Trustees' Annual Report for the period Period start date Period end date 01 09 2020 31 08 2021 From To
Section A Reference and administration details
Charity name The Oscar Romero Award Trust Other names charity is known by ORAT Registered charity number (if any) 1174108
Charity's principal address Oaklands Catholic School and Sixth Form College Stakes Hill Road, Waterlooville, Hampshire Postcode PO7 7BW
Names of the charity trustees who manage the charity
Trustee name
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1[Paul Quinn]
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2[Matthew Quinn]
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3[Rev Dr Ashley ] Beck
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4[Denise Mitchell]
Office (if any)
Chair
Dates acted if not for whole year
Name of person (or body) entitled to appoint trustee (if any)
Trustees themselves and Coordinator
Trustees themselves and Coordinator
Trustees themselves and Coordinator
Trustees themselves and Coordinator
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year None
Names and addresses of advisers (Optional information)
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Type of adviser Name Address
None
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Name of chief executive or names of senior staff members (Optional information)
Mugeni Sumba (Oscar Romero Award Trust Coordinator)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
(eg. trust deed, constitution)
CIO Constitution
How the charity is constituted
(eg. trust, association, company)
CIO
Trustee selection methods
(eg. appointed by, elected by)
By skill, knowledge and experience. Appointed by existing Trustees Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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Trustee training is provided when required
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The Charity has a simple structure with one Coordinator and three volunteer Validators/Assessors
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The Charity currently operates within the network of Catholic schools (secondary, primary and sixth form colleges); the Catholic Diocese of Portsmouth and has started attracting schools from the Catholic Dioceses of Clifton, Plymouth, Brentwood, Salford and Cardiff
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The Charity has continued to develop a relationship with St Mary’s University – Twickenham
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Major risk relates to child protection and safeguarding. The Charity has safeguarding policies and DBS procedures in place and has registered with The Catholic Safeguarding Advisory Service.
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Major risk of not getting funding to run the Trust
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Unforeseen major risk with COVID19 and impact on availability of teachers and schools.
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Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To advance the Catholic faith for the benefit of the public in accordance with the teachings of St. Archbishop Oscar Romero by encouraging the understanding and practice of that faith as it applies to the equitable relief of spiritual, moral and material poverty by use of an accredited award system in Catholic education institutions.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The main activities have been:
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The Trust has moved into the operational phase and the main focus has continued to be recruitment of schools and informing schools and dioceses of the Award
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Planning for operations in other dioceses, especially Southwark, identifying schools to approach and to prioritise them.
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Recruitment of Validators – as registered schools increase, we need more validators
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Allowing time for the Co-ordinator to train Validators; and set to work with schools on their participation in the Award
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Continued updating of safeguarding and other policies to ensure our safeguarding process is clear
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Continue to work with the Catholic Safeguarding Advisory Service to enable the Charity to complete DBS checks when necessary
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Continue to look for next phase funding from a major RC charity.
The Trustees have full regard for the Charity Commission guidance on public benefit, the increase in understanding of Catholic social justice is of wide societal benefit.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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The Charity does not make grants
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The Charity does not hold investments
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Volunteers (Validators/Assessors) are key to delivery of individual school assessment – total of 100 hours in a year
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
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FY20/21 has seen the national recovery from the effects of COVID by all educational establishments. It has been interesting to note that the exposure to the societal effects of COVID has sharpened Schools’ understanding of the importance of Catholic Social teaching and they have more clearly understood how the Award can help them improve, and explain to assessors, their achievements growth.
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Major grant from The Charles Plater Trust enabled operational phase to continue with vigour.
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The charity has expanded its operations into the Catholic Dioceses of Arundel and Brighton, Plymouth, Clifton, Cardiff, Brentwood, Southwark and Salford. As well as the home Diocese of Portsmouth.
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Archbishop John Wilson, Southwark, as the Trust’s Patron has been actively encouraging schools in his Archdiocese to join the Award.
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In the FY20/21, 96 schools were participating in the Award - which is an excellent achievement on limited resources, especially considering the devastating effects of the COVID19 pandemic on the operations of schools.
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Participating schools report a positive impact of the award on the life of pupils and staff, as well as allowing schools to support charitable causes in their local areas as well as on the national level
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We now have 3 qualified validators working for the Award.
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Co-ordinator continues to focus on trust’s work by having one day released from teaching. The trustees have determined that if the Award is to grow that the coordinator needs administrative assistance to free him from routine admin tasks to take a more strategic and forward-looking role.
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Section E Financial review
Brief statement of the charity’s policy on reserves
The only reserves held by the Charity is the residual amount from The Charles Plater Trust grant, which will be used to fund future operations.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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Income is generated by registrations from schools
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All expenses due are related to the Award
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The Charity does not hold investments
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FY21/22 will see a second major application to Plater Trust for ongoing funding.
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
None
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
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Full name(s)
Matthew Quinn Kay Hopkins
Position (eg Secretary, Chair, etc) Assistant Chair Secretary
Date
6 May 2022
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Oscar Romero Award Trust
Statement of Financial Activities for the Year Ended 31st August 2021
| Note | Restricted | Endowment | Total Funds | ||||
|---|---|---|---|---|---|---|---|
| Funds | Funds | 2021 | 2020 | ||||
| £ | £ | £ | £ | ||||
| INCOME AND ENDOWMENTS FROM: | 2 | ||||||
| Donations, Grants and Legacies | 33345 | 0 | 33345 | 0 | |||
| Charitable Activities | 2550 | 0 | 2550 | 3175 | |||
| Other Income | 0 | 0 | 0 | 0 | |||
| Investments | 0 | 0 | 0 | 0 | |||
| TOTAL INCOME | 35895 | 0 | 35895 | 3175 | |||
| EXPENDITURE ON: | 3 | ||||||
| Charitable Activities | 18290.9 | 0 | 18290.9 | 18509.7 | |||
| Other Expenditure | 0 | 0 | 0 | 0 | |||
| TOTAL EXPENDITURE | 18290.9 | 0 | 18290.9 | 18509.7 | |||
| Net Movement in Funds | 17604.1 | 0 | 17604.1 | -15334.7 | |||
| Balances brought forward at 1st September 2020 | 7727.99 | 0 | 7727.99 | 23062.69 | |||
| Balances carried forward at 31st August 2021 | 25332.09 | 0 | 25332.09 | 7727.99 |
Balance Sheet as at 31st August 2021
| Note | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|
| £ | £ | ||||||
| Fixed Assets | |||||||
| Tangible Fixed assets | 0 | 0 | |||||
| Investment assets | 0 | 0 | |||||
| 0 | 0 | ||||||
| Current Assets | |||||||
| Stock | 0 | 0 | |||||
| Debtors and Prepayments | 4 | 975 | 1175 | ||||
| Short Term Deposits | 5 | 0 | 0 | ||||
| Cash at bank and in hand | 6 | 31533.34 | 12855.2 | ||||
| Loan | 7 | 0 | |||||
| 32508.34 | 14030.2 | ||||||
| Liabilities: Amounts Falling Due Within One Year | 8 | 7176.25 | 6302.21 | ||||
| Net Current Assets | 9 | 25332.09 | 7727.99 | ||||
| Net Assets | 25332.09 | 7727.99 | |||||
| Funds | |||||||
| Restricted | 25332.09 | 7727.99 | |||||
| Endowment | 0 | 0 | |||||
| 25332.09 | 7727.99 | 0 |
Approved by the Trustees and signed on its behalf by Matthew Quinn ……………………………………………………………
| May 6, | 22 | ||||
|---|---|---|---|---|---|
| ……………………………………………………………. | Dated | …………………… | |||
| Statement of Financial Activities for the Year Ended 31st August 2021 | |||||
| Restricted Endowment |
Total Funds | ||||
| 2 Incoming Resources | Funds | Funds | 2021 | 2020 | |
| £ | £ | £ | |||
| Donations, Grants and Contributions | |||||
| Donations | 0 | 0 | 0 | 0 | |
| Platter Trust Grant | 18345 | 18345 | 0 | ||
| Archbishop Romero Grant | 5000 | 5000 | 0 | ||
| Jesuit Fund for Social Justice Grant | 10000 | 10000 | 0 | ||
| Sub Total | 33345 | 0 | 33345 | 0 |
| Income from Charitable Activities | |||||
|---|---|---|---|---|---|
| Conributions | 2550 | 0 | 2550 | 3175 | |
| Sub Total | 2550 | 0 | 2550 | 3175 | |
| Income Tax recoverable | 0 | 0 | 0 | 0 | |
| Investment Income | |||||
| Bank and Deposit Account Interest | 0 | 0 | 0 | 0 | |
| Sub Total | 0 | 0 | 0 | 0 | |
| Total Incoming Resources | 35895 | 0 | 35895 | 3175 | |
| Restricted | Endowment | Total Funds | |||
| Funds | Funds | 2021 | 2020 | ||
| £ | £ | £ | |||
| 3 Resources Expended | |||||
| Insurance | 0 | 0 | 0 | 262.64 | |
| Co-Ordinator Salary Costs | 16745.16 | 0 | 16745.16 | 16248.95 | |
| Website Setup and Annual Support and Maintenance | 847.02 | 0 | 847.02 | 702 | |
| Online Meeting Annual Subscription | 143.88 | 0 | 143.88 | 0 | |
| Postage and Stationary | 8.46 | 0 | 8.46 | 77.16 | |
| Marketing | 0 | 0 | 0 | 232 | |
| Certifcates Printing | 0 | 0 | 0 | 143.84 | |
| Hospitality | 14.4 | 0 | 14.4 | 6.86 | |
| Telephone | 50 | 0 | 50 | 80 | |
| Travel Expenses | 481.98 | 0 | 481.98 | 756.25 | |
| Total Resources Expended | 18290.9 | 0 | 18290.9 | 18509.7 | |
| 4 Debtors | 2021 | 2020 | |||
| £ | |||||
| Oaklands Catholic School & Sixth Form College | 0 | 0 | |||
| Subscribing Schools various | 975 | 1175 | |||
| Sub Total | 975 | 1175 | |||
| 5 Short Term Deposits | 2021 | 2020 | |||
| £ | |||||
| 0 | 0 | ||||
| Sub Total | 0 | 0 | |||
| 6 Cash at Bank | 2021 | 2020 | |||
| £ | |||||
| Lloyds Current Account | 31533.34 | 12855.2 | |||
| Sub Total | 31533.34 | 12855.2 | |||
| 7 Liabilities: Amounts Falling Due Within One Year | 2021 | 2020 | |||
| £ | |||||
| Creditors | |||||
| Oaklands Catholic School - Wages | 6956.28 | 5408.86 | |||
| Oaklands Catholic School - Other Expenses | 219.97 | 893.35 | |||
| Sub Total | 7176.25 | 6302.21 | |||
| 8 Analysis of Net Assets By Fund | Restricted | Endowment | Total Funds | ||
| Funds | Funds | 2021 | 2020 | ||
| £ | £ | £ | |||
| Current assets | 32508.34 | 0 | 32508.34 | 14030.2 | |
| Current liabilities | 7176.25 | 0 | 7176.25 | 6302.21 | |
| Sub Total | 25332.09 | 0 | 25332.09 | 7727.99 |
Oscar Romero Award Trust
Statement of Financial Activities for the Year Ended 31st August 2021
| Note | Restricted | Endowment | Total Funds | ||||
|---|---|---|---|---|---|---|---|
| Funds | Funds | 2021 | 2020 | ||||
| £ | £ | £ | £ | ||||
| INCOME AND ENDOWMENTS FROM: | 2 | ||||||
| Donations, Grants and Legacies | 33345 | 0 | 33345 | 0 | |||
| Charitable Activities | 2550 | 0 | 2550 | 3175 | |||
| Other Income | 0 | 0 | 0 | 0 | |||
| Investments | 0 | 0 | 0 | 0 | |||
| TOTAL INCOME | 35895 | 0 | 35895 | 3175 | |||
| EXPENDITURE ON: | 3 | ||||||
| Charitable Activities | 18290.9 | 0 | 18290.9 | 18509.7 | |||
| Other Expenditure | 0 | 0 | 0 | 0 | |||
| TOTAL EXPENDITURE | 18290.9 | 0 | 18290.9 | 18509.7 | |||
| Net Movement in Funds | 17604.1 | 0 | 17604.1 | -15334.7 | |||
| Balances brought forward at 1st September 2020 | 7727.99 | 0 | 7727.99 | 23062.69 | |||
| Balances carried forward at 31st August 2021 | 25332.09 | 0 | 25332.09 | 7727.99 |
Balance Sheet as at 31st August 2021
| Note | 2021 | 2020 | ||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Fixed Assets | ||||||
| Tangible Fixed assets | 0 | 0 | ||||
| Investment assets | 0 | 0 | ||||
| 0 | 0 | |||||
| Current Assets | ||||||
| Stock | 0 | 0 | ||||
| Debtors and Prepayments | 4 | 975 | 1175 | |||
| Short Term Deposits | 5 | 0 | 0 | |||
| Cash at bank and in hand | 6 | 31533.34 | 12855.2 | |||
| Loan | 7 | 0 | ||||
| 32508.34 | 14030.2 | |||||
| Liabilities: Amounts Falling Due Within One Year | 8 | 7176.25 | 6302.21 | |||
| Net Current Assets | 9 | 25332.09 | 7727.99 | |||
| Net Assets | 25332.09 | 7727.99 | ||||
| Funds | ||||||
| Restricted | 25332.09 | 7727.99 | ||||
| Endowment | 0 | 0 | ||||
| 25332.09 | 7727.99 | 0 | ||||
| Approved by the Trustees and signed on its behalf by | ||||||
| Matthew Quinn | ||||||
| …………………………………………………………… | Dated…06.05.2022 | |||||
| Accounting ofcer: Tim Finch | Dated …03.03.2022………………… |
Statement of Financial Activities for the Year Ended 31st August 2021
| Restricted | Endowment | Total Funds | |||
|---|---|---|---|---|---|
| 2 Incoming Resources | Funds | Funds | 2021 | 2020 | |
| £ | £ | £ | |||
| Donations, Grants and Contributions | |||||
| Donations | 0 | 0 | 0 | 0 | |
| Platter Trust Grant | 18345 | 18345 | 0 | ||
| Archbishop Romero Grant | 5000 | 5000 | 0 |
| Jesuit Fund for Social Justice Grant | 10000 | 10000 | 0 | ||
|---|---|---|---|---|---|
| Sub Total | 33345 | 0 | 33345 | 0 | |
| Income from Charitable Activities | |||||
| Conributions | 2550 | 0 | 2550 | 3175 | |
| Sub Total | 2550 | 0 | 2550 | 3175 | |
| Income Tax recoverable | 0 | 0 | 0 | 0 | |
| Investment Income | |||||
| Bank and Deposit Account Interest | 0 | 0 | 0 | 0 | |
| Sub Total | 0 | 0 | 0 | 0 | |
| Total Incoming Resources | 35895 | 0 | 35895 | 3175 | |
| Restricted | Endowment | Total Funds | |||
| Funds | Funds | 2021 | 2020 | ||
| £ | £ | £ | |||
| 3 Resources Expended | |||||
| Insurance | 0 | 0 | 0 | 262.64 | |
| Co-Ordinator Salary Costs | 16745.16 | 0 | 16745.16 | 16248.95 | |
| Website Setup and Annual Support and Maintenance | 847.02 | 0 | 847.02 | 702 | |
| Online Meeting Annual Subscription | 143.88 | 0 | 143.88 | 0 | |
| Postage and Stationary | 8.46 | 0 | 8.46 | 77.16 | |
| Marketing | 0 | 0 | 0 | 232 | |
| Certifcates Printing | 0 | 0 | 0 | 143.84 | |
| Hospitality | 14.4 | 0 | 14.4 | 6.86 | |
| Telephone | 50 | 0 | 50 | 80 | |
| Travel Expenses | 481.98 | 0 | 481.98 | 756.25 | |
| Total Resources Expended | 18290.9 | 0 | 18290.9 | 18509.7 | |
| 4 Debtors | 2021 | 2020 | |||
| £ | |||||
| Oaklands Catholic School & Sixth Form College | 0 | 0 | |||
| Subscribing Schools various | 975 | 1175 | |||
| Sub Total | 975 | 1175 | |||
| 5 Short Term Deposits | 2021 | 2020 | |||
| £ | |||||
| 0 | 0 | ||||
| Sub Total | 0 | 0 | |||
| 6 Cash at Bank | 2021 | 2020 | |||
| £ | |||||
| Lloyds Current Account | 31533.34 | 12855.2 | |||
| Sub Total | 31533.34 | 12855.2 | |||
| 7 Liabilities: Amounts Falling Due Within One Year | 2021 | 2020 | |||
| £ | |||||
| Creditors | |||||
| Oaklands Catholic School - Wages | 6956.28 | 5408.86 | |||
| Oaklands Catholic School - Other Expenses | 219.97 | 893.35 | |||
| Sub Total | 7176.25 | 6302.21 | |||
| 8 Analysis of Net Assets By Fund | Restricted | Endowment | Total Funds | ||
| Funds | Funds | 2021 | 2020 | ||
| £ | £ | £ | |||
| Current assets | 32508.34 | 0 | 32508.34 | 14030.2 | |
| Current liabilities | 7176.25 | 0 | 7176.25 | 6302.21 | |
| Sub Total | 25332.09 | 0 | 25332.09 | 7727.99 |