## 

## 

|Trustees|Mrs J A Hunt||
|---|---|---|
||Miss E H Morrison||
||Mrs FA Rice|(Appointed 22 February|
|||2023)|
|Charity number 261380|||
|Principal address C/o Currey & Co LLP|||
||33 Queen Anne Street||
||London||
||WIG 9HY||
|Auditor|Xeinadin Audit Limited||
||Oak House, Market Place||
||Bedale||
||North Yorkshire||
||IDL8 1AQ||
|Bankers|Bank of Scotland||
||14/16 Cockspur Street||
||London||
||SW1Y 5BL||
|Solicitors|Currey & Co LLP||
||33 Queen Anne Street||
||London||
||WIG 9HY||
|Investment|advisors Evelyn Partners||
||-45 Gresham Street||
||London||
||EC2V 7BG||





## 

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||Page|
|---|---|
|Trustees' report|1- 2|
|Statement of trustees' responsibilities|3|
|Independent auditor's report|4 - 7|
|Statement offinancial activities|8|
|Balance sheet|9|
|Notes to the financial statements|10 - 14|





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瓶瓶AL 



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|||Unrestricted|Unrestricted|
|---|---|---|---|
|||funds|funds|
|||2023|2022|
||Notes|||
|Income from:||||
|Investments|2|351,789|289,316|
|Expenditure on:||||
|Raising funds|3|90,306|92,005|
|Charitable activities|4|320,806|293,545|
|Total expenditure||411,112|385,550|
|Net gains/(losses) on investments|8|(803,927)|923,836|
|Net movement in funds||(863,250)|827,602|
|Fund balances at 6April 2022||16,190,695|15,363,093|
|Fund balances at 5 April 2023||15,327,445|16,190,695|





## 

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|||2023|2022|
|---|---|---|---|
||Notes|£ £|£ £|
|Fixed assets||||
|Investments|10|15,241,672|16,133,966|
|Current assets||||
|Cash at bank and in hand||127,461|95,032|
|Creditors: amounts falling due within||||
|one year|'11|(41,688)|(38,303)|
|Net current assets||85,773|56,729|
|Total assets less current liabilities||15,327,445|16,190,695|
|Income funds||||
|Unrestricted funds||15,327,445|16,190,695|
|||15,327,445|16,190,695|





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|Investments||
|---|---|
||Unrestricted Unrestricted|
||funds funds|
||2023 2022|
||e £|
|Income from listed investments|350,203 289,316|
|Interest receivable|1,586 _|
||351,789 289,316|



## 

|Raising funds|||
|---|---|---|
||Unrestricted|Unrestricted|
||funds|funds|
||2023|2022|
||£|£|
|Investment manaoement|90,306|92,005|
||90,306|92,005|





## 

## 

## 

## 

||2023 2022|
|---|---|
||£|
|Administration and accountancy fees|13,666 13,945|
|Audit fees|4,440 4,200|
||18,106 18,145|
|Grant funding of activities (see note 5)|302,700 275,400|
||320,806 293,545|



## 

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## 

|Net gains/(losses) on investments|||
|---|---|---|
||Unrestricted|Unrestricted|
||funds|funds|
||2023|2022|
||£|£|
|Revaluation ofinvestments|(447,536)|624,906|
|Gain/(loss) on sale ofinvestments|(356,391)|298,930|
||(803,927)|923,836|



## 

## 

||Listed|Investment|Total|
|---|---|---|---|
||Investments|cash||
||£|£|£|
|Cost or valuation||||
|At 6 April 2022|15,559,559|574,407|16,133,966|
|Additions|4,564,825||4,564,825|
|Valuation changes|(447,536)|-|(447,536)|
|Disposals|(4,591,827)|(417,756)|(5,009,583)|
|At 5April 2023|15,085,021|156,651|15,241,672|
|Carrying amount||||
|At 05 April 2023|15,085,021|156,651|15,241,672|
|At 05 April 2022|15,559,559|574,407|16,133,966|





