J P MOULTON CHARITABLE FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 June 2005
Removed: Not supplied
Company number supplied: 05311748
Financial period: 1 January 2025 – 31 December 2025
Latest income: £456,888
Latest expenditure: £341,709
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: C/O PERSCITUS LLP, 10 BUCKINGHAM STREET, LONDON, WC2N 6DF

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 16 September 2026
Date Accounts Received: 16 September 2026
Total Gross Income: £456,888
Total Gross Expenditure: £341,709

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 22 September 2025
Date Accounts Received: 22 September 2025
Total Gross Income: £97,510
Total Gross Expenditure: £687,554

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 26 September 2024
Date Accounts Received: 26 September 2024
Total Gross Income: £114,148
Total Gross Expenditure: £199,734

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 19 September 2023
Date Accounts Received: 19 September 2023
Total Gross Income: £883,285
Total Gross Expenditure: £122,778

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 7 September 2022
Date Accounts Received: 7 September 2022
Total Gross Income: £177,122
Total Gross Expenditure: £292,523

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 16 September 2026
Total Gross Income: £456,888
Total Gross Expenditure: £341,709
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 22 September 2025
Total Gross Income: £97,510
Total Gross Expenditure: £687,554
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 26 September 2024
Total Gross Income: £114,148
Total Gross Expenditure: £199,734
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 19 September 2023
Total Gross Income: £883,285
Total Gross Expenditure: £122,778
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 7 September 2022
Total Gross Income: £177,122
Total Gross Expenditure: £292,523
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 19 September 2023
Income Donations And Legacies: 881250
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 2035
Income Other: 0
Income Total Income And Endowments: 883285
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £122,778
Expenditure Other: 0
Expenditure Total: 122778
Expenditure Investment Management: 0
Expenditure Grants Institution: 122778
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,313,527
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,320,527
Assets Total Liabilities: £7,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,313,527
Creditors One Year Total Current: 7000
Creditors Falling Due After One Year: 0
Assets Cash: £1,163,977
Funds Endowment: 0
Funds Unrestricted: 1313527
Funds Restricted: 0
Funds Total: 1313527
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name: J P MOULTON CHARITABLE FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2005-06-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 13 DECEMBER 2004, AMENDED BY SPECIAL RESOLUTION PASSED 20 APRIL 2005
Charitable Objects: 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.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 464316
Charity Name Type: Previous name
Charity Name: J P MOULTON COMPANY LIMITED

Charity Name Id: 464310
Charity Name Type: Working name
Charity Name: J P MOULTON CHARITABLE FOUNDATION

11 Official extract

Charity Policy

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management