THE JIM MARSHALL CHARITY

Registered charity 1208007 · accounts filings on the Charity Commission register

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.

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

Causes: General Charitable Purposes · Get email alerts

Registered contact address: Greenwich, London, England (from the postcode on the register)

Latest income
£1.9m
Latest spending
£311k
Registered
2024
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Investment income (87% of income)
“The charitable company also received investment income totaling £1,677,989.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no minimum level of reserves are considered necessary (reserves figure: £31.8m)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Transfer of assets from Jim Marshall Charitable Trust
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Dividends from Marshall Family Investments Limited
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Capital distribution from Marshall Family Investments Limited
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan due from Marshall Family Investments Limited
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Simpson Wreford 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.

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.

Self-declared on the annual return for the financial year ending 31/12/2024

  • Grant-making is its main activity

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

Corporate structure

MARSHALL FAMILY INVESTMENTS LIMITED — per its own Companies House accounts

    Structured financials (annual return, FY ending 31/12/2025)

    Total income
    £1.9m
    Total spending
    £311k
    Reserves (reported)
    £17.8m
    Employees
    0

    Per its annual return, largest income source: Investments (87% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

    Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

    Register events

    Trustees · trustee networks

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

    Operates in: Buckinghamshire

    Income and spending

    Financial year endIncomeSpending
    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

    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 THE M J SAMUEL CHARITABLE TRUST.

    Side by side with its peers

    CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
    THE JIM MARSHALL CHARITY£1.9m—0above—no doubt
    THE M J SAMUEL CHARITABLE TRUST FY2025£228k—0above—no doubt
    THE ARTHUR JAMES PATERSON CHARITABLE TRUST FY2025£62k—0unclear—no doubt
    RJM CHARITY TRUST FY2025£364k—0unclear—no doubt
    CHARLIE'S PROMISE FY2025£274k—0above—no doubt
    JAMES MADISON CHARITABLE TRUST FY2026£30k——unclear—no doubt

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