Finance Score: -3

Governance Score: 0

Support Score: 0

Volatile income: -3
No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

MERCER FAMILY CHARITABLE FOUNDATION

The Foundation supports activities and initiatives run by organisations that deliver benefit in one or more of the qualifying categories; Education - a focus on farming, agriculture and food. Healthcare - a focus on those suffering from incurable illnesses. Community - a focus on community facilities in Staffordshire.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

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
30/09/23	£200	£235	£-34	n/a	n/a	n/a	n/a	n/a
30/09/22	£277	£286	£-8	n/a	n/a	n/a	n/a	n/a
30/09/21	£267	£251	£17	n/a	n/a	n/a	n/a	n/a
30/09/20	£237	£253	£-16	n/a	n/a	n/a	n/a	n/a
30/09/19	£685	£189	£495	£0	£495	£495	31.4	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.themercercharitablefoundation.com

07887655102

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social & legal advocacy

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Ghana, Kenya, Malawi, Mozambique, Throughout England, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ALEC ROGER MERCER Appointed: 2018

HENRIETTA TAMSIN MERCER Appointed: 2018

KATHRYN JULIE MERCER Appointed: 2018

MR THOMAS ALEXANDER MERCER Appointed: 2018

PHILIPPA JANE MERCER Appointed: 2018

ROBERT PERCY MERCER Appointed: 2018, Other trusteeship: FARM FRESH REVOLUTION,

ROGER MALLABER MERCER (Chair) Appointed: 2018, Other trusteeship: THE FARMING COMMUNITY NETWORK,

SALLY LOUISE MERCER Appointed: 2018, Other trusteeship: FARM FRESH REVOLUTION,

Legal constitution

Charity registered in England & Wales on 17/04/2018, number: 1177988

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

Mercer Family Charitable Foundation
Blakenhall Park
Bar Lane
Barton Under Needwood
BURTON-ON-TRENT
Stafford

Objectives

SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Data Sources