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THE WALTER AND LIESEL SCHWAB CHARITABLE TRUST

Registered charity 1091870 · accounts filings on the Charity Commission register

Latest income
£254k
Latest spending
£284k
Registered
2002
Accounts read
FY2025

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.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
“At 31 August 2025, the reserves stand at £969,354 (2024: £981,103) of which £50,055 (2024: £50,045) were unrestricted and £919,299 (2024: £931,058) were restricted.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The trustee Baroness Sally Hamwee is also a trustee in "The Jane Goodman Charitable Trust". The donations received during the year from The Jane Goodman Charitable Trust for Goodman Scholarships are £Nil (2024: £Nil).
“The trustee Baroness Sally Hamwee is also a trustee in "The Jane Goodman Charitable Trust". The donations received during the year from The Jane Goodman Charitable Trust for Goodman Scholarships are £Nil (2024: £Nil). The donations received from the trustee Baroness Julia Neuberger £Nil (2024: £200) and from Neuberger Family £Nil (2024: £Nil) during the year.” — page 18
“The donations received from the trustee Baroness Julia Neuberger £Nil (2024: £200) and from Neuberger Family £Nil (2024: £Nil) during the year.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from trustee Baroness Julia Neuberger were £Nil (2024: £200).
“The trustee Baroness Sally Hamwee is also a trustee in "The Jane Goodman Charitable Trust". The donations received during the year from The Jane Goodman Charitable Trust for Goodman Scholarships are £Nil (2024: £Nil). The donations received from the trustee Baroness Julia Neuberger £Nil (2024: £200) and from Neuberger Family £Nil (2024: £Nil) during the year.” — page 18
“The donations received from the trustee Baroness Julia Neuberger £Nil (2024: £200) and from Neuberger Family £Nil (2024: £Nil) during the year.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Funders the charity credits

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

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/08/2025£254k£284k
31/08/2024£228k£300k
01/05/2023£386k£347k
01/05/2022£100k£312k
01/05/2021£96k£335k

Common questions

Is THE WALTER AND LIESEL SCHWAB CHARITABLE TRUST financially healthy?

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. Its FY2025 accounts were independently examined.

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