Overall GiG Score: 15 ?
Finance Score: 3
Governance Score: 6
Support Score: 6
  • Good reserves management: +3
  • Strong growth: +2
  • Deficit latest year: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +6

CITIZENS ADVICE BURY AND BOLTON LIMITED 

Citizens Advice Bury and Bolton aims to provide free, confidential, impartial and independent adviceand information for the benefit of the local community, to exercise a responsible influence on the development of social policies and services and to ensure individuals do not suffer through lack of knowledge or aninability to express their needs effectively
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years, despite a decline more recently
  • 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 dynamic in terms of composition

Financial issues to consider:

  • Income was lower than spending in the latest year
Established: 20 years

www.cabb.org.uk

officerteam@cabb.org.uk

01204 357110

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£1,623£1,806£-183£0£837£8375.64240
31/03/22£1,620£1,478£143£0£1,021£1,0218.35130
31/03/21£2,022£1,788£234£0£878£8785.95425
31/03/20£1,968£1,928£40£0£644£64446233
31/03/19£912£899£13£0£604£6048.13530
31/03/18*£895£950£-55£0£592£5927.5260
31/03/17£850£903£-53£0£647£6478.6300
31/03/16*£941£905£36£0£699£6999.3300
31/03/15*£1,009£1,010£-1£0£664£80.1410
31/03/14*£1,069£1,122£-53£6£664£6577370
31/03/13£1,317£1,378£-61£19£718£7166.2520
31/03/12£1,149£1,317£-168£10£779£7797.1460
31/03/11£1,269£1,279£-9£9£947£7026.6450
31/03/10£1,327£1,137£191£1,137£956£7337.7430
31/03/09£1,207£1,002£205£0£766£5006360
31/03/08£1,004£867£137£0£561£3474.8330
31/03/07£773£740£33£0£424£2504.1200
31/03/06£700£686£14£0£0£0n/a00
31/03/05*£706£685£21£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 5.1
Asset Split ?
What it does
  • General Charitable Purposes
Who works here?
  • 42 employees
  • 40 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Bolton, Bury,

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£618,700
DCMS£90,000
Access to Justice Foundation£74,672
CAF£2,500
Specific Donations
Amount When
Months
To be used for
Access to Justice Foundation - Community Justice Fund Wave Three
£14,672 22/11/2022
Wave three of the Community Justice Fund aims to support organisations delivering social welfare advice services to people most impacted by the cost-of-living crisis.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£60,000 19/08/2020
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
DCMS - Coronavirus Community Support Fund
£90,000 29/07/2020
"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 ....more
CAF - Grant to Citizens Advice Bury and Bolton
£2,500 29/05/2020
3
Grant to Citizens Advice Bury and Bolton to support the organisation through COVID19
Home Office - EU Settlement Grant Scheme Funding 21/22
£200,000 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
Home Office - EU Settlement Grant Scheme Funding 2019-20
£418,700 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
National Lottery Community Fund - Modernising Advice and Partnerships Project (MAPP)
£323,170 19/04/2013
24
This new project will see Bolton and District Citizens Advice Bureau (BDCAB) lead a partnership of four organisations to develop an effective collaboration to improve service delivery, integrated ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed

Age Range of Trustees: 24-82
  • JAMIE WALKER (Chair) Appointed: 2023, Occupation: Transformation Lead
Legal constitution
  • Charitable company registered in England & Wales on 08/03/2004, number: 1102536
  • Registered at Companies House on 30/01/2004, number: 05030345
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
  • 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
19 returns made; AR18: 1 days late, AR16: 2 days late, AR15: 2 days late, AR14: 2 days late, AR05: 2 days late,
Recent reorganisation events:
  • Asset transfer in from BURY DISTRICT CITIZENS ADVICE BUREAUX SERVICE on 30/03/2020
Main office

Mr Jamie Walker
Unit 1 - Victoria Plaza
Oxford Street
Bolton
BL1 1RD

Objectives

THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: 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 BURY AND BOLTON AND SURROUNDING AREAS.

Defined Area of Benefit:

BOLTON

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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