Finance Score: -6

Governance Score: -1

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -7

CLIFTON COLLEGE DEVELOPMENT TRUST

The charity aims to raise funds for scholarships, bursaries and future major projects undertaken by The Clifton College that would not be funded out of day to day revenues of the College.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/22	£107	£98	£9	n/a	n/a	n/a	n/a	n/a
31/08/21	£80	£127	£-47	n/a	n/a	n/a	n/a	n/a
31/08/20	£227	£356	£-129	n/a	n/a	n/a	n/a	n/a
31/08/19?	£183	£297	£-114	n/a	n/a	n/a	n/a	n/a
31/07/18	£254	£287	£-33	£0	£0	£0	n/a	0
31/07/17	£272	£223	£49	£0	£0	£0	n/a	0
31/07/16	£281	£76	£205	£0	£0	£0	n/a	0
31/07/15	£113	£205	£-92	£0	£0	£0	n/a	0
31/07/14	£302	£0	£302	£0	£0	£0	n/a	0
31/07/13	£18	£131	£-112	£0	£0	£0	n/a	0
31/07/12	£241	£125	£116	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

www.cliftoncollege.com

development@cliftoncollege.com

01173157000

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Colleges and universities

How it operates

Makes Grants to Organisations

Where it operates

Bristol City,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-72

MILAN MORJARIA Appointed: 2018, Occupation: Company Director

SIMON BREWER (Chair) Appointed: 2010, Occupation: Ceo Vantage Investment Advisory Ltd

DR ADRIENNE RIVLIN Appointed: 2018, Occupation: Company Director

GILES PALMER Appointed: 2015, Occupation: Company Director

GRAEME MCEVOY Appointed: 2015, Occupation: Company Director

JONATHAN GLASSBERG Appointed: 2010, Occupation: Broker, Other trusteeships: CLIFTON COLLEGE, POLACKS HOUSE EDUCATIONAL TRUST,

NICHOLAS TOLCHARD, Other trusteeship: CLIFTON COLLEGE,

THOMAS ELLIOTT Appointed: 2016, Occupation: Director

ALAN MORGAN Appointed: 2010, Occupation: Investor, Other trusteeships: CITY OF LONDON SINFONIA LIMITED, THE ALAN AND JANET MORGAN CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 01/02/2011, number: 1140132
Registered at Companies House on 16/11/2010, number: 07441431

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

11 returns made; all on time

Main office

32 COLLEGE ROAD
CLIFTON
BRISTOL
BS8 3JH

Objectives

TO ADVANCE FOR THE BENEFIT OF THE PUBLIC THE EDUCATION OF PUPILS AT CLIFTON COLLEGE, BRISTOL AND SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES WHICH ARE (IN THE OPINION OF THE TRUSTEES) CONNECTED OR ASSOCIATED WITH THE COLLEGE.

Defined Area of Benefit:

BRISTOL

Data Sources