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THE MORGAN FAMILY CHARITABLE TRUST

Registered charity 1125643 · accounts filings on the Charity Commission register · also known as THE MORGAN FAMILY TRUST

Grant making charity

Causes: General Charitable Purposes · Education/training · Get email alerts

Latest income
£80k
Latest spending
£34k
Registered
2008
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £2,200,556, driven by significant investment gains. The charity holds £143,872 in unrestricted general funds and maintains a reserves policy to cover pledges and grants payable. The independent examiner confirmed that no material matters came to attention during the examination of the accounts.

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

What the accounts disclose

Largest income source: Investment income
“Investment income: Investments 1 80.269”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient funds to cover the pledges that have been made and other grants that are payable on a one-off basis (held: £144k)
“The Trustees maintain sufficient funds to cover the pledges that have been made and other grants that are payable on a one-off basis.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Oxfordshire

Income and spending

Financial year endIncomeSpending
31/08/2025£80k£34k
31/08/2024£79k£34k
31/08/2023£58k£34k
31/08/2022£201k£37k
31/08/2021£26k£38k

Common questions

Is THE MORGAN FAMILY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £2,200,556, driven by significant investment gains. The charity holds £143,872 in unrestricted general funds and maintains a reserves policy to cover pledges and grants payable. The independent examiner confirmed that no material matters came to attention during the examination of the accounts. Its FY2025 accounts were independently examined.