THE OLIVER MORLAND CHARITABLE TRUST

Registered charity 1076213 · accounts filings on the Charity Commission register

Grants are made for the most part to Quaker charities. Some grants are made to charities in which the trustees have personal concerns. At present there is very little scope for helping new applications especially if they are beyond the westcountry

Objects

TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND SUCH PARTS OF THE CAPITAL THEREOF (WHICH THE TRUSTEES SHALL RAISE AS REQUIRED BY SALE OF THE REQUISITE PART OF THE TRUST FUND) TO OR FOR SUCH CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES AND IN SUCH SHARES AND PROPORTIONS AS THE SETTLOR SHALL AT ANY TIME OR TIMES AND FROM TIME TO TIME APPOINT AND AFTER THE DEATH OF THE SETTLOR AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE

Area of benefit: NOT DEFINED. IN PRACTICE UNITED KINGDOM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £2,697,604 to £2,508,497 due to a net outgoing resource of £189,107, driven by a loss on investments of £67,475. The charity holds no restricted funds and maintains cash at bank of £5,082. The trustees report that the investment portfolio value has reduced due to market volatility but remain cautious in their grants programme.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Investing charity funds policy and procedures

Trustees · trustee networks

• MRS KATE LOVELLchair
• CHARLOTTE MORLAND JONES
• David Pittard
• Eleanor Jaques
• JENNIFER PITTARD
• SIMON CLARENCE RUTTER
• SIMON PITTARD

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions