THE JUNIUS S MORGAN BENEVOLENT FUND
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Cash
£146k
+575.5% vs 2024
Net assets
£4.2m
-0.5% vs 2024
Employees
0
Average over period
Profit before tax
£136k
+267.2% vs 2024
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|
| Total income | — | — | — | |
| Operating profit | -£81,161 | £135,672 | +267.2% | |
| Profit before tax | -£81,161 | £135,672 | +267.2% | |
| Net profit | £36,111 | -£19,930 | -155.2% | |
| Cash | £21,673 | £146,391 | +575.5% | |
| Total assets less current liabilities | £4,202,258 | £4,182,328 | -0.5% | |
| Net assets | £4,202,258 | £4,182,328 | -0.5% | |
| Equity | £4,202,258 | £4,182,328 | -0.5% | |
| Average employees | 0 | 0 | — | |
| Wages | — | — | — | |
| Directors' remuneration | £0 | £0 | — | |
| Directors' pension contributions | £0 | — | — | |
| Highest paid director | £0 | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Return on capital employed | -1.9% | 3.2% | |
| Gearing (liabilities / total assets) | 0.6% | 0.4% | |
| Current ratio | 1.69x | 9.92x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Saffery LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Significant events
- “Up to October 2025, the Fund assisted registered nurses and midwives who had practiced in the UK for a minimum of five years as well as nursing associates who had practiced in the UK for over two years post registration.”
- “After October 2025, the Fund began a new partnership with Cavell to support nursing and midwifery professionals. All applications for assistance are made directly to Cavell and are assessed and processed in accordance with their criteria.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 8 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| RATHBONES TRUST COMPANY LIMITED | Corporate Secretary | 2015-07-01 | — | — |
| GIBBS, Alan Francis | Director | 2011-02-22 | Feb 1953 | British |
| GIBBS, Andrew Christopher | Director | 2019-06-20 | May 1965 | British |
| MARTIN SMITH, Andrew Everard | Director | 2011-02-22 | Jun 1952 | British |
| THE BURDETT TRUST FOR NURSING | Corporate Director | 2008-08-04 | — | — |
Show 8 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BROADWAY SECRETARIES LIMITED | Corporate Secretary | 2008-04-14 | 2008-08-04 |
| RATHBONE BROTHERS PLC | Corporate Secretary | 2014-01-01 | 2015-07-01 |
| SG HAMBROS TRUST COMPANY LIMITED | Corporate Secretary | 2008-08-04 | 2014-01-01 |
| GORDON, William John | Director | 2011-07-05 | 2018-06-28 |
| GREENWOOD, Ray John | Director | 2008-08-04 | 2011-04-05 |
| NORMAN, Susan Elizabeth | Director | 2008-08-04 | 2011-01-31 |
| WEST, Victor George | Director | 2008-08-04 | 2011-01-31 |
| BROADWAY DIRECTORS LIMITED | Corporate Director | 2008-04-14 | 2008-08-04 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 80 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-09 | AA | accounts | Accounts with accounts type full | |
| 2026-04-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-29 | AA | accounts | Accounts with accounts type full | |
| 2025-04-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-08 | CH04 | officers | Change corporate secretary company with change date | |
| 2024-10-08 | CH02 | officers | Change corporate director company with change date | |
| 2024-10-08 | CH01 | officers | Change person director company with change date | |
| 2024-10-07 | AA | accounts | Accounts with accounts type full | |
| 2024-07-04 | AD01 | address | Change registered office address company with date old address new address | |
| 2024-04-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-10-04 | AA | accounts | Accounts with accounts type full | |
| 2023-04-28 | CH04 | officers | Change corporate secretary company with change date | |
| 2023-04-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-09-24 | AA | accounts | Accounts with accounts type full | |
| 2022-05-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-10-07 | AA | accounts | Accounts with accounts type full | |
| 2021-04-28 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-04-28 | AD01 | address | Change registered office address company with date old address new address | |
| 2020-11-18 | AA | accounts | Accounts with accounts type full | |
| 2020-05-05 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.