SCHRODER CHARITY
Within the parishes of Egham, Englefield Green and Old Windsor, the charity aims to promote good health and relieve, in cases of need, persons who are sick, disabled, handicapped or infirm by way of providing equipment or other forms of assistance and to assist other organisations in need of funds to provide similar facilities to the same end.
Financial health, per its FY2024 accounts
The accounts state that the charity held total net assets of £719,978 at the end of the year, comprising an unrestricted fund of £84,561 and an endowment fund of £635,417. The trustees report a reserves policy of maintaining a working balance between £10,000 and £20,000 to support short-notice grants, which is consistent with the unrestricted cash and investment holdings. Investment income increased by 11% to £37,527, allowing the charity to make grants totaling £36,046 while maintaining a positive cash flow.
What the accounts disclose
“To support such a policy the trustees attempt to maintain a working balance between £10,000 and £20,000.”
Trustees
- Stuart Adamsonchair
- Beatrice Slipper
- DR STEPHEN ALED WILLIAMS
- Dr Patrick Clarke
- JANICE ELIZABETH WALMSLEY
- LORNA JAMISON
- Paul Lewis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £38k | £36k |
| 31/12/2023 | £35k | £21k |
| 31/12/2022 | £28k | £27k |
| 31/12/2021 | £27k | £25k |
| 31/12/2020 | £31k | £35k |
Common questions
Is SCHRODER CHARITY financially healthy?
Per its FY2024 accounts: The accounts state that the charity held total net assets of £719,978 at the end of the year, comprising an unrestricted fund of £84,561 and an endowment fund of £635,417. The trustees report a reserves policy of maintaining a working balance between £10,000 and £20,000 to support short-notice grants, which is consistent with the unrestricted cash and investment holdings. Investment income increased by 11% to £37,527, allowing the charity to make grants totaling £36,046 while maintaining a positive cash flow. Its FY2024 accounts were independently examined.