c￿rfty rngl•tration Nmb•r 269065
THE PETER SAMUEL CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIALSTATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024

THE PETER SAMUEL CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
RL Hon T M$count B•aTSted
The Hon. M J Samuel
Ch#rity nUMb•r
Prfncipwl •ddrv4•
The Eslalo Offi¢e- F8rW Estate
Farfey Hall
Castle Road
Farfey Hill
B*rkshire
RG7 1UL
Independent ¥xamln•r
CrilchloysAudit LLP
BgaveT House
2348 Hythe Bridgo Street
Oxford
OX12EP
Bankern
Uoyd¥ B8nk PIC
Privote Banking Bra￿h
21- 23 Hill $1reet
London
J5JW
Inv•stmont Manag•
Vb&verton Investment Management Limited
18 Babmaes Slreet
London
SW1Y 6AH

THE PETER SAMUEL CHARITABLE TRUST
CONTENTS
Tru8lees' report
SL*emenl oftru8l$es' r8sponslbilit￿S
Independent 6xarf4ne¢8 rep(*l
statement of thanual actNilie8
B•i•nce sheet
Notss to th8 fin8naal statèments
6-11

THE PETER SAMUEL CHARITABLE TRUST
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 MARCH 2024
Thts trusttss pr•s•nl hir annu￿ report and finanaal statemerts for the year ended 31 m￿th 2024.
Structur•, Govwnanc• and Managem•nt
Govemlng doojment
The charity is controlled by its governing docLwnen( a deed of trust, constitutas an unincorporat•d chaiity.
OrganYJalional slructvre
The day to day administration of the chanty wos carried oul ty Ms C Wwd in coryunction V￿1h joint T￿￿tee3.
Obiecli¥e8 and adiviti•8
ctharity was est8blished under a tru$l deed dated 17 J8wary 1975.
The Twstees hold the capital aTrJ income on trust k* apply as they think fft for the purposes which are exclusNety
arStsble. The Tru31e83 seek lo promote the farnllls interest in medic818cAench8. the qualty of life in local
areas, heritage and foTesterAand restoration. Al fvrHls are selffjenerated and no donations are sought from oth8r
sour￿8.
The tru8tees have paid due regard lo guidance isBued by the Charity Corrthission in deadw what ￿t￿￿lleS the
tharity 8hould ￿jertake.
Summary ol Pollcle8
To make ch￿itable donat￿￿8 wthin the scope of income rece￿￿d.
Achlevem•nts and ￿rtOM1#n
Charitable acti¥iti•s
During the year, the tvust SUFqJOrted many different worthy or9gnisations via dongtlw¥ omounling to £109.150
023.. £109.6501.
Inv•slment Perfomiance
The trusl maintains investments ￿lch are hehj to gen￿￿e funds from wh￿h gronts can be made to worthy
causes. Due to their traded nature. the Trustees reo)9nlse that the e8pital vglue of the trust's inveslmerrts s￿11
vary year on year, dependent upon ma￿t forces. During the year. the investments produced an incom¥ of
£149,571 12023- £137,401).
Future Plan•
The Trustees wli I continua 10 6UPWtlhe wort of r8gistwed thaith•s, vduntary cffjanls8tlons. reThgious bodl9$ or
similar causes.

THE PETER SAMUEL CHARITABLE TRUST
STATEMENT OF TRUSTEES. RESPONSIBILITIES
FOR THE YEAR ENDED 31 MARCH 2024
Thts trustees we responsible for prep¥rir¥ the Trustees. Report and tho financAal Btatements kn accordance with
applicatAe law and Vnlt•d lQngdom AccounliNJ Standards Iunlted lfjngdom Gengrally Accepted Acr￿untIng
Pr8CtltrAI.
The law appIT￿ble to ¢h*rities in Eng18nd 8nd Wo1•s requires the Irust8e$ to prepare finanual st¥lemenl$ for each
finandal year whith gi¥e a true and fair view of the state of affairs of ¢h•rty and of the incr)rniny r•sources and
application of resour¢*$ of the charity for that ye¥r.
In preparing fln8nryal statements, the trust••s are required lo:
- select suitable ar￿untIng p0￿clOS and then appty them con5iStenlty',
- observe the methods and prfnaples in the Charfes SORP,.
- make judgements and est6m•tes that are rea8on8bl• and prudent"
- stst• wh8ther applicabl¢ #txounting standards havo b•¢n followed. subie¢t to any materi81 depa￿Jr88 d18dosed
and explained In the finanryal ststements.. and
- prepAre the firtancial statsments on the going concern b￿816 ￿￿eSS it is inappropnale lo presurne Ihat tho ¢h8rity
I ￿ntInUe In OFeral•)n.
The trustees are responsible for ke&plng sufficient attounung records that disdoye wth reasonable a¢￿[8¢Y at any
li￿? tho finanual p0s￿On of thè d)arity and enalAe thÈm to ensure that the finantyal statements compty wilh the
ChaiitiesAct 2011, the Chaiity (Aecounts Reports) Regulations 2LKJ8 and the provi$ic*ns of the trust dèed. T
are 8180 responsi￿e for safe9uardino th• assets of the charty and hence for tsking reasonable steps for the
prèwntion and delect•)n of fraud 8nd other irie
ulavitses.
d vn bghawoftwst
T Viscount Be¥rstsd
TDJstee

THE PETER SAMUEL CHARITABLE TRUST
CRITCHLEYS
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE PETER SAMUEL CHARITABLE TRUST
report lo th• trustees on my examinatK)n of the finanual statements of Th8 Peter sarn￿1 Chwllgble Trust {the
chorityl for the year ended 31 March 2024.
Re*pon•lbllltle• and ba¥1• of ¥•port
A3 the truste&$ of the ¢harity you are responsible for Ihfj prepgr81ion of the finano81 statements In arxordance with
the requlremgnts of tho Charitie6Ad 20111th8 2011 Act).
I report in TespoGt of my examinatlon of the tharly'8 flnan¢ial ststements carried wt und*r s8dion 145 of Ihe 2011
Ad. In carrying oul my examination I have followed al the applieable DIrectior￿ given by the Ch8rlty Cornmisslon
urKler sedon 1451511b} of the 2011 Ad.
Independent •xwnln•Vs *tstement
I have completed my èxamination. I Confi￿ that no mattets have ￿me to ry attentl¢M In connedon wth the
examination gmng me ￿U$¢ to believe that in any material re8pe¢L'
•c&iunling records were not kept In r￿p¢¢t of the charty as required by 8¢¢tiM 130 ofthe 2011 Aca,. or
the finanrial sts18mènts do not Accord Mth those record8: OT
the *n•nrial statements do not comply wrfh the 8pplicable requirements concerning the fomi and Djntent ol
accounts set out in the Charities (Accounts $nd Reports) Regulation8 2008 other than any r￿Uirement that the
accounts gr¥0 a tru• and fair view whi(* ￿ nol a mattar considered as part of an Independent examinalion.
I have no ¢oncom8 and have come YKross no other maltws in connection wÉth the examination to whth attention
should bè drawn in this rewl in order to en8ble 8 proper ￿￿erstandIng of the finanri81 stotements to be reached.
Al•xand•r Tomklnson ACA
crftchleys Audit LLP
Beaver Housg
2>38 Hythe Bridge Street
Oxford
OX12EP
02108124

THE PETER SAMUEL CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2024
UThr•strlcted Unre•trlet
fund¥>
fvnd$
2024
2023
Notsg
Incomg from:
Donotions
Inveslments
5.263
149.834
3.210
137.506
Totsl incom•
155.097
140,716
R•ising funds
45.857
43.798
h8
lea
ljonab.ons
G0￿Mance Costs
109.150
3.300
109.650
3,CK)O
Total ch•ritablè •xp•ndlture
112.460
112.650
Totsl •xpenditur•
158,107
156.448
Not gainslOo8se¥) on Investments
843.497
{199,0831
N•t In¢¢mell•xpondblur•) lor t￿ ye•rl
N•t mov•m•nt In funds
840,487
(214,815)
Fund b8￿n￿S at 1 April 2023
6,604.759 6.819,574
Fund balan¢•s at 31 Pfiarch 2024
7.445.246 6,604,759
The stslfjment of fU￿n(la1 advitiès i￿ludeS all gain8 and10$8es rewnised in tho year.
The slaternent of financAal acbvities indudes #ll gairva and losses recognI89d In the year. AN Sncome and gxpgnditure
derive frorn Ixjnlinuing aetivities.

THE PETER SAMUEL CHARITABLE TRUST
BALANCE SHEET
ASAT31 MARCH2024
2024
2023
Nots$
Flxed asget•
Investsnents
10
7,445.888
6,￿3.607
Currnnt a$3ets
Cash al bunk and in hand
10.778
31,152
Cr•ditors'. amounts f#lllr¥ duevlithin
one year
11
(11.4001
po.¢xoi
N•t current (Il•bilitieFya8¥0ts
(6221
1.152
Totsl as8•ts Iw curr•nt1SablllU•s
7,445,246
6,604.759
Thè funds ofthe charity
Unrestricted fvnd8
7.445.246
6,eQ4.759
7.445,246
8,f￿,759
rial stalemenl
ved by the trust¥¥s on ...
on T Visc<)unt Be4rsled
Tru&tee

THE PETER SAMUEL CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Accounting Wl¢l•s
Charity Informa￿0￿
The Petsr Samugl Chatitable Twst is an unincorporated Chaiity regIste￿O In EnglaThJ and Walè&
The Tegi8terod 0￿￿81$ The Estate Office- Fwley Estate. Fwfey H811, C8stte Road. Farfey Hll, Berkshire, RG7
1UL.
1.1 Accountlng convenli
The finanLyal ststements have been prepar•d in accordance with. thè Charitses Act 2011 and"A¢tr)unting and
Reporting by Charities.. Statement of Re(￿MMended Practice ap￿ICabl¢ to ch81itles preparing their aciy)unts
In accordan(* wth the Financial Reporting Standard applicable in the UK and Republic of IrelAnd IFRS 1021
(effective l J¥rwry 2019).. The chanty ￿ a PublG Be￿fil Entity as dtrfkned by FRS 102.
The charity ha$ tsk¢n advantage of the in SORP for apptying FRS 1￿2 UFKJat• Bulletin
1 not to prepare 8 Statement of Cash Flo￿.
The financial statement¥ have departed from the Charffjes IAco)unts and Reports) Regulalions 2008 onty to
the extent required to provhle a true and fair vl¢w. This departure has invofv•d following the Statement of
Recomrnended Pro¢tic• for charit￿5 apptying FRS 102 rather than the versSon of the Slatement of
Recommended Practice which is referred to in tho RÈgulations but vthith has $inc¢ been wthdrawn.
The financial statemert8 8re prepared in stertlng. whleh 1$ the functional ¢)Jrrey of Ihg Monetary
¥mounts in these fin8nei81 stgtamenls are rounded to the nearest £.
The Ilnancral &t8tements havo bean prepared under the hlslodcal Go$t o)n¥ention.
1.2 Golng concern
At the time of opwoviTh3 the ffinanck81 Staternen￿ the trustees havè a reasonable expecta￿Tr that the tharfty
h•s adequate resoUT￿$ lo continue in oper8tion81 existencg foT the foreseeab￿ ftrtur•. Thus the trustee¥
contlnue lo adopt the gtsing concem ba818 ofa¢counts"n9 in preparing the finanrial ¥l•lemenls.
1.3 ¢￿￿table fund8
Unrestricted tund8 are avalgbb for use al thè dIscrn￿0n of th• Irustees in fvrtharanc• of Iher tharitablo
objgcbvtrs.
1A Incom•
IncDme is Tecognised when th¥ d)artty is legalty ent￿ed to rt aft?r any performance ))nd￿on$ have been mel,
the wnounts can be mea6uiad r8liabty. and it is wobable th•t uicome will be reraved.
Cash donation¥ a￿ re￿gniSed on rec*ipL Olher donations are rec4Jgnised oncè the charity has been notiftd
ol the donation. unl•ss perfonnance ￿n￿￿"On$ require defe￿al of tho amount. Inc￿Me lax recoverablo in
relation to dOn¥t￿n8 received under GiftAid ty d¥eds of covenant re￿9Th3ed at Ihe time of the d0ftati￿.
Lèg￿$ ore reccwi88d on re¢dpt or other%*76e rf the ¢h• been notrf￿d of an imp8ndlng thstribution.
tho amount is known, and ro¢9￿ ts expected. Ir the amo(mt is not known, thè ￿attY is treated as
conlin9¥nt asseL

THE PETER SAMUEL CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
A¢countln9 poll¢les
{Contlnued}
1.5 E￿ondi￿r•
Expenditure is recognised on¢• th8r8 is a legal or ￿nstrU￿vÈ obfigation to transfer econorri¢ to
third party, it is probable that a transfer of eDJnomic beneffils will ￿ required in setll8menL and the amount of
the obkgalb)n can bo m$ur8d r81iabty.
Expendiiure Is da¥sifi￿ by activity. The fA)sls of eath aL*vity are mad6 up of the totsl of direct wsts and
shared costs, indudiny support costs invofved in wdertakirrfd èath 8clivty. Direct rx)8ts athibut8ble to È single
ac*vty 8re allo(ated diredy lo that activty. Shared costs whl¢h eontribLrte to more than one 4¢*¥ity orKI
SLVPOrt costs which ar? not ottrfbulable to a Sing￿ acbvty are opportion•d betsveen those 8diw"tiÈs on 8 bAsi8
consistent with thè usè of resources. Central staff co$ls are allocated on the basls of fjm$ spenL and
deprecration i*arge8 aro allocoled on the portion of the a8891'8 US¢.
1.0 Flx•d a8••t invo8tments
Fixed asset inveslrnènts 8r8 Initially mea8ured at tran￿￿On prlcè •xduding tra￿aL￿On c￿15, •nd are
subsequerrtly mea¥ur•d at fair value at each reporbng dale. Ch?ng¢s Sn fair value are recognised in not
incomel(expenth'ture) for yoar. Trnnsaclion Costs are expensed as incurrfjd.
1.7 Cash and cash equlvalents
Cash and cash eqUIva￿ftts IndudÈ eash In hand, deposiis held at ￿11 vAlh banks, other 8lKJrt4ern liquid
investments with original maturitiès of three months or le$s, and bank ov&rdrafts. Bank ov8rdraft8 are showi
¥4ithin borr￿ing5 in (￿Thent liabllths.
Bas1¢ Ilnanclal¥ssets
Basic finanixal ￿ets. which indude debltsrs and eAsh and bank balances, are In￿#mY meawred at
Ir8n8aiaion price induding transaction costs and ¥rè subsequentty carried al amorli8ed cost vsing th6 effective
irtrterest method unless the aThangement constttut8s a financing trnnsadfion, W￿ra the transactw)n i&
mèasured 8t th• present value of the future receipts discounted at a market rale of intsrtst. Finandal assets
d•4ifiod 8$ T￿er￿Able within ono year are not an￿rti￿d.
8ul¢ Ilnanel•l Ilabllltl•s
Ba￿C financial liabilities, indudlng creditors and bank loans are inf(i8ly reco9nised at transaction Pri￿ unless
the arrangement conslttutes a financlng transaGton, VA￿Te the debt instrument is measured xt thè wèsènt
value of the fvture payments discthnt•d at a mwkel rate of Intew$l. FlnBn(a81 liabilities dassrfied as pay•ble
t￿n one year not 8mortised.
Debt in8trum8nts 8re 8ubsequently carried at am￿lsed co¥L ustng the effective interest rate method.
Trade crèdrtors arè obligations to pay for goods or $eNlw that have been aLyJuired in Ihtr ordlnary course of
opeTalions from suppliers. Amounts payable we da￿[fied as ¢urrenl liabilities rf payment is dug wthln one
year or les$. If not. they are presented 83 non-cajrrenl liablities. Trade creditOf8 are re¢ognised In￿dIty at
Iw$•¢tion Vice and subsequentty measured at amortised cost using the effective interest method.
Dérècognltlon olflnaftci•l li•bilfties
Financjal liabilrbes xrè dÉrttoLw)ised ¥then the charity's ￿￿tradUal obligations expire or are distharged or
can￿led.

THE PETER SAMUEL CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Criti¢41 attountlng estimate• and fvdg•ments
In the application ol Ihe charivs accounting policies. the trustees #ro requ￿ed to m8ke judgements. estimates
and assurnption8 about the carrying amount ol assets ond liabilrties th91 ar¢ not readity appar8nt from other
sources. The eslim¥1¢5 and associated 8s$umptions a￿ ba8ed on hlstorical expeiience and other laclor6 that
are o)nsidered lo bo relevant. Arlual results may differ from these eslim¥t¥$.
The eslifflates and undartying as8umptions are reviewed on an Wdolng bJsb5. Revi8i0ns to oc¢ounting
estimates are recwniscd In the period in which th8 estimate is revised wheifj the revision affÈets only that
period, OT in the pe11￿￿ Lrf th¥ revision and fului8 p￿r￿S where thg rovi$ion affects both rAJrrenl ftrture
periods.
I￿￿81m•nt•
The imie5tments ar¥ valued al their tslr value by reference to the moiket value. The Val￿ of these have a
degree of judgement that the underfying assessment of far valug is ?￿ul81¢. the value of th¥$* at the 31
Marth 2024 was £7.445.86812023: £6,603,607).
Donolions
Unrestricted Unr•strlcted
funds
2024
2023
D¢)nalions from Ch*ibès
3,210
Income fri>m inmkn•nts
UnM•trlet•d Unre8tri¢tsd
fundg
funds
2024
2023
Inve51menl In¢ome
Inter8¥t rec£ivoble
149,571
283
137,401
105
149.834
137,5C6
Rai¥ing fund
Unr•8tri¢tsd Unr•str5oted
funds
fund#
2024
2023
Inveslm•nt management
45,667
43.798
46,657
43.798

