the merchant venturers charities investment pool

The charity supports other defined groups. The Merchant Venturers Charities Investment Pool is a registered charity whose purpose is other charitable purposes. It delivers its work by carrying out other charitable activities. The charity is based in Bristol and operates in Bristol City.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

TO PROVIDE A COMMON INVESTMENT FUND WITHIN THE MEANING OF THE CHARITIES ACT 1960.

Fundraising

See where The Merchant Venturers Charities Investment Pool is active and find local fundraising opportunities.

Local Authority

Bristol City

Financial Information

Latest Income

£415,086

Latest Expenditure

£486,388

Financial Efficiency

Program Ratio 97.1%

% of income going directly to charitable activities

Overall Efficiency 94.8%

% of expenditure going to programs (vs overhead)

Administrative Ratio 0.0%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0

Charitable Activities £0

Other Trading £0

Investments £506,047

Other Income £0

Expenditure Categories

Charitable Expenditure £491,474

Raising Funds £0

Governance £0

Grants to Institutions £0

Other Expenditure £26,881

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£415,086	£486,388				0 / 0
2023	£506,047	£518,355	£491,474	£12,589,399	£12,589,399	0 / 0
2022	£473,611	£486,323				0 / 0
2021	£423,422	£436,666				0 / 0
2020	£453,678	£464,884				0 / 0