THE COLIN AND JANET MARSHALL TRUST
The object of the charity, as set out in the Trust Deed, is to provide financial support to such charitable purposes or charitable institutions as the Trustees in their absolute discretion select.
Objects
THE TRUSTEES SHALL PAY OR APPLY THE INCOME OF THE TRUST FUND AND MAY ALSO TRANSFER PAY OR APPLY THE WHOLE OR ANY PART OR PARTS OF THE CAPITAL OF THE TRUST FUND TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION THINK FIT. CHARITIES MEANS FOUNDATIONS OR INSTITUTIONS (WHETHER CORPORATE OR NOT) AND TRUSTS AND UNDERTAKINGS ESTABLISHED FOR CHARITABLE PURPOSES. CHARITABLE PURPOSES MEANS PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO ENGLISH LAW.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £940,994, providing a buffer above the stated policy of sustaining funds to cover grants and administration costs. The charity reported a net incoming resource of £99,366, funded primarily by investment income and share donations, with no staff costs incurred. The trustees confirmed the entity is a going concern with adequate resources to continue operations.
What the accounts disclose
“It is the intention of the Trustees to sustain the unrestricted funds at a level which will provide sufficient funds for the level of grants paid and to cover the Charity's management and administration costs.” — page 4
“During the year the Hon Joanna Birkett, a trustee of the Colin and Janet Marshall Charitable Trust, made a gift of shares to the value of £119,509 to the Charitable Trust.” — page 19
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
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, 1 was received after the due date: year ending 05/04/2022 (received 04/05/2023, 88 days after the 05/02/2023 due date).
Trustees
- THE RIGHT HONOURABLE JANET WINIFRED BARONESS MARSHALLchair
- JOHN VIVIAN NAUNTON DAVIES
- The Hon Joanna Sarah Birkett
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £130k | £30k |
| 05/04/2024 | £180k | £41k |
| 05/04/2023 | £107k | £16k |
| 05/04/2022 | £22k | £20k |
| 05/04/2021 | £5k | £21k |
Common questions
Is THE COLIN AND JANET MARSHALL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £940,994, providing a buffer above the stated policy of sustaining funds to cover grants and administration costs. The charity reported a net incoming resource of £99,366, funded primarily by investment income and share donations, with no staff costs incurred. The trustees confirmed the entity is a going concern with adequate resources to continue operations. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ARCHIE SHERMAN CHARITABLE TRUST | 1 | £293k |
Charities like this
- THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST
- THE KEN & LYNNE MORRISON CHARITABLE TRUST
- THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST
- CHARLOTTE MARSHALL CHARITABLE TRUST
- THE CARROLL-MARX CHARITABLE FOUNDATION
- C E ELIOT-COHEN'S CHARITABLE SETTLEMENT
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE COLIN AND JANET MARSHALL TRUST | £130k | — | 0 | above | — | no doubt |
| THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST | £48k | — | 0 | unclear | — | no doubt |
| THE KEN & LYNNE MORRISON CHARITABLE TRUST | £540k | — | 0 | unclear | — | no doubt |
| THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| CHARLOTTE MARSHALL CHARITABLE TRUST | £79k | — | 0 | unclear | — | no doubt |
| THE CARROLL-MARX CHARITABLE FOUNDATION | £35k | — | 0 | unclear | — | noted |