Finance Score: 0

Governance Score: 9

Support Score: 4

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

Grant maker support: +4

Overall GiG Score: 13

WAKEFIELD DISTRICT CITIZENS ADVICE BUREAUX

Provides advocacy/advice/information

Analysis by Giving is Great

Positives:

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

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	*	£865	£887	£-22	£0	£495	£480	6.5	25	39
31/03/22		£1,044	£1,027	£16	£0	£517	£500	5.8	33	27
31/03/21		£1,018	£1,022	£-4	£0	£501	£494	5.8	31	34
31/03/20		£848	£851	£-3	£0	£505	£502	7.1	28	29
31/03/19		£630	£658	£-28	£0	£508	£506	9.2	22	20
31/03/18		£631	£643	£-13	£0	£535	£529	9.9	22	0
31/03/17		£623	£686	£-64	£0	£548	£548	9.6	22	0
31/03/16		£725	£704	£20	£0	£612	£608	10.4	23	0
31/03/15		£732	£689	£43	£13	£591	£587	10.2	23	0
31/03/14		£742	£647	£94	£14	£548	£544	10.1	22	0
31/03/13		£771	£695	£76	£14	£453	£448	7.7	26	0
31/03/12		£770	£749	£21	£17	£367	£342	5.5	26	0
31/03/11		£793	£757	£36	£19	£341	£289	4.6	28	0
31/03/10		£729	£753	£-24	£15	£296	£269	4.3	28	0
31/03/09		£623	£645	£-22	£16	£312	£270	5	28	0
31/03/08		£731	£640	£91	£15	£323	£250	4.7	28	0
31/03/07		£649	£561	£88	£11	£211	£182	3.9	21	0
31/03/06		£546	£511	£36	£0	£0	£0	n/a	0	0
31/03/05		£480	£461	£18	£0	£0	£0	n/a	0	0
31/03/04		£482	£468	£14	£0	£0	£0	n/a	0	0

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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: 38%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 6.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.5

Asset Split ?

Established: 28 years

www.wakefielddistrictcab.co.uk

districtoffice@wakefielddistrictcab.co.uk

01924378063

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Other charitable activities
Provides advocacy/advice/information

Where it operates

City Of Wakefield,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

25 employees
39 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
Leeds Community Foundation - Grant to Wakefield District Citizens Advice Bureaux
£18,969	02/09/2020 6	To set up a Covid safe environment in order to allow the reintroduction of face-to-face advice services that have been suspended by the Covid Crisis. The project covers all the facilities now ....more To set up a Covid safe environment in order to allow the reintroduction of face-to-face advice services that have been suspended by the Covid Crisis. The project covers all the facilities now required (for example 18 Perspex screens) and the additional team member required for 7 months.
DCMS - VSCE CMC Fund
£18,969	02/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£33,815	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."
Lloyds Bank Foundation - Grant to CAB - Wakefield District
£25,500	29/06/2012	the salary and on-costs of the Welfare Rights Adviser, travel, training, recruitment, core staff costs, premises, admin and office costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 33-88

AMRITPAL REYAT Appointed: 2024, Occupation: West Yorkshire Integrated Care Board

CALLUM MACLEOD WHITTAKER Appointed: 2022, Occupation: Civil Servant

HILARY WARRINER Appointed: 2002, Occupation: Own Business

LEWIS SMITH-CONNELL Appointed: 2022, Occupation: Civil Servant Dhsc

NIGEL GORDON BROOK (Chair) Appointed: 2020, Occupation: Finance Director, Other trusteeship: WAKEFIELD THEATRE TRUST,

ROBERT PETER SMITTEN Appointed: 2017, Occupation: None Given

SAMANTHA HARVEY Appointed: 2019, Occupation: Travel Agent

SANDRA CHESELDINE Appointed: 2007, Occupation: Retired, Other trusteeships: AGE UK LEEDS, THE FIVE TOWNS PLUS HOSPICE FUND LIMITED,

OLIVIA MARIA ROWLEY Appointed: 2023, Occupation: Retired, Other trusteeship: EASTMOOR COMMUNITY PROJECT LTD,

Legal constitution

Charitable company registered in England & Wales on 17/09/1996, number: 1058086
Registered at Companies House on 24/07/1996, number: 03229045

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
Investing charity funds 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

20 returns made; AR23: 2 days late,

Main office

WAKEFIELD DISTRICT CITIZENS
ADVICE BUREAUX
1ST FLOOR
27 KING STREET
WAKEFIELD
WEST YOR

Objectives

THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN WAKEFIELD AND SURROUNDING AREAS.

Defined Area of Benefit:

WAKEFIELD METROPOLITAN DISTRICT COUNCIL

Data Sources