MARSHALEEN CHARITABLE TRUST

Charity number: 1173614
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The aim of the charity is to provide finance and material benefits to individuals and other charities providing animal welfare. Geographically activities will be centred upon the South Midlands. Primarily our assistance will be aimed at the smaller organisations operating within the animal welfare arena.

Income and expenditure

Data for financial year ending 01 June 2024

Total income: £26,644
Total expenditure: £38,236

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Animals
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Herefordshire
  • Sandwell
  • Shropshire
  • Staffordshire
  • Worcestershire

Governance

Registration history:
  • 29 June 2017: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Volunteer management
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
MALCOLM WESTBURY PLANT Chair 23 May 2017
None on record
Elise Victoria Ballard Mrs Trustee 01 June 2020
None on record
LESLEY ANNETTE PLANT Trustee 23 May 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 01/06/2020 01/06/2021 01/06/2022 01/06/2023 01/06/2024
Total gross income £0 £1.04m £208.68k £28.72k £26.64k
Total expenditure £0 £11.75k £22.25k £19.30k £38.24k
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 N/A £1.04m N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £0 N/A N/A N/A
Income - Other N/A £0 N/A N/A N/A
Income - Legacies N/A £1.04m N/A N/A N/A
Expenditure - Charitable activities N/A £1.75k N/A N/A N/A
Expenditure - Raising funds N/A £10.00k N/A N/A N/A
Expenditure - Governance N/A £0 N/A N/A N/A
Expenditure - Grants institution N/A £0 N/A N/A N/A
Expenditure - Investment management N/A £10.00k N/A N/A N/A
Expenditure - Other N/A £0 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 01 June 2024 24 March 2025 On time
Accounts and TAR 01 June 2024 24 March 2025 On time
Annual return 01 June 2023 26 March 2024 On time
Accounts and TAR 01 June 2023 28 March 2024 On time
Annual return 01 June 2022 20 April 2023 19 days late
Accounts and TAR 01 June 2022 20 April 2023 19 days late
Annual return 01 June 2021 20 January 2022 On time
Accounts and TAR 01 June 2021 30 March 2022 On time
Annual return 01 June 2020 02 September 2020 On time
Accounts and TAR 01 June 2020 02 September 2020 On time
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.

CIO - FOUNDATION Registered 29 Jun 2017

Charitable objects

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME BY MAKING GRANTS TO CHARITIES.

Contact information

Address:
11 Lodge Close
Bewdley
DY12 1DN
Phone:
01299400737
Email:
plant.malcolm@btinternet.com
Website:

No information available