Finance Score: 3

Governance Score: 9

Support Score: 2

Good reserves management: +3
Strong growth: +2
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +2

Overall GiG Score: 14

PATA (UK)

ENHANCE DEVELOPMENT,CARE AND EDUCATION OF CHILDREN PRIMARILY UNDER SCHOOL AGE AND CHILDREN AND YOUNG PEOPLE OF SCHOOL AGE BY ENCOURAGING PARENTS TO UNDERSTAND AND PROVIDE FOR NEEDS OF THEIR CHILDREN THROUGH COMMUNITY GROUPS.ENCOURAGE FORMATION OF GROUPS OFFERING PLAY,EDUCATION AND CARE;OFFER SUPPORT AND ENCOURAGEMENT TO GROUPS; ENCOURAGE STUDY OF NEEDS OF CHILDREN AND FAMILIES.PROVIDE TRAINING.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£865	£964	£-99	£0	£356	£318	4	54	2
31/08/22		£1,067	£992	£75	£0	£455	£407	4.9	54	3
31/08/21		£782	£819	£-36	£0	£380	£353	5.2	52	3
31/08/20		£818	£751	£67	£3	£416	£388	6.2	53	5
31/08/19		£718	£658	£60	£3	£350	£348	6.3	47	4
31/08/18	*	£666	£575	£91	£5	£290	£223	4.7	44	0
31/08/17		£608	£490	£118	£7	£199	£172	4.2	38	0
31/08/16		£260	£256	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15?	*	£468	£441	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£312	£385	£-74	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£422	£453	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£353	£406	£-54	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£407	£368	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£394	£387	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£418	£247	£171	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 10%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 8.5

Asset Split ?

Balance Sheet History

Established: 17 years

www.pataglos.org.uk

info@pataglos.org.uk

01452541244

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Child day-care services

How it operates

Acts as an umbrella or resource body
Makes grants to organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Gloucestershire, Herefordshire, Monmouthshire, Oxfordshire, South Gloucestershire, Warwickshire, Worcestershire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Barnwood Trust - Organisational and Groups Funding
£10,280	14/09/2021	Outdoor sensory room
National Lottery Community Fund - The PATA Toddler Project
£134,563	12/01/2011 36	This project in Gloucestershire provides training and support to parents through baby and toddler groups. The grant will restore, revitalise and expand the project to new areas in Gloucestershire. Specially tailored training plans will be provided ....more This project in Gloucestershire provides training and support to parents through baby and toddler groups. The grant will restore, revitalise and expand the project to new areas in Gloucestershire. Specially tailored training plans will be provided for parents running the groups, with project staff also given ongoing personal support and advice areas such as organisational skills, financial management, children's activity ideas, legal issues, health and safety, and support service for parents and families.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-66

DEREK STANLEY JONES Appointed: 2020, Occupation: Solicitor

DR AMY WILLIAMS Appointed: 2015, Occupation: Project Manager

HONESTY JANE WALKER Appointed: 2023, Occupation: Lead Practitioner For Sendco

KAREN SUSAN HEATON-JONES Appointed: 2014, Occupation: Licensed Insolvency Practitioner

NICOLA CRANFIELD (Chair) Appointed: 2020, Occupation: Self Employed

SEAN ALLEN Appointed: 2023, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 28/05/2008, number: 1124222
Registered at Companies House on 20/03/2008, number: 06541176

Gift Aid

Registered with HMRC for Gift Aid

Event History

07/10/2016 - Asset transfer in from TINY TOTS PLAYGROUP (LONGLEVENS)
07/10/2016 - Asset transfer in from ELMBRIDGE UNDER FIVES
07/10/2016 - Asset transfer in from PENGUINS PRE-SCHOOL CENTRE
25/01/2019 - Asset transfer in from KEMBLE AND DISTRICT PLAYGROUP
15/02/2020 - Asset transfer in from FUNBUSTERS @ EVERLANDS
28/09/2022 - Asset transfer in from ST AUGUSTINES PLAYGROUP
08/11/2022 - Asset transfer in from SUNSHINE CORNER UNDER 5'S
10/07/2023 - Asset transfer in from WINCHCOMBE PLAYGROUP

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR18: 3 days late, AR15: 5 days late,

Recent reorganisation events:

Asset transfer in from FUNBUSTERS @ EVERLANDS on 15/02/2020

....more

Main office

P A T A
Chequers Bridge Centre
Painswick Road
GLOUCESTER
GL4 6PR

Objectives

3.1 TO ENHANCE THE DEVELOPMENT, CARE AND EDUCATION OF CHILDREN PRIMARILY UNDER STATUTORY SCHOOL AGE AND ALSO OF CHILDREN AND YOUNG PEOPLE OF SCHOOL AGE BY ENCOURAGING PARENTS TO UNDERSTAND AND PROVIDE FOR THE NEEDS OF THEIR CHILDREN THROUGH COMMUNITY GROUPS; AND3.2 TO ENCOURAGE THE FORMATION OF GROUPS OFFERING APPROPRIATE PLAY, EDUCATION AND CARE FACILITIES, TOGETHER WITH THE OPPORTUNITY FOR PARENTS TO TAKE RESPONSIBILITY FOR AND TO BECOME INVOLVED IN THE ACTIVITIES OF THESE GROUPS, ENSURING THAT SUCH GROUPS OFFER OPPORTUNITIES FOR ALL CHILDREN AND YOUNG PEOPLE WHATEVER THEIR RACE, CULTURE, RELIGION, MEANS OR ABILITY AND OFFERING CONTINUING SUPPORT, ENCOURAGEMENT AND HELP TO THESE GROUPS; AND3.3 TO ENCOURAGE THE STUDY OF THE NEEDS OF SUCH CHILDREN AND THEIR FAMILIES AND PROMOTE PUBLIC INTEREST IN THE RECOGNITION OF THESE NEEDS.

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources

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