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2024-07-31-accounts

BIRCHFIELD INDEPENDENT GIRLS SCHOOL Registered Charity Number: 1053283

ANNUAL REPORT AND ACCOUNTS 31°" JULY 2024

CHARITY INFORMATION

CONTENTS

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BIRCHFIELD INDEPENDENT GIRLS SCHOOL CHARITY INFORMATION

Address Beacon House 30 Beacon Hill, Aston Birmingham

Bankers Lloyds TSB Bank Plc Birmingham Sutton Coldfield Branch 9 Birmingham Road Sutton Coldfield

National Westminster Bank Plc 46 One Stop Shopping Centre 2 Walsall Road Perry Barr Birmingham

Al Rayan Bank Edgbaston House, 3 Duchess Place Hagley Road Birmingham

Solicitors Khan & Co 47 Cape Hill Smethwick West Midlands

Accountants Mr Akbar Dedat Crystal Business Services Ltd Chartered Accountants 264 Stoney Stanton Road Coventry West Midlands

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BIRCHFIELD INDEPENDENT GIRLS SCHOOL CHARITY REGISTRATION No:1053283 ANNUAL REPORT FOR THE YEAR ENDED 31ST JULY 2024

The trustees present their report for the year ended 31st July 2024

Trustees

The charity trustees during the period from 1st August 2023 to date were as follows:Mohammed M Uddin - Chairman Mr. Syed K Ahmed Mr. Mohammed A Rahman

Mr Anwar H Teladia is the charity's secretary.

Management The day to day running of the school is carried out by the school head-teacher (Mrs R Mogra), the school governors and also the trustees.

New Trustees

The charity, when appointing a new trustee, initially seek any interested person who has the appropriate qualification or expertise to run the charity. Such person then acts as a school governor for some time and if and when the present trustees find this person as suitable, the person is appointed as a new trustee. This ensures that all trustees are well aware of the charity's objectives, functions and procedures.

Constitution

The charity was established by a constitution dated 2nd January 1996 and is registered with the Charity Commission (1053283).

Registered Office

The charity's registered office is situated at Beacon House, 30 Beacon Hill, Aston, Birmingham.

Objectives"

To establish, maintain and conduct a school for the education (and mainly) of girls so as to be an independent school within the meaning of the expression as defined in the Education Act. In order to fulfil these objectives the charity runs a girls secondary school which is managed by experienced and qualified staff. The overall aim is to provide a good education to girls so that these girls became good examples and useful to society.

Public Benefit

There is a public need for this type of school which the charity has now been addressing for many years.

Risk Management

The trustees have assessed the maior risks to which the charity is exposed, in particular those related to the operations and finances of the school, and are satisfied that systems are in place to mitigate our exposure to the major risks.

Activities and Progress During Year

During the year, there was an increase in the student numbers which was met by the existing capcity. Concequently the gross incme increased by a greater margin than the increased costs.

The charity's last Ofsted inspection was in May 2024 and all the quality standards have been met. During the year, the charity's net incoming resources were £39,283 (last year- £22,678). The unrestricted reserves at 31st July 2024 increased from £302,200 to £341,483.

eeseseseeseseseese CONtiNUED

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BIRCHFIELD INDEPENDENT GIRLS SCHOOL CHARITY REGISTRATION No:1053283 ANNUAL REPORT FOR THE YEAR ENDED 31ST JULY 2024

Future Plans

The trustees intend to continue with the improvement of all the school standards. There are challenges ahead in that from 1st January 2025 the charity has to charge VAT which may have an impact on student numbers. Furthermore, recent government policy changes have substantially increased the amounts payable for rates.

Fixed Assets

during the year, the charity spent £18,000 on Science laboratory furnishings and £9,067 on the buildings improvement.

Grant-making and investments

The charity does not give any grants or has any long-term investments.

Reserves Policy The net current assets at the year-end is £136,473.The available liquid funds were £137,773 which more than satisfies the trustees’ aims of having sufficient funds for immediate expenditures.

The charity intends is to continue building up reserves by means of operating surpluses, supplemented by general-purpose appeals from time to time.

The private loans are not only long-term and interest free, but there is always the possibility that such loans may become actual donations in the future.

Trustees’ Responsibility For The Accounts Charity laws requires the trustees of the charity to prepare statements of accounts for each financial year which give a true and fair view of the state of affairs of the charity and of its incoming resources and application of resources for that period. In preparing those financial statements the trustees are required to:

Select suitable accounting policies and apply them consistently.

Make judgements and estimates that are reasonable and prudent.

To prepare the financial statement in accordance with the models and principles set out in the Statement of Recommended Practice Accounting and Reporting by Charities and to state whether or not the accounts have been prepared in accordance with that statement and applicable accounting standards. .

Presume that the charity will continue in operation.

The trustees are responsible for keeping the proper accounting records which are sufficient to show and explain the charity's transactions and to disclose with the reasonable accuracy at any time the financial position of the charity, and to enable them to ensure that any statements of accounts comply with the requirement of the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.

On behalf of the managing committee. Approved on 20th August 2025.

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INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF BIRCHFIELD INDEPENDENT GIRLS SCHOOL

| report to the charity trustees on my examination of the accounts of the charity for the year ended 31st July 2024 which are set out on pages 5 to 8

Basis of independent examiner's report.

