Finance Score: -7

Governance Score: -2

Support Score: 0

Accounts filed more than 5 days late: -5 times
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -9

HAROLD AND MARJORIE 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.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Established: 31 years

02073120000

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23	*	£195	£231	£-36	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£181	£261	£-80	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£153	£267	£-114	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£199	£245	£-46	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£193	£181	£12	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£184	£207	£-23	£0	£0	£0	n/a	0
05/04/17	*	£180	£181	£-1	£0	£0	£0	n/a	0
05/04/16	*	£180	£215	£-35	£0	£0	£0	n/a	0
05/04/15	*	£185	£272	£-86	£0	£0	£0	n/a	0
05/04/14		£186	£267	£-81	£0	£0	£0	n/a	0
05/04/13	*	£188	£226	£-39	£0	£0	£0	n/a	0
05/04/12	*	£188	£214	£-25	£0	£0	£0	n/a	0
05/04/11	*	£183	£189	£-5	£0	£0	£0	n/a	0
05/04/10	*	£167	£146	£22	£0	£0	£0	n/a	0
05/04/09	*	£195	£143	£53	£0	£0	£0	n/a	0
05/04/08	*	£184	£141	£44	£0	£0	£0	n/a	0
05/04/07	*	£166	£150	£16	£0	£0	£0	n/a	0
05/04/06	*	£148	£101	£47	£0	£0	£0	n/a	0
05/04/05	*	£138	£51	£87	£0	£0	£0	n/a	0
05/04/04	*	£122	£32	£91	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

DAVID HARTLES Appointed: 2021

GEORGE DUNCAN Appointed: 2020

KAREN WRAGG Appointed: 2018

Legal constitution

Charity registered in England & Wales on 21/06/1993, number: 1022715

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 36 days late, AR22: 365 days late, AR21: 730 days late, AR20: 357 days late, AR19: 278 days late, AR18: 128 days late, AR17: 127 days late, AR16: 152 days late, AR15: 55 days late, AR13: 136 days late, AR12: 113 days late, AR11: 143 days late, AR10: 40 days late, AR09: 133 days late, AR08: 157 days late, AR07: 67 days late, AR06: 5 days late, AR05: 89 days late, AR04: 61 days late,

Main office

SHIPLEYS LLP
10 ORANGE STREET
LONDON
WC2H 7DQ

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources