Finance Score: -2

Governance Score: -2

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -4

THE MICHAEL MARSH CHARITABLE TRUST

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.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
On several occasions in recent years income has been less than spending

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
05/04/23		£114	£275	£-161	n/a	n/a	n/a	n/a	n/a
05/04/22		£109	£236	£-127	n/a	n/a	n/a	n/a	n/a
05/04/21		£99	£89	£10	n/a	n/a	n/a	n/a	n/a
05/04/20		£143	£275	£-132	n/a	n/a	n/a	n/a	n/a
05/04/19		£142	£680	£-538	n/a	n/a	n/a	n/a	n/a
05/04/18		£156	£350	£-194	£0	£0	£0	n/a	0
05/04/17		£169	£630	£-461	£0	£0	£0	n/a	0
05/04/16		£630	£630	£0	£0	£3,348	£0	n/a	0
05/04/15		£442	£442	£0	£0	£0	£0	n/a	0
05/04/14	*	£207	£207	£0	£0	£0	£0	n/a	0
05/04/13		£191	£191	£0	£0	£0	£0	n/a	0
05/04/12	*	£191	£191	£0	£0	£0	£0	n/a	0
05/04/11		£134	£134	£0	£0	£0	£0	n/a	0
05/04/10		£177	£177	£0	£0	£0	£0	n/a	0
05/04/09		£146	£146	£0	£0	£0	£0	n/a	0
05/04/08		£152	£152	£0	£0	£0	£0	n/a	0
05/04/07		£179	£179	£-1	£0	£0	£0	n/a	0
05/04/06	*	£86	£147	£-61	£0	£0	£0	n/a	0
05/04/05		£81	£99	£-17	£0	£0	£0	n/a	0
05/04/04	*	£71	£88	£-16	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 60 years

louise.ruane@michaelmarsh.org.uk

07812743485

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Coventry City, Dudley, Solihull, Staffordshire, Warwickshire, Wolverhampton, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

LEE NUTTALL, Other trusteeship: GOWLING WLG (UK) CHARITABLE TRUST,

PETER GARY BARBER, Other trusteeships: THE ROWLANDS TRUST, THE MONTAL CHARITABLE TRUST, THE DMF ELLIS CHARITABLE TRUST,

SUSAN BENNETT, Other trusteeship: KNOWLE DORRIDGE AND BENTLEY HEATH NEIGHBOURHOOD FORUM CIO,

Legal constitution

Charity registered in England & Wales on 29/05/1964, number: 220473

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR14: 1 days late, AR12: 2 days late, AR06: 19 days late, AR04: 130 days late,

Recent reorganisation events:

Asset transfer in from STANLEY SMITH CHARITABLE MEMORIAL FUND on 08/12/2023

Main office

PEAR TREE COTTAGE
YARRINGTON ROAD
ALFRICK
WORCESTER
WR6 5EX

Objectives

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

Defined Area of Benefit:

NATIONAL

Data Sources