Registered Charlty No. 264895 THE SCHRODER CHARITY FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2021 C.M.ASimon F.C.A Chartered Accountsnl 13 Malt House Ch)se Old Windsor Borkshire SL4 2SD
The Schroder Chari Charty no. 264895 Ind nte ml •rfs re tothe I report to the trustees on my examination of the accounts of The Schroder Charlty I'the Charity'l for the year ended 31st December 2021 set out on pages 2 to 4. Re5ponsibllltles and basis of report As the chanty trustees of The Schrc*Jer Charity you are responsible for the preparation ofthe accounts in accordance the requirnents of the Chanties Act 2011 ('the Act.). I report in respecl of my 8xaminatiM of the ChariV$ accounts carried out under sects'on 145 of the 2011 Act and in carrying out my examinatK>n I have foll¢)wed all the applicable Directions given by the Charity CornmiSsn under wtion 14515){bl of the Independent examlnerfs slatement I have completed ry examinabon. I confimi that no mater181 matters have Come to my attention in connection with the examinab'on gNing me ¢ause to telieve that in any materlal respect.. 1. accounbng records V•we not kept in respect of the Chanty as required by secb'on 130 oftheArt' or 2. the accounts do not accord with th08e record8. I have no ¢onc6rn$ and havo Come across no other matter5 in (xmneclon wrth the examlnatlon lo whlch attention should be drawn in Ihis reFQrt in to enable a proper understanding of the accounts lo b8 reached. 13 MaA House CkJs8 Old Windsor Berk8hirn SL4 2SD C.M.A. Charte F.C.A. untsnt Date. 2:..4k..: 292L
TO THE FIIIANCIAL TATEM l. BaBIB ol pr•pv•Won d2011. l poW¢l•• 2.1 Fund •ccounth h•rty m•ntsl thèdiicroitun olth•Truth•ts. Endthwment FuThJ". 12 In¥••lm• Gr•nts t• bjdqe r¥ntr• 8t Paur#ChL¥UI 10.L Thè Hub sutIft Foodly lurth Sl John¥ Egh Th• l¢IntrI Foothnk ChlldrqM c & Sl P•t•rn Your Ow¢•ry Eghwn¢hur¢h 0.591 J.2 6r4nts to Indfvh1w Grnntlkn 13 (2020. ¢1 I•m1•or1 24.515 4. Adrnlnl•tratlon eo•l• W•b irrtw••tfur#J EqiityfuTrd ¥.589 2W $70 fj39,139 352.569 382 109 715.075 7SJ. .1¥ Attrthtst4e bi." en.1 641.2J4 STJ.139 573.13 Unr••bS*dfiJrKI 751.3 715.075 639.139 .139 Page 3
THE RODER CHA RECEIPTS AND YEAR ENDED MENTS ACC 1 DECEMBER 2021 Don&lM$ Invo8lm8nt Irthm• 10 28JS8 io GrantB to ¢JT8nalloM aTrl bN1Wuail Adminkstrotion costs Ind8P8ndènt E¥omln•f8 f•• 24.515 24.515 561 rA•h lund• •tJ11t D•c•mb•r 2020 13,8391 10.880 10.860 TWI •h fun 10 In¥••trn•nta•••lA Unll truitl hc4athq• •t M•1¥• 8TJ 803 7S1 395 Ll•bJlhl••.' cred0.. amounts fa *llNn en,3 781.855 724239 Apwoved by t I[1 M................ P890 2
4¢> Trustees. Annual Report for the period Peri(>J start date Period end date 2021 Iiibw 2021 From To Section A Reference and administration details Charity name The Schroder Charity Other namos charity 1$ known by Reglst8r•d charity number (If any) 264895 Charltys prlnclpal addross The Coach House. Barfey Mow Road Englefdd Green Surroy Po•t¢ode TW20 ONX Namu of th• charlty trustau who manage th• charlty Tru•ts• n•m• Ilf •ry) D•t•• actsd If not fort*hol• Chairnian N•m• of p•r•on lor body) •ntitl•d Int tru•teo If an The Trustees Them8elv88 Dr Stephen Williams Mr8 Beatrice Slipper Mrs Janice Walmsley Mr8 Loma Jami80n Hon. Treasurer & Deputy Chair Appeal8 Director The Trustee8 Them8elve8. The Trustees Th8mselve8 Deputy Appeals Trustee Deputy Treasurer The Truste6s Themselves Mr Paul Lewis Mr Stuart Adamson Mr Patn'ck Clark The Trustees Them$elve8 The Twstees Themselve8 The Trustees Themselves 10 12 13 14 15 16 17 Names of the trustees for the charlty. rf any. (for examplo. any custodian tru8ts08) Nama Datss acted If not for whole èar TAR Marth 2012
Names and addrnsses of advisers (Optional Infomiation) of advisor Name Address Indèpendent Examlner Mr C.M.A Simon 13 Ma House Close. Old Windsor. Berkshire, SL4 2SD F.C.A. Chartered Accountant Bankers Barclays Bank Hoh Street. Staines, Middlesex, TW18 4PS. Name of chief ox•¢utive or names of senlor slaff mambgrs {Opfjonal Inforniatlon) Section B Structure, overnance and mana ement De8crlpllon of th• charlty'8 trusts Trust Deed. dated 4 November 1975 as amended by a further Deed dated 5 February 1993 and by another Deed dated June 2012. Type of goveming document iiu)i ueeo. rtin5i1t1l How the charity 18 constituted IVY. U U¥4, a550Giallon. compai Trust Trustee 8election methods [vy. dypuinieo uy, ei They are elected by exisb"NJ Truste88. Addftlonal govornan¢•188ues (Optlonal Infomiatlon) You may choose to include rRi The Trustees have conducted an assessment of the ri8k8 additional information, where that could hann the chanty and a Risk Register, which is reviewed relevant, about.. annually, has been prepared. The assessment identified two major risks. both of which relate to the trustee having parti¢uL9r responsibilities being unable to discharge their speafi¢ duties. policies and procedure8 adopted for the induction and training of trustees., the Charity's organlsational structure and any wider network with which the chaiity works; relationshlp with any related parties., truslee8' consideratim of major risks and the system and procedur88 to manage them. To manage the risks other trustees have been nominated to deputise and assume the speofic offices until the incumbent rAn resume office or another person is elected to the office. Office hoklers regularly inform "deputies. of their adivitie8 and any major kyoblems. The Risk Register wa8 reviewed, revised and accepted by the Truste88 during 2021. TAR M8rc* 2012
Section C Ob"ectives and activities Wrthin the parishes of Egham, Englefield Green and Old Windsor the Charity aims to promote good heah and relieve, in cases of need, persons who are sick. disabled, handicapped or infirm, by way of providing equipment or other fomis of assistance and to assist other organisations, in need of funds to provide similar facilities to the same end. Summary of the objects of the charity set out in Its governlng documont The Trustees continue to maintain contact with local individuals and organisations who can recommend individuals and organisations from wtthin the area of benevolence that would benefrt from the charity's help. These infomiants incIe.. Staff of medical Practi8. citizens, advlce bureaux, health visitors.. schools and other charities. Summary of the maln activities undertaken for the publlc benefit in Mlation to thes• objects {In¢ludo wlthln thls sectlon tho statutory declaratlon that trustses hav• had règard to tho guldanc• Issued by the Charlty Comml$8lon on publlc benefit) The Twstees have reviewed. again, the questions on public ben8fit as 88t out by the Charity Commission and confimi that the Public Benefft test 18 met as evld8nc8d by the content of this report. Addltlonal datsll8 of obJ•th08 and a1vItIeS Iopllonal Infomiatlon The Charrty's trustees oversee the investment strategy, monitor the financial situation and set annual targets for grant payment8 based on revenue available. The Charity's trustees reviv44 all grant applications and where they meet the charitable obje(#8. and fund8 are available, make suitable grants. You may Choo to include further statements, where relevant, about- policy on grantmaking; policy programme related investment" contribution made by volunteers. TAR March 2012
Section D Achievements and performance The Trustees held three meetings in 2021 at vthich varrous applications for assistance were considered and mostly approved. In the year grants amounting to £24,515 were made, £16.155 to organisations and £8,360 to families or individuals. Further details of grants are contain8d in the Financial Statements for year ended 31 Dernber 2021. Summary ofthe maln achievemonts of the charity during the year Section E Financial review Brlof ststemont of th• charlty's pollcy on r••erve• The Trustees seek to expend th8 majority of the income received in any one year. Also, they wish to be abkq to make, at short notice, a grant of up to £10,000. To support such a policy the trustees attempt to mainlain working balance betrween £10,000 and £20,000. Detsll8 of any fund• mat•rfalty In defiGIt FUrtr Ilnanclal revlew detalls Ioptlonal Infomiallon) You may choose to include The value of the chanty's investments were £751,395 at 31 Decemb8r additional information, where 2021. relevant about.. the charity's principal sources of funds {includlng any fundrai8ing): how expenditure ha8 8UPPOrted the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. In 2021 the income from the investments was £28,555, which wa8 an Similar to the prior year. TAR March 2012
Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Slgnatur•(• Full nama($) Posltlon (•g Socrotsry. Chalr, ruiflJ( Date TAR March 2012