THE SIR BERNARD & LADY SCHREIER FOUNDATION

Registered charity 1187179 · accounts filings on the Charity Commission register

The Sir Bernard and Lady Schreier Foundation is an independent grant making charity, set up in 2020, using a bequest left by the late Sir Bernard and Lady Schreier. The Foundation delivers its vision primarily by making grants to other UK registered charities, that provide relief to those affected by ill health, especially those affected by mental illness.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£383k
Latest spending
£238k
Registered
2020
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £5,602,473, representing a surplus of £586,323 for the year. The charity maintains substantial free reserves to cover administration and support costs, with no stated policy target for a specific reserve level other than maintaining capital protection. The trustees and auditors confirm the charity is a going concern with adequate resources for the foreseeable future.

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

What the accounts disclose

Reserves policy: maintain substantial reserves... sufficient free reserves to cover administration and support costs and to respond to emergency grant applications (held: £5.6m)
“As indicated above, it is the policy of the Charity to protect its capital and so to maintain substantial reserves. The Charity maintains sufficient free reserves to cover administration and support costs and to respond to emergency grant applications that arise from time to time.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation from CP Holdings Limited
“An additional donation of £95,000 (2024: £95,000) was not received under gift aid from CP Holdings Limited, being a related party.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£383k£238k
31/12/2024£500k£203k
31/12/2023£251k£162k
31/12/2022£231k£132k
31/12/2021£84k£142k

Common questions

Is THE SIR BERNARD & LADY SCHREIER FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £5,602,473, representing a surplus of £586,323 for the year. The charity maintains substantial free reserves to cover administration and support costs, with no stated policy target for a specific reserve level other than maintaining capital protection. The trustees and auditors confirm the charity is a going concern with adequate resources for the foreseeable future. Its FY2025 accounts were audited by Saffery LLP.

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.

FunderSimilar charities fundedAmount to them
THE CHARLES SKEY CHARITABLE TRUST1£75k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BERTIE BLACK FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE SIR BERNARD & LADY SCHREIER FOUNDATION£383k—0unclear—no doubt
THE BERTIE BLACK FOUNDATION FY2025£150k—0unclear—no doubt
THE SCHRODER FOUNDATION FY2025£2.2m£70,000 - £79,999—unclear—no doubt
FOUNDATION RACHEL AND PAMELA SCHIELE FY2025£988k—0unclear—no doubt
THE SHERBORNE SCHOOL FOUNDATION FY2025£506k——unclear—no doubt
THE BERNICIA FOUNDATION FY2026£200k—0below—not going concern

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