Finance Score: -2

Governance Score: -4

Support Score: 1

Multiple Deficits: -2
No PartB

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

Overall weighted support: +1

Overall GiG Score: -5

FRIENDS OF WILLOWDOWN PRIMARY & NURSERY SCHOOL

Fundraising through Fayre's, Bingo, Disco. Raffle etc. to raise money to support the children in their classrooms and activities enhancing their experiences of learning. These are ran in the the school or local community hall

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Why is the Board completely female?

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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	*	£7	£9	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
14/09/21		£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
14/09/20		£11	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
14/09/19	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
14/09/18	*	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
14/09/17		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
14/09/16		£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 9 years

Willowdownprimary.co.uk

WillowdownPrimaryP.T.F.A@outlook.com

01278 558758

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

How it operates

Provides services

Where it operates

Somerset,

Who it helps

Children/Young People

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
Somerset Community Foundation - Outdoor natural classroom and woodlands
£5,000	07/05/2020 7	Development of an outdoor natural classroom and woodland area with access for the wider community

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CARLY PALUMBO Appointed: 2024

CRISTINA PETRI Appointed: 2022

JOANNA LEWIS Appointed: 2019

SARAH VICTORIA BAKER Appointed: 2019, Occupation: Trustee

Legal constitution

Charity registered in England & Wales on 15/06/2015, number: 1162189

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

8 returns made; AR23: 5 days late, AR19: 32 days late, AR18: 90 days late,

Main office

c/o Willowdown Primary Academy
Kings Drive
BRIDGWATER
Somerset
TA6 4FU

Objectives

TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY:1) DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE 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.

Data Sources

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