THE CHARITY OF STELLA SYMONS
general charitable purposes
Objects
FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased to £2,044,139 due to a net loss on the sale and revaluation of investments. Governance costs were £19,294, while charitable grants paid amounted to £66,614. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity. The trustees oversee the level of income reserves held and consider whether they are sufficient in order that the charity meets its needs effectively.” — page 5
“Included within 'Other debtors' are loans to Shipston Sports Clubs totalling £12,500 (2024: £17,500). All loans have been measured initially at fair value and subsequently at amortised cost.” — page 14
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2023 (received 09/05/2024, 94 days after the 05/02/2024 due date).
Trustees
- JANE ELIZABETH WARNICK
- JONATHAN SIMON SHELDON BOSLEY
- KATHERINE ANN WILLIS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £79k | £86k |
| 05/04/2024 | £84k | £96k |
| 05/04/2023 | £95k | £90k |
| 05/04/2022 | £75k | £90k |
| 05/04/2021 | £82k | £100k |
Common questions
Is THE CHARITY OF STELLA SYMONS financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased to £2,044,139 due to a net loss on the sale and revaluation of investments. Governance costs were £19,294, while charitable grants paid amounted to £66,614. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Charities like this
- THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST
- THE STANLEY CHARITABLE TRUST
- THE JONATHAN SYMONS WILL TRUST
- THE N SMITH CHARITABLE SETTLEMENT
- THE STEEL CHARITABLE TRUST
- THE ANNA ROSA FORSTER CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CHARITY OF STELLA SYMONS | £79k | — | 0 | unclear | — | no doubt |
| THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST | £131k | — | 0 | unclear | — | no doubt |
| THE STANLEY CHARITABLE TRUST | £29k | — | 0 | within | — | no doubt |
| THE JONATHAN SYMONS WILL TRUST | £28k | — | — | unclear | — | no doubt |
| THE N SMITH CHARITABLE SETTLEMENT | £140k | — | 0 | unclear | — | no doubt |
| THE STEEL CHARITABLE TRUST | £937k | — | 0 | unclear | — | no doubt |