As the chanty’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

| report in respect of my examination of the charity's accounts carried out under section 145 of the Act and in carrying out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

Since the charity's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the Act. | confirm that | am qualified to undertake the examination because | am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies. | have completed my examination. | confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  1. the accounts do not accord with those records; or

  2. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

MR AKBAR DEDAT

20th August 2025

Chartered Accountant Crystal Business Services Ltd Chartered Accountants 264 Stoney Stanton Road, Coventry CV1 4FP

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BIRCHFIELD INDEPENDENT GIRLS SCHOOL Statement Of Financial Activity For The Year To 31st July 2024 (Income and Expenditure Account

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31/07/24 31/07/23
Notes
INCOMING RESOURCES £ £
Parents' contributions 371,596 300,264
Donations & grants 17,114 26,060
TotalIncoming Resources ~~ 388,710 326,324
RESOURCES EXPENDED
Direct charitable expenditure
Salariesandemployer'sNIC
taff training
4 217,640
1,581
199,872
515
Rates, rent and insurance 17,630 18,757
School stationery, books & equipment 9,554 3,593
Repairs and maintenance 26,538 10,303
Equipment hire 13,361 7,773
Lightand heat 31,970 33,139
Telephone, fax and internet 1,560 2,666
Postage and stationery 1,963 6,533
Subscriptions 969 699
Software 976 2,400
Examination fees 6,374 6,418
Advertising 1,140 -
Cleaning expenses 4,271 3,513
Sundry expenses 2,503 3,087
Depreciation 4,007 707
Total Charitable Expenditure 342,037 299,975
Less
: Governance Costs (Ofsted fees)
(7,390) (3,671)
NET INCOMING RESOURCES 39,283 22,678
Fund Balances at 1stAugust 2023 302,200 279,522
FundBalancesat31stJuly2024 347,483 ~~302,200

ALLACTIVITIESARE CONTINUING ALL OF THE FUNDS ARE UNRESTRICTED

BIRCHFIELD INDEPENDENT GIRLS SCHOOL Balance Sheet As At 31st July 2024

Fixed Assets Notes £ 2024
£
£ 2023
£
Freehold property 3 278,004 268,937
Furniture & equipment 16,516 2,523
294,520 271,460
Current Assets
Debtors and prepayments 4,700 4,700
Cash atbank 137,075 139,731
Cash in hand 698 399
142,473 144,830
Less: Current Liabilities
Creditors and accruals (6,000) (24,580)
136,473 120,250
Total Assets Less Current Liabilities 430,993 391,710
Less: Long Term Liabilities
Private loans (interest free) 89,510 89,510
89,510 89,510
Total Net Assets £ 341,483 £ 302,200
Financed By :-
Charity Funds Account
General Funds - Unrestricted 341,483 302,200
£ 341,483 £ 302,200

Approved by The Board of Trustees on 20th August 2025 and signed on it's behalf

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BIRCHFIELD INDEPENDENT GIRLS SCHOOL NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31st JULY 2024

4. Accounting Policies

The financial statements are prepared in accordance with the Statement of Recommended Practice “Accounting and Reporting by Charities” preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 and Charities Act 2011. Exemption has been taken from preparing a cash flow statement under ‘Section 7 Statement of Cash Flows’ as permitted by FRS 102 on the grounds that the charity qualifies as a small entity.

(a) Voluntary income is received by way of donations and gifts and is included in full in the Statement of Financial Activities when received. Other income is accounted for on an accrual basis as far as it is prudent to do so. The value of services provided by volunteers has not been included.

(b) Resources expended are recognised in the period in which they are incurred. Resources expended include attributable VAT, which cannot be recovered. Since there ase no restricted incoming resources the charity trustees are free to spend the funds as they deem fit in the furtherance of the charity's objectives. (c) As a registered charity the charity is generally exempt from Income and Capital Gains Tax, but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

(d) Debtors and creditors

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

(e) Provisions

Provisions are recognised when the charity has an obligation at the balance sheet date as a result of a past event, it is probable that an outflow of economic benefits will be required in settlement and the amount can be reliably estimated.

(g) Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern.

2. Depreciation Policy

Depreciation is provided on the school furniture and equipment at the following rates based on the estimated useful life of these assets and their anticipated residual value:

Furniture and equipment — 20% reducing balance method

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3. Tangible fixed assets

3. Tangible fixed assets
Freehold Furniture & Totals
Property Equipment
£ £ £
Cost
At 1stAugust 2023 268,937 83,291 352,228
Additions 9,067 18,000 27,067
At 31st July2024 278,004 101,291 379,295
Depreciation
At 1stAugust2023 - 80,768 80,768
Charge for the year - 4,007 4,007
At 31st July2024 - 84,775 84,775
Net book value
At 31st July 2023 278,004 16,516 294,520
At31stJuly2024 296,004 16,516 312,520

4. Employees’ Remuneration

Total remuneration (including employer's national insurance contribution) for the year amounted to £217,640 (2023 - £199,872). There are no employees whose remuneration exceeds £60,000. The average number of paid staff for the year were 24 (2023 - 24 ), and these are analysed as follows:-

2024 2023
Teaching: Full time 4 4
Teaching: Part time 12 12
Administration / non-teaching: Full time 3 3
Administration/non-teaching:Parttime 5 5

5. Trustees’ Remuneration and Expenses

No remuneration, directly or indirectly, was paid or payable for the year to any person or persons known to be connected with any of them. No reimbursement of expenses has been made or is due to be made to any of the trustees in respect of the year.