HERBERT AND STEFANIE STRAUS MEMORIAL TRUST
Charitable contributions to Jewish and non-Jewish causes for people in need.
Financial health, per its FY2024 accounts
The accounts state that the charity reported a net surplus of £528,361 for the year ended 31 October 2024, driven by investment income and gains. The trustees consider the unrestricted funds of £5,039,698 to be primarily an investment fund held to generate income, noting that the significant level of reserves is required to fund donations and mitigate against future investment value movements. The charity does not actively fundraise and relies on the stewardship of existing resources.
What the accounts disclose
“It is intended that the charity will hold a minimum of 2% of total unrestricted funds or the equivalent of one year's expected donations, whichever is greater, as cash to meet the day to day expenses of the charity.”
Structured financials (annual return, FY ending 31/10/2020)
Trustees
- CLAIRE JOANNE SHARON STRAUS
- DANIEL REUBEN STRAUS
- JONATHAN STONE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2024 | £75k | £32k |
| 31/10/2023 | £67k | £43k |
| 31/10/2022 | £67k | £65k |
| 31/10/2021 | £56k | £117k |
| 31/10/2020 | £652k | £55k |
Common questions
Is HERBERT AND STEFANIE STRAUS MEMORIAL TRUST financially healthy?
Per its FY2024 accounts: The accounts state that the charity reported a net surplus of £528,361 for the year ended 31 October 2024, driven by investment income and gains. The trustees consider the unrestricted funds of £5,039,698 to be primarily an investment fund held to generate income, noting that the significant level of reserves is required to fund donations and mitigate against future investment value movements. The charity does not actively fundraise and relies on the stewardship of existing resources. Its FY2024 accounts were independently examined.