CCEW Charity Commission profile

BERNARD MORRIS CHARITABLE TRUST

Registered charity 266532 · organisation 266532

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 11 December 1973
Removed: Not supplied
Financial period: 1 July 2025 – 30 June 2026
Latest income: £22,605
Latest expenditure: £68,986
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 5 WOLVERCOTE GREEN, OXFORD, OX2 8BD

02 Activities

What the charity does

the trust makes donations to needy individuals and institutions as the trustees deem fit

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Cycle Reference: AR26
Reporting Due Date: 30 April 2027
Date Annual Return Received: 4 August 2026
Total Gross Income: £22,605
Total Gross Expenditure: £68,986

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 22 July 2025
Date Accounts Received: 22 July 2025
Total Gross Income: £28,410
Total Gross Expenditure: £90,789

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 24 October 2024
Date Accounts Received: 24 October 2024
Total Gross Income: £48,909
Total Gross Expenditure: £107,348

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 2 May 2024
Total Gross Income: £10,103
Total Gross Expenditure: £119,872

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 22 November 2022
Total Gross Income: £7,463
Total Gross Expenditure: £116,431

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Due Date: 30 April 2027
Ar Received Date: 4 August 2026
Total Gross Income: £22,605
Total Gross Expenditure: £68,986
Grant Making Is Main Activity: Yes
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: AR25
Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 22 July 2025
Total Gross Income: £28,410
Total Gross Expenditure: £90,789
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: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 24 October 2024
Total Gross Income: £48,909
Total Gross Expenditure: £107,348
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: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 2 May 2024
Total Gross Income: £10,103
Total Gross Expenditure: £119,872
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: 2

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: BERNARD MORRIS CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1973-12-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 28TH JUNE 1973
Charitable Objects: TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE SETTLOR MAY FROM TIME TO TIME BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT AND SUBJECT TO AND IN DEFAULT OF ANY SUCH DIRECTION AND IN SO FAR AS SUCH DIRECTION MAY NOT EXTEND AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE. (FOR FURTHER DETAILS PLEASE SEE CLAUSE 3 OF THE CONSTITUTION).
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures