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THE MULBERRY TRUST

Registered charity 263296 · accounts filings on the Charity Commission register · also known as JOHN GRAHAM MARKS CHARITABLE TRUST, MULBERRY TRUST

A grant making trust with particular interest in charities in Essex, other areas in the UK are considered. Grants aim to strengthen family life from the very young to very old. Also Homelessness, Debt. advice and Promotion of Inter-faith work. Education, Research and the Arts where contributing to the aims listed above.No unsolicited applications or from individuals.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Accommodation/housing · Religious Activities · Arts/culture/heritage/science · Get email alerts

Latest income
£73k
Latest spending
£416k
Registered
1971
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted expenditure exceeded unrestricted income by £315,533, with the shortfall met by transferring funds from endowment reserves. Per the trustees' report, the charity holds a designated reserve of £600,000 to cover grant-making commitments and overhead obligations in the event of a market downturn.

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

What the accounts disclose

Largest income source: Investment income (100% of income)
“Investment income of £73,335 was receivable during the year” — page 16
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: £600,000 (held: £600k)
“The trustees decided in December 2021 that the accounts should include a reserve of £600,000 cover grant making commitments and overhead obligations in the event of a market downturn having a significant impact on the Endowment Funds.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees Rupert Marks and Tim Marks are trustees of Pioneer Sailing Trust, to which the charity made a grant of £30,000.
“During the year the trustees made grants to charities which included £30,000 to Pioneer Sailing Trust (2024: £30,000). Mr Rupert Marks and Mr. Tim Marks are trustees of Pioneer Sailing Trust.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PKF Francis Clark. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2021)

Total income
£1.2m
Total spending
£403k
Cost of raising funds
£24k
Reserves (reported)
£4.7m
Employees
0

Trustees · trustee networks

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

Operates in: Essex

Income and spending

Financial year endIncomeSpending
05/04/2025£73k£416k
05/04/2024£74k£463k
05/04/2023£84k£447k
05/04/2022£74k£472k
05/04/2021£1.2m£403k

Common questions

Is THE MULBERRY TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted expenditure exceeded unrestricted income by £315,533, with the shortfall met by transferring funds from endowment reserves. Per the trustees' report, the charity holds a designated reserve of £600,000 to cover grant-making commitments and overhead obligations in the event of a market downturn. Its FY2025 accounts were audited by PKF Francis Clark.