BIRTENSHAW

Charity Number: 1092798
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Birtenshaw operates a special school, college, eight specialist children's homes, including a short break centre, and provides domiciliary care & therapies.The charity supports children, young people and young adults who have a moderate to severe learning disability, including Autistic Spectrum conditions and those with a significant physical disability/impairment including complex health needs.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£23,304,142

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £208.25k
Charitable activities £22.23m
Other trading activities £0
Investments £271.23k
Other £594.29k

Total expenditure:
£21,822,687

Text alternative for this canvas graphic is in the data table below.
Raising funds £216
Charitable activities £21.82m
Other £0

£0 investments gains (losses)

Total income includes £21,953,287 from 19 government contract(s) and £225,858 from 7 government grant(s)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £216
Charitable expenditure £21.82m
Retained for future use £1.48m

People

474 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£80k to £90k 2
£150k to £200k 1
£250k to £300k 1

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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Accommodation/housing
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bolton

Governance

Registration history:
  • 08 August 2006: Standard registration
Organisation type:
Charitable company
Other names:
  • BIRTENSHAW HALL (CHILDREN'S CHARITABLE TRUST) (Working name)
  • BIRTENSHAW SCHOOL (Working name)
  • BIRTENSHAW HALL SCHOOL TRUSTEE COMPANY LIMITED (Previous name)
Company number:
02978546 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment 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
  • 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
  • Volunteer 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Deborah Joanne Sidebottom Chair 08 December 2017
None on record
NDUKA SAMSON ECHIGEME Trustee 10 June 2025
BIRTENSHAW MERSEYSIDE
Received: On time
Anastasia Konstantopoulou Trustee 10 June 2025
BIRTENSHAW MERSEYSIDE
Received: On time
Phillip Quirk Trustee 01 April 2025
BIRTENSHAW MERSEYSIDE
Received: On time
Glenn Tomison Trustee 10 September 2024
BIRTENSHAW MERSEYSIDE
Received: On time
Russell Houghton Trustee 22 January 2024
BIRTENSHAW MERSEYSIDE
Received: On time
Craig Ashton Trustee 06 December 2022
BIRTENSHAW MERSEYSIDE
Received: On time
Rishi Ayra Trustee 29 March 2022
BIRTENSHAW MERSEYSIDE
Received: On time
Donna Marie Thompson Trustee 24 March 2020
None on record
Antony James Morse Trustee 26 February 2019
BIRTENSHAW MERSEYSIDE
Received: On time
Professor Anthony Joseph Long BSC MA PHD Trustee 12 June 2018
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £15.26m £17.51m £19.00m £20.24m £23.30m
Total expenditure £13.99m £14.43m £16.00m £18.17m £21.82m
Income from government contracts £14.98m £17.16m £15.57m £19.63m £21.95m
Income from government grants N/A N/A £66.88k £146.43k £225.86k
Income - Donations and legacies £174.98k £111.56k £168.26k £165.52k £208.25k
Income - Other trading activities £106.53k £28.81k £93.41k £0 £0
Income - Charitable activities £14.98m £17.37m £18.74m £19.91m £22.23m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £271.23k
Income - Other £0 £0 £0 £163.05k £594.29k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £13.99m £14.43m £16.00m £18.17m £21.82m
Expenditure - Raising funds £806 £198 £1.06k £266 £216
Expenditure - Governance £0 £0 £101.75k £0 £32.93k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £8.38m £9.83m £16.36m £20.60m £20.86m
Long-term investments £0 £0 £0 £0 £250.61k
Other assets £3.50m £6.10m £8.24m £3.96m £10.66m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.07m £8.03m £13.71m £16.57m £17.33m

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 March 2024 08 January 2025 On Time
Accounts and TAR 31 March 2024 08 January 2025 On Time
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time
Annual return 31 March 2022 18 January 2023 On Time
Accounts and TAR 31 March 2022 18 January 2023 On Time
Annual return 31 March 2021 20 January 2022 On Time
Accounts and TAR 31 March 2021 20 January 2022 On Time
Annual return 31 March 2020 19 January 2021 On Time
Accounts and TAR 31 March 2020 19 January 2021 On Time
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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 13 OCT 1994, AS AMENDED BY WRITTEN RESOLUTION 25 OCT 2010 AND CERT OF INCORPORATION ON CHANGE OF NAME DATED 22 NOV 2010.. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13/07/2015 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 25 APR 2016 as amended on 12 Nov 2021

Charitable objects

1. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING BY THE PROVISION AND MAINTENANCE OF A SCHOOL OR SCHOOLS FOR CHILDREN AND ADULTS SUFFERING FROM PHYSICAL AND/OR MENTAL DISABILITIES AND WITH ASSOCIATED SPECIAL NEEDS. 2. TO PROVIDE ONE OR MORE RESIDENTIAL HOMES, ASSOCIATED AMENITIES AND CARE SERVICES FOR CHILDREN AND ADULTS SUFFERING FROM PHYSICAL AND/OR MENTAL DISABILITIES AND WITH ASSOCIATED SPECIAL NEEDS IN ENGLAND AND WALES.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 1092798-1 BIRTENSHAW HALL (CHILDREN'S CHARITABLE TRUST)
Governing document
SCHEME DATED 12 JUNE 2003 AS AFFECTED BY A UNITING DIRECTION MADE UNDER S. 96(5) OF THE CHARITIES ACT 1993 MADE 15 AUGUST 2005 (LINKING WITH 1092798 AS LINKED CHARITY NO. 1)
Charitable objects
THE OBJECT OF THE CHARITY IS TO FURTHER THE OBJECTS OF THE COMPANY (BIRTENSHAW HALL SCHOOL TRUSTEE COMPANY LIMITED 1092798)
Area of benefit
NOT DEFINED
Registration history
  • 08 August 2006 : Standard registration

Contact information

Address:
Darwen Road
Bromley Cross
BOLTON
BL7 9AB
Phone:
07834452967
Email:
enquiries@birtenshaw.org.uk
Website:

www.birtenshaw.org.uk Open in new window