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home >> charity search >> j p moulton charitable foundation
Finance Score: -6
Governance Score: 4
Support Score: 0
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • No PartB
  • Only 3 Trustees: -2
  • Good trustee age range: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

J P MOULTON CHARITABLE FOUNDATION

The charity receives donations, particularly from net high worth individuals, and supports valid research plus funds appropriate charitable institutions.
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • 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
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile and on several occasions in recent years less than spending
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/12/23£114£200£-86n/an/an/an/an/an/a
31/12/22£883£123£761£0£1,314£1,314128.400
31/12/21£177£293£-115n/an/an/an/an/an/a
31/12/20£1,021£1,325£-304£0£846£8467.700
31/12/19£110£2,114£-2,005n/an/an/an/an/an/a
31/12/18£139£1,972£-1,832n/an/an/an/an/an/a
31/12/17£5,755£992£4,762£0£4,987£4,98760.300
31/12/16£844£576£268£0£225£2254.700
31/12/15*£1,089£1,814£-725£9£-43£-43-0.300
31/12/14£9£593£-584n/an/an/an/an/an/a
31/12/13£26£803£-776n/an/an/an/an/an/a
31/12/12£72£2,127£-2,054n/an/an/an/an/an/a
31/12/11£83£2,062£-1,979n/an/an/an/an/an/a
31/12/10£1,301£1,018£283£13£6,078£4044.800
31/12/09£1,400£1,889£-488£18£5,795£4452.800
31/12/08£1,162£1,291£-129£20£8,398£9338.700
31/12/07*£9,602£1,710£7,892£8£8,704£1,1548.100
31/12/06£27£306£-279n/an/an/an/an/an/a
31/12/05£881£2£879n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Balance Sheet History
Established: 19 years

helen@jpmfoundation.co.uk

02030342645

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to organisations
Where it operates
  • Throughout England And Wales,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Age Range of Trustees: 44-74
  • DR HELEN CRITCHLEY Appointed: 2023, Occupation: Charity Worker
  • JON MOULTON (Chair) Appointed: 2004, Occupation: Director
  • SPENCER MOULTON Appointed: 2013, Occupation: Finance
Legal constitution
  • Charitable company registered in England & Wales on 07/06/2005, number: 1109891
  • Registered at Companies House on 13/12/2004, number: 05311748
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
19 returns made; AR15: 1 days late, AR07: 230 days late,
Main office

C/O PERSCITUS LLP
10 BUCKINGHAM STREET
LONDON
WC2N 6DF

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE ALL PURPOSES RECOGNISED AS CHARITABLE UNDER THE LAW OF ENGLAND AND WALES FROM TIME TO TIME INCLUDING WITHOUT LIMITATION TO: 3.1 PROVIDE CHARITABLE DONATIONS FOR COMMUNITY SERVICE PROJECTS OF ANY KIND; 3.2 FURTHER THE AIMS OF THE COMMUNITY BY PROMOTING EDUCATION, TRAINING AND COUNSELLING FOR DISADVANTAGED PERSONS OF ANY AGE; 3.3 PROVIDE DONATIONS TO HOSPITALS, HOSPICES, MEDICAL AND CARE PROJECTS OF ANY KIND AND TO GENERALLY PROMOTE THE RELIEF OF SUFFERING.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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