THE MERCHANT TAYLORS' OLD BOYS ASSOCIATION CHARITABLE TRUST

Charity number: 515066
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects set out in the Declaration of Trust dated 27 April 1983, including the provision of scholarships to Merchant Taylors' School Crosby, the provision of plant, equipment, furniture to the said School, the improvement of the site of the said School and for associated and related purposes as therein defined.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £49,156
Total expenditure: £52,710

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Sefton

Governance

Registration history:
  • 21 June 1984: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Philip Marshall Trustee 01 August 2019
None on record
Ian Duckett Trustee 12 October 2015
None on record
IAN ALAN DOUGLAS Trustee 24 October 2013
None on record
DAVID STEPHEN EVANS Trustee 03 June 2013
BLUNDELLSANDS PARK TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £49.78k £40.87k £43.96k £46.28k £49.16k
Total expenditure £44.10k £40.35k £58.56k £60.88k £52.71k
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 05 April 2024 16 December 2024 On Time
Accounts and TAR 05 April 2024 16 December 2024 On Time Download Open in new window
Annual return 05 April 2023 04 December 2023 On Time
Accounts and TAR 05 April 2023 04 December 2023 On Time Download Open in new window
Annual return 05 April 2022 30 January 2023 On Time
Accounts and TAR 05 April 2022 30 January 2023 On Time Download Open in new window
Annual return 05 April 2021 26 December 2021 On Time
Accounts and TAR 05 April 2021 26 December 2021 On Time Download Open in new window
Annual return 05 April 2020 19 January 2021 On Time
Accounts and TAR 05 April 2020 19 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 27 APRIL 1983.

Charitable objects

FOR ANY CHARITABLE PURPOSE OR CHARITABLE PURPOSES CONNECTED WITH OR RELATING TO MERCHANT TAYLORS' SCHOOL FOR BOYS, CROSBY, OR ITS PRESENT OR PAST MEMBERS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
19 Merrilocks Road
Blundellsands
Liverpool
L23 6UJ
Phone:
07831694050
Email:
No information available
Website:

No information available