THE SIR BERNARD & LADY SCHREIER FOUNDATION

Charity number: 1187179
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Sir Bernard and Lady Schreier Foundation is an independent grant making charity, set up in 2020, using a bequest left by the late Sir Bernard and Lady Schreier. The Foundation delivers its vision primarily by making grants to other UK registered charities, that provide relief to those affected by ill health, especially those affected by mental illness.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £250,557
Total expenditure: £161,797

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 02 January 2020: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Iris Gibbor Chair 19 December 2019
None on record
Mark Adam Gibbor Trustee 19 December 2019
None on record
JOHN ERNEST SMITH FCA Trustee 19 December 2019
None on record
Dr Luke Gibbor Trustee 19 December 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £4.34m £83.59k £231.20k £250.56k
Total expenditure £120.48k £142.22k £131.50k £161.80k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies £4.33m N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A
Income - Endowments £0 N/A N/A N/A
Income - Investment £8.73k N/A N/A N/A
Income - Other £0 N/A N/A N/A
Income - Legacies £4.33m N/A N/A N/A
Expenditure - Charitable activities £118.21k N/A N/A N/A
Expenditure - Raising funds £2.27k N/A N/A N/A
Expenditure - Governance £15.66k N/A N/A N/A
Expenditure - Grants institution £102.56k N/A N/A N/A
Expenditure - Investment management £2.27k N/A N/A N/A
Expenditure - Other £0 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 December 2023 09 August 2024 On Time
Accounts and TAR 31 December 2023 09 August 2024 On Time Download Open in new window
Annual return 31 December 2022 18 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 26 October 2022 On Time
Accounts and TAR 31 December 2021 31 October 2022 On Time Download Open in new window
Annual return 31 December 2020 26 October 2021 On Time
Accounts and TAR 31 December 2020 26 October 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.

CIO - FOUNDATION Registered 02 Jan 2020

Charitable objects

FOR THE PUBLIC BENEFIT FOR THE ADVANCEMENT OF HEALTH PRIMARILY BUT NOT EXCLUSIVELY BY PROVIDING RELIEF AND SUPPORT TO PEOPLE AFFECTED BY MENTAL ILLNESS AND FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES (ACCORDING TO THE LAWS OF ENGLAND AND WALES) AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Contact information

Address:
C P HOUSE
OTTERSPOOL WAY
WATFORD
WD25 8JJ
Phone:
01923250500
Email:
info@schreierfoundation.com
Website:

https://schreierfoundation.com/ Open in new window