Finance Score: -3

Governance Score: -1

Support Score: 0

Volatile income: -3
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -4

MERTON PRIORY TRUST

Protection of the remains of Merton Priory and establishing a visitor and information centre on the site of the Chapter House

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/22		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/09/21		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/09/20	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a
30/09/19		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/09/18		£0	£1	£-1	£0	£0	£0	n/a	0
30/09/17		£0	£2	£-2	£0	£0	£0	n/a	0
30/09/16		£0	£0	£0	£0	£0	£0	n/a	0
30/09/15		£0	£0	£0	£0	£0	£0	n/a	0
30/09/14	*	£0	£2	£-2	£0	£0	£0	n/a	0
30/09/13		£3	£2	£1	£0	£0	£0	n/a	0
30/09/12		£3	£2	£1	£0	£0	£0	n/a	0
30/09/11	*	£2	£1	£1	£0	£0	£0	n/a	0
30/09/10		£1	£0	£1	£0	£0	£0	n/a	0
30/09/09	*	£0	£0	£0	£0	£0	£0	n/a	0
30/09/08		£0	£0	£0	£0	£0	£0	n/a	0
30/09/07		£0	£2	£-2	£0	£0	£0	n/a	0
30/09/06		£0	£2	£-2	£0	£0	£0	n/a	0
30/09/05		£0	£0	£0	£0	£0	£0	n/a	0
30/09/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 26 years

www.mertonpriory.org

info@mertonpriory.org

02089464141

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Merton,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-91

ANDREW JOHN JUDGE Appointed: 2019, Occupation: Director, Other trusteeship: ANIMA UNA,

CYRIL MAIDMENT Appointed: 2005, Occupation: Retired

DAVID SAXBY Appointed: 2003, Occupation: Archaeologist

DAVID ROBERTS Appointed: 2006, Occupation: Chartered Accountant

GERALDINE PATRICIA STANFORD BED, Other trusteeship: THE COLOUR HOUSE CHILDREN'S THEATRE,

JOHN NICHOLAS HAWKS MA, Other trusteeships: THE WANDLE INDUSTRIAL MUSEUM, ANIMA UNA,

MARCUS JOHN BEALE (Chair) Appointed: 2003, Occupation: Architect, Other trusteeship: THE WIMBLEDON CONCERT HALL,

NICHOLAS DRAPER Appointed: 2006, Occupation: Supervisor National Blood Serv

Legal constitution

Charitable company registered in England & Wales on 09/09/1998, number: 1071445
Registered at Companies House on 11/03/1998, number: 03525361

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 3 days late, AR14: 9 days late, AR11: 21 days late, AR09: 23 days late,

Main office

MBA, THE OLD POST OFFICE
1 COMPTON ROAD
WIMBLEDON
LONDON
SW19 7QA

Objectives

TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF THE BOROUGH OF MERTON IN THE COUNTY OF GREATER LONDON AND OF THE NATION AT LARGE, WHATEVER OF THE HISTORICAL, ARCHITECTURAL, AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE BOROUGH OF MERTON AFORESAID IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDINGS AS DEFINED IN SECTION 336(1) OF THE TOWN AND COUNTRY PLANNING ACT 1990)OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

LONDON BOROUGH OF MERTON

Data Sources