JUNIUS S MORGAN BENEVOLENT FUND
Financial health, per its FY2024 accounts
The accounts state that total income for the year was £416,596, with unrestricted reserves standing at £4,202,258. The charity reported a net expenditure of £81,161, which was offset by investment gains of £117,272, resulting in a net increase in funds. The Trustees consider the reserve levels to be at a suitable level to balance present and future needs.
What the accounts disclose
Trustees
- ALAN GIBBS
- ANDREW EVERARD MARTIN SMITH
- Andrew Gibbs
- THE BURDETT TRUST FOR NURSING
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £417k | £498k |
| 31/12/2023 | £336k | £409k |
| 31/12/2022 | £413k | £322k |
| 31/12/2021 | £309k | £268k |
| 31/12/2020 | £409k | £488k |
Common questions
Is JUNIUS S MORGAN BENEVOLENT FUND financially healthy?
The accounts state that total income for the year was £416,596, with unrestricted reserves standing at £4,202,258. The charity reported a net expenditure of £81,161, which was offset by investment gains of £117,272, resulting in a net increase in funds. The Trustees consider the reserve levels to be at a suitable level to balance present and future needs. Its FY2024 accounts were audited by HaysMac LLP.
Who funds JUNIUS S MORGAN BENEVOLENT FUND?
Funders whose own accounts filings name JUNIUS S MORGAN BENEVOLENT FUND as a grant recipient include THE BURDETT TRUST FOR NURSING.
Shared trustees with funders
- ALAN GIBBS — trustee here and at THE BURDETT TRUST FOR NURSING
- ANDREW EVERARD MARTIN SMITH — trustee here and at THE BURDETT TRUST FOR NURSING
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE BURDETT TRUST FOR NURSING | FY2022 | £300k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JD FOUNDATION | 1 | £561k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £102k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST | 1 | £17k |
| UNSEEN (UK) | 1 | £15k |
| G F EYRE CHARITABLE TRUST | 1 | £800 |