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up-to-date

Data for financial year ending 05 April 2018

The Steve Morgan Foundation

  • Income

    £6.7M

  • Spending

    £7.5M

  • Status

    Up-to-date

Charity no. 1087056

Contact details

Public address

  • The Steve Morgan Foundation, Po Box 3517, Chester, CH1 9ET

Aims & activities

Providing charitable support in the form of grants to organisations in Merseyside, Cheshire and North Wales which specialise in assisting young people, the disabled, the homeless and the disadvantaged.

What the charity does

  • Education/training
  • The advancement of health or saving of lives
  • Disability
  • The prevention or relief of poverty
  • Accommodation/housing
  • Economic/community development/employment

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities

How the charity works

  • Makes grants to individuals
  • Makes grants to organisations

Income and Endowments:

£6.7M

* £31.0M investment gains(losses)

Expenditure:

£7.5M

Assets and liabilities

  • £0.0K Own use assets
  • £176.9M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £90.4M Other assets
  • £7.7M Total liabilities
Financial history
Compliance history

Charitable spending ratios

111%
100%
0%

Charitable objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR ALL PURPOSES WHICH ARE CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES FROM TIME TO TIME

Governing document

TRUST DEED DATED 18 OCT 2000 AS AMENDED ON 14 MAY 2001 AS AMENDED ON 27 MAR 2017

Organisation type

Standard registration

Land And Property

This charity owns and/or leases land or property.

  • 6 Trustees
  • 4 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Stephen Peter Morgan (Chair) None on record
Vincent William Fairclough None on record
Rhiannon Ellis Walker None on record
Ashley Martin Lewis None on record
Sally Julia Morgan None on record
Jonathan Roderick Charles Masters None on record

Areas of operation

List of regions

  • Cheshire West & Chester
  • Conwy
  • Denbighshire
  • Flintshire
  • Gwynedd
  • Halton
  • Liverpool City
  • Sefton
  • Shropshire
  • Wirral