SPEARS-STUTZ CHARITABLE TRUST

Charity Number: 225491
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Relief of poverty and other charitable purposes as selected by the Trustees

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £147,162
Total expenditure: £73,499

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 24 February 1964: Standard registration
Organisation type:
Trust
Other names:
  • THE ROAMA SPEARS CHARITABLE SETTLEMENT (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Risk management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emily Stutz Trustee 01 January 2021
None on record
Caroline Helen Cooper Trustee 10 September 2019
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £121.36k £634.22k £124.47k £150.58k £147.16k
Total expenditure £43.12k £67.06k £184.22k £159.33k £73.50k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A £0 N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £111.75k N/A N/A N/A
Income - Other N/A £522.47k N/A N/A N/A
Income - Legacies N/A £0 N/A N/A N/A
Expenditure - Charitable activities N/A £49.16k N/A N/A N/A
Expenditure - Raising funds N/A £17.90k N/A N/A N/A
Expenditure - Governance N/A £0 N/A N/A N/A
Expenditure - Grants institution N/A £0 N/A N/A N/A
Expenditure - Investment management N/A £17.90k N/A N/A N/A
Expenditure - Other N/A £0 N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 26 March 2024 50 days late
Accounts and TAR 05 April 2023 26 March 2024 50 days late Download Open in new window
Annual return 05 April 2022 27 January 2023 On Time
Accounts and TAR 05 April 2022 27 January 2023 On Time Download Open in new window
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 03 February 2022 On Time Download Open in new window
Annual return 05 April 2020 01 February 2021 On Time
Accounts and TAR 05 April 2020 01 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 23 NOVEMBER 1962 AS AMENDED 10 NOVEMBER 2008

Charitable objects

GENERAL CHARITABLE PURPOSES AT THE DISCRETION OF THE TRUSTEES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
WITHERS LLP
20 OLD BAILEY
LONDON
EC4M 7AN
Phone:
02075976000
Email:
No information available
Website:

No information available