HERBERT AND STEFANIE STRAUS MEMORIAL TRUST
Charitable contributions to Jewish and non-Jewish causes for people in need.
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
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £1,086,750 for the year ended 31 October 2025, driven by a significant increase in donations and investment gains. Per the trustees' report, unrestricted reserves stood at £6,126,448, which the trustees consider primarily an investment fund held to generate income for charitable objectives.
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.”
Policies the charity declares
- 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
Structured financials (annual return, FY ending 31/10/2025)
Trustees
- CLAIRE JOANNE SHARON STRAUS
- DANIEL REUBEN STRAUS
- JONATHAN STONE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2025 | £717k | £150k |
| 31/10/2024 | £75k | £32k |
| 31/10/2023 | £67k | £43k |
| 31/10/2022 | £67k | £65k |
| 31/10/2021 | £56k | £117k |
Common questions
Is HERBERT AND STEFANIE STRAUS MEMORIAL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £1,086,750 for the year ended 31 October 2025, driven by a significant increase in donations and investment gains. Per the trustees' report, unrestricted reserves stood at £6,126,448, which the trustees consider primarily an investment fund held to generate income for charitable objectives. Its FY2025 accounts were audited by Morris Palmer Limited.