BEECH LODGE SCHOOL LIMITED
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
“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”
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?
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.