ETHEL AND GWYNNE MORGAN TRUST

Charity number: 800272
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Advancement of education in science and art of medicine education in history and welfare of local communities in Wales and Christian religion in Wales.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £138,694
Total expenditure: £121,179

People

6 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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Religious Activities
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 02 November 1988: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity owns and/or leases 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ELIZABETH TALBOTT Chair 06 October 2014
None on record
Emma Frances Cookson Trustee 01 September 2023
None on record
CATHERINE HELEN MORGAN Trustee 04 August 2018
None on record
Richard Gwynne Morgan Trustee 04 August 2018
None on record
BRIAN DAVID GWYNNE MORGAN Trustee
None on record
Dr LINDSAY JOHN GWYNNE MORGAN Trustee
None on record

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 £60.82k £50.31k £52.55k £100.03k £138.69k
Total expenditure £52.11k £45.14k £46.32k £57.03k £121.18k
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 10 January 2025 On time
Accounts and TAR 05 April 2024 10 January 2025 On time Download Open in new window
Annual return 05 April 2023 29 January 2024 On time
Accounts and TAR 05 April 2023 29 January 2024 On time Download Open in new window
Annual return 05 April 2022 22 January 2023 On time
Accounts and TAR 05 April 2022 22 January 2023 On time Download Open in new window
Annual return 05 April 2021 05 February 2022 On time
Accounts and TAR 05 April 2021 05 February 2022 On time Download Open in new window
Annual return 05 April 2020 05 February 2021 On time
Accounts and TAR 05 April 2020 05 February 2021 On time 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.

DEED DATED 7TH NOVEMBER 1986

Charitable objects

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL FROM TIME TO TIME THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
40 Berks Hill
Chorleywood
Rickmansworth
WD3 5AH
Phone:
07788750796
Email:
No information available
Website:

No information available