THE KEN AND EDNA MORRISON CHARITABLE TRUST
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
GENERAL CHARITABLE PURPOSES
Financial health, per its FY2025 accounts
The accounts state that the Trust's unrestricted funds decreased by £347,694 to £5,647,392 due to significant investment losses, despite a surplus on income and expenditure. Per the trustees' report, the Trust has adequate assets to meet its obligations and no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“The trustees intend to distribute the net incoming resources, which relate to investment income and realised gains/losses, arising from year to year, although the trustees have the power to accumulate all or part of such incoming resources for investment purposes or future grant making as they see fit.” — page 5
Policies the charity declares
- 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)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Trustees
- ELEANOR MARIE KERNIGHAN
- William Morrison
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £184k | £108k |
| 05/04/2024 | £183k | £203k |
| 05/04/2023 | £206k | £233k |
| 05/04/2022 | £172k | £223k |
| 05/04/2021 | £142k | £102k |
Common questions
Is THE KEN AND EDNA MORRISON CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust's unrestricted funds decreased by £347,694 to £5,647,392 due to significant investment losses, despite a surplus on income and expenditure. Per the trustees' report, the Trust has adequate assets to meet its obligations and no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ARCHIE SHERMAN CHARITABLE TRUST | 1 | £308k |
Charities like this
- THE KEN & LYNNE MORRISON CHARITABLE TRUST
- THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST
- G M MORRISON CHARITABLE TRUST
- EDNA BROWN CHARITABLE SETTLEMENT
- THE KELTON TRUST
- THE M T AND S D BURTON CHARITABLE SETTLEMENT
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE KEN AND EDNA MORRISON CHARITABLE TRUST | £184k | — | 0 | unclear | — | no doubt |
| THE KEN & LYNNE MORRISON CHARITABLE TRUST | £540k | — | 0 | unclear | — | no doubt |
| THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| G M MORRISON CHARITABLE TRUST | £384k | — | 0 | unclear | — | no doubt |
| EDNA BROWN CHARITABLE SETTLEMENT | £36k | — | 0 | within | — | no doubt |
| THE KELTON TRUST | £65k | — | 0 | above | — | no doubt |