THE SIR BERNARD & LADY SCHREIER FOUNDATION
Latest income
£500k
Latest spending
£203k
Registered
2020
Accounts read
FY2024
Financial health, per its FY2024 accounts
The accounts state that the charity reported a net movement in funds surplus of £459,395 for the year ended 31 December 2024, driven by investment gains and donations. Unrestricted funds increased to £5,016,150, with the trustees confirming adequate resources to continue operations for the foreseeable future.
What the accounts disclose
Reserves policy: substantial reserves sufficient to cover administration and support costs and to respond to emergency applications for grants (held: £5.0m)
“As indicated above, it is the policy of the Charity to protect its capital and so to maintain substantial reserves. Free reserves represent sufficient funds to cover administration and support costs and to respond to emergency applications for grants which arise from time to time are maintained by the Charity.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from a Trustee under Gift Aid
“During the year the Charity received donations under gift aid totalling £214,880 (2023: £103,720) excluding tax recoverable from a Trustee.” — page 5
“An additional donation of £95,000 was not received under gift aid from CP Holdings Limited, being a related party.”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from CP Holdings Limited
“During the year the Charity received donations under gift aid totalling £214,880 (2023: £103,720) excluding tax recoverable from a Trustee.” — page 5
“An additional donation of £95,000 was not received under gift aid from CP Holdings Limited, being a related party.”
Per its FY2024 accounts as filed with the Charity Commission.
Structured financials (annual return, FY ending 31/12/2020)
Total income
£4.3m
Total spending
£120k
Cost of raising funds
£2k
Reserves (reported)
£4.3m
Employees
0
Trustees
- Iris Gibborchair
- Dr Luke Gibbor
- JOHN ERNEST SMITH FCA
- Mark Adam Gibbor
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £500k | £203k |
| 31/12/2023 | £251k | £162k |
| 31/12/2022 | £231k | £132k |
| 31/12/2021 | £84k | £142k |
| 31/12/2020 | £4.3m | £120k |
Common questions
Is THE SIR BERNARD & LADY SCHREIER FOUNDATION financially healthy?
The accounts state that the charity reported a net movement in funds surplus of £459,395 for the year ended 31 December 2024, driven by investment gains and donations. Unrestricted funds increased to £5,016,150, with the trustees confirming adequate resources to continue operations for the foreseeable future. Its FY2024 accounts were audited by Saffery LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CRISIS UK | 1 | £463k |
| THE CHARLES SKEY CHARITABLE TRUST | 1 | £50k |
| THE SHANLY FOUNDATION | 1 | £10k |