Venturers Trust Endowment Fund

Charity Number: 1127105
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide funding for activities in the Venturers Trust schools to advance the educational offering to the pupils.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £247,064
Total expenditure: £161,495

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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Bristol City

Governance

Registration history:
  • 09 December 2008: Standard registration
Organisation type:
Trust
Other names:
  • COLSTON'S GIRLS' SCHOOL ACADEMY ENDOWMENT FUND (Previous name)
  • COLSTON'S GIRLS' SCHOOL TRUST ENDOWMENT FUND (Previous name)
  • COLSTON'S GIRLS' SCHOOL TRUST ENDOWMENT FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SMV Trustee Company Limited Trustee 13 September 2024
THE COTE CHARITY
Received: On time
THE ROGER NEWPORT FOUNDATION
Received: On time
The Montpelier Collegiate Trust
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £173.99k £89.24k £130.85k £137.64k £247.06k
Total expenditure £170.36k £61.79k £228.79k £149.14k £161.50k
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 August 2023 19 June 2024 On Time
Accounts and TAR 31 August 2023 19 June 2024 On Time Download Open in new window
Annual return 31 August 2022 27 January 2023 On Time
Accounts and TAR 31 August 2022 27 January 2023 On Time Download Open in new window
Annual return 31 August 2021 24 March 2022 On Time
Accounts and TAR 31 August 2021 24 March 2022 On Time Download Open in new window
Annual return 31 August 2020 18 January 2021 On Time
Accounts and TAR 31 August 2020 18 January 2021 On Time Download Open in new window
Annual return 31 August 2019 06 June 2020 On Time
Accounts and TAR 31 August 2019 06 June 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.

TRUST DEED DATED 31/08/2008 AS AMENDED ON 14/11/2012 AS AMENDED ON 01 SEP 2012 AS AMENDED BY ORDER DATED 02 MAY 2019 as amended on 04 Jul 2019

Charitable objects

TO ADVANCE THE EDUCATION OF YOUNG PEOPLE UNDER THE AGE OF 25 THROUGH (1) THE PROVISION, MAINTENANCE AND SUPPORT OF THE SCHOOLS (2) THE SUPPORT OF EDUCATIONAL ACTIVITIES ANYWHERE IN THE AREA OF BENEFIT (3) THE PROVISION OF BURSARIES, SCHOLARSHIPS, GRANTS OR OTHER PAYMENTS TO YOUNG PEOPLE IN NEED OF FINANCIAL ASSISTANCE TO ASSIST THEM IN PURSUING THEIR EDUCATION EITHER AT THE SCHOOLS OR ELSEWHERE IN THE AREA OF BENEFIT.

Area of benefit

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

UNDEFINED. IN PRACTICE, BRISTOL CITY.

Contact information

Address:
THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
Phone:
0117 973 8058
Email:
info@venturerstrust.org
Website:

www.venturerstrust.org Open in new window