CCEW Charity Commission profile

MRS J M PALMER-MOREWOOD CHARITABLE TRUST

Registered charity 1152297 · organisation 5038273

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
5 June 2013
Removed
Not supplied
Financial period
2 February 2025 – 1 February 2026
Latest income
£11,417
Latest expenditure
£15,052
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Ludlow Trust Co Ltd, Tower Wharf, Cheese Lane, BRISTOL, BS2 0JJ

02 Activities

What the charity does

Charity to benefit 14 named beneficairies or such other charitable bodies and organisations as the trustees shall nominate during the trust period:- Cancer Research UK, RNIB, Institute of Cancer, NSPCA., NSPCC, RSPCA, Guide Dogs for the Blind, Arthritis Care, RNLI, Battersea Dogs Home, British Red Cross, Help the Aged, National Trust and RAF Benevolent Fund.

03 Official extract

Charity Annual Return History

Fin Period Start Date
2 February 2025
Fin Period End Date
1 February 2026
Ar Cycle Reference
AR26
Reporting Due Date
1 December 2026
Date Annual Return Received
25 August 2026
Total Gross Income
£11,417
Total Gross Expenditure
£15,052
Fin Period Start Date
2 February 2024
Fin Period End Date
1 February 2025
Ar Cycle Reference
AR25
Reporting Due Date
1 December 2025
Date Annual Return Received
6 October 2025
Total Gross Income
£6,162
Total Gross Expenditure
£14,619
Fin Period Start Date
2 February 2023
Fin Period End Date
1 February 2024
Ar Cycle Reference
AR24
Reporting Due Date
1 December 2024
Date Annual Return Received
18 November 2024
Total Gross Income
£6,203
Total Gross Expenditure
£13,932
Fin Period Start Date
2 February 2022
Fin Period End Date
1 February 2023
Ar Cycle Reference
AR23
Reporting Due Date
1 December 2023
Date Annual Return Received
1 December 2023
Total Gross Income
£4,492
Total Gross Expenditure
£14,144
Fin Period Start Date
2 February 2021
Fin Period End Date
1 February 2022
Ar Cycle Reference
AR22
Reporting Due Date
1 December 2022
Date Annual Return Received
9 September 2022
Total Gross Income
£4,354
Total Gross Expenditure
£2,594

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
2 February 2025
Fin Period End Date
1 February 2026
Ar Due Date
1 December 2026
Ar Received Date
25 August 2026
Total Gross Income
£11,417
Total Gross Expenditure
£15,052
Grant Making Is Main Activity
Yes
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

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
111
Classification Type
What
Classification Description
Animals
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name
MRS J M PALMER-MOREWOOD CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2013-06-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 01 FEB 1980
Charitable Objects
THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND AND THE INCOME THEREOF IN TRUST FOR ALL OR SUCH ONE OR MORE EXCLUSIVELY OF:I) THE BENEFICIARIES (SEE SCHEDULE FOR LIST OF CHARITIES); ANDII) SUCH OTHER CHARITABLE BODIES AND ORGANISATIONS AS THE TRUSTEES SHALL NOMINATE BY ANY WRITTEN RESOLUTION FROM TIME TO TIME DURING THE TRUST PERIODAT SUCH TIME OR RESPECTIVE TIMES IF MORE THAN ONE IN SUCH SHARES AND WITH SUCH TRUSTS FOR THEIR RESPECTIVE BENEFIT AS THE TRUSTEES SHALL IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION FROM TIME TO TIME.

09 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures