THE C. AND J. B. MORRELL TRUST
The promotion, development, improvement, maintenance or furtherance of any educational establishment which may have been founded with a view to the creation of the University of York, or for the benefit of such other educational bodies as the Trustees may think fit.
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves stood at £3,121,009, which the Trustees consider sufficient and not excessive given the investment-led income model. The Trust generated £89,397 in investment income and incurred £20,383 in total expenditure, resulting in a net fund movement of £257,840. The Trustees report no material uncertainties regarding the Trust's ability to continue as a going concern.
What the accounts disclose
Trustees
- SUSAN LESLEY MENDUS CBEchair
- Jane Mary Haworth
- MARGARET ANNE MORRELL
- MARTIN DAVID MATRAVERS
- NICHOLAS CUTHBERT MORRELL
- OLIVIA HOLDEN MORRELL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £105k | £167k |
| 31/03/2024 | £89k | £20k |
| 05/04/2023 | £86k | £209k |
| 05/04/2022 | £73k | £30k |
| 05/04/2021 | £65k | £18k |
Common questions
Is THE C. AND J. B. MORRELL TRUST financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £3,121,009, which the Trustees consider sufficient and not excessive given the investment-led income model. The Trust generated £89,397 in investment income and incurred £20,383 in total expenditure, resulting in a net fund movement of £257,840. The Trustees report no material uncertainties regarding the Trust's ability to continue as a going concern. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MAYFAIR CHARITIES LIMITED | 1 | £21k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LAURENCE, NORTHFIELD BIRMINGHAM | 1 | £12k |
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £6k |
Charities like this
- THE GRANTHAM YORKE TRUST
- CORNELL UNIVERSITY FOUNDATION (UK) LIMITED
- WILLIAM PALMER COLLEGE EDUCATIONAL TRUST
- YORK CARES
- Bedford School Foundation Trust
- UK FRIENDS OF YALE UNIVERSITY LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE C. AND J. B. MORRELL TRUST | £105k | — | 0 | unclear | — | no doubt |
| THE GRANTHAM YORKE TRUST | £283k | — | 0 | unclear | — | no doubt |
| CORNELL UNIVERSITY FOUNDATION (UK) LIMITED | £2.7m | — | 0 | below | — | no doubt |
| WILLIAM PALMER COLLEGE EDUCATIONAL TRUST | £260k | — | 0 | unclear | — | no doubt |
| YORK CARES | £326k | £17,996 | 0 | unclear | — | no doubt |
| Bedford School Foundation Trust | £2.7m | — | 0 | above | — | no doubt |