THE SIMON HELLER CHARITABLE SETTLEMENT
Support the funding of specific projects relating to medical,scientific and educational research.
Latest income
£486k
Latest spending
£466k
Registered
1977
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds total £1,651,605, which is below the stated reserves policy target of six to twelve months' expenditure. The charity reported a net decrease in total funds of £211,238 for the year, driven by a loss on investment revaluations, while maintaining adequate resources to continue operations.
What the accounts disclose
Reserves policy: six to twelve month’s expenditure (held: £1.7m)
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to at least six to twelve month’s expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Office premises, property management, general management, accounting and administration services are provided by London & Associated Properties Plc ("LAP"), a company of which John and Andrew Heller are also director's and Morven Heller is a shareholder. The consideration for the provision for these services is met by a fixed management fee of £5,000 per annum.
“Office premises, property management, general management, accounting and administration services are provided by London & Associated Properties Plc ("LAP"), a company of which John and Andrew Heller are also director's and Morven Heller is a shareholder. The consideration for the provision for these services is met by a fixed management fee of £5,000 per annum.” — page 20
“Included in other debtors is a loan of £700,000 (2024: £700,000) to LAP at an interest rate of 9%, during the year interest amounting to £63,000 (2024: £63,000) was received.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Included in other debtors is a loan of £700,000 to LAP at an interest rate of 9%, during the year interest amounting to £63,000 was received.
“Office premises, property management, general management, accounting and administration services are provided by London & Associated Properties Plc ("LAP"), a company of which John and Andrew Heller are also director's and Morven Heller is a shareholder. The consideration for the provision for these services is met by a fixed management fee of £5,000 per annum.” — page 20
“Included in other debtors is a loan of £700,000 (2024: £700,000) to LAP at an interest rate of 9%, during the year interest amounting to £63,000 (2024: £63,000) was received.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Included in other debtors are five loans totalling £400,000 to connected parties at an interest rate of 11%, during the year interest amounting to £44,000 was received.
“Office premises, property management, general management, accounting and administration services are provided by London & Associated Properties Plc ("LAP"), a company of which John and Andrew Heller are also director's and Morven Heller is a shareholder. The consideration for the provision for these services is met by a fixed management fee of £5,000 per annum.” — page 20
“Included in other debtors is a loan of £700,000 (2024: £700,000) to LAP at an interest rate of 9%, during the year interest amounting to £63,000 (2024: £63,000) was received.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Included in other creditors is £3,363 due to Michael and Morven Heller Charitable Foundation.
“Office premises, property management, general management, accounting and administration services are provided by London & Associated Properties Plc ("LAP"), a company of which John and Andrew Heller are also director's and Morven Heller is a shareholder. The consideration for the provision for these services is met by a fixed management fee of £5,000 per annum.” — page 20
“Included in other debtors is a loan of £700,000 (2024: £700,000) to LAP at an interest rate of 9%, during the year interest amounting to £63,000 (2024: £63,000) was received.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
- ANDREW ROBERT HELLER
- JOHN HELLER
- LADY MORVEN HELLER
- W S TRUSTEE COMPANY LIMITED
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £486k | £466k |
| 05/04/2024 | £431k | £489k |
| 05/04/2023 | £460k | £268k |
| 05/04/2022 | £428k | £343k |
| 05/04/2021 | £457k | £253k |
Common questions
Is THE SIMON HELLER CHARITABLE SETTLEMENT financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds total £1,651,605, which is below the stated reserves policy target of six to twelve months' expenditure. The charity reported a net decrease in total funds of £211,238 for the year, driven by a loss on investment revaluations, while maintaining adequate resources to continue operations. Its FY2025 accounts were audited by Hart Shaw LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MERKAZ HATORAH LIMITED | 1 | £35k |
| THE VIVIENNE AND SAMUEL COHEN CHARITABLE TRUST | 1 | £22k |
| THE LAUFFER FAMILY CHARITABLE TRUST | 1 | £9k |
| Evergreen Care UK | 1 | £500 |
Charities like this
- THE MICHAEL HELLER CHARITABLE FOUNDATION
- HEDLEY FOUNDATION LIMITED
- WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST
- NEZER HATALMUD
- Sir Harry & Lady Judith Solomon Charitable Foundation
- THE HAREBELL CENTENARY FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SIMON HELLER CHARITABLE SETTLEMENT | £486k | — | 0 | unclear | — | no doubt |
| THE MICHAEL HELLER CHARITABLE FOUNDATION | £271k | — | 0 | unclear | — | no doubt |
| HEDLEY FOUNDATION LIMITED | £1.5m | — | 0 | above | — | no doubt |
| WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST | £460k | — | 0 | within | — | no doubt |
| NEZER HATALMUD | £212k | — | 0 | unclear | — | no doubt |
| Sir Harry & Lady Judith Solomon Charitable Foundation | £4.0m | — | 0 | unclear | — | no doubt |