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

THE CLAUDE AND SOFIA MARION FOUNDATION

Registered charity 1117282 · accounts filings on the Charity Commission register

The objects of the Charity are to advance, promote or carry out such charitable purposes as the Board of Trustees think fit. Education, with a special focus on education of the young at risk, healthcare, environment and sustainability, culture as well as social programs for the poor have been the main recipients of grants over the years.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Latest income
£1.4m
Latest spending
£2.3m
Registered
2006
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Foundation holds total unrestricted reserves of £46,009,893, which is significantly higher than its stated reserves policy target of zero additional reserves. The Trustees report that the Foundation has no employees, no dedicated office, and no fixed assets, relying solely on investment income to fund its activities.

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

What the accounts disclose

Largest income source: Bond interest (84% of income)
“Bond interest received and accrued 939,738”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no additional reserves need to be set aside (held: £46.0m)
“As a result, no additional reserves need to be set aside to respond to potential drops in investment returns or overall income.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Lewis Golden LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£1.4m
Total spending
£2.3m
Cost of raising funds
£90k
Reserves (reported)
£46.0m
Employees
0

Reported reserves equal ~236.2 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (82% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 6.6% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Brazil · Congo (Democratic Republic) · France · India · Iraq · Kenya · Mozambique · Portugal · Throughout London · United States

Income and spending

Financial year endIncomeSpending
31/12/2025£1.4m£2.3m
31/12/2024£1.6m£2.6m
31/12/2023£2.1m£1.2m
31/12/2022£5.2m£1.5m
31/12/2021£1.6m£2.4m

Common questions

Is THE CLAUDE AND SOFIA MARION FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the Foundation holds total unrestricted reserves of £46,009,893, which is significantly higher than its stated reserves policy target of zero additional reserves. The Trustees report that the Foundation has no employees, no dedicated office, and no fixed assets, relying solely on investment income to fund its activities. Its FY2025 accounts were audited by Lewis Golden LLP.

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
DONATING CHARITY LIMITED1£1.1m
THE GENERATIONAL FOUNDATION1£500k
4 CHARITY FOUNDATION1£290k
THE UKI CHARITABLE FOUNDATION1£157k
THE PRIORY FOUNDATION1£33k
THE HAPPY BABY COMMUNITY1£29k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MCLAIN FOUNDATION LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE CLAUDE AND SOFIA MARION FOUNDATION£1.4m—0above—no doubt
THE MCLAIN FOUNDATION LIMITED FY2024£2.8m—0unclear—no doubt
CLANCY CHARITABLE FOUNDATION FY2025£111k—0within—no doubt
Matchroom Charitable Foundation FY2025£1.7m—0unclear—no doubt
THE MARQUE FOUNDATION FY2025£472k—0unclear—no doubt
THE CLARKSON FOUNDATION FY2023£2.0m—0unclear—no doubt

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