BELMONT-BIRKLANDS SCHOOL TRUST LIMITED
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £196,034 for the year ended 31 August 2025, with total income increasing by 15.28% to £2,083,658. However, the charity holds unrestricted funds in a deficit of £270,932 and has net current liabilities of £1,897,573, relying on a secured loan from a private individual to meet its obligations. The trustees confirm the charity is a going concern, supported by forecasts showing adequate resources for at least 12 months.
What the accounts disclose
“At 31 st August 2025 the unrestricted income funds, excluding the revaluation reserve, showed a deficit of £270,932 (2024: £454,884)”
“The Charity is dependent on the continuing support from a private individual in the form of a loan. At the year end, the loan and interest balance is repayable on 21 January 2026. In November 2025, the loan was formally extended, the new agreement provides for the loan and interest balance repayment on 21 January 2027. The lenders have indicated that they will not seek repayment for a period of at least 12 months from the date that the financial statements are signed.” — page 23
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Alicia Coad
- Carole-Ann Jones
- Charlotte Brooksbank
- Dr BELINDA WHITEHEAD
- Kathryn Emma Standen
- Simon Blower
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £2.1m | £1.9m |
| 31/08/2024 | £1.8m | £1.8m |
| 31/08/2023 | £1.5m | £1.5m |
| 31/08/2022 | £1.5m | £1.4m |
| 31/08/2021 | £1.4m | £1.4m |
Common questions
Is BELMONT-BIRKLANDS SCHOOL TRUST LIMITED financially healthy?
The accounts state that the charity reported a surplus of £196,034 for the year ended 31 August 2025, with total income increasing by 15.28% to £2,083,658. However, the charity holds unrestricted funds in a deficit of £270,932 and has net current liabilities of £1,897,573, relying on a secured loan from a private individual to meet its obligations. The trustees confirm the charity is a going concern, supported by forecasts showing adequate resources for at least 12 months. Its FY2025 accounts were audited by AAB Audit & Accountancy Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BM ASSET MANAGEMENT LIMITED | 1 | £631k |
| MERCAZ TORAH VECHESED LIMITED | 1 | £50k |
| SIR HAROLD HOOD'S CHARITABLE TRUST | 1 | £20k |