Registered charities in England and Wales
Data for financial year ending 05 April 2018
The Steve Morgan Foundation
- 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
- The advancement of health or saving of lives
- The prevention or relief of poverty
- 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:
* £31.0M investment gains(losses)
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
Charitable spending ratios
Ratios have to be put in context. They should be read in conjunction with the charity’s financial statements on which they’re based if they are to be interpreted correctly and sound conclusions drawn. For example the accounting rules affect what can be classed as income or expenditure. Where a charity which purchases land to further its objects the accounting rules do not permit including the purchase cost as charitable spending in its accounts. Instead it is ‘capitalised’ and shown on the balance sheet. Similarly a charity that receives an endowment it can’t spend may have a lower percentage of charitable spending as a proportion of income in the year of receipt as compared to the previous year as a result. Ratios may also be affected by the way a charity operates. For example, a charity which primarily generates income from investments may have lower cost of raising funds than one which employs fundraisers. A grant-making charity funding other charities to undertake an activity will have much lower staffing costs compared to a charity employing staff to perform that activity.
Charitable spending (including governance costs) as a percentage of the group’s total income available for charitable activities.
The charity group’s total income adjusted for the trading subsidiaries costs of income generation and other costs to give the percentage available to the parent for charitable spending.
The percentage of the charity’s total income retained for future use.
Accounts and trustees' annual report
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 documentTRUST DEED DATED 18 OCT 2000 AS AMENDED ON 14 MAY 2001 AS AMENDED ON 27 MAR 2017
Land And Property
This charity owns and/or leases land or property.
- 6 Trustees
- 4 Employees
- 0 Volunteers
|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
- Liverpool City