Finance Score: -5

Governance Score: 3

Support Score: 0

Accounts overdue -5
No PartB

Dynamic board: +3

Large volunteers +5

Overall GiG Score: 3

THE MAYOR OF MERTON'S CHARITABLE TRUST

The charity's objects are any purposes currently recognised as charitable and any new charitable purposes which are similar to another charitable purpose. The purpose of the Trust is to collect and distribute charitable donations for the benefit of the residents of the borough. The focus will shift from year to year so that each year the Trust can support specific organisations and/or themes.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently and was substantially in excess of spending in the latest year

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	Volun- teers
31/03/22	£48	£5	£43	n/a	n/a	n/a	n/a	n/a	35
31/03/21	£104	£100	£4	n/a	n/a	n/a	n/a	n/a	5
31/03/20	£115	£100	£15	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£75	£48	£27	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£62	£67	£-4	£0	£0	£0	n/a	0	0
31/03/17	£52	£67	£-15	£0	£0	£0	n/a	0	0
31/03/16	£92	£95	£-3	£0	£0	£0	n/a	0	0
31/03/15	£99	£71	£28	£0	£0	£0	n/a	0	0
31/03/14	£38	£55	£-17	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years

www.merton.gov.uk/mayor

mayor@merton.gov.uk

02085453517

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Merton,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
35 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

OONAGH MOULTON Appointed: 2023

COUNCILLOR EDITH MACAULEY MBE Appointed: 2019

COUNCILLOR GILL MANLY Appointed: 2023

COUNCILLOR MICHAEL BRUNT (Chair) Appointed: 2021

COUNCILLOR MARTIN WHELTON Appointed: 2023, Other trusteeship: MITCHAM COMMON EDUCATION TRUST,

Legal constitution

Charity registered in England & Wales on 04/10/2012, number: 1149209

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

9 returns made; all on time

Main office

LONDON BOROUGH OF MERTON
MERTON CIVIC CENTRE
LONDON ROAD
MORDEN
SM4 5DX

Objectives

THE OBJECTS ARE ANY PURPOSES CURRENTLY RECOGNISED AS CHARITABLE AND ANY NEW CHARITABLE PURPOSES WHICH ARE SIMILAR TO ANOTHER CHARITABLE PURPOSE.

Data Sources