01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received Late
- Charity type
- Trust
- Registered
- 4 September 1967
- Removed
- Not supplied
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £336,491
- Latest expenditure
- £516,892
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Merchant Taylors Co, Merchant Taylors Hall, 30 Threadneedle Street, LONDON, EC2R 8JB
Website recorded by the regulator: www.merchant-taylors.co.uk (displayed as text)
02 Activities
What the charity does
- the maintenance, improvement and support of Merchant Taylors' School;- the benefit of the said school or of all or any of the pupils attending the said school in any manner which is exclusively charitable;- the founding or support of schools of learning generally;- the advancement of education generally
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 June 2026
- Date Annual Return Received
- 2 July 2026
- Date Accounts Received
- 2 July 2026
- Total Gross Income
- £336,491
- Total Gross Expenditure
- £516,892
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 June 2025
- Date Annual Return Received
- 27 June 2025
- Date Accounts Received
- 27 June 2025
- Total Gross Income
- £360,182
- Total Gross Expenditure
- £480,905
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 June 2024
- Date Annual Return Received
- 29 June 2024
- Date Accounts Received
- 29 June 2024
- Total Gross Income
- £35,557,000
- Total Gross Expenditure
- £32,750,000
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 June 2023
- Date Annual Return Received
- 30 June 2023
- Date Accounts Received
- 30 June 2023
- Total Gross Income
- £32,621,000
- Total Gross Expenditure
- £30,606,000
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 June 2022
- Date Annual Return Received
- 29 June 2022
- Date Accounts Received
- 29 June 2022
- Total Gross Income
- £31,359,000
- Total Gross Expenditure
- £28,642,000
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 2 July 2026
- Total Gross Income
- £336,491
- Total Gross Expenditure
- £516,892
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 27 June 2025
- Total Gross Income
- £360,182
- Total Gross Expenditure
- £480,905
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 29 June 2024
- Total Gross Income
- £35,557,000
- Total Gross Expenditure
- £32,750,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Due Date
- 30 June 2023
- Ar Received Date
- 30 June 2023
- Total Gross Income
- £32,621,000
- Total Gross Expenditure
- £30,606,000
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Due Date
- 30 June 2022
- Ar Received Date
- 29 June 2022
- Total Gross Income
- £31,359,000
- Total Gross Expenditure
- £28,642,000
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £324,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 29 June 2024
- Income Donations And Legacies
- 177000
- Income Other Trading Activities
- 405000
- Income Charitable Activities
- 33014000
- Income Investments
- 925000
- Income Other
- 1036000
- Income Total Income And Endowments
- 35557000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £722,000
- Expenditure Charitable Expenditure
- £31,936,000
- Expenditure Other
- 92000
- Expenditure Total
- 32750000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 661000
- Expenditure Governance
- 12000
- Expenditure Support Costs
- 3394000
- Expenditure Depreciation
- 2182000
- Gain Loss Investment
- -728000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £63,031,000
- Assets Total Fixed
- 57516000
- Assets Own Use
- 39919000
- Assets Long Term Investment
- 17597000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £12,727,000
- Assets Total Liabilities
- £7,212,000
- Assets Current Investment
- 552000
- Assets Total Assets And Liabilities
- £63,031,000
- Creditors One Year Total Current
- 6337000
- Creditors Falling Due After One Year
- 875000
- Assets Cash
- £12,175,000
- Funds Endowment
- 7438000
- Funds Unrestricted
- 53069000
- Funds Restricted
- 2524000
- Funds Total
- 63031000
- Count Employees
- 0
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Due Date
- 30 June 2023
- Ar Received Date
- 30 June 2023
- Income Donations And Legacies
- 79000
- Income Other Trading Activities
- 392000
- Income Charitable Activities
- 31152000
- Income Investments
- 514000
- Income Other
- 484000
- Income Total Income And Endowments
- 32621000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £664,000
- Expenditure Charitable Expenditure
- £29,936,000
- Expenditure Other
- 6000
- Expenditure Total
- 30606000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 640000
- Expenditure Governance
- 12000
- Expenditure Support Costs
- 3190000
- Expenditure Depreciation
- 2071000
- Gain Loss Investment
- -1818000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £60,952,000
- Assets Total Fixed
- 55741000
- Assets Own Use
- 37847000
- Assets Long Term Investment
- 17894000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £11,585,000
- Assets Total Liabilities
- £6,374,000
- Assets Current Investment
- 740000
- Assets Total Assets And Liabilities
- £60,952,000
- Creditors One Year Total Current
- 5441000
- Creditors Falling Due After One Year
- 933000
- Assets Cash
- £10,845,000
- Funds Endowment
- 7533000
- Funds Unrestricted
- 49650000
- Funds Restricted
- 3769000
- Funds Total
- 60952000
- Count Employees
- 0
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Due Date
- 30 June 2022
- Ar Received Date
- 29 June 2022
- Income Donations And Legacies
- 87000
- Income Other Trading Activities
- 182000
- Income Charitable Activities
- 29272000
- Income Investments
- 412000
- Income Other
- 1406000
- Income Total Income And Endowments
- 31359000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £406,000
- Expenditure Charitable Expenditure
- £28,234,000
- Expenditure Other
- 2000
- Expenditure Total
- 28642000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 636000
- Expenditure Governance
- 30000
- Expenditure Support Costs
- 2979000
- Expenditure Depreciation
- 2077000
- Gain Loss Investment
- 3043000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £60,755,000
- Assets Total Fixed
- 57710000
- Assets Own Use
- 38105000
- Assets Long Term Investment
- 19605000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,321,000
- Assets Total Liabilities
- £5,276,000
- Assets Current Investment
- 419000
- Assets Total Assets And Liabilities
- £60,755,000
- Creditors One Year Total Current
- 4399000
- Creditors Falling Due After One Year
- 877000
- Assets Cash
- £7,902,000
- Funds Endowment
- 8388000
- Funds Unrestricted
- 48699000
- Funds Restricted
- 3668000
- Funds Total
- 60755000
- Count Employees
- 0
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout London
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
08 Official extract
Charity Event History
- Charity Name
- MERCHANT TAYLORS' EDUCATIONAL TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1967-09-04T00:00:00
- Charity Name
- MERCHANT TAYLORS' EDUCATIONAL TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2017-09-11T00:00:00
- Assoc Organisation Number
- 310016
- Assoc Registered Charity Number
- 310016
- Assoc Charity Name
- CHARITIES ADMINISTERED IN CONNECTION WITH MERCHANT TAYLORS' SCHOOL
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 31 AUG 1967AS AMENDED BY SCHEME DATED 27 JUN 1997AS AMENDED BY ORDER DATED 26 APR 2005AS AMENDED BY DEED DATED 21 MAR 2021
- Charitable Objects
- THE TRUST PROPERTY SHALL BE HELD AND APPLIED FOR OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS (WHETHER EDUCATIONAL OR OTHERWISE) IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE AND BOTH CAPITAL AND INCOME WITHOUT DISTINCTION SHALL BE SO APPLICABLE. WITHOUT PREJUDICE TO THE GENERALITY OF THE PRIMARY TRUST DECLARED BY CLAUSE 5 HEREOF BUT SUBJECT AND WITHOUT PREJUDICE TO THE PROVISIONS OF CLAUSE 22 HEREOF THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR SELECTION OF PARTICULAR CHARITABLE PURPOSES TAKE INTO CONSIDERATION AND PAY SPECIAL REGARD TO THE FURTHERANCE OF THE FOLLOWING CHARITABLE OBJECTS OR PURPOSES (THAT IS TO SAY):- (A) THE ADVANCEMENT OF EDUCATION THROUGH THE SUPPORT TO THE MTET SCHOOLS (B) THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF SCHOLARSHIPS, BURSARIES, PRIZES OR OTHER AWARDS OR GRANTS TO PUPILS ATTENDING ANY OF THE MTET SCHOOLS WHO ARE IN NEED OF FINANCIAL ASSISTANCE (C) THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF SCHOLARSHIPS, PRIZES, MAINTENANCE ALLOWANCES OR GRANTS TO ANY FORMER PUPIL OF ANY OF THE MTET SCHOOLS TENABLE AT ANY UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND VOCATIONAL) EDUCATION. (D) THE FOUNDING OR PROVISION OF SCHOLARSHIPS FELLOWSHIPS LECTURESHIPS AND PRIZES IN CONNECTION WITH ANY SCHOOL UNIVERSITY OR OTHER EDUCATIONAL BODY THE REDUCTION OF SCHOOL OR UNIVERSITY FEES THE PROVISION OF FREE EDUCATION AND THE IMPROVEMENT OF SCHOOL OR UNIVERSITY AMENITIES. (E) THE ADVANCEMENT OF EDUCATION GENERALLY. (F) THE MAKING OF GIFTS OF MONEY OR OTHER PROPERTY IN THE FREE DISPOSITION OF THE TRUST TO OTHER BODIES HAVING OBJECTS SOLELY CHARITABLE (WHETHER OR NOT SUCH OBJECTS ARE SIMILAR TO ANY OF THE FOREGOING OBJECTS).
- Area Of Benefit
- NOT DEFINED.
10 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures