Finance Score: 2

Governance Score: -3

Support Score: 0

Strong growth: +2
No PartB

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

Large volunteers +5

Overall GiG Score: 4

ECCLESTON PTA

Parent Teacher Association that fundraises for Eccleston CE Primary School

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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
The Board is completely 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

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

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Highest pay bracket: less than £60,000

Established: 21 years

01244981000

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

School support organisations

How it operates

Other charitable activities

Where it operates

Cheshire West & Chester,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
15 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 Eccleston Primary School PTA
£1,562	21/10/2023	We would like to install a new agility trail at the school to ensure the children can improve their physical wellbeing and contribute to their overall experience at the school.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

IOAN SAID Appointed: 2019

COLETTE WILLIAMSON Appointed: 2021

KATE ADDISON Appointed: 2021

ROSLYN TOAN Appointed: 2019

SARA JONES Appointed: 2021

PAULA REVILL-JONES Appointed: 2019, Other trusteeship: FINDING HARMONY,

NICOLA JANE SAID (Chair) Appointed: 2020, Occupation: Commercial Director, Other trusteeship: GROUNDWORK NORTH WALES,

Legal constitution

Charity registered in England & Wales on 20/06/2003, number: 1098134

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR11: 280 days late, AR09: 3 days late, AR06: 122 days late, AR04: 91 days late,

Main office

ECCLESTON PRIMARY SCHOOL
EATON ROAD
ECCLESTON
CHESHIRE
CH4 9HD

Objectives

TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY1. DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL;2. ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS;

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE ECCLESTON CE PRIMARY SCHOOL

Data Sources