THE MORGAN (GENERAL) CHARITABLE TRUST

Charity number: 1173884
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To hold capital and income for the purposes of making charitable donations or voluntary donations as the Trustees require

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £6,000
Total expenditure: £5,056

People

2 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:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 20 July 2017: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD IAN MORGAN Chair 09 November 2018
None on record
SYLVIA MORGAN Trustee 09 November 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £6.00k £6.00k £6.00k £6.00k £6.00k
Total expenditure £500 £145 £7.55k £10.56k £5.06k
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 December 2023 07 October 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 05 July 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 15 August 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 31 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 12 October 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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.

TRUST DEED DATED 16 JAN 2017

Charitable objects

THE TRUSTEES HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO ADVANCE, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Contact information

Address:
Meridian Private Client Llp
Wood Rydings Court
Packington Lane
Meriden
COVENTRY
CV7 7HN
Phone:
01675442430
Email:
No information available
Website:

No information available