CCEW Charity Commission profile

HERBERT AND STEFANIE STRAUS MEMORIAL TRUST

Registered charity 1132781 · organisation 4047389

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received Late
Charity type
Trust
Registered
18 November 2009
Removed
Not supplied
Financial period
1 November 2024 – 31 October 2025
Latest income
£716,967
Latest expenditure
£149,881
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Unit 10, Delta Court, Manor Way, Borehamwood, Hertfordshire

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 November 2024
Fin Period End Date
31 October 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 August 2026
Date Annual Return Received
9 September 2026
Date Accounts Received
9 September 2026
Total Gross Income
£716,967
Total Gross Expenditure
£149,881
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 August 2025
Date Annual Return Received
16 May 2025
Date Accounts Received
16 May 2025
Total Gross Income
£75,087
Total Gross Expenditure
£32,417
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 August 2024
Date Annual Return Received
1 July 2024
Date Accounts Received
1 July 2024
Total Gross Income
£67,205
Total Gross Expenditure
£42,893
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 August 2023
Date Annual Return Received
31 August 2023
Date Accounts Received
31 August 2023
Total Gross Income
£66,655
Total Gross Expenditure
£65,189
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 August 2022
Date Annual Return Received
31 August 2022
Date Accounts Received
31 August 2022
Total Gross Income
£56,461
Total Gross Expenditure
£116,919

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 November 2024
Fin Period End Date
31 October 2025
Ar Due Date
31 August 2026
Ar Received Date
9 September 2026
Total Gross Income
£716,967
Total Gross Expenditure
£149,881
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Due Date
31 August 2025
Ar Received Date
16 May 2025
Total Gross Income
£75,087
Total Gross Expenditure
£32,417
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Due Date
31 August 2024
Ar Received Date
1 July 2024
Total Gross Income
£67,205
Total Gross Expenditure
£42,893
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Due Date
31 August 2023
Ar Received Date
31 August 2023
Total Gross Income
£66,655
Total Gross Expenditure
£65,189
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Due Date
31 August 2022
Ar Received Date
31 August 2022
Total Gross Income
£56,461
Total Gross Expenditure
£116,919
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 November 2024
Fin Period End Date
31 October 2025
Ar Due Date
31 August 2026
Ar Received Date
9 September 2026
Income Donations And Legacies
639982
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
76985
Income Other
0
Income Total Income And Endowments
716967
Income Legacies
639982
Income Endowments
0
Expenditure Raising Funds
£29,821
Expenditure Charitable Expenditure
£120,060
Expenditure Other
0
Expenditure Total
149881
Expenditure Investment Management
29821
Expenditure Grants Institution
112500
Expenditure Governance
7560
Expenditure Support Costs
7560
Expenditure Depreciation
0
Gain Loss Investment
519664
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,335,897
Assets Total Fixed
5485466
Assets Own Use
0
Assets Long Term Investment
5485466
Defined Benefit Pension Scheme
0
Assets Other Assets
£648,821
Assets Total Liabilities
£7,839
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,126,448
Creditors One Year Total Current
7839
Creditors Falling Due After One Year
0
Assets Cash
£648,821
Funds Endowment
0
Funds Unrestricted
6126448
Funds Restricted
0
Funds Total
6126448
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
HERBERT AND STEFANIE STRAUS MEMORIAL TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2009-11-18T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
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 WORLD

10 Official extract

Charity Other Names

Charity Name Id
439176
Charity Name Type
Previous name
Charity Name
HERBERT AND STEPHANIE STRAUS MEMORIAL TRUST

11 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Risk management
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures