Finance Score: 0

Governance Score: -1

Support Score: 0

Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

CHARITIES ADMINISTERED BY THE KAISER WILHELM II FUND

A philanthropic family charitable trust that supports individuals of German origin living in social or economic hardship via organisations working with these target groups.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age

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		£533	£217	£316	£0	£12,989	£9,401	520.3	0
05/04/22		£509	£274	£235	£0	£13,603	£9,791	429.2	0
05/04/21		£478	£261	£217	n/a	n/a	n/a	n/a	n/a
05/04/20		£469	£208	£261	n/a	n/a	n/a	n/a	n/a
05/04/19		£440	£215	£225	n/a	n/a	n/a	n/a	n/a
05/04/18		£414	£248	£166	£0	£0	£0	n/a	0
05/04/17		£395	£229	£167	£0	£0	£0	n/a	0
05/04/16		£382	£195	£188	£0	£0	£0	n/a	0
05/04/15		£396	£183	£213	£0	£0	£0	n/a	0
05/04/14		£230	£238	£-7	£0	£0	£0	n/a	0
05/04/13	*	£196	£221	£-25	£0	£0	£0	n/a	0
05/04/12		£155	£182	£-27	£0	£0	£0	n/a	0
05/04/11		£202	£199	£3	£0	£0	£0	n/a	0
05/04/10		£190	£146	£43	£0	£0	£0	n/a	0
05/04/09		£226	£158	£68	£0	£0	£0	n/a	0
05/04/08		£266	£215	£51	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 520.3 months
Net Current Assets/Spending: 25 months
Quick Ratio: 19.9

Asset Split ?

Established: 17 years

0203 170 5793

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

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

Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees:

JOHN HENRY FREDERICK SCHRODER Appointed: 2016, Occupation: Museum Consultant, Other trusteeships: SCHRODER CHARITY TRUST, THE GERMAN CHRIST CHURCH LONDON CHARITY,

LEONIE KIRA EMMA SCHRODER Appointed: 2016, Occupation: Museum Consultant, Other trusteeships: SCHRODER CHARITY TRUST, THE SCHRODER FOUNDATION,

MORTIMER MENZEL

Legal constitution

Charity registered in England & Wales on 30/01/2007, number: 1117748

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; AR13: 42 days late,

Main office

C/O THE SCHRODER FOUNDATION
81 RIVINGTON STREET
LONDON
EC2A 3AY

Objectives

SEE OBJECTS FOR SUBSIDIARY/LINKED CHARITIES

Defined Area of Benefit:

NOT DEFINED IN PRACTICE NATIONAL

Data Sources