Finance Score: 0

Governance Score: -4

Support Score: 5

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2

Large volunteers +3
Overall weighted support: +2

Overall GiG Score: 1

THE FRIENDS OF HERONS DALE PRIMARY SCHOOL

Encouraging parents to become involved in their children's education. Fundraising to provide goods and/or services to support the school and advance the education of the pupils. Social events for parents and/or pupils. Developing and/or maintaining the school's links with the local community. Developing effective relationships by ensuring parents' views are represented.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24		£22	£17	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23	*	£10	£5	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£19	£26	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£11	£13	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£28	£7	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£8	£29	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£5	£9	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£27	£7	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£7	£2	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 11 years

www.heronsdale.co.uk/friendsofheronsdale

fohd@heronsdale.co.uk

01273 596904

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Support for specific schools

How it operates

Provides other finance

Where it operates

West Sussex,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Friends of Herons Dale Primary School
£13,957	23/10/2021	We would like to build a wooden building as an outdoor classroom for inclusive access to outdoor learning all year round. An outdoor classroom would help facilitate further community involvement.
Co-Operative Group - Grant to Herons Dale Primary School
£9,446	24/10/2020	We aim to improve the space in which our children cook, giving them further chances to practise important life skills.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

SAMANTHA EVANS (Chair) Appointed: 2017

TRACY VISE Appointed: 2021

Legal constitution

Charity registered in England & Wales on 20/12/2013, number: 1155102

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

9 returns made; AR23: 19 days late,

Main office

Herons Dale Primary School
Hawkins Crescent
Shoreham-by-Sea
BN43 6TN

Objectives

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