Finance Score: -6

Governance Score: -1

Support Score: 1

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

No conflicts policy: -1
Dynamic board: +3
All female board: -3

Grant maker support: +1

Overall GiG Score: -6

EAST WORLINGTON PRE SCHOOL AND PRIMARY SCHOOL PTFA

Parents Teachers & Friends Association

Analysis by Giving is Great

Positives:

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:

This charity does not have a Conflict of Interests policy
The Board is completely female

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

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

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 22 years

www.worlingtonptfa.org

admin@east-worlington-primary.devon.sch.uk

01884860567

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Provides buildings/facilities/open space
Provides other finance

Where it operates

Devon,

Who it helps

Children/Young People

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
Devon Community Foundation - School Garden Project
£5,000	18/06/2019 10	contributing towards an outdoor classroom, part of the development of the existing school garden into a more usable one available for use all year by pupils and the local community

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ANGELA LUNN Appointed: 2020

CATHERINE SHERE Appointed: 2023

COLETTE HOSEGOOD Appointed: 2020

GEMMA ELSWORTHY Appointed: 2019

JENNIFER COOKE Appointed: 2019

REBECCA PALMER Appointed: 2021

SUZIE PINN Appointed: 2016

ZOE NORMAN Appointed: 2021

Legal constitution

Charity registered in England & Wales on 01/08/2002, number: 1093250

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR14: 294 days late, AR12: 210 days late, AR07: 121 days late, AR06: 310 days late, AR05: 478 days late, AR04: 843 days late,

Main office

EAST WORLINGTON PRIMARY SCHOOL
EAST WORLINGTON
CREDITON
EX17 4TS

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL IN PARTICULAR BY2.1 DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN STAFF PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL;2.2 ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS.

Defined Area of Benefit:

EAST WORLINGTON SCHOOL

Data Sources