Finance Score: 0

Governance Score: -1

Support Score: 3

No PartB

Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 2

BIRKENHEAD SCHOOL FOUNDATION TRUST

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.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/22	*	£447	£279	£168	n/a	n/a	n/a	n/a	n/a	0
31/08/21		£374	£245	£129	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£337	£237	£100	n/a	n/a	n/a	n/a	n/a	0
31/08/19		£718	£225	£493	£3	£4,987	£4,836	257.8	0	10
31/08/18		£220	£225	£-5	£0	£0	£0	n/a	0	10
31/08/17		£244	£168	£76	£0	£0	£0	n/a	0	0
31/08/16		£1,035	£217	£818	£5	£3,945	£3,802	210.1	0	0
31/08/15		£150	£209	£-59	£0	£0	£0	n/a	0	0
31/08/14		£113	£214	£-101	£0	£0	£0	n/a	0	0
31/08/13		£181	£174	£6	£0	£0	£0	n/a	0	0
31/08/12		£182	£219	£-36	£0	£0	£0	n/a	0	0
31/08/11		£164	£185	£-21	£0	£0	£0	n/a	0	0
31/08/10		£157	£184	£-26	£0	£0	£0	n/a	0	0
31/08/09		£202	£687	£-485	£0	£0	£0	n/a	0	0
31/08/08		£232	£194	£37	£0	£0	£0	n/a	0	0
31/08/07		£227	£204	£23	£0	£0	£0	n/a	0	0
31/08/06		£1,646	£171	£1,475	£0	£0	£0	n/a	0	0
31/08/05	*	£136	£131	£5	£0	£0	£0	n/a	0	0
31/08/04	*	£159	£88	£72	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 26 years

www.birkenheadschool.co.uk

enquire@birkenheadschool.co.uk

01516524014

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Organisations

Where it operates

Wirral,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

HARRY EDEN ROYDS FITZHERBERT BA, PGCE Appointed: 2013

KIRSTEN PANKHURST Appointed: 2016

MR M R FEENY LLB

MR P R VICARS Appointed: 2016

NEIL PATRICK TURNER Appointed: 2022

EDWARD NICHOLAS RICE FRICS MCIA Appointed: 2011, Other trusteeship: BIRKENHEAD SCHOOL,

MR A J CROSS Appointed: 2016, Other trusteeship: BIRKENHEAD SCHOOL,

MR M R CASHIN Appointed: 2017, Other trusteeship: BIRKENHEAD SCHOOL,

Legal constitution

Charity registered in England & Wales on 14/03/1998, number: 1068650

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR22: 12 days late, AR05: 8 days late, AR04: 3 days late,

Main office

THE LODGE
58 BERESFORD ROAD
OXTON
WIRRAL
CH43 2JD

Objectives

TO ASSIST AND SUPPORT THE BIRKENHEAD SCHOOL LIMITED.

Defined Area of Benefit:

NOT DEFINED

Data Sources