Finance Score: -4

Governance Score: 0

Support Score: 7

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 3

BROOKFIELDS SCHOOL ASSOCIATION

To advance the education of pupils at Brookfields School, by assisting in the provision of facilities or resources [not required to be provided by the LEA] for their development.To promote the social inclusion and community development of pupils and their families, by providing opportunities and experiences not available or otherwise restricted due to disabilities at wider community events.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 47 years

https://www.brookfieldsschool.org/about/pta

office@brookfields.w-berks.sch.uk

01189421382

Charity Commission for England and Wales

Tweets

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
30/09/23		£13	£8	£5	n/a	n/a	n/a	n/a	n/a	20
30/09/22		£11	£11	£0	n/a	n/a	n/a	n/a	n/a	10
30/09/21		£15	£15	£1	n/a	n/a	n/a	n/a	n/a	10
30/09/20		£11	£20	£-10	n/a	n/a	n/a	n/a	n/a	25
30/09/19		£45	£40	£5	n/a	n/a	n/a	n/a	n/a	25
30/09/18		£58	£51	£7	£0	£0	£0	n/a	0	0
30/09/17		£27	£29	£-1	£0	£0	£0	n/a	0	0
30/09/16	*	£46	£46	£0	£0	£0	£0	n/a	0	0
30/09/15		£5	£26	£-21	£0	£0	£0	n/a	0	0
30/09/14?		£50	£40	£10	£0	£0	£0	n/a	0	0
31/08/13		£5	£6	£-1	£0	£0	£0	n/a	0	0
31/08/12	*	£5	£3	£2	£0	£0	£0	n/a	0	0
31/08/11	*	£5	£3	£2	£0	£0	£0	n/a	0	0
31/08/10		£5	£3	£2	£0	£0	£0	n/a	0	0
31/08/09	*	£6	£1	£5	£0	£0	£0	n/a	0	0
31/08/08		£8	£8	£0	£0	£0	£0	n/a	0	0
31/08/07		£11	£14	£-3	£0	£0	£0	n/a	0	0
31/08/06		£5	£6	£-2	£0	£0	£0	n/a	0	0
31/08/05		£12	£8	£4	£0	£0	£0	n/a	0	0
31/08/04		£11	£7	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes

How it operates

Other charitable activities
Provides other finance

Where it operates

West Berkshire,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
20 volunteers

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
Masonic Trust - MCF Matched Funding
£1,348	08/08/2022	Unrestricted matched funding in partnership with the local masonic province
Co-Operative Group - Grant to Brookfields School Association
£4,318	15/11/2019	We want to buy a specialist basket swing for our playground that can be used by younger pupils with learning and physical disabilities.
The Clothworkers Foundation - Grant to Brookfields School Association
£15,000	30/01/2018	purchase of a minibus for a charity which works with disabled people in Reading

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

CHARLOTTE WILSHIRE Appointed: 2017

CRAIG MCKAY Appointed: 2013

KAREN OWEN Appointed: 2015

KEITH MICHAEL SHAW (Chair) Appointed: 2023

KELLIE MATTHEW COLIN WILSON Appointed: 2021

MRS PAM PAXTON Appointed: 2015

Legal constitution

Charity registered in England & Wales on 02/06/1977, number: 273594

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR16: 59 days late, AR12: 98 days late, AR11: 138 days late, AR09: 43 days late,

Main office

BROOKFIELDS SCHOOL
SAGE ROAD
TILEHURST
READING
RG31 6SW

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS AT BROOKFIELDS SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT THE SCHOOL NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY:(A) FOSTER MORE EXTENDED RELATIONSHIPS BETWEEN THE STAFF, PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL,(B) ENGAGE IN ACTIVITIES WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS ATTENDING IT.

Defined Area of Benefit:

TILEHURST AND DISTRICT

Data Sources