THE WILLIE AND MABEL MORRIS CHARITABLE TRUST

Charity number: 280554
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity consists of a portfolio of stock exchange investments and cash which produces an income. This income is used to make donations to other registered charities to be used for general charitable purposes, with an emphasis on supporting charities active in certain medical areas as specified in the governing document (namely cancer, heart trouble, neurological diseases, and arthritis).

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £155,603
Total expenditure: £179,416

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:
  • General Charitable Purposes
  • 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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 28 July 1980: 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:
  • Investing charity funds policy and procedures
  • Investment
  • Risk 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Phoebe Susan Lindsay Tether Trustee 26 March 2015
None on record
VERITY ANNE LINDSAY TETHER Trustee 20 December 2011
None on record
ANGELA MICHELLE TETHER Trustee
None on record
Suzanne Jane Marriott Trustee
THE BILLMEIR CHARITABLE TRUST
Received: On time
THE BAILY THOMAS CHARITABLE FUND
Received: On time
THE SIR DENIS MAHON FOUNDATION
Received: On time
THE RIX-THOMPSON-ROTHENBERG FOUNDATION
Received: On time
THE LUTYENS TRUST
Received: On time
GAINSBOROUGH'S HOUSE SOCIETY
Received: On time
THE ATHENA ART FOUNDATION
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 £149.67k £138.35k £148.56k £156.95k £155.60k
Total expenditure £134.93k £150.07k £133.29k £127.72k £179.42k
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 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 02 February 2024 On Time
Accounts and TAR 05 April 2023 19 March 2024 43 days late Download Open in new window
Annual return 05 April 2022 02 March 2023 25 days late
Accounts and TAR 05 April 2022 02 March 2023 25 days late Download Open in new window
Annual return 05 April 2021 31 January 2022 On Time
Accounts and TAR 05 April 2021 31 January 2022 On Time Download Open in new window
Annual return 05 April 2020 24 March 2021 47 days late
Accounts and TAR 05 April 2020 24 March 2021 47 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.

TRUST DEED DATED 3 JUNE 1980 AS AMENDED BY DEED OF MODIFICATION DATED 3 JUNE 1980

Charitable objects

1) GENERAL CHARITABLE PURPOSES 2) FOR THE BENEFIT OF ANY CHARITY FOR THE RELIEF OF PHYSICAL ILL HEALTH IN PARTICULAR CANCER, HEART TROUBLE, SPASTICITY , ARTHRITIS AND RHEUMATISM.

Area of benefit

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

NOT DEFINED

Contact information

Address:
9 THE HOLLIES
SHEFFORD
SG17 5BX
Phone:
01462851897
Email:
No information available
Website:

No information available