Finance Score: -6

Governance Score: 2

Support Score: 5

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 1

PEAR TREE SPECIAL SCHOOL FUND

Pear Tree School is the Charity and it caters for students with severe and multiple and profound learning difficulties. The Charity raises money for the school to provide additional resources and equipment for the students. Pear Tree caters for students from the Preston, Wyre and Fylde area.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

There are only 4 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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 29 years

www.peartreeschool.co.uk

admin@peartree.lancs.sch.uk

01772 683609

Charity Commission for England and Wales

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		£60	£51	£9	n/a	n/a	n/a	n/a	n/a	15
31/08/22		£34	£16	£17	n/a	n/a	n/a	n/a	n/a	3
31/08/21		£27	£37	£-10	n/a	n/a	n/a	n/a	n/a	5
31/08/20		£102	£77	£25	n/a	n/a	n/a	n/a	n/a	10
31/08/19		£87	£184	£-97	n/a	n/a	n/a	n/a	n/a	20
31/08/18		£75	£39	£35	£0	£0	£0	n/a	0	0
31/08/17		£191	£220	£-29	£0	£0	£0	n/a	0	0
31/08/16		£140	£229	£-89	£0	£0	£0	n/a	0	0
31/08/15		£51	£17	£34	£0	£0	£0	n/a	0	0
31/08/14		£22	£20	£2	£0	£0	£0	n/a	0	0
31/08/13		£39	£44	£-4	£0	£0	£0	n/a	0	0
31/08/12		£22	£31	£-9	£0	£0	£0	n/a	0	0
31/08/11		£14	£15	£-1	£0	£0	£0	n/a	0	0
31/08/10		£67	£11	£56	£0	£0	£0	n/a	0	0
31/08/09?		£30	£83	£-52	£0	£0	£0	n/a	0	0
31/08/07	*	£60	£22	£38	£0	£0	£0	n/a	0	0
31/08/06		£62	£20	£42	£0	£0	£0	n/a	0	0
31/08/05		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/08/04		£32	£0	£32	£0	£0	£0	NAN	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides buildings/facilities/open space

Where it operates

Lancashire,

Who it helps

Children/Young People
People With Disabilities

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 Pear Tree Special School
£2,075	22/10/2022	We would like to pay professionals to give local children and teachers mental health awareness training.
Co-Operative Group - Grant to Pear Tree Special School
£2,770	23/10/2021	We plan to enhance our school productions with a musical performance for parents, friends and the community.
Co-Operative Group - Grant to Pear Tree Special School
£2,647	24/10/2020	Pear Tree School has identified a new inclusive adventure playground as the next whole school initiative.
Co-Operative Group - Grant to Pear Tree Special School
£4,155	15/11/2019	We want to offer new ways to experience play in water to children with severe, profound and multiple learning difficulties.
Co-Operative Group - Grant to Pear Tree Special School
£3,077	19/11/2018	We need robust, interesting and safe equipment to provide a stimulating, inclusive play space for our children.
Garfield Weston Foundation - Main Grants award
£25,000	05/06/2018	Early Years Project
The Clothworkers Foundation - Grant to Pear Tree Specialist School
£10,000	30/06/2016	purchase of digital equipment and furniture for a charity which works with disabled children in Preston

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ANNE FIELDING Appointed: 2013, Other trusteeship: PEAR TREE HOLIDAY CLUB (KIRKHAM) LTD,

JAMES ROMER Appointed: 2021

KATE WALKER (Chair) Appointed: 2018

WILLIAM JOHN GALE Appointed: 2021

Legal constitution

Charity registered in England & Wales on 20/02/1995, number: 1044250

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR07: 91 days late,

Main office

PEAR TREE SCHOOL
29 STATION ROAD
KIRKHAM
PRESTON
LANCASHIRE
PR4 2HA

Objectives

TO ADVANCE THE EDUCATION OF PUPILS OF PEAR TREE SPECIAL SCHOOL BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL RECREATIONAL AND OTHER CHARITABLE FACILITIES IN AUGMENTATION OF SUCH FACILITIES FINANCED BY THE LOCAL EDUCATION AUTHORITY

Defined Area of Benefit:

NOT DEFINED

Data Sources