Finance Score: 3

Governance Score: 5

Support Score: 6

Good reserves management: +3
Strong growth: +2
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Overall weighted support: +6

Overall GiG Score: 14

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
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

Regulatory & Governance issues to consider:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

Income was lower than spending in the latest year

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		£1,623	£1,806	£-183	£0	£837	£837	5.6	42	40
31/03/22		£1,620	£1,478	£143	£0	£1,021	£1,021	8.3	51	30
31/03/21		£2,022	£1,788	£234	£0	£878	£878	5.9	54	25
31/03/20		£1,968	£1,928	£40	£0	£644	£644	4	62	33
31/03/19		£912	£899	£13	£0	£604	£604	8.1	35	30
31/03/18	*	£895	£950	£-55	£0	£592	£592	7.5	26	0
31/03/17		£850	£903	£-53	£0	£647	£647	8.6	30	0
31/03/16	*	£941	£905	£36	£0	£699	£699	9.3	30	0
31/03/15	*	£1,009	£1,010	£-1	£0	£664	£8	0.1	41	0
31/03/14	*	£1,069	£1,122	£-53	£6	£664	£657	7	37	0
31/03/13		£1,317	£1,378	£-61	£19	£718	£716	6.2	52	0
31/03/12		£1,149	£1,317	£-168	£10	£779	£779	7.1	46	0
31/03/11		£1,269	£1,279	£-9	£9	£947	£702	6.6	45	0
31/03/10		£1,327	£1,137	£191	£1,137	£956	£733	7.7	43	0
31/03/09		£1,207	£1,002	£205	£0	£766	£500	6	36	0
31/03/08		£1,004	£867	£137	£0	£561	£347	4.8	33	0
31/03/07		£773	£740	£33	£0	£424	£250	4.1	20	0
31/03/06		£700	£686	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£706	£685	£21	n/a	n/a	n/a	n/a	n/a	n/a

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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: 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 ?

Balance Sheet History

Established: 21 years

www.cabb.org.uk

officerteam@cabb.org.uk

01204 357110

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Bolton, Bury,

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

Home Office	£200,000
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 operate, thereby reducing the burden on public ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
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 beyond this date. This support could be provided ....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
£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 their Scheme application by 30 June 2021. This ....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.
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 services & outcomes for clients. The project will ....more 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 services & outcomes for clients. The project will focus on partnership working with Bolton Council and Public Health and will link advice organisations and early intervention service provision within Bolton. Work will build upon the existing Public Health 'Staying Well' project.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 25-83

ANTHONY CONNELL Appointed: 2004, Occupation: Retired

ARIF PIRBHAI Appointed: 2013, Occupation: None

DANIEL O'BRIEN Appointed: 2024, Occupation: Network Lead (Charity Sector)

DAVID GORTON Appointed: 2024, Occupation: Consultant

JAMIE WALKER (Chair) Appointed: 2023, Occupation: Transformation Lead

LAUREN CONHEENEY Appointed: 2023, Occupation: Civil Servant

LEIGH VALLANCE Appointed: 2014, Occupation: Ceo

MARK ASCROFT Appointed: 2024, Occupation: Director

MICHAEL WALKER Appointed: 2021, Occupation: None

PATRICK HENEGHAN Appointed: 2019, Occupation: Retired

ROBERT TYZZER Appointed: 2023, Occupation: Civil Servant

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

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