The Governance RegisterEdition 2026 · Compiled 12th July 2026

Sydney Morris Trust Fund

Registered charity 507364 Registered since 1978

Operates: Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

4 trustees on the board

8.2y median 9y
average tenure
13y
longest tenure

Trustees past 6 years

15.4y
average years in governance

First-time vs portfolio trustees

First-time (4)

1
company-linked trustees

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Arts and leisure 1Health and social care 1Other services 1

Gaps to watch

  • Several long-serving trustees could step down together
  • Narrow spread of causes across the board

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2021
2022
2023
2024
2025
incomespending£9k latest income · income exceeded spending in 2024 and 2025

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Also active in the same field

Deterministic, from public records.

Contact

EmailGARYVALEUK@YAHOO.CO.UK
Phone07774619555
Address46 The Close, Cleeve Prior, Worcestershire, WR11 8LF

Finances

£9,029 latest income

YearIncomeSpending
2021£8,234£4,224
2022£8,568£5,123
2023£10,162£5,705
2024£9,041£4,111
2025£9,029£6,866

What it does

What

The Prevention Or Relief Of Poverty

Who

Other Defined Groups

How

Makes Grants To Individuals

Charitable objects

The prevention or relief of poverty or financial hardship by providing: grants, items and services to Freemasons, either past or present, and their dependents in need in England and Wales and/or charities, or other organisations working to prevent or relieve poverty.

Governing document: WILL PROVED AT THE PRINCIPAL PROBATE REGISTRY ON 23 MARCH 1950 AND BY-LAWS DATED 18 APRIL 1977 as amended on 18 Feb 2025

Trustees (4)

4trustees
82median age
1aged 70+

Connected charities (0)

No charities share a trustee (from current data).

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