The Marks Family Charitable Trust

Registered charity 263776 · accounts filings on the Charity Commission register · also known as THE SRM CHARITABLE TRUST

Makes donations to Charities at the discretion of the Trustees

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Religious Activities · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£158k

Latest spending

£273k

Registered

1972

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased by £316,609 to £7,025,208 due to a net loss on investments of £198,566 and total expenditure of £272,628. The trustees confirm the charity has adequate resources to continue as a going concern for the foreseeable future. No material uncertainties or risks to the charity's financial health were disclosed.

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

What the accounts disclose

Reserves policy: a level which, on investment, generates sufficient income to meet annual expenditure and cover management and administration costs and to respond to emergency applications for grants which arise from time to time (held: £7.0m)

“It is the policy of the charity to maintain unrestricted funds (free reserves) at a level which, on investment, generates sufficient income to meet annual expenditure and cover management and administration costs and to respond to emergency applications for grants which arise from time to time.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

LORD MARKS OF BROUGHTONchair
Dr Rebecca Marks
The Hon Mrs Miriam Ann Cooper

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
05/04/2025	£158k	£273k
05/04/2024	£136k	£260k
05/04/2023	£111k	£210k
05/04/2022	£98k	£195k
05/04/2021	£81k	£205k

Common questions

Is The Marks Family Charitable Trust financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £316,609 to £7,025,208 due to a net loss on investments of £198,566 and total expenditure of £272,628. The trustees confirm the charity has adequate resources to continue as a going concern for the foreseeable future. No material uncertainties or risks to the charity's financial health were disclosed. Its FY2025 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.

Funder	Similar charities funded	Amount to them
TACKLE AFRICA	1	£61k

Charities like this

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

THE MARK LEONARD TRUST income £1.3m
THE MARCIA AND ANDREW BROWN CHARITABLE TRUST income £301k
The Family Trust income £4.8m
THE MAURICE MARKS CHARITABLE TRUST income £102k
The Musk-Burton Family Trust income £160k
The Johnson Family Charitable Trust income £199k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
The Marks Family Charitable Trust	£158k	—	unclear	—	no doubt
THE MARK LEONARD TRUST FY2025	£1.3m	—	unclear	—	no doubt
THE MARCIA AND ANDREW BROWN CHARITABLE TRUST FY2025	£301k	—	unclear	—	no doubt
The Family Trust FY2024	£4.8m	—	unclear	—	no doubt
THE MAURICE MARKS CHARITABLE TRUST FY2025	£102k	—	unclear	—	no doubt
The Musk-Burton Family Trust FY2025	£160k	—	unclear	—	no doubt

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