BRIAN MURTAGH CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 26 July 2004
Removed: Not supplied
Financial period: 1 February 2024 – 31 January 2025
Latest income: £855,735
Latest expenditure: £466,093
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Flat 3, 9 Lostwithiel Street, FOWEY, Cornwall, PL23 1BD

Website recorded by the regulator: www.brianmurtaghct.org.uk (displayed as text)

02 Activities

What the charity does

We are a family trust which makes grants to small charitable organisations with an income below £300,000. We support children & young adults UK and worldwide in the areas of physical & learning disabilities, social disadvantage, education, poverty, sickness & trauma. We aim to support small charities and enable them to grow. All applications must be made through our online website.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 November 2025
Date Annual Return Received: 29 November 2025
Date Accounts Received: 29 November 2025
Total Gross Income: £855,735
Total Gross Expenditure: £466,093

Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 November 2024
Date Annual Return Received: 28 November 2024
Date Accounts Received: 28 November 2024
Total Gross Income: £111,503
Total Gross Expenditure: £523,863

Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 November 2023
Date Annual Return Received: 30 November 2023
Date Accounts Received: 30 November 2023
Total Gross Income: £405,720
Total Gross Expenditure: £556,349

Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 November 2022
Date Annual Return Received: 24 November 2022
Date Accounts Received: 24 November 2022
Total Gross Income: £909,737
Total Gross Expenditure: £613,625

Fin Period Start Date: 1 February 2020
Fin Period End Date: 31 January 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 November 2021
Date Annual Return Received: 13 October 2021
Date Accounts Received: 13 October 2021
Total Gross Income: £341,020
Total Gross Expenditure: £336,081

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: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Due Date: 30 November 2025
Ar Received Date: 29 November 2025
Total Gross Income: £855,735
Total Gross Expenditure: £466,093
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: Yes
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Due Date: 30 November 2024
Ar Received Date: 28 November 2024
Total Gross Income: £111,503
Total Gross Expenditure: £523,863
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: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 30 November 2023
Total Gross Income: £405,720
Total Gross Expenditure: £556,349
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: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Due Date: 30 November 2022
Ar Received Date: 24 November 2022
Total Gross Income: £909,737
Total Gross Expenditure: £613,625
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: 1 February 2020
Fin Period End Date: 31 January 2021
Ar Due Date: 30 November 2021
Ar Received Date: 13 October 2021
Total Gross Income: £341,020
Total Gross Expenditure: £336,081
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 Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Due Date: 30 November 2025
Ar Received Date: 29 November 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 472257
Income Other: 383478
Income Total Income And Endowments: 855735
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £466,093
Expenditure Other: 0
Expenditure Total: 466093
Expenditure Investment Management: 0
Expenditure Grants Institution: 457113
Expenditure Governance: 8980
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 383478
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 5457027
Assets Own Use: 0
Assets Long Term Investment: 5457027
Defined Benefit Pension Scheme: 0
Assets Other Assets: £24,514
Assets Total Liabilities: £33,119
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,448,422
Creditors One Year Total Current: 33119
Creditors Falling Due After One Year: 0
Assets Cash: £24,514
Funds Endowment: 0
Funds Unrestricted: 5448422
Funds Restricted: 0
Funds Total: 5448422
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Due Date: 30 November 2022
Ar Received Date: 24 November 2022
Income Donations And Legacies: 230000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 679737
Income Other: 0
Income Total Income And Endowments: 909737
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £613,625
Expenditure Other: 0
Expenditure Total: 613625
Expenditure Investment Management: 0
Expenditure Grants Institution: 609104
Expenditure Governance: 4521
Expenditure Support Costs: 4521
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £6,964,893
Assets Total Fixed: 6714818
Assets Own Use: 6714818
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £253,526
Assets Total Liabilities: £3,451
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,964,893
Creditors One Year Total Current: 3451
Creditors Falling Due After One Year: 0
Assets Cash: £253,526
Funds Endowment: 0
Funds Unrestricted: 6964893
Funds Restricted: 0
Funds Total: 6964893
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

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

08 Official extract

Charity Event History

Charity Name: BRIAN MURTAGH CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-07-26T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 25 JUNE 2004AS AMENDED BY RESOLUTION DATED 28 SEP 2018
Charitable Objects: FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT
Area Of Benefit: WORLDWIDE

10 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management