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Annual Report and Financial Statements for the Year Ended 31 August 2020

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Annual Report and Financial Statements for the Year Ended 31 August 2020 Ormiston Academies Trust (a company limited by guarantee) Annual report and financial statements for the year ended 31 August 2020 Company Registration No. 06982127 (England and Wales) Annual report and financial statements Contents Contents Reference and administrative details .................................................................................................................................... 1 Trustees’ report .............................................................................................................................................................................. 3 Governance statement .............................................................................................................................................................. 19 Statement on regularity, propriety and compliance ................................................................................................... 24 Statement of trustees’ responsibilities .............................................................................................................................. 26 Independent auditor’s report on the financial statements ....................................................................................... 28 Statement of financial activities including income and expenditure account .................................................. 30 Balance sheet ................................................................................................................................................................................ 31 Statement of cash flows .......................................................................................................................................................... 32 Notes to the financial statements including accounting policies .......................................................................... 33 ii Annual report and financial statements Reference and administrative details Annual report and financial statements Reference and administrative details Reference and administrative detail Members The Ormiston Trust Peter Murray, OBE Dr Paul Hann (resigned 9 October 2020) Di Murray (appointed 9 October 2020) Trustees Dr Paul Hann (Chair of Trustees) Peter Murray, OBE (Founding Chairman) Ian Brookman Frances Hall Nick Hudson (Accounting Officer) Andrew Jones Bal Samra Karen Bramwell (appointed 10 September 2020) Janet Renou (appointed 1 November 2019) Kathryn Rutherford (appointed 1 September 2019, resigned 10 September 2020) Mark Stanyer (resigned 31 August 2020) Executive team Chief Executive Officer Nick Hudson National Director of Education Robert Pritchard National Director of Finance Joanne Dawson National Director of Estates and Technology James Miller National Director of HR and Operations Carmel Brown National Director of Teaching and Training Tuesday Humby National Director of Strategy and Quality Amelia Walker (resigned 13 July 2020) Improvement Company Secretary Sunita Yardley-Patel Company registration number 06982127 (England and Wales) Principal address and registered office 1 Victoria Square Birmingham B1 1BD Independent auditor RSM UK Audit LLP St Philips Point Temple Row Birmingham West Midlands B2 5AF Internal auditor Mazars LLP 45 Church Street Birmingham B3 2RT Bankers Lloyds Bank New Street Birmingham B2 4LP Solicitors Stone King LLP Boundary House 91 Charterhouse Street London EC1M 6HR 2 Annual report and financial statements Trustees’ report Annual report and financial statements Trustees’ report Trustees’ report The Trustees present their annual report together Method of recruitment and appointment with the financial statements and auditor’s report or election of Trustees of the charitable company for the year 1 September 2019 to 31 August 2020. The annual report serves Trustees are appointed in accordance with the the purposes of both a Trustees’ report, and a Articles of Association, they are appointed for four Directors’ report under company law. years and may be re-appointed. In selecting new Trustees, the Trust seeks to identify people who are willing to commit their time and skills for the Within this year the Trust operated 40 advancement of the purpose of the Trust, adding academies (32 secondary, 7 primary value to the leadership of the Trust and ensuring good governance is secured. and 1 special) across England. These academies had a combined pupil Policies and procedures adopted for the admission number (PAN) of 37,460 and induction and training of Trustees had a roll of 32,251 in the school census in Spring 2020 (an increase of 2,264 Following appointment, all new Trustees receive (7.5%) on 2018/19). an introduction to their role from the chair and the chief executive officer. This introduction includes the opportunity for tours to school sites and to meet members of the academies senior leadership teams. The Trust’s head of governance ensures new STRUCTURE, GOVERNANCE AND Trustees receive sufficient support and information to enable them to discharge their role. MANAGEMENT Organisational structure Constitution The Trustees are responsible for the general control The Trust is a company limited by guarantee and and management of the Trust. The Trustees give an exempt charity. The charitable company’s their time freely and receive no remuneration in Memorandum and Articles of Association are the their role as Trustees or other financial benefits, primary governing documents of the Trust. other than the Trust chief executive officer who also serves as a Trustee. The Trustees meet termly and The Trustees are also the directors of the charitable are responsible for all decisions taken in relation to company for the purposes of company law, as well the activities provided by the Trust. The Trustees as fulfilling their obligations as Trustees for the have established an Audit and Risk Committee that charitable activities of Ormiston Academies Trust. meets termly to ensure the independent checking of Details of the Trustees who served during the year, controls, systems, transactions, and risks. The Trust and up to the date these accounts are approved, are has delegated some decision making to additional included in the Reference and administrative details Trustee committees and the local governing on page 2. bodies of its schools. The Trust has a clear scheme of delegation regarding the delegation of these Members’ liability decisions; this also details the decisions that have Each member of the charitable company undertakes been delegated to management to ensure the day to contribute to the assets of the charitable company to day operational capacity of the Trust. in the event of it being wound up while they are The Trust, as a multi-academy trust (MAT), has a member, or within one year after they cease to central and regional teams to support its academies be a member, such amount as may be required, in relation to their education standards, school not exceeding £10, for the debts and liabilities improvement, and business operations. The Trust contracted before they ceased to be a member. chief executive officer is the accounting officer. Trustees’ indemnities Arrangements for setting pay and In accordance with normal commercial practice, the remuneration of key management personnel Trust has purchased insurance to protect Trustees and officers from claims arising from negligent acts, The pay and remuneration of key management errors or omissions occurring whilst on Trust business. personnel, including the chief executive officer, The insurance provides cover up to £2,000,000 on is set by the Remuneration Committee. During the any one claim as shown in note 12 to the accounts. year under review, the pay and remuneration of key 4 Annual report and financial statements Trustees’ report management personnel, including the chief executive ensure staff are able to access representation when officer, is set by the Remuneration Committee. required. Equal opportunities policy We currently have 25 teacher and support staff school-based representatives and one full time The Trustees recognise that equal opportunities regional representative for which we receive full must be an integral part of good practice within funding for their salary. the workplace. The Trust has established equal opportunity in all areas of its activities, including Related parties creating a working environment in which the contribution and needs of all people are fully Our parent organisation is Ormiston Trust. The valued. Development works to academy buildings Trust board includes three members who are to improve staff and pupil accessibility are carried appointed by Ormiston Trust. We share this parent out where identified such as lifts, ramps, toilets and organisation with another multi-academy trust, door access to enable wheelchair access to all main Gateway Learning Community Trust, and with areas of the academy buildings where possible. The two single academy trusts, Birmingham Ormiston policy of the Trust is to support the employment Academy (BOA) and Ormiston Bolingbroke of disabled persons both in recruitment and by Academy Trust. OAT sponsored Ormiston retention of employees who become disabled whilst Bolingbroke Academy. Ormiston Bolingbroke in its employment as well as generally through Academy transferred into Ormiston Academies training and career development. Trust on 1 February 2020. Ormiston Bolingbroke Academy Trust prepared its latest accounts for the Engagement with employees period ended 29 February 2020 and from that date the company
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