Finance Score: 2

Governance Score: -8

Support Score: 0

Strong growth: +2
No PartB

No volunteer policy: -2
No conflicts policy: -1
All female board: -3
Multiple returns filed late: -2

Large volunteer base +5

Overall GiG Score: -1

FRIENDS OF EAST HARPTREE SCHOOL

Raises money for the local village Primary 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 a grant maker recently
There has been strong growth in spending over the last 5 years

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
Why is the Board completely female?
Over half the Board have joined recently
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£12	£10	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£5	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£4	£2	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19?	*	£5	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16	*	£8	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15	*	£5	£10	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12	*	£3	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£3	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£2	£5	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08		£8	£4	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£6	£4	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 32 years

01761221147

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Support for specific schools

How it operates

Makes grants to organisations

Where it operates

Bath And North East Somerset,

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
Somerset Community Foundation - East Harptree primary school visits to community farm
£2,000	08/02/2023	Grant to East Harptree VC Primary School

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CLAIRE MELTON Appointed: 2023

JODY ANN JUDD (Chair) Appointed: 2018

ROSIE PEAT Appointed: 2023

Legal constitution

Charity registered in England & Wales on 18/05/1993, number: 1021131

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR20: 225 days late, AR19: 591 days late, AR16: 10 days late, AR15: 117 days late, AR14: 68 days late, AR12: 20 days late,

Main office

East Harptree C Of E Primary School
Church Lane
East Harptree
BRISTOL
BS40 6BD

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL.

Defined Area of Benefit:

IN PRACTICE THE CATCHMENT AREA OF THE SCHOOL

Data Sources

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