£5	£57	£0	£0	£0	n/a	0	0
31/03/14		£2	£7	£-5	£0	£0	£0	n/a	0	0
31/03/13		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/03/12		£0	£3	£-3	£0	£0	£0	n/a	0	0
31/03/11	*	£12	£14	£-2	£0	£0	£0	n/a	0	0
31/03/10		£10	£16	£-5	£0	£0	£0	n/a	0	0
31/03/09		£32	£22	£10	£0	£0	£0	n/a	0	0
31/03/08	*	£18	£22	£-4	£0	£0	£0	n/a	0	0
31/03/07		£20	£36	£-16	£0	£0	£0	n/a	0	0
31/03/06		£18	£22	£-4	£0	£0	£0	n/a	0	0
31/03/05		£22	£16	£6	£0	£0	£0	n/a	0	0
31/03/04		£17	£20	£-3	£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

www.thedalesschool.org

finance@thedalesschool.org

01609772932

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
Recreation
Religious Activities

GiG Classification

School support organisations

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

North Yorkshire,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
8 volunteers

Who's supporting 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 The Dales School, Morton-on-Swale
£2,265	23/10/2021	We want to buy a minibus so we can continue to travel into the wider community to volunteer.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees:

ANDREW RICKARD Appointed: 2018

ANGELA WALDOCK Appointed: 2023

ANN-MARIE ELLIS Appointed: 2016

CLAIRE TURNER Appointed: 2022

JENNY HINDE Appointed: 2019

MARK HOLMES Appointed: 2023

SUE THURMAN Appointed: 2020

VENETIA WRIGLEY Appointed: 2022, Occupation: Housewife, Other trusteeships: RACING WELFARE, TWO RIDINGS COMMUNITY FOUNDATION,

NEIL IRVING (Chair) Appointed: 2023, Occupation: Local Government Officer, Other trusteeships: YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION, WOODSMITH FOUNDATION LIMITED,

Legal constitution

Charity registered in England & Wales on 24/08/1995, number: 1048839

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 policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal risk management policy and procedures
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
Trustee expenses policy and procedures

Filing Record

20 returns made; AR11: 1 days late, AR08: 154 days late,

Main office

MORTON ON SWALE
NORTHALLERTON
NORTH YORKSHIRE
DL7 9QW

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS OF THE DALES SCHOOL BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES IN AUGMENTATION OF SUCH FACILITIES FINANCED BY THE LOCAL EDUCATION AUTHORITY

Defined Area of Benefit:

NOT DEFINED

Data Sources