Finance Score: 3

Governance Score: 1

Support Score: 2

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Fundraising costs low: +3

Only 3 Trustees: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 6

THE MARCHUS TRUST

The trustees intend to advance culture and the arts by sponsoring musical work, sponsoring performances of music and education in music, commissioning art. They also intend to advance the education of architect, the study of architecture by sponsoring lecture series, awards, exhibitions, travel. the development or construction of buildings or their parts for music or architectural use.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £11,766,780 available, equivalent to 257 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£3,342	£550	£2,792	£0	£11,767	£11,767	256.8	3
31/03/22		£1,097	£367	£729	£0	£9,478	£9,478	309.6	3
31/03/21		£554	£256	£298	£0	£8,432	£8,432	395.3	3
31/03/20		£1,908	£254	£1,654	£0	£6,446	£6,446	304.3	3
31/03/19		£1,889	£99	£1,791	£0	£5,644	£5,644	685.9	3
31/03/18		£857	£80	£777	£0	£3,735	£3,735	562.5	3
31/03/17		£277	£53	£224	£0	£0	£0	n/a	0
31/03/16	*	£934	£111	£823	£0	£2,394	£2,394	259.1	0
31/03/15		£619	£44	£575	£7	£1,673	£1,673	455.8	0
31/03/14		£157	£29	£127	£0	£0	£0	n/a	0
31/03/13	*	£91	£16	£75	£0	£0	£0	n/a	0
31/03/12	*	£744	£10	£734	£5	£743	£743	922	0
31/03/11	*	£5	£0	£5	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.9%
Fundraising Costs/Total Spending: 10.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 256.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 22.7

Asset Split ?

Established: 14 years

02089886100

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

3 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - YSSP LIMMITED
£6,511	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - YSSP
£1,500	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Gender Split

SPENCER DE GREY CBE RA (Chair)

CAROLINE REEKIE, Other trusteeship: WILMINGTON TRUST,

LUCY DE GREY, Other trusteeships: THE STOCKWELL PARTNERSHIP LIMITED, SHADWELL OPERA LIMITED,

Legal constitution

Charity registered in England & Wales on 03/09/2010, number: 1137768

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

13 returns made; AR16: 0 days late, AR13: 0 days late, AR12: 27 days late, AR11: 30 days late,

Main office

Barnes Roffe Llp
Leytonstone House
3 Hanbury Drive
Leytonstone
LONDON

Objectives

THE ADVANCEMENT OF CULTURE AND THE ARTS PARTICULARLY BUT NOT EXCLUSIVELY THROUGH SPONSORING OR COMMISSIONING MUSICAL WORKS, PERFORMANCES, AND THE DEVELOPMENT OF CONSTRUCTION OF BUILDINGS OR PARTS OF BUILDINGS FOR MUSIC AND OTHER ART FORMS; ANDTHE ADVANCEMENT OF EDUCATION

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources