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home >> charity search >> the walter and liesel schwab charitable trust
Finance Score: -2
Governance Score: 0
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
    • No supporters identified
    Overall GiG Score: -2 ?

    THE WALTER AND LIESEL SCHWAB CHARITABLE TRUST 

    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.
    Analysis by Giving is Great

    Positives:

    • Spending has increased over the last 3 years relative to the previous period

    Financial issues to consider:

    • A PartB annual return has not been required and so detailed financial information is not available from the online data
    • On several occasions in recent years income has been less than spending
    miles

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k    		 Spending
    £k    		 Surplus/
    Deficit    		 Fundraising
    Cost £k    		 Total
    Funds £k    		 Unrestricted
    Funds £k    		 Mths
    Rsrvs    		 Staff Volun-
    teers
    01/05/23£386£347£39n/an/an/an/an/a0
    01/05/22£100£312£-211n/an/an/an/an/a0
    01/05/21£96£335£-239n/an/an/an/an/a0
    01/05/20£106£262£-156n/an/an/an/an/a0
    01/05/19£138£275£-137n/an/an/an/an/a0
    01/05/18£70£280£-211£0£0£0n/a00
    01/05/17£287£176£111£0£0£0n/a00
    01/05/16£82£186£-104£0£0£0n/a00
    01/05/15*£74£153£-80£0£0£0n/a00
    01/05/14£93£129£-36£0£0£0n/a00
    01/05/13£72£94£-22£0£0£0n/a00
    01/05/12£59£90£-30£0£0£0n/a00
    01/05/11£43£141£-99£0£0£0n/a00
    01/05/10£33£32£1£0£0£0n/a00
    01/05/09£155£49£106£0£0£0n/a00
    01/05/08£105£24£81£0£0£0n/a00
    01/05/07*£1,291£52£1,239£12£1,343£4410.100
    01/05/06£6£21£-16£0£0£0n/a00
    01/05/05*£8£21£-13£0£0£0n/a00
    01/05/04*£10£15£-6£0£0£0n/a00
    Show more rows -->

    Download accounts
    Highest pay bracket: less than £60,000
    Established: 22 years

    www.swtrust.org.uk

    info@swtrust.org.uk

    07711386974

    Charity Commission for England and Wales
    UN SDGs
    ?
    Listed activities
    • Education/Training
    GiG Classification
    • Grant-making foundations
    How it operates
    • Makes Grants to Individuals
    • Makes Grants to Organisations
    Where it operates
    • Throughout England And Wales,
    Who it helps
    • Children/Young People

    Who's supporting them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (8)
    Current Trustees appointed
    Gender Split

    Legal constitution
    • Charity registered in England & Wales on 02/05/2002, number: 1091870
    Gift Aid
    • Registered with HMRC for Gift Aid
    Policies in force
    • 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
    Filing Record
    20 returns made; AR15: 10 days late, AR07: 151 days late, AR05: 302 days late, AR04: 155 days late,
    Main office

    S W Trust
    PO Box 12327
    Great Horkesley
    COLCHESTER
    CO6 4XE

    Objectives

    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.

    Defined Area of Benefit:

    NATIONAL

    Data Sources

    Charity Commission for England and Wales
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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