THE FAMILY RICH CHARITIES TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2025
Charity Registration No. 264192

THE FAMILY RICH CHARITIES TRUST
LEGALAND ADMINISTRATIVE INFORMATION
Trustees
Mrs Tessa Goldsteln
Mrs Margaret Fruchter
Mr Slmon Fruchter
Charlty number
264192
Principal addre55
6 Forge Lane
Petersham Road
Richmond Upon Thames
TWIO 7BF
Independent examlner
RSM UK Tax and Accountin8 Limited
Davidson House
Forbury Square
Reading
Bekshire
RGI 3EU
Key advlsors:
A Vacha
LGT Vestra LLP
14 Cornhill
London
EC3V 3NR
The Co-operative Bank p.l.c
l Balloon Street
Manchester
M4 48E

THE FAMILY RICH CHARITIES TRUST
CONTENTS
Pase
Trustees, report
Independent examlner's report
Statement of financial activities
Balance sheet
Notes to the financlal statements
6-13

THE FAMILY RICH CHARITIES TRUST
TRUSTEES, REPORT
FOR THE YEAR ENDED 5 APRIL 2025
The Trustees present their report and financial statemer¢t5 for the year ended 5 Aprll 2025.
The attouhts have been prepared in accordance with the accounting policies set out in note I to the
accounts and comply with the Trust Deed, the Charities Act 2011 and "Accountlng and Reportlng by
the Charities: Statement of Recommended Practice applicable to charltles preparlng their accounts in
accordance with the Financial Reporting standard app15cable In the UK and Republic of Ireland IFRS
1021" las amended for accounting periods commencing from l January 20191.
Oblectlves and artivities
The trust exists to provide charltable donations to a wide and varled selection of charities In
accordance wSth the Trust Deed. Each year donations are made to charitable or8anisations and
institutions engaged In medical research and care, arts and mu51C therapies and social welfare and
care In developlng countrles.
The Trustee5 have paid due regard to guldance Issued by the Charlty Commlsslon in decldlng what
activities The Trust should undertake.
The Trustees have the power to make grants and donatlons to any charitable organls)tlon or In5tltute
In accordance wlth the trust deed dated March 1972.
Achlevements and performance
During the year The Trust made 24 separate donatlons to charitable organisations and institutes
totallln8 £66,500 in accordance with its charitable objectives.
The total Investment Income of The Trust was £87,586 from which management costs, Incurred on
generatin8 funds, of £8,808 were deducted,
Flnanclal Revlew
The Trust distributes the whole of the annual investment income, including any tax refunds thereon
but after deducting management and administration expenses.
In the year to 5 April 2025, the trust made payments of £66,500 relatlng to charitable a¢tivities, and
generated investment income of £75,996 net of costs in the year. This combined with the
independent examiner fees resulted in a balance of £1,906,338 on unrestricted reserves.
The investment policy of The Trust is to invest in a company portfolio offering risk diiersification.

THE FAMILY RICH CHARITIES TRUST
TRUSTEES, REPORT ICONTINUEDI
FOR THE YEAR ENDED 5 APRIL 2025
The Trustees have assessed the major rlsks to which The Trust15 exposed and are satisfied that systems
are in place to mitigate exposure to the major risks.
The charity receives an annual donation, from Thames Property Group Ltd, that is guaranteed to
contlnue for the foreseeable future.
Reserves Policy
The Trustees believe that the charlty should hold financial reserves to ensure the stability of the core
activities and to protect agalnst the rlsk of unforeseen fluctuations in income or expendlture. They
feel the cash reserves of £27,198 are sufficient to meet ongoing requlrements. The Trustee5 will
continue to monitor and revlew th15 level to make sure it 15 adequate golng forward.
structure, governance and management
The Trust 15 an unincorporated charlty registered on 23 June 1972. The Trust wa5 established under
the Trust Deed dated 30, March 1972.
The Trustees who served durln8 the year and up to the date of signature of the flnanclal statements
were..
Mrs Tessa Goldsteln
Mr5 Margaret Fruchter
Mr Simon Fruchter
Recrultment of the TrustÈes is carried out through nomlnation or recommendatlon by the current
Trustees.
The Trustee's report wa5 approved by the Board of Trustees.
Mr Simon Fruchter
Trustee
Dated,.
Iy,..o..1.,.2.016.

THE FAMILY RICH CHARITIES TRUST
NDEPENDENT EXAMINER'S REPORT
FOR THE YEAR ENDED 5 APRIL 2025
I report to the Trustees on my examination of the accounts of The Family Rich Charities Trust I'the
charity'l for the year ended 5 April 2025, which are set out on pages 4 to 13.
Re5POll51bllltles and basss of report
As the Trustees of the charSty you are responsible for the preparation of the accounts In accordance
wlth the requlrements of the Charltles Act 20111'the 2011 Act'l.
I report in respect of my examination of the charity's a¢count5 carrled out under sectlon 145 of the
2011 Act and in carrying Out my examination I have followed all the applicable Directions given by the
Charity Commission under section 14515llbl of the 2011 Act.
An Independent examlnatlon does not Involve gathering all the evidence that would be Tequired in an
audit and conseqsjently does not cover all the matters that an audltor conslders In glvlng thelr oplnlon
on the accounts. The plannlng and conduct of an audlt goes beyond the Ilmited assurance that an
Independent examlnatlon can provlde. Consequently, l express no opinion as to whether the accounts
present a 'true and fair vlew, and my report Is limited to those spe¢lfi¢ matters set out In the
Independent examlnerfs statement.
Independent examlner's ststement
I have completed my examination, I confirm that no material matters have come to my attentlon In
connection with the examlnation glving me reasonable cause to believe that In any materlal respect,.
accountlng records were not kept in respect of the charity a5 required by sectlon 130 of the
2011 Act,. or
2. the accounts do not accord wlth those records,. or
3. the accounts do not comply with the applicable requirements concerning the form and
content of a¢¢ounts set out in the Charltles (Accounts and Reports) Regulation5 2008 other
than any requirement that the accounts glve a 'true and falr view, which is not a matter
consldered as part of an independent examination,
I have no concerns and have come across no other matters In connection wlth the examination to
which attention should be (Jrawn in thls report in order to enable a proper understanding of the
accounts to be reached.
Signed:
Date:
Kerry Gallaghgr
Kerry Gallagher FCA DChA
The Institute of Chartered Accountant5 in England and Wales
ON BEHALF OF RSM UKTAX AND ACCOUNTING LIMITED
Chartered Accountants
Davidson House
Forbury Square
Reading
RGI 3EU
29101126

THE FAMILY RICH CHARITIES TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED S APRIL 2025
Total
2025
Total
2024
Notes
Income from:
Donations and legacies
Investments
Total in¢ome
50,000
87,586
137,586
50,000
83,749
133,749
Ex
endlture on:
Ralslng funés
Charitable activitles
Administrative expense5
Total resources expended
11,590
66,500
4,320
82,410
12,243
80,000
4,200
96,443
617
618
Net {resources
expendedlllncomlng resources
before net galns on Investment5
55,176
37,306
Net galns on Investment5
Net movement In funds
li
26,085
54,557
81,261
91,863
Fund balances at 6 Aprll 2023124
Fund balances at 5 Aprll 2024125
1,825,077
1,906,338
1,733,214
1,825,077
The statement of flnanclal actlvltles Includes all galns and losses recognlsed In the year.
All Income and expendlture derlve from contlnuSng actlvltles.

THE FAMILY RICH CHARITIES TRUST
Charity Registratlon Number: 264192
BALANCE SHEET
FOR THE YEAR ENDED 5 APRIL 2025
Notes
2025
2024
Fixed assets
Investments
Current assets
Investments
Cash at bank and in hand
12114
1,795,460
1,688,550
13114
88,000
27,198
115,198
116,000
24,727
140,727
Current Ilabllltles
Accruals
14,3201
14,3201
14,2001
14,2001
Net current assets
Total assets less current
Ilabilities
110,878
136,527
1,906,338
1,825,077
Income funds
Unre5trlcted funds
15
1,906,338
1,825,077
1,906,338
1,825,077
The financial statements were approved by the Tru5tee5 Qn ,
z..?.,.. O / , zc)26
Mr Slmon Fruchter
Trustee

