Finance Score: -10

Governance Score: -3

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

Static board: -3

No supporters identified

Overall GiG Score: -13

MONTPELIER HIGH SCHOOL BURSARY FUND

FOR SUCH CHARITABLE INSTITUTION OR INSITUTIONS OR SUCH CHARITABLE PURPOSE OR PURPOSES AND IN SUCH PROPORTIONS AND MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY THINK FIT.

Analysis by Giving is Great

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
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

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
31/05/22		£7	£9	£-2	n/a	n/a	n/a	n/a	n/a
31/05/21		£7	£5	£2	n/a	n/a	n/a	n/a	n/a
31/05/20		£9	£11	£-2	n/a	n/a	n/a	n/a	n/a
31/05/19		£11	£8	£2	n/a	n/a	n/a	n/a	n/a
31/05/18	*	£6	£8	£-2	£0	£0	£0	n/a	0
31/05/17		£8	£6	£2	£0	£0	£0	n/a	0
31/05/16		£8	£9	£-2	£0	£0	£0	n/a	0
31/05/15		£8	£6	£2	£0	£0	£0	n/a	0
31/05/14		£8	£9	£-1	£0	£0	£0	n/a	0
31/05/13		£7	£8	£0	£0	£0	£0	n/a	0
31/05/12		£7	£6	£2	£0	£0	£0	n/a	0
31/05/11		£6	£6	£0	£0	£0	£0	n/a	0
31/05/10		£7	£6	£0	£0	£0	£0	n/a	0
31/05/09		£11	£12	£0	£0	£0	£0	n/a	0
31/05/08		£14	£14	£0	£0	£0	£0	n/a	0
31/05/07		£4	£4	£0	£0	£0	£0	n/a	0
31/05/06		£4	£4	£0	£0	£0	£0	n/a	0
31/05/05		£4	£4	£0	£0	£0	£0	n/a	0
31/05/04	*	£3	£3	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

enquiries@merchantventurers.com

01179738058

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bristol City,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

SMV TRUSTEE COMPANY LTD Appointed: 2019, Other trusteeships: THE CHARLES DIXON PENSION FUND, W H BLANDY TRUST, THE MERCHANT VENTURERS CHARITY, SUSIE HOPES SCHOLARSHIP FUND, THE MERCHANT VENTURERS CHARITIES INVESTMENT POOL,

CAROLINE JANE DUCKWORTH Appointed: 2015, Other trusteeships: CLIFTON DOWN CHARITABLE TRUST LIMITED, The Collegiate School Bristol,

Legal constitution

Charity registered in England & Wales on 09/11/1966, number: 249186

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR18: 112 days late, AR04: 5 days late,

Main office

THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH

Objectives

FOR SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR SUCH CHARITABLE PURPOSE OR PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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