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 nUM￿r (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 ch*rlty
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
V￿rkIng 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 requi￿rnents 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 ComMiss￿n under section 145I51{bl of the Act.
Independent exarnlnerfs statement
I have completed my eXaminat￿n. 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
P￿m*￿￿
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. Ofprt￿T•tlQTh
¥JI1.
2. Aecountlng polei••
11 Fund 4ccourtlnp
Thecharty
unre611￿ FL¥kl".
• discretknn r¢fvTru•t•M
bLrt is nol **l*¥eto ￿ L*4d in
2.2 In￿￿4￿*
Grants
J.1 Grnnt•tr•ory•nlM
Greenu*kOtdub
Vllao8 eérttr•
RunrfyTr•d•yrnwrl
&270
a,fjoo
3.500
1247
8.120
3.818
StCuthbErt• sch￿
& st p￿,8 he*￿1
Oli Wn￿￿ pwtsh
Pwocfdai churth
480
10.(*J)
Egh*n W￿1•￿&1￿
3.161
31.837
16.1SI
3.2 Gram• to
Granmto 412023. 31
19.671
4. Admlnlltrallon eo(•
In•urirK4
313
￿n￿1nj4ts
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

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 requi￿rnents 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 ComMiss￿n under section 145I51{bl of the Act.
Independent exarnlnerfs statement
I have completed my eXaminat￿n. 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
P￿m*￿￿
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. Ofprt￿T•tlQTh
¥JI1.
2. Aecountlng polei••
11 Fund 4ccourtlnp
Thecharty
unre611￿ FL¥kl".
• discretknn r¢fvTru•t•M
bLrt is nol **l*¥eto ￿ L*4d in
2.2 In￿￿4￿*
Grants
J.1 Grnnt•tr•ory•nlM
Greenu*kOtdub
Vllao8 eérttr•
RunrfyTr•d•yrnwrl
&270
a,fjoo
3.500
1247
8.120
3.818
StCuthbErt• sch￿
& st p￿,8 he*￿1
Oli Wn￿￿ pwtsh
Pwocfdai churth
480
10.(*J)
Egh*n W￿1•￿&1￿
3.161
31.837
16.1SI
3.2 Gram• to
Granmto 412023. 31
19.671
4. Admlnlltrallon eo(•
In•urirK4
313
￿n￿1nj4ts
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