Finance Score: 9

Governance Score: 4

Support Score: 6

Liabilities <10%: +3
Good reserves management: +3
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 19

TAX VOLUNTEERS

The provision of tax advice and related services to those that are unable to pay professional fees, in particular the elderly. To carry out research into the impact of taxation on the poor and to educate the public on those and related issues.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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:

The Board has little diversity in terms of age

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	£767	£781	£-14	£39	£453	£440	6.8	23	200
31/03/22	£688	£648	£40	£37	£467	£466	8.6	24	400
31/03/21	£870	£738	£133	£56	£427	£426	6.9	16	319
31/03/20	£826	£819	£7	£53	£294	£289	4.2	23	420
31/03/19	£1,010	£951	£59	£73	£287	£241	3	17	430
31/03/18	£903	£893	£10	£50	£228	£199	2.7	18	0
31/03/17	£802	£811	£-9	£93	£219	£214	3.2	18	0
31/03/16	£675	£773	£-98	£52	£227	£210	3.3	23	0
31/03/15	£835	£748	£87	£66	£325	£299	4.8	21	0
31/03/14	£765	£587	£178	£57	£238	£188	3.8	18	0
31/03/13?	£655	£667	£-12	£63	£61	£32	0.6	16	0
31/12/11	£457	£453	£5	£0	£0	£0	n/a	0	0
31/12/10	£304	£336	£-33	£0	£0	£0	n/a	0	0
31/12/09	£302	£287	£16	£0	£0	£0	n/a	0	0
31/12/08	£236	£276	£-41	£0	£0	£0	n/a	0	0
31/12/07	£331	£231	£100	£0	£0	£0	n/a	0	0
31/12/06	£188	£179	£10	£0	£0	£0	n/a	0	0
31/12/05	£105	£114	£-9	£0	£0	£0	n/a	0	0
31/12/04	£80	£60	£20	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.1%
Fundraising Costs/Total Spending: 5%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 8.6

Asset Split ?

Established: 20 years

www.taxvol.org.uk

taxvol@taxvol.org.uk

01308488066

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Technical, vocational and continuing education

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

23 employees
200 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
HM Revenue & Customs - HMRC Grant Funding
£270,000	01/04/2021	Supporting HMRC customers who need extra help accessing HMRC services
HM Revenue & Customs - HMRC Grant Funding
£270,000	01/04/2020	Supporting HMRC customers who need extra help accessing HMRC services
HM Revenue & Customs - HMRC Grant Funding
£314,160	01/04/2019	Supporting HMRC customers who need extra help accessing HMRC services
HM Revenue & Customs - HMRC Grant Funding
£340,000	01/04/2018	To provide advice and support to people who need extra help understanding and complying with their obligations and claiming their entitlements. To assist customers who are currently digitally ....more To provide advice and support to people who need extra help understanding and complying with their obligations and claiming their entitlements. To assist customers who are currently digitally excluded to build their confidence and capability to use HMRCs online services for themselves.
HM Revenue & Customs - HMRC Grant Funding
£340,000	01/04/2017	To provide advice and support to people who need extra help understanding and complying with their obligations and claiming their entitlements. To assist customers who are currently digitally ....more To provide advice and support to people who need extra help understanding and complying with their obligations and claiming their entitlements. To assist customers who are currently digitally excluded to build their confidence and capability to use HMRC?s online services for themselves.
City Bridge Trust - Grant to Tax Volunteers
£2,850	15/05/2014	£2,850 for one year towards Tax Volunteers for home visits to Londoners aged over 75 years.
Dulverton Trust - the national volunteer network development project
£48,000	19/06/2013	the national volunteer network development project
Esmee Fairbairn - Grant to Tax Volunteers
£86,728	09/05/2012	Towards the costs of expanding a service that provides help to older people in financial difficulty who are experiencing tax-related problems.
Nationwide Foundation - Grant to Tax Volunteers
£5,000	24/03/2011	Costs of providing tax help for older people via financial and tax surgeries or home visits to isolated clients.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 57-74

ANGELA MARIE CULLIMORE-TODD Appointed: 2022, Occupation: Managing Director

GARY JOHN JONES Appointed: 2022, Occupation: Charity Consultant

JOANNA CLARE WAKEMAN Appointed: 2023, Occupation: Retired

ANNA MOLLETT (Chair) Appointed: 2019, Occupation: Retired Chartered Accountant, Other trusteeship: ELIZA, COUNTESS OF DERBY,

CRAIG STEWART MUIR Appointed: 2017, Occupation: Partner

JOHN GRESHAM WHITEHEAD Appointed: 2017, Occupation: Chartered Accountant, Other trusteeship: THE PINNER ROTARY CLUB TRUST FUND,

PENELOPE ANN HAMILTON Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 24/02/2004, number: 1102276
Registered at Companies House on 10/09/2003, number: 04894491

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; all on time

Main office

Unit 10 Pineapple Business Park
Salway Ash
Bridport
Dorset
DT6 5DB

Objectives

1. THE RELIEF OF POVERTY BY THE PROVISION OF FREE TAXATION ADVICE AND ASSISTANCE TO PERSONS WHO FOR REASONS OF POVERTY WOULD OTHERWISE BE UNABLE TO OBTAIN SUCH ADVICE OR ASSISTANCE; AND2. THE ADVANCEMENT OF EDUCATION IN THE ADMINISTRATION AND PRACTICE OF TAXATION AND THE PRINCIPLES OF ECONOMICS AND POLITICAL SCIENCE IN RELATION TO TAXATION FOR THE BENEFIT OF THE PUBLIC.

Defined Area of Benefit:

NATIONAL

Data Sources