Finance Score: 0

Governance Score: 0

Support Score: 6

No PartB

Dynamic board: +3
All female board: -3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 6

HOLY TRINITY CE A PRIMARY SCHOOL PTA

School disco, Christmas fayre, summer fair, parents quiz night, cuckoo fayre, bonfire night and various other fundraisers, cake sales etc.

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
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely female
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

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
31/08/22		£29	£30	£-1	n/a	n/a	n/a	n/a	n/a	38
31/08/21		£30	£32	£-3	n/a	n/a	n/a	n/a	n/a	6
31/08/20		£42	£20	£22	n/a	n/a	n/a	n/a	n/a	100
31/08/19		£34	£40	£-6	n/a	n/a	n/a	n/a	n/a	100
31/08/18		£26	£21	£5	£0	£0	£0	n/a	0	16
31/08/17		£28	£27	£1	£0	£0	£0	n/a	0	0
31/08/16		£17	£17	£1	£0	£0	£0	n/a	0	0
31/08/15		£20	£14	£7	£0	£0	£0	n/a	0	0
31/08/14		£17	£13	£4	£0	£0	£0	n/a	0	0
31/08/13		£11	£8	£3	£0	£0	£0	n/a	0	0
31/08/12	*	£9	£7	£1	£0	£0	£0	n/a	0	0
31/08/11		£2	£5	£-3	£0	£0	£0	n/a	0	0
31/08/10	*	£20	£17	£3	£0	£0	£0	n/a	0	0
31/08/09	*	£12	£15	£-3	£0	£0	£0	n/a	0	0
31/08/08		£17	£12	£4	£0	£0	£0	n/a	0	0
31/08/07?	*	£18	£16	£2	£0	£0	£0	n/a	0	0
31/07/06		£16	£32	£-17	£0	£0	£0	n/a	0	0
31/07/05		£18	£11	£7	£0	£0	£0	n/a	0	0
31/07/04		£14	£9	£5	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.holytrinity-cuckfield.w-sussex.sch.uk

holytrinityptasec@gmail.com

01444 454295

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

West Sussex,

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
Co-Operative Group - Grant to Holy Trinity Primary School PTA
£1,427	22/10/2022	We would like to provide Holy Trinity Primary School with new agility equipment for the playground, which will improve the physical wellbeing of the children.
Co-Operative Group - Grant to Holy Trinity School Cuckfield
£1,418	23/10/2021	Furnishing the outdoor classroom will allow the children to benefit from education in a variety of different environments, enforcing the idea that learning can occur anywhere and at all times.
Sussex Community Foundation - Grant to Holy Trinity School Cuckfield PTA
£4,300	19/11/2020 4	Funding was provided towards the cost of an outdoor classroom.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ABIGAIL MARGARET ANN HARLEY Appointed: 2024

EMMA DRUVAN HUGHES Appointed: 2022

JENNIFER MARGARET BROWN Appointed: 2024

KATHARINE C D FINLEY Appointed: 2022

LAURA BIBBY Appointed: 2022

LAURA ELIZABETH MARY DUNBAR Appointed: 2020

LOUISE ELIZABETH HENDERSON Appointed: 2022

MADELEINE ELZABETH PENNY Appointed: 2024

PAULINA HECHENLEITNER - WHALLEY Appointed: 2019

SOPHIE LIGHTOLLER (Chair) Appointed: 2022

Legal constitution

Charity registered in England & Wales on 05/10/2001, number: 1088779

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR12: 85 days late, AR10: 2 days late, AR09: 4 days late, AR07: 84 days late,

Main office

Holy Trinity School
Glebe Road
Cuckfield
HAYWARDS HEATH
West Sussex
RH17 5BQ

Objectives

TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY1. DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL;2. ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS;

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE HOLY TRINITY CE A PRIMARY SCHOOL

Data Sources