THE SOCIETY OF MERCHANT VENTURERS ALMSHOUSES CHARITY

Charity number: 202152
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

TO PROVIDE ALMSHOUSES FOR THE POOR PERSONS OF GOOD CHARACTER WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSION) ARE INHABITANTS OF THE CITY OF BRISTOL. IN SELECTING RESIDENTS FOR MERCHANT VENTURERS' ALMSHOUSES PREFERENCE SHALL BE GIVEN TO MARINERS AND THEIR DEPENDANTS. IN SELECTING RESIDENTS FOR COLSTON'S ALMSHOUSE PREFERENCE SHOULD BE GIVEN TO MEMBERS OF THE CHURCH OF ENGLAND.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £283,772
Total expenditure: £181,790

People

1 Trustee(s)

28 Volunteer(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

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Bristol City

Governance

Registration history:
  • 29 May 1985: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity owns and/or leases 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 COMPANY TRUSTEE LIMITED Trustee 10 November 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £125.64k £135.54k £135.77k £287.34k £283.77k
Total expenditure £107.19k £112.35k £136.35k £126.55k £181.79k
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 December 2024 06 August 2025 On time
Accounts and TAR 31 December 2024 06 August 2025 On time Download Open in new window
Annual return 31 December 2023 03 October 2024 On time
Accounts and TAR 31 December 2023 03 October 2024 On time Download Open in new window
Annual return 31 December 2022 30 August 2023 On time
Accounts and TAR 31 December 2022 30 August 2023 On time Download Open in new window
Annual return 31 December 2021 13 September 2022 On time
Accounts and TAR 31 December 2021 13 September 2022 On time Download Open in new window
Annual return 31 December 2020 09 September 2021 On time
Accounts and TAR 31 December 2020 09 September 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.

SCHEME OF 29 MAY 1985 AS AMENDED BY SCHEME OF 8 MAY 1991. AS AMENDED BY SCHEME DATED 03 JAN 2017

Charitable objects

ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSION) ARE INHABITANTS OF THE CITY OF BRISTOL. IN SELECTING RESIDENTS FOR THE MERCHANT VENTURER'S ALMSHOUSES ,PREFERENCE SHALL BE GIVEN TO MARINERS AND THEIR DEPENDENTS .IN SELECTING RESIDENTS FOR COLSTON'S ALMSHOUSE PREFERENCE SHALL BE GIVEN TO MEMBERS OF THE CHURCH OF ENGLAND.

Area of benefit

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

CITY OF BRISTOL

Contact information

Address:
THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
Phone:
01179738058
Email:
enquiries@merchantventurers.com
Website:

merchantventurers.com