THE SCHMIDT-BODNER CHARITABLE TRUST
The Trustees shall hold the Trust Capital and the income thereof upon Trust to pay apply the thereof for charitable purposes as the Trustees may from time to time in the absolute discretion determine.
Objects
SUCH CHARITABLE PURPOSES AS THE TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SELECT. (SEE TRUST DEED FOR FULL DETAILS).
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased from £2,233,576 to £1,998,640 due to a net movement in funds of negative £234,936, driven by investment losses. The Trustees report that no minimum level of resources is required under their reserves policy. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts.
What the accounts disclose
“The Trustees do not consider that any minimum level of resources is required.” — page 3
“Daniel Isaac Dover is a Partner of BDO LLP. This firm provided, and continues to provide, accountancy services for the Trustees. The total fees invoiced by the firm during the year to 5 April 2025 were £2,388 (2024 - £2,376). At the year end there are fees due to BDO LLP of £2,388 currently shown in the creditors balance.” — page 10
“Martin Paisner CBE is a Partner of Paynes Hicks Beach. This firm provided, and continues to provide, legal services for the Trustees. No fees were paid to the firm during the year to 5 April 2025.” — page 10
“Daniel Isaac Dover is a Partner of BDO LLP. This firm provided, and continues to provide, accountancy services for the Trustees. The total fees invoiced by the firm during the year to 5 April 2025 were £2,388 (2024 - £2,376). At the year end there are fees due to BDO LLP of £2,388 currently shown in the creditors balance.” — page 10
“Martin Paisner CBE is a Partner of Paynes Hicks Beach. This firm provided, and continues to provide, legal services for the Trustees. No fees were paid to the firm during the year to 5 April 2025.” — page 10
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2023 (received 28/03/2024, 52 days after the 05/02/2024 due date).
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £30k | £147k |
| 05/04/2024 | £28k | £216k |
| 05/04/2023 | £30k | £79k |
| 05/04/2022 | £26k | £94k |
| 05/04/2021 | £28k | £102k |
Common questions
Is THE SCHMIDT-BODNER CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £2,233,576 to £1,998,640 due to a net movement in funds of negative £234,936, driven by investment losses. The Trustees report that no minimum level of resources is required under their reserves policy. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts. Its FY2025 accounts were independently examined.
Charities like this
- THE MOETTE CHARITABLE TRUST
- BROWNE JACOBSON CHARITABLE TRUST
- SMITH CHARITABLE TRUST
- MILLWARD CHARITABLE TRUST
- BDO CHARITABLE TRUST
- THE A M CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SCHMIDT-BODNER CHARITABLE TRUST | £30k | — | 0 | unclear | — | no doubt |
| THE MOETTE CHARITABLE TRUST | £60k | — | 0 | unclear | — | no doubt |
| BROWNE JACOBSON CHARITABLE TRUST | £64k | — | 0 | below | — | no doubt |
| SMITH CHARITABLE TRUST | £230k | — | 0 | unclear | — | no doubt |
| MILLWARD CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| BDO CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |