THE MICHAEL MARSH CHARITABLE TRUST

Charity number: 220473
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants are broadly divided between charities helping old people children disabled the poor and educationally needy.Trustees favour grants to specific projects for locally based smaller charities but will also consider larger projects.Trustees will consider pledging a grant, subject to remaining project funding found by the charity.Generally applications for running costs will not be considered.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £125,515
Total expenditure: £340,475

People

3 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading 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:
  • General Charitable Purposes
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Dudley
  • Solihull
  • Staffordshire
  • Warwickshire
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 29 May 1964: Standard registration
  • 08 December 2023: Funds received from 247884 STANLEY SMITH CHARITABLE MEMORIAL FUND
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER GARY BARBER Trustee
THE MONTAL CHARITABLE TRUST
Received: On time
THE DMF ELLIS CHARITABLE TRUST
Received: On time
THE ROWLANDS TRUST
Received: On time
LEE NUTTALL Trustee
GOWLING WLG (UK) CHARITABLE TRUST
Received: On time
Susan Bennett Trustee
KNOWLE DORRIDGE AND BENTLEY HEATH NEIGHBOURHOOD FORUM CIO
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £99.40k £109.03k £114.15k £126.16k £125.52k
Total expenditure £89.11k £236.14k £275.30k £560.30k £340.48k
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

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 05 April 2025 28 August 2025 On time
Accounts and TAR 05 April 2025 28 August 2025 On time Download Open in new window
Annual return 05 April 2024 30 July 2024 On time
Accounts and TAR 05 April 2024 30 July 2024 On time Download Open in new window
Annual return 05 April 2023 11 October 2023 On time
Accounts and TAR 05 April 2023 11 October 2023 On time Download Open in new window
Annual return 05 April 2022 02 September 2022 On time
Accounts and TAR 05 April 2022 02 September 2022 On time Download Open in new window
Annual return 05 April 2021 02 August 2021 On time
Accounts and TAR 05 April 2021 02 August 2021 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.

DEED OF DECLARATION OF TRUST 18TH AUGUST 1958

Charitable objects

SUCH CHARITABLE INSTITUTIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL DETERMINE.

Area of benefit

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

NATIONAL

Contact information

Address:
c/o PEAR TREE COTTAGE
YARRINGTON ROAD
ALFRICK
WORCESTER
WR6 5EX
Phone:
07812743485
Email:
louise.ruane@michaelmarsh.org.uk
Website:

No information available