Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2

Large volunteers +5

Overall GiG Score: -1

VALLEY PRIMARY SCHOOL PTFA

Activities & events organised by voluntary group, Friends of Valley, in order to raise funds for Valley Infant School. Donations to Valley Infant School to be used for the benefit of the children & the school.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
All of 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
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	Volun- teers
31/08/23		£11	£16	£-5	n/a	n/a	n/a	n/a	n/a	30
31/08/22		£7	£4	£3	n/a	n/a	n/a	n/a	n/a	0
31/08/21		£7	£4	£3	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£10	£10	£0	n/a	n/a	n/a	n/a	n/a	0
31/08/19		£7	£8	£-1	n/a	n/a	n/a	n/a	n/a	0
31/08/18		£6	£9	£-3	£0	£0	£0	n/a	0	0
31/08/17		£6	£3	£3	£0	£0	£0	n/a	0	0
31/08/16?		£7	£4	£2	£0	£0	£0	n/a	0	0
31/12/15		£7	£4	£2	£0	£0	£0	n/a	0	0
31/12/14		£6	£5	£2	£0	£0	£0	n/a	0	0
31/12/13		£4	£1	£3	£0	£0	£0	n/a	0	0
31/12/12		£6	£1	£5	£0	£0	£0	n/a	0	0
31/12/11	*	£4	£1	£3	£0	£0	£0	n/a	0	0
31/12/10		£7	£3	£4	£0	£0	£0	n/a	0	0
31/12/09		£8	£2	£5	£0	£0	£0	n/a	0	0
31/12/08		£8	£3	£5	£0	£0	£0	n/a	0	0
31/12/07	*	£11	£5	£6	£0	£0	£0	n/a	0	0
31/12/06		£6	£3	£3	£0	£0	£0	n/a	0	0
31/12/05		£6	£8	£-1	£0	£0	£0	n/a	0	0
31/12/04		£7	£7	£0	£0	£0	£0	n/a	0	0

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Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

VALLEYptfa@yahoo.com

01217434691

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

School support organisations

How it operates

Makes Grants to Organisations

Where it operates

Solihull,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

EMILY JOHNSON Appointed: 2023

TAMMY ABELL (Chair) Appointed: 2023

Legal constitution

Charity registered in England & Wales on 21/04/2004, number: 1103325

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Volunteer management

Filing Record

20 returns made; AR11: 131 days late, AR07: 1 days late,

Main office

Old Lode Lane
Solihull
WEST MIDLANDS
B92 8LW

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