BELMONT-BIRKLANDS SCHOOL TRUST LIMITED

Registered charity 529584 · accounts filings on the Charity Commission register · also known as BELMONT GROSVENOR SCHOOL

For charitable purposes for the advancement of education and in connection there with to conduct and carry on schools and to do all such other things as are necessary there to.To provide a well rounded and balanced educational system for nursery and preparatory school.To provide a thriving environment which is conducive to enabling the School to satisfy its educational and pastoral object

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Latest income
£2.1m
Latest spending
£1.9m
Registered
1969
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £-271k; policy: to maintain a minimum level of reserves to ensure the school can continue its current level of services having regard to possible future fluctuations in income and expenditure)
“At 31 st August 2025 the unrestricted income funds, excluding the revaluation reserve, showed a deficit of £270,932 (2024: £454,884)”
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by AAB Audit & Accountancy Limited. Discloses 5 of 6 completeness components.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/08/2025)

Total income
£2.1m
Total spending
£1.9m
Reserves (reported)
£271k
Employees
35

Reported reserves equal ~1.7 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: North Yorkshire

Income and spending

Financial year endIncomeSpending
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?

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. Its FY2025 accounts were audited by AAB Audit & Accountancy Limited.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE REECE FOUNDATION1£90k
THE ROTHLEY TRUST1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PARKSIDE SCHOOL TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
BELMONT-BIRKLANDS SCHOOL TRUST LIMITED£2.1m—0below—noted
PARKSIDE SCHOOL TRUST FY2025£4.5m——unclear—no doubt
THE NORTHUMBRIAN EDUCATIONAL TRUST LTD FY2025£2.9m——below—not going concern
HILDEN OAKS SCHOOL EDUCATIONAL TRUST LIMITED FY2025£2.5m£70,001 - £80,000—below—no doubt
ERMINE EDUCATION TRUST FY2024£3.1m—0unclear—no doubt
NEWLAND HOUSE SCHOOL TRUST LIMITED FY2025£6.7m——unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.