HERBERT AND STEFANIE STRAUS MEMORIAL TRUST

Charity number: 1132781
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Charitable contributions to Jewish and non-Jewish causes for people in need.

Income and expenditure

Data for financial year ending 31 October 2024

Total income: £75,087
Total expenditure: £32,417

People

3 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:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 18 November 2009: Standard registration
Organisation type:
Trust
Other names:
  • HERBERT AND STEPHANIE STRAUS MEMORIAL TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JONATHAN STONE Trustee 11 December 2012
None on record
DANIEL REUBEN STRAUS Trustee
None on record
CLAIRE JOANNE SHARON STRAUS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Total gross income £651.80k £56.46k £66.66k £67.21k £75.09k
Total expenditure £54.88k £116.92k £65.19k £42.89k £32.42k
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 £625.00k N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £26.80k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £48.25k N/A N/A N/A N/A
Expenditure - Raising funds £6.63k N/A N/A N/A N/A
Expenditure - Governance £0 N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £6.63k N/A N/A N/A N/A
Expenditure - Other £0 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 31 October 2024 16 May 2025 On time
Accounts and TAR 31 October 2024 16 May 2025 On time Download Open in new window
Annual return 31 October 2023 01 July 2024 On time
Accounts and TAR 31 October 2023 01 July 2024 On time Download Open in new window
Annual return 31 October 2022 31 August 2023 On time
Accounts and TAR 31 October 2022 31 August 2023 On time Download Open in new window
Annual return 31 October 2021 31 August 2022 On time
Accounts and TAR 31 October 2021 31 August 2022 On time Download Open in new window
Annual return 31 October 2020 18 August 2021 On time
Accounts and TAR 31 October 2020 18 August 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 14 AUGUST 2009 AS AMENDED BY DEED OF VARIATION 28 OCTOBER 2009

Charitable objects

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT. 3.2 THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR

Area of benefit

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

THE WORLD

Contact information

Address:
Unit 10
Delta Court
Manor Way
Borehamwood
Hertfordshire
Phone:
02037613005
Email:
No information available
Website:

No information available