THE SCHRODER FOUNDATION

Charity number: 1107479
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees have a policy of supporting a broad range of activities within the areas of the arts, culture & heritage; education & young people; environment & conservation; health & medicine; and social welfare & community. The Foundation identifies organisations and activities to support proactively by invitation and therefore does not accept unsolicited applications.

Income and expenditure

Data for financial year ending 05 April 2023

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 January 2005: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
  • Paying staff
  • 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
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Amelia Sussman Trustee 21 June 2023
None on record
LEONIE KIRA EMMA SCHRODER Trustee
SCHRODER CHARITY TRUST
Received: On time
The Schroder 1905 Trust
Received: On time
CHARMAINE BRENDA VON MALLINCKRODT Trustee
THE MALLINCKRODT FOUNDATION
Received: On time
PHILIP STEPHAN ARNOLD MALLINCKRODT Trustee
None on record
CLAIRE FITZALAN HOWARD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2019 05/04/2020 05/04/2021 05/04/2022 05/04/2023
Total gross income £2.04m £535.69k £484.95k £5.60m £576.50k
Total expenditure £1.49m £1.51m £1.48m £2.46m £1.98m
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
Income - Donations and legacies £1.51m £0 N/A £5.12m £0
Income - Other trading activities £0 £0 N/A £0 £0
Income - Charitable activities £0 £0 N/A £0 £0
Income - Endowments £0 £0 N/A £0 £0
Income - Investment £494.89k £489.17k N/A £415.42k £504.72k
Income - Other £39.90k £46.51k N/A £66.30k £71.78k
Income - Legacies £0 £0 N/A £0 £0
Expenditure - Charitable activities £1.48m £1.50m N/A £2.44m £1.96m
Expenditure - Raising funds £15.05k £13.92k N/A £12.91k £14.94k
Expenditure - Governance £8.55k £7.50k N/A £6.00k £6.78k
Expenditure - Grants institution £1.33m £1.35m N/A £2.27m £1.79m
Expenditure - Investment management £15.05k £13.92k N/A £12.91k £14.94k
Expenditure - Other £0 £0 N/A £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 05/04/2019 05/04/2020 05/04/2021 05/04/2022 05/04/2023
Own use assets £0 £0 N/A £0 £0
Long-term investments £12.56m £9.77m N/A £14.52m £11.73m
Other assets £462.62k £1.11m N/A £2.21m £2.65m
Defined benefit pension scheme asset or liability £0 £0 N/A £0 £0
Total liabilities £11.07k £365.77k N/A £1.30m £1.46m

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 2023 17 January 2024 On Time
Accounts and TAR 05 April 2023 17 January 2024 On Time Download Open in new window
Annual return 05 April 2022 13 December 2022 On Time
Accounts and TAR 05 April 2022 13 December 2022 On Time Download Open in new window
Annual return 05 April 2021 14 December 2021 On Time
Accounts and TAR 05 April 2021 14 December 2021 On Time Download Open in new window
Annual return 05 April 2020 18 January 2021 On Time
Accounts and TAR 05 April 2020 18 January 2021 On Time Download Open in new window
Annual return 05 April 2019 31 December 2019 On Time
Accounts and TAR 05 April 2019 31 December 2019 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
THE SCHRODER FOUNDATION
81 RIVINGTON STREET
LONDON
EC2A 3AY
Phone:
0203 170 5793
Email:
No information available
Website:

No information available