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.

Objects

1. SUCH PURPOSE OR PURPOSES CONDUCICVE TO THE ADVANCEMENT OF EDUCATION AT BIRKENHEAD SCHOOL AS THE COMMITTEE OF THE OLD BIRKONIAN SOCIETY SHALL THINK FIT. 2. IN THE EVENT OF THE CONSTITUTION OR CONTROL OF THE SCHOOL CHANGING IN SUCH A WAY AS TO ALTER THE RELATIONS OF THE SCHOOL WITH THE GOVERNMENT THE FUND SHALL BE APPLIED BY THE TRUSTEES FOR THE ADVANCEMENT AND ENCOURAGMUSTEES FOR THE ADVANCEMENT AND ENCOURAGEMENT OF EDUCATION WITHIN A RADIUS OF FIVE MILES FROM THE BIRKENHEAD TOWN HALL, IN ALL RESPECTS IN SUCH MANNER AND SUBJECT TO SUCH TRUSTS AND PROVISIONS AS THE COMMITTEE SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: RADIUS OF FIVE MILES FROM BIRKENHEAD TOWN HALL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Trustee expenses policy and procedures

Trustees · trustee networks

DANIEL JOHN WYNNE ELLIS · trustee of 1 other charity
TREVOR MATHEW-JONES · trustee of 1 other charity
William Nute · trustee of 1 other charity

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

Operates in: Wirral

Income and spending

Financial year end	Income	Spending
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.