Finance Score: -12

Governance Score: 1

Support Score: 1

Accounts overdue -5
Accounts filed more than 5 days late: -4 times
Volatile income: -3
No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -10

FIVEWAYS SCHOOL TRUST

The Trust objects are to provide for the benefit of the children of Fiveways Special School.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 and returns have been filed late on 4 occasions over the last 5 years
Income has been volatile recently

Established: 38 years

Mcollis@educ.somerset.gov.uk

01935476227

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
05/04/22	*	£27	£19	£8	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£28	£22	£5	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£23	£21	£2	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£56	£22	£34	n/a	n/a	n/a	n/a	n/a
05/04/18		£14	£18	£-4	£0	£0	£0	n/a	0
05/04/17		£466	£601	£-135	£0	£0	£0	n/a	0
05/04/16		£63	£18	£45	£0	£0	£0	n/a	0
05/04/15		£23	£18	£5	£0	£0	£0	n/a	0
05/04/14		£6	£23	£-17	£0	£0	£0	n/a	0
05/04/13		£374	£208	£166	£0	£0	£0	n/a	0
05/04/12		£238	£245	£-7	£0	£0	£0	n/a	0
05/04/11		£27	£30	£-3	£0	£0	£0	n/a	0
05/04/10		£91	£104	£-13	£0	£0	£0	n/a	0
05/04/09		£344	£431	£-86	£0	£0	£0	n/a	0
05/04/08	*	£117	£10	£107	£0	£0	£0	n/a	0
05/04/07	*	£43	£50	£-7	£0	£0	£0	n/a	0
05/04/06		£183	£227	£-44	£0	£0	£0	n/a	0
05/04/05	*	£97	£28	£70	£0	£0	£0	n/a	0
05/04/04		£111	£20	£91	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

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
Garfield Weston Foundation - Main Grants award
£10,000	25/06/2021	All Inclusive' Outdoor Playground at Fiveways School
The Clothworkers Foundation - Grant to Fiveways School Trust
£50,000	24/02/2016	Building extenstion and refurbishment at a special needs school in Somerset

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Gender Split

AMY NORRIS Appointed: 2017

JOHN KENNETH LAMB

LOUISE THOMAS

MALCOLM KENNETH GULLIVER

MR A RANKIN

MR J FOX

MR M COLLIS

MR STUART MCCABE Appointed: 2012

MS KATE ORGAN

NEIL DOWNTON

TRISHA PERRY Appointed: 2014

IAN DISHINGTON DODDS Appointed: 2019, Other trusteeships: THE ROTARY CLUB OF SHERBORNE MEMORIAL FUND, ROTARY CLUB OF SHERBORNE CASTLES FUNDRAISERS LIMITED, SHERBORNE AREA YOUTH & COMMUNITY CENTRE,

MARK PORTER Appointed: 2013, Other trusteeship: THE YEOVIL DAY CENTRE SOCIETY,

Legal constitution

Charity registered in England & Wales on 04/08/1986, number: 294893

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR22: 67 days late, AR21: 11 days late, AR20: 26 days late, AR19: 372 days late, AR08: 2 days late, AR07: 1 days late, AR05: 31 days late,

Main office

FIVEWAYS SCHOOL
VICTORIA ROAD
YEOVIL
SOMERSET
BA21 5AZ

Objectives

THE BENEFIT OF FIVEWAYS SPECIAL SCHOOL.

Defined Area of Benefit:

CATCHMENT AREA OF FIVEWAYS SPECIAL SCHOOL

Data Sources