THE SCHUMACHER INSTITUTE

Charity Number: 1144674
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To develop, find, finance and carry out projects which promote concepts such as convergent action in the form of integrated solutions and strategies To promote the application of critical systems thinking To undertake, promote and assist the undertaking of research, collaboration and facilitation

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £128,015
Total expenditure: £96,749

Total income includes £4,900 from 1 government contract(s)

People

2 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 15 November 2011: Standard registration
Organisation type:
Charitable company
Other names:
  • THE SCHUMACHER CENTRE LTD. (Previous name)
Company number:
06606284 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
IAN FELTON RODERICK Trustee 25 March 2011
UK SYSTEMS SOCIETY
Received: On time
BRENDA JANE MCLENNAN Trustee 25 March 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £159.76k £220.05k £157.15k £118.95k £128.01k
Total expenditure £113.94k £129.24k £170.33k £215.42k £96.75k
Income from government contracts N/A N/A N/A £30.00k £4.90k
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 31 May 2024 05 February 2025 On Time
Accounts and TAR 31 May 2024 05 February 2025 On Time Download Open in new window
Annual return 31 May 2023 14 March 2024 On Time
Accounts and TAR 31 May 2023 14 March 2024 On Time Download Open in new window
Annual return 31 May 2022 10 December 2022 On Time
Accounts and TAR 31 May 2022 10 December 2022 On Time Download Open in new window
Annual return 31 May 2021 20 February 2022 On Time
Accounts and TAR 31 May 2021 20 February 2022 On Time Download Open in new window
Annual return 31 May 2020 14 March 2021 On Time
Accounts and TAR 31 May 2020 14 March 2021 On Time Download Open in new window
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.

MEMORANDUM AND ARTICLES INCORPORATED 30/05/2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/10/2011 AS REGISTERED AT COMPANIES HOUSE ON 09/11/2011 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 22 AUGUST 2014

Charitable objects

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE: A) THE RELIEF OF POVERTY AND DISTRESS THROUGH THE USE OF APPLIED SYSTEMS SCIENCES; B) THE ADVANCEMENT OF EDUCATION THROUGH THE APPLICATION OF SYSTEMS THINKING, AND THE CONCEPTS OF CONVERGENCE AND INTERDISCIPLINARITY TO SOCIAL AND GLOBAL ISSUES, INCLUDING RESOURCE USE, CLIMATE CHANGE, ENVIRONMENTAL MANAGEMENT AND SOCIAL COHESION; C) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY: I. THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; II. THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES; III. THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC DEVELOPMENT AND REGENERATION. SUSTAINABLE DEVELOPMENT MEANS "DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS." D) SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Contact information

Address:
The Schumacher Institute
Create Centre
Smeaton Road
BRISTOL
BS1 6XN
Phone:
07921970952
Email:
info@schumacherinstitute.org.uk
Website:

www.schumacherinstitute.org.uk Open in new window