JUNIUS S MORGAN BENEVOLENT FUND

Registered charity 1131892 · accounts filings on the Charity Commission register

Grant making Trust for Nurses in hardship

Causes: The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£368k
Latest spending
£232k
Registered
2009
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves stood at £4,182,328 at the year end, a slight decrease from the previous year's £4,202,258. The trustees consider these reserves to be at a suitable level to balance present and future needs, noting that the spending policy will be reviewed in 2027. The charity reported a net loss of £19,930 for the year, primarily driven by an unrealised investment loss of £155,602, despite generating a net income from operations of £135,672.

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

What the accounts disclose

Accounts audited by Saffery LLP. Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£368k£232k
31/12/2024£417k£498k
31/12/2023£336k£409k
31/12/2022£413k£322k
31/12/2021£309k£268k

Common questions

Is JUNIUS S MORGAN BENEVOLENT FUND financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted reserves stood at £4,182,328 at the year end, a slight decrease from the previous year's £4,202,258. The trustees consider these reserves to be at a suitable level to balance present and future needs, noting that the spending policy will be reviewed in 2027. The charity reported a net loss of £19,930 for the year, primarily driven by an unrealised investment loss of £155,602, despite generating a net income from operations of £135,672. Its FY2025 accounts were audited by Saffery 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

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
THE BURDETT TRUST FOR NURSINGFY2022£300kHardship grants to nurses
THE BURDETT TRUST FOR NURSINGFY2024£300kSupporting current and former nurses and midwives in financial hardship
THE BURDETT TRUST FOR NURSINGFY2023£200kTowards nursing in hardship

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.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
JUNIUS S MORGAN BENEVOLENT FUND£368k—0unclear—no doubt
THE MORGAN CHARITABLE FOUNDATION FY2024£140k—0above—no doubt
THE NATIONAL BENEVOLENT CHARITY FY2025£430k——unclear—no doubt
MORGAN'S ARMY CHARITABLE FOUNDATION FY2025£250k—0unclear—no doubt
CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND FY2025£697k——unclear—no doubt
1692 FY2025£462k—0within—no doubt

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