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BIRKENHEAD SCHOOL ENDOWMENT FUND IN CONNECTION WITH THE BIRKENHEAD SCHOOL LIMITED

Registered charity 526031 · accounts filings on the Charity Commission register · also known as THE BIRKENHEAD SCHOOL ENDOWMENT FUND

The advancement of education at Birkenhead School.

Causes: Education/training · Get email alerts

Latest income
£51k
Latest spending
£32k
Registered
1967
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £1,599,709, with total charity funds reaching £1,601,279. The charity reports no material uncertainties regarding its ability to continue as a going concern. Investment portfolio values increased by £51,708 during the year, contributing to a net movement in funds of £87,249.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: maintain so far as is possible the investment fund, distributing income (held: £1.6m)
“Whilst Council is seeking to rebuild the Fund’s investment funds, following volatile financial markets over the past decade, the overall aim is to maintain so far as is possible the investment fund, distributing income.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Wirral

Income and spending

Financial year endIncomeSpending
31/12/2024£51k£32k
31/12/2023£46k£37k
31/12/2022£43k£41k
31/12/2021£42k£52k
31/12/2020£40k£41k

Common questions

Is BIRKENHEAD SCHOOL ENDOWMENT FUND IN CONNECTION WITH THE BIRKENHEAD SCHOOL LIMITED financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £1,599,709, with total charity funds reaching £1,601,279. The charity reports no material uncertainties regarding its ability to continue as a going concern. Investment portfolio values increased by £51,708 during the year, contributing to a net movement in funds of £87,249. Its FY2024 accounts were independently examined.