THE LEO AND BETTY GRUSS CHARITABLE TRUST

Charity Number: 1122175
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity was formed on 7 November 2007 during the lifetime of Leo and Betty Gruss. Their intention was to bequeath their estate to the charity. Betty Gruss died in 2018, Leo Gruss died in 2020. Probate was granted on the estate of Mr Gruss and the charity is the beneficiary of the residue of the estate. Trustees are working towards funding projects which will meet the charity's objectives.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £9,721
Total expenditure: £244,527

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Israel

Governance

Registration history:
  • 04 January 2008: 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:
No policies declared
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Naomi Greenwood Trustee 30 January 2023
None on record
MATTHEW JAMES WOOTLIFF Trustee 31 March 2022
None on record
Karen North Trustee 25 February 2021
None on record
Dr Simon Cohen Trustee 22 June 2018
None on record
Anthony Levine Trustee 23 June 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £0 £2.89m £9.69k £24.97k £9.72k
Total expenditure £0 £5.70k £16.23k £278.22k £244.53k
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 £2.89m 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 £0 N/A N/A N/A
Income - Other N/A £0 N/A N/A N/A
Income - Legacies N/A £2.89m N/A N/A N/A
Expenditure - Charitable activities N/A £5.70k N/A N/A N/A
Expenditure - Raising funds N/A £0 N/A N/A N/A
Expenditure - Governance N/A £5.70k N/A N/A N/A
Expenditure - Grants institution N/A £0 N/A N/A N/A
Expenditure - Investment management N/A £0 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 31 December 2023 31 October 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 26 September 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 31 October 2021 On Time
Accounts and TAR 31 December 2020 31 October 2021 On Time Download Open in new window
Annual return 31 December 2019 13 October 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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 7 NOVEMBER 2007.

Charitable objects

1) THE RELIEF OF POVERTY INCLUDING IN PARTICULAR BUT WITHOUT PREJUDICE AS TO THE GENERALITY OF THE FOREGOING THE GIVING OF AND AFFORDING ASSISTANCE TO LARGE NEEDY FAMILIES AND NEEDY BRIDES. 2) TO ADVANCE THE RELIGION OF THE JEWISH FAITH IN ACCORDANCE WITH THE ORTHODOX PRACTICE. 3) TO ADVANCE JEWISH EDUCATION. 4) SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW AS CHARITABLE.

Area of benefit

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

NOT DEFINED IN PRACTICE NATIONAL

Contact information

Address:
c/o Keelings Ltd
Broad House
1 The Broadway
HATFIELD
Hertfordshire
AL9 5BG
Phone:
07976708019
Email:
helen.rook@outlook.com
Website:

No information available