Finance Score: -8

Governance Score: -4

Support Score: 2

Accounts overdue -5
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
All female board: -3

Grant maker support: +2

Overall GiG Score: -10

FRIENDS OF AVALON PTA

The Friends of Avalon PTA objectives are to fundraise and provide for the benefit of the children and young people of Avalon School.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 4 trustees
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
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

Established: 12 years

www.avalonschool.org.uk

office@avalonsch.uk

01458443081

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
31/03/22	*	£0	£118	£-118	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£20	£18	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£68	£80	£-12	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£168	£32	£136	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£81	£23	£58	£0	£0	£0	n/a	0	6
31/03/17		£25	£20	£5	£0	£0	£0	n/a	0	0
31/03/16		£10	£10	£1	£0	£0	£0	n/a	0	0
31/03/15		£6	£0	£6	£0	£0	£0	n/a	0	0
31/03/14		£29	£3	£26	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training

How it operates

Acts as an umbrella or resource body

Where it operates

Somerset,

Who it helps

Children/Young People
People With Disabilities

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
The Clothworkers Foundation - Grant to Friends of Avalon School
£30,000	28/06/2018	Hydrotherapy pool for a charity which raises funds for a school for children with special needs in Somerset
Garfield Weston Foundation - Main Grants award
£25,000	05/06/2018	Hydrotherapy Pool Top-up
Garfield Weston Foundation - Main Grants award
£25,000	03/05/2017	New Hydrotherapy Pool

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ADELLE MUNRO (Chair) Appointed: 2020

AMY NORRIS Appointed: 2020

ANNABEL BATES Appointed: 2021

MICHELLE CASEY Appointed: 2021

Legal constitution

Charity registered in England & Wales on 05/03/2012, number: 1146241

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

9 returns made; AR22: 19 days late,

Main office

Avalon School
Brooks Road
Street
BA16 0PS

Objectives

THE OBJECTS OF THE ASSOCIATION (THE OBJECTS) IS TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY:2.1 DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF, PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL;2.2 ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS.

Data Sources