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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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.