Finance Score: -4

Governance Score: -3

Support Score: 7

Accounts filed more than 5 days late: -2 times
Deficit latest year: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
All female board: -3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 0

SEDGEFIELD PRIMARY SCHOOL PTFA

Build social bonds between parents, family and teachers. Organise activities to raise funds for resources or experiences which enhance the education and experience of the pupils at the school.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
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
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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income was lower than spending in the latest year

Established: 20 years

Spptfa@gmail.com

07493246664

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
27/10/22		£12	£15	£-3	n/a	n/a	n/a	n/a	n/a	15
27/10/21		£11	£9	£2	n/a	n/a	n/a	n/a	n/a	10
27/10/20		£11	£11	£-1	n/a	n/a	n/a	n/a	n/a	30
27/10/19	*	£14	£12	£2	n/a	n/a	n/a	n/a	n/a	8
27/10/18	*	£9	£7	£2	£0	£0	£0	n/a	0	0
26/10/17		£13	£15	£-1	£0	£0	£0	n/a	0	0
27/10/16	*	£5	£5	£0	£0	£0	£0	n/a	0	0
24/10/15		£5	£5	£0	£0	£0	£0	n/a	0	0
24/10/14		£5	£6	£-1	£0	£0	£0	n/a	0	0
24/10/13		£7	£7	£0	£0	£0	£0	n/a	0	0
15/10/12	*	£7	£3	£4	£0	£0	£0	n/a	0	0
15/10/11	*	£6	£5	£0	£0	£0	£0	n/a	0	0
15/10/10	*	£7	£4	£3	£0	£0	£0	n/a	0	0
15/10/09		£4	£7	£-4	£0	£0	£0	n/a	0	0
15/10/08		£2	£2	£0	£0	£0	£0	n/a	0	0
15/10/07		£7	£7	£1	£0	£0	£0	n/a	0	0
19/10/06	*	£13	£5	£8	£0	£0	£0	n/a	0	0
31/10/05		£4	£3	£1	£0	£0	£0	n/a	0	0
31/10/04		£3	£2	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes

How it operates

Makes Grants to Organisations
Provides other finance

Where it operates

Durham,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
15 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 Sedgefield Primary School PTFA
£1,018	21/10/2023	The funding will enable SPPTFA to run a peer mentoring programme for children and young people, certified by ASDAN, to offer emotional support to other children across the school.
County Durham Community Foundation - Sedgefield Primary School PTFA Trim Trail Expansion Project
£5,000	10/03/2022	The Trim Trail Expansion Project.
County Durham Community Foundation - Sedgefield Primary School PTFA Nursery Enrichment
£5,000	06/07/2017	Towards the Sedgefield Primary School PTFA Nursery Enrichment project.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANDREA COX Appointed: 2011, Other trusteeship: SEDGEFIELD OUT OF SCHOOL FUN CLUB,

EMMA FRANCIS Appointed: 2023

JAYNE ELWELL Appointed: 2023

KATHRYN CHURCHWARD Appointed: 2022

PAULA BAYLES Appointed: 2022

Legal constitution

Charity registered in England & Wales on 18/11/2003, number: 1100765

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR19: 41 days late, AR18: 75 days late, AR16: 133 days late, AR12: 467 days late, AR11: 252 days late, AR10: 617 days late, AR06: 1 days late,

Main office

Sedgefield Primary School
Rectory Row
Sedgefield
STOCKTON-ON-TEES
Cleveland
TS21 2BJ

Objectives

TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY:(1) 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 BUT IN PRACTICE THE CATCHMENT AREA OF SEDGEFIELD PRIMARY SCHOOL.

Data Sources