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THE STEVE MORGAN FOUNDATION

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

Providing charitable support in the form of grants to organisations in Merseyside, West Cheshire, North Wales and North Shropshire which specialise in assisting young people, the disabled, the homeless and the disadvantaged.

Objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR ALL PURPOSES WHICH ARE CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES FROM TIME TO TIME

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Halton, North West, England (from the postcode on the register)

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £80,001 - £90,000 — above the median for charities its size (£70k)
“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.
Largest income source: Investment income (99% of income)
“Investment income 7,182,205”
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 (reserves figure: £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. Discloses 6 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Employees paid over £60,000: 1 (£80,001–£90,000: 1)
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Employees paid over £60,000: 1 (£80,001–£90,000: 1)
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

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.

Public profiles (found on the charity’s own website): facebook · instagram

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

Per its annual return, largest income source: Investments (99% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 16.1% of total income — above the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

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?

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. 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, CARE MERSEYSIDE.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
JUVENILE DIABETES RESEARCH FOUNDATION LIMITEDFY2025£100kBarrett Trial
JUVENILE DIABETES RESEARCH FOUNDATION LIMITEDFY2025£100kGrand Challenge establishment costs
JUVENILE DIABETES RESEARCH FOUNDATION LIMITEDFY2025£45kSupport and awareness
CARE MERSEYSIDEFY2021£271Capital IT equipment for Sessional workers to carry out their duties.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
UK government28/09/2020£10.0mCMC - Steve Morgan Foundation

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.

FunderSimilar charities fundedAmount to them
THE REISNER CHARITABLE FOUNDATION LTD1£5k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE STEVE MORGAN FOUNDATION£7.3m£80,001 - £90,0001above—no doubt
THE MORGAN CHARITABLE FOUNDATION FY2025£139k—0above—no doubt
STEINBOCK FOUNDATION FY2025£349k—0unclear—no doubt
THE HELPING FOUNDATION FY2025£23.9m—0unclear—no doubt
THE SUSAN AND STEPHEN JAMES CHARITABLE SETTLEMENT FY2024£377—0unclear—no doubt
THE WEST FOUNDATION FY2025£77k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.