HAROLD AND MARJORIE MOSS CHARITABLE TRUST

Charity number: 1022715
Charity reporting is up to date (222 days late)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £170,017
Total expenditure: £224,545

People

3 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 21 June 1993: Standard registration
Organisation type:
Trust
Other names:
  • MOSS CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Hartles Trustee 17 August 2021
None on record
George Duncan Trustee 31 July 2020
None on record
Karen Wragg Trustee 16 June 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £199.19k £152.55k £180.62k £194.93k £170.02k
Total expenditure £244.86k £266.96k £260.91k £231.23k £224.55k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 15 September 2025 222 days late
Accounts and TAR 05 April 2024 15 September 2025 222 days late Download Open in new window
Annual return 05 April 2023 12 March 2024 36 days late
Accounts and TAR 05 April 2023 12 March 2024 36 days late Download Open in new window
Annual return 05 April 2022 05 February 2024 365 days late
Accounts and TAR 05 April 2022 12 March 2024 401 days late Download Open in new window
Annual return 05 April 2021 05 February 2024 730 days late
Accounts and TAR 05 April 2021 12 March 2024 766 days late Download Open in new window
Annual return 05 April 2020 28 January 2022 357 days late
Accounts and TAR 05 April 2020 28 January 2022 357 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 31ST MARCH 1993 AND A SUPPLEMENTAL DEED DATED 8TH AUGUST 2002

Charitable 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

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
SHIPLEYS LLP
10 ORANGE STREET
LONDON
WC2H 7DQ
Phone:
02073120000
Email:
No information available
Website:

No information available