Finance Score: -4

Governance Score: 7

Support Score: 8

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 11

TRANSITION BATH LIMITED

To develop a positive sustainable local community which is resilient in a world of declining natural resources.Transition Bath is facilitating the local community to create a positive future for our city in a world without cheap energy and global food production.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 13 years

www.transitionbath.org

info@transitionbath.org

07792649597

Charity Commission for England and Wales

Tweets

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		£27	£22	£5	n/a	n/a	n/a	n/a	n/a	15
31/03/22		£83	£83	£0	n/a	n/a	n/a	n/a	n/a	15
31/03/21		£51	£45	£6	n/a	n/a	n/a	n/a	n/a	5
31/03/20		£385	£384	£1	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£241	£231	£9	n/a	n/a	n/a	n/a	n/a	5
31/03/18		£10	£9	£1	£0	£0	£0	n/a	0	0
31/03/17		£5	£4	£0	£0	£0	£0	n/a	0	0
31/03/16		£2	£2	£0	£0	£0	£0	n/a	0	0
31/03/15		£17	£16	£0	£0	£0	£0	n/a	0	0
31/03/14		£12	£13	£-1	£0	£0	£0	n/a	0	0
31/03/13	*	£7	£5	£2	£0	£0	£0	n/a	0	0
31/03/12		£9	£11	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Bath And North East Somerset,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
15 volunteers

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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Transition Bath
£3,200	20/12/2022	For a paid student intern to grow the Eco Together climate empowerment project by evolving the model to better support community members and organisations to form Eco Together groups.
Quartet Community Foundation - Grant to Transition Bath
£1,000	04/07/2022	To develop the Eco Together project, setting up neighbourhood eco groups in Bath and beyond to take action on Energy, Food, Transport, Waste and Resources.
Quartet Community Foundation - Bath Ride to Work Project
£3,019	09/03/2021 19	To fund a business development worker to support the expansion and long term funding for the Ride to Work by Bike scheme in Bath.
OVO Foundation - Climate Changers - Energy Sparks
£483,476	13/07/2020	This grant will allow Energy Sparks to continue to develop their online tool which teaches pupils how to improve energy efficiency in their schools.
Quartet Community Foundation - Energy Sparks Champions Programme
£4,200	14/01/2020 10	For the cost of a Volunteer Coordinator to train and support volunteer ambassadors for Transition Bath's Energy Sparks programme that provides energy advice and an education toolkit for B&NES ....more For the cost of a Volunteer Coordinator to train and support volunteer ambassadors for Transition Bath's Energy Sparks programme that provides energy advice and an education toolkit for B&NES schools.
National Lottery Community Fund - Ride to Work by Bike
£9,297	07/02/2019 12	The funding will be used to loan electrical bicycles to employees of small businesses. The project aims to reduce air pollution and increase physical activity.
Quartet Community Foundation - Grant to Transition Bath
£3,053	11/12/2018	Toward the cost of a six month pilot of the Ride to Work by E-Bike Project, providing a total of 40 employees at Bath based work places the opportunity to trial the use of an electric bike for 6 ....more Toward the cost of a six month pilot of the Ride to Work by E-Bike Project, providing a total of 40 employees at Bath based work places the opportunity to trial the use of an electric bike for 6 weeks each.
Co-Operative Group - Grant to Transition Bath
£4,101	19/11/2018	We need gardening and orchard tools for our regular volunteers and ad hoc community volunteers to use.
Quartet Community Foundation - Making transport more sustainable in Bath: eBike Commuter Project feasibility study
£3,400	13/12/2017 7	To fund a feasibility study for a larger project which aims to promote a modal shift in transport of commuters in Bath from using cars to bicycles; to reduce CO2 emissions, air pollution and to ....more To fund a feasibility study for a larger project which aims to promote a modal shift in transport of commuters in Bath from using cars to bicycles; to reduce CO2 emissions, air pollution and to improve the health of those taking part in the project.
OVO Foundation - Energy Sparks
£5,000	30/10/2017	Energy Sparks provides school children with life skills in understanding energy consumption. This grant was used to cover project manager costs for professional teaching and technical support.
Quartet Community Foundation - Grant to Transition Bath
£5,000	12/12/2016	For the Energy Sparks project, a volunteer-led project to teach primary school children in the Bath area about energy.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-82

ALEXANDER JAMES COLES Appointed: 2024, Occupation: Bookseller

DR LYN BARHAM Appointed: 2017, Occupation: Director

DR NICHOLAS ABERCROMBIE Appointed: 2021, Occupation: Retired

EMMA LOUISE CLEGG Appointed: 2023, Occupation: Magazine Editor

KATRINA RUTH CROWSON Appointed: 2024, Occupation: Student

PHILIP HAILE Appointed: 2021, Occupation: Commercial Energy Assessor

RODNEY EMRYS MORGAN Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 14/01/2011, number: 1139853
Registered at Companies House on 07/05/2009, number: 06898132

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures

Filing Record

12 returns made; AR13: 81 days late,

Main office

12 MOUNT ROAD
LANSDOWN
BATH
BA1 5PW

Objectives

3. THE CHARITY'S OBJECTS (THE OBJECTS) ARE :(A) THE PROMOTION OF THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT AND PRUDENT USE OF NATURAL RESOURCES FOR THE PUBLIC BENEFIT LIMITED;(B) TO ADVANCE THE EDUCATION OF THE PUBLIC AND TO PROMOTE STUDY AND RESEARCH (THE USEFUL RESULTS OF WHICH WILL BE DISSEMINATED FOR THE PUBLIC BENEFIT) INTO SUBJECTS RELATING TO:- COMMUNITY AND PERSONAL RESPONSES TO CLIMATE CHANGE AND ENERGY SCARCITY;- SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT;(C) THE PROMOTION OF SUSTAINABLE DEVELOPMENT FOR THE PUBLIC BENEFIT IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF NATURAL RESOURCES;[SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS]

Defined Area of Benefit:

BATH AND NORTH EAST SOMERSET

Data Sources