Warning Some of this trust's schools have data from a period less than 12 months

Initio Learning Trust

There are several ways for you to compare this trust against others.

This trust has 17 schools. At the time of the 2022 / 2023 financial submission there were 17 schools in scope for financial benchmarking. Post 16 academies are included for distribution purposes, but cannot be benchmarked.

Data for academies in a MAT includes an apportioned share of MAT central finance on a pro-rata basis using FTE pupil numbers.

Expenditure

£37.29m

Income

£36.57m

In-year balance

-£721k

Revenue reserve

£2.18m

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Schools currently in this trust

• Allenbourn Middle School
• Bridport Primary School
• Bridport, St Mary's Church of England Primary School
• Burton Bradstock Church of England Voluntary Controlled School
• Colehill First School
• Emmanuel Middle Church of England Middle School
• Hayeswood First School
• Hillside Community First School
• Lockyer's Middle School
• Merley First School
• Pamphill Church of England First School
• Queen Elizabeth's School
• St John's Church of England First School, Wimborne
• St Michael's Church of England Middle School, Colehill
• The Sir John Colfox Academy
• Verwood Church of England First School
• Witchampton Church of England First School

Compare schools in this trust

Schools in this trust's 2022 / 2023 submission

• Allenbourn Middle School
• Bridport Primary School
• Bridport, St Mary's Church Of England Primary School
• Burton Bradstock Church Of England Voluntary Controlled School
• Colehill First School
• Emmanuel Middle Church Of England Middle School
• Hayeswood First School
• Hillside Community First School
• Lockyer's Middle School
• Merley First School
• Pamphill Church Of England First School
• Queen Elizabeth's School - Wimbourne
• Sir John Colfox Academy
• St John's Church Of England First School, Wimborne
• St Michael's Church Of England Middle School, Colehill
• Verwood Church Of England First School
• Witchampton Church Of England First School

Trust history

School year	Date	Event	Organisation
2014/2015	01/03/2015	Joined trust	Allenbourn Middle School
	01/03/2015	Joined trust	Colehill First School
	01/03/2015	Joined trust	Hayeswood First School
	01/03/2015	Joined trust	Merley First School
	01/03/2015	Joined trust	St John's Church of England First School, Wimborne
	01/03/2015	Joined trust	St Michael's Church of England Middle School, Colehill
	01/03/2015	Joined trust	Witchampton Church of England First School
2017/2018	01/01/2018	Joined trust	Emmanuel Middle Church of England Middle School
	01/07/2018	Joined trust	Lockyer's Middle School
2018/2019	01/01/2019	Joined trust	Hillside Community First School
	01/01/2019	Joined trust	Verwood Church of England First School
2019/2020	01/09/2019	Joined trust	Queen Elizabeth's School
2020/2021	01/10/2020	Joined trust	Pamphill Church of England First School
2022/2023	01/02/2023	Joined trust	The Sir John Colfox Academy
	01/02/2023	Joined trust	Bridport Primary School
	01/02/2023	Joined trust	Bridport, St Mary's Church of England Primary School
	01/02/2023	Joined trust	Burton Bradstock Church of England Voluntary Controlled School

• Companies House number: 9362004

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• View this trust's data on other services: Get information about schools

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Total expenditure

2022/2023

£37.29m

2022/2023

£37.29m

Year	Amount
2018/2019	£14,857,000
2019/2020	£24,758,000
2020/2021	£26,571,000
2021/2022	£30,595,000
2022/2023	£37,293,000

Staff total

2022/2023

£28.24m

2022/2023

£28.24m

Year	Amount
2018/2019	£11,694,000
2019/2020	£19,864,000
2020/2021	£21,183,000
2021/2022	£23,507,000
2022/2023	£28,238,000

Premises total

2022/2023

£1.85m

2022/2023

£1.85m

Year	Amount
2018/2019	£1,233,000
2019/2020	£1,741,000
2020/2021	£1,743,000
2021/2022	£2,451,000
2022/2023	£1,845,000

Occupation total

More about occupation total

These are costs associated with occupying the school building. They include energy, water, sewerage, rates, insurance, and catering.

2022/2023

£1.72m

2022/2023

£1.72m

Year	Amount
2018/2019	£691,000
2019/2020	£1,509,000
2020/2021	£1,530,000
2021/2022	£1,876,000
2022/2023	£1,719,000

Supplies and services total

2022/2023

£5.49m

2022/2023

£5.49m

Year	Amount
2018/2019	£1,542,000
2019/2020	£1,886,000
2020/2021	£2,102,000
2021/2022	£2,761,000
2022/2023	£5,491,000

Interest charges for loans and banking

More about interest charges for loans and banking

This includes:

• interest paid on overdrafts and other liabilities

It excludes:

• interest received

2022/2023

£0

2022/2023

£0

Year	Amount
2018/2019	No data
2019/2020	No data
2020/2021	£1,000
2021/2022	£0
2022/2023	£0

Cost of finance total

2022/2023

£0

2022/2023

£0

Year	Amount
2018/2019	-£353,000
2019/2020	-£460,000
2020/2021	No data
2021/2022	No data
2022/2023	No data

Special facilities total

More about special facilities total

This includes:

• swimming pools and sports centres
• boarding provision
• rural studies and farm units
• payments by your school to another school for the benefit of pupils at the other school
• pupil inter-site travel, eg moving between sites
• expenses relating to before and after school clubs
• delegated home to school transport
• indirect employee expenses and agency staff expenses relating to a special facility
• purchase of trading items for re-sale, eg school uniforms, books, stationery
• donations paid by the school to a charity
• community education with a benefit to the pupils at the school

It excludes:

• staff costs associated with managing and supporting the special facility for directly employed staff
• staff teaching in the special facility
• school trips
• residential special schools
• any community-focused expenditure

2022/2023

£0

2022/2023

£0

Year	Amount
2018/2019	£50,000
2019/2020	£218,000
2020/2021	£12,000
2021/2022	£0
2022/2023	£0

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