THE MARTIN JAMES FOUNDATION

Charity number: 1179016
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Martin James Foundation has been set up with one aim in mind, to make long-term improvements to the lives of children and their families globally. The work carried out by the Martin James Foundation, will lead to the development and promotion of best practice in family-based and trauma-informed care services.

Income and expenditure

Data for financial year ending 30 June 2025

Total income:
£87,823,000

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Donations and legacies £137.00k
Charitable activities £86.83m
Other trading activities £0
Investments £712.00k
Other £143.00k

Total expenditure:
£84,757,000

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Raising funds £0
Charitable activities £84.69m
Other £69.00k

£0 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £69.00k
Charitable expenditure £84.69m
Retained for future use £3.07m

People

989 Employee(s)

5 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 50
£70k to £80k 33
£80k to £90k 16
£90k to £100k 9
£100k to £110k 9
£110k to £120k 19
£200k to £250k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England
  • Australia
  • Cambodia
  • Canada
  • Ghana
  • India
  • Madagascar
  • New Zealand
  • Rwanda
  • Tanzania
  • Thailand
  • Uganda

Governance

Registration history:
  • 02 July 2018: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Carolyn Housman Chair 07 October 2025
None on record
Rene van der Kooij Trustee 08 May 2024
None on record
Grace Wanjiku Njeri Trustee 08 May 2024
None on record
Kenneth John Thompson Trustee 13 March 2023
None on record
Maria Heckel Trustee 14 March 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 30/06/2024 30/06/2025
Total gross income £57.58m £59.97m £68.46m £76.66m £87.82m
Total expenditure £55.42m £58.80m £66.71m £74.53m £84.76m
Income from government contracts £283.33k £419.72k £353.70k N/A N/A
Income from government grants £28.70m £33.88m £34.91m £86.57k N/A
Income - Donations and legacies £968.10k £147.49k £85.31k £234.00k £137.00k
Income - Other trading activities £137.90k £0 £0 £0 £0
Income - Charitable activities £56.45m £59.57m £68.07m £75.36m £86.83m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £13.25k £4.73k £262.00k £535.00k £712.00k
Income - Other £7.18k £251.91k £43.27k £529.00k £143.00k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £55.39m £58.76m £61.83m £74.45m £84.69m
Expenditure - Raising funds £0 £0 £6.01k £12.00k £0
Expenditure - Governance £221.01k £249.00k £332.00k £320.75k £330.27k
Expenditure - Grants institution £0 £0 £303.02k £378.15k £623.02k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £30.21k £38.25k £4.87m £62.00k £69.00k

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 30/06/2021 30/06/2022 30/06/2023 30/06/2024 30/06/2025
Own use assets £3.85m £4.08m £3.67m £3.36m £3.46m
Long-term investments £8.91k £9.57k £8.93k £9.00k £8.00k
Other assets £11.64m £14.29m £14.68m £20.14m £24.43m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £9.32m £10.70m £9.56m £12.64m £14.92m

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 30 June 2025 27 March 2026 On time
Accounts and TAR 30 June 2025 27 March 2026 On time Download Open in new window
Annual return 30 June 2024 30 April 2025 On time
Accounts and TAR 30 June 2024 10 May 2025 10 days late Download Open in new window
Annual return 30 June 2023 30 April 2024 On time
Accounts and TAR 30 June 2023 30 April 2024 On time Download Open in new window
Annual return 30 June 2022 27 April 2023 On time
Accounts and TAR 30 June 2022 27 April 2023 On time Download Open in new window
Annual return 30 June 2021 29 April 2022 On time
Accounts and TAR 30 June 2021 29 April 2022 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.

CIO - FOUNDATION Registered 02 Jul 2018 as amended on 16 Sep 2019

Charitable objects

THE OBJECT OF THE CIO IS, FOR THE PUBLIC BENEFIT, THE RELIEF OF THOSE IN NEED BY REASON OF THEIR POVERTY, FINANCIAL HARDSHIP, YOUTH, AGE, INFIRMITY, PHYSICAL OR MENTAL DISTRESS OR SUFFERING, SOCIAL OR ECONOMIC CIRCUMSTANCES (INCLUDING AS A RESULT OF WAR, NATURAL DISASTER, TROUBLE OR CATASTROPHE) EITHER GENERALLY OR INDIVIDUALLY AMONGST CHILDREN, YOUNG PEOPLE AND FAMILIES IN THE UK AND WORLDWIDE

Contact information

Address:
Unit 4
The School Yard
106 High Street
Harborne
Birmingham
Phone:
0121 7161340
Email:
info@martinjames.foundation
Website:

www.martinjames.foundation Open in new window