THE BRISTOL BENEVOLENT INSTITUTION

Charity number: 204592
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide support to those less fortunate than many in the Bristol area by provision of grants and interest free loans, as well as contact and advice through regular visitation.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £436,609
Total expenditure: £743,046

People

1 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • North Somerset
  • South Gloucestershire

Governance

Registration history:
  • 31 July 1992: Standard registration
  • 22 October 2007: Removed (Ceased to exist)
Organisation type:
Other
Other names:
  • BBI (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
BRISTOL BENEVOLENT INSTITUTION CORPORATE TRUSTEE LIMITED Trustee 11 June 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £608.85k £463.71k £636.87k £542.39k £436.61k
Total expenditure £770.24k £613.54k £619.54k £688.90k £743.05k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £16.92k N/A £175 £0 N/A
Income - Other trading activities £0 N/A £0 £0 N/A
Income - Charitable activities £0 N/A £0 £0 N/A
Income - Endowments £0 N/A £0 £0 N/A
Income - Investment £591.92k N/A £636.69k £542.39k N/A
Income - Other £0 N/A £0 £0 N/A
Income - Legacies £0 N/A £175 £0 N/A
Expenditure - Charitable activities £726.72k N/A £551.51k £591.44k N/A
Expenditure - Raising funds £43.52k N/A £68.03k £97.46k N/A
Expenditure - Governance £15.67k N/A £21.05k £16.61k N/A
Expenditure - Grants institution £12.00k N/A £8.02k £10.00k N/A
Expenditure - Investment management £43.52k N/A £68.03k £97.46k N/A
Expenditure - Other £0 N/A £0 £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 04 October 2024 On Time
Accounts and TAR 31 December 2023 04 October 2024 On Time Download Open in new window
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 27 October 2023 On Time Download Open in new window
Annual return 31 December 2021 13 October 2022 On Time
Accounts and TAR 31 December 2021 13 October 2022 On Time Download Open in new window
Annual return 31 December 2020 13 May 2021 On Time
Accounts and TAR 31 December 2020 13 May 2021 On Time Download Open in new window
Annual return 31 December 2019 14 October 2020 On Time
Accounts and TAR 31 December 2019 14 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION AND RULES AS AMENDED BY RESOLUTIONS DATED JULY 1982 AND NOVEMBER 1983 AS AMENDED BY SCHEME SEALED 31 JULY 1997 AND AS AMENDED BY RESOLUTION DATED 15 JUNE 2011. AS AMENDED BY RESOLUTION DATED 26 MAR 2021 AS AMENDED BY SCHEME DATED 11 JUN 2021

Charitable objects

TO AFFORD RELIEF, EITHER FINANCIAL AND/OR PASTORAL, TO RESPECTABLE PERSONS OF EITHER SEX WHO HAVE BY FORCE OR CIRCUMSTANCES BEEN REDUCED TO COMPARATIVE POVERTY, AND HAVE BECOME BY REASON OF INFIRMITY OR AGE INCAPABLE OF PROVIDING FOR THEMSELVES. THE RELIEF GRANTED BY THE CHARITY SHALL BE GRANTED TO SUCH APPLICANTS AS MAY BE SELECTED IN ANY MANNER AUTHORISED BY THE TRUSTEES OF THE INSTITUTION.

Area of benefit

The area the charity can operate in, as set out in its governing document.

BRISTOL

Linked charities

Linked charities
Linked charity 204592-24 A F NEWCOMBE ANNUITY FUND
Governing document
WILL 1946 (SEE REPORT AND ACCOUNTS 1983)
Charitable objects
PROVISION OF ONE OR MORE ANNUITIES FOR PERSONS DULY QUALIFIED IN ACCORDANCE WITH THE RULES OF THE BRISTOL BENEVOLENT INSTITUTION, PREFERENCE BEING GIVEN TO BRISTOL ARTISTS.
Area of benefit
BRISTOL
Registration history
  • 31 July 1992 : Standard registration
  • 22 October 2007 : Removed

Contact information

Address:
1 Eastfield Road
Westbury-On-Trym
BRISTOL
BS9 4AD
Phone:
0117 974 2569
Email:
secretarybbi@gmail.com
Website:

bristolbenevolent.org