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.

Objects

TO OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTION OR CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSE OR CHARITABLE PURPOSES OR CHARITABLE OBJECT OR CHARITABLE OBJECTS AS THE TRUSTEES SHALL THINK FIT OR BY DEED APPOINT.

Area of benefit: UNDEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Barnet, London, England (from the postcode on the register)

Latest income

£139k

Latest spending

£124k

Registered

1981

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £6,684,358, 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 £8,103, driven by investment income of £138,806 against total expenditure of £123,624. The trustees confirmed that the charity has sufficient funds to maintain its current level of charitable distributions.

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

What the accounts disclose

Reserves policy: three months of management administration and support costs (reserves figure: £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 FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission; Care Inspectorate Wales (CIW); Estyn: Her Majesty's Inspectorate For Education And Training In Wales; Financial Conduct Authority; Homes England; Healthcare Inspectorate Wales (HIW); Ofsted (Office For Standards In Education); Welsh Government (Social Landlords And Housing Associations). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

LESLIE MORGANchair
CARMEN GLEEN
MOLLY FELICE TIROCHE
NELLY LEVENE
RONNIE ALBERT MORGAN

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
31/12/2025	£139k	£124k
31/12/2024	£140k	£133k
31/12/2023	£135k	£137k
31/12/2022	£137k	£124k
31/12/2021	£137k	£120k

Common questions

Is THE MORGAN CHARITABLE FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £6,684,358, 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 £8,103, driven by investment income of £138,806 against total expenditure of £123,624. The trustees confirmed that the charity has sufficient funds to maintain its current level of charitable distributions. Its FY2025 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.

Funder	Similar charities funded	Amount to them
JUVENILE DIABETES RESEARCH FOUNDATION LIMITED	1	£245k
CARE MERSEYSIDE	1	£271

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MORGAN FAMILY CHARITABLE TRUST.

THE MORGAN FAMILY CHARITABLE TRUST income £80k
G M MORRISON CHARITABLE TRUST income £384k
THE MORGAN BLAKE CHARITABLE TRUST income £28k
THE MANACKERMAN CHARITABLE TRUST income £153k
MAGEN CHARITABLE TRUST income £165k
THE GORDON FAMILY CHARITABLE TRUST income £12k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE MORGAN CHARITABLE FOUNDATION	£139k	—	above	—	no doubt
THE MORGAN FAMILY CHARITABLE TRUST FY2025	£80k	—	above	—	no doubt
G M MORRISON CHARITABLE TRUST FY2025	£384k	—	unclear	—	no doubt
THE MORGAN BLAKE CHARITABLE TRUST FY2025	£28k	—	unclear	—	no doubt
THE MANACKERMAN CHARITABLE TRUST FY2025	£153k	—	within	—	no doubt
MAGEN CHARITABLE TRUST FY2025	£165k	—	above	—	no doubt

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