Finance Score: -5

Governance Score: 3

Support Score: 8

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3

Large volunteers +5
Grant maker support: +3

Overall GiG Score: 6

SAMARITANS OF BATH AND DISTRICT

To work for the assistance of persons who are suicidal, despairing or in distress by providing a service primarily intended for the benefit of persons in Bath & district and the surrounding area to enable such persons to receive immediate help, compassion and befriending from members of the charity selected and prepared for the purpose working under direction.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

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
Income has been volatile and on several occasions in recent years less than spending

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	£40	£67	£-27	n/a	n/a	n/a	n/a	n/a	143
31/03/22	£54	£37	£16	n/a	n/a	n/a	n/a	n/a	142
31/03/21	£72	£71	£1	n/a	n/a	n/a	n/a	n/a	160
31/03/20	£44	£59	£-14	n/a	n/a	n/a	n/a	n/a	50
31/03/19	£70	£47	£23	n/a	n/a	n/a	n/a	n/a	116
31/03/18	£79	£57	£23	£0	£0	£0	n/a	0	0
31/03/17	£58	£49	£9	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

samaritans.org/branches/Samaritans-bath-and-d

bath@samaritans.org

01225423540

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Mental health and addiction

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bath And North East Somerset, Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
143 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.

Major supporters in last 5 years

Quartet Community Foundation	£10,000
DCMS	£10,000
Co-Operative Group	£3,274

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Bath & District Samaritans
£10,000	29/09/2020	To build volunteer capacity for a service supporting vulnerable and isolated people.
DCMS - Coronavirus Community Support Fund
£10,000	17/07/2020	"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 "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Co-Operative Group - Grant to Samaritans of Bath and District
£3,274	15/11/2019	We would like to recruit and train 12 new Samaritans Listeners, to provide emotional support to vulnerable people in our community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

KIT PETERSON Appointed: 2023

TARQUIN MCDONALD Appointed: 2023

CAROLINE PAULINE WEALTHALL Appointed: 2023

CHARLES BERRISFORD Appointed: 2024

DAN FALLON Appointed: 2023

IAN MILLWARD Appointed: 2023

JACKIE REEVES Appointed: 2023

KAREN BALDWIN Appointed: 2023

PAUL DAVIES Appointed: 2023

ALAN WILLIAM PATMORE Appointed: 2023, Occupation: Chartered Accountant, Other trusteeships: THE ROTARY CLUB OF BATH TRUST FUND, COMBE DOWN HOLIDAY TRUST,

Legal constitution

Charity registered in England & Wales on 05/07/2016, number: 1168033

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
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
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

7 returns made; all on time

Main office

25 Windsor Castle
Upper Bristol Road
Bath
BA1 3DN

Objectives

THE OBJECTS OF THE CHARITY ARE:3.1 TO ENABLE PERSONS IN BATH AND THE SURROUNDING AREA AS WELL AS ELSEWHERE WHO ARE EXPERIENCING FEELINGS OF DISTRESS OR DESPAIR, INCLUDING THOSE WHO MAY BE AT RISK OF SUICIDE, TO RECEIVE CONFIDENTIAL EMOTIONAL SUPPORT AT ANY TIME OF THE DAY OR NIGHT IN ORDER TO IMPROVE THEIR EMOTIONAL HEALTH AND TO REDUCE THE INCIDENCE OF SUICIDE;3.2 TO PROMOTE A BETTER UNDERSTANDING IN SOCIETY OF SUICIDE, SUICIDAL BEHAVIOUR AND THE VALUE OF EXPRESSING FEELINGS WHICH MAY OTHERWISE LEAD TO SUICIDE OR IMPAIRED EMOTIONAL HEALTH; AND3.3 TO COLLABORATE WITH AND SUPPORT SAMARITANS CENTRAL CHARITY AND ITS AFFILIATED BRANCHES IN FULFILLING THESE OBJECTS.

Data Sources