BIRKENHEAD SCHOOL FOUNDATION TRUST

Registered charity 1068650 · accounts filings on the Charity Commission register

The Trust assists Birkenhead School in various ways: by giving money to the School for the provision of bursaries; and by providing money to the School for capital and special projects.

Causes: Education/training · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£367k

Latest spending

£145k

Registered

1998

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted free reserves amounted to £8,576,968, with total funds of £8,777,028. The trustees report a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future, adopting the going concern basis. The charity generated a net income of £480,562 for the year, largely driven by investment gains.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: seek to increase the capital held by the Trust (held: £8.6m)

“it is therefore the policy of the Trustees to seek to increase the capital held by the Trust.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Xeinadin Audit Limited. Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/08/2023)

Total income

£2.0m

Total spending

£374k

Cost of raising funds

£40k

Reserves (reported)

£6.6m

Employees

Reported reserves equal ~211.1 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (88% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

Daniel John Byrne
EDWARD NICHOLAS RICE FRICS MCIA
HARRY EDEN ROYDS FITZHERBERT BA, PGCE
Josh Stirrett
MR M R FEENY LLB
Mr M R Cashin · trustee of 1 other charity
Mr P R VICARS
Neil Patrick Turner · trustee of 1 other charity
Thomas Whitworth

Trustee list from the Charity Commission register (current, not historical).

Operates in: Wirral

Income and spending

Financial year end	Income	Spending
31/08/2025	£367k	£145k
31/08/2024	£370k	£120k
31/08/2023	£2.0m	£374k
31/08/2022	£447k	£279k
31/08/2021	£374k	£245k

Common questions

Is BIRKENHEAD SCHOOL FOUNDATION TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted free reserves amounted to £8,576,968, with total funds of £8,777,028. The trustees report a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future, adopting the going concern basis. The charity generated a net income of £480,562 for the year, largely driven by investment gains. Its FY2025 accounts were audited by Xeinadin Audit Limited.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
VISCOUNT AMORY'S CHARITABLE TRUST	1	£198k
THE AMELIA CHADWICK TRUST	1	£4k
GOWLING WLG (UK) CHARITABLE TRUST	1	£3k
MISS E F RATHBONE CHARITABLE TRUST	1	£1k
The Patricia Routledge Foundation	1	£300

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Bedford School Foundation Trust.

Bedford School Foundation Trust income £2.7m
BIRKENHEAD SCHOOL income £13.6m
BEACHBOROUGH SCHOOL TRUST LIMITED income £7.3m
THE KING EDWARD'S SCHOOL BIRMINGHAM TRUST income £808k
BELMONT-BIRKLANDS SCHOOL TRUST LIMITED income £2.1m
THE ST ANDREW'S SCHOOL TRUST income £2.2m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
BIRKENHEAD SCHOOL FOUNDATION TRUST	£367k	—	0	unclear	—	no doubt
Bedford School Foundation Trust FY2025	£2.7m	—	0	above	—	no doubt
BIRKENHEAD SCHOOL FY2025	£13.6m	—	—	above	—	no doubt
BEACHBOROUGH SCHOOL TRUST LIMITED FY2025	£7.3m	—	—	unclear	—	no doubt
THE KING EDWARD'S SCHOOL BIRMINGHAM TRUST FY2024	£808k	—	0	unclear	—	no doubt
BELMONT-BIRKLANDS SCHOOL TRUST LIMITED FY2025	£2.1m	—	0	below	—	noted

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.