HAROLD AND MARJORIE MOSS CHARITABLE TRUST

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

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.

What the accounts disclose

Reserves policy: sufficient level to generate enough income to distribute as grants (held: £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).

Trustees

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?

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.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE HAPPY BABY COMMUNITY1£14k
CLAN TRUST LIMITED1£8k
THE MILLICHOPE FOUNDATION1£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HARPER ADAMS UNIVERSITY DEVELOPMENT TRUST.