MORRISTON-DAVIES SETTLEMENT IN CONNECTION WITH THE BRITISH THORACIC ASSOCIATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 13 October 1965
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £23,878
Latest expenditure: £33,370
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Lloyds Banking Group, City Park, The Droveway, HOVE, East Sussex, BN3 7AU

02 Activities

What the charity does

To provide a scholarship to be called the 'Morriston Davies Scholarship' to be awarded annually to a doctor or nurse for the furtherance of research into the prevention, treatment and cure of tuberculosis and other respiratory desease. The Trustees have complied with the duty in Section 4 of the Charity Act 2006 to have due regard to public benefit guidance published by the Charity Commission.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 4 February 2026
Total Gross Income: £23,878
Total Gross Expenditure: £33,370

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 13 January 2025
Total Gross Income: £23,853
Total Gross Expenditure: £40,295

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £25,939
Total Gross Expenditure: £8,915

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 30 May 2024
Date Accounts Received: 6 March 2024
Total Gross Income: £24,841
Total Gross Expenditure: £12,720

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 10 March 2022
Date Accounts Received: 10 March 2022
Total Gross Income: £121,988
Total Gross Expenditure: £138,374

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 4 February 2026
Total Gross Income: £23,878
Total Gross Expenditure: £33,370
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 13 January 2025
Total Gross Income: £23,853
Total Gross Expenditure: £40,295
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Total Gross Income: £25,939
Total Gross Expenditure: £8,915
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 30 May 2024
Total Gross Income: £24,841
Total Gross Expenditure: £12,720
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 10 March 2022
Total Gross Income: £121,988
Total Gross Expenditure: £138,374
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

07 Official extract

Charity Event History

Charity Name: MORRISTON-DAVIES SETTLEMENT IN CONNECTION WITH THE BRITISH THORACIC ASSOCIATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-10-13T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SETTLEMENT DATED 26TH JULY 1965
Charitable Objects: FOR OR TOWARDS EDUCATION IN AND RESEARCH INTO METHODS OF PREVENTION, TREATMENT AND CURE OF TUBERCULOSIS AND OTHER RESPIRATORY DISEASE AND OTHERWISE FOR OR TOWARDS THE PREVENTION TREATMENT AND CURE OF TUBERCULOSIS AND OTHER RESPIRATORY DISEASE, AND TO PROVIDE AN ANNUAL SCHOLARSHIP TO BE CALLED THE "MORRISTON-DAVIES SCHOLARSHIP" FOR A DOCTOR OR NURSE FOR THE FURTHERANCE OF THE OJBECTS ABOVE.
Area Of Benefit: NATIONAL

09 Official extract

Charity Other Names

Charity Name Id: 254439
Charity Name Type: Previous name
Charity Name: MORRISTON-DAVIES SETTLEMENT IN CONNEXION WITH THE BRITISH THORACIC AND TUBERCULOSIS ASSOCIATION

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

11 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests