Trustees’ Annual Report for the period
From 1 April 2024 Period start date To 31 March 2025 Period end date
Charity name: The Moira Fund
Charity registration number: 1129693
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To alleviate the distress and trauma of persons suffering a bereavement through the violent death of a loved one through murder or manslaughter |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The charity makes grants to individuals and families in support of these objectives and may also make unsolicited grants to other organisations which provide services to traumatically bereaved victims The charity organises fundraising activities to provide the monies for the grant-making. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confirm that they have had regard to the Charity Commission’s guidance on public benefit when planning the charity’s activities for the year. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making | |
| Para 1.38 | |
| Policy on social investment | |
| including program related | |
| investment | |
| Para 1.38 | |
| Contribution made by | |
| volunteers | |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the reporting period, The Moira Fund have received an ever-increasing number of applications from families who have lost a loved one through murder or manslaughter and are facing significant hardship and trauma. There is little doubt that the on-going cost of living crisis has had a significant impact on the number of applications received and we are seeing an increasing number of applications for help with the "basics" i.e. food, clothing, white goods, carpets, the many things which we as the public take for granted. Those Families have been referred by Police Family Liaison Officers, the Homicide Support Services of Victim Support in England and Wales, and by Support for Families Bereaved through Crime (SFBC) of Victim Support Scotland. In addition, ad hoc applications are received from other organisations such as Education, Social Work and other charities. We have helped in the region of 180 families located throughout England, Scotland and Wales. During the reporting period we held a significant focus on the children affected by murder and launched two initiatives to help support them during the Summer Holidays and at Xmas. Around 100 children were supported in this regard. Several successful fundraisers were organised by The Moira Fund e.g. our Annual 5k Run in Queen’s Park, a nationwide Prize Holiday Draw, a Golf Day and more. In addition a number of informal fund-raising events were led by victims families who were previous beneficiaries of Moira Fund grants. |
Additional information (optional) You may choose to include further statements where relevant about:
Achieved. Achievements against Para 1.41 objectives set
| Performance of fundraising activities against objectives set |
Para 1.41 | The cost of living crisis clearly has an impact upon the publics ability to contribute money to charity. That said, The Moira Fund has been lucky during this reporting period and we did not experience a notable dip in contributions or effort. |
| Investment performance against objectives |
Para 1.41 | Standard building society return. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity’s finances remain healthy and our reserves are strong. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Moira Fund continues to be operated entirely by unpaid volunteers, with its day- to-day activities overseen by a small number of dedicated principal officers. The trustees recognise that this structure, while cost-effective and deeply personal, presents potential challenges should any of these individuals become unable to fulfil their roles due to illness or bereavement. In particular, one of the founding officers — Moira Jones’s mother — is now 84 years old, and while she remains actively involved, the charity acknowledges the importance of planning for future leadership and operational resilience. To ensure continuity, the trustees are committed to identifying and preparing suitable individuals who could oversee the charity’s work and uphold its values should the need arise. The charity continues to receive generous support from the public across England, Wales, and Scotland, though it is anticipated that sustaining current levels of engagement may become more difficult in the years ahead. Financially, the trustees assess that the charity’s current reserves are sufficient to maintain its existing level of support for at least three years, even in the absence of further fundraising. This provides a stable |
| foundation from which to plan and adapt as circumstances evolve. |
||
|---|---|---|
| Amount of reserves held | Para 1.22 | £186,143.55 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Trust Deed dated February 2009 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The Moira Fund is constituted as a charitable trust and is governed by a trust deed dated February 2009. It is registered with the Charity Commission for England and Wales (No. 1129693) and OSCR in Scotland (No. SC041077). |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | There must be at least three Trustees at any given time. Trustees are appointed for a term of three years by a resolution of the existing Trustees passed at a special meeting. Trustees are appointed from the existing volunteer cadre. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Moira Fund |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1129693 |
| Charity’s principal address | The Moira Fund 37 Ferrers Road Weston Stafford ST18 0JN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Helen Beatrice Jones |
Chair | |||
| Colin Douglas Field | DeputyChair | |||
| Peter Ward | Treasurer | |||
| Grant Hugh Jones | ||||
| Rebecca Whitehouse |
||||
| Kate Ward | ||||
| Carol Thomas | ||||
| EmilyField | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
N/A
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Bea Jones Signature(s) ~~ee~~ Helen Beatrice Jones Full name(s) Colin Douglas Field Position (eg Secretary, Deputy Chair Chair Chair, etc) ~~——_ee——~~ Date 30 October 2025
THE MOIRA FUND ANNUAL ACCOUNTS - Financial year ending 31st March 2025 2024125 2023124 RECEIPTS Donations and fundraising Donations and fundraising (Mydonate/GoldenGiving) Scottish Governant Grant - Victims Surcharge Fund Gift Aid (HMRC generated from general receipts) Bank interest (Santander Business account) Bank interest (Stafford Railway B. S.) Interest & miscel. Total Receipts 35,615.34 9,616.60 14,500.00 1,483.52 0.00 3,780.00 1,013.92 66.009.38 30,148.11 3,937.71 14,500.00 2,080.70 233.93 2,846.62 53.747.07 PAYMENTS Grant5 and donations paid Office expenses (Computer l.T. & PO box) Printing and publicity Travel and hotel expenses Consultancy fees Miscel Total payments 53,456.77 5.362.03 0.00 626.87 44,312.87 415.46 294.69 1,219.31 80.00 667.92 46,990.25 218.24 59,663.91 SURPLUS FOR YEAR RESERVES BROUGHT FORWARD RESERVES CARRY FORWARD 6,345.47 179,798.08 186,143.55 6,756.82 173.041.26 179,798.08 REPRESENTED BY: RBS/Cooperative Bank current account balance Santander Business Reserve Account {note l) Stafford Railway B.S. TOTAL NET ASSErs 42,363.55 39,783.10 14.98 140,000.00 179,798.08 143,780.00 186,143.55
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees t-1lEA O On accounts for the year ended 315tr Jo Charity no (if any) Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trusf) the year ended 3 15 ao JS Responsibilities and basis of report As the charTty's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (kne Act.). I repx)rt in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Direcb'ons given by the Charity Commission under section 145(5)(b) of the Act. Independent examinerfs ststement I have com pleted my examination. I conf irm that no material matters have come to my attention in connection with the examination (4*k]0 disc1.) which gives me cause to believe that in, any material respect: the aCcoun'ng records were not kept in accordance with section 130 of the Charities Act" or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words in the brackets rf they do not apply. Signed: Date: Name: &oL4LO Relevant professional qualification(s) or body (rf any): 1¥cLo F4rFI-tr4 r IER Oct 2018
Address: LYtrII t4G i RafED srfvQFoi2D 5riG S.)Q Section B Disclosure Only complete rf the examiner needs to highlight material matters of concem (see CC32. Independent examination of charty accounts: directions and guidance for examiners). Give here brief details of any items that the examlner wlshes to disclose. IER Oct 2018