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2022-08-31-accounts

Company Registered Number: 06546261 Charity Registered Number: 1129683

THE REACH FOUNDATION

(A Company Limited by Guarantee)

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUGUST 2022

THE REACH FOUNDATION

(A Company Limited by Guarantee)

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 - 10
Trustees' Responsibilities Statement 11
Independent Auditor's Report on the Financial Statements 12 - 14
Statement of Financial Activities 15
Balance Sheet 16
Statement of Cash Flows 17
Notes to the Financial Statements 18 - 30

THE REACH FOUNDATION

(A Company Limited by Guarantee)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 AUGUST 2022

Trustees J Baxter
N Jennings
J McGoh
T Roberts
J Tacon
M Trebilco
L Gledhill
A Mroz (appointed 3 November 2021)
N Anum (appointed 1 September 2021)
Company registered
number
06546261
Charity registered
number
1129683
Registered office
Floor 5
Axiom House
Feltham
TW13 4AU
Independent auditor
MHA
6th Floor
2 London Wall Place
London
EC2Y 5AU

Page 1

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

The Trustees present their annual report together with the audited financial statements of the Charity for the year ended 31 August 2022. The Annual Report serves the purposes of both a Trustees' Report and a Directors' Report under company law. The Trustees confirm that the Annual Report and financial statements of the Charity comply with the current statutory requirements, the requirements of the charitable company's governing document and the provisions of the Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) as amended by Update Bulletins 1 and 2.

Since the Charity qualifies as small under section 382 of the Companies Act 2006, the Strategic Report required of medium and large companies under the Companies Act 2006 (Strategic Report and Directors' Report) Regulations 2013 has been omitted.

Objectives and activities

a. Policies and objectives

At the Reach Foundation, we believe that every child deserves a life of choice and opportunity. Starting in Feltham, the Charity acts locally through a community based cradle to career model, grounded in great schools. We also work nationally to drive systemic change towards cradle to career provision for all young people.

The Reach Foundation works alongside the Reach Academy Trust in Feltham. The Reach Children’s Hub, an initiative of the Charity, provides an integrated pipeline of provision and support for children and families that complements the work of the school. The Foundation has launched the Feltham Convening Partnership, a cross sector community partnership to improve outcomes of children and young people. The school, Reach Children’s Hub and Feltham Convening Project together represent the Reach Cradle to Career Model.

The Charity is now working with communities beyond Feltham. It has codified its cradle to career model and is delivering leadership programmes and a ‘Cradle to Career’ partnership model. The Charity continues to foster innovation – notably incubating Oak National Academy in response to the Covid-19 pandemic.

b. Strategies for achieving objectives

Starting in Feltham, the Charity seeks to have a transformative impact on communities, making them beacons of social mobility and opportunity for young people, and developing evidenced-based best practice for effectively tackling the complex difficulties affecting vulnerable families. It also seeks to provide new models and challenge for the system. Across the range of its activities, the Foundation seeks to influence policy and practice through its well-documented, codified and stress tested approach to delivering change.

The Charity has created a community hub in Feltham that works alongside Reach Academy Feltham to offer a pipeline of support that enables children and young people to live lives of choice and opportunity, by supporting them to be safe and well supported; healthy; academically successful; and to have strong relationships and networks.

c. Activities undertaken to achieve objectives

In order to deepen our impact in Feltham, the Charity has:

Page 2

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Objectives and activities (continued)

To grow our impact beyond Feltham, the Charity has:

The Charity has also further developed the work of Oak National Academy to support children across the country to learn during the pandemic. At the end of the year, Oak transitioned into a new government-funded Arms Length Body.

e. Volunteers

The Reach Children’s Hub has been developing a volunteer strategy to support the local community. A cohort of volunteers have been trained and are now supporting children and families in Feltham.

f. Main activities undertaken to further the Charity's purposes for the public benefit

Over the course of this year, the Charity has:

Achievements and performance

a. Key performance indicators

Reach Children’s Hub

Page 3

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Feltham Convening Partnership

SW100 Head Teacher development programme

Cradle to Career Partnership

b. Review of activities

Reach Children’s Hub workstream highlights

Perinatal Support (0-2)

Early Years Workforce Development

Page 4

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Community Engagement

Feltham Futures

Feltham Convening Partnership

Our Evaluation Partner, Kingston University, produced an interim Progress Report (due for publication in September 2022) which was informed by interview and survey data from 26 partners who have consistently engaged with FCP since January 2021. They supplemented this information by conducting a focus group with FCP’s Feltham Youth Activists and a review of all the Steering Group and Working Group minutes and postmeeting feedback surveys.

Highlights:

Page 5

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Challenges:

Feltham Teacher Programme

The Foundation has supported the Reach Academy Trust’s teacher training offer by offering a limited number of bursaries to support trainee teachers from non-traditional backgrounds.

Oak National Academy

Introduction

From 2020 to September 2022, Reach Foundation established, incubated and significantly supported Oak National Academy (Oak). It is a free national teaching resource and online classroom, initially set up in response to the COVID-19 pandemic. It hosts complete lessons for remote learning and flexible resources to use in the classroom. It has received generous support from both the Department for Education and the Mohn Westlake Foundation.

Over 500 teachers and partners, including those from Reach Academy alongside many other schools and educational organisations, created 10,000 fully-sequenced online lessons, offering a full curriculum covering EYFS to Year 11. Oak also offers a Teacher Hub, providing downloadable slides, worksheets and quizzes for every lesson, allowing teachers to use the resources to support their in-class activity.

Shift in focus beyond the pandemic

While previously primarily focused on providing remote education, across 2021/2022 the use of Oak continued to shift, as the immediate disruption caused by the pandemic waned. Teachers used Oak for a range of other use cases. Research from July 2022 found teachers used it for:

It still had significant use, with research from Teacher Tapp finding that 39% of all teachers in the country used it between January and June 2022. On average 32,000 teachers and 170,000 pupils used Oak’s resources each week across the year.

Page 6

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Impact and evaluation

At the end of 2021/22 ImpactEd completed their annual evaluation of Oak’s work. It found that amongst teachers who use Oak:

Transfer to Department for Education

With the ending of the immediate direct impacts of the pandemic, the future of Oak was considered. Following consultation with partners and stakeholders, the Foundation’s Trustees agreed that, at the end of the academic and financial year, Oak would transfer from Reach to become a new independent arm’s length body of the Department for Education. This reflected a desire from the Department to continue its operations, but the shift in its role to supporting teachers with curriculum and lesson planning and resources.

Acknowledgments

Oak National Academy has only been possible thanks to the hard work of hundreds of teachers and educators, with support from an incredible range of schools, businesses, charities, academy trusts, publishers, professional services, local government and technology companies, and the financial support of the Department for Education and the Mohn Westlake Foundation.

c. Fundraising activities and income generation

We have not undertaken any direct fundraising from the general public. Our funding is primarily derived from grants from Trusts and Foundations, our partnership with Save The Children, and individual donors.

Financial review

a. Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

b. Reserves policy

The Trustees consider the level of reserves on a regular basis and are satisfied these are sufficient as at 31 August 2022.

c. Principal risks and uncertainties

The Trustees have assessed the major risks to which the charity is exposed, in particular, those related to the operations and finances of the Charity and are satisfied that systems and procedures are in place to mitigate our exposure to the major risks.

Page 7

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Structure, governance and management

a. Constitution

The Reach Foundation is registered as a charitable company limited by guarantee and was set up by a Trust deed.

b. Methods of appointment or election of Trustees

The management of the Charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Trust deed.

c. Organisational structure and decision-making policies

The Trustees met as a Board 6 times during the year. Changes in the Board are set out on page 1. During the year, the Board also established a set of Committees to provide more detailed challenge and support on key areas of the charity’s programmatic delivery.

Ed Vainker is the Chief Executive Officer (CEO).

The Trustees have delegated the day-to-day management of the Reach Foundation to Ed Vainker and his leadership team.

The CEO attends the Board meetings. All Trustees give of their time freely and no Trustee remuneration was paid during the year.

d. Policies adopted for the induction and training of Trustees

New Trustees meet with the Chief Executive Officer and the Chair of the Foundation to discuss their role and responsibilities. As part of their onboarding process the Trustees receive a governance handbook and induction pack from the governance professional. This gives an opportunity to answer any questions and clarify the content of any written documentation circulated to the new trustee. The Chief Executive ensures Trustees are kept up to date with any developments in law changes in conjunction with the clerk and this is achieved through briefings at the Board meetings and circulated written information.

e. Pay policy for Key Management Personnel

The Trustees consider the CEO and the Directors of the Reach Children’s Hub and of Growth Strategy to represent the Executive team of The Reach Foundation.

Changes to the salary of senior members of staff take place after their annual Performance management reviews. It is determined by the Chair of Trustees in coordination with a committee of other Trustees.

f. Related party relationships

The Foundation has a Service Level agreement with the Reach Academy Trust in order to access human resources and services. Further details can be found in Note 19.

Page 8

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Plans for future periods

Reach Children’s Hub and Feltham Convening Partnership

Our main priority for the coming year is to work with the London Borough of Hounslow to support the delivery of the national Family Hubs agenda. We aim to ensure that our work is effectively integrated into that agenda as far as is possible and that the implementation of Family Hubs most effectively supports our community in Feltham.

We will continue to work with our partners Kingston University and Royal Holloway University to strengthen our workforce development pipeline, adding Foundation Degree courses in Special Education, and to improve the quality of support and advice available to young people in Feltham to take them into and through their postschool options.

Leadership Programmes

We will implement the second cohort of our SW100 leadership programme while continuing to support the first cohort into Headship and help them once they are in their roles. We intend to explore the viability of similar programmes in other parts of the country and work with our partner Trusts in the South West to develop an aspiring Trust leader programme.

Cradle to Career Partnerships

We will work with a further eight Trusts serving a total of 50 schools in the coming year, further refining our support model and develop an evidence base around what works in terms of supporting clusters of schools to make their work more coherent. We will aim to make a more public case for the value of a cradle to career approach and ensure that Trusts around the country are aware of the opportunity to partner with us.

Members' liability

The Members of the Charity guarantee to contribute an amount not exceeding £1 to the assets of the Company in the event of winding up.

Disclosure of information to auditor

Each of the persons who are Trustees at the time when this Trustees' Report is approved has confirmed that:

Page 9

THE REACH FOUNDATION (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

Auditor

Following a rebranding exercise on 15 May 2023 the trading name of the Company’s independent auditor changed from MHA MacIntyre Hudson to MHA.

Approved by order of the members of the Board of Trustees and signed on their behalf by:

………………………………………. J McGoh Trustee Date: 30/05/2023

Page 10

THE REACH FOUNDATION

(A Company Limited by Guarantee)

STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 31 AUGUST 2022

The Trustees (who are also the directors of the Charity for the purposes of company law) are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial . Under company law, the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees and signed on its behalf by:

................................................ J McGoh Trustee Date: 30/05/2023

Page 11

THE REACH FOUNDATION

(A Company Limited by Guarantee)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF THE REACH FOUNDATION

Opinion

We have audited the financial statements of The Reach Foundation (the 'Charity') for the year ended 31 August 2022 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and the related notes, including accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the Trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the Trustees with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the Annual Report other than the financial statements and our Auditor's Report thereon. The Trustees are responsible for the other information contained within the Annual Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

Page 12

THE REACH FOUNDATION (A Company Limited by Guarantee)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF THE REACH FOUNDATION (CONTINUED)

We have nothing to report in this regard.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters where the Charities (Accounts and Reports) Regulations 2008 requires us to report to you if, in our opinion:

Responsibilities of Trustees

As explained more fully in the Statement of Trustees' Responsibilities, the Trustees (who are also the Directors of the Charity for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the Charity or to cease operations, or have no realistic alternative but to do so.

Auditor responsibilities for the audit of the financial statements

We have been appointed as auditor under section 144 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditor's Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Page 13

THE REACH FOUNDATION

(A Company Limited by Guarantee)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF THE REACH FOUNDATION (CONTINUED)

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditor's Report.

