THE CHARLES DIXON PENSION FUND

Charity overview
Activities - how the charity spends its money
Provision of pensions for Merchants of London, Liverpool and Bristol who are in reduced circumstances or failing them Merchants not less than sixty years of age resident in England.
Income and expenditure
Data for financial year ending 31 March 2025
People

1 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
Trading
Trustee payments
What, who, how, where
- The Prevention Or Relief Of Poverty
- Elderly/old People
- Provides Other Finance
- Bristol City
- Knowsley
- Liverpool City
- Sefton
- St Helens
- Wirral
- Throughout London
Governance
- 22 September 1962: Standard registration
No other names
- Conflicting interests
- Investment
- Risk management
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
1 Trustee(s)
Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMV Trustee Company Ltd | Trustee | 10 November 2016 |
|
Financial history
Financial period end date
Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
---|---|---|---|---|---|---|---|
|
Total gross income | £9.38k | £8.68k | £9.40k | £10.34k | £8.70k | |
|
Total expenditure | £6.90k | £4.87k | £2.25k | £654 | £460 | |
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
---|---|---|---|---|
Annual return | 31 March 2025 | 06 August 2025 | On time | |
Accounts and TAR | 31 March 2025 | Not required | ||
Annual return | 31 March 2024 | 21 October 2024 | On time | |
Accounts and TAR | 31 March 2024 | Not required | ||
Annual return | 31 March 2023 | 08 November 2023 | On time | |
Accounts and TAR | 31 March 2023 | Not required | ||
Annual return | 31 March 2022 | 12 August 2022 | On time | |
Accounts and TAR | 31 March 2022 | Not required | ||
Annual return | 31 March 2021 | 06 September 2021 | On time | |
Accounts and TAR | 31 March 2021 | Not required |
Governing document
It is not the full text of the charity's governing document.
SCHEME DATED 20TH NOVEMBER 1956. VARIED BY SCHEME DATED 21ST OCTOBER, 1958, VARIED BY SCHEME SEALED 22 OCTOBER 1996. AS AMENDED BY SCHEME DATED 03 JAN 2017
Charitable objects
PROVISION OF PENSIONS FOR MERCHANTS OF LONDON LIVERPOOL AND BRISTOL WHO ARE IN REDUCED CIRCUMSTANCES, OR FAILING THEM MERCHANTS IN REDUCED CIRCUMSTANCES NOT LESS THAN SIXTY YEARS OF AGE AND RESIDENT IN ENGLAND.
Area of benefit
LONDON, LIVERPOOL, BRISTOL, NATIONAL.
Contact information
- Address:
-
THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
- Phone:
- 01179708058
- Website:
-
No information available
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