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.

Objects

TO ASSIST AND SUPPORT THE BIRKENHEAD SCHOOL LIMITED.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Wirral, North West, England (from the postcode on the register)

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

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/08/2022 (received 12/07/2023, 12 days after the 30/06/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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

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

Reported reserves equal ~211.1 months of spending — in the top quarter for charities its size (median 7.2 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 (3.2%) (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

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BIRKENHEAD SCHOOL ENDOWMENT FUND IN CONNECTION WITH THE BIRKENHEAD SCHOOL LIMITED.

• BIRKENHEAD SCHOOL ENDOWMENT FUND IN CONNECTION WITH THE BIRKENHEAD SCHOOL LIMITED income £29k
• BG SCHOOL FUND income £41k
• BOURNEMOUTH SCHOOL FUND income £103k
• FRANCIS BANCROFT'S TRUST income £179k
• BCH TRUST income £237k
• Bedford School Foundation Trust income £2.7m

Side by side with its peers

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