Use of our report

This report is made solely to the Charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the Charity's Trustees those matters we are required to state to them in an Auditor's Report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity and its Members, as a body, for our audit work, for this report, or for the opinions we have formed.

Rakesh Shaunak FCA

Statutory Auditor London, United Kingdom

Date: 30/05/2023

MHA is the trading name of MacIntyre Hudson LLP, a limited liability partnership in England and Wales (registered number OC312313). MHA are eligible to act as auditors in terms of section 1212 of the Companies Act 2006.

Page 14

THE REACH FOUNDATION

(A Company Limited by Guarantee)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 AUGUST 2022

Note
Income from:
Charitable activities
3
Total income
Expenditure on:
Charitable activities
5
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2022
£
1,582,597
1,582,597
1,035,746
1,035,746
546,851
1,522,854
546,851
2,069,705
Restricted
funds
2022
£
5,155,874
5,155,874
5,115,549
5,115,549
40,325
4,257
40,325
44,582
Total
funds
2022
£
6,738,471
6,738,471
6,151,295
6,151,295
587,176
1,527,111
587,176
2,114,287
Total
funds
2021
£
4,778,090
4,778,090
5,505,917
5,505,917
(727,827)
2,254,938
(727,827)
1,527,111

The Statement of Financial Activities includes all gains and losses recognised in the year.

All income and expenditure derives from continuing operations.

The notes on pages 18 to 30 form part of these financial statements.

Page 15

THE REACH FOUNDATION

(A Company Limited by Guarantee) REGISTERED NUMBER: 06546261

BALANCE SHEET AS AT 31 AUGUST 2022

Note
Current assets
Debtors
10
Cash at bank and in hand
15
Creditors: amounts falling due within one
year
11
Net current assets
Total net assets
Charity funds
Restricted funds
12
Unrestricted funds
12
Total funds
2,016,849
1,449,988
3,466,837
(1,352,550)
2022
£
2,114,287
2,114,287
44,582
2,069,705
2,114,287
1,186,312
765,344
1,951,656
(424,545)
2021
£
1,527,111
1,527,111
4,257
1,522,854
1,527,111

The entity was entitled to exemption from audit under section 477 of the Companies Act 2006.

The members have not required the entity to obtain an audit for the year in question in accordance with section 476 of the Companies Act 2006.

However, an audit is required in accordance with section 144 of the Charities Act 2011.

The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and preparation of financial statements.

The financial statements have been prepared in accordance with the provisions applicable to entities subject to the small companies regime.

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

................................................

J McGoh Trustee Date: 30/05/2023

The notes on pages 18 to 30 form part of these financial statements.

Page 16

THE REACH FOUNDATION

(A Company Limited by Guarantee)

STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 AUGUST 2022

Note
Cash flows from operating activities
Net cash used in operating activities
14
Change in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the year
Cash and cash equivalents at the end of the year
15
2022
£
684,644
684,644
765,344
1,449,988
As restated
2021
£
(1,018,470)
(1,018,470)
1,783,814
765,344

The notes on pages 18 to 30 form part of these financial statements

Page 17

THE REACH FOUNDATION (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

1. General information

The Reach Foundation is a charitable company limited by guarantee registered with the Charity Commission (Charity Registered Number: 1129683) and the Registrar of Companies (Company Registered Number: 06546261) in England and Wales.

The address of the registered office is given in the Charity information on page 1 of these financial statements.

The nature of the Charity's operations and principal activities are detailed within the Trustees Report.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The financial statements have been presented in pounds sterling, which is also the functional currency of the Charity and are rounded to the nearest pound.

2.2 Going concern

The Trustees assess whether the use of going concern is appropriate i.e. whether there are any material uncertainties related to events or conditions that may cast significant doubt on the ability of the Charity to continue as a going concern. The Trustees make this assessment in respect of a period of at least one year from the date of authorisation for issue of the financial statements and have concluded that the Academy Trust has adequate resources to continue in operational existence for the foreseeable future and there are no material uncertainties about the Charity's ability to continue as a going concern, thus they continue to adopt the going concern basis of accounting in preparing the financial statements.

