Finance Score: 5

Governance Score: 0

Support Score: 9

Liabilities <10%: +3
Strong growth: +2

Narrow trustee age band: -2
Dynamic board: +3
Mainly female board: -1

Overall weighted support: +9

Overall GiG Score: 14

CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD

To provide information, advice, assistance and representation to anyone on a range of issues, including welfare benefits, debt, housing, employment, relationship, consumer and legal. To exert a responsible influence on the development of policies locally and nationally.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female
The Board has little diversity in terms of age

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		£1,057	£915	£142	£0	£601	£470	6.2	34	43
31/03/22		£837	£805	£32	£0	£460	£420	6.3	33	43
31/03/21		£936	£890	£47	£0	£255	£233	3.1	29	48
31/03/20		£318	£293	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£250	£236	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£270	£231	£40	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£215	£207	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£160	£161	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£134	£124	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£114	£111	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£108	£97	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£114	£110	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£310	£250	£60	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£285	£278	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£258	£257	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£136	£135	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£112	£102	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£102	£102	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£89	£86	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£96	£97	£-2	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: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 7.2

Asset Split ?

Balance Sheet History

Established: 27 years

http://www.edpcitizensadvice.org.uk

helen.goldsack@edpcitizensadvice.org.uk

01929551875

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
General Charitable Purposes

GiG Classification

Legal & financial advice

How it operates

Provides advocacy/advice/information

Where it operates

Dorset,

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

Dorset Community Foundation	£178,185
Henry Smith Charity	£150,300
Quartet Community Foundation	£61,172
National Lottery Community Fund	£10,000

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Citizens Advice in East Dorset and Purbeck
£11,400	26/05/2023	As directed by the donor towards debt advice work.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£10,500	20/03/2023	To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£26,250	06/02/2023	To be used to distribute Surviving Winter grants as per the letter of agreement.
Quartet Community Foundation - Grant to Citizens Advice in East Dorset and Purbeck
£42,212	10/01/2023	As advised by donor towards debt advice.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£21,000	06/01/2023	To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£6,510	08/12/2022	To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£15,750	16/11/2022	To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£27,050	13/09/2022	To be used to distribute Surviving Winter grants as per the letter of agreement.
Quartet Community Foundation - Grant to Citizens Advice in East Dorset and Purbeck
£2,160	09/06/2022	As advised by donor towards debt advice.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£30,750	14/01/2022	To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£15,375	17/11/2021	To distribute Surviving Winter Grants of £200 to households experiencing fuel poverty
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£25,000	31/08/2021	To distribute Surviving Winter Grants of £200 to households experiencing fuel poverty
Quartet Community Foundation - Grant to Purbeck Citizens Advice
£5,400	18/06/2020	As advised by donor
Henry Smith Charity - Grant to Purbeck Citizens Advice Bureau
£150,300	10/06/2020 36	towards three years' running costs of Moving On2, a project to provide information, support and advice for households to achieve, or prevent loss of, suitable accommodation in Purbeck
National Lottery Community Fund - Volunteer Up
£10,000	22/04/2020 8	Funding will be used to increase the number of volunteer advisers. It will deliver a recruitment drive 16 weekly training sessions shadowing of existing volunteers and offer advice on health and finance to more than 600 people to improve their lives.
Quartet Community Foundation - Future Proof Youth
£5,000	24/09/2019 18	Money skills and awareness programme for young people in the Purbeck area.
National Lottery Community Fund - Financial Capability Training
£9,960	17/08/2018 12	The funding will be used to run a series of educational workshops. The project aims to teach young people the importance of budgeting and help them make better financial decisions.
Co-Operative Group - Grant to Citizens Advice Purbeck
£8,661	29/11/2017	We need to fund the additional costs associated with visiting people in their homes.
Lloyds Bank Foundation - Grant to CAB - Purbeck
£74,279	24/11/2016 36	To fund targeted casework support for people who are homeless or are at risk of homelessness.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-80

ALAN BREAKWELL Appointed: 2021, Occupation: Retired

BARBARA MANUEL Appointed: 2021, Occupation: Retired

CAROLE ANNE CHEDGY Appointed: 2021, Occupation: Retired

GINETTE BOYD Appointed: 2019, Occupation: Retired

MICHELLE FULLER Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 03/03/1998, number: 1068414
Registered at Companies House on 13/02/1998, number: 03510199

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
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; AR07: 33 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from EAST DORSET CITIZENS ADVICE BUREAUX on 02/03/2023

Main office

MILL LANE
WAREHAM
BH20 4RA

Objectives

THE CHARITY’S OBJECTS ARE 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 FOR THE BENEFIT OF THE COMMUNITY THROUGHOUT ENGLAND AND WALES.?

Defined Area of Benefit:

PURBECK

Data Sources

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