THE STUART HALBERT FOUNDATION
Supporting the needs of the local community.
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted free reserves of £1,447,863, which is significantly above its stated policy target of £50,000. Per the trustees' report, the charity generated a surplus of £208,397 driven primarily by investment income and the redemption of shares, while incurring minimal charitable expenditure of £5,620.
What the accounts disclose
“The trustees consider that the target for these reserves is £50,000.” — page 5
Corporate structure
- Registered company of the charity Companies House 07309191
Company officers (Companies House)
- HALBERT, Josephine Clare on trustee list
- HALBERT, Louise on trustee list
Trustees
- JOSEPHINE HALBERT
- LOUISE HALBERT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £210k | £6k |
| 30/09/2024 | £15k | £6k |
| 30/09/2023 | £51k | £16k |
| 30/09/2022 | £48k | £26k |
| 30/09/2021 | £7k | £5k |
Common questions
Is THE STUART HALBERT FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted free reserves of £1,447,863, which is significantly above its stated policy target of £50,000. Per the trustees' report, the charity generated a surplus of £208,397 driven primarily by investment income and the redemption of shares, while incurring minimal charitable expenditure of £5,620. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JD FOUNDATION | 1 | £561k |
| COUNTYPIER LIMITED | 1 | £116k |
| YOUNG CAMDEN FOUNDATION | 1 | £68k |
| ST ALDHELM'S CHAPEL TRUST | 1 | £60k |
| THE WILFRED AND ELSIE ELKES CHARITY FUND | 1 | £24k |
| REIFER MEMORIAL LIMITED | 1 | £20k |
| Evergreen Care UK | 1 | £500 |
Charities like this
- ALEXANDER SHTIEBEL
- SALT FOUNDATION
- Community Foundation for Staffordshire and Shropshire
- The Sultans Fund
- 1692
- HEDLEY FOUNDATION LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE STUART HALBERT FOUNDATION | £210k | — | 0 | unclear | — | no doubt |
| ALEXANDER SHTIEBEL | £248k | — | 0 | above | — | no doubt |
| SALT FOUNDATION | £426k | — | 0 | unclear | — | no doubt |
| Community Foundation for Staffordshire and Shropshire | £4.6m | — | — | unclear | — | no doubt |
| The Sultans Fund | £514k | Under £60,000 | 0 | below | — | no doubt |
| 1692 | £462k | — | 0 | within | — | no doubt |