Finance Score: 0

Governance Score: 9

Support Score: 1

Poor Liquidity: -1
Pension deficit: -1
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 10

THE ORMISTON TRUST

Ormiston Trust supports children and their families by way of grants to Ormiston organisations and the sponsorship of Multi Academy Trusts. Four core values underpin our work: Nurture; Empower; Innovate; and Impact.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £26,613,000
On several occasions in recent years income has been less than spending

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
31/08/22		£339,065	£301,876	£37,189	£629	£613,229	£15,665	0.6	5,331
31/08/21		£258,916	£268,136	£-9,220	£657	£405,224	£12,159	0.5	4,759
31/08/20		£275,480	£251,466	£24,014	£811	£433,657	£10,698	0.5	5,196
31/08/19		£234,544	£238,008	£-3,464	£8	£421,162	£11,573	0.6	4,786
31/08/18		£263,703	£227,967	£35,736	£955	£454,128	£13,450	0.7	4,979
31/08/17?	*	£208,090	£203,695	£4,395	£1,759	£395,145	£11,396	0.7	4,626
30/06/16	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 5%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 0.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2.1

Asset Split ?

Established: 8 years

http://www.ormistontrust.org/

jmurray@ormistontrust.co.uk

02072667940

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Secondary schools

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

5,331 employees

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
National Lottery Community Fund - #IWILL - The OT OAT Social Action Programme
£962,481	26/02/2018 36	#IWILL - The OT OAT Social Action Programme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-86

NICOLA KIDSTON Appointed: 2022, Occupation: Peer Power Youth- Deputy Ceo And Head Of Programme

DIANA MARY MURRAY Appointed: 2011, Occupation: Trustee

DUNCAN MURRAY Appointed: 2009, Occupation: Trustee

PETER CORNFORTH Appointed: 2022, Occupation: Consultant, Other trusteeship: THE WHITGIFT FOUNDATION,

STEVE LAMOND MACLEOD Appointed: 2012, Occupation: Financial Adviser

PETER MURRAY OBE (Chair) Appointed: 1982, Occupation: Chartered Surveyor, Other trusteeship: ORMISTON FAMILIES,

Legal constitution

Charitable company registered in England & Wales on 11/11/2015, number: 1164358
Registered at Companies House on 20/06/2015, number: 09648958

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

7 returns made; AR17: 25 days late, AR16: 85 days late,

Main office

Unit 1
Windmill Oast
Benenden Road,Rolvenden
CRANBROOK
Kent
TN17 4PF

Objectives

SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLEACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIMEDETERMINE.IN PARTICULAR BUT NOT EXCLUSIVELY BY THE RELIEF IN NEED AND SUPPORT OF VULNERABLECHILDREN AND THEIR FAMILIES.

Data Sources