Finance Score: -5

Governance Score: -1

Support Score: 0

Accounts overdue -5

No conflicts policy: -1

No supporters identified

Overall GiG Score: -6

THE LIVERPOOL MERCHANTS' GUILD

To relieve individuals who have been a professional or self employed person, a person who worked in a supervisory capacity, or a clerical or non manual worker and their dependents who are residing in Merseyside or who have so resided for a continuous period of not less than 15 years who are not less than 50 years of age and who are in conditions of need, hardship or distress

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

Latest accounts are overdue for filing

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
31/12/21	£1,518	£1,510	£8	£0	£55,276	£11,810	93.8
31/12/20	£1,208	£1,488	£-280	£0	£48,655	£10,366	83.6
31/12/19	£1,471	£1,439	£32	£0	£47,333	£10,141	84.5
31/12/18	£1,449	£1,340	£109	£0	£40,824	£8,785	78.7
31/12/17	£1,283	£1,268	£15	£0	£44,181	£9,350	88.5
31/12/16	£1,449	£1,194	£256	£0	£40,310	£8,660	87
31/12/15	£1,316	£1,110	£206	£10	£35,695	£7,702	83.3
31/12/14	£1,085	£1,113	£-28	£10	£35,985	£7,479	80.6
31/12/13	£1,250	£1,069	£181	£74	£35,648	£7,423	83.3
31/12/12	£1,210	£914	£296	£10	£31,290	£6,489	85.2
31/12/11	£1,065	£906	£159	£9	£28,946	£5,855	77.6
31/12/10	£977	£931	£45	£9	£29,853	£5,876	75.7
31/12/09	£952	£887	£65	£10	£26,751	£5,321	72
31/12/08	£1,312	£863	£449	£9	£22,412	£4,634	64.5
31/12/07	£1,191	£953	£239	£8	£30,643	£5,696	71.7
31/12/06	£1,148	£881	£266	£0	£0	£0	n/a
31/12/05	£994	£830	£164	£0	£0	£0	n/a
31/12/04	£926	£892	£34	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 93.8 months
Net Current Assets/Spending: 62 months
Quick Ratio: 56.7

Asset Split ?

Established: 61 years

www.liverpoolmerchantsguild.org.uk

info@liverpoolmerchantsguild.org.uk

01517031080

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

ANDREW THOMAS MORRIS

DR CATHERINE LEWIS-JONES Appointed: 2020

GILLIAN FERRIGNO

KENNETH HEAD

ROBERT JOHN CARTER (Chair)

SANDY TIMOTHY CHAPPLE GILL

LAWRENCE DOWNEY, Other trusteeship: ABBEYFIELD NORTH MERSEY (EXTRA CARE) SOCIETY TRUST,

MR DUNCAN BAILEY Appointed: 2016, Other trusteeship: THE FARRINGTON HOPKINS TRUST,

WILLIAM TUDOR MANSEL ROBERTS Appointed: 2020, Other trusteeship: CATHOLIC BLIND INSTITUTE,

Legal constitution

Charity registered in England & Wales on 28/02/1963, number: 206454

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; all on time

Main office

MOORE (NW) LLP
110-114 DUKE STREET
LIVERPOOL
L1 5AG

Objectives

1) TO RELIEVE INDIVIDUALS WHO HAVE BEEN A PROFESSIONAL OR SELF-EMPLOYED PERSON, A PERSON WHO WORKED IN A SUPERVISORY CAPACITY, OR A CLERICAL OR NON-MANUAL WORKER, AND THEIR DEPENDANTS, WHO ARE RESIDING IN MERSEYSIDE OR WHO HAVE SO RESIDED FOR A CONTINUOUS PERIOD OF NOT LESS THAN FIFTEEN YEARS WHO ARE NOT LESS THAN FIFTY YEARS OF AGE AND WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, EITHER BY PAYING PENSIONS OR BY MAKING GRANTS OR LOANS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE SUCH NEED, HARDSHIP OR DISTRESS AS AFORESAID 2) TO ACCEPT AND ADMINISTER ANY FUNDS OR PROPERTY GIVEN OR BEQUEATHED TO THE GUILD UPON ANY TRUSTS FOR CHARITABLE PURPOSES WHICH IN THE OPINION OF THE BOARD OF MANAGEMENT OF THE GUILD CAN BE CONVENIENTLY CARRIED OUT AND ADMINISTERED BY THE GUILD

Defined Area of Benefit:

MERSEYSIDE

Data Sources