MARSHALEEN CHARITABLE TRUST

Registered charity 1173614 · accounts filings on the Charity Commission register

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Animals · Get email alerts

Latest income
£29k
Latest spending
£27k
Registered
2017
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Investments (100% of income)
“No further donations have been received during the year ended 31 May 2025 and the only income source is the investment portfolio.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: retain the capital value and to utilise income to support its activities (held: £1.3m)
“It is the policy of the Trustees to retain the capital value and to utilise income to support its activities.” — page 4
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.

Structured financials (annual return, FY ending 01/06/2021)

Total income
£1.0m
Total spending
£12k
Cost of raising funds
£10k
Reserves (reported)
£0
Employees
0

Per its annual return, cost of raising funds: 1.0% of total income.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Herefordshire · Sandwell · Shropshire · Staffordshire · Worcestershire

Income and spending

Financial year endIncomeSpending
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.