THE SCHOOLS OF KING EDWARD VI IN BIRMINGHAM

Charity number: 529051
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The education of boys and girls from Birmingham and surrounding areas through the schools or otherwise

Income and expenditure

Data for financial year ending 31 August 2024

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 21 November 1963: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Hywel Thomas Chair 01 September 2014
None on record
Richard Frank Moat Trustee 26 March 2025
None on record
Rajeev Paranandi Trustee 22 May 2024
BIRMINGHAM CITY FC FOUNDATION
Received: On time
Olivera Raraty Mrs Trustee 06 January 2024
None on record
Mark Samuel Wilton Lee Trustee 06 July 2023
THE IRONMONGERS' TRUST COMPANY
Received: On time
Jonathan Crawford Trustee 26 January 2020
None on record
BARNABY LENON Trustee 31 January 2018
YELLOW SUBMARINE HOLIDAYS
Received: On time
DAVID JOHN WHEELDON Trustee 13 July 2016
EDGE BIRMINGHAM
Received: On time
EXAM CENTRAL
Received: On time
ERICA CONWAY Trustee 13 July 2016
UNIVERSITY OF BIRMINGHAM GUILD OF STUDENTS
Received: On time
FAZLE KINKHABWALA Trustee 05 April 2016
None on record
Gurdeep Chahal Trustee 01 September 2013
None on record
SHARON ROBERTS Trustee 22 June 2012
None on record
BARRY MATTHEWS Trustee 22 June 2012
MIDLAND MUSIC MAKERS
Received: On time
SAMPAD (SOUTH ASIAN ARTS DEVELOPMENT)
Received: On time

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 £23.64m £21.96m £24.63m £28.16m £31.14m
Total expenditure £24.56m £26.55m £27.27m £30.19m £33.41m
Income from government contracts N/A N/A £121.00k £45.30k N/A
Income from government grants N/A £143.02k N/A N/A N/A
Income - Donations and legacies £2.00m £795 £31.33k £250 £816.52k
Income - Other trading activities £0 £56.02k £249.15k £219.08k £243.10k
Income - Charitable activities £17.02m £18.06m £20.41m £23.07m £25.29m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.20m £2.97m £2.98m £3.69m £3.67m
Income - Other £1.41m £870.25k £962.46k £1.18m £1.11m
Income - Legacies £2.00m £720 £0 £0 £0
Expenditure - Charitable activities £23.89m £25.98m £26.57m £29.49m £32.69m
Expenditure - Raising funds £669.58k £575.50k £701.23k £704.70k £726.58k
Expenditure - Governance £22.75m £967.18k £204.46k £108.87k £100.15k
Expenditure - Grants institution £1.14m £1.97m £607.06k £1.21m £1.06m
Expenditure - Investment management £669.58k £575.50k £701.23k £704.70k £726.58k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets £27.86m £27.17m £28.47m £28.98m £28.77m
Long-term investments £141.85m £148.77m £143.11m £147.09m £160.00m
Other assets £9.07m £16.15m £12.80m £7.78m £5.76m
Defined benefit pension scheme asset or liability -£6.51m -£6.38m -£2.77m -£2.35m -£2.11m
Total liabilities £9.20m £6.42m £5.37m £5.51m £5.48m

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 09 June 2025 On time
Accounts and TAR 31 August 2024 09 June 2025 On time
Annual return 31 August 2023 23 April 2024 On time
Accounts and TAR 31 August 2023 23 April 2024 On time
Annual return 31 August 2022 20 June 2023 On time
Accounts and TAR 31 August 2022 20 June 2023 On time
Annual return 31 August 2021 06 June 2022 On time
Accounts and TAR 31 August 2021 06 June 2022 On time
Annual return 31 August 2020 14 June 2021 On time
Accounts and TAR 31 August 2020 14 June 2021 On time
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Linked charities

Linked charities
Governing document
UNKNOWN
Charitable objects
PROVISION OF A PRIZE FUND
Area of benefit
CITY OF BIRMINGHAM
Registration history
  • 21 November 1963 : Standard registration

Contact information

Address:
SCHOOLS OF KING EDWARD VI IN
BIRMINGHAM
FOUNDATION OFFICE
EDGBASTON PARK ROAD
BIRMINGHAM
B15 2UD
Phone:
01214156006