Finance Score: -4

Governance Score: -4

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No conflicts policy: -1
Static board: -3

No supporters identified

Overall GiG Score: -8

SOUTH LAKE PRIMARY SCHOOL PARENT, TEACHERS AND FRIENDS ASSOCIATION

Christmas Fayre and summer Family Fun Day - stalls and prizes eg tombolas, games for children and adults Termly Children's discosSale of uniform (second hand)Webb Ivory, FairTrade and Yellow Moon catalogue salesMothers Day & Fathers Day Gift Rooms0001

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static

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
Income has been volatile recently

Established: 26 years

www.southlake.wokingham.sch.uk

southlake.ptfa@gmail.com

01189691672

Charity Commission for England and Wales

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
31/07/22		£6	£1	£5	n/a	n/a	n/a	n/a	n/a	0
31/07/21		£6	£4	£2	n/a	n/a	n/a	n/a	n/a	0
31/07/20		£5	£1	£3	n/a	n/a	n/a	n/a	n/a	0
31/07/19	*	£15	£11	£4	n/a	n/a	n/a	n/a	n/a	450
31/07/18		£18	£19	£-1	£0	£0	£0	n/a	0	450
31/07/17		£15	£12	£3	£0	£0	£0	n/a	0	0
31/07/16		£15	£22	£-7	£0	£0	£0	n/a	0	0
31/07/15		£11	£10	£1	£0	£0	£0	n/a	0	0
31/07/14		£14	£10	£4	£0	£0	£0	n/a	0	0
31/07/13		£14	£13	£0	£0	£0	£0	n/a	0	0
31/07/12		£10	£5	£5	£0	£0	£0	n/a	0	0
31/07/11		£23	£40	£-17	£0	£0	£0	n/a	0	0
31/07/10		£13	£7	£6	£0	£0	£0	n/a	0	0
31/07/09	*	£12	£7	£5	£0	£0	£0	n/a	0	0
31/07/08		£11	£12	£-1	£0	£0	£0	n/a	0	0
31/07/07		£10	£8	£2	£0	£0	£0	n/a	0	0
31/07/06	*	£12	£15	£-2	£0	£0	£0	n/a	0	0
31/07/05		£10	£5	£5	£0	£0	£0	n/a	0	0
31/07/04		£11	£13	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Organisations

Where it operates

Wokingham,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

JOHN NEWTON Appointed: 2019

LAURA CULLEY Appointed: 2012

MRS A BUTLER-WILLIS Appointed: 2017

TRACEY OWEN Appointed: 2012

Legal constitution

Charity registered in England & Wales on 04/11/1997, number: 1065477

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 302 days late, AR09: 7 days late, AR06: 25 days late,

Main office

SOUTHLAKE PRIMARY SCHOOL
CAMPBELL ROAD
WOODLEY
READING
RG5 3NA

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL. IN FURTHERANCE OF THE OBJECTS THE ASSOCIATION MAY;DEVELOP MORE EXTENDED RELATIONSHIPS BETWEEN STAFF, PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL.ENGAGE IN ACTIVITIES WHICH SUPPORT THE SCHOOL AN ADVANCE THE EDUCATION OF THE PUPILS ATTENDING IT.PROVIDE AND ASSIST IN THE PROVISION OF SUCH FACILITIES OR ITEMS FOR THE EDUCATION AT THE SCHOOL ( NOT PROVIDED FROM STATUTORY FUNDS ) AS THE COMMITTEE SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources