CHARLOTTE MARSHALL CHARITABLE TRUST

Registered charity 211941 · accounts filings on the Charity Commission register

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.

Area of benefit: NATIONAL

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

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Religious Activities · Get email alerts

Registered contact address: Hastings, South East, England (from the postcode on the register)

Latest income
£79k
Latest spending
£81k
Registered
1962
Accounts read
FY2026

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.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations and legacies (57% of income)
“Donations and legacies 45,000” — page 8
Per its FY2026 accounts as filed with the Charity Commission.
Reserves policy: £5,000 (reserves figure: £337k)
“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
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Administrative activities carried out by Marshall-Tufflex staff
“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
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Principal office at Marshall-Tufflex
“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
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Investments in Marshall-Tufflex
“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
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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 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

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE HOTSPUR TRUST1£18k
THE COLES-MEDLOCK FOUNDATION1£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MARGARETHE CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CHARLOTTE MARSHALL CHARITABLE TRUST£79k—0unclear—no doubt
THE MARGARETHE CHARITABLE TRUST FY2026£290k—0above—no doubt
CHAPEL TRUST MARYTON CARMEL FY2025£30k—0above—no doubt
E C GRAHAM'S CHARITABLE SETTLEMENT FY2026£188k—0unclear—no doubt
THE MAURICE MARKS CHARITABLE TRUST FY2025£102k—0unclear—no doubt
THE ROTHES CHARITABLE TRUST FY2025£148k—0above—no doubt

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