Finance Score: -3

Governance Score: 1

Support Score: 5

Accounts overdue -5
Strong growth: +2
No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 3

BRISTOL INITIATIVE CHARITABLE TRUST 1996

The Trust raises and applies funds for the general benefit of the inhabitants of the Greater Bristol region and for providing them with facilities for their recreation and leisure.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

Established: 27 years

01275 370794

Charity Commission for England and Wales

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	Volun- teers
31/12/21	£138	£90	£48	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£55	£51	£4	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£59	£100	£-41	n/a	n/a	n/a	n/a	n/a	325
31/12/18	£44	£30	£14	£0	£0	£0	n/a	0	720
31/12/17	£57	£32	£25	£0	£0	£0	n/a	0	565
31/12/16	£53	£40	£12	£0	£0	£0	n/a	0	0
31/12/15	£113	£138	£-25	£0	£0	£0	n/a	0	0
31/12/14	£91	£53	£38	£0	£0	£0	n/a	0	0
31/12/13	£14	£14	£0	£0	£0	£0	n/a	0	0
31/12/12	£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/11	£11	£11	£0	£0	£0	£0	n/a	0	0
31/12/10	£5	£5	£0	£0	£0	£0	n/a	0	0
31/12/09	£19	£22	£-3	£0	£0	£0	n/a	0	0
31/12/08	£23	£21	£2	£0	£0	£0	n/a	0	0
31/12/07	£28	£26	£1	£0	£0	£0	n/a	0	0
31/12/06	£31	£31	£0	£0	£0	£0	n/a	0	0
31/12/05	£40	£40	£1	£0	£0	£0	n/a	0	0
31/12/04	£26	£28	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

How it operates

Provides other finance

Where it operates

Bristol City,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
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 Bristol Chaplaincy
£5,000	18/07/2023	To support the development and growth of the chaplaincy service in the Bristol Crown Courts, and to investigate the need for a similar service in the Magistrates Courts.
Quartet Community Foundation - Grant to Bristol Initiative Charitable Trust
£5,000	28/09/2021 6	To employ a Freelance Business & Development Manager to support talent pipeline whilst delivering existing products.
National Lottery Community Fund - Aspire - BAME Community Leadership Development Board Pilot
£48,984	10/03/2021 11	The organisation will use the funding for a one-year pilot of a ‘BAME Community Leadership Development Board’ to help improve racial diversity in the city’s VCSE sector.
Quartet Community Foundation - Learning Ships
£2,600	12/03/2019	Towards the cost of workshops engaging primary school children in Avonmouth with local maritime heritage and building model boats to race at Bristol Harbour Festival.
Co-Operative Group - Grant to The Bristol Initiative Charitable Trust (1996) - Project 91 Ways
£2,535	19/11/2018	We use food to build shared understanding between Bristol's 91 language communities. Funding will cover food expenses and a small booklet.
Quartet Community Foundation - Grant to Bristol Initiative Charitable Trust
£2,600	30/10/2018	Towards taking the BeOnBoard diversity programme
National Lottery Community Fund - 91 WAYS TO BUILD A GLOBAL CITY
£10,000	19/12/2016 12	This project will deliver a series of community activities focused on wellbeing and bringing the community together, supporting people living in an area experiencing the effects of social ....more This project will deliver a series of community activities focused on wellbeing and bringing the community together, supporting people living in an area experiencing the effects of social disadvantage. This will improve levels of mental and physical wellbeing for people attending the events.
National Lottery Community Fund - 91 Ways to Build a Global City
£10,000	01/07/2015 12	The group will use the funding to deliver a community event that encourages social cohesion that aims to reduce language barriers within the community. This will build capacity for community ....more The group will use the funding to deliver a community event that encourages social cohesion that aims to reduce language barriers within the community. This will build capacity for community engagement.
National Lottery Heritage Fund - Grant to Bristol Initiative Charitable Trust
£10,000	12/03/2014	Bath and Bristol's Heritage in the Lifting and Accessing Industry

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

JOHN CHRISTOPHER SAVAGE OBE Appointed: 2012, Other trusteeships: BRISTOL CATHEDRAL, BRISTOL CHAPLAINCY,

JUNE BIANCHI Appointed: 2012

LISA GARDNER Appointed: 2021, Other trusteeship: THE FOUNDATION OF SAINT MATTHIAS,

PHILIP SMITH

Legal constitution

Charity registered in England & Wales on 26/11/1996, number: 1059430

Gift Aid

Registered with HMRC for Gift Aid

Event History

03/06/2015 - Asset transfer in from CHURCHES TOGETHER IN GREATER BRISTOL
17/06/2015 - Asset transfer in from ISR - CHURCHES FOR WORK AND SOCIAL JUSTICE

Policies in force

Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; all on time

Main office

c/o Business West Ltd
Leigh Court Business Centre
Pill Road
Abbots Leigh
BRISTOL
BS8 3RA

Objectives

GENERAL CHARITABLE PURPOSES (SEE GI FOR FULL DETAILS)

Defined Area of Benefit:

BRISTOL REGIONS

Data Sources