Finance Score: -2

Governance Score: 2

Support Score: 3

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 3

THE SIR THOMAS MOULSON TRUST

Promotion of education of persons under the age of 25 years who are resident in the area of benefit. Area of benefit is the "Ancient Parish of Tarvin" plus the village of Huxley (as part of the ecclesiastical Parish of St Peter, Hargrave), Cheshire.Support and maintenance of the Parish Church of St Peter, Hargrave and associated buildings/land provided for community use.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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	Volun- teers
31/12/22	£21	£22	£-1	n/a	n/a	n/a	n/a	n/a	1
31/12/21	£18	£17	£1	n/a	n/a	n/a	n/a	n/a	1
31/12/20	£20	£21	£-1	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£20	£25	£-5	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£19	£25	£-5	£0	£0	£0	n/a	0	0
31/12/17	£19	£9	£11	£0	£0	£0	n/a	0	0
31/12/16	£23	£39	£-16	£0	£0	£0	n/a	0	0
31/12/15	£32	£37	£-4	£0	£0	£0	n/a	0	0
31/12/14	£22	£11	£11	£0	£0	£0	n/a	0	0
31/12/13	£23	£15	£8	£0	£0	£0	n/a	0	0
31/12/12	£23	£17	£6	£0	£0	£0	n/a	0	0
31/12/11	£18	£20	£-1	£0	£0	£0	n/a	0	0
31/12/10	£16	£14	£2	£0	£0	£0	n/a	0	0
31/12/09	£17	£17	£0	£0	£0	£0	n/a	0	0
31/12/08	£20	£16	£4	£0	£0	£0	n/a	0	0
31/12/07	£12	£20	£-8	£0	£0	£0	n/a	0	0
31/12/06	£16	£58	£-42	£0	£0	£0	n/a	0	0
31/12/05	£31	£6	£25	£0	£0	£0	n/a	0	0
31/12/04	£15	£19	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 43 years

01829 781640

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Cheshire West & Chester,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ALEXANDRA WATSON Appointed: 2021

MIKE JONES Appointed: 2012

MICHAEL KEOGH Appointed: 2022

MICHAEL PHILIP ROSCOE Appointed: 2015

NEIL ROBINSON Appointed: 2021

REV LAURA RHODES Appointed: 2022

JOHN GEORGE MCDAKIN SIMPSON, Other trusteeships: GEORGE CLARKE, THE CHESTER CLERGY FAMILY CHARITABLE TRUST, MRS D M FRANCE-HAYHURST FOUNDATION,

VEN DR MICHAEL ROBERT GILBERTSON Appointed: 2012, Other trusteeship: THE HISTORIC CHESHIRE CHURCHES PRESERVATION TRUST,

Legal constitution

Charity registered in England & Wales on 01/09/1981, number: 214342

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; all on time

Main office

MEADOW BARN
COW LANE
HARGRAVE
CHESTER
CH3 7RU

Objectives

THE TRUSTEES SHALL DIVIDE THE INCOME INTO THREE EQUAL PARTS: 1. AUGMENTATION OF THE STIPEND OF THE INCUMBENT OR PRIEST IN THE ECCLESIASTICAL PARISH OF ST. PETER, HARGRAVE. 2. ONE HALF IN OR TOWARDS THE MAINTENANCE AND REPAIR OF THE PARISH CHURCH OF THE PARISH, THE OTHER HALF IN DEFRAYING THE COST OF ANY EXPENSES INCURRED BY THE PRIEST IN THE PERFORMANCE OF HIS DUTIES. 3. PROMOTING THE EDUCATION OF PERSONS UNDER 25 WHO ARE RESIDENT IN THE AREA OF THE ANCIENT PARISH OF TARVIN, PREFERENCE GIVEN TO SUCH PERSONS RESIDENT IN THE PARISH OF FOULK STAPLEFORD.

Defined Area of Benefit:

AREA OF THE ANCIENT PARISH OF TARVIN.

Data Sources