CHARLOTTE MARSHALL CHARITABLE TRUST
The Trust was formed to distribute funds as to two thirds for educational, religious or other charitable purposes for Roman Catholics in the United Kingdom as the Trustess think just with the balance of the income distributed for charitable purposes in the United Kingdom all according to the Trustees discretion
Objects
TWO THIRDS OF TRUST FUND FOR EDUCATIONAL RELIGIOUS OR OTHER CHARITABLE PURPOSES FOR ROMAN CATHOLICS IN THE UNITED KINGDOM AS TRUSTEES THINK FIT. ONE THIRD OF TRUST FUND FOR SUCH CARITABLE PURPOSES IN UNITED KINGDOM AS TRUSTEES THINK FIT.
Financial health, per its FY2026 accounts
The accounts state that total unrestricted funds increased to £336,951, with a net movement in funds of £6,291 for the year. The charity maintains reserves of £5,000 as per its stated policy, well below the total unrestricted funds held. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Donations and legacies 45,000” — page 8
“The Trustees have agreed that £5,000 should be held in reserves in addition to the Endowment Funds to meet costs and special applications that are received.” — page 4
“The Trust's administrative activities were carried out from the premises of the Marshall-Tufflex Ltd group of companies by members of the Company's staff.” — page 5
“Principal Office C/o Marshall-Tufflex Limited” — page 3
“The Trust's administrative activities were carried out from the premises of the Marshall-Tufflex Ltd group of companies by members of the Company's staff.” — page 5
“Principal Office C/o Marshall-Tufflex Limited” — page 3
“The Trust's administrative activities were carried out from the premises of the Marshall-Tufflex Ltd group of companies by members of the Company's staff.” — page 5
“Principal Office C/o Marshall-Tufflex Limited” — page 3
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2026
- Volunteers: 4
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2025
- Volunteers: 4
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Volunteers: 4
- Grant-making is its main activity
Trustees
- JOHN MICHAEL RUSSELL
- JOSEPH ANTHONY COSGRAVE
- KEVIN BARRY PAGE
- Ruth Cosgrave
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £79k | £81k |
| 05/04/2025 | £79k | £81k |
| 05/04/2024 | £77k | £75k |
| 05/04/2023 | £77k | £77k |
| 05/04/2022 | £82k | £83k |
Common questions
Is CHARLOTTE MARSHALL CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that total unrestricted funds increased to £336,951, with a net movement in funds of £6,291 for the year. The charity maintains reserves of £5,000 as per its stated policy, well below the total unrestricted funds held. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2026 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HOTSPUR TRUST | 1 | £18k |
| THE COLES-MEDLOCK FOUNDATION | 1 | £10k |
Charities like this
- THE MARGARETHE CHARITABLE TRUST
- CHAPEL TRUST MARYTON CARMEL
- E C GRAHAM'S CHARITABLE SETTLEMENT
- THE MAURICE MARKS CHARITABLE TRUST
- THE ROTHES CHARITABLE TRUST
- CHILTERN CHRISTIAN TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CHARLOTTE MARSHALL CHARITABLE TRUST | £79k | — | 0 | unclear | — | no doubt |
| THE MARGARETHE CHARITABLE TRUST | £290k | — | 0 | above | — | no doubt |
| CHAPEL TRUST MARYTON CARMEL | £30k | — | 0 | above | — | no doubt |
| E C GRAHAM'S CHARITABLE SETTLEMENT | £188k | — | 0 | unclear | — | no doubt |
| THE MAURICE MARKS CHARITABLE TRUST | £102k | — | 0 | unclear | — | no doubt |
| THE ROTHES CHARITABLE TRUST | £148k | — | 0 | above | — | no doubt |