Charity commission number: 220473
THE MICHAEL MARSH CHARITABLE TRUST
UNAUDITED ACCOUNTS FOR THE YEAR ENDED 5 APRIL 2026
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 | |
| Three 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 2026
The trustees present their report along with the financial statements of the Charity for the year ended 5 April 2026.
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 £366,737 during the course of the financial year listed individually on pages 12-16.
GRANT-MAKING POLICY
The Trustees’ policy regarding donations is as follows:
-
Grants are made to charities working in areas of Birmingham, Staffordshire, Worcestershire, Warwickshire, Coventry, Wolverhampton and associated towns in the Black Country.
-
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 2026
-
The Trustees do not look to contribute to operating costs that could be met out of State resources.
-
The following types of charities are not normally considered for grants:
-
Animal
-
Entertainment
-
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 2026 were £3,064,990 (2025: £2,912,564)
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 2026, the portfolio was valued at £3,120,619 including cash held with the investment manager. Within this year, there were withdrawals amounting to a total value of £265,000. After taking this into account, the portfolio grew by 15.92% compared to the FTSE 100 Index which rose by 29.56%.
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 2026
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 24/06/2026
Lee Nuttall (Jun 24, 2026 12:06:27 GMT+1)
………………………………….
L Nuttall
Page | 4
THE MICHAEL MARSH CHARITABLE TRUST
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES YEAR ENDED 5 APRIL 2026
I report on the financial statements of the charity for the year ended 5 April 2026, 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 2026
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 (Jun 24, 2026 12:14:56 GMT+1)
David Hoose FCA Forvis Mazars LLP Three Chamberlain Square, Birmingham, B3 3AX
Date: 24/06/2026
Page | 6
THE MICHAEL MARSH CHARITABLE TRUST STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 5 APRIL 2026
| Note Income Investment Income 2 Expenditure On charitable activities 3 Exceptional expenditure – grant withdrawn 3 Net (expenditure)/income before gains/(losses) on investments Transfer from Endowment Funds Transfer of Assets 4 Gains /(losses) on investments: 6 Net income/(expenditure) and movement in funds Balances brought forward at 6th April 2025 Balance carried forward at 5th April 2026 |
Unrestricted Funds Endow- ment Funds Total Funds 2026 Total Funds 2025 £ £ £ £ 112,734 - 112,734 125,515 (394,916) - (394,916) (340,475) - - - 350,000 |
|---|---|
| (282,182) - (282,182) 135,040 282,182 (282,182) - - - - - 4,648 - 434,608 434,608 (170,198) |
|
| - 152,426 152,426 (30,510) - 2,912,564 2,912,564 2,943,074 |
|
| - 3,064,990 3,064,990 2,912,564 |
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 2026 Note 2026 £ Fixed Assets Quoted Investments 6 3,116,672 3,116,672 Current Assets Cash on Current account at bank 78,229 Cash on Deposit at Stockbrokers 3,948 82,177 Liabilities Amounts falling due within one year 7 103,859 Net Current (Liabilities)/Assets (21,682) Total Assets less Current Liabilities 3,094,990 Liabilities Amounts falling due after more than one year 8 30,000 Total Assets less Total Liabilities 3,064,990 Funds Endowment 3,064,990 |
THE MICHAEL MARSH CHARITABLE TRUST BALANCE SHEET AS AT 5 APRIL 2026 Note 2026 £ Fixed Assets Quoted Investments 6 3,116,672 3,116,672 Current Assets Cash on Current account at bank 78,229 Cash on Deposit at Stockbrokers 3,948 82,177 Liabilities Amounts falling due within one year 7 103,859 Net Current (Liabilities)/Assets (21,682) Total Assets less Current Liabilities 3,094,990 Liabilities Amounts falling due after more than one year 8 30,000 Total Assets less Total Liabilities 3,064,990 Funds Endowment 3,064,990 |
THE MICHAEL MARSH CHARITABLE TRUST BALANCE SHEET AS AT 5 APRIL 2026 Note 2026 £ Fixed Assets Quoted Investments 6 3,116,672 3,116,672 Current Assets Cash on Current account at bank 78,229 Cash on Deposit at Stockbrokers 3,948 82,177 Liabilities Amounts falling due within one year 7 103,859 Net Current (Liabilities)/Assets (21,682) Total Assets less Current Liabilities 3,094,990 Liabilities Amounts falling due after more than one year 8 30,000 Total Assets less Total Liabilities 3,064,990 Funds Endowment 3,064,990 |
32,067 15,969 |
2025 £ 2,953,537 |
|---|---|---|---|---|
| 3,116,672 (21,682) |
2,953,537 9,027 |
|||
| 82,177 103,859 |
48,036 39,009 |
|||
| 3,094,990 30,000 |
2,962,564 50,000 |
|||
| 3,064,990 | 2,912,564 | |||
| 3,064,990 | 2,912,564 |
The financial statements were approved by the Trustees on 24/06/2026
Lee Nuttall (Jun 24, 2026 12:06:27 GMT+1)
………………………………………… L Nuttall
Page | 8
THE MICHAEL MARSH CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2026
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 2026
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 Dividend receivable 3. CHARITABLE ACTIVITIES Grants awarded (as schedule pages 12-15) Pledged grant withdrawn Management and Administration Costs Administration costs Investment management fees Governance Costs Independent examiner’s fees |
2026 £ 56 112,678 112,734 2026 £ 366,737 - 6,181 19,058 2,940 394,916 |
2025 £ 222 125,293 |
||
|---|---|---|---|---|
| 125,515 | ||||
| 2025 £ 312,370 (350,000) 5,676 19,609 2,820 (9,525) |
4. TRANSFER OF ASSETS
During 2025 the trust received £4,648 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 2026
6. QUOTED INVESTMENTS
| Market value brought forward Disposals Acquisitions Gain /(Loss) on investments Market value carried forward Cost at year end |
2026 £ 2,953,537 (271,473) - 434,608 3,116,672 1,849,489 |
2025 £ 3,354,717 (535,486) 304,504 (170,198) |
|---|---|---|
2,953,537 |
||
| 1,969,898 |
At 5 April 2026 the following holding was valued above 5% of the total value of the investment portfolio.
| Value (£) | % of Portfolio | |
|---|---|---|
| Scottish Mortgage Investment Trust | 220,545 | 7.08% |
| UK Treasury Gilt 4.5% BDS 07/06/2028 | 178,214 | 5.72% |
| JP Morgan Global Growth & Income | 214,500 | 6.88% |
| UK Treasury Gilt 4.25% SNR BDS 07/12/2027 | 233,149 | 7.48% |
| Shell plc | 175,024 | 5.62% |
| Schroder Asian Income | 158,485 | 5.09% |
7. LIABILITIES – amounts falling due within one year
| 2026 | 2025 | |
|---|---|---|
| £ | £ | |
| Independent examination fees | 2,940 | 2,820 |
| Investment management fees | 4,729 | 4,620 |
| Administration fees | 1,290 | 1,569 |
| Grants committed to: | ||
| Acacia Family Support | 1,500 | - |
| African Cultural Exchange (ACE Dance and Music) | 5,000 | - |
| Beyond the Horizon Charity | 1,000 | - |
| Birmingham City Mission | 7,000 | - |
| Birmingham Diocesan Trust | 5,000 | - |
| Birmingham Disability Resource Centre | 2,000 | - |
| Castle Elim Church | 5,000 | - |
| Chris Westwood Charity | 2,000 | - |
| CleanupUK | 3,000 | - |
| Crackerjacks Children's Trust | 600 | - |
Page | 11
THE MICHAEL MARSH CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2026
| Gingerbread Haddon Charity for Performing Arts Re-engage Schoolreaders Simply Limitless Sir Josiah Mason Trust St Basil's Stage2 The King's Trust The Royal National College for the Blind The Swimming Teachers Association University of Warwick (IntoUniversity) Vintage Trains Where Next Association YSS |
5,000 800 2,000 2,500 2,000 5,000 3,000 2,000 3,000 2,500 2,500 25,000 - 2,500 5,000 103,859 |
- - - - - - - - - - - 25,000 5,000 - - |
|---|---|---|
| 39,009 |
8. LIABILITIES – amounts falling due after more than one year
| Grants committed to: Gingerbread University of Warwick (IntoUniversity) |
2026 £ 5,000 25,000 30,000 |
2025 £ - 50,000 |
|---|---|---|
| 50,000 |
9. RELATED PARTY TRANSACTIONS
There are no related party transactions during the year ended 5[th] April 2026 or the prior year.
10. GRANTS MADE DURING THE YEAR ENDED 5 APRIL 2026
| 2026 | 2025 | |||
|---|---|---|---|---|
| £ | £ | £ | £ | |
| Children / Young People | ||||
| 15th Walsall (2nd Brownhills) Scout Group | - | 2,000 | ||
| 1st Pelsall Scout Group (11th Walsall) | 2,500 | - | ||
| 38th Walsall Scout Group | 1,500 | - | ||
| Acorns Children's Hospice Trust | 5,000 | 2,000 | ||
| All Saints Youth Project | 2,000 | - | ||
| Beyond the Horizon Charity | 1,000 | 2,570 | ||
| BID Services | - | 3,000 | ||
| Bosnia and Herzegovina UK Network | 3,000 | - | ||
| Breaking Barriers | 2,500 | - |
Page | 12
THE MICHAEL MARSH CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2026
| British Disabled Angling Association | 1,255 | 1,000 |
|---|---|---|
| Chapter One | 2,000 | - |
| Childhood Eye Cancer Trust | - | 3,000 |
| City Year UK | - | 2,500 |
| Coventry City Mission | 1,000 | - |
| Crackerjacks Children's Trust | 600 | - |
| Create (Arts) Ltd | 3,000 | - |
| Cyclists Fighting Cancer | 2,500 | 2,500 |
| Designability | 7,000 | - |
| Douglas Macmillan Hospice | 2,000 | - |
| ecobirmingham | - | 2,000 |
| Edward's Trust | 1,000 | - |
| Ex Cathedra | - | 2,000 |
| Free@Last | - | 20,000 |
| Haddon Charity for Performing Arts | 800 | - |
| Highly Sprung Performance | - | 2,000 |
| Home-start Birmingham North and Inner City | 5,000 | - |
| Insight CCS | - | 3,000 |
| Let Us Play | - | 2,000 |
| Martineau Gardens | 2,000 | - |
| NAYC/Pioneer Centre | - | 5,000 |
| OCD Action | 2,500 | - |
| Over the Wall | 5,000 | 2,500 |
| Personal Best Foundation | 2,000 | - |
| Prison Fellowship | - | 1,000 |
| Railway Children | - | 5,000 |
| Read for Good | 2,500 | 2,500 |
| Sandwell Asian Development Association | - | 1,000 |
| Sandwell Youth in Action | 3,000 | - |
| Sensory People | - | 1,500 |
| Severn Arts | - | 2,000 |
| Shine Out of School Clubs | 1,500 | - |
| Sir Josiah Mason Trust | 5,000 | - |
| Sport 4 Life UK | - | 2,750 |
| Sport 4 Life UK | 3,000 | - |
| Stage2 | 2,000 | - |
| Street Teams | 2,000 | - |
| Sudden Productions | 1,500 | 1,000 |
| The Birmingham Boys and Girls Union | 960 | - |
| The Heart of England Forest | 2,500 | - |
| The King's Trust | 6,000 | - |
| Theodora Children's Charity | 1,000 | - |
| Thrive | - | 3,000 |
Page | 13
THE MICHAEL MARSH CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2026
| Tiny Tim's Children's Centre 3,750 Wolverhampton Youth Zone 2,000 Education / Training African Cultural Exchange (ACE Dance and Music) 5,000 Community Safety Education 1,100 Engineering Development Trust 4,300 Environmental Vision (Envision) 5,000 Home-Start South Warwickshire 2,000 MacIntyre - New College Worcester 1,200 Oak Tree Farm Rural Project - Orchestra of the Swan - Peacemakers 2,500 Positive Youth Foundation 3,800 Prisoners' Education Trust 2,500 Schoolreaders 2,500 Seven Up Charity 2,500 The Countryside Alliance Foundation 1,500 The Royal National College for the Blind 2,500 The Swimming Teachers Association 2,500 Universify Education - University of Birmingham 75,000 University of Birmingham (Cancer Research) - West Midlands Quaker Peace Education Project - Wildgoose Rural Training 5,000 Elderly / Old People Age UK Birmingham 3,000 Armonico Consort - Birmingham Care Group - Coundon Care Seniors Club 1,000 KEMP Hospice - Re-engage 2,000 Royal Star and Garter 2,000 Simply Limitless 2,000 General Charitable Purposes 291 Community Association - Acacia Family Support 1,500 |
3,000 - 91,865 - - - - - 3,500 1,500 5,000 3,000 - - 2,500 - - - 5,000 - 2,500 100,000 (350,000) 2,000 5,000 118,900 - 2,000 1,000 - 5,000 - - - 10,000 2,000 1,500 |
|
|---|---|---|
| 79,820 |
||
| (220,000) |
||
| 8,000 |
Page | 14
THE MICHAEL MARSH CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2026
| Ashiana Community Project - Birmingham Diocesan Trust 5,000 Castle Elim Church 5,000 CleanupUK 5,000 Corpus Christi Church - Escape Arts 3,000 Home-Start Tameside Birmingham 1,200 Katharine House Hospice - Kingswood Trust 1,000 MECC Trust 3,000 Midlands Air Ambulance - Misfits Music Foundation 1,000 Nuture Families 2,000 PCC of Parish of St James, Fletchamstead - Primrose Hospice - Rennie Grove Peace Hospice 500 Samaritans of Walsall & District - St Anne's Hostel 900 St Germain's Wellbeing - St John Ambulance 5,000 Support Through Court 1,500 Tenbury Community Pool 3,000 The Choir with No Name 4,000 University Hospitals Birmingham Charity - Vintage Trains - Walking with the Wounded 2,000 Wellbeing of Women - People with Disability Batten Disease Family Association 1,750 Bipolar UK 2,000 Birmingham Disability Resource Centre 2,000 Birmingham PHAB Camps 2,500 Birmingham Royal Ballet 2,500 Brainstrust - Carers Trust Heart of England 1,000 Chris Westwood Charity 2,000 CROW - Coventry Recycling of Waste 400 Cystic Fibrosis Care 1,272 Disability Snowsport UK 1,600 Frozen Light - Ladies Fighting Breast Cancer 2,500 |
2,000 - - 1,500 5,000 - - 1,750 3,000 - 2,500 - - 3,000 1,000 - 5,000 - 1,500 - - - - 3,000 5,000 - 3,000 44,600 - 1,500 2,000 2,500 2,500 2,000 - - 450 - - 2,000 - |
|
|---|---|---|
| 40,750 |
Page | 15
THE MICHAEL MARSH CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 5 APRIL 2026
| LimbPower NICE Open Theatre Company Special Olympics City of Birmingham The Sequal Trust Unique - Rare Chromosome Disorder Support Group Walsall Society for the Blind Warwickshire Vision Support Warwickshire Wheelchair Basketball Academy Where Next Association Relief of Poverty Birmingham City Mission Catshill Baptist Church - Foodbank Fareshare Midlands FoodCycle Gingerbread Holmcroft Youth & Community Centre Kairos Women Working Together Ladywood Community Project Life Life 2009 Life Centre Stourbridge Maggs Day Centre Norton Hall Children and Family Centre Provision House Refuge Refugee and Migrant Centre Rock UK Adventure Centres Sandwell Churches' Link Spitfire Advice and Support Services St Basil's St Paul's Hostel YSS Total |
2,600 - 1,000 250 - 3,000 - 1,500 - 2,500 7,000 5,000 5,000 2,500 15,000 3,000 5,000 2,500 1,000 - - - 2,000 5,000 - - - 5,000 5,000 3,000 - 5,000 |
30,372 71,000 366,737 |
- 1,200 - 450 2,000 - 1,200 - 3,000 - - - - 2,500 - - - 5,000 - 1,000 3,000 5,000 2,000 - 1,000 500 1,000 - 5,000 2,000 5,000 - |
|
|---|---|---|---|---|
| 20,800 33,000 |
||||
| (37,360) |
Page | 16