Finance Score: 0

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE ALAN AND JANET MORGAN CHARITABLE TRUST

The purpose of the trust is to provide donations to help support the advancement of education and development of the arts and artistic institutions as well as support of other national charities (incl. Armed Forces and children's charities). Grants will be considered from areas in the UK and overseas and may also be made to individuals where the funds will be used in the arts or education world.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/01/23		£0	£9	£-9	n/a	n/a	n/a	n/a	n/a
31/01/22		£0	£11	£-11	n/a	n/a	n/a	n/a	n/a
31/01/21		£0	£5	£-5	n/a	n/a	n/a	n/a	n/a
31/01/20		£20	£4	£16	n/a	n/a	n/a	n/a	n/a
31/01/19	*	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/01/18		£0	£0	£0	£0	£0	£0	n/a	0
31/01/17		£10	£0	£10	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 8 years

ajmcharitabletrust@gmail.com

02076035998

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ELENA KOLESNIKOVA Appointed: 2021

JANET CULLIS MORGAN Appointed: 2015

ALAN MORGAN (Chair) Appointed: 2015, Occupation: Investor, Other trusteeships: CITY OF LONDON SINFONIA LIMITED, CLIFTON COLLEGE DEVELOPMENT TRUST,

Legal constitution

Charity registered in England & Wales on 05/07/2016, number: 1168028

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

7 returns made; AR19: 181 days late,

Main office

22 Adam & Eve Mews
London
W8 6UJ

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE, PROMOTE OR CARRY OUT SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Data Sources