WILLOW TREE PRIMARY SCHOOL PTFA

Charity number: 1129043
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity existing to improve the facilities for the children and with that in mind we organise our fundraising so that the students can be involved such as: Summer/Christmas Fairs, Discos and Treasure Hunts.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £30,896
Total expenditure: £29,863

People

6 Trustee(s)

15 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 07 April 2009: Standard registration
Organisation type:
Other
Other names:
  • WEDDERBURN INFANT & NURSERY SCHOOL PTFA (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emma Davies Trustee 17 November 2025
None on record
Lucy Rochelle Waterworth Trustee 17 November 2025
None on record
Katharine Louise Faircloth Trustee 17 November 2025
None on record
Sarah Leng Trustee 13 November 2024
None on record
Rachael Louise Bennion Trustee 01 April 2024
None on record
Helena Rebecca Worsnop Trustee 17 November 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £14.62k £19.07k £26.44k £32.06k £30.90k
Total expenditure £20.92k £4.93k £12.13k £45.56k £29.86k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2024 11 June 2025 On time
Accounts and TAR 31 August 2024 11 June 2025 On time Download Open in new window
Annual return 31 August 2023 30 June 2024 On time
Accounts and TAR 31 August 2023 30 June 2024 On time Download Open in new window
Annual return 31 August 2022 07 June 2023 On time
Accounts and TAR 31 August 2022 07 June 2023 On time Download Open in new window
Annual return 31 August 2021 27 January 2022 On time
Accounts and TAR 31 August 2021 Not required
Annual return 31 August 2020 03 July 2021 3 days late
Accounts and TAR 31 August 2020 Not required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 14/01/2009 AS AMENDED ON 03/11/2010

Charitable objects

TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY: DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL; ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED. IN PRACTICE, LOCAL.

Contact information

Address:
Willow Tree Primary School
Wetherby Road
HARROGATE
HG2 7SG
Phone:
01423883551
Email:
willowtreepta@gmail.com
Website:

No information available