Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

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

Large volunteers +5

Overall GiG Score: 5

AXBRIDGE CHURCH OF ENGLAND FIRST SCHOOL PARENT TEACHER ASSOCIATION

Provision of facilities for children at Axbridge C of E First School

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 several prominent grant makers recently
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
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

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		£15	£17	£-2	n/a	n/a	n/a	n/a	n/a	40
31/08/22	*	£6	£3	£3	n/a	n/a	n/a	n/a	n/a	0
31/08/21		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	0
31/08/20	*	£9	£7	£1	n/a	n/a	n/a	n/a	n/a	0
31/08/19		£13	£12	£0	n/a	n/a	n/a	n/a	n/a	10
31/08/18		£10	£13	£-3	£0	£0	£0	n/a	0	0
31/08/17		£10	£3	£7	£0	£0	£0	n/a	0	0
31/08/16	*	£11	£12	£-1	£0	£0	£0	n/a	0	0
31/08/15	*	£8	£9	£-1	£0	£0	£0	n/a	0	0
31/08/14		£3	£2	£1	£0	£0	£0	n/a	0	0
31/08/13		£9	£4	£5	£0	£0	£0	n/a	0	0
31/08/12		£6	£4	£2	£0	£0	£0	n/a	0	0
31/08/11		£5	£5	£0	£0	£0	£0	n/a	0	0
31/08/10		£6	£7	£0	£0	£0	£0	n/a	0	0
31/08/09		£5	£7	£-1	£0	£0	£0	n/a	0	0
31/08/08	*	£4	£3	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 17 years

pta@axbridgefirstschool.co.uk

07599202134

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Other charitable activities

Where it operates

Somerset,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
40 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 Axbridge First School Parent and Teacher Association
£1,218	21/10/2023	We would like funding for new books for all ages, experience days for children such as drumming, circus, yoga, and a forest school area to provide planting, shelters, resources, bug hotels.
Co-Operative Group - Grant to Axbridge First School PTA
£1,380	22/10/2022	We would like to pay for additional resources, such as outdoor equipment and a forest school area, to deliver experiences to enrich the children's education.
Co-Operative Group - Grant to Axbridge First School PTA
£1,086	23/10/2021	We want to enrich the education and wellbeing of the children in our community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANDREW MCLEOD Appointed: 2023

DAWN ODD Appointed: 2019

LORNA ADAMS Appointed: 2015

PHOEBE BRIGHT (Chair) Appointed: 2022

RACHEL CLARKSON Appointed: 2022

TONI HAEL Appointed: 2022

ANDREW HEBDEN Appointed: 2019, Other trusteeship: THE KATHLEEN JONES FAMILY CHARITY,

Legal constitution

Charity registered in England & Wales on 18/09/2007, number: 1120886

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures

Filing Record

16 returns made; AR22: 2 days late, AR20: 3 days late, AR16: 24 days late, AR15: 10 days late, AR08: 89 days late,

Main office

Axbridge C of E First School
Moorland Street
AXBRIDGE
BS26 2BA

Objectives

THE OBJECT OF THE ASSOCIATION (¶THE OBJECTS÷) IS TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY2.1 DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL;2.2 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 IN SOMERSET, WITHIN THE CATCHMENT AREA OF THE SCHOOL.

Data Sources