MORRISTON-DAVIES SETTLEMENT IN CONNECTION WITH THE BRITISH THORACIC ASSOCIATION

Charity number: 244125
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide a scholarship to be called the 'Morriston Davies Scholarship' to be awarded annually to a doctor or nurse for the furtherance of research into the prevention, treatment and cure of tuberculosis and other respiratory desease. The Trustees have complied with the duty in Section 4 of the Charity Act 2006 to have due regard to public benefit guidance published by the Charity Commission.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £23,853
Total expenditure: £40,295

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Scotland

Governance

Registration history:
  • 13 October 1965: Standard registration
Organisation type:
Trust
Other names:
  • MORRISTON-DAVIES SETTLEMENT IN CONNEXION WITH THE BRITISH THORACIC AND TUBERCULOSIS ASSOCIATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr SIMON PAUL HART Trustee 16 April 2018
None on record
Dr Adam Hill Trustee 15 December 2014
None on record
NEIL MCANDREW Trustee 02 October 2013
None on record
LLOYDS BANK PLC Trustee 20 August 2012
THE CHARLES WRIGHT GOWTHORPE FUND
Received: On time
EDWARD GEORGE GRAYSON'S SETTLEMENT
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £28.25k £121.99k £24.84k £25.94k £23.85k
Total expenditure £6.55k £138.37k £12.72k £8.91k £40.30k
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 05 April 2024 13 January 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 30 May 2024 480 days late
Accounts and TAR 05 April 2022 06 March 2024 395 days late Download Open in new window
Annual return 05 April 2021 10 March 2022 33 days late
Accounts and TAR 05 April 2021 10 March 2022 33 days late Download Open in new window
Annual return 05 April 2020 07 October 2020 On Time
Accounts and TAR 05 April 2020 29 April 2021 83 days late Download Open in new window
Submit annual return Open in new window

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.

SETTLEMENT DATED 26TH JULY 1965

Charitable objects

FOR OR TOWARDS EDUCATION IN AND RESEARCH INTO METHODS OF PREVENTION, TREATMENT AND CURE OF TUBERCULOSIS AND OTHER RESPIRATORY DISEASE AND OTHERWISE FOR OR TOWARDS THE PREVENTION TREATMENT AND CURE OF TUBERCULOSIS AND OTHER RESPIRATORY DISEASE, AND TO PROVIDE AN ANNUAL SCHOLARSHIP TO BE CALLED THE "MORRISTON-DAVIES SCHOLARSHIP" FOR A DOCTOR OR NURSE FOR THE FURTHERANCE OF THE OJBECTS ABOVE.

Area of benefit

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

NATIONAL

Contact information

Address:
Lloyds Banking Group
City Park
The Droveway
HOVE
East Sussex
BN3 7AU
Phone:
03453000304
Email:
No information available
Website:

No information available