THE DONALD AND PATRICIA MARSH CHARITABLE TRUST

Registered charity 1143668 · accounts filings on the Charity Commission register

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.

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 · Get email alerts

Latest income
£28k
Latest spending
£38k
Registered
2011
Accounts read
FY2025

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.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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.

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
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.