Finance Score: 6

Governance Score: 4

Support Score: 0

Liabilities <10%: +3
Excess reserves: -2
Strong growth: +2
Fundraising costs low: +3

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 10

THE MERCHANT TAYLORS' FOUNDATION

The Merchant Taylors' Foundation makes grants that target education, homelessness and projects to create positive lasting change to people's lives.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,727,289 available, equivalent to 25 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/07/22	£1,698	£1,303	£394	£0	£16,936	£2,727	25.1	0	71
31/07/21?	£2,890	£545	£2,345	£0	£17,742	£2,509	55.3	0	157
31/12/20	£1,323	£719	£604	£0	£1,122	£887	14.8	0	0
31/12/19	£140	£151	£-11	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£341	£344	£-3	£0	£0	£0	n/a	0	0
31/12/17	£225	£258	£-33	£0	£0	£0	n/a	0	0
31/12/16	£148	£121	£27	£0	£0	£0	n/a	0	0
31/12/15	£151	£25	£126	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.3%
Fundraising Costs/Total Spending: 5.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 16%
Reserves/Spending: 25.1 months
Net Current Assets/Spending: 15 months
Quick Ratio: 7.4

Asset Split ?

Established: 9 years

www.merchant-taylors.co.uk

charities@merchant-taylors.co.uk

02075622320

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Northern Ireland, Throughout England,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
71 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

RICHARD HENRY CHARLES NOURSE Appointed: 2021

RUPERT BULL Appointed: 2021

RALPH GODSALL Appointed: 2021, Other trusteeships: THE ROCHESTER CATHEDRAL TRUST, HENRY COLBORN (OR COLBRON), THE MERCHANT TAYLORS' COMPANY CHARITIES FUND, THE MARLER TRUST,

SARAH MORGAN Appointed: 2021, Other trusteeship: THE MERCHANT TAYLORS' AND CHRISTOPHER BOONE'S ALMHOUSES CHARITY,

DAVID JACKSON Appointed: 2021, Occupation: Company Secretary, Other trusteeships: HENRY COLBORN (OR COLBRON), THE MERCHANT TAYLORS' COMPANY CHARITIES FUND, THE MARLER TRUST,

JANE HALL Appointed: 2023, Occupation: Furniture Conservator, Other trusteeship: WESSEX RIVERS TRUST,

Legal constitution

Charity registered in England & Wales on 07/05/2015, number: 1161568

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

8 returns made; all on time

Main office

MERCHANT TAYLORS' HALL
30 THREADNEEDLE STREET
LONDON
EC2R 8JB

Objectives

(1) TO ADVANCE THE EDUCATION OF THE PUBLIC GENERALLY AND IN PARTICULAR, BUT NOT LIMITED TO, FOUNDING EDUCATIONAL ESTABLISHMENTS AND ASSISTING SCHOOLS, UNIVERSITIES AND OTHER EDUCATIONAL BODIES IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING: A. THE PROVISION OF BURSARIES, SCHOLARSHIPS, FELLOWSHIPS, LECTURESHIPS AND PRIZES;B. THE IMPROVEMENT OF AMENITIES;C. THE REDUCTION OF FEES; AND D. THE PROVISION OF FREE EDUCATION; AND (2) SUCH OTHER OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES.

Data Sources