THE MERCHANT VENTURERS CHARITY

Charity Number: 264302
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE AIM OF THE CHARITY IS TO ENHANCE THE QUALITY OF LIFE FOR ALL, PARTICULARLY THE YOUNG, AGED AND DISADVANTAGED; TO PROMOTE LEARNING AND THE ACQUISITION OF SKILLS BY SUPPORTING EDUCATION; TO ACTIVELY SUPPORT COMMUNITY ACTIVITY AND TO HELP PRESERVE THE OPEN SPACES AND HERITAGE FOR WHICH THE MERCHANT VENTURERS ARE RESPONSIBLE.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £440,726
Total expenditure: £447,087

People

1 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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Bristol City

Governance

Registration history:
  • 16 August 1972: Standard registration
  • 17 October 2022: Funds received from 243581 CHARITY OF HENRY WOTTON
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SMV Trustee Company Ltd Trustee 01 January 2018
THE CHARLES DIXON PENSION FUND
Received: On time
W H BLANDY TRUST
Received: On time
THE MERCHANT VENTURERS CHARITIES INVESTMENT POOL
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £403.90k £390.76k £407.27k £526.76k £440.73k
Total expenditure £341.15k £657.43k £365.08k £451.58k £447.09k
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
Income - Donations and legacies N/A N/A N/A £264.67k N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £262.09k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £445.98k N/A
Expenditure - Raising funds N/A N/A N/A £0 N/A
Expenditure - Governance N/A N/A N/A £0 N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £5.60k 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 2023 21 October 2024 On Time
Accounts and TAR 31 December 2023 21 October 2024 On Time Download Open in new window
Annual return 31 December 2022 28 July 2023 On Time
Accounts and TAR 31 December 2022 28 July 2023 On Time Download Open in new window
Annual return 31 December 2021 12 August 2022 On Time
Accounts and TAR 31 December 2021 12 August 2022 On Time Download Open in new window
Annual return 31 December 2020 06 September 2021 On Time
Accounts and TAR 31 December 2020 06 September 2021 On Time Download Open in new window
Annual return 31 December 2019 22 October 2020 On Time
Accounts and TAR 31 December 2019 22 October 2020 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.

SETTLEMENT DATED 15TH MAY 1972 AS AMENDED BY SCHEME DATED 03 JAN 2017

Charitable objects

FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR SUCH CHARITABLE PURPOSE OR PURPOSES AND IN SUCH PROPORTIONS AND MANNER AS THE SOCIETY IN ITS ABSOLUTE DISCRETION MAY THINK FIT.

Area of benefit

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

NOT DEFINED

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