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.

Objects

FOR THE PUBLIC BENEFIT FOR THE ADVANCEMENT OF HEALTH PRIMARILY BUT NOT EXCLUSIVELY BY PROVIDING RELIEF AND SUPPORT TO PEOPLE AFFECTED BY MENTAL ILLNESS AND FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES (ACCORDING TO THE LAWS OF ENGLAND AND WALES) AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Hertsmere, East of England, England (from the postcode on the register)

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

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net movement in funds surplus of £586,323 for the year ended 31 December 2025, driven by investment gains and incoming resources. Unrestricted funds increased to £5,602,473, with the trustees confirming adequate resources to continue operations for the foreseeable future on a going concern basis. The charity does not employ staff and funds its charitable activities primarily through investment income and donations.

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

What the accounts disclose

Largest income source: Legacies and donations (63% of income)
“Legacies and donations 3 240,000 363,600” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 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. (reserves figure: £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: Donations received from a Trustee (Gift Aid)
“During the year the Charity received donations under gift aid totalling £116,000 (2024: £214,880) excluding tax recoverable from a Trustee.” — page 5
“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.
Related-party transaction: Donations received from CP Holdings Limited (related party)
“During the year the Charity received donations under gift aid totalling £116,000 (2024: £214,880) excluding tax recoverable from a Trustee.” — page 5
“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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

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 the charity reported a net movement in funds surplus of £586,323 for the year ended 31 December 2025, driven by investment gains and incoming resources. Unrestricted funds increased to £5,602,473, with the trustees confirming adequate resources to continue operations for the foreseeable future on a going concern basis. The charity does not employ staff and funds its charitable activities primarily through investment income and donations. 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
ORTERSHAM LIMITED1£5k
HABITAT FOR HUMANITY GREAT BRITAIN1£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BRID GARDENS.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE SIR BERNARD & LADY SCHREIER FOUNDATION£383k—0above—no doubt
BRID GARDENS FY2025£106k—0above—no doubt
ST BERNARD'S CHARITY FY2025£37k—0above—no doubt
SCHRODER CHARITY TRUST FY2025£598k—0unclear—no doubt
THE SYDER FOUNDATION FY2025£378k—0above—no doubt
THE DR MORTIMER AND THERESA SACKLER FOUNDATION FY2025£575k——above—no doubt

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