Finance Score: 2

Governance Score: -1

Support Score: 3

Spending declining: -1
Multiple Deficits: -2
Future income +5
No PartB

No conflicts policy: -1

Grant maker support: +3

Overall GiG Score: 4

FRIENDS OF MARKSBURY SCHOOL PTA

Organising fundraising events to support the purchase of school equipment and pay for extra curricular activities. To arrange events which appeal to all parents of the school and which also develop their relationship with the school and teachers.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker and there are significant future grants due to be received

Regulatory & Governance issues to consider:

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
Spending is declining
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
31/08/23		£7	£10	£-3	n/a	n/a	n/a	n/a	n/a
31/08/22		£4	£10	£-6	n/a	n/a	n/a	n/a	n/a
31/08/21		£4	£1	£3	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£7	£5	£2	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£4	£12	£-8	n/a	n/a	n/a	n/a	n/a
31/08/18		£38	£34	£4	£0	£0	£0	n/a	0
31/08/17		£12	£3	£9	£0	£0	£0	n/a	0
31/08/16		£5	£8	£-2	£0	£0	£0	n/a	0
31/08/15		£5	£4	£1	£0	£0	£0	n/a	0
31/08/14	*	£5	£7	£-2	£0	£0	£0	n/a	0
31/08/13		£6	£4	£2	£0	£0	£0	n/a	0
31/08/12?		£5	£8	£-3	£0	£0	£0	n/a	0
31/10/11		£8	£7	£1	£0	£0	£0	n/a	0
31/10/10		£8	£6	£2	£0	£0	£0	n/a	0
31/10/09		£7	£12	£-6	£0	£0	£0	n/a	0
31/10/08		£7	£3	£5	£0	£0	£0	n/a	0
31/10/07?	*	£4	£2	£2	£0	£0	£0	n/a	0
31/10/05	*	£6	£6	£0	£0	£0	£0	n/a	0
31/10/04		£6	£3	£3	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.marksburyschool.org.uk

trustees@marksbury-pta.org.uk

01761470628

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

School support organisations

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 significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Friends of Marksbury School PTA
£4,900	19/12/2023 7	Towards a new low-carbon air-to-air heating system and an energy education programme.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

MARK BARRETT (Chair) Appointed: 2020

MIKAYLA BARTLETT Appointed: 2023

NATALIE DRANE Appointed: 2023

Legal constitution

Charity registered in England & Wales on 25/04/1995, number: 1046010

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR20: 3 days late, AR19: 212 days late, AR14: 63 days late, AR07: 123 days late, AR05: 104 days late,

Main office

Marksbury C of E Primary School
9 Marksbury
BATH
BA2 9HS

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS OF THE SCHOOL

Defined Area of Benefit:

IN PRACTICE-THE CATCHMENT AREA OF THE SCHOOL

Data Sources