Finance Score: 1

Governance Score: 7

Support Score: 9

Reasonable growth: +1

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 17

BIRMINGHAM EDUCATION PARTNERSHIP LIMITED

Birmingham City School Improvement

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/03/23	£2,814	£3,064	£-250	£0	£2,234	£1,517	5.9	36	64
31/03/22	£2,883	£2,530	£353	£0	£2,483	£1,500	7.1	28	64
31/03/21	£2,414	£2,241	£174	£0	£2,131	£1,378	7.4	27	64
31/03/20	£2,480	£2,549	£-69	£0	£1,957	£1,644	7.7	24	52
31/03/19	£2,422	£1,797	£624	£0	£2,027	£1,893	12.6	13	26
31/03/18	£2,349	£1,816	£534	£148	£1,290	£1,281	8.5	9	0
31/03/17	£2,562	£2,063	£499	£111	£756	£708	4.1	9	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 20%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 5.9 months
Net Current Assets/Spending: 9 months
Quick Ratio: 4.4

Asset Split ?

Established: 8 years

http://www.bep.education/

office@bep.education

0121 285 0924

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Academic support

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Birmingham City,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

36 employees
64 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£484,122
Esmee Fairbairn	£160,000
DCMS	£97,603
The Foyle Foundation	£50,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to Birmingham Education Partnership (BEP)
£10,000	27/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
The Foyle Foundation - Arts
£50,000	03/12/2021	towards the first children's biennial in Birmingham and the Black Country to form part of cultural programme legacy from the commonwealth games
Esmee Fairbairn - Grant to Birmingham Education Partnership (BEP)
£150,000	21/01/2021 36	Towards project costs for a city-wide partnership designed to create more equal access to cultural provision for children and young people across Birmingham
DCMS - Coronavirus Community Support Fund
£97,603	17/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - South Asian Young People's Mental Health Project
£484,122	27/09/2019 35	This project aims to improve the emotional wellbeing of South Asian young people by providing mentoring and pupil peer support, where young people will be upskilled to become mentors to each other. ....more This project aims to improve the emotional wellbeing of South Asian young people by providing mentoring and pupil peer support, where young people will be upskilled to become mentors to each other. Social media awareness training will also take place, to encourage young people to recognise its potential harm to their emotional wellbeing. These activities have been shaped by the young people themselves, after holding focus groups with them.
National Lottery Community Fund - Development funding for South Asian Young People Mental Health project
£40,000	03/12/2018 12	This partnership will provide emotional wellbeing services for young people from the Muslim community, particularly those from the British Pakistani community. This will bring together community ....more This partnership will provide emotional wellbeing services for young people from the Muslim community, particularly those from the British Pakistani community. This will bring together community partners, schools, parents and young people to ensure that the project is driven and influenced by the community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-71

BETHAN GINGELL Appointed: 2022, Occupation: Head Teacher

MANGAL SINGH Appointed: 2022, Occupation: Head Teacher

PETER WEIR Appointed: 2022, Occupation: Chief Executive

RAZIA ALI Appointed: 2022, Occupation: Executive Head Teacher

ANDREW HODGE Appointed: 2016, Occupation: Solicitor

ESTELLE MORRIS Appointed: 2015, Occupation: Member Of The House Of Lords

JAMES FRANK HOWSE Appointed: 2017, Occupation: Director Of Resources

VANESSA HANSON Appointed: 2021, Occupation: Assistant Principal

Legal constitution

Charitable company registered in England & Wales on 23/02/2016, number: 1165709
Registered at Companies House on 18/03/2014, number: 08945454

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

7 returns made; all on time

Main office

C/O ADDERLEY CHILDRENS CENTRE
1 ST. SAVIOURS ROAD
BIRMINGHAM
B8 1HN

Objectives

1. TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE FOR THE PUBLIC BENEFIT, INPARTICULAR BUT NOT EXCLUSIVELY BY THE FORMATION OF SCHOOLS PARTNERSHIPS TO PROMOTEHIGH QUALITY TEACHING AND LEARNING AND ACT AS AN UMBRELLA BROKERAGE FOR ALL SCHOOLS IN BIRMINGHAM AND ANY OTHER REGIONS AS THE TRUSTEES DETERMINE TO ADVANCE THECHARITABLE PURPOSES;2. FOR THE PUBLIC BENEFIT, TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TOTHE LAWS OF ENGLAND AND WALES AS THE TRUSTEES DETERMINE.

Data Sources