CHARITY OF JOHN MARSHALL

Charity number: 206780
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

a) to support as Patrons the parish church of Christ Church, Southwark; b) to make grants for the support of parsonages to dioceses of the Church of England and the Church in Wales; c) to make restoration and repair grants to Anglican churches in the three counties of Kent, Surrey and Lincolnshire; and d) 4% of the net income is made available to Marshall's Educational Foundation

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£1,421,266

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £1.37m
Other £50.25k

Total expenditure:
£1,444,381

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Raising funds £458.51k
Charitable activities £985.87k
Other £0

£505,685 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £458.51k
Charitable expenditure £985.87k

People

3 Employee(s)

14 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Religious Activities
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 October 1962: Standard registration
Organisation type:
Other
Other names:
  • MARSHALLS CHARITY (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Heather Kathleen McLaughlin Trustee 27 October 2023
None on record
Chibweka Kavindele Trustee 27 April 2023
MARSHALL'S EDUCATIONAL FOUNDATION
Received: On time
COMMUNITY LINKS TRUST LIMITED
Received: On time
Rebecca Shilling Trustee 22 April 2021
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, ISLINGTON
Received: On time
Ian Maxwell-Scott Trustee 22 April 2021
None on record
Eleanor Jean Lang Trustee 26 May 2017
BUNBURY CHARITABLE TRUST
Received: On time
CHARLES LEDSAM Trustee 24 April 2014
MARSHALL'S EDUCATIONAL FOUNDATION
Received: On time
ALASTAIR MICHAEL MOSS MA FRSA Trustee 18 April 2013
None on record
LESLEY BOSMAN BSC ACA Trustee 01 January 2008
None on record
Colonel ANTONY PAUL GUTHRIE TD DL FRIC Trustee 25 January 2007
THE QUEEN'S ROYAL SURREY REGIMENT COMBINED CHARITIES
Received: On time
Rev Jonathan Rust Trustee 21 October 2004
TEDDINGTON MISSION HUB
Received: On time
LEE ABBEY INTERNATIONAL STUDENTS' CLUB
Received: On time
SURBHI BEATRICE MALHOTRA-Trenkel BA Trustee 21 October 2004
None on record
JOHN ANTHONY NICHOLAS HEAWOOD Trustee 25 January 2001
None on record
WILLIAM DUNCAN EASON MA FC S I Trustee 22 July 1999
MARSHALL'S EDUCATIONAL FOUNDATION
Received: On time
Stephen Clark Trustee 23 July 1998
The 3H Foundation
Received: On time
THE MEDWAY LEAGUE OF FRIENDS
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.38m £1.22m £1.27m £1.34m £1.42m
Total expenditure £1.39m £846.17k £1.26m £1.18m £1.44m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.34m £1.18m £1.23m £1.29m £1.37m
Income - Other £41.00k £41.00k £41.00k £44.00k £50.25k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £991.07k £469.20k £925.72k £841.72k £985.87k
Expenditure - Raising funds £401.55k £376.97k £333.57k £339.61k £458.51k
Expenditure - Governance £9.57k £9.61k £10.86k £15.39k £17.10k
Expenditure - Grants institution £880.97k £351.14k £813.58k £728.01k £891.23k
Expenditure - Investment management £357.44k £330.51k £290.00k £296.02k £416.77k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £792.79k £22.03m £24.08m £22.05m £22.52m
Long-term investments £20.98m £0 £0 £0 £0
Other assets £1.29m £1.31m £1.16m £1.27m £1.36m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.08m £869.21k £853.15k £815.10k £899.76k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 09 September 2024 On Time
Accounts and TAR 31 December 2023 09 September 2024 On Time Download Open in new window
Annual return 31 December 2022 25 July 2023 On Time
Accounts and TAR 31 December 2022 25 July 2023 On Time Download Open in new window
Annual return 31 December 2021 04 May 2022 On Time
Accounts and TAR 31 December 2021 04 May 2022 On Time Download Open in new window
Annual return 31 December 2020 29 April 2021 On Time
Accounts and TAR 31 December 2020 29 April 2021 On Time Download Open in new window
Annual return 31 December 2019 28 May 2020 On Time
Accounts and TAR 31 December 2019 28 May 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

C.A. 1855, CONFIRMATION ACT 1909 AS AMENDED BY SCHEME DATED 16 MAY 2017 as amended on 27 Apr 2023

Charitable objects

FOR ECCLESIASTICAL PURPOSES (CHURCH OF ENGLAND AND CHURCH OF WALES) INCLUDING THE SUPPORT OF POOR LIVINGS. GRANTS TO NEW CHURCHES THROUGHOUT ENGLAND AND WALES AND FOR THE REPAIR RESTORATION OR IMPROVEMENT OF CERTAIN EXISTING CHURCHES IN COUNTIES OF KENT, SURREY OR LINCOLN. ANNUAL SUMS TO THE LECTURER OR PREACHER, THE ORGANIST AND SEXTON OF A CHURCH IN STAMFORD. ANNUAL GRANTS FOR THE BENEFIT OF THE PARISH CHURCH OF CHRISTCHURCH, SOUTHWARK, THE RELIGIOUS AND OTHER CHARITABLE WORK CONNECTED THEREWITH. (FOR DETAILS SEE GOVERNING INSTRUMENTS).

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
MARSHALLS CHARITY
66 NEWCOMEN STREET
LONDON
SE1 1YT
Phone:
02074072979
Email:
grantoffice@marshalls.org.uk
Website:

www.marshalls.org.uk Open in new window