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The Merchant Venturers Charities Investment Pool

Registered · see notesRegistered charity number 1053459BristolOther charitable purposes
Income£401k2025-12-31
Spending£469ksame year
Spent / received108%5-year average
Size in its cause93rd pctOther charitable purposes
Registered1996Other
Employees–latest return

Analysis

The Merchant Venturers Charities Investment Pool is a registered charity in England and Wales, based in Bristol. It was registered in March 1996, 30 years ago. Its declared purposes cover other charitable purposes, which this site groups under other charitable purposes. It says it other charitable activities.

In the financial year ending December 2025, The Merchant Venturers Charities Investment Pool reported income of £401k and spending of £469k, spending 117% of what it took in. Across the 5 years on record, from December 2021 to December 2025, income fell from £423k to £401k (-5.2%), an average of -1.3% a year. The sharpest change came in the year to December 2024, when income dropped by 18%. Over the whole period it spent 108% of the income it received.

Among 1,463 England and Wales charities whose main cause is other charitable purposes and that reported income, The Merchant Venturers Charities Investment Pool sits at the 93rd percentile: it is larger than about 93% of them. Against every charity in England and Wales with reported income it ranks in the 88th percentile. Charities of a similar size with the same main cause include Pri Fund Army Foundation College, Harrogate (£392k), The Hosking Charitable Trust (£415k) and The Friends of Exeter Cathedral (£392k).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.

Income and spending

£0£130k£259k£389k£518k2021 Income: £423,4222021 Spending: £436,66620212022 Income: £473,6112022 Spending: £486,32320222023 Income: £506,0472023 Spending: £518,35520232024 Income: £415,0862024 Spending: £486,38820242025 Income: £401,4302025 Spending: £468,9402025
IncomeSpending

Where the income comes from

  • Other 100%

In the charity's own words

TO PROVIDE A COMMON INVESTMENT FUND WITHIN THE MEANING OF THE CHARITIES ACT 1960.

Similar-sized charities, same cause

CharityLocationIncome
Pri Fund Army Foundation College, HarrogateHarrogate£392k
The Hosking Charitable TrustLondon£415k
The Friends of Exeter CathedralExeter£392k
Mountsorrel United CharitiesLeicester£430k