HAROLD AND MARJORIE MOSS CHARITABLE TRUST

Registered charity 1022715 · accounts filings on the Charity Commission register · also known as MOSS CHARITABLE TRUST

The trustees' principal activity is to expend the charity's income in the following main areas:1) In education, by supporting promising pharmacy students who maybe in finacial difficulties, via hardship grants.2) By funding teaching chairs, research projects and university awards programs, with an emphasis on community pharmacy initiatives.

Objects

A) TO ADVANCE EDUCATION FOR THE BENEFIT OF THE GENERAL PUBLIC BY THE PROMOTION OF THE KNOWLEDGE OF PHARMACY IN SUCH WAYS AS THE TRUSTEES SHALL IN THEIR DISCRETION DETERMINE AND IN PARTICULAR AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY PROVIDING ENDOWMENTS AND OTHER FINANCIAL SUPPORT FOR THE TEACHING OF PHARMACY AT UNIVERSITIES FOR PHARMACY RESEARCH AT UNIVERSITIES AND BY AWARDING SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TO ENABLE ANY PERSONS TO UNDERTAKE TRAINING AS PHARMACISTS (INCLUDING POST QUALIFICATION TRAINING) ON SUCH CONDITIONS AS THE TRUSTEES SHALL DETERMINE.B) TO RELIEVE POVERTY AMONGST PHARMACISTS (INCLUDING RETIRED PHARMACISTS) AND AMONGST PHARMACISTS' EMPLOYEES AND THE EMPLOYEES OF ANY COMPANY OR PARTNERSHIP CONDUCTING A PHARMACY BUSINESS AND AMONGST THE WIDOWS WIDOWERS AND DEPENDANTS OF ANY DECEASED PHARMACIST OR OF ANY DECEASED PHARMACIST'S EMPLOYEE OR ANY DECEASED EMPLOYEE OF ANY SUCH COMPANY OR PARTNERSHIP.C) SUCH OTHER EXCLUSIVELY CHARITABLE OBJECTS AS THE SETTLOR DURING HER LIFETIME MAY FROM TIME TO TIME DIRECT OR IN DEFAULT OF SUCH DIRECTION AS THE TRUSTEES SHALL FROM TIME TO TIME AT THEIR UNCONTROLLED DISCRETION DETERMINE AND AFTER THE DEATH OF THE SETTLOR SUCH OTHER EXCLUSIVELY CHARITABLE OBJECTS AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION DETERMINE HAVING REGARD TO ANY DIRECTIONS GIVEN OR WISHES EXPRESSED BY THE SETTLOR TO THE TRUSTEES.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Westminster, London, England (from the postcode on the register)

Latest income
£156k
Latest spending
£215k
Registered
1993
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's unrestricted reserves decreased from £4,140,454 to £3,883,416 due to a net movement in fund of £257,038, driven by investment losses and charitable expenditure exceeding income. The trustees consider the current free reserves adequate to generate sufficient income for grants, despite anticipating future substantial commitments for research projects. The charity is reliant on investment income, which fell from £170,017 to £156,480 in the year.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient level to generate enough income to distribute as grants (reserves figure: £3.9m)
“It is the policy of the trustees to maintain reserves at a sufficient level to generate enough income to distribute as grants.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Charles Russell Speechlys LLP, where trustee George Duncan is a consultant, provided legal services.
“George Duncan is a consultant of Charles Russell Speechlys LLP. Legal services were provided by Charles Russell Speechlys LLP in the year at a cost of £22,744 (2024: £11,795)” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 05/04/2025

  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 5 were received after the due date: year ending 05/04/2025 (received 22/06/2026, 137 days after the 05/02/2026 due date); year ending 05/04/2024 (received 15/09/2025, 222 days after the 05/02/2025 due date); year ending 05/04/2023 (received 12/03/2024, 36 days after the 05/02/2024 due date); year ending 05/04/2022 (received 05/02/2024, 365 days after the 05/02/2023 due date); year ending 05/04/2021 (received 05/02/2024, 730 days after the 05/02/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£156k£215k
05/04/2024£170k£225k
05/04/2023£195k£231k
05/04/2022£181k£261k
05/04/2021£153k£267k

Common questions

Is HAROLD AND MARJORIE MOSS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity's unrestricted reserves decreased from £4,140,454 to £3,883,416 due to a net movement in fund of £257,038, driven by investment losses and charitable expenditure exceeding income. The trustees consider the current free reserves adequate to generate sufficient income for grants, despite anticipating future substantial commitments for research projects. The charity is reliant on investment income, which fell from £170,017 to £156,480 in the year. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ROBERT AND MARGARET MOSS CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
HAROLD AND MARJORIE MOSS CHARITABLE TRUST£156k—0above—no doubt
THE ROBERT AND MARGARET MOSS CHARITABLE TRUST FY2026£39k—0unclear—no doubt
THE MOSSELSON CHARITABLE TRUST FY2025£46k—0unclear—no doubt
THE MAXWELL MORRISON FAMILY CHARITABLE TRUST FY2025£37kUnder £60,0000unclear—no doubt
THE MARY KINROSS CHARITABLE TRUST FY2025£1.5m——unclear—no doubt
TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX FY2025£2.6m—0below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.