Finance Score: -2

Governance Score: 9

Support Score: 7

Low unrestricted reserves: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 14

BRISTOL CITIZENS ADVICE BUREAU

The delivery of community legal advice services to the people of Bristol

Analysis by Giving is Great

Positives:

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:

Over half the Board have joined recently

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£799	£757	£42	£0	£160	£160	2.5	34	35
31/03/22		£837	£866	£-29	£0	£118	£118	1.6	46	45
31/03/21	*	£863	£874	£-11	£0	£147	£142	2	45	75
31/03/20		£794	£834	£-40	£3	£158	£127	1.8	42	50
31/03/19		£708	£697	£10	£3	£197	£189	3.3	39	59
31/03/18		£719	£735	£-17	£34	£187	£185	3	38	0
31/03/17		£688	£738	£-50	£34	£204	£201	3.3	23	0
31/03/16		£727	£758	£-32	£33	£254	£254	4	21	0
31/03/15		£646	£675	£-29	£30	£285	£285	5.1	21	0
31/03/14		£693	£673	£19	£36	£314	£314	5.6	21	0
31/03/13		£654	£668	£-14	£37	£295	£294	5.3	38	0
31/03/12		£630	£629	£1	£13	£309	£209	4	40	0
31/03/11		£690	£639	£50	£25	£308	£224	4.2	37	0
31/03/10		£713	£564	£150	£12	£258	£195	4.1	23	0
31/03/09		£508	£508	£0	£3	£108	£99	2.3	15	0
31/03/08		£462	£397	£66	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£319	£288	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£262	£308	£-46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£324	£288	£36	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£241	£266	£-25	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 53%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 32 years

www.bristolcab.org.uk

info@citizensadvicebristol.org.uk

01179462560

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Bristol City,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Quartet Community Foundation	£319,913
National Lottery Community Fund	£10,000
DCMS	£10,000
CAF	£5,000

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£8,700	02/06/2023	As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£1,312	17/03/2023	As directed by the donor towards small grants to individuals to alleviate hardship.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£260,413	23/09/2022	A partnership that will link up with Welcoming Spaces across Bristol to provide advice and information to residents who are struggling to meet their basic expenditures due to the cost of living crisis.
National Lottery Community Fund - Volunteer development to increase resilience during the cost of living crisis
£10,000	23/09/2022	The funding will be used to increase the hours of their Advice Session Supervisor enabling them to support develop and manage volunteer advisors. The project aims to build the skills of volunteers and ensure their service is responsive and ....more The funding will be used to increase the hours of their Advice Session Supervisor enabling them to support develop and manage volunteer advisors. The project aims to build the skills of volunteers and ensure their service is responsive and accessible to people facing crisis within their local community.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£7,560	09/06/2022	As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£7,500	08/06/2022	Towards advice services to meet increased demand during the cost of living crisis
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£5,000	06/04/2022	Towards the costs of recruiting and training volunteer advice workers.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£5,728	10/06/2021	As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£10,000	10/11/2020	Towards the costs of keeping an advice centre open to digitally excluded clients as well as enabling staff and volunteers to work effectively from home.
Quartet Community Foundation - Grant to Bristol Citizens Advice Bureau
£8,700	18/06/2020	As advised by donor.
DCMS - Coronavirus Community Support Fund
£10,000	18/06/2020	"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 operate, thereby reducing the burden on public ....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."
CAF - Grant to Bristol Citizens Advice Bureau
£5,000	01/06/2020 3	Grant to Bristol Citizens Advice Bureau to support the organisation through COVID19
Quartet Community Foundation - Volunteer Training and Development Programme
£5,000	24/03/2020 11	Toward their annual volunteer training and development programme.
Quartet Community Foundation - Expanded Volunteer Training and Development programme to increase sustainability
£2,500	18/03/2019 11	Toward the group's annual volunteer advice worker's training costs.
Quartet Community Foundation - Expanded Volunteer Training and Development programme to increase sustainability
£5,000	12/09/2017 11	For the cost of training volunteers over the next year, and enable them to expand their volunteer base to provide two new services, a telephone advice service staffed by law students and in-house advice offered at local employers.
Quartet Community Foundation - Volunteer Training and Development programme
£3,000	08/08/2016 11	For the training of volunteer advisers over one year.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 35-64

ANDREW JOHN LEAHY Appointed: 2022, Occupation: Retired

DAVID JOHN TAYLOR Appointed: 2022, Occupation: Not Working

ELIZABETH WAINWRIGHT Appointed: 2024, Occupation: Public Policy Advisor

JULIA CAUSTON Appointed: 2024, Occupation: Marketing Executive

JUDITH IONA FORDE-JEFFERIES Appointed: 2022

LAWRIE JONES Appointed: 2024, Occupation: Pr Professional

LUCY RACHEL SAUNDERS Appointed: 2022, Occupation: Head Of Development And Fundraising

MIRANDA PATRICIA CREESE Appointed: 2022, Occupation: Head Of Hk Partnerships

NADINE MAHER Appointed: 2024, Occupation: Solicitor

PHILIP ANDREW BARTON PARRY Appointed: 2003, Occupation: Management Consultant

ROBIN GELLER Appointed: 2022, Occupation: Retired

SAMANTHA ANN FLOWERS Appointed: 2022, Occupation: Programme Manager: Education Transformation

Legal constitution

Charitable company registered in England & Wales on 03/07/1992, number: 1012557
Registered at Companies House on 05/02/1992, number: 02684649

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR21: 50 days late, AR06: 1 days late,

Main office

48 FAIRFAX STREET
BRISTOL
BS1 3BL

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF THE CITY OF BRISTOL AND SURROUNDING LOCALITY BY THE ADVANCEMENT OF EDUCATION THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY SICKNESS AND DISTRESS.

Defined Area of Benefit:

IN PRACTICE BRISTOL AND ITS IMMEDIATE ENVIRONS

Data Sources

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