BEECH LODGE SCHOOL LIMITED
The organisation is a special school in Berkshire for children between 7 and 18 years of age. The organisation aims to reach out to those children whose needs may not be fulfilled in a mainstream setting and provides facilities and services to staff, parents and pupils in order to facilitate the provision of excellent education. Expertise in social & emotional difficulties caused by early trauma.
Financial health, per its FY2025 accounts
The accounts state that the group reported a surplus of £189,074 for the year ended 31 August 2025, with total incoming resources of £4,040,080 and resources expended of £3,851,006. Per the trustees' report, unrestricted reserves increased to £767,153, which the trustees note effectively represent commitments due under the property lease. The trustees and auditors both confirm that the charity has adequate resources to continue as a going concern with no material uncertainties identified.
What the accounts disclose
“Fees receivable 4,039,871”
“M Shanly is husband of D Shanly and a director of Shanly Homes Limited to which Beech Lodge School Limited paid £620 (2024: £708) in the year for maintenance and other costs. At the balance sheet date £661 (2024: £119) was payable to Shanly Homes Limited.” — page 35
“M Shanly is a Director of Beech Lodge Properties Limited to which Beech Lodge School Limited paid £198,000 (2024: £198,000) in the year for rental of property and £nil (2024: £337) in the current year for insurance and other expenses. At the Balance Sheet date £419 (2024: £414) was owed to Beech Lodge Properties Limited.” — page 35
“M Shanly is husband of D Shanly and a director of Shanly Homes Limited to which Beech Lodge School Limited paid £620 (2024: £708) in the year for maintenance and other costs. At the balance sheet date £661 (2024: £119) was payable to Shanly Homes Limited.” — page 35
“M Shanly is a Director of Beech Lodge Properties Limited to which Beech Lodge School Limited paid £198,000 (2024: £198,000) in the year for rental of property and £nil (2024: £337) in the current year for insurance and other expenses. At the Balance Sheet date £419 (2024: £414) was owed to Beech Lodge Properties Limited.” — page 35
“M Shanly is husband of D Shanly and a director of Shanly Homes Limited to which Beech Lodge School Limited paid £620 (2024: £708) in the year for maintenance and other costs. At the balance sheet date £661 (2024: £119) was payable to Shanly Homes Limited.” — page 35
“M Shanly is a Director of Beech Lodge Properties Limited to which Beech Lodge School Limited paid £198,000 (2024: £198,000) in the year for rental of property and £nil (2024: £337) in the current year for insurance and other expenses. At the Balance Sheet date £419 (2024: £414) was owed to Beech Lodge Properties Limited.” — page 35
“The following was a subsidiary undertaking of the Charity: Name Beech Lodge School Services Limited”
Leadership, per the charity’s website
- Daniel Gillespie — Headteacher
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- DANIELA SZMIGIELSKA SHANLY
- Lucy Barnes
- STEVEN ADAM SZMIGIELSKI
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £4.0m | £3.9m |
| 31/08/2024 | £3.8m | £3.7m |
| 31/08/2023 | £3.4m | £3.4m |
| 31/08/2022 | £3.0m | £2.8m |
| 31/08/2021 | £2.3m | £2.2m |
Common questions
Is BEECH LODGE SCHOOL LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the group reported a surplus of £189,074 for the year ended 31 August 2025, with total incoming resources of £4,040,080 and resources expended of £3,851,006. Per the trustees' report, unrestricted reserves increased to £767,153, which the trustees note effectively represent commitments due under the property lease. The trustees and auditors both confirm that the charity has adequate resources to continue as a going concern with no material uncertainties identified. Its FY2025 accounts were audited by Henton & Co LLP.
Charities like this
- BEACHBOROUGH SCHOOL TRUST LIMITED
- THE BEEHIVE CHILDCARE GROUP
- Nurture Education Trust Ltd
- TALBOT HOUSE CHILDREN’S CHARITY LIMITED
- BEDFORD GREENACRE INDEPENDENT SCHOOL LTD
- BEEHIVE PRE-SCHOOL PLAYGROUP
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BEECH LODGE SCHOOL LIMITED | £4.0m | — | — | unclear | — | no doubt |
| BEACHBOROUGH SCHOOL TRUST LIMITED | £7.3m | — | — | unclear | — | no doubt |
| THE BEEHIVE CHILDCARE GROUP | £431k | — | 0 | unclear | — | no doubt |
| Nurture Education Trust Ltd | £1.4m | — | 0 | above | — | no doubt |
| TALBOT HOUSE CHILDREN’S CHARITY LIMITED | £3.8m | — | — | within | — | no doubt |
| BEDFORD GREENACRE INDEPENDENT SCHOOL LTD | £8.8m | £140,001 - £150,000 | — | unclear | — | no doubt |