Finance Score: 0

Governance Score: 0

Support Score: 3

Grant maker support: +3

Overall GiG Score: 3

THE STEVE MORGAN FOUNDATION

This is a grant making charity, you can view its grants here

Mission:

Building partnerships to deliver modern day philanthropy at its best.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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
31/03/23		£9,354	£15,543	£-6,190	£0	£231,302	£231,302	178.6	5
31/03/22		£6,508	£54,200	£-47,692	£0	£255,155	£255,155	56.5	4
31/03/21		£13,963	£26,816	£-12,852	£0	£304,658	£304,658	136.3	3
31/03/20		£11,909	£10,317	£1,592	£0	£251,309	£251,309	292.3	5
31/03/19		£18,838	£9,059	£9,778	£0	£272,579	£272,579	361.1	4
05/04/18		£6,702	£7,461	£-759	£0	£259,617	£259,617	417.6	4
05/04/17		£204,258	£2,898	£201,359	£0	£229,370	£229,370	949.6	2
05/04/16		£936	£2,450	£-1,514	£5	£12,961	£12,961	63.5	2
05/04/15		£1,897	£2,223	£-326	£44	£13,926	£13,926	75.2	2
05/04/14		£1,166	£2,377	£-1,211	£16	£13,332	£13,332	67.3	2
05/04/13		£1,679	£2,191	£-513	£112	£13,911	£13,911	76.2	2
05/04/12		£1,054	£1,839	£-786	£46	£12,791	£12,791	83.4	2
05/04/11		£1,224	£1,380	£-156	£80	£13,675	£13,675	118.9	2
05/04/10		£634	£792	£-158	£41	£12,741	£12,741	193.1	1
05/04/09		£516	£1,210	£-694	£94	£10,462	£10,462	103.8	1
05/04/08		£360	£1,229	£-869	£0	£0	£0	n/a	0
05/04/07		£2,696	£1,244	£1,452	£5	£14,231	£14,231	137.3	1
31/03/06	*	£9,201	£181	£9,020	£0	£0	£0	n/a	0
31/03/05		£138	£217	£-79	£0	£0	£0	n/a	0
31/03/04		£98	£51	£47	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 741%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 178.6 months
Net Current Assets/Spending: 15 months
Quick Ratio: 2.2

Asset Split ?

Established: 23 years

http://stevemorganfoundation.org.uk/

hello@stevemorganfoundation.org.uk

01928 706555

Charity Commission for England and Wales

Tweets

What it does

The Steve Morgan Foundation is passionately committed to changing lives for good, by working with partners that make a positive difference to those in need. Founded in 2001 by businessman and philanthropist, Steve Morgan CBE, we provide funding, support, expertise and best practice to the charities and organisations we support. By harnessing the power of working together, we address a range of areas including poverty, homelessness, health and wellbeing, and education and training, and have helped to improve the quality of life for more than four million people

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cheshire West & Chester, Conwy, Denbighshire, Flintshire, Gwynedd, Halton, Liverpool City, Sefton, Wirral, Wrexham,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

5 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - CMC - Steve Morgan Foundation
£10,000,000	28/09/2020	This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution ....more This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution to voluntary and community organisations to respond to the needs of the most vulnerable and marginalised people affected by the COVID-19 crisis

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Gender Split

ASHLEY MARTIN LEWIS Appointed: 2011

BRIAN LESLIE CLARK Appointed: 2019

JANE LOVEDAY HARRIS Appointed: 2023

RHIANNON ELLIS WALKER

SALLY JULIA MORGAN Appointed: 2015

STEPHEN PETER MORGAN (Chair)

VINCENT WILLIAM FAIRCLOUGH

Legal constitution

Charity registered in England & Wales on 19/06/2001, number: 1087056

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR06: 43 days late,

Main office

BRIDGEMERE HOUSE
CHESTER ROAD
PRESTON BROOK
CHESHIRE
WA7 3BD

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources