The Morgan Family Charitable Trust
Registered charity 1125643 Registered since 2008
Operates: Oxfordshire
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Sector coverage
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- Small board - little cover if a trustee leaves
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- The Whitwam Family Charitable Foundation Similar size; both General purposes
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Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.
Contact
| james@morgan-ttp.co.uk | |
| Phone | 01553604200 |
| Address | Morgan Trusts & Tax Planning Limited, Westgate House, 42 Chapel Street, King's Lynn, Norfolk, PE30 1EF |
Finances
£80,269 latest income
| Year | Income | Spending |
|---|---|---|
| 2021 | £26,017 | £38,170 |
| 2022 | £201,090 | £36,672 |
| 2023 | £57,582 | £34,426 |
| 2024 | £78,757 | £33,809 |
| 2025 | £80,269 | £34,084 |
What it does
What
General Charitable PurposesEducation/trainingWho
The General Public/mankindHow
Makes Grants To IndividualsMakes Grants To OrganisationsCharitable objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLYTHE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND INSUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSESFOR THE PUBLIC BENEFIT IN THE UNITED KINGDOM AS THE TRUSTEES MAY IN THEIR DISCRETIONTHINK FIT.THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THISDEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANYPART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANYINVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THECAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OFSUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THECHARITY ARISING IN THE THEN CURRENT YEAR.
Governing document: TRUST DEED DATED 04 AUG 2008AS AMENDED ON 25 MAY 2016
Trustees (2)
Connected charities (0)
No charities share a trustee (from current data).
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