BRIAN AND JILL MOSS CHARITABLE TRUST

Charity number: 1084664
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To make donations to registered Charitable Organisations

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £250,494
Total expenditure: £253,140

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 23 January 2001: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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
Sarah Jane Levy Trustee 03 May 2007
None on record
DAVID MOSS DR Trustee 03 May 2007
None on record
JILL MOSS Trustee 21 August 2000
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 £206.70k £193.43k £187.63k £235.80k £250.49k
Total expenditure £211.29k £210.05k £230.78k £215.79k £253.14k
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 24 January 2025 On Time
Accounts and TAR 05 April 2024 24 January 2025 On Time Download Open in new window
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 05 February 2023 On Time
Accounts and TAR 05 April 2022 05 February 2023 On Time Download Open in new window
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 03 February 2022 On Time Download Open in new window
Annual return 05 April 2020 03 February 2021 On Time
Accounts and TAR 05 April 2020 03 February 2021 On Time 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 21 AUGUST 2000

Charitable objects

1) FOR THE BENEFIT OF: - SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES; AND/OR SUCH REGISTERED CHARITIES FOR THEIR WORK IN ANY PART OF THE WORLD, AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT; AND 2) THE TRUSTEES MAY, IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ADDITION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit

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

NOT DEFINED. IN PRACTICE, WORLDWIDE

Contact information

Address:
Deloitte Llp
5 Callaghan Square
Cardiff
CF10 5BT
Phone:
02920264388
Email:
No information available
Website:

No information available