BELMONT-BIRKLANDS SCHOOL TRUST LIMITED
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
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
Leadership, per the charity’s website
- Mrs Sian de Gracia — Headteacher
- Charlie Brooksbank — Chair of Governors
Property (HM Land Registry)
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE REECE FOUNDATION | 1 | £90k |
| THE ROTHLEY TRUST | 1 | £5k |
Charities like this
- PARKSIDE SCHOOL TRUST
- THE NORTHUMBRIAN EDUCATIONAL TRUST LTD
- HILDEN OAKS SCHOOL EDUCATIONAL TRUST LIMITED
- ERMINE EDUCATION TRUST
- NEWLAND HOUSE SCHOOL TRUST LIMITED
- BEACHBOROUGH SCHOOL TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BELMONT-BIRKLANDS SCHOOL TRUST LIMITED | £2.1m | — | 0 | below | — | noted |
| PARKSIDE SCHOOL TRUST | £4.5m | — | — | unclear | — | no doubt |
| THE NORTHUMBRIAN EDUCATIONAL TRUST LTD | £2.9m | — | — | below | — | not going concern |
| HILDEN OAKS SCHOOL EDUCATIONAL TRUST LIMITED | £2.5m | £70,001 - £80,000 | — | below | — | no doubt |
| ERMINE EDUCATION TRUST | £3.1m | — | 0 | unclear | — | no doubt |
| NEWLAND HOUSE SCHOOL TRUST LIMITED | £6.7m | — | — | unclear | — | no doubt |