THE JIM MARSHALL CHARITY
Financial health, per its FY2024 accounts
The accounts state that the charity is in a stable financial position with unrestricted reserves of £12,157,233, which exceed the minimum required under its policy. The trustees consider no minimum level of reserves necessary due to limited overhead costs, though they intend to maintain high reserves to aid future activities through investment returns. The charity reported a surplus for the year and has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“As the charitable company has limited overhead costs, no minimum level of reserves are considered necessary, however the Trustees intend to maintain a high level of reserves in order to aid future activities through investment returns.”
“Under Section 105 of the Charities Act 2011, donations of £11,687,175 were received from the Jim Marshall charitable Trust. This Charity shares all the same trustees and the donation was made as part of a strategic change to the organisation’s structure.” — page 20
“Dividends of £538,619 were received in the period from Marshall Family Investments Limited.” — page 20
“Under Section 105 of the Charities Act 2011, donations of £11,687,175 were received from the Jim Marshall charitable Trust. This Charity shares all the same trustees and the donation was made as part of a strategic change to the organisation’s structure.” — page 20
“Dividends of £538,619 were received in the period from Marshall Family Investments Limited.” — page 20
“Under Section 105 of the Charities Act 2011, donations of £11,687,175 were received from the Jim Marshall charitable Trust. This Charity shares all the same trustees and the donation was made as part of a strategic change to the organisation’s structure.” — page 20
“Dividends of £538,619 were received in the period from Marshall Family Investments Limited.” — page 20
“The charitable company owns an 11.11% holding in this company and Joanne Marshall Price is also a director.”
Structured financials (annual return, FY ending 31/12/2024)
Register events
- Received assets from another charity (17/10/2025)
Trustees
- Joanne Simone Marshall Pricechair
- Danielle Austin
- Emma Louise Smith
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £12.3m | £61k |
Common questions
Is THE JIM MARSHALL CHARITY financially healthy?
The accounts state that the charity is in a stable financial position with unrestricted reserves of £12,157,233, which exceed the minimum required under its policy. The trustees consider no minimum level of reserves necessary due to limited overhead costs, though they intend to maintain high reserves to aid future activities through investment returns. The charity reported a surplus for the year and has adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were audited by Simpson Wreford LLP.