Finance Score: -1

Governance Score: 2

Support Score: 0

Spending falling: -1
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE MERCHANT TAYLORS' SCHOOL GENERAL CHARITABLE TRUST

The Merchant Taylor's School General Charitable Trust was established to provide support to the Merchant Taylors' Schools in Crosby.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/08/22?		£193	£0	£193	n/a	n/a	n/a	n/a	n/a
31/03/21		£105	£100	£5	n/a	n/a	n/a	n/a	n/a
31/03/20		£169	£170	£-1	n/a	n/a	n/a	n/a	n/a
31/03/19		£413	£420	£-7	n/a	n/a	n/a	n/a	n/a
31/03/18		£309	£309	£0	£0	£0	£0	n/a	0
31/03/17		£107	£100	£7	£0	£0	£0	n/a	0
31/03/16		£101	£70	£31	£0	£0	£0	n/a	0
31/03/15		£128	£130	£-2	£0	£0	£0	n/a	0
31/03/14		£87	£95	£-8	£0	£0	£0	n/a	0
31/03/13		£83	£121	£-38	£0	£0	£0	n/a	0
31/03/12		£132	£125	£7	£0	£0	£0	n/a	0
31/03/11		£114	£85	£29	£0	£0	£0	n/a	0
31/03/10		£58	£61	£-3	£0	£0	£0	n/a	0
31/03/09		£100	£100	£-1	£0	£0	£0	n/a	0
31/03/08		£163	£170	£-7	£0	£0	£0	n/a	0
31/03/07	*	£101	£120	£-19	£0	£0	£0	n/a	0
31/03/06		£126	£113	£13	£0	£0	£0	n/a	0
31/03/05		£142	£197	£-55	£0	£0	£0	n/a	0
31/03/04	*	£277	£219	£59	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 55 years

www.merchanttaylors.com

devoffice@merchanttaylors.com

01519499325

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Sefton,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

PHILIP MARSHALL KC Appointed: 2020

ANNA GABRIELLA GERVASONI Appointed: 2017, Other trusteeship: THE MERCHANT TAYLORS' SCHOOLS CROSBY,

CHARLES COWLING Appointed: 2018, Other trusteeships: THE UNITED SOCIETY, THE MERCHANT TAYLORS' SCHOOLS CROSBY,

GLYNIS JOHNSTON Appointed: 2023, Other trusteeship: BLUNDELLSANDS PARK TRUST,

Legal constitution

Charity registered in England & Wales on 29/07/1969, number: 527058

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR07: 30 days late, AR04: 1 days late,

Main office

186 LIVERPOOL ROAD
CROSBY
LIVERPOOL
L23 0QP

Objectives

1. SUCH CHARITABLE PURPOSES CONNECTED WITH THE MERCHANT TAYLOR'S SCHOOL AND MERCHANT TAYLOR'S SCHOOL FOR GIRLS,CROSBY,AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE. 2. SUCH OTHER CHARITABLE PURPOSES OR SUCH CHARITABLE FOUNDATIONS (WHETHER OR NOT CONNECTED WITH THE SCHOOL) AS THE TRUSTEES SHALL IN LIKE MANNER DETERMINE. PROVIDED THAT THE TRUSTEES SHALL BEFORE EXERCISING THEIR DISCRETION CONSIDER IN THE FIRST PLACE THE REQUIREMENTS OF THE SCHOOL.

Defined Area of Benefit:

NOT DEFINED

Data Sources