The Schroder 1905 Trust

Registered charity 1117748 · accounts filings on the Charity Commission register · also known as 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.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income

£573k

Latest spending

£236k

Registered

2007

Accounts read

FY2025

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.

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

What the accounts disclose

Related-party transaction: Grant made to British-German Association, of which a trustee is a member.

“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

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Investment management fees paid to Cazenove Capital, whose parent company has a non-executive director who is a trustee.

“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

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Banking services provided by Schroder & Co Ltd, whose parent company has a non-executive director who is a trustee.

“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

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by UHY Hacker Young. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income

£573k

Total spending

£236k

Cost of raising funds

£17k

Reserves (reported)

£13.2m

Employees

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.9% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

JOHN HENRY FREDERICK SCHRODER · trustee of 2 other charities
LEONIE KIRA EMMA SCHRODER · trustee of 2 other charities
MORTIMER MENZEL
Theodora E H Mayer · trustee of 1 other charity

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

Operates in: Throughout England And Wales

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?

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. Its FY2025 accounts were audited by UHY Hacker Young.

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.

Funder	Similar charities funded	Amount to them
SAMJO LIMITED	1	£1.1m
THE HELPING FOUNDATION	1	£407k
MOLE CHARITABLE TRUST	1	£95k
BRUSHMILL LIMITED	1	£5k
HABITAT FOR HUMANITY GREAT BRITAIN	1	£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SCHRODER CHARITY TRUST.

SCHRODER CHARITY TRUST income £598k
the Shoftim Charitable Trust income £546k
THE SCHRODER FOUNDATION income £2.2m
SCHREIBER CHARITABLE TRUST income £820k
The Grocott Family Foundation income £926k
THE SYMPATHETIC TRUST income £877k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
The Schroder 1905 Trust	£573k	—	0	unclear	—	no doubt
SCHRODER CHARITY TRUST FY2025	£598k	—	0	unclear	—	no doubt
the Shoftim Charitable Trust FY2025	£546k	—	0	unclear	—	no doubt
THE SCHRODER FOUNDATION FY2025	£2.2m	£70,000 - £79,999	—	unclear	—	no doubt
SCHREIBER CHARITABLE TRUST FY2025	£820k	—	0	unclear	—	no doubt
The Grocott Family Foundation FY2025	£926k	—	0	unclear	—	no doubt

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