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THE WILLIE AND MABEL MORRIS CHARITABLE TRUST

Registered charity 280554 · accounts filings on the Charity Commission register

Latest income
£138k
Latest spending
£217k
Registered
1980
Accounts read
FY2025

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

Reserves policy: fully distribute all income received by the Charity, taking one year with another, so that no substantial reserve will be formed out of income (held: £5.3m)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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?

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.

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.

FunderSimilar charities fundedAmount to them
THE ROZAC CHARITABLE TRUST1£9k

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Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MORRIS CHARITABLE TRUST.