Finance Score: -3

Governance Score: -5

Support Score: 0

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

No conflicts policy: -1
Only 4 Trustees: -1
All female board: -3

No supporters identified

Overall GiG Score: -8

TRINITY FIELDS PTA

To advance the education of pupils accessing the school in particular by developing effective relationships between staff, parents and children by running family events throughout the year at the school which all families can access. We provide equipment , resources, and facilities which support the school and pupils education formally and informally.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Why are there only 4 trustees?
Why is the Board completely female?

Financial issues to consider:

Income has been volatile and on several occasions in recent years 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		£10	£73	£-63	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£17	£3	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£1	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£58	£58	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£82	£14	£68	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£4	£3	£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: 8 years

www.Trinityfieldsschoolandresourcecentre

01443866000

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Support for specific schools

How it operates

Other charitable activities

Where it operates

Caerphilly,

Who it helps

Children/Young People
People With Disabilities

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
Masonic Trust - MCF Matched Funding
£1,000	14/12/2022	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DEBORAH SAPEY Appointed: 2023

ELIZABETH BARKER Appointed: 2023

GERALDINE SMALLMAN (Chair) Appointed: 2015

LEANNE BOARDMAN Appointed: 2015

Legal constitution

Charity registered in England & Wales on 01/02/2017, number: 1171414

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

7 returns made; AR19: 274 days late,

Main office

TRINITY FIELDS SPECIAL SCHOOL
CAERPHILLY ROAD
YSTRAD MYNACH
HENGOED
CF82 7XW

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 SCHOOL2) 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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