Charity Accounts Intelreading the accounts so you don’t have to

THE C J M CHARITABLE TRUST

Registered charity 802325 · accounts filings on the Charity Commission register

Makes grants to other charities primarily involved in community and social matters.

Objects

THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR FOR SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Get email alerts

Latest income
£100k
Latest spending
£162k
Registered
1989
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total income was £99,835.29 against expenditure of £162,455.53, resulting in a net decrease in funds. However, the charity holds substantial net assets of £2,223,589.56, primarily in an endowment fund, which the trustees consider sufficient to mitigate risks regarding investment fluctuations.

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

What the accounts disclose

Reserves policy: not required to retain reserves for any specific purpose (held: £153k)
“In accordance with the charity's reserve policy, the trustees are not required to retain reserves for any specific purpose.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan from Mr CJ Marks written off as donation
“At the year end, a loan from Mr CJ Marks had a balance of £nil (2024: £34,523) due to it being written off in the year and being treated as a donation to the charity.” — page 11
“During the year the trust incurred fees of £19,608 (2024: £6,936) for legal services from Farrer & Co LLP. Farrer & Co LLP is related to Farrer & Co Trust Corporation Ltd.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Legal fees paid to Farrer & Co LLP, related to trustee corporate entity
“At the year end, a loan from Mr CJ Marks had a balance of £nil (2024: £34,523) due to it being written off in the year and being treated as a donation to the charity.” — page 11
“During the year the trust incurred fees of £19,608 (2024: £6,936) for legal services from Farrer & Co LLP. Farrer & Co LLP is related to Farrer & Co Trust Corporation Ltd.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Charity Commission inquiry

The Charity Commission opened a statutory inquiry into The C J M Charitable Trust due to persistent failures to submit accounts and trustees' inability to comply with legal duties. The inquiry will examine the extent of misconduct and mismanagement in the charity's administration.
The report states the charity was placed in a 'double defaulter' class inquiry for failing to file documents for two years.
“The charity was placed in the Commission’s ‘double defaulter’ class inquiry for charities that have failed to file their annual documents for two or more years in the last five years.”
The report states the charity fell into further default, leading to a standalone statutory inquiry.
“During this inquiry, the charity fell into further default with its reporting, and the decision was taken to continue engagement with the charity in a standalone statutory inquiry”
The report states trustees demonstrated unwillingness or inability to comply with legal duties.
“trustees have consistently demonstrated that they are either unwilling or unable to comply with their legal duties.”
Per the Commission’s published report. Summary is automated; the official report is authoritative.

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.

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/09/2025£100k£162k
30/09/2024£72k£187k
30/09/2023£58k£41k
30/09/2022£433k£119k
30/09/2021£298k£82k

Common questions

Is THE C J M CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total income was £99,835.29 against expenditure of £162,455.53, resulting in a net decrease in funds. However, the charity holds substantial net assets of £2,223,589.56, primarily in an endowment fund, which the trustees consider sufficient to mitigate risks regarding investment fluctuations. Its FY2025 accounts were independently examined.