KAREN MORRIS MEMORIAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 5 May 2011
Removed: Not supplied
Company number supplied: 07516569
Financial period: 1 June 2024 – 31 May 2025
Latest income: £169,226
Latest expenditure: £213,404
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 8 HAVERHILL ROAD, STAPLEFORD, CAMBRIDGE, CB22 5BX

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

02 Activities

What the charity does

The objectives and principal activities of the charity are to provide relief for people affected by leukaemia. The charity is committed to providing 'Karen's Home from Home' for family members of those undergoing treatment at Hammersmith and other UK hospitals and for providing other appropriate support for haematology patients at leading UK hospitals.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 June 2024
Fin Period End Date: 31 May 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 March 2026
Date Annual Return Received: 12 March 2026
Date Accounts Received: 26 March 2026
Total Gross Income: £169,226
Total Gross Expenditure: £213,404

Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 March 2025
Date Annual Return Received: 16 February 2025
Date Accounts Received: 16 February 2025
Total Gross Income: £648,326
Total Gross Expenditure: £202,995

Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 March 2024
Date Annual Return Received: 22 February 2024
Date Accounts Received: 28 February 2024
Total Gross Income: £201,892
Total Gross Expenditure: £171,467

Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 March 2023
Date Annual Return Received: 20 March 2023
Date Accounts Received: 17 March 2023
Total Gross Income: £131,243
Total Gross Expenditure: £166,962

Fin Period Start Date: 1 June 2020
Fin Period End Date: 31 May 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 March 2022
Date Annual Return Received: 15 March 2022
Date Accounts Received: 24 February 2022
Total Gross Income: £76,455
Total Gross Expenditure: £163,365

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 June 2024
Fin Period End Date: 31 May 2025
Ar Due Date: 31 March 2026
Ar Received Date: 12 March 2026
Total Gross Income: £169,226
Total Gross Expenditure: £213,404
Grant Making Is Main Activity: No
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
Employees Salary Over 60k: No
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Due Date: 31 March 2025
Ar Received Date: 16 February 2025
Total Gross Income: £648,326
Total Gross Expenditure: £202,995
Grant Making Is Main Activity: No
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: 11

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Due Date: 31 March 2024
Ar Received Date: 22 February 2024
Total Gross Income: £201,892
Total Gross Expenditure: £171,467
Grant Making Is Main Activity: No
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 June 2021
Fin Period End Date: 31 May 2022
Ar Due Date: 31 March 2023
Ar Received Date: 20 March 2023
Total Gross Income: £131,243
Total Gross Expenditure: £166,962
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 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 June 2020
Fin Period End Date: 31 May 2021
Ar Due Date: 31 March 2022
Ar Received Date: 15 March 2022
Total Gross Income: £76,455
Total Gross Expenditure: £163,365
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Due Date: 31 March 2025
Ar Received Date: 16 February 2025
Income Donations And Legacies: 590401
Income Other Trading Activities: 41542
Income Charitable Activities: 0
Income Investments: 16383
Income Other: 0
Income Total Income And Endowments: 648326
Income Legacies: 545424
Income Endowments: 0
Expenditure Raising Funds: £5,851
Expenditure Charitable Expenditure: £195,586
Expenditure Other: 1558
Expenditure Total: 202995
Expenditure Investment Management: 2997
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 1558
Expenditure Depreciation: 0
Gain Loss Investment: 89673
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £975,850
Assets Total Fixed: 992477
Assets Own Use: 0
Assets Long Term Investment: 992477
Defined Benefit Pension Scheme: 0
Assets Other Assets: £573,772
Assets Total Liabilities: £90,399
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,475,850
Creditors One Year Total Current: 90399
Creditors Falling Due After One Year: 0
Assets Cash: £295,623
Funds Endowment: 0
Funds Unrestricted: 975850
Funds Restricted: 500000
Funds Total: 1475850
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

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

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

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

08 Official extract

Charity Event History

Charity Name: KAREN MORRIS MEMORIAL TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2013-05-07T00:00:00
Assoc Organisation Number: 3961577
Assoc Registered Charity Number: 1075539
Assoc Charity Name: KAREN MORRIS MEMORIAL TRUST

Charity Name: KAREN MORRIS MEMORIAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-05-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 03/02/2011
Charitable Objects: 1) FOR THE PROTECTION AND PRESERVATION OF HEALTH IN THE UNITED KINGDOM AND ABROAD AND (WITHOUT AFFECTING THE GENERALITY OF THIS SUB-CLAUSE) FOR THE RELIEF OF PEOPLE AFFECTED BY LEUKAEMIA AND FOR THE PROMOTION OF RESEARCH INTO LEUKAEMIA AND ALLIED CONDITIONS AND FOR THE DISSEMINATION OF THE USEFUL RESULTS OF SUCH RESEARCH; AND2) FOR THE PROMOTION AND ADVANCEMENT OF EDUCATION IN THE UNITED KINGDOM AND ABROAD.
Area Of Benefit: NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS

10 Official extract

Charity Other Names

Charity Name Id: 504307
Charity Name Type: Working name
Charity Name: KMMT

Charity Name Id: 504306
Charity Name Type: Previous name
Charity Name: KAREN MORRIS MEMORIAL TRUST (1)

11 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures