MAVIS JEAN MORSE CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 16 February 2010
Removed: Not supplied
Financial period: 20 October 2024 – 19 October 2025
Latest income: £19,373
Latest expenditure: £28,576
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 3 WEST BOROUGH, WIMBORNE, DORSET, BH21 1LU

02 Activities

What the charity does

The charity operates in Dorset and donates to charitable institutions chosen at the descretion of the Trustees

03 Official extract

Charity Annual Return History

Fin Period Start Date: 20 October 2024
Fin Period End Date: 19 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 19 August 2026
Date Annual Return Received: 12 August 2026
Total Gross Income: £19,373
Total Gross Expenditure: £28,576

Fin Period Start Date: 20 October 2023
Fin Period End Date: 19 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 19 August 2025
Date Annual Return Received: 11 August 2025
Total Gross Income: £20,478
Total Gross Expenditure: £11,703

Fin Period Start Date: 20 October 2022
Fin Period End Date: 19 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 19 August 2024
Date Annual Return Received: 29 June 2024
Total Gross Income: £23,009
Total Gross Expenditure: £30,325

Fin Period Start Date: 20 October 2021
Fin Period End Date: 19 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 19 August 2023
Date Annual Return Received: 19 August 2023
Total Gross Income: £18,026
Total Gross Expenditure: £14,037

Fin Period Start Date: 20 October 2020
Fin Period End Date: 19 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 19 August 2022
Date Annual Return Received: 7 October 2022
Total Gross Income: £16,022
Total Gross Expenditure: £16,983

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: 20 October 2024
Fin Period End Date: 19 October 2025
Ar Due Date: 19 August 2026
Ar Received Date: 12 August 2026
Total Gross Income: £19,373
Total Gross Expenditure: £28,576
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: 20 October 2023
Fin Period End Date: 19 October 2024
Ar Due Date: 19 August 2025
Ar Received Date: 11 August 2025
Total Gross Income: £20,478
Total Gross Expenditure: £11,703
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: 20 October 2022
Fin Period End Date: 19 October 2023
Ar Due Date: 19 August 2024
Ar Received Date: 29 June 2024
Total Gross Income: £23,009
Total Gross Expenditure: £30,325
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: 20 October 2021
Fin Period End Date: 19 October 2022
Ar Due Date: 19 August 2023
Ar Received Date: 19 August 2023
Total Gross Income: £18,026
Total Gross Expenditure: £14,037
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other 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: 20 October 2020
Fin Period End Date: 19 October 2021
Ar Due Date: 19 August 2022
Ar Received Date: 7 October 2022
Total Gross Income: £16,022
Total Gross Expenditure: £16,983
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

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: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

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

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

07 Official extract

Charity Event History

Charity Name: MAVIS JEAN MORSE CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2010-02-16T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT WINCHESTER PROBATE REGISTRY ON 30 MARCH 2009
Charitable Objects: UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL THEREOF FOR OR TOWARDS SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS MY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: UNDEFINED. IN PRACTICE, LOCAL.

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management