Finance Score: 3

Governance Score: 3

Support Score: 0

Good reserves management: +3

Good trustee age range: +3

No supporters identified

Overall GiG Score: 6

BEDWORTH, RUGBY AND NUNEATON CITIZENS ADVICE BUREAU

The bureau operates in Nuneaton, Bedworth and Rugby and the surrounding areas of Warwickshire to provide free, confidential, impartial and independent generalist advice on most subjects. The bureau also undertakes social policy campaign work and financial capability training for community groups and individuals.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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

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		£1,073	£1,046	£27	£0	£628	£628	7.2	32	65
31/03/22		£1,180	£1,084	£96	£0	£601	£601	6.7	33	52
31/03/21		£1,041	£1,014	£27	£0	£505	£470	5.6	34	55
31/03/20		£1,032	£1,033	£-1	£0	£478	£478	5.6	31	70
31/03/19		£1,135	£1,046	£89	£0	£479	£476	5.5	30	87
31/03/18		£945	£969	£-24	£0	£390	£386	4.8	27	0
31/03/17		£994	£938	£56	£0	£393	£389	5	26	0
31/03/16		£896	£936	£-40	£0	£365	£360	4.6	23	0
31/03/15		£925	£890	£35	£8	£405	£400	5.4	21	0
31/03/14		£879	£859	£20	£7	£370	£364	5.1	24	0
31/03/13		£802	£924	£-122	£19	£350	£6	0.1	18	0
31/03/12		£855	£918	£-62	£7	£472	£416	5.4	20	0
31/03/11		£1,175	£1,019	£157	£7	£534	£352	4.1	15	0
31/03/10		£1,011	£928	£84	£7	£377	£315	4.1	24	0
31/03/09		£812	£801	£11	£8	£294	£293	4.4	18	0
31/03/08		£649	£633	£17	£8	£282	£282	5.3	18	0
31/03/07	*	£412	£406	£6	£0	£0	£0	n/a	0	0
31/03/06		£332	£298	£34	£0	£0	£0	n/a	0	0
31/03/05	*	£173	£167	£6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.8

Asset Split ?

Established: 20 years

www.brancab.org.uk

info@brancab.org.uk

02476643206

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Warwickshire,

Who it helps

The General Public/Mankind

Who works here?

32 employees
65 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
National Lottery Community Fund - CovW/1/1 - Breakthrough
£635,251	12/05/2016 24	This grant will be used to develop plans for a project to support people that have financial barriers to gaining and sustaining employment to enable them to take a full and active role in their ....more This grant will be used to develop plans for a project to support people that have financial barriers to gaining and sustaining employment to enable them to take a full and active role in their community. The project will work across a number of partners, increasing participantâ€™s financial capability through a number of anti â€“ poverty initiatives including support to tackle debt and money management skills.
National Lottery Community Fund - CovW/1/1 - BREAKTHROUGH
£29,800	06/11/2015 12	This grant will be used to develop plans for a project to support people that have financial barriers to gaining and sustaining employment to enable to them to take a full and active role in their ....more This grant will be used to develop plans for a project to support people that have financial barriers to gaining and sustaining employment to enable to them to take a full and active role in their community. The funding will be used for research, data analysis and local consultation for a detailed project plan.
National Lottery Community Fund - Tamworth Advice Partnership (TAP)
£238,074	19/04/2013 24	The aim of this new project is to bring together advice and information providers to work in collaboration to improve local access and service outcomes for local residents. The Tamworth Advice ....more The aim of this new project is to bring together advice and information providers to work in collaboration to improve local access and service outcomes for local residents. The Tamworth Advice Partnership (TAP) will adopt a pro-active approach by providing intervention services that seek to resolve problems at an early stage, preventing them from escalating into more complex issues. The project will cover the whole of the Tamworth area.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 49-81

LEE RAYSON Appointed: 2022, Occupation: Chartered Accountant

JILL KRUSTS Appointed: 2021

JOHN LYNCH Appointed: 2022, Occupation: Retired Local Gov. Worker

JANE HILL Appointed: 2014, Occupation: Business Adviser

JASVINDER THIARA Appointed: 2015, Occupation: Solicitor

KEITH FRANCIS Appointed: 2009, Occupation: Retired

MR JEFF HUNT, Occupation: Self Employed

PETER DAVID WISEMAN (Chair) Appointed: 2014, Occupation: Solicitor

GRAHAM NUTTALL Appointed: 2022, Occupation: Director Of Estates, Other trusteeships: BULKINGTON VILLAGE CENTRE, DUDLEY LODGE,

MR JIM SIMMONS, Occupation: Chartered Accountant, Other trusteeship: WEDDINGTON PRIMARY OUT OF HOURS CLUB,

Legal constitution

Charitable company registered in England & Wales on 06/05/2004, number: 1103630
Registered at Companies House on 26/02/2004, number: 05056654

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR07: 2 days late, AR05: 25 days late,

Main office

25 CONGREVE WALK
BEDWORTH
WARWICKSHIRE
CV12 8LX

Objectives

The Charity’s objects are 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 Bedworth, Rugby and Nuneaton and surrounding areas.

Defined Area of Benefit:

THE COMMUNITY IN BEDWORTH, RUGBY AND NUNEATON AND SURROUNDING DISTRICTS

Data Sources