2024-12-31-accounts - Schroder Charity

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4¢) Trustees. Annual Report for the period Period start date PerKMJ end date L)eceffiber 2024 Januaiy 2024 From Section A Reference and administration details Charlty name The Schroder Charity Other name8 charlty Is known by Reglstered'charlty nUMr (If any) 264895 Charlty's prlnclpal address The Coach House, Barley Mow Road Englefield Green Surrey Postcod• TW20 ONX Nam08 of tho charlty trustees who mana9e the chrlty Tru$t•o nam• offi Ilf •ry) Dats• d•d If notfor who •ar N*m• of rnon lor body) •ntltl•d Snt tru8ts• Ifan The Trustees Themselves Dr Stephen Williams Chaiman Mrs Beatrice Slipper Mrs Janice Walmsley Mrs Loma Jamison Hon. Treasurer & Deputy Chair Appeals Director The TN8te88 Themselves. The Trustees Themselve8 Deputy Appeals Trustee Deputy Treasurer The Trustees Thems8lv88 Mr Paul Lewis Mr Stuart Adamson Mr Patrick Clark The Trustees Themselves The Trustees Them881ve8 The Trustees Themselve8 10 12 13 14 15 16 17 Names of tho trusteas for the charity, rf any, Ifor example. any custodian trustees) Name Dates acted If not for whole oar TAR March 2012

Names and addresses of advlsers (Optional Inforniatlon) of advlser Name Address Independent Examlner Mr C.M.A Simon FCA 13 Matt House Close, Old Windsor, Berkshi, SL4 2SD Bankers Barclays Bank plc High Street, Staines, Middlesex, TW18 4PS. Name of chief èxecutlve or names of senlor staff members (Optlonal Inforniation) Section B Structure, overnance and mana ement Description of the charfty's trusts Type of governing document Trust Deed, dated 4 November 1975 as amended by Deeds dated 5 February 1993 and June 2012. This was further amended during 2022. Trust How the charity 18 constittrted g trust Trusteé selection methcA48 leg appoir. They are elected by existing Trustee8. Addltlonal govarnance188uos (Optlonal Infomiatlon) You may ¢hoos• to include tLLis&k . The Trustees have conducted an assessment of the risks additional infomiation, where that could hann the Charity and a Risk Register, which 18 reviewed relevant, about.. annually. has been prepared. The assessment identified Iwo major risk8, both of which relate to the trustee having particular responsibilities being unable lo discharge their specific duties. policie8 and procedure8 adopted for the induction and training of twstee8; the charity's organisational structure and any wider network wrth which the charity To manage the nsks other trustees have been nominated to deputlS8 and assume the specrfic offices until the incumbent can resume office or another person is elected to the office. Office holders regularty inform 'depLrties' of their activities and any major problems. The Risk Register was reviewed, revised and accepted by the Twstees during 2024. relationship with any related parties.. trustees, consideration of major risks and the system and procedures to manage them. TAR March 2012

Section C Ob ectives and activities Within the parishes of Egham, Englefield Green and Old Windsor the Charity aims to relieve sickness and preseNe the health of people resident in the area of benefit who have a physical or mental illness, are recuperating. disabled or frail by providing or paying for items, services or facilthes which are seen to alleviate their suffering or assist their re¢overy but are not readily available to them from other sources. Summary of the objects ofthe charity set out In Its governing documont The Trustees continue to maintain contact with local individuals and organisations who can recomm8nd individuals and organisations from within the area of benevolénce that would benefit from the charty's help. These infomiants include.. Staff of medical practices; ¢rtizens' advice bureaux: health VK8itors; school8 and other charities. Summary of the maln actlvltles undertaken for the public benefit in relatlon to these objects (Include wlthln this •ection the statutory declaratlon that trust$ h•v• had regard to the guldanc• Issued by the Charity Commlsslon on publlc benefltl The Trustees have reviewed, again, the questions on public benefit a8 set out by the Charrty Commission and confinn that the Public Benefrt test is met as evidencéd by the content of this report. Additlonal detalls of obJactlva• and •¢tlvltl•• Ioptlonal Inforniation) The Charity's trustees oversee the investment strategy, monitor the finanaal situation and Set annual targets for grant payments based on revenue available. The Charity'8 trustee8 review all grant application8 and where they meet the charrtable objects, and funds are available, make suitable grants. You may choose to indude further statements, where relevant, about.. policy on grantmaking. policy programme related investment; contribution made by volunteers. TAR March 2012

