THE JIM MARSHALL CHARITY
Objects
THE OBJECTS OF THE CHARITY ARE:1. TO HELP YOUNG PEOPLE UP TO THE AGE OF 25 YEARS OLD LIVING PRIMARILY IN BUCKINGHAMSHIRE (OR WITHIN SUCH OTHER AREAS OF ENGLAND AS THE TRUSTEES USING THEIR DISCRETION DECIDE FROM TIME TO TIME) WITH LEISURE TIME ACTIVITIES, MUSIC AND THE ARTS AND DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES IN SUCH AREAS THROUGH THE PROVISION OF CHARITABLE DONATIONS TO CHARITABLE ORGANISATIONS.2. TO HELP PEOPLE LIVING PRIMARILY IN BUCKINGHAMSHIRE (OR WITHIN SUCH OTHER AREAS OF ENGLAND AS THE TRUSTEES USING THEIR DISCRETION DECIDE FROM TIME TO TIME) WHO HAVE NEEDS BY REASON OF THEIR AGE, INFIRMITY OR DISABILITY, FINANCIAL, SOCIAL OR ECONOMIC CIRCUMSTANCES THROUGH THE PROVISION OF CHARITABLE DONATIONS TO CHARITABLE ORGANISATIONS: AND3. TO ASSIST IN THE RELIEF OF SICKNESS AND THE PRESERVATION OF HEALTH AMONG YOUNG PEOPLE AND THEIR FAMILIES RESIDING PRIMARILY IN BUCKINGHAMSHIRE AREA (OR WITHIN SUCH OTHER AREAS OF ENGLAND AS THE TRUSTEES USING THEIR DISCRETION DECIDE FROM TIME TO TIME) BY THE PROVISION OF CHARITABLE DONATIONS TO CHARITABLE ORGANISATIONS.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £31,768,361, which significantly exceed the stated policy of having no minimum level of reserves considered necessary. The charity reported a substantial surplus of £19,611,128 for the year, driven largely by investment gains, and maintains a stable financial position with adequate resources to continue in operational existence.
What the accounts disclose
“The charitable company also received investment income totaling £1,677,989.” — page 5
“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, dated 12 September 2024, permission was granted to allow the transfer of assets from The Jim Marshall Charitable Trust (transferring charity) to The Jim Marshall Charity (receiving charitable company). This was concluded on 16 May 2025 with the final transfer of the remaining cash assets.” — page 4
“Additionally, Joanne Marshall Price is a director of Marshall Family Investments Limited. The Jim Marshall Charity is a 10.41% (2024 11.11%) shareholder in this company and during the year, the charitable company received a dividend of £1,260,926 (2024 £538,619) from Marshall Family Investments Limited.” — page 6
“Under section 105 of the Charities Act 2011, dated 12 September 2024, permission was granted to allow the transfer of assets from The Jim Marshall Charitable Trust (transferring charity) to The Jim Marshall Charity (receiving charitable company). This was concluded on 16 May 2025 with the final transfer of the remaining cash assets.” — page 4
“Additionally, Joanne Marshall Price is a director of Marshall Family Investments Limited. The Jim Marshall Charity is a 10.41% (2024 11.11%) shareholder in this company and during the year, the charitable company received a dividend of £1,260,926 (2024 £538,619) from Marshall Family Investments Limited.” — page 6
“Under section 105 of the Charities Act 2011, dated 12 September 2024, permission was granted to allow the transfer of assets from The Jim Marshall Charitable Trust (transferring charity) to The Jim Marshall Charity (receiving charitable company). This was concluded on 16 May 2025 with the final transfer of the remaining cash assets.” — page 4
“Additionally, Joanne Marshall Price is a director of Marshall Family Investments Limited. The Jim Marshall Charity is a 10.41% (2024 11.11%) shareholder in this company and during the year, the charitable company received a dividend of £1,260,926 (2024 £538,619) from Marshall Family Investments Limited.” — page 6
“Under section 105 of the Charities Act 2011, dated 12 September 2024, permission was granted to allow the transfer of assets from The Jim Marshall Charitable Trust (transferring charity) to The Jim Marshall Charity (receiving charitable company). This was concluded on 16 May 2025 with the final transfer of the remaining cash assets.” — page 4
“Additionally, Joanne Marshall Price is a director of Marshall Family Investments Limited. The Jim Marshall Charity is a 10.41% (2024 11.11%) shareholder in this company and during the year, the charitable company received a dividend of £1,260,926 (2024 £538,619) from Marshall Family Investments Limited.” — page 6
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Corporate structure
- Trading subsidiary: MARSHALL FAMILY INVESTMENTS LIMITED Companies House 14677930
Structured financials (annual return, FY ending 31/12/2025)
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 |
|---|---|---|
| 31/12/2025 | £1.9m | £311k |
| 31/12/2024 | £12.3m | £61k |
Common questions
Is THE JIM MARSHALL CHARITY financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £31,768,361, which significantly exceed the stated policy of having no minimum level of reserves considered necessary. The charity reported a substantial surplus of £19,611,128 for the year, driven largely by investment gains, and maintains a stable financial position with adequate resources to continue in operational existence. Its FY2025 accounts were audited by Simpson Wreford LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE LOCKWOOD CHARITABLE FOUNDATION | 1 | £10k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHIDDINGFOLD | 1 | £1k |
Charities like this
- THE M J SAMUEL CHARITABLE TRUST
- THE ARTHUR JAMES PATERSON CHARITABLE TRUST
- RJM CHARITY TRUST
- CHARLIE'S PROMISE
- JAMES MADISON CHARITABLE TRUST
- R M SALES CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JIM MARSHALL CHARITY | £1.9m | — | 0 | above | — | no doubt |
| THE M J SAMUEL CHARITABLE TRUST | £228k | — | 0 | above | — | no doubt |
| THE ARTHUR JAMES PATERSON CHARITABLE TRUST | £62k | — | 0 | unclear | — | no doubt |
| RJM CHARITY TRUST | £364k | — | 0 | unclear | — | no doubt |
| CHARLIE'S PROMISE | £274k | — | 0 | above | — | no doubt |
| JAMES MADISON CHARITABLE TRUST | £30k | — | — | unclear | — | no doubt |