THE SIR BERNARD & LADY SCHREIER FOUNDATION
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.
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.
What the accounts disclose
“Legacies and donations 3 240,000 363,600” — page 12
“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
“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.”
“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.”
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
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
Trustees
- Iris Gibborchair
- Dr Luke Gibbor
- JOHN ERNEST SMITH FCA
- Mark Adam Gibbor
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ORTERSHAM LIMITED | 1 | £5k |
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £4k |
Charities like this
- BRID GARDENS
- ST BERNARD'S CHARITY
- SCHRODER CHARITY TRUST
- THE SYDER FOUNDATION
- THE DR MORTIMER AND THERESA SACKLER FOUNDATION
- THE ST BERNARD TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SIR BERNARD & LADY SCHREIER FOUNDATION | £383k | — | 0 | above | — | no doubt |
| BRID GARDENS | £106k | — | 0 | above | — | no doubt |
| ST BERNARD'S CHARITY | £37k | — | 0 | above | — | no doubt |
| SCHRODER CHARITY TRUST | £598k | — | 0 | unclear | — | no doubt |
| THE SYDER FOUNDATION | £378k | — | 0 | above | — | no doubt |
| THE DR MORTIMER AND THERESA SACKLER FOUNDATION | £575k | — | — | above | — | no doubt |