Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -6

ABBOTS FARM JUNIOR SCHOOL PTFA

Our PTFA consists of a group of parents, staff and friends of the school who join together to hold events throughout the year. The money that we raise is used to purchase resources and experiences that benefit all of our pupils. Recent purchases include musical instruments, a Christmas pantomime and home/school planners for every child. We also help to build links with the local community.

Analysis by Giving is Great

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
On several occasions in recent years income has been 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
31/08/23		£6	£7	£-1	n/a	n/a	n/a	n/a	n/a
31/08/22		£6	£4	£2	n/a	n/a	n/a	n/a	n/a
31/08/21		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/08/20		£3	£6	£-3	n/a	n/a	n/a	n/a	n/a
31/08/19		£7	£6	£0	n/a	n/a	n/a	n/a	n/a
31/08/18		£7	£5	£2	£0	£0	£0	n/a	0
31/08/17		£8	£8	£0	£0	£0	£0	n/a	0
31/08/16?		£6	£7	£-1	£0	£0	£0	n/a	0
31/07/15		£7	£4	£3	£0	£0	£0	n/a	0
31/07/14		£5	£5	£0	£0	£0	£0	n/a	0
31/07/13		£4	£5	£-1	£0	£0	£0	n/a	0
31/07/12		£5	£3	£2	£0	£0	£0	n/a	0
31/07/11		£3	£2	£0	£0	£0	£0	n/a	0
31/07/10	*	£1	£1	£0	£0	£0	£0	n/a	0
31/07/09		£3	£1	£1	£0	£0	£0	n/a	0
31/07/08		£3	£3	£0	£0	£0	£0	n/a	0
31/07/07		£5	£4	£0	£0	£0	£0	n/a	0
31/07/06		£6	£4	£2	£0	£0	£0	n/a	0
31/07/05		£5	£5	£0	£0	£0	£0	n/a	0
31/07/04		£5	£5	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 21 years

www.abbotsfarm.co.uk

PTA2421.c@welearn365.com

01788576074

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Other charitable activities

Where it operates

Warwickshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CAROLINE WARNECK (Chair) Appointed: 2021

CATHERINE MARKS Appointed: 2023, Other trusteeship: ABBOTS FARM FRIENDS,

EMMA ROGERS Appointed: 2021

Legal constitution

Charity registered in England & Wales on 20/11/2003, number: 1100821

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

20 returns made; AR10: 13 days late,

Main office

Abbots Farm Junior School
Abbotts Way
Rugby
CV21 4AP

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

Data Sources