CHARITY OF WILLIAM MARSHALL

Registered charity 202211 · accounts filings on the Charity Commission register · also known as MARSHALL'S CHARITY

GIVES SUPPORT TO LOCAL CHURCH, WIDOWS OF THE PARISH AND LOCAL ORGANISATIONS WITHIN THE PARISH OF WELNEY ONLY

Causes: General Charitable Purposes · Get email alerts

Latest income

£87k

Latest spending

£94k

Registered

1962

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity is preparing to merge with a new Charitable Incorporated Organisation (CIO) and will close once assets are transferred, meaning the financial statements were not prepared on a going concern basis. The charity holds significant unrestricted general funds of £3,106,261, which exceeds its stated reserves policy target of approximately 12 months of expenditure (£50,000).

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: approximately 12 months of expenditure (held: £3.1m)

“The Trustees aim to maintain free reserves in unrestricted funds at a level equating to approximately 12 months of expenditure.” — page 7

Per its FY2024 accounts as filed with the Charity Commission.

Going concern: accounts NOT prepared on a going-concern basis (closing, merging or winding up)

“Accordingly, the financial statements have not been prepared on the going concern basis. As the transfer of the trade to the new CIO is not expected to have a material impact on the assets and liabilities of the Charity, no adjustment has been made to their carrying value.” — page 8

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Register events

Received assets from another charity (02/11/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Denise Jay Lowry · trustee of 1 other charity
MATHEW BARKER
MR KEN GOODGER · trustee of 2 other charities
Patrick Clabon
Rev Mark Collinson · trustee of 2 other charities
Sarah Gaylor
THE BISHOP OF ELY

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

Operates in: Norfolk

Income and spending

Financial year end	Income	Spending
31/12/2024	£87k	£94k
31/12/2023	£83k	£58k
31/12/2022	£74k	£91k
31/12/2021	£69k	£56k
31/12/2020	£66k	£57k

Common questions

Is CHARITY OF WILLIAM MARSHALL financially healthy?

Per its FY2024 accounts: The accounts state that the charity is preparing to merge with a new Charitable Incorporated Organisation (CIO) and will close once assets are transferred, meaning the financial statements were not prepared on a going concern basis. The charity holds significant unrestricted general funds of £3,106,261, which exceeds its stated reserves policy target of approximately 12 months of expenditure (£50,000). Its FY2024 accounts were independently examined.