MICHAEL GUEST CHARITABLE FOUNDATION
The charity supports the works of other UK registered charities by the making of donations or grants.
Objects
TO PROMOTE SUCH PURPOSES THAT ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR DISCRETION FROM TIME TO TIME DETERMINE IN PARTICULAR BY SUPPORTING THE WORKS OF OTHER REGISTERED CHARITIES BY THE MAKING OF DONATIONS OR GRANTS FROM INCOME AND CAPITAL AVAILABLE FOR DISTRIBUTION.
Financial health, per its FY2025 accounts
The charity's unrestricted funds are in a deficit of £23,631, primarily due to the recognition of multi-year grant commitments. However, the charity holds significant expendable endowment funds of £6,150,557, which the trustees can draw upon at their discretion. The trustees consider the holding of unrestricted reserves unnecessary given this flexibility and anticipate a significant increase in investment income in future years.
What the accounts disclose
“Unrestricted funds are currently in deficit by £23,631 as a result of grant commitments recognised in the year to 31 March 2025.” — page 5
“Investment management fees of £30,589 (2024: £29,624), including fees accrued at the period end of £7,354 (2024: £7,436), were payable to Charles Stanley & Co Limited, a company which employs Mr C Marment.” — page 21
“Additionally, grants paid to institutions includes a grant of £10,000 (2024: £nil) paid to the Diana Award, a charity which employs Ms L Shepherd.” — page 21
“Investment management fees of £30,589 (2024: £29,624), including fees accrued at the period end of £7,354 (2024: £7,436), were payable to Charles Stanley & Co Limited, a company which employs Mr C Marment.” — page 21
“Additionally, grants paid to institutions includes a grant of £10,000 (2024: £nil) paid to the Diana Award, a charity which employs Ms L Shepherd.” — page 21
Policies the charity declares
- Financial reserves policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- 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 31/03/2025 (received 26/02/2026, 26 days after the 31/01/2026 due date); year ending 31/03/2022 (received 12/12/2023, 315 days after the 31/01/2023 due date).
Trustees
- Hannah Shepherdchair
- Charles Marment
- Kathryn Denise Walshaw
- Lydia Marie Shepherd
- Susana Patten
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £202k | £361k |
| 31/03/2024 | £189k | £242k |
| 31/03/2023 | £248k | £166k |
| 31/03/2022 | £55k | £68k |
| 31/03/2021 | £32k | £34k |
Common questions
Is MICHAEL GUEST CHARITABLE FOUNDATION financially healthy?
Per its FY2025 accounts: The charity's unrestricted funds are in a deficit of £23,631, primarily due to the recognition of multi-year grant commitments. However, the charity holds significant expendable endowment funds of £6,150,557, which the trustees can draw upon at their discretion. The trustees consider the holding of unrestricted reserves unnecessary given this flexibility and anticipate a significant increase in investment income in future years. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MACDONALD-BUCHANAN CHARITABLE TRUST | 1 | £145k |
| THE ROZAC CHARITABLE TRUST | 1 | £12k |
| THE WOODWARD CHARITABLE TRUST | 1 | £5k |
Charities like this
- THE MICHAEL MARSH CHARITABLE TRUST
- MILLWARD CHARITABLE TRUST
- THE MASTER CHARITABLE TRUST
- THE GERALD MICKLEM CHARITABLE TRUST
- M O CHARITABLE TRUST
- THE MITCHELL CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MICHAEL GUEST CHARITABLE FOUNDATION | £202k | — | — | below | — | no doubt |
| THE MICHAEL MARSH CHARITABLE TRUST | £113k | — | 0 | above | — | no doubt |
| MILLWARD CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| THE MASTER CHARITABLE TRUST | £155.3m | — | 0 | unclear | — | no doubt |
| THE GERALD MICKLEM CHARITABLE TRUST | £503k | — | 0 | unclear | — | no doubt |
| M O CHARITABLE TRUST | £146k | — | 0 | within | — | no doubt |