The Schroder 1905 Trust
Financial health, per its FY2025 accounts
The accounts state that total unrestricted and restricted reserves stood at £13,897,314, a decrease from the prior year's £13,972,336. The charity reported a net expenditure of £75,022 for the year, driven by investment losses of £795,930 which were partially offset by investment income of £573,349. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Mr J H F Schroder is a member of the British-German Association which received a grant of £10,000 in the year.” — page 19
“Cazenove Capital acts as investment manager for the charities. Ms L K E Schroder is a non-executive director of Schroders plc, the ultimate parent company of Cazenove Capital.” — page 19
“Mr J H F Schroder is a member of the British-German Association which received a grant of £10,000 in the year.” — page 19
“Cazenove Capital acts as investment manager for the charities. Ms L K E Schroder is a non-executive director of Schroders plc, the ultimate parent company of Cazenove Capital.” — page 19
“Mr J H F Schroder is a member of the British-German Association which received a grant of £10,000 in the year.” — page 19
“Cazenove Capital acts as investment manager for the charities. Ms L K E Schroder is a non-executive director of Schroders plc, the ultimate parent company of Cazenove Capital.” — page 19
Structured financials (annual return, FY ending 05/04/2025)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £573k | £236k |
| 05/04/2024 | £547k | £237k |
| 05/04/2023 | £533k | £217k |
| 05/04/2022 | £509k | £274k |
| 05/04/2021 | £478k | £261k |
Common questions
Is The Schroder 1905 Trust financially healthy?
The accounts state that total unrestricted and restricted reserves stood at £13,897,314, a decrease from the prior year's £13,972,336. The charity reported a net expenditure of £75,022 for the year, driven by investment losses of £795,930 which were partially offset by investment income of £573,349. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by UHY Hacker Young.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SAMJO LIMITED | 1 | £904k |
| THE HELPING FOUNDATION | 1 | £307k |
| MOLE CHARITABLE TRUST | 1 | £95k |
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £4k |