Charity Accounts Intelreading the accounts so you don’t have to

THE MORGAN CHARITABLE FOUNDATION

Registered charity 283128 · accounts filings on the Charity Commission register · also known as ERICH MARKUS CHARITABLE FOUNDATION

To provide funds for the benefit of worthy Charitable Organisations.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · Overseas Aid/famine Relief · Accommodation/housing · Grant history (this charity is a funder) · Get email alerts

Latest income
£140k
Latest spending
£133k
Registered
1981
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £6,676,255, which exceeds the trustees' stated policy target of maintaining sufficient funds to cover at least three months of management administration and support costs. The charity reported a net movement in funds of £661,538, driven by investment gains, while total expenditure on charitable activities and fundraising was £133,301.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three months of management administration and support costs (held: £6.7m)
“The trustees’ policy is to operate on the basis of being able to continue to generate sufficient incoming resources to maintain reserves at a level sufficient: (1) to cover at least three months of management administration and support costs” — page 5
Per its FY2024 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: Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2024£140k£133k
31/12/2023£135k£137k
31/12/2022£137k£124k
31/12/2021£137k£120k
31/12/2020£127k£115k

Common questions

Is THE MORGAN CHARITABLE FOUNDATION financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £6,676,255, which exceeds the trustees' stated policy target of maintaining sufficient funds to cover at least three months of management administration and support costs. The charity reported a net movement in funds of £661,538, driven by investment gains, while total expenditure on charitable activities and fundraising was £133,301. Its FY2024 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
THE BURDETT TRUST FOR NURSING1£800k
THE MASTER CHARITABLE TRUST1£323k
JUVENILE DIABETES RESEARCH FOUNDATION LIMITED1£245k
PRISM THE GIFT FUND1£219k
THE BORROWS CHARITABLE TRUST1£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with JUNIUS S MORGAN BENEVOLENT FUND.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE MORGAN CHARITABLE FOUNDATION£140k—0above—no doubt
JUNIUS S MORGAN BENEVOLENT FUND FY2025£368k—0unclear—no doubt
MORGAN'S ARMY CHARITABLE FOUNDATION FY2025£250k—0unclear—no doubt
THE STEVE MORGAN FOUNDATION FY2025£7.3m£80,001 - £90,0001above—no doubt
MERRIMAN CHARITABLE FOUNDATION FY2025£251k—0unclear—no doubt
THE CSJ FOUNDATION FY2025£2.1m——unclear—no doubt

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