THE COLIN AND JANET MARSHALL TRUST

Registered charity 1161169 · accounts filings on the Charity Commission register

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.

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 · The Advancement Of Health Or Saving Of Lives · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Westminster, London, England (from the postcode on the register)

Latest income
£130k
Latest spending
£30k
Registered
2015
Accounts read
FY2025

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.

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

What the accounts disclose

Reserves policy: sufficient funds for the level of grants paid and to cover the Charity's management and administration costs (reserves figure: £941k)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Gift of shares by Hon Joanna Birkett
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

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).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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
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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE ARCHIE SHERMAN CHARITABLE TRUST1£293k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE COLIN AND JANET MARSHALL TRUST£130k—0above—no doubt
THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST FY2025£48k—0unclear—no doubt
THE KEN & LYNNE MORRISON CHARITABLE TRUST FY2023£540k—0unclear—no doubt
THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST FY2025£83k—0unclear—no doubt
CHARLOTTE MARSHALL CHARITABLE TRUST FY2026£79k—0unclear—no doubt
THE CARROLL-MARX CHARITABLE FOUNDATION FY2025£35k—0unclear—noted

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.