THE FAMILY RICH CHARITIES TRUST
NOTES TO THE FINANCIALSTATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 5 APRIL 2025
AccountSng pollcle5
Charlty Informatlon
The Family Rich Charities Trustls a registered charlty, number 264192, and is constituted by
Deed of Trust.
1.1 Accountlng conventlon
The account5 have been prepared In accordance wlth The Trust deed, the Charities Act 2011
and "Accounting and Reportlng by Charltles: Statement of Recommended Practice applicable
to charities preparing thelr accounts In accordance wlth the Flnanclal Reportlng Standard
applicable in the UK and Republic of Ireland IFRS1021' las amendÈd for attounting pÈrlods
commencing from l January 20191. The Trust is a Public Benefit Entity as defined by FRS 102.
The Trust has taken advantage of the provisions in the SORP for charlties applylng FRS 102
Update Bulletin I not to prepare a Statement of Cash Flows.
The account5 are prepared In sterlln8, whlch Is the functional currency of The Trust. Monetary
amounts in these financial statements are rounded to the nearest £.
The financSal statements have been prepared under historical cost conventSon, modifSed to
Include certaln flnanclal Instruments at falr value. The princlpal accountln8 pollcles adopted
are Set out below,
The financial statements have been prepared to give a 'true and faSr' vlew and have departed
from the Charltles (Accounts and Report51 Regulations 2008 only to the extent required to
provide a 'true and fair, view. This departure has Involved followlng Accounting and Reportlng
by CharSties preparin8 their financial statements In accordance wlth the Financial Reporting
standard applicable In the UK and Republic of Ireland IFRS 1021 issued in October 2019 rather
than the Accountlng and Reportlng by Charities.. Statement of Recommended Practlce
effective from l Aprll 2005 whlch has since been withdrawn.
Going concern
Taking into account the economic condltions and posslble changes In trading performance,
the Trustees have a reasonable expectatlon that the charity has adequate resources to
continue In operatlonal existence for at least twelve months from the date of the signing the
financial statements. The charity therefore continues to adopt the going concern basis in
preparing the financial statements.
The Trustees have a reasonable expectation that the charity will have sufficient fund5 to
continue to meet its liabilities as they fall due for at least twelve month5 from the date of
signing the financial statements and therefore have prepared the financial statements on a
going concern ba515.

THE FAMILY RICH CHARITIES TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDEO 5 APRIL 2025
Charitable funds
Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their
charitable objective5 unle55 the fund5 have been desi8nated for other purposes.
Incomin8 resources
Income is recognised when The Trust is legally entitled to it after any performance conditions
have been met, the amounts can be measured reliably, and it is probable that income will be
received.
Cash donations are reco8nlsed on recelpt. Other donatlons are recognised once The Trust has
been notlfled of the donatlon, unle55 performance condltions requlre deferral of the amount
Income tax recoverable in relatlon to donatlons received under Gift Ald or deed of covenant
is recognised at the time of the donation.
Turnover Is measured at the falr value of the conslderatlon recelved or receivable and
represents amounts recelvable for goods and servlces provlded In the normal course of
business, net of d5scounts, VAT and other sales related taxes.
Resources expended
Liablllties are recognlsed as expenditure as soon as there is a legal or constructlve obligation
¢ommittln8 the charlty to that expenditure, it is probable that settlement wlll be requlred,
and the amount of the obllgatlon can be measured reliably,
All expenditurels accounted for on an accruals basls. All expenses Including sUPPOrt costs and
governance cost5 are allocated or apportioned to the appllcable expenditure headlngs,
Flxed asset Investments
Flxed asset Investments are initially measured at transaction price excluding transactiorn costs
and are subsequently measured at fair value at each reporting date. Changes in falr value are
recognlsed In the Statement of Financial Activities. Transactlon costs are expensed as
Incurred.
Current asset Investment
Current Investments are inltially measured at transaction price excludlng transaction costs
and reported on the balance sheet at their market value. These investments are considered
short-term assets because they are generally convertible into cash within one year.
Cash and cash equlvalents
Cash and cash equivalents include cash in hand, deposits held at call with banks and other
short-term Ilquld Investment5 Wlth original maturities of three month5 or less.

