BRISTOL AVON RIVERS TRUST

Charity Number: 1154348
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

BART aims to protect and improve the health of rivers and streams and their bankside environment within the Bristol Avon catchment area. BART achieves this by using the knowledge of its volunteers and by forming partnerships with other interested parties such as Wildlife Trusts, and by engaging with land owners, community groups and river users such as anglers and walkers.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£634,915

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Donations and legacies £92.61k
Charitable activities £487.34k
Other trading activities £51.28k
Investments £3.69k
Other £0

Total expenditure:
£572,303

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Raising funds £0
Charitable activities £572.30k
Other £0

£0 investments gains (losses)

Total income includes £183,245 from 23 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £572.30k
Retained for future use £62.61k

People

11 Employee(s)

7 Trustee(s)

1073 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Other Finance
  • Provides Human Resources
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bristol City
  • Somerset
  • South Gloucestershire
  • Wiltshire

Governance

Registration history:
  • 28 October 2013: Standard registration
Organisation type:
Charitable company
Other names:
  • BART (Working name)
Company number:
07986475 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Katherine Thackray Trustee 28 April 2025
None on record
Keith Adams Trustee 28 October 2024
None on record
Thomas Rodding Kjeldsen Trustee 22 January 2024
None on record
David William Atkin Trustee 08 November 2021
None on record
Dr Julian Bradley Greaves Trustee 27 July 2020
None on record
Peter Chapple Coleman-Smith Trustee 14 August 2019
None on record
Professor Richard Arthur Skeffington Trustee 12 August 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £198.50k £254.75k £391.26k £445.14k £634.92k
Total expenditure £204.47k £220.91k £319.25k £371.63k £572.30k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £77.33k £119.66k £124.92k £182.41k £183.25k
Income - Donations and legacies N/A N/A N/A N/A £92.61k
Income - Other trading activities N/A N/A N/A N/A £51.28k
Income - Charitable activities N/A N/A N/A N/A £487.34k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £3.69k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £572.30k
Expenditure - Raising funds N/A N/A N/A N/A £0
Expenditure - Governance N/A N/A N/A N/A £13.55k
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A N/A N/A N/A £2.86k
Long-term investments N/A N/A N/A N/A £1
Other assets N/A N/A N/A N/A £727.67k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £391.88k

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 March 2024 20 November 2024 On Time
Accounts and TAR 31 March 2024 20 November 2024 On Time Download Open in new window
Annual return 31 March 2023 06 November 2023 On Time
Accounts and TAR 31 March 2023 06 November 2023 On Time Download Open in new window
Annual return 31 March 2022 13 September 2022 On Time
Accounts and TAR 31 March 2022 13 September 2022 On Time Download Open in new window
Annual return 31 March 2021 04 September 2021 On Time
Accounts and TAR 31 March 2021 04 September 2021 On Time Download Open in new window
Annual return 31 March 2020 06 August 2020 On Time
Accounts and TAR 31 March 2020 06 August 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.

MEMORANDUM AND ARTICLES INCORPORATED 12/03/2012

Charitable objects

TO CONSERVE,PROTECT,REHABILITATE AND IMPROVE THE RIVERS,STREAMS,WATERCOURSES AND WATER IMPOUNDMENTS OF THE CATCHMENTS COMPRISING THE RIVERS OF THE BRISTOL AVON,SOMERSET AND SOUTH GLOUCESTERSHIRE STREAMS,INCLUDING ADJACENT ESTUARINE AREAS,FOR THE ADVANCEMENT OF OBJECTS.(1)ENVIRONMENTAL PROTECTION OR IMPROVEMENT FOR THE BENEFIT OF THE PUBLIC.(2)TO ADVANCE THE EDUCATION OF THE PUBLIC OR ANY ASSOCIATION,INSTITUTION,VOLUNTARY ORGANISATION,COMPANY,LOCAL AUTHORITY,ADMINISTRATIVE OR GOVERNMENTAL AGENCY OR PUBLIC BODY OR REPRESENTATIVE BODY IN-(A)THE UNDERSTANDING OF RIVERS,RIVER CORRIDORS AND RIVER CATCHMENTS,INCLUDING THEIR FAUNA,FLORA,BIODIVERSITY,ECONOMIC OR SOCIAL ACTIVITY, AND RIVER CATCHMENT MANAGEMENT.(B)THE NEED FOR,AND BENEFITS OF,CONSERVATION,PROTECTION,REHABILITATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.

Contact information

Address:
The Oakley
Kidderminster Road
Droitwich
Worcestershire
WR9 9AY
Phone:
07377790087
Email:
simon@bristolavonriverstrust.org
Website:

www.bristolavonriverstrust.org Open in new window