## 2023 

14 



## 



## 

## 

||2023|2022|
|---|---|---|
|Grants made to other charities||E|
|Save the Children - Emergency Appeal - Covid India||5,000|
|Save the Children - Emergency Appeal - Haiti Earthquake||5,000|
|Save the Children -Pakistan Flood Appeal|3,000||
|Save the Children - Turkey & Syria Appeal|5,000||
|Royal College of Surgeons|7,300|3,300|
|International Medical Corps UK|7,050|3,200|
|Royal Society of Arts Endowment Fund|7,050|3,200|
|Royal Institution|7,050|3,200|
|Shelterbox||3,200|
|Age UK|4,650|2,100|
|Small Piece Trust (was Arkwright Scholarships)|4,000|1,800|
|Bowel & Cancer Research|4,000|1,800|
|Echo International Health Services Ltd||1,800|
|IMPACT|4,000|1,800|
|Keston Institute|4,000|1,800|
|Northwick Park Institute of Medical Research|4,000|1,800|
|Psychiatry Research Trust||1,800|
|Royal Academy of Music|4,000|1,800|
|Sir Harold Hillier Gardens||1,800|
|SSAFA|4,000|1,800|
|St. Luke's Hospital for the Clergy||1,800|
|Royal Free Charity (St. Peter's Research Trust)|4,000|1,800|
|YMCA England||1,800|
|Action for Sick Children||1,700|
|Alternatives to Violence Project|3,750|1,700|
|Autism Initiative UK|3,750|1,700|
|Bristol Clifton and West England Zoological Society Ltd||1,700|
|Brain Tumour Charity|3,750|1,700|
|British Refugee Council||1,700|
|British Liver Trust|3,750|1,700|
|Care for the Family|3,750|1,700|
|CLAPA|3,750|1,700|
|Combat Stress|3,750|1,700|
|Deptford Action Group for the Elderly||1,700|
|Gurkha Welfare Trust|3,750|1,700|
|Happy Days||1,700|
|Hearing Dogs for Deaf People (was Hearing Link)|3,750|1,700|
|Independent Age||1,700|
|Medical Engineering Resource Unit|-|1,700|
|Mission Aviation Fellowship|3,750|1,700|
||110,600|80,500|





## 

## 

|ENDIX 1<br> THE YEAR ENDED 5 APRIL 2023|||
|---|---|---|
||2023|2022|
|Grants made to other charities|E|E|
|Balance brought forward|110,600|80,500|
|Open Doors|3,750|1,700|
|PDSA|3,750|1,700|
|React|-|1,700|
|Shelter|3,750|1,700|
|TB Alert|3,760|1,700|
|University College London Charitable Foundation||1,700|
|Zoological Society London|3,750|1,700|
|Designability (was Bath Institute of Medical Engineering)|3,500|1,600|
|Hereford Cathedral Perpetual Trust (EP)|3,500|1,600|
|Hospice UK (was Help the Hospices)|3,500|1,600|
|Opera North (EP)|3,500|1,600|
|The Courtyard, Hereford (EP)|3,500|1,600|
|Water Aid|3,500|1,600|
|Alzheimer's Society (was Alzheimer's Disease Society)|3,300|1,500|
|Alzheimer's Research Trust|3,300|1,500|
|DePaul UK (was Alone in London)||1,500|
|Centrepoint|3,300|1,500|
|Clergy Support Trust (was Sons and Friends of the Clergy)|3,300|1,500|
|Carers Trust|3,300|1,500|
|DeafBlind UK|3,300|1,500|
|Livability|3,300|1,500|
|Mental Health Foundation||1,500|
|Samaritans|3,300|1,500|
|TWJ Foundation||1,500|
|Wellbeing of Women|3,300|1,500|
|WellChild|3,300|1,500|
|St. Mungo's Association|3,300|1,500|
|Family Holiday Association||1,500|
|Revitalise Respite Holidays (was Vitalise)||1,500|
|A Rocha International||1,400|
|Barnabus Fund|3,100|1,400|
|Cardiac Risk in the Young|3,100|1,400|
|Tools for Self Reliance||1,400|
|Bradley PCC||1,400|
|Brain Research Trust|3,100|1,400|
|British Lung Foundation||1,400|
|Castle Howard Arboretum Trust||1,400|
|Catch 22||1,400|
|Central & Cecil Housing Trust|-|1,400|
|Christian Aid|3,100|1,400|
|Re- Engage (was Contact the Elderly)|3,100|1,400|
|Dick Bridgeman TRA Foundation||1,400|
|Family Action||1,400|
|Fight for Peace (UK)|-|1,400|
|Fight for Sight|-|1,400|
|Fittleworth PCC|-|1,400|
|Hope and Homes for Children|-|1,400|
|Royal College of Anaesthetists|3,100|1,400|
|St Christopher's Hospice|-|1,400|
||205,250|154,000|





## 

## 

|ENDiX I<br> THE YEAR ENDED 5 APRル2023|||
|---|---|---|
||2023|2022|
|Grants made to other charities|E|E|
|Balance brought forward|205,250|154,000|
|Farleigh PCC (was St. Martins Ellisfield )||1,400|
|Stopham PCC||1,400|
|Young Women'sTrust||1,400|
|CHICKS||1,400|
|Contact a Family||1,400|
|DEBRA||1,400|
|Field Lane Foundation|-|1,400|
|Friends of Leeds international Pianoforte Competition|3,100|1,400|
|Gastroenteralogy and Nutrition Research Trust|3,100|1,400|
|Blood Cancer UK (was Bloodwise)|3,100|1,400|
|Macmillan Cancer Support|3,100|1,400|
|Bipolar UK (was The Bipolar Organisation)||1,400|
|Missionaries of Africa||1,400|
|Parham PCC||1,400|
|Physically Handicapped & Able Bodied|-|1,400|
|Prostate Cancer Research Centre|3,100|1,400|
|Raleigh International||1,400|
|Royal Botanical Garden Kew|3,100|1,400|
|Shipley PCC||1,400|
|South Downs Planetarium Trust||1,400|
|Kidney Fund (was South West Thames Kidney Fund)||1,400|
|St. Wilfrids Hospice||1,400|
|THET|-|1,400|
|Bibles for Children|2,650|1,200|
|E3reastcancer Now (was Brcakthrough Breast Cancer)||1,200|
|British Geriatrics Society||1,200|
|English Symphony Orchestra (EP)|-|1,200|
|NSPCC (Childline)|2,650|1,200|
|Church Army||1,200|
|Child Health Research Chartable Incorp Org|-|1,200|
|Disabled Living Foundation||1,200|
|Hft (Home Farm Trust )|-|1,200|
|INSPIRE Foundation|2,650|1,200|
|Langley House Trust|-|<br>1,200|
|Marie Curie Cancer Care|2,650|1,200|
|Help Musicians UK (Musicians Benevolent Fund)|2,650|1,200|
|Pain Relief Foundation||1,200|
|Prisoners Abroad||1,200|
|Prostate Cancer UK|2,650|1,200|
|Royal School of Church Music|2,650|1,200|
|Sense||1,200|
|Sequal Trust||1,200|
|Stroke Association|2,650|1,200|
||245,050|210,200|





