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|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|
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||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|
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|||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|
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|||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|
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|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|
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|Expenditure on raising funds|||
|---|---|---|
||Unrestricted|Unrestricted|
||funds|funds|
||2024|2023|
||£|£|
|Investment management|84,984|90,306|
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|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|
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|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)|
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|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
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||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|
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|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
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||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
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