THE MULBERRY TRUST

Charity number: 263296
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A grant making trust with particular interest in charities in Essex, other areas in the UK are considered. Grants aim to strengthen family life from the very young to very old. Also Homelessness, Debt. advice and Promotion of Inter-faith work. Education, Research and the Arts where contributing to the aims listed above. No unsolicited applications or from individuals.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £73,335
Total expenditure: £415,675

People

7 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
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Essex

Governance

Registration history:
  • 23 November 1971: Standard registration
Organisation type:
Trust
Other names:
  • MULBERRY TRUST (Working name)
  • JOHN GRAHAM MARKS CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
TIMOTHY JOHN MARKS Chair 05 May 1999
None on record
Leonie Marks Trustee 11 November 2020
None on record
Susan Elizabeth Hilary Gow Trustee 17 October 2014
None on record
MR CHRIS MARKS Trustee 14 October 2004
THE P T C TRUST
Received: On time
THE C J M CHARITABLE TRUST
Received: On time
RUPERT PHILIP MARKS Trustee 14 October 2004
THE P T C TRUST
Received: On time
THE C J M CHARITABLE TRUST
Received: On time
WILLIAM ROBERT MARKS Trustee 14 October 2004
THE P T C TRUST
Received: On time
THE C J M CHARITABLE TRUST
Received: On time
CHARLES FREDERICK WOODHOUSE CVO DL Trustee 31 December 1992
None on record

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 £1.17m £73.72k £83.94k £73.63k £73.33k
Total expenditure £403.43k £471.57k £447.48k £463.45k £415.68k
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 £1.10m N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £987.14k N/A N/A N/A N/A
Income - Investment £76.05k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £379.61k N/A N/A N/A N/A
Expenditure - Raising funds £23.82k N/A N/A N/A N/A
Expenditure - Governance £34.45k N/A N/A N/A N/A
Expenditure - Grants institution £345.16k N/A N/A N/A N/A
Expenditure - Investment management £23.82k N/A N/A N/A N/A
Expenditure - Other £0 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 12 November 2025 On time
Accounts and TAR 05 April 2025 12 November 2025 On time Download Open in new window
Annual return 05 April 2024 10 December 2024 On time
Accounts and TAR 05 April 2024 10 December 2024 On time Download Open in new window
Annual return 05 April 2023 24 January 2024 On time
Accounts and TAR 05 April 2023 24 January 2024 On time Download Open in new window
Annual return 05 April 2022 15 November 2022 On time
Accounts and TAR 05 April 2022 15 November 2022 On time Download Open in new window
Annual return 05 April 2021 24 November 2021 On time
Accounts and TAR 05 April 2021 24 November 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.

TRUST DEED DATED 3RD SEPTEMBER 1971 as amended on 20 May 2020

Charitable objects

FOR SUCH CHARITABLE BODIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
FARRER & CO
65-66 LINCOLN'S INN FIELDS
LONDON
WC2A 3LH
Phone:
02033757000
Email:
secretarialservices@farrer.co.uk
Website:

No information available