THE MORRIS CHARITABLE TRUST
General charitable purposes
Objects
TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the Trust reported an overall deficit of £57,795 for the year ended 5 April 2025, driven by a significant drop in incoming resources compared to the previous year. Per the trustees' report, the unrestricted fund balance decreased to £438,143, while total net assets stood at £2,277,966. The trustees consider the unrestricted fund sufficient to cover management costs and maintain liquidity.
What the accounts disclose
“Donations amounting to £100,000 (2024: £95,000).” — page 4
“The trustees consider it prudent to ensure that the unrestricted fund is sufficient to cover one year's management and administration expenses” — page 4
“The Trust received an unconditional donation of £100,000 (2024: £100,000) from a related party during the year. In the previous year the Trust received a grant of an endowment fund in the form of an investment portfolio of £1,529,642 and a cash donation of £60,000 from the Schreiber Charitable Trust a trust in which G. Morris is also a trustee.” — page 17
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses 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
- Volunteers: 1
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Volunteers: 1
- 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
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 05/04/2023 (received 21/05/2024, 106 days after the 05/02/2024 due date); year ending 05/04/2022 (received 28/02/2023, 23 days after the 05/02/2023 due date).
Structured financials (annual return, FY ending 05/04/2024)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £139k | £175k |
| 05/04/2024 | £1.7m | £101k |
| 05/04/2023 | £48k | £65k |
| 05/04/2022 | £48k | £48k |
| 05/04/2021 | £46k | £31k |
Common questions
Is THE MORRIS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust reported an overall deficit of £57,795 for the year ended 5 April 2025, driven by a significant drop in incoming resources compared to the previous year. Per the trustees' report, the unrestricted fund balance decreased to £438,143, while total net assets stood at £2,277,966. The trustees consider the unrestricted fund sufficient to cover management costs and maintain liquidity. Its FY2025 accounts were independently examined.
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- BEDFORDSHIRE CHARITABLE TRUST LIMITED
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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 MORRIS CHARITABLE TRUST | £139k | — | 0 | above | — | no doubt |
| BEDFORDSHIRE CHARITABLE TRUST LIMITED | £372k | — | 0 | unclear | — | no doubt |
| THE A M CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |
| G M MORRISON CHARITABLE TRUST | £384k | — | 0 | unclear | — | no doubt |
| THE MERI TRUST | £79k | — | 0 | unclear | — | no doubt |
| THE ALEXANDER MOSLEY CHARITABLE TRUST | £5.8m | — | 0 | unclear | — | no doubt |