2.3 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Grants are included in the Statement of Financial Activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance Sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Page 18

THE REACH FOUNDATION (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

2. Accounting policies (continued)

2.4 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.5 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.6 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.7 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of Financial Activities as a finance cost.

2.8 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

Page 19

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

2. Accounting policies (continued)

2.9 Financial instruments

The Charity does not have a material holding in complex financial instruments. The Charity only holds basic Financial Instruments. The financial assets and financial liabilities of the Charity are as follows:

Debtors – trade and other debtors (including accrued income) are basic financial instruments and are debt instruments measured at amortised cost as detailed in Note 10. Prepayments are not financial instruments.

Cash at bank – is classified as a basic financial instrument and is measured at face value.

Liabilities – trade creditors, accruals and other creditors will be classified as financial instruments, and are measured at amortised cost as detailed in Note 11. Taxation and social security are not included in the financial instruments disclosure. Deferred income is not deemed to be a financial liability, as in the cash settlement has already taken place and there is simply an obligation to deliver charitable services rather than cash or another financial instrument.

2.10 Operating leases

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight-line basis over the lease term.

2.11 Pensions

The Charity operates a defined contribution pension scheme and the pension charge represents the amounts payable by the Charity to the fund in respect of the year.

2.12 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Page 20

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

3. Income from charitable activities

Unrestricted
funds
2022
£
Charitable activities
1,582,597
Unrestricted
funds
2021
£
Charitable activities
1,385,067
Restricted
funds
2022
£
5,155,874
Restricted
funds
2021
£
3,393,023
Total
funds
2022
£
6,738,471
Total
funds
2021
£
4,778,090

4. Income from charitable activities - by type

Grants
Consultancy Income
Coaching courses
Other self generated income
Grants
Coaching courses
Other self generated income
Unrestricted
funds
2022
£
1,359,203
20,581
127,213
75,600
1,582,597
Unrestricted
funds
2021
£
1,254,000
86,637
44,430
1,385,067
Restricted
funds
2022
£
5,049,103
104,921
1,850
-
5,155,874
Restricted
funds
2021
£
3,393,023
-
-
3,393,023
Total
funds
2022
£
6,408,306
125,502
129,063
75,600
6,738,471
Total
funds
2021
£
4,647,023
86,637
44,430
4,778,090

Page 21

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

5. Analysis of expenditure on charitable activities - by fund

Unrestricted
funds
2022
£
Charitable activities
1,035,746
Unrestricted
funds
2021
£
Charitable activities
2,094,713
Restricted
funds
2022
£
5,115,549
Restricted
funds
2021
£
3,411,204
Total
2022
£
6,151,295
Total
2021
£
5,505,917

Page 22

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

6. Analysis of expenditure on charitable activities - by type

Charitable activities
Charitable activities
Analysis of support costs
Office costs
Other support costs
Governance costs
Hotels, travel and subsistence
Total 2022
Activities
undertaken
directly
2022
£
5,738,875
Activities
undertaken
directly
2021
£
5,416,261
Support
costs
2022
£
412,420
Support
costs
2021
£
89,656
Total
funds
2022
£
103,314
299,306
9,800
-
412,420
Total
funds
2022
£
6,151,295
Total
funds
2021
£
5,505,917
Total
funds
2021
£
580
73,734
11,069
4,273
89,656

Other support costs of £299,306 (2021 - £73,734) includes £289,484 (2021 - £37,416) which relates to Oak National Academy and £9,822 (2021 - £36,318) which relates to Reach Foundation.

In the year ended 31 August 2022, the Foundation leased office space, the cost of which is included in 'Office costs' above.

Page 23

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

7. Auditor's remuneration

2022 2021
£ £
Fees payable to the Charity's auditor for the audit of the Charity's annual
accounts 4,500 4,200
Fees payable to the Charity's auditor in respect of:
All non-audit services not included above 1,000 800

8. Staff costs

Wages and salaries
Social security costs
Pension costs
2022
£
2,435,617
285,633
265,620
2,986,870
2021
£
1,823,188
190,768
210,358
2,224,314

The average number of persons employed by the Charity during the year was as follows:

2022 2021
No. No.
Employees 51 42

The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was:

2022 2021
No. No.
In the band £60,001 - £70,000 - 4
In the band £70,001 - £80,000 4 4
In the band £80,001 - £90,000 5 3
In the band £90,001 - £100,000 3 2

Of the above, the following pertained to Oak National Academy:

£60,001 - £70,000 - 0 (2021 - 4) £70,001 - £80,000 - 4 (2021 - 2) £80,001 - £90,000 - 3 (2021 - 2) £90,001 - £100,000 - 2 (2021 - 2)

Page 24

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

9. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2021 - £NIL) .

During the year ended 31 August 2022, no Trustee expenses have been incurred (2021 - £NIL).

10. Debtors

Due within one year
Trade debtors
Prepayments and accrued income
Of the above, the following pertained to Oak National Academy:
Accrued income - £1,612,645_(2021 - £877,289)_
2022
£
311,556
1,705,293
2,016,849
2021
£
275,933
910,379
1,186,312

11. Creditors: Amounts falling due within one year

Trade creditors
Other taxation and social security
Accruals and deferred income
Other creditors
2022
£
58,776
91,686
1,196,735
5,353
1,352,550
2021
£
29,811
64,463
330,271
-
424,545

Of the above, the following pertained to Oak National Academy:

Accruals and deferred income - £1,089,417 (2021 - £303,404)

Page 25

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

12. Statement of funds

Statement of funds - current year

Unrestricted funds
General funds
Restricted funds
Oak Academy - DfE
Save the Children
Coaching Collective
Other restricted funding
Total of funds
Balance at 1
September
2021
£
1,522,854
-
-
-
4,257
4,257
1,527,111
Income
£
1,582,597
4,688,471
313,068
1,850
152,485
5,155,874
6,738,471
Expenditure
£
(1,035,746)
(4,688,471)
(313,068)
(1,850)
(112,160)
(5,115,549)
(6,151,295)
Balance at
31 August
2022
£
2,069,705
-
-
-
44,582
44,582
2,114,287

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes

Save The Children Funding: the funding from Save the Children has funded the Early Learning Community, which seeks to improve outcomes in Feltham in the Early Years. The Feltham Early Learning Community is one of four that have been set up.

DfE Funding - Oak Academy: the funding from the DfE enabled Oak National Academy to be launched in April 2020 and has supported its work since.

Page 26

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

12. Statement of funds (continued)

Statement of funds - prior year

Unrestricted funds
General funds
Restricted funds
Oak Academy - DfE
Oak Academy - Mohn
Westlake Foundation
Save the Children
Coaching Collective
Heathrow Community
Rank Foundation
Other restricted funding
Total of funds
Balance at
1 September
2020
£
796,856
-
1,435,644
326
18,866
3,246
-
-
1,458,082
2,254,938
Income
£
1,385,067
3,047,601
-
298,029
-
-
25,400
21,993
3,393,023
4,778,090
Expenditure
£
(2,094,713)
(3,047,601)
-
(298,355)
(18,866)
(3,246)
(25,400)
(17,736)
(3,411,204)
(5,505,917)
Transfers
in/out
£
1,435,644
-
(1,435,644)
-
-
-
-
-
(1,435,644)
-
Balance at
31 August
2021
£
1,522,854
-
-
-
-
-
-
4,257
4,257
1,527,111

Further breakdown of the Oak Academy expenditure is as follows:

Lesson development
Platform development
School support and sector engagement
IT and other costs
Professional costs
2022
£
1,469,174
1,555,150
530,656
690,543
442,948
4,688,471
2021
£
1,761,389
758,206
297,761
119,682
110,563
3,047,601

Page 27

(A Company Limited by Guarantee)

