THE RUTH STRAUSS FOUNDATION

Charity Number: 1183221
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To support research into the diagnosis, treatment and cure of rare forms of lung cancer, in particular but not limited to, adenocarcinoma; and to provide support to sufferers of lung cancer and other terminal illnesses and their families (in particular but not limited to young children).

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,338,278

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Donations and legacies £1.05m
Charitable activities £0
Other trading activities £1.28m
Investments £2.75k
Other £0

Total expenditure:
£2,197,085

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Raising funds £1.10m
Charitable activities £1.10m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £1.10m
Charitable expenditure £1.10m
Retained for future use £141.19k

People

18 Employee(s)

11 Trustee(s)

110 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£90k to £100k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 01 May 2019: Standard registration
  • 14 May 2021: Funds received from 1057198 ST BARNABAS PRE SCHOOL PLAYGROUP
  • 04 June 2025: Funds received from 1204025 ELIZABETH'S SMILE UK FOUNDATION
  • 04 June 2025: Funds received from 1204025 ELIZABETH'S SMILE UK FOUNDATION
Organisation type:
Charitable company
Other names:

No other names

Company number:
11882736 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Terence Michael Grote Chair 15 July 2019
None on record
James Hytner Trustee 17 May 2023
None on record
Stuart John Hale Trustee 15 March 2023
None on record
James Vincent Niblett Trustee 13 May 2021
None on record
Michael Anthony Altendorf Trustee 15 July 2019
None on record
Dr Sandra Strauss Trustee 14 March 2019
None on record
Rachel Aimee Patton Trustee 14 March 2019
None on record
Denise Fraser Trustee 14 March 2019
None on record
Andrew John Strauss OBE Trustee 14 March 2019
None on record
Philip Anthony Glyn-Smith Trustee 14 March 2019
None on record
Angus Robert Charles Fraser MBE Trustee 14 March 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £1.09m £1.16m £2.22m £2.57m £2.34m
Total expenditure £498.91k £450.69k £939.51k £1.91m £2.20m
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 £382.25k £358.09k £998.16k £607.90k £1.05m
Income - Other trading activities £0 £804.60k £1.22m £1.96m £1.28m
Income - Charitable activities £674.94k £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £2.75k
Income - Other £31.44k £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £407.53k £271.30k £405.33k £609.76k £1.10m
Expenditure - Raising funds £91.37k £179.40k £534.17k £1.30m £1.10m
Expenditure - Governance £0 £70.98k £79.82k £102.49k £35.22k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £0 £0 £0 £0 £0
Long-term investments £0 £0 £0 £0 £0
Other assets £954.01k £1.39m £2.74m £3.50m £3.81m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £364.29k £86.64k £154.30k £261.44k £432.70k

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 March 2024 03 December 2024 On Time
Accounts and TAR 31 March 2024 03 December 2024 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 12 January 2023 On Time
Accounts and TAR 31 March 2022 12 January 2023 On Time Download Open in new window
Annual return 31 March 2021 03 January 2022 On Time
Accounts and TAR 31 March 2021 03 January 2022 On Time Download Open in new window
Annual return 31 March 2020 27 January 2021 On Time
Accounts and TAR 31 March 2020 27 January 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.

MEMORANDUM AND ARTICLES INCORPORATED 14 MAR 2019 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 30 APR 2019 as amended on 28 Aug 2020

Charitable objects

The objects of the Charity are, for the public benefit: 1. the prevention or relief of sickness by supporting research into the diagnosis, treatment and cure of rare forms of lung cancer, in particular but not limited to, adenocarcinoma and the publication of the useful results of such research; and 2. the relief of need among sufferers of lung cancer and other terminal illnesses and their families (in particular but not limited to young children) by providing such funding, support and services as the trustees in their discretion think fit.

Contact information

Address:
Unit F
Whiteacres
Cambridge Road
Whetstone
Leicestershire
Phone:
01163269050
Email:
info@ruthstraussfoundation.com
Website:

www.ruthstraussfoundation.com Open in new window