Finance Score: 3

Governance Score: -2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +2
Fundraising costs low: +3

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: 1

THE ALEXANDER MOSLEY CHARITABLE TRUST

The charity will make grants to other charities.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
There are only 3 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £101,671,225 available, equivalent to 6826 months of spending and so may not be able to utilise additional funding

Established: 13 years

020 7831 9222

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		£91,336	£179	£91,158	£0	£101,671	£101,671	6825.8	0
05/04/22		£291	£7,187	£-6,895	n/a	n/a	n/a	n/a	n/a
05/04/21		£6,854	£875	£5,979	£0	£12,764	£12,764	175.1	0
05/04/20		£7,983	£14,452	£-6,469	£0	£4,192	£4,192	3.5	0
05/04/19		£7,543	£5,591	£1,952	£0	£12,035	£12,035	25.8	0
05/04/18		£6,230	£845	£5,384	£0	£9,368	£9,368	133	0
05/04/17		£4,760	£3,715	£1,045	£33	£4,240	£4,240	13.7	0
05/04/16		£4,625	£5,268	£-643	£36	£3,271	£3,271	7.5	0
05/04/15		£3,525	£1,770	£1,755	£2	£4,453	£4,453	30.2	0
05/04/14	*	£3,225	£964	£2,261	£1	£2,804	£2,804	34.9	0
05/04/13		£622	£176	£446	£9	£570	£570	38.9	0
05/04/12	*	£253	£129	£124	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 56.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6825.8 months
Net Current Assets/Spending: 63 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

EMMA MARIA MAITLAND MOSLEY Appointed: 2011

FLEUR BERARD Appointed: 2023

HORATIO EDMUND MORTIMER Appointed: 2011

Legal constitution

Charity registered in England & Wales on 15/07/2011, number: 1142898

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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 policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

12 returns made; AR14: 0 days late, AR12: 1 days late,

Main office

20 CURSITOR STREET
LONDON
EC4A 1LT

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.PROVIDED THAT THE TRUSTEES MAY INSTEAD OF THEMSELVES SO PAYING OR APPLYING ANY OF THE SAID INCOME OR CAPITAL IN THEIR ABSOLUTE DISCRETION PAY OR TRANSFER THE SAME TO ANY CHARITY OR CHARITIES (WHETHER INCORPORATED OR NOT AND INCLUDING NOT ONLY EXISTING CHARITIES BUT ALSO SUCH NEW CHARITIES AS THE TRUSTEES MAY DECIDE TO ESTABLISH) EITHER FOR THE GENERAL PURPOSES OF SUCH CHARITY OR CHARITIES OR FOR ANY SPECIFIC CHARITABLE PURPOSE OR PURPOSES OF, OR CONNECTED WITH, SUCH CHARITY OR CHARITIES

Data Sources