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.
Objects
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.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net income of £48,877 for the year ended 31 March 2025, with total incoming resources of £316,759. Per the trustees' report, unrestricted reserves stood at £168,063, which the trustees consider sufficient to cover ongoing activities and meet their policy target of three months' operational costs.
What the accounts disclose
“The CIO's income totalled £316,759, in which £282,186 came from restricted Grants.” — page 9
“It is the Trustees' objective to hold free reserves to cover at least three months' operational costs. This amounts to £54,933.” — page 10
Policies the charity declares
- 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
- Investing charity funds policy and procedures
- Paying staff
- Safeguarding policy and procedures
- 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
Trustees
- Halena Coury
- KATE MORTON
- Melissa Hillier
- NICKY TEW
- SARAH WILLIAMS
- Simon Allen
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £317k | £268k |
| 31/03/2024 | £130k | £151k |
| 31/03/2023 | £235k | £175k |
| 31/03/2022 | £171k | £150k |
| 31/03/2021 | £229k | £183k |
Common questions
Is BATH AND NORTH EAST SOMERSET THIRD SECTOR GROUP CIO financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net income of £48,877 for the year ended 31 March 2025, with total incoming resources of £316,759. Per the trustees' report, unrestricted reserves stood at £168,063, which the trustees consider sufficient to cover ongoing activities and meet their policy target of three months' operational costs. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 23/10/2020 | £42k | Emergency Volunteer Response |
| The National Lottery Community Fund | 22/05/2020 | £10k | Compassionate Community response to Covid-19 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ROPER FAMILY CHARITABLE TRUST | 3 | £95k |
| SIR JULES THORN CHARITABLE TRUST | 2 | £5k |
| AGE UK | 1 | £216k |
| THE NANI HUYU CHARITABLE TRUST | 1 | £25k |
| THE DIXON FOUNDATION | 1 | £16k |
| SOMERSET COMMUNITY FOUNDATION | 1 | £12k |
| THE COTTON INDUSTRY WAR MEMORIAL TRUST | 1 | £8k |
| THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST | 1 | £5k |
Charities like this
- MORE TREES FOR BATH AND NORTH EAST SOMERSET
- BROMLEY THIRD SECTOR ENTERPRISE CIO
- BATH ETHNIC MINORITY SENIOR CITIZENS ASSOCIATION
- THE COMMUNITY COUNCIL FOR SOMERSET
- AGE UK BATH AND NORTH EAST SOMERSET LIMITED
- MANCHESTER COMMUNITY CENTRAL
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BATH AND NORTH EAST SOMERSET THIRD SECTOR GROUP CIO | £317k | — | 0 | above | — | no doubt |
| MORE TREES FOR BATH AND NORTH EAST SOMERSET | £166k | £10,001 - £60,000 | 0 | unclear | — | no doubt |
| BROMLEY THIRD SECTOR ENTERPRISE CIO | £2.8m | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| BATH ETHNIC MINORITY SENIOR CITIZENS ASSOCIATION | £157k | — | 0 | below | — | no doubt |
| THE COMMUNITY COUNCIL FOR SOMERSET | £2.9m | — | — | above | — | no doubt |
| AGE UK BATH AND NORTH EAST SOMERSET LIMITED | £1.5m | — | 0 | above | — | no doubt |