THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST
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.
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.
What the accounts disclose
“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
“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
“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
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- 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
Trustees
- JACQUELINE SYLVIA GEE
- MICHAEL JOSEPH GEE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2025 | £83k | Arts and culture |
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2022 | £60k | Education and training |
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2023 | £45k | |
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2024 | £45k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MACDONALD-BUCHANAN CHARITABLE TRUST | 1 | £120k |
Charities like this
- THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST
- THE JAKE MEMORIAL CHARITABLE TRUST
- THE J P JACOBS CHARITABLE TRUST
- THE JEREMY AND JOHN SACHER CHARITABLE TRUST
- THE MARGOT AND JULIAN LEW CHARITABLE TRUST
- THE M J SAMUEL CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| THE JAKE MEMORIAL CHARITABLE TRUST | £76k | — | 0 | unclear | — | no doubt |
| THE J P JACOBS CHARITABLE TRUST | £51k | — | 0 | unclear | — | no doubt |
| THE JEREMY AND JOHN SACHER CHARITABLE TRUST | £71k | — | 0 | unclear | — | no doubt |
| THE MARGOT AND JULIAN LEW CHARITABLE TRUST | £29k | — | 0 | unclear | — | no doubt |