BIRKENHEAD SCHOOL FOUNDATION TRUST

Charity number: 1068650
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust assists Birkenhead School in various ways: by giving money to the School for the provision of bursaries; and by providing money to the School for capital and special projects.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £369,678
Total expenditure: £119,933

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Wirral

Governance

Registration history:
  • 14 March 1998: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Daniel John Byrne Trustee 28 May 2025
None on record
Thomas Whitworth Trustee 28 May 2025
None on record
Josh Stirrett Trustee 22 November 2024
None on record
Neil Patrick Turner Trustee 12 September 2022
P H HOLT FOUNDATION
Received: On time
Mr M R Cashin Trustee 26 June 2017
BIRKENHEAD SCHOOL
Received: On time
Mr P R VICARS Trustee 01 September 2016
None on record
HARRY EDEN ROYDS FITZHERBERT BA, PGCE Trustee 13 June 2013
None on record
EDWARD NICHOLAS RICE FRICS MCIA Trustee 27 June 2011
BIRKENHEAD SCHOOL
Received: On time
MR M R FEENY LLB Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £336.92k £373.73k £447.02k £1.97m £369.68k
Total expenditure £237.15k £244.90k £279.26k £374.41k £119.93k
Income from government contracts £1.88k N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £1.73m N/A
Income - Other trading activities N/A N/A N/A £17.68k N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £222.91k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £14.00k N/A
Expenditure - Charitable activities N/A N/A N/A £334.41k N/A
Expenditure - Raising funds N/A N/A N/A £39.79k N/A
Expenditure - Governance N/A N/A N/A £3.50k N/A
Expenditure - Grants institution N/A N/A N/A £314.25k N/A
Expenditure - Investment management N/A N/A N/A £36.76k N/A
Expenditure - Other N/A N/A N/A £205 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2024 06 June 2025 On time
Accounts and TAR 31 August 2024 06 June 2025 On time Download Open in new window
Annual return 31 August 2023 27 June 2024 On time
Accounts and TAR 31 August 2023 27 June 2024 On time Download Open in new window
Annual return 31 August 2022 12 July 2023 12 days late
Accounts and TAR 31 August 2022 12 July 2023 12 days late Download Open in new window
Annual return 31 August 2021 09 June 2022 On time
Accounts and TAR 31 August 2021 09 June 2022 On time Download Open in new window
Annual return 31 August 2020 20 May 2021 On time
Accounts and TAR 31 August 2020 20 May 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 23 JANUARY 1998, DEED OF VARIATION DATED 26 NOVEMBER 2001, AND DEED OF VARIATION DATED 28TH OCTOBER 2002.

Charitable objects

TO ASSIST AND SUPPORT THE BIRKENHEAD SCHOOL LIMITED.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
58 BERESFORD ROAD
OXTON
WIRRAL
CH43 2JD
Phone:
01516524014
Email:
enquire@birkenheadschool.co.uk
Website:

www.birkenheadschool.co.uk Open in new window