THE CHARLES DIXON PENSION FUND

Charity number: 202153
Charity reporting is up to date (on time)

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

Total income: £8,703
Total expenditure: £460

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Other Finance
Where the charity operates:
  • Bristol City
  • Knowsley
  • Liverpool City
  • Sefton
  • St Helens
  • Wirral
  • Throughout London

Governance

Registration history:
  • 22 September 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
Land and property:
This charity does not own and/or lease land or property

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
W H BLANDY TRUST
Received: On time
THE MERCHANT VENTURERS CHARITIES INVESTMENT POOL
THE MERCHANT VENTURERS CHARITY
Received: On time
SUSIE HOPES SCHOLARSHIP FUND
Received: On time
Montpelier High School Bursary Fund
Received: On time

Financial history

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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

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
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
Submit annual return Open in new window

Contact information

Address:
THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
Phone:
01179708058
Website:

No information available