THE SCHUMACHER INSTITUTE
To develop, find, finance and carry out projects which promote concepts such as convergent action in the form of integrated solutions and strategiesTo promote the application of critical systems thinkingTo undertake, promote and assist the undertaking of research, collaboration and facilitation
Objects
THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE:A) THE RELIEF OF POVERTY AND DISTRESS THROUGH THE USE OF APPLIED SYSTEMS SCIENCES;B) THE ADVANCEMENT OF EDUCATION THROUGH THE APPLICATION OF SYSTEMS THINKING, AND THE CONCEPTS OF CONVERGENCE AND INTERDISCIPLINARITY TO SOCIAL AND GLOBAL ISSUES, INCLUDING RESOURCE USE, CLIMATE CHANGE, ENVIRONMENTAL MANAGEMENT AND SOCIAL COHESION;C) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY:I. THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES;II. THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES;III. THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC DEVELOPMENT AND REGENERATION.SUSTAINABLE DEVELOPMENT MEANS "DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS."D) SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £14,898 for the year, reducing its total funds to £68,270. The trustees confirm that free reserves of £14,953 remain above their stated policy target of £5,589, and there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“the unrestricted funds not committed or invested in tangible fixed assets (the ‘free reserves’) held by the charity should be 6 months of support costs, which equates to £5,589 in general funds for the 2024/25 year.” — page 7
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Volunteer management
Trustees
- BRENDA JANE MCLENNAN
- Catherine Sarah Dick
- Dharmendra Kapletia
- Edward Simon Langham
- Emma Jane Collier
- Hugh Parker Atkinson
- IAN FELTON RODERICK
- Kate Elizabeth Swatridge
- Michael Thomas
- Richard Arthur John Hellen
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £71k | £86k |
| 31/05/2024 | £128k | £97k |
| 31/05/2023 | £119k | £215k |
| 31/05/2022 | £157k | £170k |
| 31/05/2021 | £220k | £129k |
Common questions
Is THE SCHUMACHER INSTITUTE financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £14,898 for the year, reducing its total funds to £68,270. The trustees confirm that free reserves of £14,953 remain above their stated policy target of £5,589, and there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 04/08/2010 | £27k | "Bristol's Green Roots" |