Finance Score: 2

Governance Score: 3

Support Score: 5

Strong growth: +2
No PartB

Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 10

BATH AND NORTH EAST SOMERSET THIRD SECTOR GROUP CIO

3SG is a membership network for third sector organisations operating in Bath and North East Somerset and our aim is to raise the profile of our members and give them a chance to influence local strategic decision making. We also run and share relevant events, training and disseminate information and post job opportunities.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There has been strong growth in spending since inception
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23	£235,116	£175,232	£59,884	26
31/03/22	£170,720	£149,871	£20,849	3,234
31/03/21	£229,241	£182,559	£46,682	600
31/03/20	£94,418	£50,412	£44,006	450

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

https://www.3sg.org.uk

Contact@3sg.org.uk

01225 683087

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Bath And North East Somerset,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
26 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

National Lottery Community Fund	£52,347
Quartet Community Foundation	£18,450
The Clothworkers Foundation	£2,900

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to The Bath and North East Somerset Third Sector Group CIO (3SG)
£10,000	21/07/2021 11	Employing an Administrator so the Director and Coordinator can spend more time building the capacity of member organisations.
National Lottery Community Fund - Emergency Volunteer Response
£42,347	23/10/2020 4	The funding will be used to pay a fixed-term Volunteer Manager to coordinate volunteers for the 3SG Emergency Response service.
Quartet Community Foundation - Grant to The Bath and North East Somerset Third Sector Group CIO (3SG)
£3,450	09/07/2020	For 3SG, Creativity Works, Bath Mind, Age UK, St. Mungo’s & Virgin Care to create fortnightly and monthly Wellbeing Packs, a non-digital response to social isolation faced by vulnerable adults.
The Clothworkers Foundation - Grant to Bath and north east somerset third sector group CIO
£2,900	01/06/2020	COVID19 : Purchase IT equipment for a CIO that works with vulnerable members of the community in Somerset
National Lottery Community Fund - Compassionate Community response to Covid-19
£10,000	22/05/2020 12	The funding will be used as a contribution towards employing a new co-ordinator to cope with the extra demand on the infrastructure of the service; after demand significantly heightened as a result ....more The funding will be used as a contribution towards employing a new co-ordinator to cope with the extra demand on the infrastructure of the service; after demand significantly heightened as a result of COVID-19. The project offers a variety of services including help with food deliveries medicine urgent housing mental health wellbeing and managing money. The project aims to promote wellbeing and support vulnerable people to stay safe.
Quartet Community Foundation - Grant to The Bath and North East Somerset Third Sector Group CIO (3SG)
£5,000	22/04/2020	Towards a new post that supports the Director at 3SG and help manage 2,500 plus volunteers that have joined the organisation since the coronavirus outbreak.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

HALENA COURY Appointed: 2022

CAROLINE HAWORTH Appointed: 2018

CLAIRE BLOOR Appointed: 2021

JENNIFER PEREZ Appointed: 2021

KATE MORTON Appointed: 2018

MELISSA HILLIER Appointed: 2019

NICKY TEW Appointed: 2018

SARAH WILLIAMS Appointed: 2018

SIMON ALLEN Appointed: 2021

REV ROGER JOHN DRIVER Appointed: 2018, Other trusteeships: MAYOR OF BATH'S RELIEF FUND, ST MICHAELS WITHOUT,

Legal constitution

Charity registered in England & Wales on 06/12/2018, number: 1181029

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Paying staff
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Main office

The Archway Office
4-5 Chapel Court
BATH
BA1 1SQ

Objectives

THE OBJECTS OF THE CIO ARE(1) TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE LOCAL GOVERNMENT AREA OF BATH AND NORTH EAST SOMERSET AND ITS ENVIRONS (HEREINAFTER CALLED THE AREA OF BENEFIT) AND, IN PARTICULAR, BUILD THE CAPACITY OF THIRD SECTOR ORGANISATIONS AND PROVIDE THEM WITH THE NECESSARY SUPPORT, INFORMATION AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE.(2) TO PROMOTE, ORGANISE AND FACILITATE CO-OPERATION AND PARTNERSHIP WORKING BETWEEN THIRD SECTOR, STATUTORY AND OTHER RELEVANT BODIES IN THE ACHIEVEMENT OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT.THIRD SECTOR MEANS CHARITIES, VOLUNTARY ORGANISATIONS AND SOCIAL ENTERPRISES. “CHARITIES” ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES. VOLUNTARY ORGANISATIONS AND “SOCIAL ENTERPRISES” ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS AND SOCIAL ENTERPRISES DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Data Sources