Brian And Jill Moss Charitable Trust

Quick Stats

• Annual Giving: ~£250,000 (2023-24)
• Grant Range: Not publicly specified
• Geographic Focus: Worldwide (registered in England & Wales, based in Cardiff)
• Application Process: No public application process - trustee discretion

Contact Details

• Address: c/o Deloitte LLP, 5 Callaghan Square, Cardiff, CF10 5BT
• Phone: 02920 264388
• Email: lham@deloitte.co.uk

Overview

The Brian and Jill Moss Charitable Trust was established on 21 August 2000 and registered with the Charity Commission on 23 January 2001 (Charity Number 1084664). The trust operates as a grant-making foundation with the purpose of “making donations to registered Charitable Organisations.”

The trust is structured as a family charitable trust administered through Deloitte LLP in Cardiff. With annual income of approximately £250,000 and similar levels of expenditure on grants, the trust has demonstrated consistent financial activity over recent years. The trust is registered with HMRC for Gift Aid and maintains documented policies on reserves, risk management, trustee conflicts of interest, and safeguarding vulnerable beneficiaries.

The trust's governing document provides broad discretion, allowing grants to be made “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.”

Funding Priorities

Priority Areas

The trust supports an exceptionally broad range of charitable purposes, including:

• General charitable purposes
• Education and training
• Advancement of health or saving of lives
• Disability support
• Prevention or relief of poverty
• Overseas aid and famine relief
• Accommodation and housing
• Religious activities
• Arts, culture, heritage, and science
• Amateur sport
• Animal welfare
• Environment, conservation, and heritage
• Economic/community development and employment

Beneficiary Groups

The trust provides support to:

• Children and young people
• Elderly and older people
• People with disabilities
• General public/mankind
• Other charities and voluntary bodies

What They Don't Fund

There is no publicly available information specifying exclusions. Given the very broad scope of the trust's objects, few areas appear to be explicitly excluded.

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Governance and Leadership

Trustees

• Jill Moss - Founder trustee (appointed 21 August 2000)
• Dr David Moss - Trustee (appointed 3 May 2007)
• Sarah Jane Levy - Trustee (appointed 3 May 2007)

None of the trustees receive any remuneration, payments, or benefits from the charity. The trust appears to be a family foundation with the Moss family maintaining oversight of charitable giving decisions.

Professional Advisers

• Accountants: Deloitte LLP, Cardiff

Application Process and Timeline

How to Apply

This funder does not have a public application process. Grants are made at the discretion of the trustees, and there is no published application form, online portal, or formal submission process available.

The trust's governing document explicitly states that grants are provided to such charities and for such charitable purposes “as the Trustees may in their discretion think fit.” This indicates that funding decisions are made internally by the trustee group rather than through an open competitive process.

Organizations seeking support would need to contact the trust directly through their professional advisers at Deloitte LLP to make an initial enquiry. However, there is no guarantee that unsolicited approaches will be considered.

Decision Timeline

There is no published information about decision timelines. Given the small trustee group and the administrative support provided by Deloitte, decisions may be made relatively quickly once the trustees convene to consider grant allocations.

Grant-Making Pattern

Based on expenditure figures, the trust consistently distributes approximately £200,000-£250,000 annually in grants. The financial year runs to 5 April.

Application Success Factors

Given the lack of a public application process, the following observations may be relevant for organizations seeking to attract the attention of this trust:

• Broad alignment: The trust's extremely wide-ranging charitable objects mean that many types of charitable work could theoretically qualify for support
• Registered charity status: The trust's stated purpose focuses on making donations to “registered Charitable Organisations,” suggesting that registration with the Charity Commission or equivalent regulatory body is likely essential
• Family connections: As a family trust with just three trustees who have served together since 2007, personal connections and relationships may play a significant role in funding decisions
• Cardiff/Wales connection: While the trust operates worldwide, its base in Cardiff may indicate some interest in Welsh causes, though this is not explicitly stated

Key Takeaways for Grant Writers

1. No public application process - This trust operates at trustee discretion without a formal application route
2. Very broad funding scope - Almost any charitable purpose could potentially qualify, providing maximum flexibility for trustees
3. Family trust structure - With only three long-standing trustees, decisions are likely made through personal networks and existing relationships
4. Consistent giving - The trust distributes approximately £250,000 annually, demonstrating active and sustained grant-making
5. Professional administration - Correspondence should be directed to the trust's address at Deloitte LLP in Cardiff
6. Direct enquiry possible - While there is no formal process, organizations may contact the trust via the listed phone number or email to make preliminary enquiries
7. Registered charities preferred - The trust's objects specifically reference “registered Charitable Organisations”

References

• Charity Commission Register of Charities - Brian and Jill Moss Charitable Trust (Charity 1084664): https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1084664&subid=0
• Giving is Great Charity Factsheet: https://givingisgreat.org/charity-factsheet/?regNo=1084664
• Charity Choice Directory: https://www.charitychoice.co.uk/brian-and-jill-moss-charitable-trust-67116
• Charity Commission Trustees Information: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/3976255/trustees

Information accessed: December 2024