Finance Score: 3
Governance Score: 9
Support Score: 7
  • Poor Liquidity: -1
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +7
Overall GiG Score: 19 ?

OFF THE RECORD - BATH & NORTH EAST SOMERSET 

Off the Record exists to improve the emotional health and wellbeing of young people by providing them with a safe space to be themselves. We provide a range of free services including counselling, listening support/coaching, youth participation, advocacy and specialist groups, such as a young parents group, support for care leavers and a LGBT focused youth group.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end

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£873£850£23£5£204£1492.14023
31/03/22£823£756£67£3£181£1201.93922
31/03/21*£812£760£52£1£114£761.24021
31/03/20£835£701£134£10£62£480.83920
31/03/19£549£611£-62£14£-62£-73-1.42622
31/03/18£556£565£-10£18£1£-56-1.2150
31/03/17£496£474£22£0£0£0n/a00
31/03/16£438£404£33£0£0£0n/a00
31/03/15£353£357£-4£0£0£0n/a00
31/03/14£306£330£-24£0£0£0n/a00
31/03/13£373£455£-82£0£0£0n/a00
31/03/12*£433£496£-63£0£0£0n/a00
31/03/11£522£506£16£4£304£2054.9160
31/03/10£458£449£9£0£0£0n/a00
31/03/09*£519£504£15£6£279£1884.5100
31/03/08£553£480£73£13£265£1363.4110
31/03/07*£483£463£20£0£0£0n/a00
31/03/06*£409£411£-2£0£0£0n/a00
31/03/05£453£348£105£0£0£0n/a00
31/03/04*£351£318£34£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 41%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 73%
Reserves/Spending: 2.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.2
Asset Split ?
Established: 26 years

www.offtherecord-banes.co.uk

office@offtherecord-banes.co.uk

01225312481

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bath And North East Somerset,
Who it helps
  • Children/Young People

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£321,250
Quartet Community Foundation£40,920
Co-Operative Group£2,182
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Off the Record - Bath and NE Somerset
£2,182 21/10/2023
Help us support local young people in crisis through safe, free sessions with trained support workers, helping young people navigate issues like anxiety, bereavement, suicidal thoughts and depression.
Quartet Community Foundation - Grant to Off The Record - BANES
£5,000 08/08/2023
To employ a sessional worker to support the running of a weekly LGBTQ+ youth group and one-to-one sessions with young people.
Quartet Community Foundation - Grant to Off The Record - BANES
£10,000 17/03/2022
11
Strengthening financial and organisational resilience by employing a community fundraiser who will build on the foundations already in place to enable the management team to better fulfil their roles.
Quartet Community Foundation - Grant to Off The Record - BANES
£5,000 25/01/2022
6
To increase awareness of and accessibility to free mental health care for young people living in deprived areas in B&NES where we currently operate such as Keynsham and Midsomer Norton.
National Lottery Community Fund - LGBTQ+ Peer Mentoring
£321,250 16/12/2021
The organisation will use the funding over 5 years to deliver support services to young LGBTQ+ people in Bath and North East Somerset. OTR They provide one-to-one listening support and counselling ....more
Quartet Community Foundation - Grant to Off The Record - BANES
£2,000 19/11/2021
To deliver quality mental health care to young people living in one of the most deprived areas of B&NES, including free and confidential 1:1 support by trained staff and counsellors.
Quartet Community Foundation - Community Listening Services Plus
£4,800 21/12/2020
For an extension of the group's confidential counselling sessions, to offer more in-depth support to those young people in the community whose mental health has been directly affected by the pandemic.
Quartet Community Foundation - Grant to Off The Record - BANES
£4,500 11/06/2020
To equip and train 10 volunteer support workers and counsellors to deliver a free Listening Service to young people remotely, expanding the group's reach across Bath & NES.
Quartet Community Foundation - Okay Cafe
£9,620 18/09/2019
12
Toward a drop-in well-being hub for young people to access to support their needs.
National Lottery Community Fund - LGBT+ Service
£276,862 30/08/2018
36
The project improves the emotional health and wellbeing of vulnerable young people. They provide a range of free services including counselling, listening support/coaching, youth participation, ....more
Quartet Community Foundation - SPACE Activists
£4,784 26/04/2018
6
Weekly LGBT youth group sessions for young people interested in campaigning and getting involved in projects relating to advancing LGBT Equality.
Co-Operative Group - Grant to Off the Record
£2,727 29/11/2017
We need support for our vital counselling and listening support services so we can continue to help local, vulnerable young people in need.
Quartet Community Foundation - Youth Voice
£3,000 21/11/2017
10
The project will train young people to assess certain partner organisations (third sector) providing youth services in B&NES with a view to evaluating how well the organisation meets the needs ....more
Lloyds Bank Foundation - Grant to Off the Record - Bath & North East Somerset
£15,000 11/07/2017
12
Off the Record Bath and North East Somerset provides counselling and advocacy to improve the emotional health and wellbeing of young people. This grant will ensure that young people are fully ....more
National Lottery Community Fund - SPACE LGBTQ Youth Project
£213,055 09/03/2015
36
Not Available
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 25-73
  • ANGELA SCOTT Appointed: 2023, Occupation: Leadership Consultant
  • DAISY NEWSOME Appointed: 2023, Occupation: Associate Director Of Hr
  • MARK AMES Appointed: 2020, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 05/11/1998, number: 1072322
  • Registered at Companies House on 02/10/1998, number: 03643586
Gift Aid
  • Registered with HMRC for Gift Aid
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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR21: 2 days late, AR12: 2 days late, AR09: 6 days late, AR07: 65 days late, AR06: 226 days late, AR04: 1 days late,
Main office

OFF THE RECORD
OPEN HOUSE CENTRE
MANVERS STREET
BATH
BA1 1JW

Objectives

TO RELIEVE AND PREVENT SUFFERING AMONG YOUNG PEOPLE CAUSED BY MENTAL OR PHYSICAL ILL HEALTH OR BY SOCIAL OR ECONOMIC CIRCUMSTANCES IN PARTICULAR BY THE PROVISION OF ADVICE INFORMATION COUNSELLING AND OTHER ASSISTANCE TO YOUNG PEOPLE AND THEIR FAMILIES

Defined Area of Benefit:

NOT DEFINED.IN PRACTICE IN BATH AND NORTH EAST SOMERSET AND WEST WILTSHIRE

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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