BIRKENHEAD SCHOOL
We are an independent, co-educational school which admits girls and boys from 3 months to 18 years. The School comprises of a Nursery, Pre-Prep, Prep and Senior elements (including 6th Form).
Objects
A) THE ACQUISITION OF THE PROPERTY AND ASSETS OF THE BIRKENHEAD SCHOOL LIMITED, THE TRUST KNOWN AS THE MCALLESTER TRUST (CONSTITUTED BY TRUST DEED DATED 18 NOVEMBER 1952) AND THE TRUST KNOWN AS THE JUBILEE TRUST (CONSTITUTED BY TRUST DEED DATED 30 MARCH 1911) AND THE CARRYING ON, AS SUCCESSORS TO THE SAID COMPANY AND TRUSTS OF THEIR CHARITABLE OBJECTS AND THE ADOPTION AND DISCHARGE OF THEIR LIABILITIES AND ENGAGEMENTS.B) TO FURTHER THE EDUCATION (ACADEMIC, SOCIAL, MORAL AND PHYSICAL) OF PUPILS ATTENDING THE BIRKENHEAD SCHOOL (INCLUDING THE BIRKENHEAD PREPARATORY SCHOOL) IN ACCORDANCE WITH CHRISTIAN PRINCIPLES.
Financial health, per its FY2025 accounts
The accounts state that the School's financial position remains strong, with a cash surplus from operations of just over 5% of net fee income achieved. Total funds across the School Group amounted to £22,798,128 as at 31 August 2025, with free reserves of £9,105,128. The capital investment programme is currently funded without external borrowing.
What the accounts disclose
“Around 95% of the School’s operating income was derived from fees and associated charges.” — page 17
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to at least three months' operating expenses” — page 16
“a wholly-owned trading subsidiary, Novitas Services Limited (company no. 4501547), which transferred its activities to Birkenhead School at the end of August 2009 and is now dormant” — page 17
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/08/2025
- Volunteers: 12
- Government income: £746,377 — contracts £200,903 (20), grants £545,474 (2); 6% of the £13,561,480 total gross income on the same return
- Employees paid over £60,000: 12 (£60,001–£70,000: 6; £70,001–£80,000: 2; £80,001–£90,000: 1; £90,001–£100,000: 2; £150,001–£200,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 30
- Government income: £428,655 — contracts £140,436 (16), grants £288,219 (2); 3% of the £13,639,560 total gross income on the same return
- Employees paid over £60,000: 10 (£60,001–£70,000: 6; £70,001–£80,000: 1; £80,001–£90,000: 1; £90,001–£100,000: 1; £130,001–£140,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/08/2023
- Volunteers: 30
- Government income: £416,341 — contracts £161,990 (12), grants £254,351 (3); 3% of the £12,484,010 total gross income on the same return
- Employees paid over £60,000: 16 (£60,001–£70,000: 5; £70,001–£80,000: 7; £80,001–£90,000: 1; £100,001–£110,000: 1; £110,001–£120,000: 1; £150,001–£200,000: 1)
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 14/07/2023, 14 days after the 30/06/2023 due date).
Corporate structure
- Registered company of the charity Companies House 04492250
- Trading subsidiary: NOVITAS SERVICES LIMITED Companies House 04501547 · Financial health read from its filings
- Creditors: amounts owed to group undertakings of £351,867 (2025) and £351,867 (2024).
Leadership, per the charity’s website
- Tom Whitworth — Head of Seniors
- Danny Byrne — Clerk
Company officers (Companies House)
- GOULD, Michael Anthony on trustee list
- SOWERBY, Julian on trustee list
- STIRRETT, Josh Patrick on trustee list
- ARMSTRONG, Andrew Earnshaw on trustee list
- ADAMS, Phillip James not on trustee list
- ATKINSON HOWARD, Christine Alison not on trustee list
- THORP, Nicola Jayne, Dr not on trustee list
- FURNISS, Michael Stuart on trustee list
- CASHIN, Mark Richard not on trustee list
- BYRNE, Daniel John
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Andrew Armstrong
- Christine Atkinson Howard
- Josh Stirrett
- Julian Sowerby
- MR M R CASHIN MA
- Michael Anthony Gould
- Michael Stuart Furniss
- Philip Adams
- dr Nicola Jayne Thorp MRCP, FRCR
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £13.6m | £13.3m |
| 31/08/2024 | £13.6m | £13.1m |
| 31/08/2023 | £12.5m | £12.0m |
| 31/08/2022 | £11.6m | £11.0m |
| 31/08/2021 | £10.4m | £9.7m |
Common questions
Is BIRKENHEAD SCHOOL financially healthy?
Per its FY2025 accounts: The accounts state that the School's financial position remains strong, with a cash surplus from operations of just over 5% of net fee income achieved. Total funds across the School Group amounted to £22,798,128 as at 31 August 2025, with free reserves of £9,105,128. The capital investment programme is currently funded without external borrowing. Its FY2025 accounts were audited by Jolliffe & Co LLP.
Who funds BIRKENHEAD SCHOOL?
Funders whose own accounts filings name BIRKENHEAD SCHOOL as a grant recipient include BIRKENHEAD SCHOOL FOUNDATION TRUST, VISCOUNT AMORY'S CHARITABLE TRUST, The Patricia Routledge Foundation.
Shared trustees with funders
- Mr M R Cashin — trustee here and at BIRKENHEAD SCHOOL FOUNDATION TRUST
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| BIRKENHEAD SCHOOL FOUNDATION TRUST | FY2022 | Unverified read£9.2m | bursaries and other necessary expenditure |
| BIRKENHEAD SCHOOL FOUNDATION TRUST | FY2023 | £268k | bursaries, fundraising activities and other necessary expenditure |
| BIRKENHEAD SCHOOL FOUNDATION TRUST | FY2021 | £191k | bursaries and other necessary expenditure |
| VISCOUNT AMORY'S CHARITABLE TRUST | FY2025 | £97k | Related party transaction (Education of Emily and Edward Groves) |
| BIRKENHEAD SCHOOL FOUNDATION TRUST | FY2024 | £73k | Grant funding of activities |
| BIRKENHEAD SCHOOL FOUNDATION TRUST | FY2025 | £71k | bursaries, fundraising activities and other necessary expenditure |
| VISCOUNT AMORY'S CHARITABLE TRUST | FY2022 | £60k | for the benefit of Emily and Edward Groves |
| VISCOUNT AMORY'S CHARITABLE TRUST | FY2025 | £16k | Educational |
| VISCOUNT AMORY'S CHARITABLE TRUST | FY2024 | £14k | Educational |
| VISCOUNT AMORY'S CHARITABLE TRUST | FY2023 | £12k | Educational |
| BIRKENHEAD SCHOOL FOUNDATION TRUST | FY2024 | £5k | Charitable donations |
| The Patricia Routledge Foundation | FY2021 | £2k | |
| The Patricia Routledge Foundation | FY2022 | £100 | |
| The Patricia Routledge Foundation | FY2025 | £100 | |
| The Patricia Routledge Foundation | FY2024 | £100 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GENERATIONAL FOUNDATION | 1 | £207k |
Charities like this
- BERKHAMSTED SCHOOLS GROUP
- BURGESS HILL SCHOOL FOR GIRLS COMPANY
- BIRCH HILL PRE-SCHOOL
- BICKNACRE PRE-SCHOOL
- BIDEFORD BAPTIST PRESCHOOL
- COXHEATH PRESCHOOL GROUP
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BIRKENHEAD SCHOOL | £13.6m | — | — | above | — | no doubt |
| BERKHAMSTED SCHOOLS GROUP | £49.9m | — | — | below | — | no doubt |
| BURGESS HILL SCHOOL FOR GIRLS COMPANY | £9.5m | — | — | unclear | — | no doubt |
| BIRCH HILL PRE-SCHOOL | £211k | — | 0 | unclear | — | no doubt |
| BICKNACRE PRE-SCHOOL | £129k | — | 0 | unclear | — | no doubt |
| BIDEFORD BAPTIST PRESCHOOL | £198k | — | 0 | unclear | — | noted |