JAMES MARSHALL FOUNDATION CIO

Registered charity 1181004 · accounts filings on the Charity Commission register · also known as JAMES MARSHALL FOUNDATION

To advance in life young people living in Harpenden, Wheathampstead, Redbourn, Kimpton, Flamstead and Markyate who are under the age of 25 and in financial hardship by the provision of grants to assist with their education and career development.

Objects

To advance in life young people living in Harpenden, Wheathampstead, Redbourn, Markyate, Flamstead, Kimpton and East Hyde, who are under the age of 25 and in financial hardship by the provision of grants to assist with their education and career development with priority given to those aged 16 and over. In exceptional circumstances if necessary, priority will be given to those applicants living in Harpenden and Wheathampstead. '

Area of benefit: HARPENDEN, WHEATHAMPSTEAD, REDBOURN, MARKYATE, FLAMSTEAD, KIMPTON AND EAST HYDE

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

Causes: Education/training · website · Get email alerts

Registered contact address: St Albans, East of England, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that the charity holds unrestricted reserves of £1,195,654, which the trustees consider sufficient to continue as a going concern. Total income for the year was £445,602, primarily from investments, against total expenditure of £353,665, resulting in a net movement in funds of £45,165. The trustees report no material uncertainties regarding the charity's ability to continue its operations.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Mercer & Hole LLP. 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.

• Bullying and harassment policy and procedures
• 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
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

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

Public fundraising profile: JustGiving — James Marshall Foundation CIO (matched by registered charity number).

Property (HM Land Registry)

7 registered titles in England and Wales held by the charity’s company or corporate body (7 freehold); recorded price paid £1.7m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Register events

• Received assets from another charity (15/01/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Victoria Elizabeth Finnemorechair
• Adam James Shapton
• Andrew John Large
• Janet Dyson
• Joanna Mary Rickard
• Jonathan Marcus Robert Finch · trustee of 1 other charity
• Keith Andrews · trustee of 2 other charities
• Nigel Richard Herbert Wallis
• Robert James Prynn · trustee of 1 other charity

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

Operates in: Hertfordshire

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ACTIVITEENS.

• ACTIVITEENS income £144k
• THE JIM JACKSON EDUCATIONAL AND ENABLING FOUNDATION CIO income £187k
• OUR COMMUNITY FOUNDATION income £239k
• THE JIM MARSHALL CHARITY income £1.9m
• JAMAL EDWARDS SELF BELIEF TRUST income £1.2m
• WMVS CHILDREN IN CARE FOUNDATION income £233k

Side by side with its peers

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