THE FAMILY RICH CHARITIES TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 5 APRIL 2025
Flnanclal Instruments
The Trust has elected to apply the provisions of Section 11 '8asic Financial Instruments, and
Section 12 '0ther Financial Instruments Issues, of FRS 102 to all its financial instruments.
Financial instrument5 are recogni5ed in the Trust's balance sheet when the Trust becomes
party to the contractual provision of the instrument.
Flnanclal assets and Ilabillties are offset, with the net amounts presented In the fln3ncial
5tatement5, when there is a legally enforceable right to set off the recognised amounts and
there Is an Intention to settle on a net basls or to realise the asset and settle the Ilablllty
simultaneously.
Ba5icfinanclal 05sets
Basic financial assets, which include debtors and cash and bank balances, are Initially
measured at transaction prlce Includln8 transactlon costs and are subsequently carrled at
amortised cost using the effective interest method. Where the tran5actlon Is measured at the
present volue of the future receipts dlscounted at a market rate of Interest. Flnanclal assets
¢la551fled a5 receivable withln one year are not amortised.
BoslcAlnan¢lol Ilabllltles
Baslc financial Ilabilitles, including creditors and bank loans are Inltlally recognlsed at
tran5actlon prlce unless the arrangement constltutes a flnancial transaction, where the debt
Instrumentls measured at the present value of the future payments discounted at a market
rate of interest. Financial Ilabilitles ¢la55ified as payable wlthln one year are not amortised.
Debt Instruments are subsequently carried at amortised cost, usln8 the effectlve Interest rate
method.
De￿cognitIon oAAinanclul Ilabllltles
Flnan¢ial liabilities are derecognlsed when The Trust's contractual obligations expire or are
dlscharged or cancelled.

THE FAMILY RICH CHARITIES TRUST
NOTES TC THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE IEAR ENDED 5 APRIL 2025
2 Crltlcal accountlng estSmates and judgements
In the appllcation of The Trusvs accounting policies, the Trustees are required to make
judgeThents, estimates arbd assumptions about the carrying amount of assets and li8bllities that
are not readily appzrent from other sources. The estimates and a550ciated assumptions are based
on hirtorical experience and other factors that are considered to be relevant. Actual results may
differ from these e5timate5.
The T-ustees do not conslder that there are any critical estimates or areas of judgment that need
to be brought to the attention of the reader5 of the financial statements.
The estlmates and underlyln8 assumptions are revlewed on an ongoing basis. Revisions to
accoLmting estlmates are recognlsed in the period in which the estimate is revised where the
revision affects only that period or In the period of the revision and future periods where the
revision affetts both current and future perlods.
3 Donatlons and le8acles
2025
2024
Donatlons and 8lfts
50,000
50,000
4 Investment5
2025
2024
Income from Ilsted Investments
Interest i ecelvable
87,576
io
83,634
115
87,586
83,749
5 Raising tunds
Tot31
2025
Total
2024
Investment management
11,590
11,590
12,243
12,243

THE FAMILY RICH CHARITIES TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 5 APRIL 2025
6 Charltable actl¥ltles
2025
2024
Grant funding of activitie51see note 71
Share of 8overnance costs (see note 81
66,500
4,320
70,820
80,000
4,200
84,200
7 Grants payable
2025
2024
Grants to Instltutlons
66,500
66,500
80,000
80,000
The Trust exlsts to provide charltable donatlons to a wide and varled selectlon of charities In
accordance with the Trust Deed. Each year donatlons are made to charitable or8anisatlons and
institutions en8a8ed in medlcal research and care, arts and muslc therapies and social welfare and
care In developin8 countrle5.
Charlty
Actlon Medlcal Research for Children
Alzheimei's Societ
Asthma and Lun
UK
Bllnd Veteran5 UK
Blood Cancer ihK
8owel Cancer UK
Brain Research UK
Brit15h Heart Foundation
Centrepoint
Concern Worldwlde
Crisls
Crohn's and Colit55
Cure Parkinsons
Great Ormond Street Hospital Charit
Kidney Research UK
Leukaemla and Myeloma Research
MNDA
Pancreatic Cancer
Princess Alice Hospice
Prostate Cancer UK
Royal Berks Charity
Sarcoma UK
WaterAid
2025 £
2,000
2,500
2,000
3,000
3,000
2,000
5,000
5,000
4,000
2,000
2,000
2,000
2,000
2,000
3,000
5,000
2,500
2,000
3,000
3,000
2,500
5,000
2,000
Charity
Action for Medlcal Research for Children
AMREF Health Africa
Asthma & Lung UK
Bowel Research UK
British Heart Foundatlon
Crlsis
Dementla UK
Farm Africa
Gulde Dogs for the Blind
Imperial Health Charity
Leukaemia UK
London Air Ambulance
Maggies
Medeclns Sans Frontieres
MS Society
Oscars Brain Tumour Charity
Ovarian Cancer Attion
Pancreatic Cancer UK
Princess Alice Hospice
Prostate Cancer Research
Royal Brompton & Harefield Hospita15
Royal Marsden Hospital
Scan Appeal
2024 £
2,000
2,000
2,000
3,000
2,000
1,500
2,000
2,000
1,000
10,000
2,000
5,000
1,000
2,000
2,000
1,500
2,000
2,000
2,000
2,000
5,000
3,000
2,000
io-