## 

## 

|ENDIX 1<br> THE YEAR ENDED 5APRIL 2023|||
|---|---|---|
||2023|2022|
|Grants made to other charities|E|E|
|Balance brought forward|245,050|210,200|
|Royal Trinity Hospice (was Trinity Hospice)|2,650|1200,|
|Action on Hearing Loss (Deafness Research UK)||1,000|
|Everyone Can (was ADIS Trust)||1,000|
|Anthony Nolan Bone Marrow Trust||1,000|
|Versus Arthritis (was Arthritis Research UK)|2,200|1,000|
|Back Care||1,000|
|Bible Society|2,200|1,000|
|Penny Brohn Cancer Care||1,000|
|British Heart Foundation|-|1,000|
|British Limbless Ex-Servicemen's Association|2200,|1,000|
|British Red Cross|2,200|1,000|
|Brittle Bone Society|2,200|1,000|
|CALIBRE||1,000|
|Canine Partners for Independence|2,200|1,000|
|Changing Faces||1,000|
|Children's Liver Disease Foundation||1,000|
|Christian Medical Fellowship|2,200|1,000|
|Crimestoppers|2,200|1,000|
|Crisis||1,000|
|Cruse Bereavement Care||1,000|
|Cystic Fibrosis Research Trust|2200,|1,000|
|Demand||1,000|
|Disabilities Trust||1,000|
|Fitzroy Support||1,000|
|EMMAUS||1,000|
|Feed the Minds||1,000|
|Fittleworth & District Horticultural Society||1,000|
|Gingerbread|2,200|1,000|
|Headway the brain injury association||1,000|
|House of St. Barnabas in Soho||1,000|
|Plan UK (Interact Worldwide)|-|1,000|
|Kidney Research UK|2,200|1,000|
|Lifewords (was SGM Lifewords)|2,200|1,000|
|Liverpool School of Tropical Medicine||1,000|
|Matthew Trust|-|1,000|
|Meningitis Research Foundation|2,200|1,000|
|Migraine Trust|2,200|1,000|
|Mildmay international|2,200|1,000|
|Missing People||1,000|
|Missions to Seafarers|-|1,000|
|Motor Neurone Disease Association|2,200|1,000|
|Multiple Sclerosis Society|2200,|1,000|
|Potential Plus UK||1,000|
|National Churches Trust|2,200|1,000|
|New Bridge||1,000|
|NI Council for Integrated Education|-|1,000|
||287,300|256,400|





## 

## 

|ENDIX I<br> THE YEAR ENDED 5 APRIL 2023|||
|---|---|---|
||2023|2022|
|Grants made to other charities|E|E|
|Balance brought forward|287,300|256,400|
|Pestalozzi|-|1,000|
|Peter Le Merchant Trust||1,000|
|Possum Trust|-|1,000|
|RAF Benevolent Fund|2,200|1,000|
|RNIB (was TNAUK)|2,200|1,000|
|Royal British Legion|2,200|1,000|
|Fishermen's Mission (was Royal National Mission to Deep Sea Fishermen)||1,000|
|RSPB|2,200|1,000|
|Salmon Youth Centre||1,000|
|Salvation Army|2,200|1,000|
|Sight Savers||1,000|
|St. John's Hospice||1,000|
|Steyning Museum||1,000|
|Tenovus||1,000|
|The Tree Register||1,000|
|Trussel Trust|2,200||
|Turn2us|-|1,000|
|UK Youth||1,000|
|Woodland Trust|2,200|1,000|
|YMCA Norfolk|-|1,000|
||302,700|275,400|





## 



## 

## 

|||||I||
|---|---|---|---|---|---|
||G M MORRISON CHARITABLE TRUST|||AVERAGE||
||SUMMARY OF GRANTS MADE||Grants|£|£|
|1|MEDICAL & HEALTH|A, Medical Research & Support|31|91,850|2,963|
|||B. Disabled (Mental & Physical)|7|20,900|2,986|
|||C. Professional Bodies (Medical)|2|10,400|5,200|
|||D. Hospitals/Hospices|2|6,150|3,075|
|||E. Respite Care|1|3,300|3,300|
|||SUB-TOTAL|43|132,600|3,084-|
|2|SOCIAL WELFARE|F. Benevolent Associations|1|2,650|2,650|
|||G. Residential & Nursing Homes|1|3,300|3,300|
|||H. Elderly Support|2|7,750_|3,875|
|||I. Young People (Homes and Support)|2|5,950|2,975|
|||J. Homeless|3|10,350|3,450|
|||K. Drugs and Alcohol|-|-|-|
|||L. Prisoners|-|-|-|
|||M. Refugees and Immigrants|-|-|-|
|||.,.N, Counselling and Advice (Social)|2|7,050|3,525|
|||0. Crime PreventionNictim Support|1|2,200|2,200|
|||P. Holidays|-|-|-|
|||Q. Housing Trusts|-||-|
|||R, Families|2|5,950|2,975|
|||CC. Welfare General|7|18,750|2,679|
|||SUB-TOTAL|21|63,950|3,045|
|3|EDUCATION & TRAININ S. Universities, Colleges & Adult Educatio||1|4,000|4,000|
|||T. Schools|-|-||
|||U. Music and Arts|6|23,800|3,967|
|||V. Spiritual and Religious Education|5|14,100|2,820|
|||SUB-TOTAL|12|41,900|3,492|
|4|OTHERS|W. Overseas Aid/UK Aid|7|29,400|4,200|
|||X. Churches|4|12,800|3,200|
|||Y. Conservation, Nature|5|15,000|3,000|
|||Z. Research General (less Medical)|1|7,050|7,050|
|||AA. Sports and Recreation|-|-||
|||SUB-TOTAL|17|64,250|3,779|
|||GRAND TOTAL|93|302,700|3,255|





## 



## 

|68,900|Artemis UK Select Fund G Dist|445,204|
|---|---|---|
|445,900|T.Balley Fund Services Ltd Evenlode Global Inc F £ Dist|654,002|
|423,169|T.Bailey Fund Services Ltd Evenlode Inc C Dist|1,079,334|
|550,000|Baillie Gifford & Co - Res Global Equity Inc B Dist|845,350|
|232,450|Bailie Gifford UK Growth Fund plc 25p Ord|374,245|
|7,100|CG Portfolio Fund PLC Absolute Return Class M £|958,642|
|4,600|CG Portfolio Fund PLC Dollar Hedged E Dist|444,268|
|243,500|City of London Investment Trust plc 25p Ord|1,004,438|
|532,047|Charities Property Fund|665,484|
|248,900|Cordiant Digital Infrastructure Ord NPV|206,587|
|14,000|Fidelity Investment Services (UK) Ltd European W Inc|357,840|
|3,200|Findlay Park Funds Plc America US $|420,067|
|34,600|First State Inv (HK) Asian Equity Plus III US $ Inc|486,313|
|175,000|First State Inv (UK) Stewart Inv Asia Pacific Leaders B|523,128|
|310,000|Greencoat Renewables Euro 0.01|298,801|
|2,750|Invesco Physical Market Secured Gold Lkd Nts|430,242|
|133,500|iShares Core FTSE100 UCITS ETF GBP Dis|1,001,784|
|104,000|JP Morgan Asset Man UK Ltd US Equity Inc C|442,520|
|278,000|Jupiter Japan Income Fund U2 E|296,126|
|46,940|Morgan Stanley Inv Man Global Brands Equity Income F E|611,405|
|225,733|Pantheon Infrastructure Plc 1p Ord|191,422|
|125,000|Premier Portfolio Managers Miton US Opportunities B Acc|432,250|
|15,700|Rit Cap Partners £1 Ord|292,962|
|272,500|Link Fund Solutions Ltd If Ruffer total|1,024,001|
|9,450|SSGA ETFS Europe PLC SPDR S&P UV Div Aristocrats UCITE|514,358|
|420,000|United Kingdon (Govt of) 0,375% Bonds 22/10/26 £1,000|377,790|
|160,000|United Kingdon (Govt of) 0.125% Bonds 31/1/2024 £1,000|155,314|
|6,050|Vanguard Inv Series plc US Govt Bond Index E Dist|551,144|
||Cash|156,651|
|||15,241,672|