Section D Achievements and performance Summary ofthe main achievements of the charlty during the year The Trustees held three meetings in 2024 at %Nhich various applications for assistance were considered and mostly approved. In the year grants amounting to £36.046 were made, £31.837 to organisations and £4,209 to families or individuals. Further details of grants are contained in the Financial Statements for year ended 31 December 2024. Section E Financial review Th8 Trustees seek to expend the majorty of the income received in any one year. Aso, they wish to be able to make, at short notice, a grant of up to £10.000. To support such a policy the tru8tee8 attempt to maintain VrkIng balance belween £10.000 and £20,000. Brief •tatement of th• charlty's pollcy on ro8ffV•8 Dotalls of any fund8 materlally In deflclt Further financlal revlow detall$ Ioptlonal Infomiatlon) The value of the charty's investments were £691,959 at 31 December 2024. You may choose to include additional infomation, where relevant about.. the charity's principal sources of funds (induding any fundraising)., how expenditure has supported the key objectiV8S of the charity; investment policy and objectives including any ethical investment policy adopted. In 2024 the income from the investments was £37,527 which was an 11 % increase on the prior year. TAR March 2012

Section F Other optional information Section G Declaration Tho Iru$t•88 daclara that they have approvod the trustaas, 18port abovo. Slgned on b•half of the ¢harlty's trustees Slgnaturnls) Full nam•(s) Po8ltlon (ag Secretaryi Chair, etc) 3E*foiLI suepEL flusT4L fLusTE b Dato TAR March 2012

Registered Charity No. 264895 THE SCHR DER CHARITY FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2024

The Schroder Chari Charity no. 264895 ndgnt examlnef8 re tru¥tees of The Schroder Cha I report to the trurtees on my examination of the atcounts of The Schroder Charity I'the Charity'l for the year ended 31st December 2024 Set out on pa8es 2 to 4. Responsibilities and basls of report As the charity trustees of The Schroder Charity you are responsible for the preparation of the accounts in accordance wrth the requirnents of the Charitses Act 2011 ('the kl'l. I report in res of my examinallon of the Charitls accounts ¢arrled out under section 145 of the 2011 Act and in carrying out my examinatb)n I have folkhved all the applicable Directions given by the Charity ComMissn under section 145I51{bl of the Act. Independent exarnlnerfs statement I have completed my eXaminatn. l ¢yJnfirm that no material matters have come to my attentlon in connection with the examination gNing me ¢au$e to believe that in any material respect.. 1. accounting records were not kept in respecl of the Charity as fequired by gection 130 of the Act.. or 2. the accounts do not accortrwith th06e rewrds. I have no conc•ms and have come across no other matters in connection w¢th the examination to which attention should be drawn in this report in order to enable a proper understanding of tho accounts to be reached. 13 ma House C108e Old Windsor Berkshire SL4 2SD C.M.ASim

THE RECEIPT AYMENTS ACC ER NT R•cdpt• Oonallon6 Invgstmont In¢om 37.$27 37,527 37.527 35,111 Pm Grants to wd Admlnlslrntion cost Indewnd¢ni EKamknefi f•e 19.878 361 400 20.629 314 314 1.167 C••h lund• It 31•t D•c•fflb•r 2023 28,018 28.018 28.851 EMBER 2 Talal C••h fundl B•bnc• al bar•Tr Unit Iruuts hddlrs• gt mwk¢t ¥• 635.417 eg1 WJ Jgllzl 84,561 8M.417 719.97 720.024 Apwov•d tytho knAt•88 Qn. . .. . Page 2

HE TE THE FIN l. OfprtT•tlQTh ¥JI1. 2. Aecountlng polei•• 11 Fund 4ccourtlnp Thecharty unre611 FL¥kl". • discretknn r¢fvTru•t•M bLrt is nol l¥eto L4d in 2.2 In4 Grants J.1 Grnnt•tr•ory•nlM GreenukOtdub Vllao8 eérttr• RunrfyTr•d•yrnwrl &270 a,fjoo 3.500 1247 8.120 3.818 StCuthbErt• sch & st p,8 he1 Oli Wn pwtsh Pwocfdai churth 480 10.(J) Egh*n W1•&1 3.161 31.837 16.1SI 3.2 Gram• to Granmto 412023. 31 19.671 4. Admlnlltrallon eo(• In•urirK4 313 n1nj4ts FL¥4d Iffl•rut fuTrJ Egjtyfund 30J.514 314.597 376 576 893.17J 352.S89 286 $70 9.1 352.589 288 S70 691.900 EThJortfu UnrutrfjLxodfur 635.417 621.593 573.139 573.139 891.9t4 ts3.IT3 9.139 ,139 Paje 3

Registered Charity No. 264895 THE SCHR DER CHARITY FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2024