THE BRISTOL BENEVOLENT INSTITUTION
To provide support to those less fortunate than many in the Bristol area by provision of grants and interest free loans, as well as contact and advice through regular visitation.
Objects
TO AFFORD RELIEF, EITHER FINANCIAL AND/OR PASTORAL, TO RESPECTABLE PERSONS OF EITHER SEX WHO HAVE BY FORCE OR CIRCUMSTANCES BEEN REDUCED TO COMPARATIVE POVERTY, AND HAVE BECOME BY REASON OF INFIRMITY OR AGE INCAPABLE OF PROVIDING FOR THEMSELVES. THE RELIEF GRANTED BY THE CHARITY SHALL BE GRANTED TO SUCH APPLICANTS AS MAY BE SELECTED IN ANY MANNER AUTHORISED BY THE TRUSTEES OF THE INSTITUTION.
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves stood at £936,910, which the trustees consider adequate to cover charitable and governance expenditure as well as loan advances. The charity holds total net assets of £15,401,630, comprising significant permanent and expendable endowment funds alongside unrestricted reserves. The trustees have confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“holding cash reserves the equivalent of no less than 4 months planned monthly drawdown from investments.” — page 8
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
Structured financials (annual return, FY ending 31/12/2025)
Trustees
- BRISTOL BENEVOLENT INSTITUTION CORPORATE TRUSTEE LIMITED
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £511k | £629k |
| 31/12/2024 | £394k | £853k |
| 31/12/2023 | £437k | £743k |
| 31/12/2022 | £542k | £689k |
| 31/12/2021 | £637k | £620k |
Common questions
Is THE BRISTOL BENEVOLENT INSTITUTION financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £936,910, which the trustees consider adequate to cover charitable and governance expenditure as well as loan advances. The charity holds total net assets of £15,401,630, comprising significant permanent and expendable endowment funds alongside unrestricted reserves. The trustees have confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were audited by SUMER AUDITCO LIMITED.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE STEVEN BLOCH IMAGE OF DISABILITY CHARITABLE TRUST | 1 | £181k |
| FEEDING BRISTOL | 1 | £55k |
| THE NISBET TRUST | 1 | £45k |
| THE JOHN R. MURRAY CHARITABLE TRUST | 1 | £43k |
| THOMAS POCKLINGTON TRUST | 1 | £32k |
| THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST | 1 | £27k |
| JOHN JAMES BRISTOL FOUNDATION | 1 | £25k |
| THE NANI HUYU CHARITABLE TRUST | 1 | £25k |
Charities like this
- HELP BRISTOL'S HOMELESS CHARITY
- BRISTOL CHARITIES
- LLOYD'S BENEVOLENT FUND
- BILL BROWN'S CHARITABLE SETTLEMENT OF 1989
- BARON DAVENPORT'S CHARITY CIO
- THE NATIONAL BENEVOLENT CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BRISTOL BENEVOLENT INSTITUTION | £511k | — | 0 | unclear | — | no doubt |
| HELP BRISTOL'S HOMELESS CHARITY | £551k | — | 0 | unclear | — | no doubt |
| BRISTOL CHARITIES | £2.9m | — | — | unclear | — | no doubt |
| LLOYD'S BENEVOLENT FUND | £425k | — | 0 | unclear | — | no doubt |
| BILL BROWN'S CHARITABLE SETTLEMENT OF 1989 | £623k | — | 0 | above | — | no doubt |
| BARON DAVENPORT'S CHARITY CIO | £192k | — | 0 | above | — | no doubt |