**Charity commission number: 220473** 

## **THE MICHAEL MARSH CHARITABLE TRUST** 

**UNAUDITED ACCOUNTS FOR THE YEAR ENDED 5 APRIL 2025** 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **Contents** 

## **Page** 

1 Legal and administrative information 2-4 Trustees’ report 

5-6 Independent Examiner’s report to the Trustees 7 Statement of financial activities 8 Balance sheet 

9-16 Notes to the financial statements 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

**(created by a Deed of Declaration of Trust made on 18 August 1958 by Michael Leo Marsh who died 12 February 1993)** 

## **LEGAL AND ADMINISTRATIVE INFORMATION** 

**Registered Charity Number 220473 (England & Wales)** 

|Trustees|Peter Gary Barber|
|---|---|
||Lee Nuttall|
||Susan Lynn Bennett|
|Address|c/o Pear Tree Cottage|
||Yarrington Road|
||Alfrick|
||Worcestershire|
||WR6 5EX|
||Telephone: 07812 743 485|
|Bankers|Cater Allen|
||2 Triton Square|
||London|
||NW1 3DU|
|Solicitors|Mills & Reeve LLP|
||78-84 Colmore Row|
||Birmingham|
||B3 2AB|
|Independent Examiner|David Hoose FCA|
||Forvis Mazars LLP|
||First Floor|
||Two Chamberlain Square|
||Birmingham|
||B3 3AX|
|Investment Advisors|Canaccord Genuity Wealth Management|
||Slip House|
||Princes Drive|
||Worcester|
||WR1 2PG|



Page | 1 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **TRUSTEES' REPORT YEAR ENDED 5 APRIL 2025** 

The trustees present their report along with the financial statements of the Charity for the year ended 5 April 2025. 

## **CONSTITUTION AND OBJECTS** 

The Trust was created by a Deed of Declaration of Trust made by Michael Leo Marsh on 18 August 1958.  Mr Marsh died in 1993 and the Trust was named in his Will as the residuary beneficiary of his estate.  Mr Marsh’s wife died in 2001 and she had a life interest in a fund which reverted to the Charity on her death.  These funds were added on 30 January 2002. 

The Deed provides that the Trust Fund shall be held by the Trustees “upon trust to pay or apply the income of the Trust Fund and such parts of the capital thereof… as they shall from time to time think fit to or for such charitable institutions and charitable purposes and in such shares and proportions as… the Trustees shall from time to time in their absolute discretion determine.”  The Deed also provides that the Trust shall be known as “The Michael Marsh Charitable Trust”. 

## **ORGANISATION** 

The Trustees who have served during the year and since the year end are set out on page 1.  The Trustees have the power of appointing new trustees.  The Trustees meet at approximately 4 times a year to consider applications. 

When a new trustee is appointed, they will be briefed on their legal obligations under the charity and company law and informed of the Charity’s memorandum and articles of association, the decision-making process and the financial position.  Any relevant training is provided as required depending on the needs of the individual trustee. 

The day to day management of the charity is carried out by the Clerk to the Trust, by whom all applications for grants are co-ordinated and presented to the Trustees, together with all financial information at Trustees’ meetings. 

## **OBJECTIVES AND ACTIVITIES FOR THE PUBLIC BENEFIT** 

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Trust’s aims and objectives and in planning future activities and setting the grant making policy for the year. 

## **ACHIEVEMENTS** 

The Trustees awarded grants totalling £312,370 during the course of the financial year but withdrew a pledge of £350,000 to the University of Birmingham, listed individually on pages 12-16. 

## **GRANT-MAKING POLICY** 

The Trustees’ policy regarding donations is as follows: 

1. Grants are made to charities working in areas of Birmingham, Staffordshire, Worcestershire, Warwickshire, Coventry, Wolverhampton and associated towns in the Black Country. 

2. The Trustees do not consider applications for support from individuals, although they will consider applications submitted by charitable institutions on behalf of individuals. 

Page | 2 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **TRUSTEES' REPORT YEAR ENDED 5 APRIL 2025** 

3. The Trustees do not look to contribute to operating costs that could be met out of State resources. 

4. The following types of charities are not normally considered for grants: 

   - Animal 

   - Entertainment 

5. The Trustees seek to make a roughly equal division of funds between charities concerned with old people, children, the disabled, the poor and educational needs. 

