JUNIUS S MORGAN BENEVOLENT FUND
Grant making Trust for Nurses in hardship
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.
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 |
|---|---|---|
| 31/12/2025 | £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
- 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 | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BURDETT TRUST FOR NURSING | FY2022 | £300k | Hardship grants to nurses |
| THE BURDETT TRUST FOR NURSING | FY2024 | £300k | Supporting current and former nurses and midwives in financial hardship |
| THE BURDETT TRUST FOR NURSING | FY2023 | £200k | Towards nursing in hardship |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £649k |
| THE JD FOUNDATION | 1 | £561k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £183k |
| THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST | 1 | £27k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| UNSEEN (UK) | 1 | £15k |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £12k |
| DUCHY OF LANCASTER BENEVOLENT FUND | 1 | £5k |
Charities like this
- THE MORGAN CHARITABLE FOUNDATION
- THE NATIONAL BENEVOLENT CHARITY
- MORGAN'S ARMY CHARITABLE FOUNDATION
- CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND
- 1692
- THE ROBERT JONES AND AGNES HUNT ORTHOPAEDIC HOSPITAL CHARITABLE FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| JUNIUS S MORGAN BENEVOLENT FUND | £368k | — | 0 | unclear | — | no doubt |
| THE MORGAN CHARITABLE FOUNDATION | £140k | — | 0 | above | — | no doubt |
| THE NATIONAL BENEVOLENT CHARITY | £430k | — | — | unclear | — | no doubt |
| MORGAN'S ARMY CHARITABLE FOUNDATION | £250k | — | 0 | unclear | — | no doubt |
| CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND | £697k | — | — | unclear | — | no doubt |
| 1692 | £462k | — | 0 | within | — | no doubt |