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TRUST STATUS. NASSH NOVEMBER 22nd 2012 MARY NEATE. What is a Trust School?. A foundation school with a charitable trust

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Trust status




What is a trust school

What is a Trust School?

  • A foundation school with a charitable trust

  • The school(s) and partners work together for the benefit of the school(s) – a model for effective collaboration, shared services, efficiencies and economies of scale

  • The school retains its ethos and identity

  • Remains a Local Authority school – included in all strategic planning

Shared trusts

Shared Trusts

  • Many build on the success of existing partnerships

  • Desire to ensure long-term stability & sustainability

  • Provide schools with the opportunity to work in a non-threatening partnership

  • Schools share a vision for the future & agree on educational priorities

  • A formal and robust structure enables schools to address an agreed joint agenda



  • Existing GB makes decisions about the Trust, selects the Trust partners & leads the process

  • GB remains responsible for the strategic direction of the school & is accountable for standards

  • Some additional responsibilities:

  • Admissions authority

  • Employer of staff

    Schools can continue to use LA or other services for these


The trust 1

The Trust - 1

  • An incorporated charity (company limited by guarantee), not-for-profit organisation

  • Generates its own funding

  • Has 2 objects:

  • The advancement of education (has a focus)

  • The contribution to community cohesion

  • Has 2 responsibilities:

  • Appoints some governors to the existing GB

  • Holds the land & assets of the school on trust

The trust 2

The Trust - 2

  • GB selects any number of Trust partners – can be individuals or organisations

  • GB decides on the number of trustees (also known as Directors) – minimum of 2

  • Trustees are named individuals responsible for the management of the Trust

  • Additional partners can join the Trust at any time

The trust 3

The Trust - 3

  • Trust meetings - this is where the main strategic decisions are made.

  • The frequency of trustees' meetings should reflect the needs of the individual organisation. It is recommended that a minimum of two full trustees' meetings are held in any 12 month period,

  • The trustees (deciding as a group) may wish to invite non-trustees to some of their meetings. No-one, apart from the trustees, can vote at trustees' meetings and trustees cannot delegate their responsibilities.

Trust status

Trust School model – a community & family learning focus to develop health related facilities which support priorities in education & health.

Trust school model multi agency working and encouraging community involvement

Trust School model – multi-agency working and encouraging community involvement

Trust school co operative model developing social responsibility promoting self help democracy

Trust School Co-operative model– developing social responsibility, promoting self-help &democracy

Trust school process

Trust School process



  • There is a statutory process – but it is not burdensome

  • Schools can work at their own pace

  • Fast-track process can be done in approximately 15 weeks

  • Schools tend to take 2 terms - 1 school year

  • Trust documentation can be common to all schools but each school has to go through the Trust process

Demands on gb headteachers

Demands on GB & Headteachers

  • Need to know everything that is going on – including cost implications

  • Need to agree on a name for the Trust

  • Need to agree on the choice of a solicitor

  • Need to agree on an implementation date

  • Need to agree on documentation – MoU, consultation documents, statutory proposals (this can be delegated to a GB committee which reports to the full GB)

  • Need to accept or reject the final proposals (determination)

  • Meetings can be linked into GB cycle of meetings

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