THE KEN & LYNNE MORRISON CHARITABLE TRUST

Registered charity 1125586 · accounts filings on the Charity Commission register

To apply the income resources of the trust by making grants for the benefit of one or more charitable institutions or individuals, including but not restricted to people with a disability or special needs, education, training or for such other charitable purposes at the trustees discretion.

Objects

THE OBJECTS ARE TO PROMOTE IN THE UNITED KINGDOM SUCH PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL AT THEIR ABSOLUTE DISCRETION DETERMINE.THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY IN PROMOTING THE OBJECTS.

Area of benefit: UNDEFINED. IN PRACTICE, NATIONAL

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 · Education/training · Disability · Grant history (this charity is a funder) · Get email alerts

Registered contact address: North Yorkshire, Yorkshire and The Humber, England (from the postcode on the register)

Financial health, per its FY2023 accounts

The accounts state that the charity's unrestricted reserves total £1,402,311, which exceeds the estimated annual running cost of £75,000. The trustees confirm that the charity's assets are available and adequate to fulfil its obligations, with no material uncertainties regarding its ability to continue as a going concern.

Automated summary of the FY2023 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Robert Whowell & Partners LLP. 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~21.8 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 13.7% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• ANDREA SHELLEY
• LADY LYNNE CHRISTINA MORRISON · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE KEN AND EDNA MORRISON CHARITABLE TRUST.

• THE KEN AND EDNA MORRISON CHARITABLE TRUST income £184k
• G M MORRISON CHARITABLE TRUST income £384k
• THE S AND Y CHARITABLE TRUST income £113k
• THE LISTER CHARITABLE TRUST income £142k
• THE LAURENCE MODIANO CHARITABLE TRUST income £66k
• THE COLIN AND JANET MARSHALL TRUST income £130k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.