Finance Score: -3

Governance Score: 3

Support Score: 3

Volatile income: -3
No PartB

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 3

PRESTON AND DISTRICT CITIZENS ADVICE BUREAU

To provide free confidential impartial advice, assistance and information to the communitires of Preston and District regardless of gender, sexuality, marital status, religion, race and disability. The Bureau provides a generalist service from its main Bureau in Birley Street, outreach advice services at 11 community based sites and specialist money advice.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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		£256	£253	£3	n/a	n/a	n/a	n/a	n/a	6
31/03/22		£349	£318	£30	n/a	n/a	n/a	n/a	n/a	5
31/03/21		£332	£315	£17	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£284	£275	£8	n/a	n/a	n/a	n/a	n/a	26
31/03/19		£227	£224	£4	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£229	£261	£-32	£0	£0	£0	n/a	0	0
31/03/17		£233	£265	£-31	£0	£0	£0	n/a	0	0
31/03/16		£317	£304	£13	£0	£0	£0	n/a	0	0
31/03/15		£265	£289	£-25	£0	£0	£0	n/a	0	0
31/03/14		£265	£289	£-25	£0	£0	£0	n/a	0	0
31/03/13		£314	£334	£-20	£0	£0	£0	n/a	0	0
31/03/12		£340	£356	£-15	£0	£0	£0	n/a	0	0
31/03/11		£394	£338	£55	£0	£0	£0	n/a	0	0
31/03/10		£384	£320	£64	£0	£0	£0	n/a	0	0
31/03/09		£265	£241	£25	£0	£0	£0	n/a	0	0
31/03/08		£245	£244	£1	£0	£0	£0	n/a	0	0
31/03/07	*	£198	£205	£-7	£0	£0	£0	n/a	0	0
31/03/06		£201	£210	£-8	£0	£0	£0	n/a	0	0
31/03/05		£198	£206	£-8	£0	£0	£0	n/a	0	0
31/03/04	*	£225	£211	£14	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 22 years

01772 883693

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
6 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
National Lottery Community Fund - Tackling Poverty and Digital Exclusion
£10,000	08/02/2017 12	The funding will be used to run a digital and financial inclusion project for vulnerable people in the local community. The project aims to support people living in financial hardship or who are ....more The funding will be used to run a digital and financial inclusion project for vulnerable people in the local community. The project aims to support people living in financial hardship or who are experiencing problems due to welfare reform and social change. The charity does this by developing bespoke IT packages with access to online resources and support, as well as a training programme and toolkit for their volunteers.
National Lottery Community Fund - Promoting Community Resilience
£343,100	19/04/2013 24	The aim of this new project will see Preston and District CAB (PDCAB) the lead of a partnership of 5 organisations build lasting welfare benefit, housing, employment and debt advice services ....more The aim of this new project will see Preston and District CAB (PDCAB) the lead of a partnership of 5 organisations build lasting welfare benefit, housing, employment and debt advice services throughout the most deprived wards of Preston. It will build on advice services creating a solid community-based foundation of advice and support, helping local residents negotiate and cope with existing difficulties and the introduction of the new welfare reform, legal aid and anti-poverty agendas.
Lloyds Bank Foundation - Grant to Preston & District Citizens Advice Bureau
£20,000	28/03/2013	the role of a Generalist Advice Session Supervisor/ Trainer is to support volunteer generalist advisers within the main bureau and at various outreach venues throughout the Preston district

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-86

JUDI PEARSON Appointed: 2022, Occupation: Retired

PHILIP HERBERT MATTHEW CROWE COUNCILLOR Appointed: 2019

SHIRLEY PIGGOTT Appointed: 2022, Occupation: Retired

DR WILLIAM DERMOT SHANNON Appointed: 2019, Other trusteeships: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY, INGOL AND TANTERTON COMMUNITY TRUST LIMITED, TANTERTON VILLAGE CENTRE LIMITED, MORECAMBE BAY PARTNERSHIP,

JENNIFER MOORE Appointed: 2019, Occupation: Company Director

JOANNE ELAINE BARKER Appointed: 2019, Occupation: Company Director

PAUL WOODBURN (Chair) Appointed: 2004, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 16/07/2002, number: 1092972
Registered at Companies House on 09/01/2002, number: 04349637

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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: 20 days late, AR04: 1 days late,

Main office

TOWN HALL ANNEXE
BIRLEY STREET PRESTON LANCASHIRE
PR2 3HU

Objectives

THE CHARITY’S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OFHEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN PRESTON & DISTRICT AND SURROUNDING AREAS.

Defined Area of Benefit:

THE COMMUNITY IN PRESTON AND DISTRICT AND SURROUNDING AREAS

Data Sources