THE REACH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

13. Analysis of net assets between funds

Analysis of net assets between funds - current year

Current assets
Creditors due within one year
Total
Analysis of net assets between funds - prior year
Current assets
Creditors due within one year
Total
Unrestricted
funds
2022
£
3,422,255
(1,352,550)
2,069,705
Unrestricted
funds
2021
£
1,947,399
(424,545)
1,522,854
Restricted
funds
2022
£
44,582
-
44,582
Restricted
funds
2021
£
4,257
-
4,257
Total
funds
2022
£
3,466,837
(1,352,550)
2,114,287
Total
funds
2021
£
1,951,656
(424,545)
1,527,111

14. Reconciliation of net movement in funds to net cash flow from operating activities

Net income/expenditure for the year (as per Statement of Financial
Activities)
Adjustments for:
Decrease/(increase) in debtors
10
Increase/(decrease) in creditors
11
Net cash provided by/(used in) operating activities
2022
£
587,176
(830,537)
928,005
684,644
2021
£
(727,827)
774,868
(1,065,511)
(1,018,470)

Page 28

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

15. Analysis of cash and cash equivalents

Cash in hand
Total cash and cash equivalents
2022
£
1,449,988
1,449,988
2021
£
765,344
765,344

16. Analysis of changes in net debt

Cash at bank and in hand At 1
September
2021
£
765,344
765,344
Cash flows

£
684,644
684,644
At 31
August 2022
£
1,449,988
1,449,988

17. Pension commitments

The Charity operates a defined contribution pension scheme. The assets of the scheme are held separately from those of the Charity in an independently administered fund. The pension cost charge represents contributions payable by the Charity to the fund and amounted to £265,620 (2021 - £210,358) . Contributions of £32,733 (2021 - £24,024) were payable to the fund at the Balance Sheet date and are included in creditors.

18. Operating lease commitments

At 31 August 2022 the Charity had commitments to make future minimum lease payments under noncancellable operating leases as follows:

Not later than 1 year
Later than 1 year and not later than 5 years
2022
£
32,000
56,000
88,000
2021
£
-
-
-

Page 29

THE REACH FOUNDATION

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2022

19. Related party transactions

The Charity has a service level agreement with the Reach Academy Trust in order to access human resources and other services. During the year a total of £199,436 ( 2021 - £215,065 ) was recharged by Reach Academy Trust in respect of those services. None of this transfer relates to Oak National Academy operational costs for which the Charity retained no costs.

20. Post balance sheet events

With effect from 1 September 2022, the Oak National Academy operation was transferred from the Foundation to a new independent arm's length body of the Department of Education.

Page 30

Private and Confidential The Reach Foundation 53-55 High Street, Feltham TW13 4AB

MHA MacIntyre Hudson 6[th] Floor 2 London Wall Place London EC2Y 5AU

Dear Sirs

CONFIRMATION OF REPRESENTATIONS

This representation letter is provided in connection with your audit of the financial statements of The Reach Foundation for the year ended 31 August 2022. We note that your audit was performed for the purpose of expressing an opinion as to whether the financial statements give a true and fair view of the financial position of The Reach Foundation as at 31 August 2022 and of the results of its operations for the year then ended in accordance with the United Kingdom Accounting Standards (UK Generally Accepted Accounting Practice) (UK GAAP) financial reporting framework.

We confirm that the following representations are made to the best of our knowledge and belief, having made appropriate enquiries of other directors and officials of the company with relevant knowledge and experience, (and where appropriate, inspection of supporting documentation) sufficient to satisfy ourselves that we can properly make each of the following representations to you:

GENERAL

  1. We have fulfilled our responsibilities as directors, as set out in the terms of your engagement letter under the Companies Act 2006, for preparing financial statements that give a true and fair view in accordance with applicable law and UK GAAP, for being satisfied that they give a true and fair view and for making accurate representations to you as auditors. The financial statements are free of material misstatements, including omissions. We confirm that we have held prior discussion with you to ensure that there is complete agreement on the meaning of all confirmations that we are making to you.

  2. We confirm that all accounting records have been made available to you for the purpose of your audit and that all the transactions undertaken by the company have been properly reflected and recorded in the accounting records. All other records and related information, including minutes of all management and shareholders’ meetings, have been made available to you. We have not withheld any information, the knowledge of which could cause you to take a materially different view in your report.

  3. We note that the requirements of the Financial Reporting Council’s Ethical Standard apply to this engagement. We acknowledge receipt of your letter addressing ethical threats and any required safeguards to ensure your independence and objectivity. There have been no subsequent changes and we are not aware of any further matters which may impact auditor independence and objectivity.

ASSETS AND LIABILITIES

  1. We confirm that the company has satisfactory title to all assets and there are no liens or encumbrances on the company’s assets, except for those that are disclosed in the notes to the financial statements.

  2. We have recorded or disclosed, as appropriate, all liabilities, both actual and contingent, and have disclosed in the notes to the financial statements all guarantees that we have given to third parties.

  3. We have no plans or intentions that may materially alter the carrying value and, where relevant, the fair value measurements or classification of assets or liabilities reflected in the financial statements.

  4. We confirm we have no plans to abandon product lines or other plans that will result in any excess or obsolete stock.

ACCOUNTING ESTIMATES

  1. The methods, data and significant assumptions used by us in making accounting estimates, and their related disclosures, are appropriate to achieve recognition, measurement and disclosure that is reasonable in the context of the UK GAAP financial reporting framework.

SUBSEQUENT EVENTS

  1. We confirm that there have been no events since the balance sheet date which require disclosing or which would materially affect the amounts in the financial statements, other than those already disclosed or included in the financial statements.

LOANS AND ARRANGEMENTS

  1. We confirm that the company has not granted any advances or credits to or made guarantees on behalf of directors.

RELATED PARTIES

  1. Related party relationships and transactions have been appropriately accounted for and disclosed in the financial statements. We have disclosed to you all relevant information concerning such relationships and transactions and are not aware of any other matters which require disclosure in order to comply with the requirements of company law or accounting standards.

CAPITAL COMMITMENTS

  1. We confirm that the company has not contracted for any capital expenditure other than as disclosed in the financial statements.

LEGAL CLAIMS

  1. We confirm that we have disclosed to you all claims in connection with litigation that have been, or are expected to be received and such matters, as appropriate, have been properly accounted for and disclosed in the financial statements.

LAWS AND REGULATIONS

  1. Other than charity law and related regulation, we confirm that there are no other laws or regulations that are central to the company’s ability to conduct its business

INTERNAL CONTROLS AND FRAUD

  1. We acknowledge our responsibility for the design, implementation and maintenance of internal controls to prevent and detect fraud and error. We confirm that we have disclosed to you the results of our own risk assessment that the financial statements may be materially misstated as a result of fraud.

  2. We are not aware of any actual or suspected instances of fraud involving management or employees who have a significant role in internal control or that could have a material effect on the financial statements. We also confirm that we have disclosed to you all information in relation to allegations of fraud or suspected fraud affecting the company’s financial statements communicated by current or former employees, analysts, regulators or others.

GOING CONCERN

  1. We confirm that in our opinion the company’s financial statements should be prepared on a going concern basis on the grounds that the current and future sources of funding or support will be more than adequate for the company’s needs. We also confirm our plans for future action required to enable the company to continue as a going concern are feasible. We have considered a period of twelve months from the date of approval of the financial statements. We believe that no further disclosures relating to the company’s ability to continue as a going concern need to be made in the financial statements.

AUDIT ADJUSTMENTS

  1. There were no unadjusted items.

PUBLICATION OF FINANCIAL STATEMENTS

  1. We intend to distribute or publish the financial statements in electronic form.

CONTROLLING PARTY

  1. We confirm that the company’s ultimate controlling party is as disclosed in the financial statements.

DISCLOSURE OF INFORMATION TO AUDITORS

  1. We acknowledge our legal responsibilities regarding disclosure of information to you as auditors and confirm that:

  2. so far as each director is aware, there is no relevant audit information of which you as auditors are unaware, and

  3. each director has taken all the steps that they ought to have taken as a director to make themselves aware of any relevant audit information and to establish that you are aware of that information.

Yours faithfully

Signed on behalf of the Board of Directors by:

Director…………………………………………………………………

Date………………………………………………………………….

Date of approval of the financial statements by the Board………………………..