Finance Score: -11

Governance Score: -4

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -4 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Static board: -3

No supporters identified

Overall GiG Score: -15

SCHOOL HOUSE IN CONNECTION WITH NORTON ST PHILIP CHURCH OF ENGLAND PRIMARY SCHOOL

receive income from investments and make grants in line with objects

Analysis by Giving is Great

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
Latest accounts are overdue for filing and returns have been filed late on 4 occasions over the last 5 years
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/22	*	£3	£2	£1	n/a	n/a	n/a	n/a	n/a
30/06/21		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£2	£1	£1	n/a	n/a	n/a	n/a	n/a
30/06/18	*	£2	£1	£1	£0	£0	£0	n/a	0
30/06/17		£2	£4	£-2	£0	£0	£0	n/a	0
30/06/16	*	£3	£4	£-1	£0	£0	£0	n/a	0
30/06/15		£3	£0	£3	£0	£0	£0	NAN	0
30/06/14		£3	£0	£3	£0	£0	£0	NAN	0
30/06/13	*	£3	£1	£2	£0	£0	£0	n/a	0
30/06/12		£2	£0	£2	£0	£0	£0	n/a	0
30/06/11	*	£2	£14	£-12	£0	£0	£0	n/a	0
30/06/10		£2	£4	£-2	£0	£0	£0	n/a	0
30/06/09		£3	£3	£0	£0	£0	£0	n/a	0
30/06/08		£4	£0	£4	£0	£0	£0	NAN	0
30/06/07	*	£3	£2	£2	£0	£0	£0	n/a	0
30/06/06	*	£3	£17	£-14	£0	£0	£0	n/a	0
30/06/05		£3	£4	£-1	£0	£0	£0	n/a	0
30/06/04	*	£3	£1	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 42 years

01373834438

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Somerset,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

GLENYS BROWN Appointed: 2018

MEGAN LEBER Appointed: 2016

MURIAL DUCKET Appointed: 2015

THOMAS MATTHEW RADLEY WHEELER Appointed: 2018

REV CAROLINE HELEN WALKER (Chair) Appointed: 2015, Other trusteeships: THE WELLS CLERICAL CHARITY, THE ST LAWRENCE FABRIC FUND IN MEMORY OF GILBERT KENNEDY CASSELS, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HARDINGTON VALE,

Legal constitution

Charity registered in England & Wales on 13/10/1982, number: 285396

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR22: 58 days late, AR20: 323 days late, AR19: 378 days late, AR18: 125 days late, AR16: 134 days late, AR13: 170 days late, AR11: 144 days late, AR07: 16 days late, AR06: 381 days late, AR04: 74 days late,

Main office

BREWERY HOUSE
NORTH STREET
NORTON ST. PHILIP
BATH
BA2 7LE

Objectives

(A) IN MAKING PAYMENTS TO THE GOVERNORS FOR THE TIME BEING OF THE SAID SCHOOL TO BE APPLIED BY THEM IN DISCHARGING THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944 TO 1981 WITH RESPECT TO THE MAINTENANCE OF THAT SCHOOL; (B) IN OR TOWARDS PROVIDING FOR THE SAID SCHOOL SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. (FOR FURTHER DETAILS SEE CLAUSE 22 OF SCHME 17TH MAY 1982). (C) IN OR TOWARDS PROVIDING LAND AND BUILDINGS TO BE SETTLED UPON TRUST FOR USE AS A RESIDENCE FOR A TEACHER AT THE SCHOOL.

Defined Area of Benefit:

PARISH OF NORTON ST PHILIP

Data Sources