Finance Score: -2
Governance Score: -4
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • 12+ Trustees: -1
  • Dynamic board: +3
  • All female board: -3
  • Large volunteer base +5
Overall GiG Score: -1 ?

ST THOMAS' C. E. SCHOOL P.T.A.

We organise fund raising events within the school community to raise funds to benefit all pupils
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
  • The Board appears to be dynamic in terms of composition

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 are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
  • Why is the Board completely female?

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • 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
31/01/24£12£4£8n/an/an/an/an/an/a
31/01/23£11£22£-11n/an/an/an/an/an/a
31/01/22£10£12£-2n/an/an/an/an/an/a
31/01/21£7£5£2n/an/an/an/an/an/a
31/01/20?£12£14£-2n/an/an/an/an/an/a
31/01/18*£13£11£3n/an/an/an/an/an/a
31/01/17£12£12£0n/an/an/an/an/an/a
31/01/16*£6£6£0n/an/an/an/an/an/a
31/01/15*£10£10£0n/an/an/an/an/an/a
31/01/14*£13£13£0n/an/an/an/an/an/a
31/01/13£11£11£0n/an/an/an/an/an/a
31/01/12£14£14£0n/an/an/an/an/an/a
31/01/11£7£10£-4n/an/an/an/an/an/a
31/01/10£9£5£4n/an/an/an/an/an/a
31/01/09£10£16£-6n/an/an/an/an/an/a
31/01/08£10£11£0n/an/an/an/an/an/a
31/01/07*£10£5£5n/an/an/an/an/an/a
31/01/06*£8£2£6n/an/an/an/an/an/a
31/01/05£12£4£7n/an/an/an/an/an/a
31/01/04£8£8£0n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 28 years

07960827278

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Support for specific schools
How it operates
  • Makes grants to organisations
Where it operates
  • Knowsley, Liverpool City, Sefton, St Helens, Wirral,
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
Community Foundations for Lancashire & Merseyside - School History Trip
£1,000 06/03/2024
1
To subsidise a school trip to London for the children to take part in historical activities.
Community Foundations for Lancashire & Merseyside - Hothersall Lodge Residential Trip
£1,000 07/12/2022
The funding will to go towards year 3's residential trip to Hothersall Lodge in Lancashire as part of a field study on rivers.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split
Based on 12/13 persons

  • BETHAN DAVIES Appointed: 2023
  • CORITA HAND Appointed: 2023
  • DEBBIE RAINFORD Appointed: 2021
  • FERN SHIELDS Appointed: 2020
  • HANNAH HUGHES (Chair) Appointed: 2024
  • HELEN MILLWARD Appointed: 2019
  • JOANNE BROWN Appointed: 2023
  • LAURA RICE Appointed: 2021
  • MICHELLE FARRINGTON Appointed: 2024
  • PAULA WESTERMAN Appointed: 2017
  • RACHAEL PERKINS Appointed: 2019
  • SUZI MATTINSON Appointed: 2019
  • KATY REEVE Appointed: 2018
Legal constitution
  • Charity registered in England & Wales on 22/04/1997, number: 1061993
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Social media policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR18: 39 days late, AR16: 65 days late, AR15: 19 days late, AR14: 112 days late, AR07: 137 days late, AR06: 942 days late,
Main office

1 Coronation Road
Lydiate
LIVERPOOL
L31 2NE

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS OF THE SCHOOL

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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