Finance Score: 10
Governance Score: 9
Support Score: 10
  • Strong growth: +2
  • Fundraising costs low: +3
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 29 ?

CITIZENS ADVICE ELMBRIDGE (WEST)

Walton Weybridge & Hersham Citizens Advice Bureaux promotes any charitable purpose for the benefit of the community of those areas and surrounding areas by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress. The service is delivered witin the aims and principles of the National Association of Citizens Advice Bureau.
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
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and 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
  • Over half the Board have joined recently

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£919£863£56£0£342£2283.22740
31/03/22£874£781£94£0£286£19732754
31/03/21£620£600£20£0£192£14832052
31/03/20£452£443£9n/an/an/an/an/an/a
31/03/19£457£454£3n/an/an/an/an/an/a
31/03/18£426£414£12n/an/an/an/an/an/a
31/03/17£359£382£-23n/an/an/an/an/an/a
31/03/16£376£370£7n/an/an/an/an/an/a
31/03/15£363£333£30n/an/an/an/an/an/a
31/03/14£317£309£9n/an/an/an/an/an/a
31/03/13£283£282£1n/an/an/an/an/an/a
31/03/12£271£258£13n/an/an/an/an/an/a
31/03/11£314£276£39n/an/an/an/an/an/a
31/03/10£314£276£39n/an/an/an/an/an/a
31/03/09£266£230£35n/an/an/an/an/an/a
31/03/08£202£216£-13n/an/an/an/an/an/a
31/03/07£242£213£29n/an/an/an/an/an/a
31/03/06£186£183£3n/an/an/an/an/an/a
31/03/05*£146£137£9n/an/an/an/an/an/a
31/03/04*£146£137£9n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 62%
Liabilities/Income: 60%
Unrestricted Funds/Total Funds: 67%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.5
Asset Split ?
Balance Sheet History
Established: 22 years

www.caew.org.uk

enquiries@caew.org.uk

01932248660

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Surrey,
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
National Lottery Community Fund£384,800
Henry Smith Charity£144,500
Community Foundation for Surrey£101,000
DCMS£45,186
Postcode Society Trust£25,000
Lloyds Bank Foundation£13,550
Specific Donations
Amount When
Months
To be used for
Community Foundation for Surrey - Improving Access to Money Advice
£10,000 29/02/2024
11.741935483871
Funding to cover advisors costs in an organisation providing money and debt advice to the local community.
National Lottery Community Fund - Young Citizens Advice
£254,800 21/06/2023
Funding will be put towards young people’s advice in Weybridge Walton on Thames and Hersham Surrey. This includes workshops and outreach to young people aged 16-24 to increase financial literacy understanding of rights and responsibilities and ....more
Henry Smith Charity - Grant to Citizens Advice Elmbridge (West)
£144,500 11/05/2023
36
towards three years' continuation funding of the running costs of the 'Domestic Abuse Volunteer Project' providing emotional and practical support for those affected by domestic abuse in North Surrey.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Citizens Advice Elmbridge (West)
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Postcode Society Trust - Building Volunteer Resource - Alleviating Poverty in the Cost of Living Crisis
£25,000 27/08/2022
The funding meant we could recruit and train more volunteer advisers to support more people in need through the cost of living crisis.
Community Foundation for Surrey - Increasing Debt Advice Capacity for Domestic Abuse Survivors
£10,000 02/02/2022
11
Funding to provide additional debt advisor support to survivors of domestic abuse in Elmbridge, Epsom & Ewell and Spelthorne.
Walton Charity - CAEW Delegated Fund
£5,000 24/05/2021
Providing a delegated fund for individuals or families who are going through financial difficulties
Community Foundation for Surrey - Funding for a Complex Needs Specialist Caseworker to support people in Elmbridge
£20,000 06/05/2021
11
Funding for a Complex Needs Specialist Caseworker to support people in Elmbridge
Community Foundation for Surrey - +65's Outreach development - GP referrals > GP outreach and client home visits
£10,000 04/05/2021
11
To increase CAB outreach services to people aged 65+ in Elmbridge.
National Lottery Community Fund - Young Citizens Advice
£120,000 15/03/2021
24
This grant will allow the group to pilot a ‘young citizens advice’ service to provide support advice and volunteer opportunities for young people. This will reach the most vulnerable young people including carers young parents and care leavers. ....more
Community Foundation for Surrey - Skills for Change Course (Helping DA Survivors Back to Work or Vocational Retraining Schemes)
£5,000 22/01/2021
Skills for Change Course (helping domestic abuse survivors back to work or vocational retraining schemes)
Community Foundation for Surrey - Young Citizens Advice
£10,000 15/12/2020
Funding to develop a Citizens Advice service targeting and engaging young people.
DCMS - Coronavirus Community Support Fund
£41,686 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
Community Foundation for Surrey - COVID19 - Advice and support
£3,500 27/08/2020
Funding toward the purchase of 10 laptops for use by newly recruited volunteer advisers working from home.
DCMS - VSCE CMC Fund
£3,500 27/08/2020
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 and small organisations who can provide an ....more
Community Foundation for Surrey - COVID19 - Advice and support
£17,500 28/07/2020
11
Funding for a new Volunteer Recruitment and Training Manager to build capacity to match the demand following the COVID-19 pandemic
Lloyds Bank Foundation - Variation grant to Citizens Advice Elmbridge (West)
£11,300 23/07/2020
Grant to Citizens Advice Elmbridge (West) meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
National Lottery Community Fund - COVID-19 Capacity Building Training Project
£10,000 22/05/2020
11
The funding will be used to recruit a dedicated volunteer training manager. The project aims to recruit and train new volunteers to support the increased demand for Citizens Advice services during the current coronavirus pandemic.
Community Foundation for Surrey - Covid 19 Response - Advice and support
£5,000 01/04/2020
Funding toward the purchase of equipment to allow a team, based in Elmbridge, that offer specialist legal advice to work from home, during the COVID-19 pandemic.
Community Foundation for Surrey - Skills for Change Course
£10,000 17/12/2019
9
Skills for Change Course (helping domestic abuse survivors back to work or vocational retraining schemes)
Community Foundation for Surrey - Community Engagement Project
£9,597 11/11/2019
11
Outreach posts to make Citizens Advice services more accessible to older people and those with mental health issues.
Henry Smith Charity - Grant to Citizens Advice Elmbridge (West)
£90,000 11/09/2019
36
towards three years' running costs of a domestic abuse volunteer project, providing emotional and practical support to those affected by domestic abuse in North Surrey
Community Foundation for Surrey - Citizens Advice Elmbridge West - Strategic IT Operations Overhaul Project
£14,840 30/07/2019
6
Implementation of an integrated IT system incorporating printing and telephony.
Lloyds Bank Foundation - Grant to Citizens Advice Elmbridge (West)
£72,641 18/10/2018
36
The charity is requesting funding for the salary of a domestic abuse support hub coordinator to improve its efficiency in triaging and supporting clients initially, improve referral routes to other support and to develop additional support services
Community Foundation for Surrey - North Surrey Domestic Abuse Volunteer Project
£14,136 25/01/2018
11
Extension of a volunteer project to support victims of domestic abuse.
Lloyds Bank Foundation - Grant to CAB - Walton, Weybridge & Hersham
£34,000 17/08/2012
the salary and on-costs of the part time Domestic Abuse Outreach Worker, staff expenses, premises, office and management costs
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 39-71
  • AMELIA BERRIMAN Appointed: 2022, Occupation: Management Consultant
  • DARRELL HULLS Appointed: 2019, Occupation: Computer Consultant
  • DAVID WALKER-SMITH Appointed: 2021, Occupation: Banker
  • DAVINA HENDERSON Appointed: 2023, Occupation: Senior Principal Policy Advisor
  • FIONA CARON LUCAS Appointed: 2023, Occupation: Retired
  • NATASHA PITCHACAREN Appointed: 2022, Occupation: Chartered Accountant
  • RICHARD JAMES WILLIAMS Appointed: 2023, Occupation: Company Director
  • ROSINA KOSTIANI Appointed: 2024, Occupation: Professional Hiring Lead
  • TERENCE GALE (Chair) Appointed: 2021, Occupation: Chartered Accountant
  • TERESA ANN STYANT Appointed: 2024, Occupation: Solicitor
  • THOMAS WILLIAM BUTLER Appointed: 2020, Occupation: Finance Director
Legal constitution
  • Charitable company registered in England & Wales on 03/10/2002, number: 1094025
  • Registered at Companies House on 13/02/2002, number: 04372959
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR05: 1 days late, AR04: 1 days late,
Recent reorganisation events:
  • Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022
Main office

EMBRIDGE COMMUNITY HUB
THE OLD SCHOOL HOUSE
72 HIGH STREET
WALTON-ON-THAMES
SURREY
KT12 1BU

Objectives

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 ELMBRIDGE EPSOM, EWELL, SPELTHORNE AND SURROUNDING AREAS.

Defined Area of Benefit:

ELMBRIDGE EPSOM, EWELL, SPELTHORNE AND SURROUNDING AREAS.

Data Sources

Charity Commission for England and Wales
360 Giving

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