Finance Score: 0

Governance Score: 5

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 5

CLIFTON DOWN CHARITABLE TRUST LIMITED

To acquire & hold freehold or leasehold land to be provided in the interests of social welfare for public recreation/open space for the use of members of the public generally with a preference for the inhabitants of the City of Bristol & Clifton Down & part of Avon Gorge for protection/preservation of its ecological features.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
31/12/22	£19	£50	£-31	n/a	n/a	n/a	n/a	n/a
31/12/21	£18	£16	£2	n/a	n/a	n/a	n/a	n/a
31/12/20	£18	£17	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	£18	£22	£-5	n/a	n/a	n/a	n/a	n/a
31/12/18	£17	£13	£4	£0	£0	£0	n/a	0
31/12/17	£12	£14	£-2	£0	£0	£0	n/a	0
31/12/16	£18	£14	£4	£0	£0	£0	n/a	0
31/12/15	£15	£16	£-1	£0	£0	£0	n/a	0
31/12/14	£14	£15	£-1	£0	£0	£0	n/a	0
31/12/13	£32	£23	£9	£0	£0	£0	n/a	0
31/12/12	£18	£22	£-4	£0	£0	£0	n/a	0
31/12/11	£29	£40	£-10	£0	£0	£0	n/a	0
31/12/10	£12	£17	£-6	£0	£0	£0	n/a	0
31/12/09	£18	£19	£-1	£0	£0	£0	n/a	0
31/12/08	£3	£12	£-9	£0	£0	£0	n/a	0
31/12/07	£24	£6	£18	£0	£0	£0	n/a	0
31/12/06	£28	£28	£0	£0	£0	£0	n/a	0
31/12/05	£24	£19	£5	£0	£0	£0	n/a	0
31/12/04	£15	£13	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 32 years

01179738058

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Bristol City,

Who it helps

The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Clifton Down Charitable Trust
£500	17/10/2022	As requested by the donor towards repairs on Stoke Road Loos to be managed by The Clifton Down Charitable Trust.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 48-70

DR BEVIS WATTS Appointed: 2022, Occupation: Director

DAVID MAXWELL FREED Appointed: 2021, Occupation: Director

DAVID MICHAEL POWELL Appointed: 2023, Occupation: Director

FIONA FRANCOMBE Appointed: 2023, Occupation: Director

HENRY LOUIS MICHAEL BOTHAMLEY Appointed: 2021, Occupation: Director

MARK ASHLEY BURCHFIELD Appointed: 2021, Occupation: Director

ROBERT HENRY GLANVILLE BOURNS Appointed: 2022, Occupation: Director

CAROLINE JANE DUCKWORTH Appointed: 2015, Occupation: Treasurer, Other trusteeships: Montpelier High School Bursary Fund, The Collegiate School Bristol,

Legal constitution

Charitable company registered in England & Wales on 27/08/1992, number: 1013795
Registered at Companies House on 17/07/1992, number: 02732245

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; all on time

Main office

THE SOCIETY OF MERCHANT VENTURERS
MERCHANTS HALL
THE PROMENADE
CLIFTON DOWN
BRISTOL
BS8 3NH

Objectives

TO ACQUIRE AND HOLD FREEHOLD OR LEASEHOLD LAND TO BE PROVIDED IN THE INTERESTS OF SOCIAL WELFARE FOR PUBLIC RECREATION OR AS A PUBLIC OPEN SPACE FOR THE USE OF MEMBERS OF THE PUBLIC GENERALLY WITH A PREFERENCE FOR THE INHABITANTS OF THE CITY OF BRISTOL AND ITS NEIGHBOURHOOD. TO ACQUIRE AND HOLD FREEHOLD LAND IN PARTICULAR THE AREA KNOWN AS CLIFTON DOWN AND PART OF AVON GORGE BRISTOL FOR THE PROTECTION AND PRESERVATION OF ITS NATURAL AND ECOLGICAL FEATURES INCLUDING THE PRESERVATION AND PROTECTION OF PLANT LIFE AND FAUNA FOR THE BENEFIT OF MEMBERS OF THE PUBLIC GENERALLY WITH A PREFERENCE FOR THE INHABITANTS OF THE CITY OF BRISTOL AND ITS NEIGHBOURHOOD.

Defined Area of Benefit:

NOT DEFINED

Data Sources