BIRMINGHAM EDUCATION PARTNERSHIP LIMITED
Birmingham City School Improvement
Objects
1. TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE FOR THE PUBLIC BENEFIT, INPARTICULAR BUT NOT EXCLUSIVELY BY THE FORMATION OF SCHOOLS PARTNERSHIPS TO PROMOTEHIGH QUALITY TEACHING AND LEARNING AND ACT AS AN UMBRELLA BROKERAGE FOR ALL SCHOOLS IN BIRMINGHAM AND ANY OTHER REGIONS AS THE TRUSTEES DETERMINE TO ADVANCE THECHARITABLE PURPOSES;2. FOR THE PUBLIC BENEFIT, TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TOTHE LAWS OF ENGLAND AND WALES AS THE TRUSTEES DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £1,321,149, which is equivalent to seven months of expenditure. This level is higher than the charity's stated policy target of three to six months of expenditure, although the trustees note that reserves are lower than the previous year's eight months. The trustees consider this position prudent given the reduction in key funding from Birmingham City Council and uncertainty in forecasting income.
What the accounts disclose
“The largest single source of income has been via a contract with BCC for the provision of School Improvement Services.” — page 8
“It is the practice of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 8
“Estelle Morris received remuneration of £24,000 (2024 £24,000) for consultancy services.” — page 36
“Estelle Morris received remuneration of £24,000 (2024 £24,000) for consultancy services. No employer pension contributions were made by BEP on her behalf.” — page 36
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 31/03/2025
- Government income: £1,438,259 — contracts £1,221,436 (2), grants £216,823 (2); 62% of the £2,335,552 total gross income on the same return
- Employees paid over £60,000: 7 (£60,001–£70,000: 5; £70,001–£80,000: 1; £130,001–£140,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 70
- Government income: £1,884,566 — contracts £1,498,994 (4), grants £385,572 (4); 62% of the £3,021,295 total gross income on the same return
- Employees paid over £60,000: 6 (£60,001–£70,000: 3; £70,001–£80,000: 1; £110,001–£120,000: 1; £130,001–£140,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 64
- Government income: £1,904,061 — contracts £1,079,876 (3), grants £824,185 (11); 68% of the £2,813,959 total gross income on the same return
- Employees paid over £60,000: 5 (£60,001–£70,000: 3; £80,001–£90,000: 1; £90,001–£100,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Leadership, per the charity’s website
- Juliet Silverton — CEO
- Baroness Estelle Morris — Chair
- Claire Williams — Director
- Faye Whittle — Director
- Anna Robinson — Director
- Danetta Powell — Director
- Andrew Hodge — Director
- Bethan Gingell — Director
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ESTELLE MORRIS
- Grant McKelvie
- Katharine Mayfield-Tague
- Mangal Singh
- Matthew Potts
- Parminder Kaur Mudhar
- Peter Weir
- Razia Ali
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.3m | £2.7m |
| 31/03/2024 | £3.0m | £3.5m |
| 31/03/2023 | £2.8m | £3.1m |
| 31/03/2022 | £2.9m | £2.5m |
| 31/03/2021 | £2.4m | £2.2m |
Common questions
Is BIRMINGHAM EDUCATION PARTNERSHIP LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,321,149, which is equivalent to seven months of expenditure. This level is higher than the charity's stated policy target of three to six months of expenditure, although the trustees note that reserves are lower than the previous year's eight months. The trustees consider this position prudent given the reduction in key funding from Birmingham City Council and uncertainty in forecasting income. Its FY2025 accounts were audited by MHA.
Who funds BIRMINGHAM EDUCATION PARTNERSHIP LIMITED?
Funders whose own accounts filings name BIRMINGHAM EDUCATION PARTNERSHIP LIMITED as a grant recipient include THE EDWARD AND DOROTHY CADBURY TRUST, United by 2022 Charity, GOWLING WLG (UK) CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE EDWARD AND DOROTHY CADBURY TRUST | FY2022 | £3k | Education and Training |
| United by 2022 Charity | FY2025 | £1k | Stronger Together Festival |
| GOWLING WLG (UK) CHARITABLE TRUST | FY2021 | £500 |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 27/09/2019 | £484k | South Asian Young People's Mental Health Project |
| The National Lottery Community Fund | 03/12/2018 | £40k | Development funding for South Asian Young People Mental Health project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE DOOUSS CHARITABLE TRUST | 1 | £100k |
| BIRMINGHAM VOLUNTARY SERVICE COUNCIL | 1 | £10k |
| MILLENNIUM POINT TRUST | 1 | £10k |
Charities like this
- BIRMINGHAM PLAYCARE NETWORK
- EASTBROOK EDUCATION TRUST
- BIRMINGHAM MUNICIPAL CHARITY
- BIRMINGHAM CITY FC FOUNDATION
- FRIENDS OF BIRMINGHAM CHILDREN'S TRUST
- HIGHBURY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BIRMINGHAM EDUCATION PARTNERSHIP LIMITED | £2.3m | — | — | above | — | no doubt |
| BIRMINGHAM PLAYCARE NETWORK | £329k | — | 0 | above | — | noted |
| EASTBROOK EDUCATION TRUST | £2.0m | — | 0 | unclear | — | no doubt |
| BIRMINGHAM MUNICIPAL CHARITY | £25k | — | 0 | unclear | — | no doubt |
| BIRMINGHAM CITY FC FOUNDATION | £1.8m | £70,001 - £80,000 | — | above | — | no doubt |
| FRIENDS OF BIRMINGHAM CHILDREN'S TRUST | £271k | — | 0 | above | — | no doubt |