Finance Score: -1

Governance Score: -1

Support Score: 0

Volatile income
spending growth: -1

Mainly female board: -1

No supporters identified

Overall GiG Score: -2

THE SCHRODER FOUNDATION

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.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board is predominantly female

Financial issues to consider:

Income has been volatile recently but spending has been maintained

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	£577	£1,978	£-1,401	£0	£12,916	£12,916	78.4	2
05/04/22	£5,604	£2,456	£3,148	£0	£15,439	£15,439	75.4	2
05/04/21	£485	£1,481	£-996	n/a	n/a	n/a	n/a	n/a
05/04/20	£536	£1,510	£-974	£0	£10,513	£10,513	83.6	2
05/04/19	£2,043	£1,493	£550	£0	£13,010	£13,010	104.6	2
05/04/18	£2,188	£2,123	£64	£0	£12,260	£12,260	69.3	2
05/04/17	£1,900	£2,168	£-268	£0	£12,482	£12,482	69.1	1
05/04/16	£2,021	£2,040	£-19	£0	£11,031	£11,031	64.9	2
05/04/15	£2,271	£1,469	£802	£7	£11,701	£11,701	95.6	2
05/04/14	£1,704	£1,988	£-284	£7	£10,705	£10,705	64.6	2
05/04/13	£418	£1,396	£-978	£0	£0	£0	n/a	0
05/04/12	£1,558	£2,781	£-1,223	£9	£10,580	£10,580	45.7	1
05/04/11	£477	£1,503	£-1,026	£0	£0	£0	n/a	0
05/04/10	£601	£1,261	£-660	£8	£12,395	£12,395	117.9	1
05/04/09	£5,282	£1,418	£3,864	£11	£10,609	£10,609	89.8	1
05/04/08	£1,480	£1,384	£96	£15	£8,135	£8,135	70.6	0
05/04/07	£1,206	£658	£548	£11	£8,583	£8,583	156.6	0
05/04/06	£1,440	£1,361	£79	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 10%
Liabilities/Income: 254%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 78.4 months
Net Current Assets/Spending: 10 months
Quick Ratio: 2.7

Asset Split ?

Established: 19 years

0203 170 5793

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

2 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees:

AMELIA SUSSMAN Appointed: 2023

CHARMAINE BRENDA VON MALLINCKRODT, Occupation: Company Director, Other trusteeship: THE MALLINCKRODT FOUNDATION,

CLAIRE FITZALAN HOWARD

LEONIE KIRA EMMA SCHRODER, Occupation: Museum Consultant, Other trusteeships: SCHRODER CHARITY TRUST, CHARITIES ADMINISTERED BY THE KAISER WILHELM II FUND,

PHILIP STEPHAN ARNOLD MALLINCKRODT

Legal constitution

Charity registered in England & Wales on 06/01/2005, number: 1107479

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

18 returns made; all on time

Main office

THE SCHRODER FOUNDATION
81 RIVINGTON STREET
LONDON
EC2A 3AY

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

ANY PART OF THE WORLD

Data Sources