MARSHALEEN CHARITABLE TRUST
The aim of the charity is to provide finance and material benefits to individuals and other charities providing animal welfare. Geographically activities will be centred upon the South Midlands. Primarily our assistance will be aimed at the smaller organisations operating within the animal welfare arena.
Objects
THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME BY MAKING GRANTS TO CHARITIES.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased to £1,269,430, driven by net investment gains of £51,446 and investment income of £28,811. The charity relies entirely on its investment portfolio for income, with no new donations received during the year. The trustees confirm that resources are adequate to continue operations.
What the accounts disclose
“No further donations have been received during the year ended 31 May 2025 and the only income source is the investment portfolio.” — page 4
“It is the policy of the Trustees to retain the capital value and to utilise income to support its activities.” — page 4
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Structured financials (annual return, FY ending 01/06/2021)
Trustees
- MALCOLM WESTBURY PLANTchair
- Elise Victoria Ballard Mrs
- LESLEY ANNETTE PLANT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 01/06/2025 | £29k | £27k |
| 01/06/2024 | £27k | £38k |
| 01/06/2023 | £29k | £19k |
| 01/06/2022 | £209k | £22k |
| 01/06/2021 | £1.0m | £12k |
Common questions
Is MARSHALEEN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased to £1,269,430, driven by net investment gains of £51,446 and investment income of £28,811. The charity relies entirely on its investment portfolio for income, with no new donations received during the year. The trustees confirm that resources are adequate to continue operations. Its FY2025 accounts were independently examined.