BIRKDALE SCHOOL
Independent primary and secondary school
Financial health, per its FY2025 accounts
The accounts state that the charity recorded a total deficit of £2,976,894, largely driven by a £1,796,834 paper loss from property revaluation. Per the trustees' report, unrestricted funds were negative at £124,533, though the school maintained a positive cash balance of £1,817,465 and expects reserves to return to a positive position in the next financial period.
What the accounts disclose
“an appropriate minimum threshold of free reserves was approximately 5% of total income, namely some £650,000.” — page 10
Corporate structure
- Registered company of the charity Companies House 02792166
Leadership, per the charity’s website
- Ben Bowles — Head
- Jackie McDermott — Head of the Prep School
- Mr Ryan Becks — Deputy Head (Academic)
Company officers (Companies House)
- CHAPPELL, Joanne Elizabeth on trustee list
- NELSON-PIERCY, Nicholas on trustee list
- WRAGG, Heidi Brisbane on trustee list
- DRURY, Stephen Jason on trustee list
- BIRCHENALL, Neill Andrew on trustee list
- DAWSON, Jeremy Francis, Professor on trustee list
- DENNIS, Matthew Oliver on trustee list
- HETHERINGTON, Elizabeth Ann on trustee list
- HOUGHTON, Paul Richard on trustee list
- WALKER, Kathryn Mary not on trustee list
- WADE, Ronan Jeffrey
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Register events
- Received assets from another charity (04/02/2025)
Trustees
- Paul Richard Houghtonchair
- DR ALEXANDER LESLIE GRIFFIN
- Elizabeth Ann Hetherington
- Heidi Brisbane Wragg
- Joanne Chappell
- KATHRYN MARY WALKER MA
- Matthew Oliver Dennis
- Neill Andrew Birchenall
- Nicholas Nelson-Piercy
- Professor Jeremy Francis Dawson
- Richard John Holland
- Stephen Jason Drury
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £12.7m | £13.8m |
| 31/08/2024 | £13.0m | £13.6m |
| 31/08/2023 | £13.4m | £10.2m |
| 31/08/2022 | £9.1m | £9.2m |
| 31/08/2021 | £8.7m | £8.7m |
Common questions
Is BIRKDALE SCHOOL financially healthy?
Per its FY2025 accounts: The accounts state that the charity recorded a total deficit of £2,976,894, largely driven by a £1,796,834 paper loss from property revaluation. Per the trustees' report, unrestricted funds were negative at £124,533, though the school maintained a positive cash balance of £1,817,465 and expects reserves to return to a positive position in the next financial period. Its FY2025 accounts were audited by Sumer Auditco Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE WELLINGTON SCHOOL FOUNDATION | 1 | £454k |
| VISCOUNT AMORY'S CHARITABLE TRUST | 1 | £230k |
| THE COPPING JOYCE FOUNDATION | 1 | £173k |
| THE JMCMRJ SORRELL FOUNDATION | 1 | £25k |
Charities like this
- BURY MANOR SCHOOL TRUST LIMITED (DORSET HOUSE SCHOOL)
- BELMONT-BIRKLANDS SCHOOL TRUST LIMITED
- BISHOP CHALLONER SCHOOL
- BLUNDELL'S SCHOOL
- ST MARY'S SCHOOL (COLCHESTER) LIMITED
- NORTHBOURNE PARK SCHOOL LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BIRKDALE SCHOOL | £12.7m | — | 0 | unclear | — | no doubt |
| BURY MANOR SCHOOL TRUST LIMITED (DORSET HOUSE SCHOOL) | £2.3m | £100,001 - £110,000 | — | below | — | noted |
| BELMONT-BIRKLANDS SCHOOL TRUST LIMITED | £2.1m | — | 0 | below | — | noted |
| BISHOP CHALLONER SCHOOL | £3.5m | — | — | unclear | — | no doubt |
| BLUNDELL'S SCHOOL | £19.5m | £170,001 - £180,000 | — | unclear | — | no doubt |
| ST MARY'S SCHOOL (COLCHESTER) LIMITED | £7.0m | £80,001 - £90,000 | — | unclear | — | no doubt |