THE MARGARETHE CHARITABLE TRUST

Registered charity 1030839 · accounts filings on the Charity Commission register

The trust deed provides for the trustees to hold the trust fund and the income thereof for such charitable purposes as the trustees think fit.

Objects

THE BENEFIT OF ANY ONE OR MORE CHARITIES OR CHARITABLE PURPOSES AS THE TRUSTEES OF THE CHARITY SHALL IN THEIR DISCRETION FROM TIME TO TIME THINK FIT

Area of benefit: NATIONAL

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 · The Advancement Of Health Or Saving Of Lives · Disability · Religious Activities · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Kingston upon Thames, London, England (from the postcode on the register)

Latest income

£290k

Latest spending

£20k

Registered

1993

Accounts read

FY2026

Financial health, per its FY2026 accounts

The Trust's unrestricted reserves increased to £678,555, supported by a significant donation of listed investments valued at £262,827. The Trust reported a net loss on investments of £11,509, but overall net assets grew by £258,988 during the year. The Trustees confirmed the Trust has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient reserves to enable the Trust to continue its charitable grant-making activities while preserving the long-term value of its investment portfolio (reserves figure: £679k)

“The Trustees seek to maintain sufficient reserves to enable the Trust to continue its charitable grant-making activities while preserving the long-term value of its investment portfolio.” — page 5

Per its FY2026 accounts as filed with the Charity Commission.

Related-party transaction: Donation of listed shares (gift in kind)

“During the year, Trustee Helen Margaret Spiro donated listed investments with a market value of £262,827 to the Charity.” — page 17

“During the year, a donation of £1,000 was made to The Freud Museum London (Charity no 1112854), a charity for which Anthony John Spiro is also a trustee.” — page 17

Per its FY2026 accounts as filed with the Charity Commission.

Related-party transaction: Donation to a charity with a common trustee

“During the year, Trustee Helen Margaret Spiro donated listed investments with a market value of £262,827 to the Charity.” — page 17

“During the year, a donation of £1,000 was made to The Freud Museum London (Charity no 1112854), a charity for which Anthony John Spiro is also a trustee.” — page 17

Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Financial reserves policy and procedures
Investing charity funds policy and procedures

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.

Self-declared on the annual return for the financial year ending 05/04/2026

Grant-making is its main activity

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

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

Trustees · trustee networks

ANTHONY JOHN SPIRO OBE JP · trustee of 2 other charities
HELEN MARGARET SPIRO
Kate Eva Goode
NICOLA ANNA BANNERMAN

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2026	£290k	£20k
05/04/2025	£18k	£119k
05/04/2024	£18k	£223k
05/04/2023	£10k	£441k
05/04/2022	£8k	£100k

Common questions

Is THE MARGARETHE CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The Trust's unrestricted reserves increased to £678,555, supported by a significant donation of listed investments valued at £262,827. The Trust reported a net loss on investments of £11,509, but overall net assets grew by £258,988 during the year. The Trustees confirmed the Trust has adequate resources to continue in operational existence for the foreseeable future. Its FY2026 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MAURICE MARKS CHARITABLE TRUST.

THE MAURICE MARKS CHARITABLE TRUST income £102k
MILLWARD CHARITABLE TRUST income £47k
THE MARY ROBERTSON TRUST income £115k
CHARLOTTE MARSHALL CHARITABLE TRUST income £79k
M I CHARITABLE TRUST income £21k
THE MULLION CHARITABLE TRUST income £45k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE MARGARETHE CHARITABLE TRUST	£290k	—	above	—	no doubt
THE MAURICE MARKS CHARITABLE TRUST FY2025	£102k	—	unclear	—	no doubt
MILLWARD CHARITABLE TRUST FY2025	£47k	—	unclear	—	no doubt
THE MARY ROBERTSON TRUST FY2025	£115k	—	unclear	—	no doubt
CHARLOTTE MARSHALL CHARITABLE TRUST FY2026	£79k	—	unclear	—	no doubt
M I CHARITABLE TRUST FY2024	£21k	—	unclear	—	no doubt

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