Overall GiG Score: 28 ?
Finance Score: 8
Governance Score: 9
Support Score: 11
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +11

OFF THE RECORD (BRISTOL) 

Provision of mental health support, education and community development to young people aged 11 to 25.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • 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 and a Community Foundation
  • 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
Established: 23 years

www.otrbristol.org.uk

hello@otrbristol.org.uk

08088089120

Charity Commission for England and WalesCompanies HouseFacebookInstagramXYouTube
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£2,942£3,010£-68£96£1,492£1,243510463
31/03/22£2,338£2,194£143£44£1,560£1,47088960
31/03/21£2,149£1,697£453£47£1,417£1,2398.87123
31/03/20£1,789£1,470£319£41£775£6415.269145
31/03/19£1,488£1,488£0£6£455£4553.747120
31/03/18£1,772£1,779£-7£0£455£4553.1540
31/03/17£1,644£1,600£44£0£467£4633.5430
31/03/16£1,222£1,150£72£0£424£4244.4250
31/03/15£648£600£49£3£352£3527.1180
31/03/14£395£395£0£0£0£0n/a00
31/03/13£315£310£5£0£0£0n/a00
31/03/12£301£285£16£0£0£0n/a00
31/03/11£222£218£4£0£0£0n/a00
31/03/10£145£143£2£0£0£0n/a00
31/03/09£118£117£1£0£0£0n/a00
31/03/08£142£124£18£0£0£0n/a00
31/03/07£123£119£4£0£0£0n/a00
31/03/06£133£106£27£0£0£0n/a00
31/03/05£106£98£8£0£0£0n/a00
31/03/04*£92£97£-5£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 3.3%
Fundraising Costs/Total Spending: 3.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 8.3
Asset Split ?
What it does
  • Accommodation/Housing
  • Economic/Community Development/Employment
  • Education/Training
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 104 employees
  • 63 volunteers
Who it helps
  • Children/Young People
  • Other Defined Groups
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bristol City, South Gloucestershire,

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
Esmee Fairbairn£216,000
Prudence Trust£193,271
Paul Hamlyn Foundation£166,500
BBC Children in Need£133,390
Quartet Community Foundation£111,069
DCMS£100,010
Garfield Weston Foundation£90,000
The Rayne Foundation£90,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to OTR - Bristol
£1,000 21/09/2023
As directed by the donors towards the organisation's core costs. This is the third year of funding.
Quartet Community Foundation - Grant to OTR - Bristol
£250 23/05/2023
As directed by the donor towards OTR Bristol's provision of mental health support, education and community development to young people aged 11 to 25.
Quartet Community Foundation - Grant to Off The Record - Bristol
£500 16/03/2023
As requested by the fund holder towards advocacy, mental health support and social justice for and in consultation with young people.
Esmee Fairbairn - Grant to Off the Record (Bristol)
£6,000 30/01/2023
Towards unrestricted core costs as a Cost of Living Uplift
Quartet Community Foundation - Grant to Off The Record - Bristol
£2,886 30/01/2023
As requested by Jenny Pierce from the Wards Fund. Wards have raised £7,114.09 from staff fundraising activities and they want to make it up to a round figure of £10k from their fund at Quartet.
Prudence Trust - Social Prescribing 2022 - OTR Bristol
£193,271 24/11/2022
Community Partnerships Programme
Quartet Community Foundation - Grant to Off The Record - Bristol
£250 15/11/2022
As directed by the donors towards the organisation's core costs.
Quartet Community Foundation - Grant to Off The Record - Bristol
£1,000 18/10/2022
As directed by the donors, Ian Robinson and Sarah Gilbert, towards the organisation's core costs. This is the second year of funding OTR.
BBC Children in Need - Grant to Off The Record Bristol
£50,000 12/10/2022
This grant will empower Black children and young people from Bristol to deliver Social Action in their community.
Quartet Community Foundation - Grant to Off The Record - Bristol
£39,969 16/06/2022
OTR will recruit a Volunteer Coordinator who will create, develop and support two new volunteering programmes; for volunteer therapists and for young peer volunteers in North Somerset.
Co-Op Foundation - Freedom
£40,000 15/06/2022
The organisation will shift the power balance of the current LGBTQA+ young people Freedom support group so that the group becomes self-sustaining and young people truly take the lead.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£30,000 22/04/2022
Improving and scaling Freedom to transform the lives of LGBTQ+ young people in Bristol and South Gloucestershire
Quartet Community Foundation - Youth Mental Health Practitioner for Young Adults
£30,000 12/04/2022
A combination of one-to-one and group mental health and wellbeing support for young adults; we will deliver into community settings to engage young people where they already have trusted ....more
Quartet Community Foundation - Grant to Off The Record - Bristol
£1,000 21/03/2022
As requested by the fund holder towards advocacy, mental health support and social justice for and in consultation with young people.
Innox Foundation - Grant to OTR (Bristol)
£50,000 25/11/2021
Unrestricted funding for OTR (Bristol)
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£15,000 05/07/2021
A grant to support 70 young people aged 11-25 in Bristol with mental health issues through counselling delivered through using a virtual world approach with a trained therapist.
Paul Hamlyn Foundation - Covid-19 Emergency Funding: Off the Record core support
£30,000 24/03/2021
12
Off the Record (OTR) is a mental health social movement by and for young people aged 11-25 living in Bristol and South Gloucestershire. This grant provides core support for OTR fundraising and staff ....more
Quartet Community Foundation - Grant to Off The Record - Bristol
£500 23/03/2021
As requested by the fund holder.
Quartet Community Foundation - Grant to Off The Record - Bristol
£2,000 01/03/2021
Towards the core costs of the organisation in the financial year 2021-22
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£30,000 12/02/2021
Improving and scaling Freedom to transform the lives of LGBTQ+ young people in Bristol and South Gloucestershire
Quartet Community Foundation - Grant to Off The Record - Bristol
£250 05/02/2021
As requested by the fund holder towards supporting young people in Bristol
Paul Hamlyn Foundation - Transforming the mental health of Black and Minority Ethnic communities
£12,000 18/01/2021
Off the Record provide counselling and mental health support services to young people in Bristol. This grant supports the Project Co-ordinator to continue to develop Zazi, a youth-led change making ....more
Quartet Community Foundation - Improving the mental health of young people in/leaving care
£16,526 07/01/2021
11
Our project will improve the mental health of 80 young people in care or who have left care and create a stronger local mental health system to support this group.
LGBT Consortium - Grant to Off The Record (Bristol)
£10,000 29/09/2020
Specialist counselling support for LGBT+ young people in Bristol and South Gloucestershire, in response to increased demand due to covid.
BBC Children in Need - Grant to Off The Record Bristol
£80,000 09/09/2020
18
COVID19 - This project will provide support for young people with wellbeing issues, which have increased as a result of Covid 19. It will improve wellbeing and knowledge of mental health tools and ....more
DCMS - Coronavirus Community Support Fund
£78,135 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
Comic Relief - Off The Record (Bristol) Recovery Funding
£40,000 23/06/2020
6
COVID19 Recovery funding
BBC Children in Need - Grant to Off The Record Bristol
£3,390 17/06/2020
6
COVID19 - This grant will fund a therapist, supervision and technology to support BME young men with mental health issues, isolated due to Covid-19. Young people will improve their resilience and ....more
Paul Hamlyn Foundation - COVID19 Emergency Funding
£20,000 10/06/2020
3
Support to aid the organisation in dealing with the challenges posed by COVID19.
Masonic Trust - MCF Large Grant
£44,521 02/06/2020
Grant to fund mental health support for young people in Bristol and South Gloucestershire
Esmee Fairbairn - Grant to Off the Record (Bristol)
£30,000 05/05/2020
6
towards unrestricted core costs as a COVID-19 fast response grant
Quartet Community Foundation - Grant to Off The Record - Bristol
£4,938 05/05/2020
We will scale our digital therapy for young people experiencing distress during the Covid-19 crisis. 18 young people will enter into an immersive virtual world and improve their mental health.
Paul Hamlyn Foundation - Transforming the mental health of Black and Minority Ethnic communities
£5,000 16/03/2020
Off the Record provide counselling and mental health support services to young people in Bristol. This mini-grant supports the Project Co-ordinator to continue to develop Zazi, a youth-led change ....more
The Rayne Foundation - Grant to Off the Record (Bristol)
£90,000 16/09/2019
36
Towards core costs to transition from a provider of specialist mental health services that treat young people to a mobiliser of young people and communities so they can look after themselves.
Paul Hamlyn Foundation - Transforming the mental health of Black and Minority Ethnic communities
£99,500 03/09/2019
24
To employ a Project Co-ordinator to develop Zazi, a youth-led change making movement that supports young people from Black and minority ethnic backgrounds who are experiencing mental health issues to ....more
OVO Foundation - OVO Gives Back - 2019-2020
£20,000 01/08/2019
This grant was used to set up OTR Hubs and recruit, induct and train 50 young people as Peer Navigators. Run hubs to offer first line support for young people accessing support.
Esmee Fairbairn - Grant to Off the Record (Bristol)
£180,000 24/07/2019
36
Towards project costs associated with improving the mental health of excluded young people and shifting the mental health system from a therapeutic model to one that addresses social factors that ....more
Quartet Community Foundation - Bringing high quality mental health support to young people in/or leaving care
£10,000 12/06/2019
11
As requested by the fund holder.
Garfield Weston Foundation - Main Grants award
£30,000 08/05/2019
Becoming a Social Movement
Co-Op Foundation - Participatory Action Research into Youth Loneliness & Social Action
£10,000 12/04/2019
Young people in Bristol who have experience of youth social action and loneliness will deliver research to examine the relationship between the two.
DCMS - Building Connections Fund
£21,875 01/04/2019
Continuation and expansion of peer support and social action project for LGBTQ+ young people from across Bristol. Will provide a supportive space and sessions including peer mentoring, social action, ....more
DCMS - Building Connections Fund
£21,875 02/01/2019
Continuation and expansion of peer support and social action project for LGBTQ+ young people from across Bristol. Will provide a supportive space and sessions including peer mentoring, social action, ....more
Co-Op Foundation - The Freedom Mentality
£70,000 29/11/2018
"Freedom" and "Mentality" will support young people who are LGBTQ+ or who have experiences of mental ill health to co-ordinate and deliver campaigns that help their peers.
National Lottery Community Fund - Freedom ? Building connections for LGBTQ+ young people
£55,682 26/11/2018
36
Freedom ' Building connections for LGBTQ+ young people
Nesta - AC00845
£5,000 25/09/2018
2
Good Help programme grant to Off the Record (Bristol) Grant Ref AC00845
Paul Hamlyn Foundation - Diffusion: a financially sustainable venture to mobilise communities to support young people's mental health.
£60,000 09/07/2018
24
Off The Record is a mental health charity working in Bristol and South Gloucestershire with young people. It wants to transition from a ‘mental health service provider’ to ‘mental health social ....more
Comic Relief - Cornermen
£150,000 28/03/2018
36
This project will use boxing to engage young men with mental health needs from Black, Asian and Minority Ethnic communities in a programme of psychologically informed coaching and support. It will ....more
Quartet Community Foundation - Natural Health Service (NHS)
£7,827 01/02/2018
11
For a pilot project working with foster carers and young people over a 12 month period.
Co-Operative Group - Grant to Off the Record (Bristol)
£4,063 29/11/2017
We provide free mental health care to young people. Our project is for young people questioning their gender identity & sexual orientation.
Co-Op Foundation - Mentality and Freedom
£35,000 16/11/2017
Running projects in Bristol to support groups of young people who are LGBTQ+ or have experiences of mental ill health to deliver youth-led campaigns.
The Clothworkers Foundation - Grant to Off the Record (Bristol)
£10,000 07/09/2017
installation of disabled lift for a charity which works with disabled people in Bristol
Garfield Weston Foundation - Main Grants award
£20,000 13/07/2017
Zazi
Sport England - Yoga for feeling alive!
£4,688 28/03/2017
21
Funding under Sport England's Small Grants funding programme for a Revenue project titled Yoga for feeling alive!. This project is a Yoga project, with a focus on younger beneficiaries.
Quartet Community Foundation - Mentality Project
£3,000 13/03/2017
11
Towards employing a project lead working with young people who have experienced mental health difficulties.
BBC Children in Need - Grant to Off The Record Bristol
£89,296 09/02/2017
36
This project will provide activities for disadvantaged young people experiencing poor mental health. The project will reduce risky and anti-social behaviour, increase self-esteem and improve ....more
National Lottery Heritage Fund - Grant to Off The Record
£25,600 10/06/2015
Freedom Youth: the first 20 years
Esmee Fairbairn - Grant to Off the Record (Bristol)
£112,194 18/02/2015
36
Towards a programme of early intervention work for young people from BME communities enabling them and their families to access mental health services.
National Lottery Community Fund - Talking Points
£305,879 15/06/2014
60
Not Available
National Lottery Community Fund - Talking Points
£154,070 13/10/2010
36
This project provides outreach mental health support to vulnerable young people in four disadvantaged areas within Bristol. The work involves one-to-one counselling and therapeutic group work.High ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees:
  • JACOB DIGGLE (Chair) Appointed: 2022, Occupation: Director Of Strategy, Research & Impact
  • JOE RAYNES Appointed: 2023, Occupation: Civil Servant
  • SIMON LEECH Appointed: 2022, Occupation: Head Of Internal Communications And Engagement
Legal constitution
  • Charitable company registered in England & Wales on 01/03/2001, number: 1085351
  • Registered at Companies House on 30/01/2001, number: 04150044
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; AR04: 1 days late,
Main office

8-10
West Street
St Phillips
Bristol
BS2 0BH

Objectives

The charity's objects ('Objects') are specifically restricted to the following:4.1 to promote and support the mental health of young people focussing on Bristol and the surrounding areas;4.2 to raise awareness of the social, economic and political determinants that lead to poor mental health; and4.3 the advancement of education of the public including, in particular, public sector bodies, agencies, community bodies, corporates and organisations, on mental health issues experienced by young people and on the provision of support to prevent and alleviate these issues.

Defined Area of Benefit:

CITY OF 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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