## **RESERVES POLICY** 

In the light of letters of wishes written by Mr Marsh during his lifetime, the Trustees consider the investments and cash transferred to the Charity by Mr Marsh, his estate and Mrs Marsh’s fund to be expendable endowment.  The Trustees aim to spend all current income each year.  The Trustees do not consider it appropriate to hold any level of income reserves. Endowment reserves at 5[th] April 2025 were £2,912,564 (2024: £2,943,074) 

## **INVESTMENT POLICY AND PERFORMANCE** 

The Trustees have wide investment powers.  These are set out in the Trust Deed as follows: “Money liable to be invested hereunder may be paid or applied in the purchase of or in lending upon the security of any form of property whatsoever or wheresoever as if the Trustees were absolute owners thereof and whether or not the making of such payment or application amounts strictly to the investment of the money so paid or applied.” 

The Charity’s investment strategy is to maintain a balance between income generation and capital growth. The Trustees accept a moderate level of risk in pursuing this objective and this level of risk is defined in the agreement with the Charity’s investment managers. 

As at 5 April 2025, the portfolio was valued at £2,969,506 including cash held with the investment manager. Within this year, there were withdrawals amounting to a total value of £205,000.  After taking this into account, the portfolio fell by 6.23% compared to the FTSE 100 Index which rose by 1.82%. 

## **RISK MANAGEMENT** 

The Trustees have reviewed the major risks to which the Charity is exposed, in particular those relating to operations and finances, and are satisfied that the systems are in place to mitigate exposure to those risks. 

The major potential risks are theft, losses due to bad investments and fraudulent applications. 

The Charity’s investments are managed by a reputable firm of investment managers, currently Canaccord Genuity Wealth Management and the Trustees have an agreement in place with them which sets out the terms upon which they manage the investments and a detailed Statement of Guidance which sets out the Trustees’ investment policy and attitude towards the risk and risk management.  Canaccord Genuity Wealth Management report quarterly on 30 June, 30 September, 31 December and 31 March respectively. 

Cash is held in two places (in the name of the Charity); Trustees’ accounts at Cater Allen Bank and a Deposit Account at Canaccord Genuity Wealth Management.  No physical cash is held and funds are paid by bank transfer or by cheque, each payment requiring the appropriate authorised signatories.  Bank transfers need approval by two authorised signatories.  All trustees are authorised signatories. 

Page | 3 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **TRUSTEES' REPORT YEAR ENDED 5 APRIL 2025** 

Regarding the grant making procedure, applications are reviewed by the Trustees on a quarterly basis. Cheques and/or transfer requests are then made in favour of the successful applicants and circulated between the Trustees for their signatures. Bank transfers are authorised by the Trustees directly with Cater Allen Bank. Each successful applicant is asked to acknowledge safe receipt of their payments.  A bank reconciliation exercise is carried out on a quarterly basis before each Trustees’ meeting. 

## **TRUSTEES’ RESPONSIBILITES IN RELATION TO THE FINANCIAL STATEMENTS** 

The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the Charity’s financial activities during the year and of its financial position at the end of the year.  In preparing those financial statements, the Trustees are required to: 

- select suitable accounting policies and then apply them consistently; 

- make judgements and estimates that are reasonable and prudent; 

- state whether applicable accounting standards and statements of recommended practice have been followed subject to any departures disclosed and explained in the financial statements; and 

- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Charity will continue in business. 

The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011.  They are responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

> Approved by the Trustees on 24/08/2025 

…………………………………. Lee Nuttall (Aug 24, 2025 13:17:09 GMT+1) L Nuttall 

Page | 4 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES YEAR ENDED 5 APRIL 2025** 

I report on the financial statements of the charity for the year ended 5 April 2025, which are set out on pages 7 to 16. 

## **Respective responsibilities of trustees and examiner** 

The charity’s trustees are responsible for the preparation of the financial statements. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. 

## It is my responsibility to: 

- examine the financial statements under section 145 of the 2011 Act; 

- follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and 

- state whether particular matters have come to my attention. 

