THE MORGAN SCHOLARSHIP FUND

Charity number: 525297
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants to individuals in the Dwyfor area of Gwynedd.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £996
Total expenditure: £990

People

1 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Gwynedd

Governance

Registration history:
  • 27 April 1966: Standard registration
Organisation type:
Other
Other names:
  • FMG MORGAN TRUST FUND (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RESOURCES DIRECTORATE Trustee
MORGAN FOR CHILD WELFARE AND CARE OF EXPECTANT MOTHERS
Received: On time
MORGAN FOR THE CARE OF THE SERIOUSLY ILL
Received: On time
EVAN RICHARD JONES PRIZE FUND IN CONNECTION WITH YSGOL LLANLLECHID
Received: On time
THE FLORENCE M GUEST MORGAN BEQUEST (ICW BOTTWNOG COUNTY SECONDARY SCHOOL)
Received: On time
DAVID AND JANE JONES GRANTS
Received: On time
EVAN RICHARD JONES PRIZE FUND IN CONNECTION WITH BETHESDA (DYFFRYN OGWEN) GRAMMAR AND BILATERAL SCHOOLS
Received: On time
EVAN RICHARD JONES PRIZE FUND IN CONNECTION WITH CARNEDDI (PENYBRYN)
Received: On time
MERIONETHSHIRE FURTHER EDUCATION TRUST FUND
Received: On time
ELIZABETH HUGHES BEQUEST
Received: On time
THE JONES-ROBERTS BEQUEST ICW YSGOL Y MOELWYN
Received: On time
J R JONES PRIZE FUND IN CONNEXION WITH THE COUNCIL SCHOOL AT TRAWSFYNYDD
Received: On time
DR EDWARD JONES' SCHOLARSHIP FUND
Received: On time
THE IFAN AND TEGID JONES (BROTHERS) SCHOLARSHIP FUND
Received: On time
PRINCESS MARY'S BURSARY FUND ICW PWLLHELI COUNTY SCHOOL
Received: On time
THE M W AND M H PRICHARD PRIZE FUND
Received: On time
THE J E BUCKLEY JONES TRUST (FORMER COUNTY OF CAERNARVON)
Received: On time
THE EDUCATIONAL FOUNDATION OF MARY PARRY
Received: On time
CAERNARVONSHIRE FURTHER EDUCATION TRUST FUND
Received: On time
THE COUNTY COUNCIL OF GWYNEDD WELSH CHURCH FUND
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £4.22k £4.85k £5.61k £939 £996
Total expenditure £0 £0 £0 £14.00k £990
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 16 December 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 25 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 17 October 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 18 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 17 December 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

WILL PROVED 16TH APRIL 1942 AS VARIED BY SCHEME DATED 20TH JULY 1965.

Charitable objects

SCHOLARSHIP OR GRANTS, TENABLE AT ANY UNIVERSITY, UNIVERSITY COLLEGE, TRAINING COLLEGE FOR TEACHERS, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION. PREFERENA SHALL BE GIVEN TO BENEFICIARIES WHO ARE, OR ARE ABOUT TO BECOME UNDERGRADUATES AT THE UNIVERSITY COLLEGE OF NORTH WALES, BANGOR. ANY RESIDUE REMAINING FROM THE NET YEARLY INCOME MAY BE EXPENDED IN PROVIDING BURSARIES OR MAINTENANCE, FINANCIAL ASSISTANCE, ETC. BENEFICIARIES ARE PERSONS OF EITHER SEX BORN OR RESIDENT IN THE BENEFICIAL AREA WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS, AND WHO ARE, IN NEED OF ASSISTANCE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

PARISH OF LLANENGAN

Contact information

Address:
GWYNEDD COUNCIL
SHIREHALL STREET
CAERNARFON
LL55 1SH
Phone:
01286 679649
Email:
davidroberts@gwynedd.llyw.cymru
Website:

No information available