The Lehman Brothers Foundation Europe

Charity Number: 1088535

Annual Expenditure: £0.2M
Geographic Focus: Throughout London, Belgium, France, Germany, Italy

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Quick Stats

  • Annual Giving: £243,324 (expenditure for year ending November 2024)
  • Annual Income: £38,181 (year ending November 2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly available
  • Geographic Focus: UK, France, Belgium, Germany, Italy, Continental Europe, and the Middle East

Contact Details

Email: peter@sherratt.uk.com

Phone: 7566771007

Registered Office: Level 5, Tower 42, 25 Old Broad Street, London, EC2N 1HN

Charity Number: 1088535

Company Number: 04279406

Overview

The Lehman Brothers Foundation Europe was established in 2001 as a philanthropic organization funded by Lehman Brothers Ltd and its employees. Despite the collapse of Lehman Brothers in 2008, the foundation continues to operate as an independent charitable entity. The foundation's charitable objects are the advancement of education and other purposes beneficial to the community. According to recent Charity Commission filings, for the financial year ending November 2024, the foundation had an income of £38,181 and expenditure of £243,324, indicating it continues to distribute grants from its existing assets. The foundation operates with six trustees, none of whom receive remuneration, and has no employees. The foundation's operations have continued under the chairship of Peter Robert Sherratt, who has served as a trustee since the foundation's inception in 2001.

Funding Priorities

Grant Programs

The foundation operates under trustee discretion to make grants and donations to charitable purposes or institutions as the trustees see fit. Specific grant programs, amounts, or funding tiers are not publicly documented.

Priority Areas

Based on charity registration information, the foundation's priority areas include:

  • Education and training: Advancement of education
  • General charitable purposes: Other purposes beneficial to the community as determined by trustees
  • Geographic focus: Organizations in the UK, Continental Europe (particularly France, Belgium, Germany, and Italy), and the Middle East

The foundation's charitable purposes are broad, allowing trustees discretion to support various causes that align with education advancement and community benefit.

What They Don't Fund

Specific exclusions are not publicly documented.

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Governance and Leadership

The foundation is governed by six trustees who serve without remuneration. Key leadership includes:

Peter Robert Sherratt - Chair (appointed 2001)

  • Occupation: Managing Director
  • Also serves as trustee for The Relief Trust, The Against Malaria Foundation, and The KPMG Foundation
  • Contact: peter@sherratt.uk.com

Ruggero Magnoni - Trustee

Valerie Anne Samuel - Trustee

The foundation operates as a private limited company by guarantee without share capital, incorporated on 31 August 2001. It has maintained continuous operation despite the 2008 collapse of Lehman Brothers, demonstrating the trustees' commitment to continuing the foundation's charitable mission independently.

Application Process and Timeline

How to Apply

This foundation does not have a public application process.

The foundation operates under trustee discretion, meaning grants are awarded based on the trustees' determination of suitable charitable purposes and institutions. There is no online portal, application form, or formal submission process available to the public.

The foundation's governing documents state that grants are made “to such charitable purposes or institutions as the trustees shall in their absolute discretion think fit.” This indicates that grant decisions are made internally by the board of trustees rather than through an open application process.

Organizations seeking funding would need to be identified or invited by the trustees, or potentially brought to the trustees' attention through existing connections.

Application Success Factors

Due to the lack of public information about the foundation's grant-making criteria, specific success factors cannot be documented. The foundation operates with significant trustee discretion, and decisions appear to be made based on the trustees' assessment of charitable purposes that align with the foundation's objects of advancing education and benefiting the community.

Key Takeaways for Grant Writers

  • No public application process: This foundation does not accept unsolicited applications through a formal process
  • Trustee discretion model: All grants are awarded at the discretion of the six-member board of trustees
  • Continued operation: Despite the 2008 Lehman Brothers bankruptcy, the foundation remains active and continues to make grants from existing assets
  • Geographic scope: Focus on UK, Continental Europe (France, Belgium, Germany, Italy), and the Middle East
  • Broad mandate: The foundation's charitable objects are intentionally broad, covering education advancement and general community benefit
  • Limited public information: Very little information is publicly available about specific grants awarded, beneficiaries, or decision-making criteria
  • Contact available: The chair, Peter Sherratt, can be contacted at peter@sherratt.uk.com for inquiries

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References

Frequently Asked Questions

What does The Lehman Brothers Foundation Europe fund?

Grant Programs The foundation operates under trustee discretion to make grants and donations to charitable purposes or institutions as the trustees see fit. Specific grant programs, amounts, or funding tiers are not publicly documented.

How much funding does The Lehman Brothers Foundation Europe provide?

The Lehman Brothers Foundation Europe provides grants ranging from Not publicly available, with total annual giving of approximately £243,324 (expenditure for year ending November 2024).

How do I contact The Lehman Brothers Foundation Europe?

Email: peter@sherratt. uk.

Is The Lehman Brothers Foundation Europe a registered charity?

Yes, The Lehman Brothers Foundation Europe is a registered charity with the Charity Commission (charity number 1088535). They serve organisations across 5 regions in the UK.

How do I apply to The Lehman Brothers Foundation Europe?

How to Apply This foundation does not have a public application process. The foundation operates under trustee discretion, meaning grants are awarded based on the trustees' determination of suitable charitable purposes and institutions. There is no online portal, application form, or formal submission process available to the public.

Where is The Lehman Brothers Foundation Europe based?

They fund organisations across 5 regions in the UK.