This report, including my statement, has been prepared for and only for the charity’s trustees as a body. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body for my examination work, for this report, or for the statements I have made. 

## **Basis of independent examiner’s report** 

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the financial statements present a ‘true and fair view’ and the report is limited to those matters set out in the statement below. 

## **Independent examiner’s statement** 

In connection with my examination, which is complete, no matters have come to my attention which give me reasonable cause to believe that in any material respect: 

- accounting records were not kept in respect of The Michael Marsh Charitable Trust in accordance with section 130 of the 2011 Act; or 

- the financial statements do not accord with those records; or 

- the financial statements do not comply with the applicable requirements concerning the form and content of financial statements set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the financial statements give a ‘true and fair’ view which is not a matter considered as part of an independent examination. 

Page | 5 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES** 

## **YEAR ENDED 5 APRIL 2025** 

I have no concerns and have come across no other matters in connection with the examination to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached. 

David Hoose (Aug 25, 2025 19:07:00 GMT+2) 

David Hoose FCA Forvis Mazars LLP Two Chamberlain Square, Birmingham, B3 3AX 

> Date: 25/08/2025 

Page | 6 



## **THE MICHAEL MARSH CHARITABLE TRUST STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 5 APRIL 2025** 

|**Note**<br>**Income**<br>Investment Income<br>2<br>**Expenditure**<br>On charitable activities<br>3<br>Exceptional expenditure – grant<br>withdrawn<br>3<br>**Net income/(expenditure) before**<br>**(losses)/gains on investments**<br>**Transfer to Endowment Funds**<br>**Transfer of Assets**<br>4<br>**Gains /(losses) on investments:**<br>6<br>**Net income /(expenditure) and**<br>**movement in funds**<br>**Balances brought forward at 6th April**<br>**2024**<br>**Balance carried forward at 5th April**<br>**2025**|**Unrestricted**<br>**Funds**<br>**Endowme**<br>**nt Funds**<br>**Total**<br>**Funds 2025**<br>Total<br>Funds 2024<br>**£**<br>**£**<br>**£**<br>£<br>125,515<br>-<br>**125,515**<br>**126,157**<br>(340,475)<br>-<br>**(340,475)**<br>**(560,305)**<br>350,000<br>**350,000**|
|---|---|
||135,040<br>-<br>**135,040**<br>**(434,148)**<br>(135,040)<br>135,040<br>**-**<br>**-**<br>4,648<br>**4,648**<br>**23,419**<br>-<br>(170,198)<br>**(170,198)**<br>**234,197**|
||-<br>(30,510)<br>**(30,510)**<br>**(176,532)**<br>-<br>2,943,074<br>**2,943,074**<br>**3,119,606**|
||-<br>2,912,564<br>**2,912,564**<br>**2,943,074**|



The notes on pages 9-16 form part of these accounts. 

All of the above results are derived from continuing activities. All gains and losses in the year are included in the above. 

