01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 29 June 2017
- Removed
- Not supplied
- Financial period
- 2 June 2024 – 1 June 2025
- Latest income
- £28,811
- Latest expenditure
- £27,051
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: 11 Lodge Close, Bewdley, DY12 1DN
02 Activities
What the charity does
The aim of the charity is to provide finance and material benefits to individuals and other charities providing animal welfare. Geographically activities will be centred upon the South Midlands. Primarily our assistance will be aimed at the smaller organisations operating within the animal welfare arena.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 2 June 2024
- Fin Period End Date
- 1 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 1 April 2026
- Date Annual Return Received
- 27 March 2026
- Date Accounts Received
- 27 March 2026
- Total Gross Income
- £28,811
- Total Gross Expenditure
- £27,051
- Fin Period Start Date
- 2 June 2023
- Fin Period End Date
- 1 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 1 April 2025
- Date Annual Return Received
- 24 March 2025
- Date Accounts Received
- 24 March 2025
- Total Gross Income
- £26,644
- Total Gross Expenditure
- £38,236
- Fin Period Start Date
- 2 June 2022
- Fin Period End Date
- 1 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 1 April 2024
- Date Annual Return Received
- 26 March 2024
- Date Accounts Received
- 28 March 2024
- Total Gross Income
- £28,719
- Total Gross Expenditure
- £19,301
- Fin Period Start Date
- 2 June 2021
- Fin Period End Date
- 1 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 1 April 2023
- Date Annual Return Received
- 20 April 2023
- Date Accounts Received
- 20 April 2023
- Total Gross Income
- £208,683
- Total Gross Expenditure
- £22,251
- Fin Period Start Date
- 2 June 2020
- Fin Period End Date
- 1 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 1 April 2022
- Date Annual Return Received
- 20 January 2022
- Date Accounts Received
- 30 March 2022
- Total Gross Income
- £1,040,000
- Total Gross Expenditure
- £11,748
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 2 June 2024
- Fin Period End Date
- 1 June 2025
- Ar Due Date
- 1 April 2026
- Ar Received Date
- 27 March 2026
- Total Gross Income
- £28,811
- Total Gross Expenditure
- £27,051
- 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
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 2 June 2023
- Fin Period End Date
- 1 June 2024
- Ar Due Date
- 1 April 2025
- Ar Received Date
- 24 March 2025
- Total Gross Income
- £26,644
- Total Gross Expenditure
- £38,236
- 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
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 2 June 2022
- Fin Period End Date
- 1 June 2023
- Ar Due Date
- 1 April 2024
- Ar Received Date
- 26 March 2024
- Total Gross Income
- £28,719
- Total Gross Expenditure
- £19,301
- 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
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 2 June 2021
- Fin Period End Date
- 1 June 2022
- Ar Due Date
- 1 April 2023
- Ar Received Date
- 20 April 2023
- Total Gross Income
- £208,683
- Total Gross Expenditure
- £22,251
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 2 June 2020
- Fin Period End Date
- 1 June 2021
- Ar Due Date
- 1 April 2022
- Ar Received Date
- 20 January 2022
- Total Gross Income
- £1,040,000
- Total Gross Expenditure
- £11,748
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- No
- 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
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 2 June 2020
- Fin Period End Date
- 1 June 2021
- Ar Due Date
- 1 April 2022
- Ar Received Date
- 20 January 2022
- Income Donations And Legacies
- 1040000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 1040000
- Income Legacies
- 1040000
- Income Endowments
- 0
- Expenditure Raising Funds
- £10,000
- Expenditure Charitable Expenditure
- £1,748
- Expenditure Other
- 0
- Expenditure Total
- 11748
- Expenditure Investment Management
- 10000
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 12000
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -1476
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 988524
- Assets Own Use
- 0
- Assets Long Term Investment
- 988524
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £39,452
- Assets Total Liabilities
- £1,200
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,026,776
- Creditors One Year Total Current
- 1200
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £39,452
- Funds Endowment
- 0
- Funds Unrestricted
- 1026776
- Funds Restricted
- 0
- Funds Total
- 1026776
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Shropshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sandwell
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Worcestershire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Herefordshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Staffordshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 111
- Classification Type
- What
- Classification Description
- Animals
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
08 Official extract
Charity Event History
- Charity Name
- MARSHALEEN CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2017-06-29T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 29 Jun 2017
- Charitable Objects
- THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME BY MAKING GRANTS TO CHARITIES.
10 Official extract
Charity Policy
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints handling
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures