the merchant venturers charities investment pool
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
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 |
Staff column shows: Employees / Volunteers
Details
Address
THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH
Website
merchantventurers.comRegistration Date
4 March 1996
Status
Registered
Registry Information
Organisation Number
1053459
Charity Number
1053459
Trustees
SMV Trustee Company Ltd
Sectors & Classifications
Also Known As
- MVCIP