CCEW Charity Commission profile

MERCERS' SCHOOL MEMORIAL TRUST (INCORPORATING THE MERRETT BEQUEST)

Registered charity 1091658 · organisation 3990558

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
17 April 2002
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£72,350
Latest expenditure
£15,401
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 6 Frederick's Place, LONDON, EC2R 8AB

Website recorded by the regulator: www.mercers.co.uk (displayed as text)

02 Activities

What the charity does

In furtherance of any charitable purpose (including but not limited to the advancement of education and the relief of need),

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
4 December 2025
Date Accounts Received
4 December 2025
Total Gross Income
£72,350
Total Gross Expenditure
£15,401
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
16 December 2024
Total Gross Income
£17,917
Total Gross Expenditure
£12,315
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
18 January 2024
Total Gross Income
£19,193
Total Gross Expenditure
£17,247
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
5 December 2022
Total Gross Income
£19,700
Total Gross Expenditure
£16,736
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
29 November 2021
Total Gross Income
£13,280
Total Gross Expenditure
£11,038

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
4 December 2025
Total Gross Income
£72,350
Total Gross Expenditure
£15,401
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
84
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
16 December 2024
Total Gross Income
£17,917
Total Gross Expenditure
£12,315
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
84
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
18 January 2024
Total Gross Income
£19,193
Total Gross Expenditure
£17,247
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
84
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
5 December 2022
Total Gross Income
£19,700
Total Gross Expenditure
£16,736
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
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
84
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
29 November 2021
Total Gross Income
£13,280
Total Gross Expenditure
£11,038
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
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
38

05 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout London
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies

07 Official extract

Charity Event History

Charity Name
MERCERS' SCHOOL MEMORIAL TRUST (INCORPORATING THE MERRETT BEQUEST)
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2021-08-16T00:00:00
Assoc Organisation Number
289537
Assoc Registered Charity Number
289537
Assoc Charity Name
MSM TRUST
Charity Name
MERCERS' SCHOOL MEMORIAL TRUST (INCORPORATING THE MERRETT BEQUEST)
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2002-04-17T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
SCHEME OF THE CHARITY COMMISSIONERS DATED 7TH MARCH 1997AS AMENDED BY RESOLUTION DATED 15 JUN 2017AS AMENDED BY SCHEME DATED 31 OCT 2018
Charitable Objects
(1) THE COMPANY SHALL APPLY THE CLEAR YEARLY INCOME AND AT ITS DISCRETION THE WHOLE OR PART OF THE PROPERTY OF THE CHARITY IN FURTHERANCE OF ANY CHARITABLE PURPOSES (INCLUDING BUT NOT LIMITED TO THE ADVANCEMENT OF EDUCATION AND THE RELIEF OF NEED) AS THE WARDENS OF THE COMPANY (THE WARDENS) IN THEIR ABSOLUTE DISCRETION THINK FIT, PROVIDED THAT THE NAMES OF THE FORMER MERCERS' SCHOOL AND OF THE CHARITY ARE ASSOCIATED WITH ANY SUCH GRANT. (2) IN EXERCISING THEIR DISCRETION AS AFORESAID THE WARDENS SHALL HAVE REGARD TO ANY REPRESENTATIONS MADE TO THEM BY OR ON BEHALF OF THE EXECUTIVE COMMITTEE OF THE CLUB FOR AS LONG AS THE CLUB REMAINS IN EXISTENCE
Area Of Benefit
CITY OF LONDON

09 Official extract

Charity Other Names

Charity Name Id
399012
Charity Name Type
Previous name
Charity Name
THE MERRETT BEQUEST

10 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Conflicting interests
Policy Name
Serious incident reporting policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Complaints handling
Policy Name
Risk management