CLIFTON COLLEGE ENDOWMENT FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 16 March 2006
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £169,864
Latest expenditure: £230,586
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 32 COLLEGE ROAD, BRISTOL, BS8 3JH

Website recorded by the regulator: http://oc-online.co.uk/ (displayed as text)

02 Activities

What the charity does

Provision of scholarships, educational grants and bursaries and other grants for the benefit of or in connection with Clifton College.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 31 October 2025
Date Accounts Received: 31 October 2025
Total Gross Income: £169,864
Total Gross Expenditure: £230,586

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 31 October 2024
Date Accounts Received: 31 October 2024
Total Gross Income: £154,844
Total Gross Expenditure: £218,032

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 31 October 2023
Date Accounts Received: 31 October 2023
Total Gross Income: £656,890
Total Gross Expenditure: £202,326

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 31 October 2022
Date Accounts Received: 31 October 2022
Total Gross Income: £375,917
Total Gross Expenditure: £196,343

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 28 March 2022
Date Accounts Received: 28 March 2022
Total Gross Income: £175,652
Total Gross Expenditure: £164,410

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 31 October 2025
Total Gross Income: £169,864
Total Gross Expenditure: £230,586
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
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 31 October 2024
Total Gross Income: £154,844
Total Gross Expenditure: £218,032
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
Count Volunteers: 17

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Total Gross Income: £656,890
Total Gross Expenditure: £202,326
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 31 October 2022
Total Gross Income: £375,917
Total Gross Expenditure: £196,343
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 28 March 2022
Total Gross Income: £175,652
Total Gross Expenditure: £164,410
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: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Income Donations And Legacies: 560406
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 96484
Income Other: 0
Income Total Income And Endowments: 656890
Income Legacies: 462000
Income Endowments: 0
Expenditure Raising Funds: £37,427
Expenditure Charitable Expenditure: £164,899
Expenditure Other: 0
Expenditure Total: 202326
Expenditure Investment Management: 37427
Expenditure Grants Institution: 0
Expenditure Governance: 5217
Expenditure Support Costs: 5217
Expenditure Depreciation: 0
Gain Loss Investment: -773071
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £842,461
Assets Total Fixed: 5062854
Assets Own Use: 0
Assets Long Term Investment: 5062854
Defined Benefit Pension Scheme: 0
Assets Other Assets: £682,881
Assets Total Liabilities: £13,020
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,732,715
Creditors One Year Total Current: 13020
Creditors Falling Due After One Year: 0
Assets Cash: £226,420
Funds Endowment: 2786424
Funds Unrestricted: 842461
Funds Restricted: 2103830
Funds Total: 5732715
Count Employees: 0
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: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 102
Classification Type: What
Classification Description: Education/training

08 Official extract

Charity Event History

Charity Name: CLIFTON COLLEGE ENDOWMENT FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-03-16T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: INDENTURE DATED 29 OCTOBER 1921
Charitable Objects: FOR THE BENEFIT OF OR IN CONNECTION WITH THE COLLEGE AS THE SOCIETY IN ITS ABSOLUTE DISCRETION ACTING BY ITS GENERAL COMMITTEE OR ITS EXECUTIVE COMMITTEE (AS THE CASE MAY BE) OR BY ANY PERSON OR PERSONS TO WHOM THE SOCIETY OR EITHER OF THE SAID COMMITTEES MAY DELEGATE ANY POWER IN THAT BEHALF OR ACTING OTHERWISE IN ACCORDANCE WITH THE RULES FOR THE TIME BEING OF THE SOCIETY SHALL FROM TIME TO TIME DIRECT PROVIDED ALWAYS THAT NO SUCH PAYMENT OR APPLICATION (EXCEPT BY WAY OF TEMPORARY ACCUMULATION OR PERMANENT ADDITION TO CAPITAL) SHALL BE MADE NOR SHALL ANY DEFINITE ALLOCATION OF ANY SUCH INCOME (EXCEPT FOR ANY ACCUMULATION OR ADDITION AS AFORESAID) BE ALTERED WITHOUT THE APPROVAL OF THE COUNCIL OF THE COLLEGE (HEREINAFTER CALLED "THE COUNCIL")
Area Of Benefit: CLIFTON COLLEGE

10 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Paying staff