Finance Score: -5

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

SCHRODERS EMPLOYEE TRUST

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

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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
05/04/23	*	£0	£5	£-5	n/a	n/a	n/a	n/a	n/a
05/04/22		£0	£5	£-5	n/a	n/a	n/a	n/a	n/a
05/04/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£0	£6	£-6	n/a	n/a	n/a	n/a	n/a
05/04/18		£5	£4	£1	£0	£0	£0	n/a	0
05/04/17		£5	£0	£5	£0	£0	£0	n/a	0
05/04/16	*	£5	£0	£5	£0	£0	£0	NAN	0
05/04/15	*	£5	£0	£5	£0	£0	£0	NAN	0
05/04/14		£5	£3	£2	£0	£0	£0	n/a	0
05/04/13	*	£5	£0	£5	£0	£0	£0	NAN	0
05/04/12	*	£5	£4	£1	£0	£0	£0	n/a	0
05/04/11		£5	£1	£4	£0	£0	£0	n/a	0
05/04/10		£5	£0	£5	£0	£0	£0	NAN	0
05/04/09		£6	£1	£5	£0	£0	£0	n/a	0
05/04/08		£6	£0	£6	£0	£0	£0	NAN	0
05/04/07		£6	£0	£6	£0	£0	£0	NAN	0
05/04/06		£5	£4	£2	£0	£0	£0	n/a	0
05/04/05	*	£10	£3	£8	£0	£0	£0	n/a	0
05/04/04		£5	£0	£5	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 21 years

peter.strudwick@schroders.com

02076582778

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

EMMA HOLDEN Appointed: 2021

GRAHAM STAPLES, Other trusteeship: THE SHERBORNE GIRLS FOUNDATION,

ROGER GOODCHILD

Legal constitution

Charity registered in England & Wales on 07/04/2003, number: 1096884

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 16 days late, AR20: 166 days late, AR19: 132 days late, AR16: 4 days late, AR15: 49 days late, AR13: 70 days late, AR12: 46 days late, AR05: 10 days late,

Main office

Schroder Investment Management Ltd
1 London Wall Place
LONDON
EC2Y 5AU

Objectives

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.

Defined Area of Benefit:

NOT DEFINED IN GI

Data Sources