Finance Score: -6

Governance Score: -5

Support Score: 0

Accounts filed more than 5 days late: -3 times
Volatile income: -3
No PartB

No volunteer policy: -2
All female board: -3

Large volunteers +3

Overall GiG Score: -8

FRIENDS OF OAKE, BRADFORD & NYNEHEAD SCHOOL

Fundraising to benefit Oake Brandford and Nynehead School

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently

Established: 22 years

obnpta@gmail.com

01823461033

Charity Commission for England and Wales

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
01/09/23		£17	£15	£2	n/a	n/a	n/a	n/a	n/a	7
01/09/22	*	£27	£18	£10	n/a	n/a	n/a	n/a	n/a	9
01/09/21		£7	£4	£3	n/a	n/a	n/a	n/a	n/a	0
01/09/20	*	£12	£17	£-5	n/a	n/a	n/a	n/a	n/a	12
01/09/19?	*	£24	£17	£7	n/a	n/a	n/a	n/a	n/a	15
24/10/18	*	£23	£19	£4	£0	£0	£0	n/a	0	0
31/10/17		£21	£12	£9	£0	£0	£0	n/a	0	0
31/10/16		£18	£24	£-5	£0	£0	£0	n/a	0	0
31/10/15		£14	£8	£6	£0	£0	£0	n/a	0	0
31/10/14?		£3	£9	£-6	£0	£0	£0	n/a	0	0
31/08/13		£8	£8	£0	£0	£0	£0	n/a	0	0
31/08/12		£12	£8	£5	£0	£0	£0	n/a	0	0
31/08/11		£9	£13	£-4	£0	£0	£0	n/a	0	0
31/08/10		£5	£11	£-5	£0	£0	£0	n/a	0	0
31/08/09		£5	£7	£-3	£0	£0	£0	n/a	0	0
31/08/08		£8	£5	£3	£0	£0	£0	n/a	0	0
31/08/07		£6	£6	£0	£0	£0	£0	n/a	0	0
31/08/06	*	£10	£10	£0	£0	£0	£0	n/a	0	0
31/08/05		£9	£11	£-2	£0	£0	£0	n/a	0	0
31/08/04		£7	£6	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Other charitable activities

Where it operates

Somerset,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
7 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
Somerset Community Foundation - PTA notice board
£2,000	15/11/2021	PTA notice board

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CAROLINE BALL Appointed: 2022

ELIZA SUMMERS (Chair) Appointed: 2020

JULIE JONES Appointed: 2017, Other trusteeship: ASHWELLS CHARITABLE TRUST,

LOUISE SLABBERT Appointed: 2023

Legal constitution

Charity registered in England & Wales on 04/09/2002, number: 1093712

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 120 days late, AR20: 22 days late, AR19: 64 days late, AR18: 33 days late, AR06: 138 days late,

Main office

GARDENERS HALL
BACK LANE
BRADFORD ON TONE
TAUNTON
TA4 1HH

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL IN PARTICULAR BY1. DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN 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 OAKE & BRADFORD C.P SCHOOL

Data Sources