Finance Score: 3
Governance Score: 6
Support Score: 8
  • Good reserves management: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 17 ?

OXFORD CITIZENS ADVICE BUREAU

Citizens Advice Oxford provides advice that helps people to overcome their problems and come together to campaign on big issues when their voices need to be heard. We provide free, independent, confidential and impartial advice to everyone on their rights and responsibilities.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

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
31/03/24£601£553£48£0£327£2515.52968
31/03/23£529£451£78£6£279£2105.62464
31/03/22£510£695£-185£0£201£1793.12348
31/03/21£723£562£161£1£385£3186.82348
31/03/20?£643£641£2£11£224£2224.112112
31/03/18£582£579£3£0£217£2174.5130
31/03/17£614£615£-1£0£214£2074130
31/03/16*£631£584£47£0£215£1984.1120
31/03/15£650£652£-3£10£168£1452.7130
31/03/14£580£538£42£11£171£1393.1120
31/03/13£468£452£16n/an/an/an/an/an/a
31/03/12£453£444£9n/an/an/an/an/an/a
31/03/11£525£510£15£14£103£942.2110
31/03/10£471£460£11n/an/an/an/an/an/a
31/03/09£428£423£5n/an/an/an/an/an/a
31/03/08*£430£425£5n/an/an/an/an/an/a
31/03/07*£427£467£-40n/an/an/an/an/an/a
31/03/06£499£491£8n/an/an/an/an/an/a
31/03/05*£486£479£7n/an/an/an/an/an/a
31/03/04£497£528£-31n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 8.3
Asset Split ?
Balance Sheet History
Established: 27 years

www.citizensadviceoxford.org.uk

office@citizensadviceoxford.org.uk

01865 725199

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Oxfordshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • 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
National Lottery Community Fund£298,994
Henry Smith Charity£180,000
DCMS£35,989
Oxfordshire Community Foundation£17,469
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Oxford Cost of Living Crisis Support
£289,009 30/08/2023
This funding will be used to work in partnership with local food banks and community larders to provide information and advice to people and families experiencing a financial crisis. The project aims to support people through the cost of living ....more
National Lottery Community Fund - Specialist Advice Training
£9,985 29/09/2022
The funding will be used to run a training programme for their staff and volunteers. The project aims to better equip their advice team to give free support to the community on issues such as housing benefits and debt.
Oxfordshire Community Foundation - Volunteer Re-build post pandemic
£7,107 19/07/2022
We will extend our volunteer recruitment and training programme to train additional volunteers so that we can assist Oxford residents in crisis with timely advice. With funding of £7107 from COMF and £7707 from Friends we will be able to train an ....more
DCMS - Coronavirus Community Support Fund
£35,989 09/09/2020
"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 Clothworkers Foundation - Grant to Oxford Citizens Advice Bureau
£5,000 26/06/2020
COVID19 : purchase IT equipment for a charity working with disadvantaged and marginalised groups in Oxfordshire
Henry Smith Charity - Grant to Citizens Advice Oxford
£180,000 10/06/2020
36
towards three years' running costs for a project providing debt and benefits advice to low income and vulnerable people in Oxford
Oxfordshire Community Foundation - COVID-19 Reaching the most vulnerable
£10,362 26/05/2020
2
Advice & support - respond to the unprecedented increase in demand; ensure vulnerable people are not left behind
Oxfordshire Community Foundation - Working smarter, increasing impact and sustainability
£46,764 27/06/2019
Our average waiting time to see an adviser is 48 minute, 21% wait more than an hour and only 20% of telephone advice calls are answered by us. This is stressful for clients, staff and volunteers, and due to a dramatic increase in complexity of ....more
Garfield Weston Foundation - Main Grants award
£15,000 18/06/2019
Securing rights, changing lives
Oxford City Council - Grant to Oxford Citizens Advice Bureau
£190,000 01/04/2019
Funding awarded for core costs to deliver welfare advice
Oxford City Council - Grant to Oxford Citizens Advice Bureau
£190,000 13/02/2018
Funding awarded for core costs to deliver welfare advice
Oxfordshire Community Foundation - Improving financial capability
£5,000 11/12/2017
11
Extend the provision of debt caseworkers to reduce waiting times from 3-4 week to less than two weeks and for all debt clients to have the opportunity to improve their financial capability/skills.
Oxfordshire Community Foundation - Expansion of pro bono legal advice service
£5,000 04/07/2017
12
Retain and expand our pro bono legal advice service.
Oxford City Council - Grant to Oxford Citizens Advice Bureau
£200,000 09/02/2017
Located in the centre of Oxford, the citizens advice bureau offers self help and assisted information. A free confidential advice service including signposting, generalist and specialist casework for client’s city wide. Funding was awarded to ....more
National Lottery Community Fund - Oxford Stronger Together - building resilience with people in crisis
£496,634 03/03/2016
60
A new project to support people currently in hardship crisis, or at risk, primarily through the issues of housing, homelessness, physical and mental health, debt and unemployment by providing an effective service of advocacy and advice in order to ....more
National Lottery Community Fund - Oxford Advice Agencies - Stronger Together
£232,994 19/04/2013
37
The aim of this new project is to provide an integrated network of advice agencies in the Oxford area. It will also aim to improve the understanding of customer needs and develop methods of early intervention to help clients to help themselves, ....more
Lloyds Bank Foundation - Grant to CAB Oxford
£25,700 30/04/2012
salaries core costs and volunteer costs related to providing an outreach and referral service for older people
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 56-76
  • DANIELLE ROSEMARY ROWE (Chair) Appointed: 2022, Occupation: Legal Director
  • DAVID BETTS Appointed: 2022, Occupation: Retired
  • IAIN DOUGLAS HAMILTON LAPPIN-SMITH Appointed: 2023, Occupation: Banker
  • JAMES RICHARD HEYWOOD Appointed: 2020, Occupation: Retired Company Director
  • JONATHAN PYM Appointed: 2017, Occupation: Accountant
  • MADELINE LAXTON Appointed: 2021, Occupation: Director
  • SOPHIE BROOKS Appointed: 2021, Occupation: Founder
Legal constitution
  • Charitable company registered in England & Wales on 25/06/1997, number: 1063068
  • Registered at Companies House on 10/03/1997, number: 03330267
Gift Aid
  • NOT 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
  • 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
  • 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; AR16: 1 days late, AR08: 13 days late, AR07: 142 days late, AR05: 1 days late,
Main office

Wesley Memorial Hall
New Inn Hall Street
Oxford
OX1 2DH

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 OXFORD AND SURROUNDING AREAS

Defined Area of Benefit:

OXFORD DISTRICT COUNCIL

Data Sources

Charity Commission for England and Wales
360 Giving

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