Finance Score: 0
Governance Score: 2
Support Score: 9
  • No PartB
  • Only 4 Trustees: -1
  • Good trustee age range: +3
  • Grant maker support: +9
Overall GiG Score: 11 ?

SOUTH BRISTOL ADVICE SERVICES 

South Bristol Advice Services offer free, independent, accessible advice and advocacy service for the South Bristol community.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • 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
Established: 26 years

www.southbristoladvice.org.uk

admin@southbristoladvice.org.uk

01179038415

Charity Commission for England and WalesCompanies House
UN SDGs
?

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
31/03/23*£314£267£47n/an/an/an/an/a2
31/03/22£259£258£2n/an/an/an/an/a3
31/03/21£284£266£19n/an/an/an/an/a3
31/03/20£260£266£-6n/an/an/an/an/a3
31/03/19£271£275£-4n/an/an/an/an/a3
31/03/18£303£278£25£0£0£0n/a00
31/03/17£267£279£-12£0£0£0n/a00
31/03/16£283£279£4£0£0£0n/a00
31/03/15£267£262£5£0£0£0n/a00
31/03/14£258£232£26£0£0£0n/a00
31/03/13£261£259£2£0£0£0n/a00
31/03/12£239£268£-29£0£0£0n/a00
31/03/11£286£268£19£0£0£0n/a00
31/03/10£284£282£2£0£0£0n/a00
31/03/09£273£265£7£0£0£0n/a00
31/03/08£276£276£-1£0£0£0n/a00
31/03/07*£226£231£-6£0£0£0n/a00
31/03/06*£188£183£6£0£0£0n/a00
31/03/05*£139£126£13£0£0£0n/a00
31/03/04*£139£149£-10£0£0£0n/a00

Highest pay bracket: less than £60,000
Listed activities
  • Disability
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Bristol City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 2 volunteers

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.

Major supporters in last 5 years
National Lottery Community Fund£321,700
Quartet Community Foundation£119,706
DCMS£35,000
The Clothworkers Foundation£9,300
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to South Bristol Advice Services
£10,725 26/05/2023
As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to South Bristol Advice Services
£19,773 10/01/2023
As advised by donor towards debt advice work.
Quartet Community Foundation - Grant to South Bristol Advice Services
£7,500 15/06/2022
Towards advice services to meet increased demand during the cost of living crisis
Quartet Community Foundation - Grant to South Bristol Advice Services
£4,680 08/06/2022
As advised by donor towards debt advice work.
Quartet Community Foundation - Grant to South Bristol Advice Services
£2,500 19/11/2021
3
Towards a pilot project in a school based on Financial Capability to help families lessen the impact of the loss of Universal Credit and the increase in utility bills.
National Lottery Community Fund - South Bristol Advice Services Welfare Benefits Advice Provision.
£312,500 18/11/2021
The organisation will use their funding to continue their support service that includes welfare benefits and debt advice settlement advice for EU citizens and discretionary housing payments. This is ....more
Quartet Community Foundation - Grant to South Bristol Advice Services
£8,000 21/07/2021
6
Increased staff capacity and an external consultant/evaluation so the organisation can explore and develop new working practices.
Quartet Community Foundation - Over 55s Disability Benefit Project
£5,000 20/07/2021
12
Toward the cost of a full time worker for the over 55s Disability Benefit Project.
Quartet Community Foundation - Grant to South Bristol Advice Services
£3,066 16/06/2021
As advised by donor towards debt advice work.
Quartet Community Foundation - Applications ,Mandatory Reconsiderations and Appeals (extra hours)
£6,128 12/01/2021
2
Helping vulnerable clients with Applications ,Mandatory Reconsiderations and Appeals for welfare benefits, which requires additional capacity due to Covid.
DCMS - Coronavirus Community Support Fund
£35,000 08/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Quartet Community Foundation - Grant to South Bristol Advice Services
£4,500 18/06/2020
As advised by donor
Quartet Community Foundation - Grant to South Bristol Advice Services
£3,743 18/05/2020
For core costs to keep the group's services running in a safe manner in line with the restrictions and to be able to continue to help run the Carpenters Food Bank.
National Lottery Community Fund - Form Filling Additional Day
£9,200 23/03/2020
11
The funding will enable the project to expand its form filling services and reach more people. The project assists and supports vulnerable people in making claims and accessing benefits, and services.
Quartet Community Foundation - Grant to South Bristol Advice Services
£191 15/11/2019
Bristol Giving Day
Quartet Community Foundation - Additional Support Needs Mental Heath Project
£43,900 13/06/2019
The third year payment of a three year award from the Henry Smith Charity towards an Additional Support Needs Mental Health project for vulnerable people in South Bristol.
The Clothworkers Foundation - Grant to South Bristol Advice Services
£9,300 12/06/2019
refurbishment and purchase of computers for an office space for a charity which works with people with disabilities in Bristol
Quartet Community Foundation - The Over 55s Disability and Home Visiting Project
£5,000 18/04/2019
11
For a benefits adviser to older people in South Bristol
Masonic Trust - MCF Small Grant
£4,500 22/10/2018
Unrestricted core funding for small charities
Quartet Community Foundation - Additional Support Needs Mental Heath Project
£40,400 20/06/2018
The second year payment of a three year award from the Henry Smith Charity towards an Additional Support Needs Mental Health project for vulnerable people in South Bristol.
Quartet Community Foundation - Form Filing and Supervised Self Help Day
£5,000 13/04/2018
12
Towards the salary costs of a Welfare Benefits Adviser.
National Lottery Community Fund - Up Grading and Modernisation of IT Systems
£6,585 25/10/2017
12
The funding will be used by an Advice Service to improve its IT facilities so that it can better provide advice and information services for the local community. The project aims to support people ....more
Quartet Community Foundation - Additional Support Needs Mental Heath Project
£40,400 14/06/2017
The first year payment of a three year award from the Henry Smith Charity towards an Additional Support Needs Mental Health project for vulnerable people in South Bristol.
Henry Smith Charity - Grant to South Bristol Advice Services
£124,700 08/06/2017
36
towards three years' continuation funding of the 'Additional Support Needs Mental Health Project' in Bristol for vulnerable people experiencing mental illness
Quartet Community Foundation - Grant to South Bristol Advice Services
£33,000 16/08/2016
Third year payment from a three year grant towards a service that supports people with mental health problems, who have particular difficulties accessing welfare and benefits.
Henry Smith Charity - Grant to South Bristol Advice Service
£99,000 12/06/2014
36
towards three years' running costs of a project providing welfare and benefit advice to people with mental health difficulties in Bristol
Dunhill Medical Trust - Older Persons Disability Home Visiting Project
£51,000 12/06/2014
To provide a home visiting service for older people who cannot through our usual methods of engagement access advice and support
Lloyds Bank Foundation - Grant to South Bristol Advice Services
£15,000 31/07/2012
the salary costs of the Older Persons and Disability Home Visiting Project
Nationwide Foundation - Grant to South Bristol Advice Services
£5,000 24/01/2011
Running costs of the Older Persons Mental health & Disability Home Visiting project, which provides older people with information about financial entitlements
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed

Age Range of Trustees: 40-69
  • ANN-MARIE ROGERS Appointed: 2023, Occupation: Communications & Marketing Officer
  • MICHAEL MANLEY (Chair) Appointed: 2009, Occupation: Operations Manager
Legal constitution
  • Charitable company registered in England & Wales on 28/11/1997, number: 1066392
  • Registered at Companies House on 21/11/1997, number: 03469233
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR23: 22 days late, AR07: 21 days late, AR06: 8 days late, AR05: 1 days late, AR04: 1 days late,
Main office

WITHYWOOD CENTRE
QUEENS ROAD
BISHOPSWORTH
BRISTOL
BS13 8QA

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF PERSONS LIVING IN SOUTH BRISTOL (DEFINED AS SOUTH OF THE ORIGINAL COURSE OF THE RIVER AVON) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

SOUTH BRISTOL

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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