THE STEVE MORGAN FOUNDATION

Registered charity 1087056 · accounts filings on the Charity Commission register · also known as THE MORGAN FOUNDATION

Latest income
£7.3m
Latest spending
£9.6m
Registered
2001
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £274,922,440, a significant increase from the prior year's £270,014,659, driven by positive investment performance. The Trustees report no maximum or minimum level of reserves required to be held, noting that a large surplus is held substantially as a matter of policy to sustain the corpus and income stream. The charity remains in a strong financial position with adequate resources to continue in operational existence for the foreseeable future.

What the accounts disclose

Highest-paid employee band: £80,001 - £90,000 — above the median for charities its size (£76k)
1 employee received emoluments in excess of £60,000. (£80,000 - £90,000 2025: 1 2024:1)
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
1 employee received emoluments in excess of £60,000. — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: maximise unrestricted funds to ensure sufficient funds are available to cover awards payable, support and administration costs for the foreseeable future (held: £274.9m)
It is the policy of the Charity to maximise unrestricted funds, which are the free reserves of the Charity, to ensure sufficient funds are available to cover awards payable, support and administration costs for the foreseeable future. — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Bridgemere UK Limited provides resources for financial activities including accounting and investment management free of charge. Two of the Trustees are directors of this company. No adjustment was made as the value could not be quantified.
Some services have been provided by Bridgemere UK Limited free of charge, a company of which two of the Trustees are directors. No adjustment has been made to reflect this as it is not possible to quantify the value of such services.
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by DJH Audit Limited.

Year-over-year changes

Comparing this charity’s FY2023 and FY2025 accounts as analysed by this site.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£7.3m
Total spending
£9.6m
Cost of raising funds
£1.2m
Reserves (reported)
£274.9m
Employees
4

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cheshire West & Chester · Conwy · Denbighshire · Flintshire · Gwynedd · Halton · Liverpool City · Sefton · Wirral · Wrexham

Income and spending

Financial year endIncomeSpending
31/03/2025£7.3m£9.6m
31/03/2024£9.6m£12.6m
31/03/2023£9.4m£15.5m
31/03/2022£6.5m£54.2m
31/03/2021£14.0m£26.8m

Common questions

Is THE STEVE MORGAN FOUNDATION financially healthy?

The accounts state that unrestricted reserves stood at £274,922,440, a significant increase from the prior year's £270,014,659, driven by positive investment performance. The Trustees report no maximum or minimum level of reserves required to be held, noting that a large surplus is held substantially as a matter of policy to sustain the corpus and income stream. The charity remains in a strong financial position with adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by DJH Audit Limited.

What does the highest-paid employee of THE STEVE MORGAN FOUNDATION earn?

Per its FY2025 accounts, the highest-paid employee was in the £80,001 - £90,000 band, and 1 employees earned over £60,000.

Who funds THE STEVE MORGAN FOUNDATION?

Funders whose own accounts filings name THE STEVE MORGAN FOUNDATION as a grant recipient include JUVENILE DIABETES RESEARCH FOUNDATION LIMITED.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MORGAN CHARITABLE FOUNDATION.