Finance Score: 0

Governance Score: 3

Support Score: 0

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

SCHRODER CHARITY TRUST

The Schroder Charity Trust is a grant making charity that aims to support a broad range of charitable causes. For our current priorities and application process please refer to: www.schrodercharitytrust.org for full details.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

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
31/03/23		£572	£579	£-8	£0	£12,800	£12,800	265.1
31/03/22		£561	£457	£103	£0	£14,501	£14,501	380.4
31/03/21		£525	£562	£-37	£0	£15,576	£15,576	332.5
31/03/20		£535	£463	£71	£0	£11,645	£11,645	301.5
31/03/19		£528	£469	£59	£0	£12,505	£12,505	319.7
31/03/18		£517	£524	£-7	£0	£14,176	£14,176	324.9
31/03/17		£434	£391	£43	£0	£0	£0	n/a
31/03/16		£407	£314	£94	£0	£0	£0	n/a
31/03/15		£361	£247	£114	£0	£0	£0	n/a
31/03/14		£278	£244	£34	£0	£0	£0	n/a
31/03/13		£278	£245	£33	£0	£0	£0	n/a
31/03/12		£201	£203	£-2	£0	£0	£0	n/a
31/03/11		£199	£283	£-84	£0	£0	£0	n/a
31/03/10		£173	£233	£-60	£0	£0	£0	n/a
31/03/09		£182	£258	£-76	£0	£0	£0	n/a
31/03/08		£172	£241	£-70	£0	£0	£0	n/a
31/03/07?		£226	£137	£90	£0	£0	£0	n/a
31/12/05	*	£197	£466	£-270	£0	£0	£0	n/a
31/12/04		£724	£805	£-80	£0	£0	£0	n/a

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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: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 265.1 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.1

Asset Split ?

Established: 59 years
(80 years as a company)

www.schrodercharitytrust.org

020 3170 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's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees:

MARINA KATHERINE FITZALAN HOWARD Appointed: 2023

CLAIRE LOUISE FITZALAN HOWARD, Other trusteeship: THE MALLINCKRODT FOUNDATION,

JOHN HENRY FREDERICK SCHRODER Appointed: 2011, Occupation: Museum Consultant, Other trusteeships: THE GERMAN CHRIST CHURCH LONDON CHARITY, CHARITIES ADMINISTERED BY THE KAISER WILHELM II FUND,

LEONIE KIRA EMMA SCHRODER Appointed: 1998, Occupation: Museum Consultant, Other trusteeships: THE SCHRODER FOUNDATION, CHARITIES ADMINISTERED BY THE KAISER WILHELM II FUND,

MR T B SCHRODER, Occupation: Museum Consultant, Other trusteeships: THE BURTON PYNSENT CHARITABLE TRUST, City & Guilds Art School Property Trust, THE GOLDSMITHS' COMPANY CHARITY,

Legal constitution

Charitable company registered in England & Wales on 31/08/1965, number: 214050
Registered at Companies House on 06/04/1944, number: 00386771

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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR05: 107 days late,

Main office

Schroder Charity Trust
81 Rivington Street
London
EC2A 3AY

Objectives

TO PROMOTE ASSIST AND ENCOURAGE CHARITABLE ENDEAVOUR, AND THE EFFECTIVE AND ECONOMICAL MANAGEMENT AND DISTRIBUTION OF CHARITABLE FUNDS.

Defined Area of Benefit:

NATIONAL

Data Sources