BritDB

CCEW Charity Commission profile

JOHN JAMES BRISTOL FOUNDATION

Registered charity 288417 · organisation 288417

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
10 February 1984
Removed
Not supplied
Financial period
1 October 2024 – 30 September 2025
Latest income
£1,384,343
Latest expenditure
£2,938,953
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: John James Bristol Foundation, 7 Clyde Road, Redland, BRISTOL, BS6 6RG

Website recorded by the regulator: www.johnjames.org.uk (displayed as text)

02 Activities

What the charity does

The Foundation grants money, under the terms of the trust deed, as diversely as it can to benefit as many residents of the City of Bristol as possible. The primary, although not exclusive, focus areas for grants are education, health, and the elderly.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 July 2026
Date Annual Return Received
15 May 2026
Date Accounts Received
15 May 2026
Total Gross Income
£1,384,343
Total Gross Expenditure
£2,938,953
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 July 2025
Date Annual Return Received
19 February 2025
Date Accounts Received
19 February 2025
Total Gross Income
£1,321,467
Total Gross Expenditure
£2,485,008
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 July 2024
Date Annual Return Received
27 February 2024
Date Accounts Received
27 February 2024
Total Gross Income
£1,090,274
Total Gross Expenditure
£2,881,645
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 July 2023
Date Annual Return Received
1 March 2023
Date Accounts Received
1 March 2023
Total Gross Income
£1,354,650
Total Gross Expenditure
£3,311,715
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 July 2022
Date Annual Return Received
16 February 2022
Date Accounts Received
16 February 2022
Total Gross Income
£2,188,468
Total Gross Expenditure
£2,836,454

