CHARLOTTE MARSHALL CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 6 November 1962
Removed: Not supplied
Financial period: 6 April 2025 – 5 April 2026
Latest income: £78,905
Latest expenditure: £81,327
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 55-65 Castleham Road, ST. LEONARDS-ON-SEA, East Sussex, TN38 9NU

02 Activities

What the charity does

The Trust was formed to distribute funds as to two thirds for educational, religious or other charitable purposes for Roman Catholics in the United Kingdom as the Trustess think just with the balance of the income distributed for charitable purposes in the United Kingdom all according to the Trustees discretion

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 February 2027
Date Annual Return Received: 10 August 2026
Date Accounts Received: 10 August 2026
Total Gross Income: £78,905
Total Gross Expenditure: £81,327

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 28 January 2026
Date Accounts Received: 28 January 2026
Total Gross Income: £78,884
Total Gross Expenditure: £81,327

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 23 October 2024
Date Accounts Received: 23 October 2024
Total Gross Income: £76,679
Total Gross Expenditure: £75,036

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 13 December 2023
Date Accounts Received: 13 December 2023
Total Gross Income: £76,679
Total Gross Expenditure: £76,820

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 19 December 2022
Date Accounts Received: 19 December 2022
Total Gross Income: £81,753
Total Gross Expenditure: £83,241

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Due Date: 5 February 2027
Ar Received Date: 10 August 2026
Total Gross Income: £78,905
Total Gross Expenditure: £81,327
Grant Making Is Main Activity: Yes
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: Yes
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 28 January 2026
Total Gross Income: £78,884
Total Gross Expenditure: £81,327
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 23 October 2024
Total Gross Income: £76,679
Total Gross Expenditure: £75,036
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 13 December 2023
Total Gross Income: £76,679
Total Gross Expenditure: £76,820
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 19 December 2022
Total Gross Income: £81,753
Total Gross Expenditure: £83,241
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

07 Official extract

Charity Event History

Charity Name: CHARLOTTE MARSHALL CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-11-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 5 SEPTEMBER 1962 AND SCHEME OF 8TH AUGUST 2002
Charitable Objects: TWO THIRDS OF TRUST FUND FOR EDUCATIONAL RELIGIOUS OR OTHER CHARITABLE PURPOSES FOR ROMAN CATHOLICS IN THE UNITED KINGDOM AS TRUSTEES THINK FIT. ONE THIRD OF TRUST FUND FOR SUCH CARITABLE PURPOSES IN UNITED KINGDOM AS TRUSTEES THINK FIT.
Area Of Benefit: NATIONAL

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures