THE SIMON HELLER CHARITABLE SETTLEMENT
Charity number: 265405
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Support the funding of specific projects relating to medical,scientific and educational research.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £430,513
Total expenditure: £488,667
People
4 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
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
- Education/training
- The Advancement Of Health Or Saving Of Lives
- The Prevention Or Relief Of Poverty
- Arts/culture/heritage/science
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Organisations
- Provides Buildings/facilities/open Space
- Sponsors Or Undertakes Research
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 06 January 1977: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| LADY MORVEN HELLER | Trustee | 02 May 2012 |
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| ANDREW ROBERT HELLER | Trustee |
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| JOHN HELLER | Trustee |
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| W S TRUSTEE COMPANY LIMITED | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
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Total gross income | £454.50k | £456.90k | £427.56k | £460.49k | £430.51k | |
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Total expenditure | £461.25k | £252.56k | £342.67k | £267.93k | £488.67k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | 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 | 05 February 2025 | On time | |
| Accounts and TAR | 05 April 2024 | 05 February 2025 | On time | Download Open in new window |
| Annual return | 05 April 2023 | 05 February 2024 | On time | |
| Accounts and TAR | 05 April 2023 | 05 February 2024 | On time | Download Open in new window |
| Annual return | 05 April 2022 | 15 February 2023 | 10 days late | |
| Accounts and TAR | 05 April 2022 | 15 February 2023 | 10 days late | Download Open in new window |
| Annual return | 05 April 2021 | 04 February 2022 | On time | |
| Accounts and TAR |
05 April 2021
(These accounts |
04 February 2022 | On time | Download Open in new window |
| Annual return | 05 April 2020 | 05 February 2021 | On time | |
| Accounts and TAR | 05 April 2020 | 05 February 2021 | On time | Download Open in new window |