Charity Accounts Intelreading the accounts so you don’t have to

THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST

Registered charity 1062566 · accounts filings on the Charity Commission register

The trusts objects include wide charitable purposes at the discretion of the trustees. There are no restricted or endowment funds. The policies are almost exclusively to benefit health, education, arts, culture, overseas aid and general charitable purposes.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Arts/culture/heritage/science · Get email alerts

Latest income
£83k
Latest spending
£121k
Registered
1997
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £56,116 to £18,837 due to charitable expenditure exceeding incoming resources. The trustees confirm the financial position was entirely satisfactory and that the trust has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £19k; policy: Liquid funds are maintained at a level which is considered adequate to cover short term requirements.)
“It is the policy of the trust to distribute up to 100% of net income, in addition to any undistributed unrestricted funds, at the discretion of the trustees. Liquid funds are maintained at a level which is considered adequate to cover short term requirements.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 12
“During the year, the trust received donations of £82,500 (2024: £45,000) from The Archie Sherman Charitable Trust, a charity of which one of the trustees is also a trustee. Included in other payables is an amount of £1,015 (2024: £Nil) due to trustees in respect of reimbursable donations.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£83k£121k
05/04/2024£46k£94k
05/04/2023£137k£79k
05/04/2022£60k£69k
05/04/2021£60k£58k

Common questions

Is THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £56,116 to £18,837 due to charitable expenditure exceeding incoming resources. The trustees confirm the financial position was entirely satisfactory and that the trust has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.

Who funds THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST?

Funders whose own accounts filings name THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST as a grant recipient include THE ARCHIE SHERMAN CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE ARCHIE SHERMAN CHARITABLE TRUSTFY2025£83kArts and culture
THE ARCHIE SHERMAN CHARITABLE TRUSTFY2022£60kEducation and training
THE ARCHIE SHERMAN CHARITABLE TRUSTFY2023£45k
THE ARCHIE SHERMAN CHARITABLE TRUSTFY2024£45k