CCEW Charity Commission profile

BELMONT-BIRKLANDS SCHOOL TRUST LIMITED

Registered charity 529584 · organisation 529584

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
22 October 1969
Removed
Not supplied
Company number supplied
00962198
Financial period
1 September 2024 – 31 August 2025
Latest income
£2,083,658
Latest expenditure
£1,887,624
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: BELMONT GROSVENOR SCHOOL, SWARCLIFFE, BIRSTWITH, HARROGATE, HG3 2JG

Website recorded by the regulator: www.belmontgrosvenor.co.uk (displayed as text)

02 Activities

What the charity does

For charitable purposes for the advancement of education and in connection there with to conduct and carry on schools and to do all such other things as are necessary there to.To provide a well rounded and balanced educational system for nursery and preparatory school.To provide a thriving environment which is conducive to enabling the School to satisfy its educational and pastoral object

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 June 2026
Date Annual Return Received
17 June 2026
Date Accounts Received
17 June 2026
Total Gross Income
£2,083,658
Total Gross Expenditure
£1,887,624
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 June 2025
Date Annual Return Received
16 May 2025
Date Accounts Received
16 May 2025
Total Gross Income
£1,807,425
Total Gross Expenditure
£1,781,834
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 June 2024
Date Annual Return Received
14 June 2024
Date Accounts Received
14 June 2024
Total Gross Income
£1,473,942
Total Gross Expenditure
£1,538,952
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 June 2023
Date Annual Return Received
22 June 2023
Date Accounts Received
22 June 2023
Total Gross Income
£1,517,486
Total Gross Expenditure
£1,415,033
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
20 June 2022
Date Accounts Received
20 June 2022
Total Gross Income
£1,433,590
Total Gross Expenditure
£1,360,767

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
17 June 2026
Total Gross Income
£2,083,658
Total Gross Expenditure
£1,887,624
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
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
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
16 May 2025
Total Gross Income
£1,807,425
Total Gross Expenditure
£1,781,834
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
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 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
14 June 2024
Total Gross Income
£1,473,942
Total Gross Expenditure
£1,538,952
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
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 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
22 June 2023
Total Gross Income
£1,517,486
Total Gross Expenditure
£1,415,033
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
Yes
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
20 June 2022
Total Gross Income
£1,433,590
Total Gross Expenditure
£1,360,767
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
17 June 2026
Income Donations And Legacies
39660
Income Other Trading Activities
31874
Income Charitable Activities
1980251
Income Investments
31873
Income Other
0
Income Total Income And Endowments
2083658
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,887,624
Expenditure Other
0
Expenditure Total
1887624
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
192594
Expenditure Depreciation
32765
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£270,932
Assets Total Fixed
3266139
Assets Own Use
3266139
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,726,672
Assets Total Liabilities
£3,641,045
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,351,766
Creditors One Year Total Current
3624245
Creditors Falling Due After One Year
16800
Assets Cash
£1,071,638
Funds Endowment
0
Funds Unrestricted
1339684
Funds Restricted
12082
Funds Total
1351766
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 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
16 May 2025
Income Donations And Legacies
0
Income Other Trading Activities
24435
Income Charitable Activities
1756803
Income Investments
26187
Income Other
0
Income Total Income And Endowments
1807425
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,781,834
Expenditure Other
0
Expenditure Total
1781834
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
185931
Expenditure Depreciation
10137
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£454,884
Assets Total Fixed
3224370
Assets Own Use
3224370
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,161,558
Assets Total Liabilities
£3,230,196
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,155,732
Creditors One Year Total Current
586158
Creditors Falling Due After One Year
2644038
Assets Cash
£1,048,719
Funds Endowment
0
Funds Unrestricted
1155732
Funds Restricted
0
Funds Total
1155732
Count Employees
41
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
14 June 2024
Income Donations And Legacies
0
Income Other Trading Activities
26415
Income Charitable Activities
1417039
Income Investments
14837
Income Other
15651
Income Total Income And Endowments
1473942
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,538,952
Expenditure Other
0
Expenditure Total
1538952
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12521
Expenditure Support Costs
164841
Expenditure Depreciation
6094
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£480,475
Assets Total Fixed
3234115
Assets Own Use
3234115
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£848,185
Assets Total Liabilities
£2,952,159
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,130,141
Creditors One Year Total Current
2934159
Creditors Falling Due After One Year
18000
Assets Cash
£717,058
Funds Endowment
0
Funds Unrestricted
1130141
Funds Restricted
0
Funds Total
1130141
Count Employees
38
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
22 June 2023
Income Donations And Legacies
0
Income Other Trading Activities
25683
Income Charitable Activities
1473500
Income Investments
9007
Income Other
9296
Income Total Income And Endowments
1517486
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,415,033
Expenditure Other
0
Expenditure Total
1415033
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
148947
Expenditure Depreciation
7536
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£415,465
Assets Total Fixed
3214584
Assets Own Use
3214584
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£987,666
Assets Total Liabilities
£3,007,099
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,195,151
Creditors One Year Total Current
362364
Creditors Falling Due After One Year
2644735
Assets Cash
£931,773
Funds Endowment
0
Funds Unrestricted
1195151
Funds Restricted
0
Funds Total
1195151
Count Employees
30
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
20 June 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
1400260
Income Investments
9970
Income Other
23360
Income Total Income And Endowments
1433590
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,360,767
Expenditure Other
0
Expenditure Total
1360767
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
148814
Expenditure Depreciation
5104
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£517,918
Assets Total Fixed
3211081
Assets Own Use
3211081
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£957,559
Assets Total Liabilities
£3,075,942
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,092,698
Creditors One Year Total Current
431507
Creditors Falling Due After One Year
2644435
Assets Cash
£886,230
Funds Endowment
0
Funds Unrestricted
1092698
Funds Restricted
0
Funds Total
1092698
Count Employees
43
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
North Yorkshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
BELMONT-BIRKLANDS SCHOOL TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1969-10-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 17 SEPTEMBER 1969 AS AMENDED BY SPECIAL RESOLUTION DATED 6 DECEMBER 2004
Charitable Objects
1. FOR CHARITABLE PURPOSES FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT AND CARRY ON SCHOOLS AND TO DO ALL SUCH OTHER THINGS AS ARE NECESSARY THERETO. 2. TO TAKE OVER THE SCHOOL KNOWN AS BELMONT-BIRKLANDS SCHOOL, HARROGATE AND TO CARRY ON THE SCHOOL AND TO DO ALL SUCH OTHER THINGS AS ARE NECESSARY THERTO. 3. TO ACQUIRE AND CARRY ON IN THE UNITED KINGDOM ANY OTHER SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
14174
Charity Name Type
Working name
Charity Name
BELMONT GROSVENOR SCHOOL

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Ofsted (Office For Standards In Education)

12 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Paying staff
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Conflicting interests
Policy Name
Social media policy and procedures
Policy Name
Volunteer management
Policy Name
Complaints policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Complaints handling
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee expenses policy and procedures