THE STUART HALBERT FOUNDATION

Registered charity 1137247 · accounts filings on the Charity Commission register

Supporting the needs of the local community.

Objects

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE SUCH GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES FROM TIME TO TIME IN THEIR DISCRETION THINK FIT AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, SUCH GENERAL CHARITABLE PURPOSES IN THE AREA KNOWN AS THE SOUTH TYNE VALLEY INCLUDING HALTWHISTLE, BARON MILL, HOYDEN BRIDGE AND THE SURROUNDING VILLAGES IN THE SOUTH TYNE VALLEY BUT EXCLUDING HEXHAM AND THE ALLEN VALLEY

Area of benefit: SOUTH TYNE VALLEY

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Northumberland, North East, England (from the postcode on the register)

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 07309191

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• HALBERT, Josephine Clare — director, appointed 08/07/2010on trustee list
• HALBERT, Louise — director, appointed 08/07/2010on trustee list

Official officers record.

Trustees · trustee networks

• JOSEPHINE HALBERT
• LOUISE HALBERT

Trustee list from the Charity Commission register (current, not historical).

Operates in: Newcastle Upon Tyne City · Northumberland

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HUNSTANTON AND DISTRICT ROUND TABLE 615 CHARITABLE TRUST.

• HUNSTANTON AND DISTRICT ROUND TABLE 615 CHARITABLE TRUST income £43k
• SERVING HUMANITY FOUNDATION income £228k
• THE HELPING FOUNDATION income £23.9m
• THE HUMANITARIAN TRUST income £240k
• THE G D HERBERT CHARITABLE TRUST income £72k
• AB LAHER CHARITABLE TRUST income £218k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.