Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

EDMONDS AND COLES SCHOLARSHIPS

THE CHARITY MAKES FINANCIAL AWARDS FOR ANY EDUCATIONAL PURPOSES. FOR EXAMPLE, SMALL GRANTS FOR THE PURCHASE OF BOOKS OR EQUIPMENT NEEDED FOR A COURSE OF EDUCATION OR TRAINING OR HELP WITH TRAVEL COSTS.

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 and 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

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
31/08/23		£10	£7	£3	n/a	n/a	n/a	n/a	n/a
31/08/22		£16	£8	£8	n/a	n/a	n/a	n/a	n/a
31/08/21		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a
31/08/20		£12	£7	£6	n/a	n/a	n/a	n/a	n/a
31/08/19		£12	£5	£7	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£13	£9	£4	£0	£0	£0	n/a	0
31/08/17		£11	£7	£5	£0	£0	£0	n/a	0
31/08/16		£11	£9	£2	£0	£0	£0	n/a	0
31/08/15		£11	£12	£-1	£0	£0	£0	n/a	0
31/08/14		£11	£8	£3	£0	£0	£0	n/a	0
31/08/13		£11	£8	£3	£0	£0	£0	n/a	0
31/08/12		£10	£5	£5	£0	£0	£0	n/a	0
31/08/11		£10	£2	£8	£0	£0	£0	n/a	0
31/08/10	*	£10	£3	£7	£0	£0	£0	n/a	0
31/08/09		£9	£8	£1	£0	£0	£0	n/a	0
31/08/08		£9	£5	£4	£0	£0	£0	n/a	0
31/08/07		£8	£5	£3	£0	£0	£0	n/a	0
31/08/06		£8	£5	£3	£0	£0	£0	n/a	0
31/08/05		£7	£7	£0	£0	£0	£0	n/a	0
31/08/04		£6	£3	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

enquiries@merchantventurers.com

01179738058

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Individuals

Where it operates

Bristol City, South Gloucestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANNA MARGARET HANNAM Appointed: 2021

CHARLES DENSHAM Appointed: 2014

COUNCILLOR MICHAEL DAVID PRUETT Appointed: 2022

JEREMY MCCULLOUGH Appointed: 2020

RACHAEL SAMANTHA JONES Appointed: 2023

TRACEY ANNE KILLEN Appointed: 2023

CAROLINE-JANE DUCKWORTH Appointed: 2017, Other trusteeships: ST STEPHEN ECCLESIASTICAL CHARITY, SS GREAT BRITAIN TRUST,

STEPHEN JAMES SMITH Appointed: 2022, Other trusteeships: BRISTOL CATHEDRAL TRUST, BRISTOL CATHEDRAL TRUST,

BRENDA MARGARET MASSEY Appointed: 2022, Occupation: Councilllor, Other trusteeship: SOUTHMEAD DEVELOPMENT TRUST,

Legal constitution

Charity registered in England & Wales on 20/12/1962, number: 311751

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR18: 28 days late, AR10: 18 days late,

Main office

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

Objectives

TO APPLY THE INCOME OF THE CHARITY IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE AND HAVE FOR THREE YEARS BEEN RESIDENT IN THE AREA OF BENEFIT AND ARE IN NEED OF FINANCIAL ASSISTANCE.

Defined Area of Benefit:

HENBURY, WESTBURY-ON-TRYM AND HORFIELD

Data Sources