2026-04-04-accounts - PJ Morris Foundation

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Trustees’ Annual Report for the period

From 05/04/2025 Period start date To 04/04/2026 Period end date Charity name: PJ MORRIS FOUNDAITON

Charity registration number: 1183402

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance education for the public benefit by promoting and providing opportunities for the appreciation, understanding and enjoyment of the arts, and in particular of drama, literature and musical theatre, through the staging of accessible theatre productions of artistic merit, related educational programmes, and such other activities as the trustees shall from time to time determine. The work of PJ Morris Foundation will lead to a wider range of people being involved with heritage and culture, and will raise awareness and cultivate sentiment in favour of equality and diversity across the UK.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Dormant throughout the year
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Dormant throughout the year

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	N/A
Policy on social investment including program related investment	Para 1.38	N/A

Contribution made by volunteers	Para 1.38	N/A
Other		N/A

Achievements and Performance

SORP reference Dormant throughout the year Summary of the main Para 1.20 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	N/A
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Dormant
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Dormant
Amount of reserves held	Para 1.22	N/A
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	N/A
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:		N/A
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	(1) Apart from the first charity trustees, every trustee must be appointed for a term of two years by a resolution passed at a properly convened meeting of the charity trustees. (2) In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	N/A
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	N/A
Relationship with any related parties	Para 1.51	N/A
Other		N/A

Reference and Administrative details

Charity name	PJ MORRIS FOUNDATION
Other name the charity uses
Registered charity number	1183402
Charity’s principal address	89 Fairmile Lane Cobham Surrey KT11 2DG

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee(if any)
Dana Morris	Chair	Free Theatre UK
CraigAustin		Free Theatre UK
Chali Zulu	Treasurer	Free Theatre UK
Adam Somerset		Free Theatre UK
Cerith Mathias		Free Theatre UK

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date	Dana Morris
	Dana Morris
	Chair
	02/09/2026
	02/09/2026

PJ MORRIS FOUNDATION No (if any) Receipts and payments accounts CC16a For the period Period start date Period end date To from 05/04/2025 04/04/2026

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Last year to the nearest £
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*Sub total*(Gross income for AR)	-				-

A2 Asset and investment sales, (see table).
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*Sub total*	-				-
*Total receipts* A3 Payments
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**Sub total **	-				-

A4 Asset and investment purchases, (see table)
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**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
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CCXX R1 accounts (SS)

02/09/2026

Section B Statement of assets and liabilities at the end of the period

Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details Signature Dana Morris	Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Dana Morris	Endowment funds to nearest £
		-
		-
		-
		-
		OK
		Endowment funds to nearest £
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		Current value (optional)
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		Current value (optional)
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		When due (optional)






		Date of approval
Dana Morris	Dana Morris	02/09/2026

CCXX R2 accounts (SS)

02/09/2026