THE FAMILY RICH CHARITIES TRUST
NOTESTO THE FINANCIALSTATEMENTS ICONTINUEDI
FOR THE YEAR ENDED S APRIL 2025
Sight Research UK
Stroke Association
The Brain Tumour Charity
The Respite Association
The Trussell Trust
The University of Liverpool
Water Aid
Woodland Trust
Total
1,000
2,000
3,000
3,000
4,000
4,000
2,000
2,000
80,000
Total
66,500
8 Support and governance ¢osts
Support
costs
Governance
C05t5
2025
2024
Independent examiner's fees
Admlnlstration
4,320
4,320
4,200
25
4,320
4,320
4,225
Analysed between Charitable
activitie5
4,320
4,320
4,225
Governance costs includes payments to the Independent examlners of £4,32012024.' £4,200) for
Independent examinatlon fees.
9 Trustees
None of the Trustees lor any persons connected wlth them) received any remuneratlon or benefits
from The Trust during the year12024: none).
10 Employees
There were no employees durin8 the year. Admlnistrative time is provided by Richfield Properties
Limited, the amount has not been quantified and no amount has been recognised in the financial
statements.
-li-

THE FAMILY RICH CHARITIES TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THEYEAR ENDED 5 APRIL 2025
11 Net gainslllosses) on investments
2025
2024
Revaluation of investments
Gainll105sI on sale of Investments
9,413
16,672
26,085
51,599
2,958
54,557
12 Fixèd asset investments
L15ted
Investments
Cost or Valuatlon
As at 5 April 2024
Additlons
Valuations changes
Disposals
At 5 Aprll 2025
1,688,550
263,540
26,085
1182,7151
1,795,460
Carrylng amount
At 5 Aprll 2025
1,795,460
At 5 Aprll 2024
1,688,550
Flxed asset Investments revalued
Investments are held at fair value whlch Is determined by the quoted price In an active market. If
investments were held under the hlstorical cost basis, they would have a carrylng amount as at the
balance sheet date of £1,761,08312024'. £1,643,123).
13 Current a55et Investments
2025
2024
Unlisted investments
88,000
116,000
The current asset investments 2025 are made up as follows:
£36,500 short-term sterling Prime 3 NAV, Federated Hermes UK LLP.
£51.500 short-term sterling Blackrock ICS
During the year 73,1)00 units12024: 348,000 Units) were sold for£73,00012024.' £348,000) and 45.000
units12024: 184,0001 were bought for £45,00012024.' £184,000).
-12-

THE FAMILY RICH CHARITIES TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 5 APRIL 2024
14 Financial Instruments
2025
2024
Carrylng amount of flnancial assets
Equity instruments measured at fair value
1,889,460
1,804,550
Financial assets consist of fixed asset investment5 of £1,79S,46012024: £1,688,550). Current asset
investment in 2025 £88,00012024: £116,000).
15 Funds
Balznct
at 6 Apr51
2024
Incomlng
resources
Resourc¢$
expended
R•v4lu•tlons
galns and
losses
Balance at
5 Aprll
2025
restated
Investment funds
1.825,077
137,586
82,410
26.035
1,906,338
16 Related party tran5actlons
In the year to S, April 2025 a donatlon of £50,000 was made by Thames Property Group Limited
12024.. £50,000). Thames Property Group Limited is ultlmately owned by the Trustees of the charity,
13-