Finance Score: 2

Governance Score: 1

Support Score: 7

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

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 10

MARWOOD CE INFANT SCHOOL (GREAT AYTON) SCHOOL FUND

Infant School

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently and there are significant future grants due to be received

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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
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	Volun- teers
31/03/23	£12	£3	£9	n/a	n/a	n/a	n/a	n/a	20
31/03/22	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£2	£2	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£4	£5	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£10	£8	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£7	£7	£0	£0	£0	£0	n/a	0	0
31/03/17	£6	£4	£2	£0	£0	£0	n/a	0	0
31/03/16	£7	£9	£-2	£0	£0	£0	n/a	0	0
31/03/15	£5	£6	£-1	£0	£0	£0	n/a	0	0
31/03/14	£7	£5	£3	£0	£0	£0	n/a	0	0
31/03/13	£6	£5	£1	£0	£0	£0	n/a	0	0
31/03/12	£5	£6	£0	£0	£0	£0	n/a	0	0
31/03/11	£5	£5	£0	£0	£0	£0	n/a	0	0
31/03/10	£6	£7	£0	£0	£0	£0	n/a	0	0
31/03/09	£5	£4	£0	£0	£0	£0	n/a	0	0
31/03/08	£4	£4	£0	£0	£0	£0	n/a	0	0
31/03/07	£4	£4	£0	£0	£0	£0	n/a	0	0
31/03/06	£3	£3	£0	£0	£0	£0	n/a	0	0
31/03/05	£4	£4	£0	£0	£0	£0	n/a	0	0
31/03/04	£4	£4	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.marwoodschool.org

admin@marwood.n-yorks.sch.uk

01642722389

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Other charitable activities

Where it operates

North Yorkshire,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
20 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 Marwood Church of England Infant School
£6,032	21/10/2023	We would like to provide new sleepers for our garden area, so the children can grow fruit and vegetables, plus a new sandpit and outside reading area for outdoor learning.
Masonic Trust - MCF Matched Funding
£360	08/02/2023	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DOROTHY ANNE WALTON Appointed: 2019

VICTORIA ELIZABETH BRADLEY Appointed: 2023

REV PAUL PEVERELL Appointed: 2013, Other trusteeship: 1ST GREAT AYTON SCOUT GROUP,

Legal constitution

Charity registered in England & Wales on 19/07/1995, number: 1048071

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

MARWOOD C OF E INFANT SCHOOL
LOW GREEN
GREAT AYTON
MIDDLESBROUGH
TS9 6NN

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL.

Defined Area of Benefit:

NOT DEFINED

Data Sources