Page | 7 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

|**BALANCE SHEET AS AT 5 APRIL 2025**<br>**Note**<br>**2025**<br>**£**<br>**Fixed Assets**<br>Quoted Investments<br>6<br>2,953,537<br>2,953,537<br>**Current Assets**<br>Cash on Current account at bank<br>32,067<br>Cash on Deposit at Stockbrokers<br>15,969<br>48,036<br>**Liabilities**<br>Amounts falling due within one year<br>7<br>39,009<br>**Net Current Liabilities**<br>9,027<br>**Total Assets less Current Liabilities**<br>2,962,564<br>**Liabilities**<br>Amounts falling due after more than one<br>year<br>8<br>50,000<br>**Total Assets less Total Liabilities**<br>2,912,564<br>**Funds**<br>Endowment<br>2,912,564|**BALANCE SHEET AS AT 5 APRIL 2025**<br>**Note**<br>**2025**<br>**£**<br>**Fixed Assets**<br>Quoted Investments<br>6<br>2,953,537<br>2,953,537<br>**Current Assets**<br>Cash on Current account at bank<br>32,067<br>Cash on Deposit at Stockbrokers<br>15,969<br>48,036<br>**Liabilities**<br>Amounts falling due within one year<br>7<br>39,009<br>**Net Current Liabilities**<br>9,027<br>**Total Assets less Current Liabilities**<br>2,962,564<br>**Liabilities**<br>Amounts falling due after more than one<br>year<br>8<br>50,000<br>**Total Assets less Total Liabilities**<br>2,912,564<br>**Funds**<br>Endowment<br>2,912,564|**BALANCE SHEET AS AT 5 APRIL 2025**<br>**Note**<br>**2025**<br>**£**<br>**Fixed Assets**<br>Quoted Investments<br>6<br>2,953,537<br>2,953,537<br>**Current Assets**<br>Cash on Current account at bank<br>32,067<br>Cash on Deposit at Stockbrokers<br>15,969<br>48,036<br>**Liabilities**<br>Amounts falling due within one year<br>7<br>39,009<br>**Net Current Liabilities**<br>9,027<br>**Total Assets less Current Liabilities**<br>2,962,564<br>**Liabilities**<br>Amounts falling due after more than one<br>year<br>8<br>50,000<br>**Total Assets less Total Liabilities**<br>2,912,564<br>**Funds**<br>Endowment<br>2,912,564|67,815<br>1,764|**2024**<br>**£**<br>3,354,718|
|---|---|---|---|---|
|||2,953,537<br>9,027||3,354,718<br>(336,644)|
||48,036<br>39,009||69,579<br>406,223||
||||||
|||2,962,564<br>50,000||3,018,074<br>75,000|
|||2,912,564||2,943,074|
|||2,912,564||2,943,074|



> **The financial statements were approved by the Trustees on** 24/08/2025 

Lee Nuttall (Aug 24, 2025 13:17:09 GMT+1) **L Nuttall** 

**…………………………………………** 

Page | 8 



**THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

## **1. ACCOUNTING POLICIES** 

## **a) Basis of Preparation** 

These financial statements have been prepared in accordance with the Statement of Recommended Practice for Charities (SORP (FRS 102 Section 1A)), in accordance with the Financial Reporting Standard (FRS) 102 Section 1A and the Charities Act 2011. These financial statements are prepared under the historical cost convention, as modified by the revaluation of listed investments to market value.  The Michael Marsh Charitable Trust meets the definition of a public benefit entity under the Charities SORP. 

## **b) Assessment of going concern** 

The Trustees consider that there are no material uncertainties about the Trust’s ability to continue as a going concern. 

With respect to the next reporting period, the most significant areas of uncertainty that affect the carrying value of assets held by the Trust are the level of investment return and the performance of investment markets (see the investment policy and performance and risk management sections of the Trustees’ annual report for more information). 

## **c) Judgements and estimations** 

Management has not made any significant judgements in the process of applying the accounting policies and there are no areas of estimation that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities. 

## **d) Cash flow exemption** 

A statement of Cash Flows has not been produced as the charity is within the small charity thresholds under Financial Reporting Standard (FRS) 102 Section 1A. 

## **e) Income** 

Income is included in the financial statements on the accruals basis, and is gross of any tax recoverable.  All income arose in the United Kingdom. 

## **f) Expenditure** 

Expenditure is recorded on the accruals basis.  The cost of irrecoverable value added tax is included with the expense item to which it relates.  The administration and management expenses represent the cost of the general administration functions of the Charity including the cost of administering the grant giving process and the investment management charges.  Grants payable are recognised as liabilities when they have been approved by the trustees.  In the unusual event that an approved grant is later withdraw this will be reversed through the expenditure.  Governance costs are made up of Independent Examiner’s fees. 

## **g) Listed Investments** 

Listed investments are included in the accounts at a value based on their mid-market prices at the balance sheet date. 

Unrealised gains or losses are recognised in the year in accordance with the provisions of SORP. 

Page | 9 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

## **h) Financial Instruments** 

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised by transaction value and subsequently measured at their settlement value. 

## **i) Funds** 

The Endowment fund represents the whole value of the fund which the Trustees consider is available to them for general grant making in accordance with the policy agreed by the Trustees. 

## **2. INVESTMENT INCOME** 

|Bank interest<br>Dividend receivable<br>**3. CHARITABLE ACTIVITIES**<br>Grants awarded (as schedule pages 12-15)<br>Pledged grant withdrawn<br>**Management and Administration Costs**<br>Administration costs<br>Investment management fees<br>**Governance Costs**<br>Independent examiner’s fees||**2025**<br>**£**<br>222<br>125,293<br>**125,515**<br>**2025**<br>**£**<br>312,370<br>(350,000)<br>5,676<br>19,609<br>2,820<br>**(9,525)**||**2024**<br>**£**<br>430<br>125,157|
|---|---|---|---|---|
|||||**126,157**|
|||||**2024**<br>**£**<br>533,700<br>-<br>5,760<br>18,145<br>2,700<br>**560,305**|



## **4. TRANSFER OF ASSETS** 

The trust has received a further £4,648 (2024: £23,419) from the Stanley Smith Memorial Trust. This is considered to be an expendable endowment.  These funds will be managed in the same way as the trust’s existing assets. 

## **5. TRUSTEES’ REMUNERATION** 

The Trustees receive no remuneration and do not claim any expenses. 

The Charity has no employees and therefore there are no staff costs. 

Page | 10 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

## **6. QUOTED INVESTMENTS** 

|Market value brought forward<br>Disposals<br>Acquisitions<br>Gain /(Loss) on investments<br> <br>Market value carried forward<br>Cost at year end|**2025**<br>**£**<br>3,354,717<br>(535,486)<br>304,504<br>(170,198)<br>**2,953,537**<br>**1,969,898**|**2024**<br>**£**<br>3,089,098<br>(326,289)<br>357,711<br>234,197<br>**3,354,717**|
|---|---|---|
|||**2,171,770**|



At 5 April 2025 the following holding was valued above 5% of the total value of the investment portfolio. 

||**Value (£)**|**% of Portfolio**|
|---|---|---|
|UK Treasury Gilt 4.25% SNR BDS 07/12/2027|236,091|7.99%|
|JP Morgan Global Growth & Income|226,550|7.67%|
|UK Treasury Gilt 4.5% BDS 07/06/2028|180,629|6.12%|
|Scottish Mortgage Investment Trust|177,882|6.02%|



## **7. LIABILITIES – amounts falling due within one year** 

|Independent examination fees<br>Investment management fees<br>Administration fees<br>Grants committed to:<br>University of Birmingham (Cancer Research)<br>University of Warwick (IntoUniversity)<br>Vintage Trains|**2025**<br>**£**<br>2,820<br>4,620<br>1,568<br>-<br>25,000<br>5,000<br>39,008|**2024**<br>**£**<br>2,700<br>5,078<br>945<br>350,000<br>25,000<br>-|
|---|---|---|
|||406,223|



Page | 11 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

## **8. LIABILITIES – amounts falling due after more than one year** 

|Grants committed to:<br>University of Warwick (IntoUniversity)|**2025**<br>**£**<br>50,000<br>50,000|**2024**<br>**£**<br>75.000|
|---|---|---|
|||75,000|



## **9. RELATED PARTY TRANSACTIONS** 

There are no related party transactions during the year ended 5[th] April 2025 or the prior year. 

## **10. GRANTS MADE DURING THE YEAR ENDED 5 APRIL 2025** 

||**2025**||**2024**||
|---|---|---|---|---|
||**£**|**£**|**£**|**£**|
|**Children / Young People**|||||
|15th Walsall (2nd Brownhills) Scout Group|2,000||-||
|38th Walsall Scout Group|-||950||
|Acorns Children's Hospice Trust|2,000||-||
|B:Music|-||3,500||
|Beyond the Horizon Charity|2,570||-||
|BID Services|3,000||2,500||
|British Disabled Angling Association|1,000||1,000||
|Carers Trust Heart of England|-||1,000||
|Childhood Eye Cancer Trust|3,000||-||
|City Year UK|2,500||-||
|Cyclists Fighting Cancer|2,500||3,000||
|ecobirmingham|2,000||2,000||
|Edward's Trust|-||1,000||
|Ex Cathedra|2,000||-||
|Free@Last|20,000||2,000||
|Funkykids|-||1,000||
|Grace Kelly Childhood Cancer Charity|-||2,000||
|Highly Sprung Performance|2,000||-||
|Howley Grange Scout Group|-||3,000||
|Insight CCS|3,000||-||
|KIDS|-||7,000||
|Kids Like Us|-||1,000||
|Let Us Play|2,000||-||
|Martineau Gardens|-||2,000||
|NAYC/Pioneer Centre|5,000||-||
|Over the Wall|2,500||3,000||
|Place2Be|-||2,000||



