Financial Information

In this section, you will find information on Statutory Reporting:

• Annual Reports & Accounts
• Epworth Education Trust Legal Documents 
• Trade Union Facility Time 

Employee Benefits Disclosure

For the Financial Year 2023-24, following employees of Epworth Education Trust are paid over £100,000 (including Employers Pension Contributions).

Bandings	Number of Employees
£110k - £120k	1
£170k - £180k	1

Annual Reports and Accounts

Annual Report and Acccounts 2023-24

Annual Report and Accounts 2022-23

Annual Report and Accounts 2021-22

Funding Agreements

The Master Funding Agreement provides the framework for the academy trust to operate in and is sectioned into the following areas:

• Academy Requirements & Conduct
• Governance requirements
• General running of the academies including DBS checks, school day, exclusions and SEN
  staff & pensions
• Curriculum & assessments inc British values and Equality
• Charging
• School meals – follow food std
• Funding
• Accounts & audit
• Information & communication
• Insurance
• Borrowing
• Asset Management
• Charity law compliance
• Terminations of funding agreements

Each school within Epworth Education Trust also has a School Funding Agreement and Church Supplementary Agreement. Academy specifics are included in the SFA re. capacity, religious authority, age range and land information.

• Deed of Variation Rosehill Methodist Academy - SFA Signed and Sealed download_for_offline
  download_for_offlineDeed of Variation Rosehill Methodist Academy - SFA Signed and Sealed
• DoV MFA and SFA Epworth Trust Bedford Hall and Westleigh download_for_offline
  download_for_offlineDoV MFA and SFA Epworth Trust Bedford Hall and Westleigh
• DoV and SFA Nutgrove Rosehill and Wesley download_for_offline
  download_for_offlineDoV and SFA Nutgrove Rosehill and Wesley
• DoV EET Funding Document Engrossment download_for_offline
  download_for_offlineDoV EET Funding Document Engrossment
• DoV for Summerseat Methodist Primary School download_for_offline
  download_for_offlineDoV for Summerseat Methodist Primary School
• SFA - Bakewell Methodist Primary School download_for_offline
  download_for_offlineSFA - Bakewell Methodist Primary School
• SFA - Hey with Zion Methodist Primary School download_for_offline
  download_for_offlineSFA - Hey with Zion Methodist Primary School
• SFA - Leyland Methodist Infant School download_for_offline
  download_for_offlineSFA - Leyland Methodist Infant School
• SFA - Leyland Methodist Junior School download_for_offline
  download_for_offlineSFA - Leyland Methodist Junior School
• SFA - Summerseat Methodist Primary School download_for_offline
  download_for_offlineSFA - Summerseat Methodist Primary School
• SFA - Wheatley Lane Methodist Primary School download_for_offline
  download_for_offlineSFA - Wheatley Lane Methodist Primary School

Trade Union Facility Time Regulation

The Trade Union (Facility Time Publication Requirements) Regulations 2017 came into force on the 1st April 2017. These regulations place a legislative requirement on relevant public sector employers to collate and publish, on an annual basis, a range of data on the amount and cost of facility time within their organisation.

The regulations only apply to employers that have at least one TU representative and which have more than 49 full time equivalent (FTE) employees during any seven months of a 12 month relevant period.

Although the Epworth Education Trust does not have the above qualification and has no trade union representatives within any of its schools, it does buy into the school's local authority's facility time agreement. The cost of this for the Trust in 223-24 was £4823.

The relevant local authorities below publish information on the

• Number of employees who were relevant union officials during the relevant period
• How many employees who were relevant union officials during the relevant period spent a) 0%, b) 1 – 50%, c) 51-99% or d) 100% of their working hours on facility time
• Percentage of the total pay bill spent on facility time
• Time spent on paid trade union activities as a percentage of total paid facility time hours

Bury Council - Click here for facility time information

Wigan Council - Click here for facility time information

Tameside Council - Click here for facility time information

St Helens Council - Click here for facility time information

Derbyshire Council - Click here for facility time information

Oldham Council - Click here for facility time information

Lancashire Council - Click here for facility time information

Gender Pay Gap

As at 31 March 2024, the Trust was under 250 employees so does not need to publish a Gender Pay gap.