Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE MORRIS CHARITABLE TRUST

The Morris Charitable Trust has been established as a trust since 1989 to provide support for charitable causes. It is funded by companies within BDCG Holdings Limited, which contribute a proportion of their profits to facilitate theTrust's charitable activities. Particular emphasis is placed on supporting charitable causes within The London Borough of Islington.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£160	£142	£19	n/a	n/a	n/a	n/a	n/a
31/03/22		£100	£155	£-55	n/a	n/a	n/a	n/a	n/a
31/03/21		£100	£140	£-40	n/a	n/a	n/a	n/a	n/a
31/03/20		£50	£142	£-92	n/a	n/a	n/a	n/a	n/a
31/03/19		£200	£156	£44	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£200	£135	£65	£0	£0	£0	n/a	0
31/03/17		£112	£109	£3	£0	£0	£0	n/a	0
31/03/16		£100	£145	£-45	£0	£0	£0	n/a	0
31/03/15		£150	£143	£7	£0	£0	£0	n/a	0
31/03/14		£96	£94	£2	£0	£0	£0	n/a	0
31/03/13	*	£225	£177	£48	£0	£0	£0	n/a	0
31/03/12		£125	£123	£2	£0	£0	£0	n/a	0
31/03/11		£165	£134	£31	£0	£0	£0	n/a	0
31/03/10		£125	£144	£-18	£0	£0	£0	n/a	0
31/03/09		£104	£113	£-9	£0	£0	£0	n/a	0
31/03/08		£106	£99	£6	£0	£0	£0	n/a	0
31/03/07		£127	£108	£19	£0	£0	£0	n/a	0
31/03/06		£127	£107	£20	£0	£0	£0	n/a	0
31/03/05		£101	£67	£34	£0	£0	£0	n/a	0
31/03/04		£36	£91	£-54	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

www.morrischaritabletrust.com

info@morrischaritabletrust.com

02073593535

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

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
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
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 (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-90

CARLY KING Appointed: 2021, Occupation: None

KATE SIMPSON Appointed: 2020, Occupation: Director

MARC MORRIS Appointed: 2021, Occupation: None

ALAN REGINALD STENNING, Occupation: Accountant

DOMINIC RICHARD JONES Appointed: 2010, Occupation: Director

JACK ANTHONY MORRIS CBE (Chair), Other trusteeship: THE BRAIN TUMOUR CHARITY,

LINDA MORRIS Appointed: 2014, Occupation: Company Director

LUCIE KATIE GRANT Appointed: 2019, Occupation: None

PAUL BARRY MORRIS, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 03/11/1989, number: 802290
Registered at Companies House on 17/10/1989, number: 02433198

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 1 days late, AR13: 63 days late,

Main office

THE BUSINESS DESIGN CENTRE
52 UPPER STREET
ISLINGTON GREEN
LONDON
N1 0QH

Objectives

(A) TO RELIEVE THE POOR SICK AND AGED; (B) TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT; AND (C) TO PROMOTE SUCH OTHER PURPOSES AS ARE CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES.

Defined Area of Benefit:

NOT DEFINED

Data Sources