01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 13 June 1985
- Removed
- Not supplied
- Company number supplied
- 01887850
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £2,084,588
- Latest expenditure
- £1,951,122
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: BIRMINGHAM RATHBONE SOCIETY, MORCOM HOUSE, LEDSAM STREET, BIRMINGHAM, B16 8DN
Website recorded by the regulator: www.rathbone.co.uk (displayed as text)
02 Activities
What the charity does
To promote the welfare and advance the education of those children, young people and adults who are in need of special care and attention as a result of the educational difficulties they either do experience or have experienced. These difficulties will have usually caused them to attend schools for children with special educational needs, or in special classes within main stream schools.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 6 October 2025
- Date Accounts Received
- 6 October 2025
- Total Gross Income
- £2,084,588
- Total Gross Expenditure
- £1,951,122
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 17 December 2024
- Date Accounts Received
- 17 December 2024
- Total Gross Income
- £1,914,110
- Total Gross Expenditure
- £1,813,754
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 29 January 2024
- Date Accounts Received
- 29 January 2024
- Total Gross Income
- £1,844,521
- Total Gross Expenditure
- £1,749,130
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 23 November 2022
- Date Accounts Received
- 23 November 2022
- Total Gross Income
- £1,937,172
- Total Gross Expenditure
- £1,794,642
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 7 December 2021
- Date Accounts Received
- 7 December 2021
- Total Gross Income
- £1,960,201
- Total Gross Expenditure
- £1,755,154
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 6 October 2025
- Total Gross Income
- £2,084,588
- Total Gross Expenditure
- £1,951,122
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 3
- Count Govt Grants
- £0
- Income From Government Contracts
- 2034201
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 17 December 2024
- Total Gross Income
- £1,914,110
- Total Gross Expenditure
- £1,813,754
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 4
- Count Govt Grants
- £0
- Income From Government Contracts
- 1279367
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 29 January 2024
- Total Gross Income
- £1,844,521
- Total Gross Expenditure
- £1,749,130
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 4
- Count Govt Grants
- £0
- Income From Government Contracts
- 1277397
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 23 November 2022
- Total Gross Income
- £1,937,172
- Total Gross Expenditure
- £1,794,642
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 5
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Contracts
- 1342510
- Income From Government Grants
- £33,359
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 7 December 2021
- Total Gross Income
- £1,960,201
- Total Gross Expenditure
- £1,755,154
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 5
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £4
- Income From Government Contracts
- 1269767
- Income From Government Grants
- £120,170
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 6 October 2025
- Income Donations And Legacies
- 16
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2034201
- Income Investments
- 50371
- Income Other
- 0
- Income Total Income And Endowments
- 2084588
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,951,122
- Expenditure Other
- 0
- Expenditure Total
- 1951122
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 193820
- Expenditure Support Costs
- 193820
- Expenditure Depreciation
- 41368
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,167,355
- Assets Total Fixed
- 596239
- Assets Own Use
- 596235
- Assets Long Term Investment
- 4
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,477,253
- Assets Total Liabilities
- £87,044
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,986,448
- Creditors One Year Total Current
- 87044
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,130,422
- Funds Endowment
- 0
- Funds Unrestricted
- 2947355
- Funds Restricted
- 39093
- Funds Total
- 2986448
- Count Employees
- 35
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 17 December 2024
- Income Donations And Legacies
- 209
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1871622
- Income Investments
- 42279
- Income Other
- 0
- Income Total Income And Endowments
- 1914110
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,813,754
- Expenditure Other
- 0
- Expenditure Total
- 1813754
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10814
- Expenditure Support Costs
- 205685
- Expenditure Depreciation
- 54564
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,431,728
- Assets Total Fixed
- 632164
- Assets Own Use
- 632164
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,340,401
- Assets Total Liabilities
- £119,583
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,852,982
- Creditors One Year Total Current
- 119583
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,078,168
- Funds Endowment
- 0
- Funds Unrestricted
- 2813889
- Funds Restricted
- 39093
- Funds Total
- 2852982
- Count Employees
- 34
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 29 January 2024
- Income Donations And Legacies
- 552
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1823948
- Income Investments
- 20021
- Income Other
- 0
- Income Total Income And Endowments
- 1844521
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,749,130
- Expenditure Other
- 0
- Expenditure Total
- 1749130
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9879
- Expenditure Support Costs
- 217943
- Expenditure Depreciation
- 50761
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,963,533
- Assets Total Fixed
- 655752
- Assets Own Use
- 655752
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,255,876
- Assets Total Liabilities
- £159,002
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,752,626
- Creditors One Year Total Current
- 159002
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,997,748
- Funds Endowment
- 0
- Funds Unrestricted
- 2713533
- Funds Restricted
- 39093
- Funds Total
- 2752626
- Count Employees
- 37
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 23 November 2022
- Income Donations And Legacies
- 2064
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1896194
- Income Investments
- 5343
- Income Other
- 33571
- Income Total Income And Endowments
- 1937172
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,794,642
- Expenditure Other
- 0
- Expenditure Total
- 1794642
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8940
- Expenditure Support Costs
- 201798
- Expenditure Depreciation
- 50391
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,195,748
- Assets Total Fixed
- 672396
- Assets Own Use
- 672392
- Assets Long Term Investment
- 4
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,125,192
- Assets Total Liabilities
- £140,353
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,657,235
- Creditors One Year Total Current
- 140353
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,988,807
- Funds Endowment
- 0
- Funds Unrestricted
- 2618142
- Funds Restricted
- 39093
- Funds Total
- 2657235
- Count Employees
- 45
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 7 December 2021
- Income Donations And Legacies
- 810
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1953594
- Income Investments
- 5797
- Income Other
- 0
- Income Total Income And Endowments
- 1960201
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,755,154
- Expenditure Other
- 0
- Expenditure Total
- 1755154
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9240
- Expenditure Support Costs
- 197871
- Expenditure Depreciation
- 48153
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £991,612
- Assets Total Fixed
- 716977
- Assets Own Use
- 716973
- Assets Long Term Investment
- 4
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,917,416
- Assets Total Liabilities
- £119,688
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,514,705
- Creditors One Year Total Current
- 119688
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,735,597
- Funds Endowment
- 0
- Funds Unrestricted
- 2458588
- Funds Restricted
- 56117
- Funds Total
- 2514705
- Count Employees
- 49
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Birmingham City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Solihull
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
08 Official extract
Charity Event History
- Charity Name
- BIRMINGHAM RATHBONE SOCIETY
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1985-06-13T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 19 FEBRUARY 1985 AS AMENDED BY A SPECIAL RESOLUTION ON 19 SEPTEMBER 1988 (NAME CHANGE), 3 NOVEMBER 1997 AND 28 MAY 1999 AS AMENDED BY SPECIAL RESOLUTION 3 MAY 2002
- Charitable Objects
- THE SOCIETY IS ESTABLISHED FOR CHARITABLE PURPOSES ONLY TO PROMOTE THE WELFARE AND ADVANCE THE EDUCATION OF THOSE CHILDREN, YOUNG PEOPLE AND ADULTS WHO ARE IN NEED OF SPECIAL CARE AND ATTENTION AS A RESULT OF THE EDUCATIONAL DIFFICULTIES THEY EITHER DO EXPERIENCE OR HAVE EXPERIENCED. THESE DIFFICULTIES WILL HAVE USUALLY CAUSED THEM TO ATTEND SCHOOLS FOR CHILDREN WITH SPECIAL EDUCATIONAL NEEDS, OR IN SPECIAL CLASSES WITHIN MAIN-STREAM SCHOOLS.
- Area Of Benefit
- UNITED KINGDOM
10 Official extract
Charity Other Names
- Charity Name Id
- 203379
- Charity Name Type
- Working name
- Charity Name
- BIRMINGHAM RATHBONE
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investment
- Policy Name
- Volunteer management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Conflicting interests
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures