Charfty roglstratlon number 290760
THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
Trust••s
Jennifer Stein
Joanna Walliker
Maggie Perrin
John Colg
Sophle Durand
Charlty number
290760
Prlnclpal address
Seacgurt Tower
Wesl Way
Oxford
OX2 OFB
Govemlng document
Trust Deed dated 24 August 1984
Independgnt e￿MIner
Crilchl$ysAudlt LLP
8è3var Hous&
2&38 Hythe Bridge Street
Oxford
OX1 2EP
Soll¢itors
Blake Morgan
Seawurt Tower
Wèst Way
Bolley
Oxford
OX2 OFB

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
CONTENTS
Pag•
Tru8lees' report
Independent examinerfs report
Stslement of financAal activlties
Balanco sheet
Noles to thè financial slalernents
6-12

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
TRUSTEES. REPORT
FOR THE YEAR ENDED 5 APRIL 2024
The trustees Pfesonl thelr an￿l￿ report and finafj¢ial stataments forthe year endèd 5 April 2024.
The (In8ndal statements hav8 been prepared In accordanL* With Ihg aGwunting policie5 set oul in note 1 to the
financial ststomonts and comply with the trust's daed dated 24 August 1984. th& Charities Act 2011 and'Accounlng
and Reporting by char￿es.- Statement of Rewmmended Practice applicablè to charibes preparing tt)eir 0¢￿￿nts In
accordance wtth the FinancHI Reporting Standard applIca￿e in the UK and Rèpublic of Ireland IFRS 1021"
leffeclive 1 January 20191-
Oble¢Uv•s 8nd actlyltles
Its objects are lal to foster 8nd promote medlcal and sci8nUfi¢ rosearch Into the vast pro￿&m$ of hurnan nutrition,
Ibl lo foslor and promote medical research generally, Icl the relief of poverty and Idl the advancement of education.
The Trustees confimi that they have referred trj the guidance contained In the Charity Commission's general
guldance on public benefit when revlewing the Trust's alms and objectives and In planning future 8¢tivltles and
S8ttlng the grant mawng pollcy for the year.
The Trustees seek lo further thesg obj¢cis by maknng grants to othar organisalions. In thè past. the Twslees have
supported and assisted researth into th8 problems of human nulrftltsn and oiher medical research. In addition, they
have provlded support for the relief of povety and the advancement Of eduration. The support ha5 béèn provided
lo organisations based predominanuy in Oxfordshire. The Trustees. pollcy is to continue fundlng approprlate
research projects, prèferably based in Oxfordshire. and supporting local organlsations in thelr work relating to the
rellef of poveriy and the advan￿ment of education. Thg Trustaes have sought to ensure that their policy is made
known to thè public through grant-maklng directories.
Achlovemerts and perfomian
The Trust has established its grant maknng pollcy to achleve ils objs¢ts for the public benefiL Grants were made in
line wlh this Poli￿ during the year a5 sel out in note 3 In the accounts.
Flnanclal rgvl¢w
The Trustees are aware of their duty lo apply incomo funds of the charity within a raasonable tirne of their racèlpl
and of the need to justify any Income reserves. At 5 April 2024. the level of unrÈstrleted funds was £2,157,872 la8
Compared with unreslricled funds of £2,052,313 at 5 Aprfl 20231. The Trustees, policy Is to maintain suffirAenl
income reserves to produce inv8$tmant In¢omg of approxim81gly £30,000 - £50,000 in e8¢h yaar.. the Trustees
consider that the level of income is likèly to be needed to rneÉt dlrect charitable expenditure Iprimarlly In the form of
grants) and management and admlnistralion costs, with a small amount 8vailable for contingencies. In vlew of the
Trust's Sncome need$ and the changeable invostmant 8nvironmenl over the last 12 months, the Trustees have
dgcld•d to maintain the lev81 of reserves for the eomlng year.
Trustees held the assets of th& Irust In accordance with th8lr powers during the yttar. The Trustees have absolute
discrétion to invest the funds of the Trust.. no reStr￿tionS are pl8c8d on these powers. Tho Trust¢es' policy for the
seleclK)n of investments for the charity is to seek to achieve a balancg bètwèan income and capf(al growth and that
the investment portf&io has a medium Tisk. Invèstec manages the portrolio on a discretionary basis.
Structure. governance and management
The Robert and Margaret Moss Charitable Trust was established undtrr a Trust deed on 24 August 1984 to
atjminlster fund5 settled by Robert and Margaret M¢>ss.
New TNstees are appolnled eithor to flll a casL¢al vacancy or by way of addltlon to the Board. P8rtlcular emphasis is
placed upon the appointment of Trustees wlth knowledge and experlence relevant to the Tnjst's charftable activitle5.
Whèn new Trustees are appointed they are glven an Inlroducti)n to thg work of the Trust and provided wlth the
informatlon they n¢¢d to fulfil their roles, vthi¢h Includes information about the role of the Trusle&s and thelr
rèsponsibilities undei tha Chaiitses Act 2011.
Day-t￿aY administration of th& Trust is delegated to 8n administrator undèr the supervlslon of the Truslees.
Decislon-making power5 are retained by the Trustees and exercls8d at regular Trusleos. m¢etings. The Trustee5
held mgtlngs durlng the year ended 5April 2024.

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
TRUSTEES. REPORT {CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
The Irv51ees who seFved durlng the year and up to the date of signalure of the financlal statgments were..
Jennlfer Stein
Joanna Walliker
Maggla Parrin
John Col&
Sophie Durand
The Inj
' réport was approved by the Board of Trustees.
Trustee
Date..

THE ROBERT AND MARGARET MOSS CHARITABLE
TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
CRITCHLEYS
I report lo the InJst¢es on my 8xamlnalion of the finan¢ial statements of The Robert and Margaret Moss CharitabTe
Trust {Ihe trust) for the yèar anded SApril 2024.
Re$ponslbllltlès and basls of rgport
As the Injstees orthe tru51 you are ￿sponSIble for the preparatiun of th¢ financlal statements in a¢¢ord8ncè wlth the
requirem8nts ol the CharibesAct 2011 (thé 2011 Act).
I report In respect of my ¢xaminalion ol the twsl's financial slatèments carried out urKler saclion 145 of the 2011
Act. In carwng out my 8x8mination I have followed all the appllcable Directions glven by the Charlty Commlssion
under section 14515}Ibl of the 2011 Ac4.
Independent •xamlnerfs statement
I havg ¢ompleted my examination. l Ctsnfimi that no matters have o)me to my attention In connection wlth th8
examination giving me cause to believe that In any matartal respect..
8ecounting records were not kept In respect ofthe trust as requlred by Se￿9n 130 of the 2011 ACL or
thè ffinancial statements do not accord wth those records-, or
the financial slalements do not comply with the applieAbla requirements conceming the fomi and content of
accounts set out In Ihe Charfties IAccounts and Reports) Ragulatlons 2008 other than any 1￿￿1r6m6nt that the
accounts glve a true and fair vi¢w which Is not a matter considered as part of an independent examinatlon.
I have no con¢gm8 8nd have come across no other mattgrs In connection with thè examinalion to whtch attention
should be drawn in this roport In ordar to enable a proper understsrKling of the finan￿al ststemènts to be reached.
Robèrt Klrtland FCA
Crltchleys Audlt LLP
Beaver House
23-38 Hythe Bridge Street
OxFord
OX12EP
Dated.. 291712024

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 5 APRIL 2024
UnrÈ$tricted Unre5trlcted
fund5
funds
2024
2023
Notes
Income from:
Investments
Other income
33.805
331
31.777
179
Total ineom•
34,136
31,956
endlture on:
R8151ng fund8
10,170
9.386
Charitabla activittgs
38,000
34,838
Other
364
309
Total expenditure
48,534
44.533
Net gains1ll0ss￿) on Inv8Stments
119.957
(160.131)
Nèt movèment In funds
105.559
1172,7081
Fund balances al 6 April 2023
2.052.313 2.225.021
Fund balances at 5 Aprll 2024
2,157.872 2,052,313
The statement of financlal activltles Includes all gains and losses recognised in the year.
The statement of financial activit￿ includes all gains and losses r8eognis9d in Ihg ygar. All income and expenditure
derive from continuing acllvities.

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
BALANCE SHEET
AS AT 5 APRIL 2024
2024
2023
Notes
Flxed assets
Inve81rngnts
10
2,143,536
2.048.418
Current assets
Cash at bank and in hand
17.636
8,035
Cr•dltors'. amounts falllng due wlthin
onÈ y•ar
11
(3.3001
14.140)
Net curr•nt assets
14.336
3,895
Total ass•ts1os$ ¢uTrènt Ilabllltles
2,157,872
2,052.313
The funds of the trust
Unreslrictsd funds
2.157.872
2.OS2,313
2,157,872
2.052.313
The fin
nc
I statements were approved by the truslees on ...
Trustee

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024
Accountlng pollcl8$
Charity information
Th& Robert and Margaret Mos5 Charita￿e Trust was eslablish8d und$r a Trust deed on 24 August 1984 10
administer funds setued by Robert and Margarel Moss.
The reglsterad offiea is Saacourt Towar, West Way, Oxfoid. OX2 OFB.
1.1 A¢counllng conventSon
The financial statements have been prepared In accordance with th8 trusfs governing document. the
Charities Act 2011. FRS 102 The Financial Reporting Siandard ￿p￿1¢able in th8 UK and Republic of Ireland"
C'FRS 102,1 and the Charlties SORP "Accounllng and Reporting by Charities.. Stalement of Recommènded
Practice appli¢abl$ lo Charl￿$$ preparing their accounts In accordance wilh the Financlal Reporbng Stan¢fjard
applicablè in the UK and Republic ol Ireland IFRS 102)° (effective 1 January 2019). The trust is a Public
Benerrt Entity as deffned by FRS 102.
The twsl has taken 8dvantage of th8 provisitsn$ in the SORP for charities not to prepare a Statèmont of Cash
Flows.
The finanaal siatements have departed from thè Charities IAccounls and Reports) RegulatKsns 2(K18 only to
the extent r￿uir8d to provid@ a true and fair v18w. This departure has involved following the Statement of
Racofflmended Practice for charities applying FRS 102 ralher than thg version of the Statement of
Rè¢ommended Practice which is referred to in the Regulations but which has since been withdrawn.
The financial slatements ara preparèd in $terfing, which is the *Jnclional currency of thè tru$L Monotary
amounts In Ihesè finan¢l81 $¢8tements ar? rounded to the nearest £.
The financial statements have been p￿Pared und&r Ihg hi$iorical cost o)nvenlion. The principal accounting
policies adopted are sèt out b81ow.
1.2 Going concem
At the tiffle of approving the financial slalemenls. the Irustees hava a reasonable expectation that the trust
has adequate resources to continue in operalonal existence for the foreseoable fulvre. Thus the trustees
conunue to adopl ihe goffing con￿r￿ basls of accounting In preparing the finandal statements.
1.3 Charltable funds
Unreslricled fvnds are available for usè at thè disC￿tion of the I￿￿teeS in furtherance of thelr charitablg
oblectlves.
Restrfcted funds are subjÉd to specific conditions by donors oi grantors as to how thèy may b? used. The
purposes and u885 of the r8slricled funds are sel out in the notes to the finanaal statements.
1.4 Income
Inwme is rewgnisgd when the trust is legally enlilled lo It after any parfornanco ￿n￿l￿On$ have been met,
the amounts can be measured reliably, and it is probable that income wlll b6 rècèivèd.
Cash dOnati0F￿ are recognised on receipt. Olher donations ara recognlsed on¢0 the twsl has been notified of
the donation. unless perfomiance conditions Iequlre defarral of thè amount. Income lax recoverable in relaiion
to donations received under Gift Aid or deeds ofwvenant is recognised al the lirne of the donation.
Legacies are recognised on recelpt or oth8rws8 if the trust ha5 been notified of an impending distribution. thè
amounl ts known. and rèe8ipt is expected. If the aFnounl is not known, the legacy is treated as a ¢onifjng¢nl
asset.

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Accountlng p¢liclos
Icontlnuedl
1.5 EX￿ndItUrn
ExpendttLtre is recognised orTh there is a legal or constNctive obligation to translar economlc benefit lo a
thlnl party. it is probable that a transfor of aconomic benefits will be required in satuement. and the amount of
thè obligation can be measLsred reliably.
ExpenditUTe is ¢lassified by adwity. The ojsts of each actsvity arè made up of the total of direct costs 8nd
shared costs, induding SUPPOrt costs Involved in undertaking each activity. Dlrect cA)sts attributable to a singlo
actlvSty are allolxled dirtr¢Uy to that advSty. Shared costs which Contributè to more than one activity and
support costs which are not attributabla to a single activity aTe apportionèd between those activlues on a basls
consistent wlth the us8 of resources. Central staff costs are allocated on the basis of time spent, and
depreciatlon Gharggs or8 allocated on the portion of the assat's us&.
1.6 Flx¢d asset Investments
Fixed asset investrnents are inthally measured at transaction price excludlng Iransadon cosis. and ar8
subsequ9ntiy measured at fair value al each reporting date. Changes in fair value are re¢x)gni$ad In net
incomellexpentliturg) for the year. Transaction costs a￿ axpensad as Incurred.
1.7 Cash and cash oqulvalants
Cash and cash equivalents Include I￿Sh in hand. ¢Jeposlls held at call with banks, other $hort-tarni liquid
investments with original matL¢rilies of three months or lèss. and bank overdraft5. Bank overfrafts ore shown
yrithin borrowngs In eJJrrent liabilities.
Baslc financlal a55ets
Baslc financial assets, which include doblors and cash and bank balances. are inibally measured al
transaction price incjuding tr8nsaclTon costs and are subsequenuy carried at amorbsed cosl using the effective
Interest method unless the arrangement Gonslitules a financing transaction, whera the transaction 15
measur8d at the Present value of the fulure rècèipts dlscounted al a market rate of Inte￿$t Finandal assets
classlfied as receivable wthin one yeaT are not amorused.
Crltl¢al accgunting estimates and Judgements
In the applIca￿On of the tNsl's accounting polE¢i$s. tha trustees are required lo mak8 judgèmants. eslimates
and assumptions about the Car￿ng amount of assets and IlabllTtles that are not readily appar&nt from other
sources. The estimates and assodated assumptions are based on historical experfencg and otheT factors that
are considered to bg r&18vant. Adual results may differ from these astimates.
The estimates and underlying assumptbns are reviewed on an ongoing basis. Ravisions to accounting
8stimates are recognised in the peiiod in which the estimate is ievised where the reifjsion affects only that
pèriod, or In the perfod of the revision and future periods where the revision affects both Current and future
Pgri<)ds.
The investrnent valuation is consldered to be the critical accounting esdmate ￿thIn these financial Statements.
tha value of this valuation is £2,143,53512023.' £2.048,4181.

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Investmgnt
Unrestrlcted Unre$trl¢teil
funds
funds
2024
2023
DSvidends
33.805
31.777
Raislng funds
Unrestrletod Unrestdcted
funds
funds
2024
2023
Investment managernent
10,170
9.386
10.170
9,386

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Charltabl? 4¢ti¥itio$
2024
2023
Grants
Trust adminlstratlon fees
29.000
5,700
25,000
6.730
34.700
31.730
Independent examlnatlon faes
3,300
3.108
38,000
34,838
Grants
Abingdon Carousel
A¢tlon Medical Research
Age UK Oxlordshire
dales Communlty Transformation Inthtives
zheimerfs Research UK
Anlmal Antiks
Aspire Oxford5hire
Be Freg Young Caro•rs
Bone CanGer Research Trust
Brftlsh Red Cross
Cianna's Smile
Criminon UK
Crisis UK
Donnington Doorstep Family Centre
Dovecote Voluntary Parent Committ99
Education for Everyone
Elizabeth Flnn Ua Turn 2 U
Emmaus Oxford
Emergency- Turkey-syria EarU)quakeAppeal
Guide Dogs for the Blind Assoaètton
Friends of th8 Eld8FIy
Home Stsrt Oxford
Homeless People & the Oxford Churchg$
Jacarf
Lrfe Educatton Vvessex
Ma¢mi118n Cancer Support
Maggie's
Oxford Churches Debt Centre
Oxford Hub
Oxfor(l Mutual
Oxfordshire l.M.P.S
Oxfordshire Mind
Oxfordshire Youth
Pennyhooks Farm Trust
Police Community Clubs of GB
750
500
500
1,000
750
1.lJOO
1,000
1.000
1,000
500
1,000
1,000
1.000
1.000
500
500
500
7SO
1.000
500
1.000
1.000
soo
1,000
500
750
750
1.000
1,000
1,000
1,000
1.000
1,000
1,000
1.000
750
750
750
750
500
1,000
1,000
1.000
1.000
1,000

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Charltabl6 aetlvltlts
{Contlnuèd)
Pmstate Cancer UK
Quest for Le8mlng
R.A.B.l.
RAW Workshop
React
Response
Retina UK
Seesaw
Slght Resaarch UK
The Mulberry BLFsh Organisation
Viva Netsvork
Wellbeing ofwornen
Wolvercole Young People's Club
Yellow Submarine Holidays
750
2.000
1.000
750
500
750
1,000
1.000
1.000
1.000
1,000
1,000
1.000
25.000
33,500
Net movefflent In funds
2024
2023
The net movement In funds is $tsl$d 8ftgr ¢h¥rgingl{¢r#dilingi'.
Fees payable for the independent gxaminatton of tha charity's finanaal
statements
3.000
Ernployg9
2024
Numb•r
2023
Number
Total
There were no employe88 whose annual remuneration was moTe than £60,000.
other
Unrestrlctgd Unrastricted
funds
fijnds
2024
2023
Tnjstee rrt8ating expenses
364
309
364
309
10-

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Nèt gainsllloss•sl on Investments
Unrestrlthd Unrsstrirted
fund$
funds
2024
2023
Revaluation of investments
119,957
1160,1311
11

THE ROBERT AND MARGARET MOSS CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 5APRIL 2024
10 Flxed a8set Investments
Llsted
Invèstmènts
Cash In
portfollo
Total
Analysls of movement In th• ￿n￿Stm#nI portfollo-
At 6Apiil 2023
Addltlons
Valuation changes
Cash movements
Disposals
1,997,626
383,704
119.957
50.792
1383.704)
2,048,418
119.957
124.8391
124,839)
440.546
(440.5461
At 5 Apnl 2024
2,060,741
82.795
2,143,536
Carrylng amount
At 05April 2024
2.060.741
82,795
2.143.536
AI 05April 2023
3.997,626
50.792
2,048,418
2024
2023
Analysls of InvÈstments at 5Aprll by calegory of holding-
Fixed inleiest securltses
UK equilies & fvnds
Overseas equities & funds
Other assets
Property funds
526,786
414.711
881.402
178.678
59.164
345.873
412.891
822,173
340,881
75,808
2,060,741
1,997.626
11 Credltors: amounts falllng du¢ withln one year
2024
2023
Accruals and other crediiors
3,300
4.140
12 Rglaled parti
Remuneration and expenses wer8 paid to 81ake Morgan LLP 01 £6.84012023.' £6.840}. where JPO Cole Is a
consultant and fomier member, for the administration of the Trust. Such payment is aulhorised under specific
powers contained in thè Twst deed.
No ramunarntion directly or indirecuy oul ol the fund8 of the charity was paid or payable for the year to any
trustee or any person known to ba conijecied with any of them. Trustees were reimbursed foT meeung
expenses amounting to £36412023: £309) during the year.
12-