KING EDWARD VI SHELDON HEATH ENDOWMENT FUND
Support the pupils of King Edward VI Sheldon Heath Academy through grants and donations to the school
Financial health, per its FY2025 accounts
The accounts state that the charity maintains adequate resources to continue as a going concern with no material uncertainties identified. The Endowment Fund's total net assets increased to £2,281,000, while the Charitable Fund's restricted reserves fell to £52,000, which is below the stated policy target of £75,000. The trustees are actively reviewing the investment portfolio and restricting grant distributions to rebuild reserves in line with policy.
What the accounts disclose
“Reserves in this period are lower than policy due to a drop in investment income in the year.”
“The Endowment Fund donated investment income of £90,000 (2024: £83,000) to King Edward VI Sheldon Heath Charitable Fund, the Trustee of the Endowment Fund, during the year.” — page 17
“King Edward VI Sheldon Heath Charitable Fund is the Trustee of this Endowment Fund. Its registered address is King Edward VI Sheldon Heath Academy, Sheldon Heath Road, Sheldon, Birmingham, B26 2RZ.” — page 17
“The Endowment Fund donated investment income of £90,000 (2024: £83,000) to King Edward VI Sheldon Heath Charitable Fund, the Trustee of the Endowment Fund, during the year.” — page 17
“King Edward VI Sheldon Heath Charitable Fund is the Trustee of this Endowment Fund. Its registered address is King Edward VI Sheldon Heath Academy, Sheldon Heath Road, Sheldon, Birmingham, B26 2RZ.” — page 17
Trustees
- King Edward VI Sheldon Heath Charitable Fund
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £90k | £90k |
| 31/08/2024 | £83k | £83k |
| 31/08/2023 | £93 | £93 |
| 31/08/2022 | £92k | £92k |
Common questions
Is KING EDWARD VI SHELDON HEATH ENDOWMENT FUND financially healthy?
Per its FY2025 accounts: The accounts state that the charity maintains adequate resources to continue as a going concern with no material uncertainties identified. The Endowment Fund's total net assets increased to £2,281,000, while the Charitable Fund's restricted reserves fell to £52,000, which is below the stated policy target of £75,000. The trustees are actively reviewing the investment portfolio and restricting grant distributions to rebuild reserves in line with policy. Its FY2025 accounts were independently examined.