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ETHEL AND GWYNNE MORGAN TRUST

Registered charity 800272 · accounts filings on the Charity Commission register

Latest income
£231k
Latest spending
£317k
Registered
1988
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds substantial net assets of £3,211,725, comprising unrestricted and endowment funds, with a cash balance of £200,189. Per the trustees' report, the reduction in net assets from the prior year is attributed to market downturns at the year-end, which the trustees note have since been reversed and are an expected part of their investment strategy. The charity generated a net expenditure of £161,579 after accounting for investment losses, but maintains a strong liquidity position to support ongoing grant-making activities.

What the accounts disclose

Reserves policy: To maintain sufficient cash at bank to enable grants to be made on an ongoing basis and to provide for grants promised in principle. To protect the capital value of its investments and maintain a level of income that supports its grant making activities. (held: £112k)
“The Trustees policy on reserves is · To maintain sufficient cash at bank to enable grants to be made on an ongoing basis and to provide for grants promised in principle. · To protect the capital value of its investments and maintain a level of income that supports its grant making activities.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to charity where a trustee is employed
“The only related party is The Avenues Youth Project. In 2024-25 a grant of £3,000 was made to this charity for which Beth Talbott works as financial controller. She abstains from any decisions in relation to this charity.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£231k£317k
05/04/2024£139k£121k
05/04/2023£100k£57k
05/04/2022£53k£46k
05/04/2021£50k£45k

Common questions

Is ETHEL AND GWYNNE MORGAN TRUST financially healthy?

The accounts state that the charity holds substantial net assets of £3,211,725, comprising unrestricted and endowment funds, with a cash balance of £200,189. Per the trustees' report, the reduction in net assets from the prior year is attributed to market downturns at the year-end, which the trustees note have since been reversed and are an expected part of their investment strategy. The charity generated a net expenditure of £161,579 after accounting for investment losses, but maintains a strong liquidity position to support ongoing grant-making activities. 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.

FunderSimilar charities fundedAmount to them
THE BURDETT TRUST FOR NURSING1£300k
DEBMAR BENEVOLENT TRUST LIMITED1£190k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST.