THE DONALD AND PATRICIA MARSH CHARITABLE TRUST
Provosion of grants for general charitable purposes
Objects
3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AND MUST APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF ANY PURPOSE, BODY, ORGANISATION OR OBJECT IN ANY PART OF THE WORLD WHICH UNDER THE LAW OF ENGLAND AND WALES SHALL BE RECOGNISED AS BEING EXCLUSIVELY CHARITABLE AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.3.2 THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased from £867,670 to £890,940, driven by investment gains of £33,681 which exceeded charitable expenditure of £38,144. The charity holds significant unrestricted reserves of £890,940 against current liabilities of £7,468, indicating a strong liquidity position. Per the trustees' report, the charity's objectives include supporting education, heritage, and social benefit in the West Midlands and Black Country area.
What the accounts disclose
Policies the charity declares
- Complaints handling
- 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 vulnerable beneficiaries
Trustees
- JOHN LEONARD KYNNERSLEY LL B
- Steven George Corfield
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £28k | £38k |
| 31/08/2024 | £28k | £62k |
| 31/08/2023 | £27k | £73k |
| 31/08/2022 | £25k | £165k |
| 31/08/2021 | £61k | £204k |
Common questions
Is THE DONALD AND PATRICIA MARSH CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased from £867,670 to £890,940, driven by investment gains of £33,681 which exceeded charitable expenditure of £38,144. The charity holds significant unrestricted reserves of £890,940 against current liabilities of £7,468, indicating a strong liquidity position. Per the trustees' report, the charity's objectives include supporting education, heritage, and social benefit in the West Midlands and Black Country area. Its FY2025 accounts were independently examined.