SCHRODERS EMPLOYEE TRUST

Charity number: 1096884
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Relief of poverty amongst employees and former employees of Schroders plc and their dependants.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £80
Total expenditure: £3,619

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 07 April 2003: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease land or property

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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emma Holden Trustee 20 July 2021
None on record
GRAHAM STAPLES Trustee
None on record
ROGER GOODCHILD Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £0 £0 £0 £65 £80
Total expenditure £60 £69 £5.16k £5.09k £3.62k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 14 January 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 15 February 2024 10 days late
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 27 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 27 January 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 15 July 2021 160 days late
Accounts and TAR 05 April 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST MADE 8 OCTOBER 2002

Charitable objects

THE RELIEF OF POVERTY AMONGST EMPLOYEES AND FORMER EMPLOYEES FOR THE TIME BEING AND FROM TIME TO TIME OF SCHRODERS PLC AND ANY SUBSIDIARY COMPANY (WITHIN THE MEANING OF SECTION 736 OF THE COMPANIES ACT 1985) ("EMPLOYEES") AND WHETHER SINGLY OR COLLECTIVELY ANY WIFE HUSBAND WIDOW WIDOWER CHILD OR ANY OTHER PERSON WHO IS OR HAS AT ANY TIME BEEN EITHER WHOLLY OR IN PART DEPENDENT UPON ANY OF THE EMPLOYEES. IN FURTHERANCE OF THE OBJECTS THE TRUSTEES SHALL HAVE POWER TO DISPENSE RELIEF IN SUCH MANNER AS IN THEIR ABSOLUTE AND UNFETTERED DISCRETION THEY MAY THINK FIT INCLUDING (BY WAY OF EXAMPLE AND WITHOUT IN ANY WAY LIMITING THE GENERALITY OF SUCH POWER). (A) MAKING GRANTS IN MONEY INVESTMENTS OR IN KIND TO ASSIST IN MEETING OUTGOINGS SUCH AS FOR THE SUPPLY OF GAS, WATER AND ELECTRICITY (B) GRANTING OR PURCHASING PENSIONS (C) MAKING LOANS (D) DONATING TO OTHER CHARITIES OFFERING RESIDENTIAL ACCOMMODATION SUCH AS ALMSHOUSES, HOMES OR HOSTELS (E) PROVIDING OR ADAPTING RESIDENTIAL ACCOMMODATION AND PAYING FOR THE COST OF ESSENTIAL REPAIRS AND REDECORATION (F) PAYING FEES FOR ADVICE OR SERVICES (G) DISCHARGING DEBTS (H) PAYING FUNERAL EXPENSES (I) PROVIDING SICKNESS BENEFITS (J) PAYING FOR MEDICAL CONSULTATIONS AND TREATMENT, DRUGS, MEDICAL AND SURGICAL APPLIANCES, NURSING AND RELATED TRAVELLING EXPENSES (K) PROVIDING CLOTHING, FOOD, FURNITURE AND APPLIANCES (L) PROVIDING ASSISTANCE TOWARDS MEETING THE COST OF CONVALESCENCE OR REHABILITATION OF ANY KIND.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED IN GI

Contact information

Address:
Schroder Investment Management Ltd
1 London Wall Place
LONDON
EC2Y 5AU
Phone:
02076582778
Email:
peter.strudwick@schroders.com
Website:

No information available