Finance Score: -6

Governance Score: 4

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE MORRISONS FOUNDATION

The Morrisons Foundation was set up to provide financial support for registered charities. It awards grants for charity projects which improve people's lives and match funds the money that Morrisons colleagues raise for charity.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 9 years

www.morrisonsfoundation.com

foundation.enquiries@morrisonsplc.co.uk

0845 611 4449

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/10/22	£2,924	£3,405	£-481	£0	£2,491	£2,060	7.3	0
31/10/21?	£2,521	£2,071	£450	£0	£2,972	£2,396	13.9	0
04/02/20	£1,949	£3,238	£-1,289	£0	£2,031	£1,723	6.4	2
04/02/19	£5,052	£5,828	£-775	£0	£3,320	£2,716	5.6	1
04/02/18	£10,433	£10,454	£-21	£0	£4,095	£2,893	3.3	2
29/01/17	£9,162	£8,355	£808	£0	£4,116	£2,705	3.9	1
31/01/16	£4,097	£1,727	£2,371	£0	£3,308	£1,808	12.6	1

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 7.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 4

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 44-62

CHARLES DACRES Appointed: 2021, Occupation: Administration, Other trusteeship: BRADFORD HATE CRIME ALLIANCE,

CHRISTINE CRESSWELL Appointed: 2023, Occupation: Director

DAVID FRAZER JOHN SCOTT Appointed: 2015, Occupation: Head Of Policy And Corporate Affairs

EMILY SWORDS Appointed: 2023, Occupation: Head Of Impact

GUY HURLSTONE MASON Appointed: 2014, Occupation: Head Of Corporate Affairs

SARAH JANE WILKINSON Appointed: 2018, Occupation: Hr Director

Legal constitution

Charitable company registered in England & Wales on 29/01/2015, number: 1160224
Registered at Companies House on 26/06/2014, number: 09104264

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

7 returns made; all on time

Main office

Hilmore House
Gain Lane
Bradford
West Yorkshire
BD3 7DL

Objectives

THE ONLY OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE SUCH GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES FROM TIME TO TIME IN THEIR DISCRETION THINK FIT

Data Sources