THE JUNIUS S MORGAN BENEVOLENT FUND
Get an alert when THE JUNIUS S MORGAN BENEVOLENT FUND files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-10-29 (in 5mo)
Last made up 2025-10-15
Watchouts
None on the register
Cash
£22K
Latest balance sheet
Net assets
£4M
Equity attributable
Employees
0
Average over period
Profit before tax
—
Period ending 2024-12-31
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | -£73,054 | -£81,161 | |
| Profit before tax | — | — | |
| Net profit | £232,789 | £36,111 | |
| Cash | £98,929 | £21,673 | |
| Total assets less current liabilities | £4,166,147 | £4,202,258 | |
| Net assets | £4,166,147 | £4,202,258 | |
| Equity | £4,166,147 | £4,202,258 | |
| Average employees | 0 | 0 | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Return on capital employed | -1.8% | -1.9% | |
| Current ratio | 5.11x | 1.69x |
Margins divide P&L lines by turnover. 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)
- Abridged
- Yes — abridged accounts (limited disclosure)
- Auditor
- HaysMac LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the trustee's 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
- “In December 2023, the Trustees were delighted to receive a legacy of 20,700 from The Irene Higgins Memorial Trust. The Legacy was to provide assistance to nurses in necessitous circumstances within a reasonable distance of St Margaret's Hospital, Epping, CM16 6TN. The legacy was fully disbursed in 2024.”
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 79 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 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 | |
| 2019-07-04 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- 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.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31