| Trustees |
Mrs J A Hunt |
|
Miss E H Morrison |
|
Mrs F A Rice |
| Charity number |
261380 |
| Principal address |
C/o Currey & Co LLP |
|
33 Queen Anne Street |
|
London |
|
W1G SHY |
| Auditor |
Xeinadin Audit Limited |
|
Oak House |
|
Market Place |
|
Sedate |
|
North Yorkshire |
|
DL8 1AQ |
| Solicitors |
Currey & Co LLP |
|
33 Queen Anne Street |
|
London |
|
WIG SHY |
| Investment advisors |
Evelyn Partners |
|
45 Gresham Street |
|
London |
|
EC2V 7BG |
|
Page |
| Trustees report |
1- 2 |
| Statement of trustees' responsibilities |
3 |
| Independent auditor's report |
4 - 7 |
| Statement of financial activities |
8 |
| Balance sheet |
9 |
| Notes to the financial statements |
10 - 13 |
|
|
Unrestricted |
Unrestricted |
|
|
funds |
funds |
|
|
2024 |
2023 |
|
Notes |
£ |
£ |
| Income from: |
|
|
|
| Investments |
2 |
379,934 |
351,789 |
| Total income |
|
379,934 |
351,789 |
| Expenditure on: |
|
|
|
| Raising funds |
3 |
84,984 |
90,306 |
| Charitable activities |
4 |
308,224 |
320,806 |
| Total expenditure |
|
393,208 |
411,112 |
| Net gains/(losses) on investments |
8 |
398,469 |
(803,927) |
| Net income/(expenditure) and movement in funds |
|
385,195 |
(863,250) |
| Reconciliation of funds: |
|
|
|
| Fund balances at 6 April 2023 |
|
15,327,444 |
16,190,695 |
| Fund balances at 5 April 2024 |
|
15,712,639 |
15,327,445 |
|
|
2024 |
2023 |
|
Notes |
£ £ |
£ £ |
| Fixed assets |
|
|
|
| Investments |
10 |
15,665,014 |
15,241,672 |
| Current assets |
|
|
|
| Cash at bank and in hand |
|
79,060 |
127,461 |
| Creditors: amounts falling due within |
11 |
|
|
| one year |
|
(31,435) |
(41,688) |
| Net current assets |
|
47,625 |
85,773 |
| Total assets less current liabilities |
|
15,712,639 |
15,327,445 |
| Net assets excluding pension liability |
|
15,712,639 |
15,327,445 |
| The funds of the charity |
|
|
|
| Unrestricted funds |
|
15,712,639 |
15,327,445 |
|
|
15,712,639 |
15,327,445 |
| Income from investments |
|
|
Unrestricted Unrestricted |
|
funds funds |
|
2024 2023 |
|
£ £ |
| Income from listed investments |
378,780 350,203 |
| Interest receivable |
1,154 1,586 |
|
379,934 351,789 |
| Expenditure on raising funds |
|
|
|
Unrestricted |
Unrestricted |
|
funds |
funds |
|
2024 |
2023 |
|
£ |
£ |
| Investment management |
84,984 |
90,306 |
| Expenditure on charitable activities |
|
|
Unrestricted Unrestricted |
|
funds funds |
|
2024 2023 |
|
£ £ |
| Direct costs |
|
| Administration and accountancy fees |
8,244 13,666 |
| Audit fees |
5,280 4,440 |
|
13,524 18,106 |
| Grant funding of activities (see note 5) |
294,700 302,700 |
|
308,224 320,806 |
| Analysis by fund |
|
| Unrestricted funds |
308,224 320,806 |
| Gains and losses on investments |
|
|
|
Unrestricted |
Unrestricted |
|
funds |
funds |
|
2024 |
2023 |
| Gains/(losses) arising on: |
£ |
£ |
| Revaluation of investments |
416,168 |
(447,536) |
| Sale ofinvestments |
(17,699) |
(356,391) |
|
398,469 |
(803,927) |
| Fixed asset investments |
|
|
|
|
Listed |
Investment |
Total |
|
investments |
cash |
|
|
£ |
£ |
£ |
| Cost or valuation |
|
|
|
| At 6 April 2023 |
15,085,021 |
156,651 |
15,241,672 |
| Additions |
2,303,362 |
- |
2,303,362 |
| Valuation changes |
416,168 |
- |
416,168 |
| Disposals |
(2,174,477) |
(121,710) |
(2,296,187) |
| At 5April 2024 |
15,630,074 |
34,941 |
15,665,015 |
| Carrying amount |
|
|
|
| At 05 April 2024 |
15,630,074 |
34,941 |
15,665,015 |
| At 05 April 2023 |
15,085,021 |
156,651 |
15,241,672 |
| Creditors: amounts falling due within one year |
|
|
|
2024 |
2023 |
|
£ |
£ |
| Accruals and deferred income |
31,435 |
41,688 |
G. M. MORRISON CHARITABLE TRUST
APPENDIX 1
FOR THE YEAR ENDED 5 APRIL 2024
|
2024 |
2023 |
| Grants made to other charities |
E |
E |
| Save the Children - Pakistan Flood Appeal |
|
3,000 |
| Save the Children - Turkey & Syria Appeal |
|
5,000 |
| Royal College of Surgeons |
7,300 |
7,300 |
| international Medical Corps UK |
7,050 |
7,050 |
| Royal Society of Arts Endowment Fund |
7,050 |
7,050 |
| Royal Institution |
7,050 |
7,050 |
| Age UK |
4,650 |
4,650 |
| Small Piece Trust (was Arkwright Scholarships) |
4,000 |
4,000 |
| Bowel Research UK |
4,000 |
4,000 |
| IMPACT |
4,000 |
4,000 |
| Keston Institute |
4,000 |
4,000 |
| The Griffin Institute (was Northwick Park Institute of Medical Research) |
4,000 |
4,000 |
| Royal Academy of Music |
4,000 |
4,000 |
| SSAFA |
4,000 |
4,000 |
| Royal Free Charity (St. Peter's Research Trust) |
4,000 |
4,000 |
| Alternatives to Violence Project |
3,750 |
3,750 |
| Autism Initiative UK |
3.750 |
3,750 |
| Brain Tumour Charity |
3,750 |
3,750 |
| British Liver Trust |
3,750 |
3,750 |
| Care for the Family |
3,750 |
3,750 |
| CLAPA |
3,750 |
3,750 |
| Combat Stress |
3,750 |
3,750 |
| Gurkha Welfare Trust |
3.750 |
3,750 |
| Hearing Dogs for Deaf People (was Hearing Link) |
3,750 |
3,750 |
| Mission Aviation Fellowship |
3,750 |
3,750 |
| Open Doors with Brother Andrew |
3,750 |
3,750 |
| PDSA |
3.750 |
3,750 |
| Shelter |
3,750 |
3,750 |
| TB Alert |
3,750 |
3,750 |
| Zoological Society London |
3,750 |
3,750 |
| Designability (was Bath Institute of Medical Engineering) |
3,500 |
3,500 |
| Hereford Cathedral Perpetual Trust |
3,500 |
3,500 |
| Hospice UK (was Help the Hospices) |
3.500 |
3,500 |
| Opera North |
3,500 |
3,500 |
| The Courtyard Hereford |
3,500 |
3,500 |
| Water Aid |
3,500 |
3,500 |
| Alzheimer's Society (was Alzheimer's Disease Society) |
3,3(X) |
3,300 |
| Alzheimer's Research Trust |
3,300 |
3,300 |
| Centrepoint |
3,300 |
3,300 |
| Clergy Support Trust (was Sons and Friends of the Clergy) |
3,300 |
3,300 |
| Carers Trust |
3,300 |
3,300 |
| Deaf Blind UK |
3,300 |
3,300 |
| Livability |
3,300 |
3,3(X) |
| Samaritans |
3,300 |
3,300 |
| Wellbeing of Women |
3,300 |
3,300 |
| WeChild |
3,300 |
3,300 |
| Si. Mungo's Association |
3,300 |
3,300 |
| Barnabus Fund |
3,1(X) |
3,1(x) |
| Cardiac Risk in the Young |
3,100 |
3,100 |
| Brain Research Trust |
3,100 |
3,100 |
| Christian Aid |
3,100 |
3,100 |
| Re-Engage (was Contact the Elderly) |
3,100 |
3,100 |
| Royal College of Anaesthetists |
3,100 |
3,100 |
|
197,250 |
205,250 |
NDIX 1
THE YEAR ENDED 5 APRIL 2024 |
|
|
|
2024 |
2023 |
| Grants made to other charities |
E |
i |
| Balance brought forward |
197,250 |
205,250 |
| Friends of Leeds International Pianoforte Competition |
3,100 |
3,100 |
| Gastroenterology and Nutrition Research Trust |
3,100 |
3,100 |
| Blood Cancer UK (was Bloodwise) |
3,100 |
3,100 |
| Macmillan Cancer Support |
3,100 |
3,100 |
| Prostate Cancer Research Centre |
3,100 |
3,100 |
| Royal Botanical Garden Kew |
3,1(10 |
3,100 |
| Bibles for Children |
2,650 |
2,650 |
| NSPCC (Childline) |
2,650 |
2,650 |
| INSPIRE Foundation |
2,650 |
2,650 |
| Marie Curie Cancer Care |
2,650 |
2,650 |
| Help Musicians UK (Musicians Benevolent Fund) |
2,650 |
2,650 |
| Prostate Cancer UK |
2,650 |
2,650 |
| Royal School of Church Music |
2,650 |
2,650 |
| Stroke Association |
2,650 |
2,650 |
| Royal Trinity Hospice (was Trinity Hospice) |
2,650 |
2,650 |
| Versus Arthritis (was Arthritis Research UK) |
2,200 |
2,200 |
| Bible Society |
2,200 |
2,200 |
| British Limbless Ex-Servicemen's Association |
2,200 |
2,2(X) |
| British Red Cross |
2,200 |
2,200 |
| Brittle Bone Society |
2,200 |
2,200 |
| Canine Partners for Independence |
2,200 |
2,2(X) |
| Christian Medical Fellowship |
2,200 |
2,200 |
| Crimestoppers |
2200, |
2,200 |
| Cystic Fibrosis Research Trust |
2,200 |
2,200 |
| Gingerbread |
2,200 |
2,200 |
| Kidney Research UK |
2,200 |
2,200 |
| Lifewords (was SGM Lifewords) |
2,200 |
2,200 |
| Meningitis Research Foundation |
2,200 |
2,200 |
| Migraine Trust |
2,200 |
2,200 |
| Mildmay International |
2,200 |
2,200 |
| Motor Neurone Disease Association |
2,200 |
2,200 |
| Multiple Sclerosis Society |
2,200 |
2,200 |
| National Churches Trust |
2,200 |
2,200 |
| RAF Benevolent Fund |
2,200 |
2,200 |
| RNIB (was TNAUK) |
2,200 |
2,200 |
| Royal British Legion |
2,200 |
2,200 |
| RSPB |
2,200 |
2,200 |
| Salvation Army |
2,200 |
2,200 |
| Trussel Trust |
2,200 |
2,200 |
| Woodland Trust |
2,200 |
2,200 |
|
£294,700 |
£302,700 |
G. M. MORRISON CHARITABLE TRUST
APPENDIX 2
FOR THE YEAR ENDED 5 APRIL 2024
|
G M MORRISON CHARITABLE TRUST |
G M MORRISON CHARITABLE TRUST |
No. Of |
TOTAL |
AVERAGE |
|
SUMMARY OF GRANTS MADE |
|
Grants |
£ |
£ |
|
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 |
|
2,650 |
2,650 |
|
|
G. Residential & Nursing Homes |
|
3,300 |
3,300 |
|
|
H. Elderly Support |
|
7,750 |
3,875 |
|
|
I. Young People (Homes and Support) |
|
5,950 |
2,975 |
|
|
J. Homeless |
|
10,350 |
3,450 |
|
|
K. Drugs and Alcohol |
|
0 |
0 |
|
|
L. Prisoners |
|
0 |
0 |
|
|
M. Refugees and Immigrants |
|
0 |
0 |
|
|
N. Counselling and Advice (Social) |
•,-,-C\JC\ICOC)0C>C\11-00C\IN.
7,050
3,525 |
|
|
|
|
0. Crime PreventionNictim Support |
|
2,200 |
2,200 |
|
|
P. Holidays |
|
0 |
0 |
|
|
Q. Housing Trusts |
|
0 |
0 |
|
|
R. Families |
|
5,950 |
2,975, |
|
|
CC. Welfare General |
|
18,750 |
2,679 |
|
|
SUB-TOTAL |
21 |
63,950 |
3,045 |
| 3 |
EDUCATION & TRAINI |
S. Universities, Colleges & Adult Educt' |
1 |
4,000 |
4,000 |
|
|
T. Schools |
0 |
0 |
0 |
|
|
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 |
5 |
21,400 |
4,280 |
|
|
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 |
0 |
0 |
0 |
|
|
SUB-TOTAL |
15 |
56,250 |
3,750 |
|
|
GRAND TOTAL |
91 |
294,700 |
3,238 |
G. M. MORRISON CHARITABLE TRUST
APPENDIX 3
FOR THE YEAR ENDED 5 APRIL 2024