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.

Objects

TO APPLY THE INCOME TO SUCH CHARITABLE INSTITUTIONS OR TOWARDS OR FOR THE ADVANCEMENT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit: NOT DEFINED

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 · Education/training · The Advancement Of Health Or Saving Of Lives · Arts/culture/heritage/science · Get email alerts

Registered contact address: Camden, London, England (from the postcode on the register)

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

Financial health, per its FY2025 accounts

The trust's unrestricted funds decreased from £56,116 to £18,837 during the year, as charitable expenditure of £120,522 exceeded incoming resources of £83,243. The trustees consider the financial position to be entirely satisfactory and maintain that liquid resources are adequate to cover short-term requirements. The accounts were prepared on a going concern basis with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: maintain net current assets at a level which is considered adequate to cover short term requirements and to retain adequate liquid resources to meet current projected payments or to respond to an emergency (reserves figure: £19k)
“It is the policy of the trust to distribute up to 100% of net income, or more, provided this does not conflict with the trust's policy to maintain net current assets at a level which is considered adequate to cover short term requirements and to retain adequate liquid resources to meet current projected payments or to respond to an emergency.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from The Archie Sherman Charitable Trust
“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.” — page 16
“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.
Related-party transaction: Reimbursable donations due to trustees
“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.” — page 16
“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.

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.

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 05/04/2025

  • 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

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

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 trust's unrestricted funds decreased from £56,116 to £18,837 during the year, as charitable expenditure of £120,522 exceeded incoming resources of £83,243. The trustees consider the financial position to be entirely satisfactory and maintain that liquid resources are adequate to cover short-term requirements. The accounts were prepared on a going concern basis with no material uncertainties identified. 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

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE MACDONALD-BUCHANAN CHARITABLE TRUST1£120k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST£83k—0unclear—no doubt
THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST FY2025£83k—0unclear—no doubt
THE JAKE MEMORIAL CHARITABLE TRUST FY2026£76k—0unclear—no doubt
THE J P JACOBS CHARITABLE TRUST FY2025£51k—0unclear—no doubt
THE JEREMY AND JOHN SACHER CHARITABLE TRUST FY2025£71k—0unclear—no doubt
THE MARGOT AND JULIAN LEW CHARITABLE TRUST FY2025£29k—0unclear—no doubt

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