THE VALERIE EVELYN MORANT TRUST
Financial health, per its FY2023 accounts
The accounts state that the charity holds total net assets of £5,023,758, comprising £443,910 in unrestricted funds and £4,579,848 in endowment funds. The trustees confirm the charity has adequate resources to continue as a going concern and meet liabilities as they fall due. However, the charity reported a net expenditure of £37,485 for the year, largely driven by a £327,026 loss on investment revaluations.
What the accounts disclose
Trustees
- Katharine Manning
- RICHARD FISHER
- Sally Louise Kinsey
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £158k | £154k |
| 05/04/2024 | £182k | £138k |
| 05/04/2023 | £177k | £48k |
| 05/04/2022 | £152k | £198k |
| 05/04/2021 | £143k | £45k |
Common questions
Is THE VALERIE EVELYN MORANT TRUST financially healthy?
The accounts state that the charity holds total net assets of £5,023,758, comprising £443,910 in unrestricted funds and £4,579,848 in endowment funds. The trustees confirm the charity has adequate resources to continue as a going concern and meet liabilities as they fall due. However, the charity reported a net expenditure of £37,485 for the year, largely driven by a £327,026 loss on investment revaluations. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £102k |
| THE ALBERT DAWSON EDUCATIONAL TRUST | 1 | £23k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| THE ABDALLA FOUNDATION | 1 | £7k |
| YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £3k |