THE WALTER AND LIESEL SCHWAB CHARITABLE TRUST

Registered charity 1091870 · accounts filings on the Charity Commission register

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.

Objects

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.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Babergh, East of England, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £11,749 for the year ended 31 August 2025, driven by expenditure exceeding income. Per the trustees' report, unrestricted reserves stood at £50,055, which is below the stated policy target of maintaining three to six months of expenditure. The trustees confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• 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
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Marks Family Charitable Trust — “Scholarship Supported by the Marks Family Charitable Trust” (source page)

Trustees · trustee networks

• BARONESS NEUBERGER DBEchair · trustee of 3 other charities
• BARONESS SALLY HAMWEE
• DR KATHLEEN MARGARET PETTY-SAPHON · trustee of 2 other charities
• Dr Rebecca Emily Murray
• Lady Diana Alethea Brittan
• PROFESSOR ANTHONY JOHN NEUBERGER
• SHEILA RUTH SPALDING

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CLEEVES AND WHITEHEAD TRUST.

• THE CLEEVES AND WHITEHEAD TRUST income £88k
• IAPS CHARITABLE TRUST income £197k
• THE SCHREIB TRUST income £227k
• SWITCH YOUTH SERVICES income £64k
• NASOD CHARITABLE TRUST income £378k
• J & M SCHWAB CHARITABLE TRUST income £90k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.