The Merchant Taylors' Alumni Charitable Trust

Registered charity 515066 · accounts filings on the Charity Commission register · also known as THE MERCHANT TAYLORS' OLD BOYS ASSOCIATION CHARITABLE TRUST

The objects set out in the Declaration of Trust dated 27 April 1983, including the provision of scholarships to Merchant Taylors' School Crosby, the provision of plant, equipment, furniture to the said School, the improvement of the site of the said School and for associated and related purposes as therein defined.

Objects

The Trustees shall stand possessed of the Trust Fund upon trust to apply the capital and income thereof for any charitable purpose or charitable purposes connected with or relating to Merchant Taylors' School, Crosby or its present or past members PROVIDING ALWAYS that the general management and control of the Trust Fund for the purpose of carrying out the primary trust aforesaid shall be vested in the Committee and the Trustees shall deal with and dispose of the Trust Fund in accordance with the lawful directions of the Committee (and the Trustees and each of them shall be entitled to be indemnified out of the Trust Fund from and against all liabilities which they may respectively incur or sustain by reason of acting in good faith on any direction or purported direction of the Committee or any officer or agent thereof).

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves total £661,434, which is significantly above the stated policy target of three to six months' expenditure. The trustees confirm adequate resources for going concern and report no material uncertainties regarding the charity's financial health.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• DAVID STEPHEN EVANS · trustee of 1 other charity
• IAN ALAN DOUGLAS
• Ian Duckett
• Philip Marshall

Trustee list from the Charity Commission register (current, not historical).

Operates in: Sefton

Income and spending

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