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
15 May 2026
Total Gross Income
£1,384,343
Total Gross Expenditure
£2,938,953
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
19 February 2025
Total Gross Income
£1,321,467
Total Gross Expenditure
£2,485,008
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
27 February 2024
Total Gross Income
£1,090,274
Total Gross Expenditure
£2,881,645
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
1 March 2023
Total Gross Income
£1,354,650
Total Gross Expenditure
£3,311,715
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
16 February 2022
Total Gross Income
£2,188,468
Total Gross Expenditure
£2,836,454
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
15 May 2026
Income Donations And Legacies
253996
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1130347
Income Other
0
Income Total Income And Endowments
1384343
Income Legacies
253996
Income Endowments
0
Expenditure Raising Funds
£364,913
Expenditure Charitable Expenditure
£2,574,040
Expenditure Other
0
Expenditure Total
2938953
Expenditure Investment Management
364913
Expenditure Grants Institution
2399631
Expenditure Governance
28580
Expenditure Support Costs
174409
Expenditure Depreciation
3391
Gain Loss Investment
7942144
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,642,269
Assets Total Fixed
95591001
Assets Own Use
74427
Assets Long Term Investment
95516574
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,728,724
Assets Total Liabilities
£86,455
Assets Current Investment
0
Assets Total Assets And Liabilities
£98,233,270
Creditors One Year Total Current
86455
Creditors Falling Due After One Year
0
Assets Cash
£2,577,572
Funds Endowment
95516574
Funds Unrestricted
2716696
Funds Restricted
0
Funds Total
98233270
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
19 February 2025
Income Donations And Legacies
1263
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1320204
Income Other
0
Income Total Income And Endowments
1321467
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£285,166
Expenditure Charitable Expenditure
£2,199,842
Expenditure Other
0
Expenditure Total
2485008
Expenditure Investment Management
285166
Expenditure Grants Institution
2053564
Expenditure Governance
16440
Expenditure Support Costs
146278
Expenditure Depreciation
3401
Gain Loss Investment
11296553
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,322,472
Assets Total Fixed
89523264
Assets Own Use
76800
Assets Long Term Investment
89446464
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,375,045
Assets Total Liabilities
£52,573
Assets Current Investment
0
Assets Total Assets And Liabilities
£91,845,736
Creditors One Year Total Current
52573
Creditors Falling Due After One Year
0
Assets Cash
£2,158,542
Funds Endowment
89446464
Funds Unrestricted
2399272
Funds Restricted
0
Funds Total
91845736
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
27 February 2024
Income Donations And Legacies
87351
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1002923
Income Other
0
Income Total Income And Endowments
1090274
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£308,387
Expenditure Charitable Expenditure
£2,573,258
Expenditure Other
0
Expenditure Total
2881645
Expenditure Investment Management
308387
Expenditure Grants Institution
2392857
Expenditure Governance
15600
Expenditure Support Costs
174915
Expenditure Depreciation
5486
Gain Loss Investment
2076336
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,665,723
Assets Total Fixed
80127202
Assets Own Use
80201
Assets Long Term Investment
80047001
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,768,607
Assets Total Liabilities
£183,085
Assets Current Investment
3318
Assets Total Assets And Liabilities
£81,712,724
Creditors One Year Total Current
183085
Creditors Falling Due After One Year
0
Assets Cash
£1,561,300
Funds Endowment
80047001
Funds Unrestricted
1665723
Funds Restricted
0
Funds Total
81712724
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
1 March 2023
Income Donations And Legacies
83
Income Other Trading Activities
0
Income Charitable Activities
20
Income Investments
1354547
Income Other
0
Income Total Income And Endowments
1354650
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£343,576
Expenditure Charitable Expenditure
£2,968,139
Expenditure Other
0
Expenditure Total
3311715
Expenditure Investment Management
343576
Expenditure Grants Institution
2818035
Expenditure Governance
26246
Expenditure Support Costs
150104
Expenditure Depreciation
10068
Gain Loss Investment
-6101552
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£81,427,759
Assets Total Fixed
79723824
Assets Own Use
85687
Assets Long Term Investment
79638137
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,811,891
Assets Total Liabilities
£107,956
Assets Current Investment
0
Assets Total Assets And Liabilities
£81,427,759
Creditors One Year Total Current
107956
Creditors Falling Due After One Year
0
Assets Cash
£1,592,717
Funds Endowment
0
Funds Unrestricted
1890437
Funds Restricted
79537322
Funds Total
81427759
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
16 February 2022
Income Donations And Legacies
58093
Income Other Trading Activities
0
Income Charitable Activities
34
Income Investments
2130341
Income Other
0
Income Total Income And Endowments
2188468
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£321,321
Expenditure Charitable Expenditure
£2,515,133
Expenditure Other
0
Expenditure Total
2836454
Expenditure Investment Management
321321
Expenditure Grants Institution
2374530
Expenditure Governance
14605
Expenditure Support Costs
140603
Expenditure Depreciation
7284
Gain Loss Investment
9002938
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,212,256
Assets Total Fixed
86916107
Assets Own Use
86824934
Assets Long Term Investment
91173
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,693,117
Assets Total Liabilities
£122,848
Assets Current Investment
68710
Assets Total Assets And Liabilities
£89,486,376
Creditors One Year Total Current
122848
Creditors Falling Due After One Year
0
Assets Cash
£2,503,424
Funds Endowment
86724120
Funds Unrestricted
2762256
Funds Restricted
0
Funds Total
89486376
Count Employees
4
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bristol City
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

08 Official extract

Charity Event History

Charity Name
JOHN JAMES BRISTOL FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1984-02-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 9TH DECEMBER 1983, AS AMENDED BY DEED OF AMENDMENT DATED 5 FEBRUARY 1997 AND DEED OF VARIATION DATED 20 JULY 1999 AS AMENDED 11 MARCH 2002 AS AMENDED BY SUPPLEMENTAL DEED OF 10 JULY 2009AS AMENDED BY DEED DATED 21 FEB 2014AS AMENDED BY DEED DATED 15 FEB 2016AS AMENDED ON 20 FEB 2018 as amended on 20 Jul 2023 as amended on 03 Nov 2025
Charitable Objects
(A) THE RELIEF OF POVERTY OR SICKNESS OR THE ADVANCEMENT OF EDUCATION AMONGST THE INHABITANTS OF THE CITY OF BRISTOL OR OTHER PURPOSES BENEFICIAL TO THE INHABITANTS OF THE CITY OF BRISTOL IN SUCH WAYS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DECIDE. (B) SUCH OTHER OBJECTS OR PURPOSES (WHETHER IN THE UNITED KINGDOM OR ELSEWHERE) BEING CHARITABLE OBJECTS OR PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME OF TIME DETERMINE.
Area Of Benefit
CITY OF BRISTOL

10 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Conflicting interests
Policy Name
Paying staff
Policy Name
Risk management
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures