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 requi￿rnents 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 CornmiSs￿n 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•nts￿l
thèdiicroitun olth•Truth•ts.
Endthwment FuThJ".
12 In¥••lm•
Gr•nts
t• bjdqe r¥ntr•
8t Paur#ChL¥UI
10.L
Thè Hub
su￿tIft
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*•or￿1￿*
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 ¢JT8n*alloM 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••.'
cred￿0￿.. 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. rtin5i1t￿1l
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 hea￿h 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 incI￿￿e.. Staff of medical Practi￿8. 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 a￿1vItIeS 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 De￿rnber 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
FUrt￿r 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