THE PETER SAMUEL CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Charli•bla actlvltlB8
Donattons G¢)vemance
Costs
2024
Total
2024
Don•lion• Governanc•
Cogts
2023
T¢)tal
2023
2024
2023
Charitablo Actvit￿¥S
109.150
3,300
112.450
109,650
112.650
Don¥tlon8
2024
2023
AJEX Charitable Foundation
Beklrtd RÈswè
Can(>r Researth UK
Crvic
Community S¢¢urity TnJ$t
Connecling Communrfies in 8erkshiTe
CounlrysidoAlllon¢¢ FoLtndatlon
Countryside Leaming
Crohns & Colitis UK
Dlsastsr Emergen￿ Commlttee
Exmoor Search & Rescue Team
Fiyht For Slght
Freud Museum London
Friends of Bath Jwi¥h Burial Gr￿nd
Game & Wldlif8 ConseNalion TNst
Helpforce
Henry Ja¢k60n Soc4ety
Jewish Core
Kew Botsn1￿1 Gordens
Monche5ter Cdlectrve
M#rfe Curfe Carb¢¢r C¥re
NoN400d Ravenswood
Proslats Cancor UK
ROY￿ Berks Charity
Royal Berks NHS Foundatton Trust
Royal Botaft￿ Gard•ns Kew
Royal National In8titule forthe Blind
RNID
Scotlands CharIty￿[￿bu1anCe
Scotttsh Mountain Rèscue
Siblings Together
Swlt¢h Ba¢k
Thames Valley ￿rAMbUlanCE Twst
UCL, Cancer Institute
Woodland Trust
Worfd J￿￿lsh Relyèf
1,200
2,0
3.5WI
22,OtKJ 22,000
8,500 3,CQO
1,1
1.200
12C
1.10)
2,1100
10.000
550
8C(I
1,000
2.0
S,W 5,503
5.(KK) 10,CAK)
3.500
2,200
250
1,2
1,100
3.(￿0
1.5C
1,100
500
1.lJOO
1.100
1,100
1.200
500
1.000
2,000
2.000
25.C¢]0 25.000
550
1,LKIO
109,150 109.650

THE PETER SAMUEL CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Tru•teeB
None of the trustees lor any per8ons conrwdgd wlth them) recelved gny remuneration or bon•ffts from Iho
charity during th¥ y8ar.
Employm•
2024
￿￿mb•r
2023
Number
There Y￿re no empby¢•$ whos• ￿nUal remuneratv)n wa¥ more thon £eo.i)Jo.
Tho tharity is •x8mpt from tsx on income and gains falling wllhin 505 of the Taxe3 Ad 1988 or 8e¢th)n
252 of the T¥x8tion of Chargeable Gains Act 1992 to the extent that the￿ ar* •pplied lo its tharit8ble objeds.
10 Fixed a8#•t Inv•thents
Listsd
inv•¥tsn•nts
Cash in
portfolio
Total
Co•t or valuation
At 1 Apil 2023
Addth'ons
Valu8tion thanges
Other movemonts
Dispo8•1$
6.409.373
557.633
843.497
194.234
{557.633)
6,803,607
843.497
(1,236)
11.236)
533,351
1533.351>
At 31 Mard) 2024
7,277.152
168.716
7.445,868
Carrylng amount
At 31 Mard) 2024
7,277.152
168.716
7,445,868
At 31 Marth 2023
6.409.373
194.234
6.603,607
11 Credi¢or¥: 4mount• f•llin9 due *1thln one y￿r
2024
2023
Other creditors
11,400
10-

THE PETER SAMUEL CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS {coKfiNUED)
FOR THE YEAR ENDED 31 MARCH 2024
12 An•ly8t¥ of not a88•ts between funds
Urnpstri¢tsd
funds
2024
At 31 M•r¢h 2024:
Investments
Current assots1(IlabSlNle$}
7,445,868
1622}
7,445,248
Unrestrictsd
nds
2023
At 31 M•r¢h 2023:
Inveslments
Current assetsllliabilili¥¥)
8.803,￿7
1,152
8.604,759
13 R•lat•d p•rty tran8*cilon•
were no dl&dosable related paty tron$action5 during the year12023- nL￿e).
11