THE JMCMRJ SORRELL FOUNDATION
The provision of grants for education, health and alleviation of poverty worldwide, including religious initiatives.The Trustees receive unsolicited requests for grants and try to give them adequate consideration in relation to the Foundation's goals. Only proposals and submissions sent electronically will be taken in consideration.
Objects
THE OBJECTS OF THE CHARITY ("THE OBJECTS") ARE THAT THE TRUSTEES MUST PAY OR APPLY THE INCOME OF THE CHARITY TO SUCH LEGALLY CHARITABLE TRUSTS COMPANIES ASSOCIATIONS OR INSTITUTIONS OR FOR SUCH LEGALLY CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that total net assets decreased to £36,290,810 from £39,926,511 in the prior year, primarily due to an unrealised loss on the revaluation of listed investments. The charity holds significant unrestricted cash and current assets of £6,402,520, with no current liabilities, indicating strong liquidity. The trustees report that governance and operational risks are considered low.
What the accounts disclose
“The charity maintains an unrestricted income fund at a level which provides sufficient funds to cover management and administration and direct charitable expenditure.” — page 13
Policies the charity declares
- 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
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting 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
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 05/04/2023 (received 26/06/2024, 142 days after the 05/02/2024 due date); year ending 05/04/2022 (received 01/03/2023, 24 days after the 05/02/2023 due date).
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- SIR MARTIN STUART SORRELLchair
- LADY CRISTIANA SORRELL
- MARK RICHARD ANTONY SORRELL
- ROBERT ALEXANDER SORRELL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £2.4m | £143k |
| 05/04/2024 | £2.4m | £1.8m |
| 05/04/2023 | £1.9m | £3k |
| 05/04/2022 | £1.5m | £3k |
| 05/04/2021 | £548k | £1.1m |
Common questions
Is THE JMCMRJ SORRELL FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that total net assets decreased to £36,290,810 from £39,926,511 in the prior year, primarily due to an unrealised loss on the revaluation of listed investments. The charity holds significant unrestricted cash and current assets of £6,402,520, with no current liabilities, indicating strong liquidity. The trustees report that governance and operational risks are considered low. Its FY2025 accounts were audited by Purcells.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| HURDALE CHARITY LIMITED | 1 | £1.8m |
| Bird Song Trust | 1 | £203k |
| THE STEVE MORGAN FOUNDATION | 1 | £75k |
| THE BATCHWORTH TRUST | 1 | £5k |
| MISS E F RATHBONE CHARITABLE TRUST | 1 | £3k |
| THE TANLAW FOUNDATION | 1 | £3k |
| THE ASTOR FOUNDATION | 1 | £2k |
| THE MCBAIN FAMILY FOUNDATION | 1 | £2k |
Charities like this
- MOUNDFIELD CHARITIES LIMITED
- RJM CHARITY TRUST
- THE M J SAMUEL CHARITABLE TRUST
- THE ORRELL TRUST
- THE J L YEARSLEY FAMILY FOUNDATION
- MEDICAL RESEARCH FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JMCMRJ SORRELL FOUNDATION | £2.4m | — | 0 | above | — | no doubt |
| MOUNDFIELD CHARITIES LIMITED | £995k | — | 0 | above | — | no doubt |
| RJM CHARITY TRUST | £364k | — | 0 | unclear | — | no doubt |
| THE M J SAMUEL CHARITABLE TRUST | £228k | — | 0 | above | — | no doubt |
| THE ORRELL TRUST | £115k | — | 0 | above | — | no doubt |
| THE J L YEARSLEY FAMILY FOUNDATION | £49k | — | 0 | within | — | no doubt |