THE WILLIE AND MABEL MORRIS CHARITABLE TRUST
The Charity consists of a portfolio of stock exchange investments and cash which produces an income. This income is used to make donations to other registered charities to be used for general charitable purposes, with an emphasis on supporting charities active in certain medical areas as specified in the governing document (namely cancer, heart trouble, neurological diseases, and arthritis).
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net outgoing resource of £79,524 for the year, driven by support costs and investment management fees exceeding incoming resources. The trustees confirm adequate assets are available to meet obligations and note no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The policy of the Trustees (which is to be reviewed annually) is to fully distribute all income received by the Charity, taking one year with another, so that no substantial reserve will be formed out of income.” — page 4
“Suzanne Jane Marriott, a Trustee, is an equity partner with Charles Russell Speechlys LLP. Alan Michael Bryant, a Trustee, was a senior associate with Charles Russell Speechlys LLP who retired from practice on 6 June 2018. Alan retired as a Trustee on 21 May 2024. Charles Russell Speechlys LLP is the administrator of and legal adviser to the Trust and fees were paid to Charles Russell Speechlys LLP during the period covered by this account as indicated in note 4 to the accounts.” — page 6
Trustees
- ANGELA MICHELLE TETHER
- Joshua Turner
- Phoebe Susan Lindsay Tether
- Suzanne Jane Marriott
- VERITY ANNE LINDSAY TETHER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £138k | £217k |
| 05/04/2024 | £156k | £179k |
| 05/04/2023 | £157k | £128k |
| 05/04/2022 | £149k | £133k |
| 05/04/2021 | £138k | £150k |
Common questions
Is THE WILLIE AND MABEL MORRIS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net outgoing resource of £79,524 for the year, driven by support costs and investment management fees exceeding incoming resources. The trustees confirm adequate assets are available to meet obligations and note no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WILLIE AND MABEL MORRIS CHARITABLE TRUST | £138k | — | 0 | above | — | no doubt |
| THE MORRIS CHARITABLE TRUST | £139k | — | 0 | above | — | no doubt |
| THE WILLIAMS CHARITABLE TRUST | £92k | — | 0 | unclear | — | no doubt |
| KENNETH MAURICE WILLIAMS WILL TRUST | £339k | — | 0 | unclear | — | no doubt |
| THE SAM MORLEY CHARITABLE TRUST | £127k | — | 0 | unclear | — | no doubt |
| THE MAHORO CHARITABLE TRUST | £947k | — | 0 | unclear | — | no doubt |