Page | 12 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

|Prison Fellowship<br>1,000<br>Railway Children<br>5,000<br>Read for Good<br>2,500<br>Saltmine Trust<br>-<br>Sandwell Asian Development Association<br>1,000<br>Sensory People<br>1,500<br>Severn Arts<br>2,000<br>Sport 4 Life UK<br>2,750<br>Sudden Productions<br>1,000<br>Tall Ships Youth Trust<br>-<br>The Birmingham Boys and Girls Union<br>-<br>The Friendship Project for Children<br>-<br>The Haven, Wolverhampton<br>-<br>The Open University<br>-<br>The Prince's Trust<br>-<br>Thrive<br>3,000<br>Tiny Tim's Children's Centre<br>3,000<br>YOU WM<br>-<br>**Education / Training**<br>MacIntyre<br>3,500<br>New College Worcester<br>1,500<br>Oak Tree Farm Rural Project<br>5,000<br>Orchestra of the Swan<br>3,000<br>Panathlon Foundation<br>-<br>Prisoners' Education Trust<br>2,500<br>The Jericho Foundation<br>-<br>The Royal National College for the Blind<br>5,000<br>Universify Education<br>2,500<br>University of Birmingham<br>100,000<br>University of Birmingham (Cancer Research)<br>(350,000)<br>West Midlands Quaker Peace Education Project<br>2,000<br>Wildgoose Rural Training<br>5,000|<br>-<br> <br>-<br> <br>-<br> <br>5,000<br> <br>1,000<br> <br>1,500<br> <br>-<br> <br>2,500<br> <br>1,000<br> <br>1,000<br> <br>1,100<br> <br>1,500<br> <br>1,000<br> <br>3,000<br> <br>2,500<br> <br>-<br> <br>1,500<br> <br>5,000<br>**79,820**<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>1,250<br> <br>2,500<br> <br>2,000<br> <br>-<br> <br>-<br> <br>-<br> <br>350,000<br> <br>2,000<br> <br>2,000<br>**(220,000)**|<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>|
|---|---|---|
|||**65,550**<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>|
|||**359,750**|



**Elderly / Old People** 

Page | 13 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

|Age UK Birmingham<br>-<br>Armonico Consort<br>2,000<br>Birmingham Care Group<br>1,000<br>Dementia UK<br>-<br>Heart of England Mencap<br>-<br>KEMP Hospice<br>5,000<br>VASA<br>-<br>**General Charitable Purposes**<br>291 Community Association<br>2,000<br>Acacia Family Support<br>1,500<br>Ashiana Community Project<br>2,000<br>Birmingham Cathedral Chapter<br>-<br>Birmingham Hospice<br>-<br>Birmingham Samaritans<br>-<br>CleanupUK<br>1,500<br>Corpus Christi Church<br>5,000<br>Crimestoppers Trust<br>-<br>Cruse Bereavement Support Worcestershire<br>-<br>Great Malvern Priory<br>-<br>Home from Hospital Care<br>-<br>Katharine House Hospice<br>1,750<br>Kingswood Trust<br>-<br>Kingswood Trust<br>3,000<br>Midlands Air Ambulance<br>2,500<br>PCC of Parish of St James, Fletchamstead<br>3,000<br>Primrose Hospice<br>1,000<br>Samaritans of Walsall & District<br>5,000<br>SSAFA, the Armed Forces Charity<br>-<br>St Germain's Wellbeing<br>1,500<br>St Luke's Gas Street Church<br>-<br>Staffordshire Search & Rescue Team<br>-<br>Support Through Court<br>-<br>The Compassionate Friends<br>-<br>University Hospitals Birmingham Charity<br>3,000<br>Vintage Trains<br>5,000<br>Wellbeing of Women<br>3,000<br>Worcestershire Acute Hospital Charity<br>-|<br>2,500<br> <br>-<br> <br>-<br> <br>1,500<br> <br>10,000<br> <br>2,500<br> <br>1,500<br>**8,000**<br> <br>-<br> <br>1,500<br> <br>-<br> <br>(5,000)<br> <br>5,000<br> <br>1,500<br> <br>-<br> <br>-<br> <br>2,500<br> <br>1,500<br> <br>7,500<br> <br>2,500<br> <br>-<br> <br>3,000<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>2,500<br> <br>-<br> <br>5,000<br> <br>2,000<br> <br>1,000<br> <br>1,500<br> <br>-<br> <br>-<br> <br>-<br> <br>1,000<br>**40,750**|<br> <br> <br> <br> <br> <br>|
|---|---|---|
|||**18,000**<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>|
|||**33,000**|



Page | 14 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

|**People with Disability**<br>Bipolar UK<br>1,500<br>Birmingham Disability Resource Centre<br>2,000<br>Birmingham PHAB Camps<br>2,500<br>Birmingham Royal Ballet<br>2,500<br>Brainstrust<br>2,000<br>Contact<br>-<br>Coundon Care at Allesley Park<br>-<br>CROW - Coventry Recycling of Waste<br>450<br>Designability<br>-<br>Family Care Trust<br>-<br>Frozen Light<br>2,000<br>Horatio's Garden<br>-<br>Kings Community Church<br>-<br>Motor Neurone Disease Association<br>-<br>Muscular Dystrophy Support Centre<br>-<br>NICE<br>1,200<br>Special Olympics City of Birmingham<br>450<br>The Sequal Trust<br>2,000<br>Unique - Rare Chromosome Disorder Support Group<br>-<br>Walsall Society for the Blind<br>1,200<br>Warwickshire Wheelchair Basketball Academy<br>3,000<br>**Relief of Poverty**<br>Bethel Health and Healing Network<br>-<br>Birmingham Community Healthcare NHS Foundation<br>Trust General Charity<br>-<br>Coventry Foodbank<br>-<br>Fareshare Midlands<br>-<br>FoodCycle<br>2,500<br>Independent Age<br>-<br>Joining Communities Together<br>-<br>Ladywood Community Project<br>5,000<br>Life 2009<br>1,000<br>Life Centre Stourbridge<br>3,000<br>Maggs Day Centre<br>5,000<br>Norton Hall Children and Family Centre<br>2,000<br>Refuge<br>1,000<br>Refugee and Migrant Centre<br>500<br>Rock UK Adventure Centres<br>1,000<br>Sandwell Homeless and Resettlement Project<br>-|<br>1,500<br> <br>1,000<br> <br>-<br> <br>2,500<br> <br>-<br> <br>1,000<br> <br>1,000<br> <br>-<br> <br>6,000<br> <br>2,100<br> <br>-<br> <br>1,000<br> <br>2,000<br> <br>1,500<br> <br>2,000<br> <br>-<br> <br>-<br> <br>1,000<br> <br>1,500<br> <br>-<br> <br>-<br>**20,800**<br> <br>2,500<br> <br>1,500<br> <br>5,000<br> <br>5,000<br> <br>2,500<br> <br>1,500<br> <br>2,000<br> <br>2,500<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>-<br> <br>1,200|<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>|
|---|---|---|
|||**24,100**<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>|



Page | 15 



## **THE MICHAEL MARSH CHARITABLE TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2025** 

|Spitfire Advice and Support Services<br>5,000<br>St Anne's Hostel<br>-<br>St Basil's<br>2,000<br>St Paul's Hostel<br>5,000<br>The Poppy Factory<br>-<br>The Royal Agricultural Benevolent Institution<br>-|<br>3,000<br> <br>2,000<br> <br>-<br> <br>-<br> <br>2,500<br> <br>2,100<br>**33,000**<br>**(37,630)**|<br> <br> <br> <br> <br>|
|---|---|---|
|||**33,300**|
|||**533,700**|



Page | 16 

