Finance Score: 2

Governance Score: 9

Support Score: 6

Strong growth: +2

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

Grant maker support: +6

Overall GiG Score: 17

SOUTHAMPTON CITIZENS ADVICE BUREAU

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 Southampton City and surrounding areas

Analysis by Giving is Great

Positives:

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 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 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		£1,172	£1,177	£-5	£0	£342	£342	3.5	27	32
31/03/22		£1,178	£1,188	£-10	£0	£348	£348	3.5	29	59
31/03/21	*	£1,144	£1,073	£71	£0	£358	£302	3.4	21	65
31/03/20		£971	£942	£29	£0	£287	£231	2.9	15	65
31/03/19		£809	£790	£19	£0	£257	£152	2.3	17	60
31/03/18		£460	£452	£9	£0	£0	£0	n/a	0	0
31/03/17		£402	£410	£-9	£0	£0	£0	n/a	0	0
31/03/16		£553	£544	£9	£0	£238	£167	3.7	18	0
31/03/15		£466	£467	£-2	£0	£0	£0	n/a	0	0
31/03/14		£358	£360	£-2	£0	£0	£0	n/a	0	0
31/03/13		£343	£300	£43	£0	£0	£0	n/a	0	0
31/03/12		£355	£341	£14	£0	£0	£0	n/a	0	0
31/03/11		£373	£378	£-6	£0	£0	£0	n/a	0	0
31/03/10		£391	£361	£30	£0	£0	£0	n/a	0	0
31/03/09		£396	£380	£16	£0	£0	£0	n/a	0	0
31/03/08		£408	£377	£31	£0	£0	£0	n/a	0	0
31/03/07		£381	£362	£18	£0	£0	£0	n/a	0	0
31/03/06		£395	£358	£37	£0	£0	£0	n/a	0	0
31/03/05		£380	£363	£17	£0	£0	£0	n/a	0	0
31/03/04		£375	£362	£13	£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: 28%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Established: 22 years

citizensadvicesouthampton.org.uk

chiefofficer@sotoncab.org.uk

02380223659

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Hampshire, Southampton City,

Who it helps

The General Public/Mankind

Who works here?

27 employees
32 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.

Major supporters in last 5 years

Home Office	£162,698
Access to Justice Foundation	£49,596
National Lottery Community Fund	£9,950

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - The Scale Up Club
£9,950	21/10/2022	The funding will be used to run weekend and school holiday workshops to help children aged 11-14 learn and develop softer life skills lost during the pandemic. This project aims to help children ....more The funding will be used to run weekend and school holiday workshops to help children aged 11-14 learn and develop softer life skills lost during the pandemic. This project aims to help children achieve their potential sooner build stronger relationships across the community and educate families on how to relate and communicate with their children.
Home Office - EU Settlement Grant Scheme Funding
£82,150	01/04/2021	This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support ....more This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office. The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021 and continuing support is available beyond this date.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£49,596	28/08/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
Home Office - EU Settlement Grant Scheme Funding 21/22
£80,548	01/04/2020	This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support ....more This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided through a
Home Office - EU Settlement Grant Scheme Funding 2019-20
£78,771	01/04/2019	This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make ....more This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make their Scheme application by 30 June 2021. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance to help them make their Scheme application no later than 30 June 2021. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office.The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021.
Quartet Community Foundation - Grant to Southampton Citizens Advice Bureau
£7,090	01/12/2017	Towards laptops, tablets and a printer/scanner for volunteers at a Citizens Advice Bureau.
National Lottery Community Fund - @Southampton (Advice Transformed Southampton)
£344,017	19/04/2013 25	This new project will see Southampton citizens advice bureau lead a nine member partnership 'Southampton Advice Services Alliance' (SASA),which aims to increase access to advisory services and ....more This new project will see Southampton citizens advice bureau lead a nine member partnership 'Southampton Advice Services Alliance' (SASA),which aims to increase access to advisory services and improve the client experience from crisis point to final outcome.

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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: 48-79

ANITA ELIZABETH SMITH Appointed: 2021, Occupation: Retired

CLAIRE PEMBROKE-BURN Appointed: 2023, Occupation: Senior Manager

DR TRAUTE MEYER Appointed: 2014, Occupation: University Lecturer

LISA CLAIRE GODDARD Appointed: 2022, Occupation: Mental Health Worker

PETER ROBERTSON Appointed: 2022, Occupation: Sales Director

RICHARD JENKINS Appointed: 2023, Occupation: Retired

SARAH LOCKWOOD Appointed: 2024, Occupation: Retired

JOHN GRAHAM YATES (Chair) Appointed: 2016, Occupation: Retired

MARK SATCHELL Appointed: 2014, Occupation: Nhs Commissioner, Other trusteeship: HAMPSHIRE NEUROLOGICAL ALLIANCE,

Legal constitution

Charitable company registered in England & Wales on 03/09/2002, number: 1093678
Registered at Companies House on 11/03/2002, number: 04391330

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR21: 2 days late,

Main office

14-15 Brunswick Place
Southampton
SO15 2AQ

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE CITY OF SOUTHAMPTON ('THE AREA OF BENEFIT') BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

CITY OF SOUTHAMPTON

Data Sources