THE NINA AND ROGER STEWART CHARITABLE TRUST
Makes grants to organisations within the Trustees' terms of reference. Makes very occasional grants to individuals within the Trustees' terms of reference.
Objects
THE OBJECTS OF THE CHARITY ARE TO BENEFIT SUCH REGISTERED CHARITIES OR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT FROM TIME TO TIME.
Financial health, per its FY2024 accounts
The accounts state that the charity holds unrestricted expendable endowment funds of £6,778,928 and unrestricted exposable funds of £318,957 as of 31 August 2024. The trustees confirm that assets are available and adequate to fulfil the charity's obligations. The charity is entirely reliant on investment returns and donations to fund its activities.
What the accounts disclose
“Income from listed investments 110,312” — page 10
“The Trustees aim to maintain free reserves at a level that will provide sufficient funds to respond to applications for donations and ensure that there are sufficient funds available to cover support and governance costs.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Corporate structure
- Trading subsidiary: MARSHVILLE LIMITED Companies House 16986340
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £158k | £128k |
| 31/08/2024 | £144k | £118k |
| 31/08/2023 | £147k | £113k |
| 31/08/2022 | £146k | £107k |
| 31/08/2021 | £138k | £102k |
Common questions
Is THE NINA AND ROGER STEWART CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that the charity holds unrestricted expendable endowment funds of £6,778,928 and unrestricted exposable funds of £318,957 as of 31 August 2024. The trustees confirm that assets are available and adequate to fulfil the charity's obligations. The charity is entirely reliant on investment returns and donations to fund its activities. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE KNIGHTLAND FOUNDATION | 1 | £80k |
| THE JORDAN CHARITABLE FOUNDATION | 1 | £60k |
| SF FOUNDATION | 1 | £33k |
| MOISHE AND ESTHER ITZINGER FOUNDATION LIMITED | 1 | £5k |
| THE LAUFFER FAMILY CHARITABLE TRUST | 1 | £5k |
Charities like this
- THE STOCKWELL/CLIFFE CHARITABLE TRUST
- PENINIM CHARITY TRUST
- THE STORZ CHARITABLE TRUST
- THE SAINTBURY TRUST
- THE SAMUEL STOREY FAMILY CHARITABLE TRUST
- MEKADSHEI SHEVEI CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE NINA AND ROGER STEWART CHARITABLE TRUST | £158k | — | 0 | above | — | no doubt |
| THE STOCKWELL/CLIFFE CHARITABLE TRUST | £565k | — | 0 | unclear | — | no doubt |
| PENINIM CHARITY TRUST | £319k | — | 0 | unclear | — | no doubt |
| THE STORZ CHARITABLE TRUST | £285k | — | 0 | unclear | — | no doubt |
| THE SAINTBURY TRUST | £365k | — | 0 | unclear | — | no doubt |
| THE SAMUEL STOREY FAMILY CHARITABLE TRUST | £221k | — | 0 | unclear | — | no doubt |