CCEW Charity Commission profile

MONTPELIER FOUNDATION LIMITED

Registered charity 1139851 · organisation 5014941

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
14 January 2011
Removed
Not supplied
Company number supplied
07462731
Financial period
1 January 2025 – 31 December 2025
Latest income
£85,628
Latest expenditure
£1,932,601
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Office 5, 9th Floor, 1 Knightsbridge Green, London

Website recorded by the regulator: montpelierfoundation.org.uk (displayed as text)

02 Activities

What the charity does

Operations of the Foundation were scaled up in year ending 31 Dec.13. Two full-time employees joined the team.The Board approved 9 new & follow-on grants & 4 PRIs. Thorough monitoring of projects was conducted. PRIs were approved for companies in Latin America, Africa & UK, in education and youth development. A small amount of interest was received for one of the PRIs in year ending 31 Dec. 13.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
12 October 2026
Date Accounts Received
12 October 2026
Total Gross Income
£85,628
Total Gross Expenditure
£1,932,601
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
13 October 2025
Date Accounts Received
13 October 2025
Total Gross Income
£123,176
Total Gross Expenditure
£1,902,728
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
31 October 2024
Date Accounts Received
31 October 2024
Total Gross Income
£1,390,335
Total Gross Expenditure
£1,998,979
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
3 August 2023
Date Accounts Received
3 August 2023
Total Gross Income
£88,094
Total Gross Expenditure
£1,865,986
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
10 October 2022
Date Accounts Received
10 October 2022
Total Gross Income
£121,595
Total Gross Expenditure
£1,804,121

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
12 October 2026
Total Gross Income
£85,628
Total Gross Expenditure
£1,932,601
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 80001 90000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
13 October 2025
Total Gross Income
£123,176
Total Gross Expenditure
£1,902,728
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
31 October 2024
Total Gross Income
£1,390,335
Total Gross Expenditure
£1,998,979
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
2
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
3 August 2023
Total Gross Income
£88,094
Total Gross Expenditure
£1,865,986
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
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
10 October 2022
Total Gross Income
£121,595
Total Gross Expenditure
£1,804,121
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
Yes
Count Salary Band 80001 90000
1
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 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
31 October 2024
Income Donations And Legacies
1253329
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
137006
Income Other
0
Income Total Income And Endowments
1390335
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£15,997
Expenditure Charitable Expenditure
£1,982,982
Expenditure Other
0
Expenditure Total
1998979
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
18319
Expenditure Support Costs
55907
Expenditure Depreciation
2530
Gain Loss Investment
730011
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-16457
Gain Loss Other
0
Reserves
£6,026,109
Assets Total Fixed
3506171
Assets Own Use
69104
Assets Long Term Investment
3437067
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,550,699
Assets Total Liabilities
£30,760
Assets Current Investment
15807
Assets Total Assets And Liabilities
£6,026,110
Creditors One Year Total Current
30760
Creditors Falling Due After One Year
0
Assets Cash
£2,534,892
Funds Endowment
0
Funds Unrestricted
6026110
Funds Restricted
0
Funds Total
6026110
Count Employees
4
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
City Of London
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
MONTPELIER FOUNDATION LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2011-01-14T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 7 DECEMBER 2010
Charitable Objects
THE OBJECTS OF THE CHARITY ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.
Area Of Benefit
WORLDWIDE

10 Official extract

Charity Other Names

Charity Name Id
437965
Charity Name Type
Working name
Charity Name
MONTPELIER FOUNDATION

11 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Conflicting interests
Policy Name
Serious incident reporting policy and procedures
Policy Name
Risk management
Policy Name
Internal charity financial controls policy and procedures