THE WALTER AND LIESEL SCHWAB CHARITABLE TRUST

Charity overview
Activities - how the charity spends its money
The Walter & Liesel Schwab Charitable Trust was established to assist young refugees and asylum seekers in accessing education. The Trust gives small grants to help young refugees and asylum seekers with their studies. Grants range from helping with transport costs, computers and books to helping with fees as necessary. The grants are dependent on the young person's immigration status.
Income and expenditure
Data for financial year ending 01 May 2023
People

8 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Children/young People
- Makes Grants To Individuals
- Makes Grants To Organisations
- Throughout England And Wales
Governance
- 18 October 2006: Standard registration
No other names
- 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
- Risk management
- Safeguarding policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
8 Trustee(s)
Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||
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BARONESS NEUBERGER DBE | Chair | 06 December 2001 |
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BARONESS SALLY HAMWEE | Trustee | 24 May 2022 |
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Baroness Sally Hamwee | Trustee | 24 May 2022 |
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Dr Rebecca Emily Murray | Trustee | 01 April 2020 |
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Lady Diana Alethea Brittan | Trustee | 17 April 2018 |
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DR KATHLEEN MARGARET PETTY-SAPHON | Trustee | 11 February 2016 |
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SHEILA RUTH SPALDING | Trustee |
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PROFESSOR ANTHONY JOHN NEUBERGER | Trustee |
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Financial history
Financial period end date
Income / Expenditure | 01/05/2019 | 01/05/2020 | 01/05/2021 | 01/05/2022 | 01/05/2023 | ||
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Total gross income | £138.25k | £106.32k | £96.10k | £100.24k | £385.77k | |
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Total expenditure | £275.48k | £262.13k | £335.28k | £311.66k | £346.88k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
---|---|---|---|---|
Annual return | 01 May 2023 | 01 March 2024 | On Time | |
Accounts and TAR | 01 May 2023 | 01 March 2024 | On Time | Download Open in new window |
Annual return | 01 May 2022 | 01 March 2023 | On Time | |
Accounts and TAR | 01 May 2022 | 01 March 2023 | On Time | Download Open in new window |
Annual return | 01 May 2021 | 25 February 2022 | On Time | |
Accounts and TAR | 01 May 2021 | 25 February 2022 | On Time | Download Open in new window |
Annual return | 01 May 2020 | 24 February 2021 | On Time | |
Accounts and TAR | 01 May 2020 | 24 February 2021 | On Time | Download Open in new window |
Annual return | 01 May 2019 | 26 February 2020 | On Time | |
Accounts and TAR | 01 May 2019 | 26 February 2020 | On Time | Download Open in new window |
Governing document
It is not the full text of the charity's governing document.
DECLARATION OF TRUST EXECUTED ON THE 6TH DECEMBER 2001.
Charitable objects
THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR THE ADVANCEMENT OF EDUCATION, IN PARTICULAR HIGHER OR FURTHER EDUCATION, OF ASYLUM SEEKERS OR REFUGEES, OR FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT. PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY ONE YEARS FROM THE DATE OF THE DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.
Area of benefit
NATIONAL
Linked charities
- 18 October 2006 : Standard registration
Contact information
- Address:
-
S W Trust
PO Box 12327
CO6 4XE
- Phone:
- 07711386974
- Email:
- info@swtrust.org.uk
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