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The Merchant Venturers Charities Investment Pool

Also known as: Mvcip

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

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Activities & Mission

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

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

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

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£415,086
£486,3880 / 0
2023
£506,047
£518,355£491,474£12,589,399£12,589,3990 / 0
2022
£473,611
£486,3230 / 0
2021
£423,422
£436,6660 / 0
2020
£453,678
£464,8840 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Merchant Venturers Charities Investment Pool

What does The Merchant Venturers Charities Investment Pool do?

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

How much income did The Merchant Venturers Charities Investment Pool report in 2024?

The Merchant Venturers Charities Investment Pool reported total income of £415k and reported expenditure of £486k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

When was The Merchant Venturers Charities Investment Pool registered as a charity?

The Merchant Venturers Charities Investment Pool was registered with the Charity Commission for England and Wales on 4 March 1996 as charity number 1053459. It has been registered for 30 years.

Who runs The Merchant Venturers Charities Investment Pool?

The Merchant Venturers Charities Investment Pool is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Merchant Venturers Charities Investment Pool operate?

The Merchant Venturers Charities Investment Pool operates in Bristol City, as recorded in its Charity Commission filing.

Is The Merchant Venturers Charities Investment Pool a registered charity?

Yes — The Merchant Venturers Charities Investment Pool is a registered charity in England and Wales, charity number 1053459.

Details

Address
THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
Registration Date
4 March 1996
Status
Registered

Registry Information

Organisation Number
1053459
Charity Number
1053459

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Trustees

SMV Trustee Company Ltd

Also Known As

  • Mvcip

Data & trust

Register data refreshed
30 July 2026
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