The Steve Morgan Foundation

Analysis

The Steve Morgan Foundation is a registered charity in England and Wales, based in Cheshire. It was registered in June 2001, 25 years ago. Its declared purposes cover education/training, the advancement of health or saving of lives, disability and the prevention or relief of poverty, which this site groups under health and saving lives. Legally it is a charitable trust. It says it makes grants to individuals and makes grants to organisations.

In the financial year ending March 2025, The Steve Morgan Foundation reported income of £7.3m and spending of £9.6m, spending 132% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income fell from £14.0m to £7.3m (-48%), an average of -15% a year. The sharpest change came in the year to March 2022, when income dropped by 53%. Over the whole period it spent 254% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Steve Morgan Foundation sits at the 97th percentile: it is larger than about 97% of them. Against every charity in England and Wales with reported income it ranks in the 99th percentile. Charities of a similar size with the same main cause include Bradford Trident Limited (£7.3m), The Fetal Medicine Foundation (£7.3m) and The Stone Family Foundation (£7.3m).

In its latest detailed accounts, income came from investments 99% and donations and legacies 1.3%. Charitable activities took 83% of spending and raising funds 12%. Grants to other organisations totalled £8.0m. Reserves of £274.9m would cover about 344 months of spending at that rate. It employed 4 people.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.