Finance Score: 0
Governance Score: 5
Support Score: 11
    • Good trustee age range: +3
    • Dynamic board: +3
    • Mainly male board: -1
    • Overall weighted support: +11
    Overall GiG Score: 16 ?

    HULL AND EAST RIDING CITIZENS ADVICE BUREAU LTD

    PROVIDES FREE, CONFIDENTIAL, AND INDEPENDENT INFORMATION,ADVICE, ADVOCACY AND REPRESENTATION TO ALL MEMBERS OF THE PUBLIC. ALSO EXERCISES A RESPONSIBLE INFLUENCE ON THE DEVELOPMENT OF LOCAL AND NATIONAL POLICIES.
    Analysis by Giving is Great

    Positives:

    • 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:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return
    • The Board is predominantly male
    • 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£3,127£2,921£207£0£1,344£1,1894.994100
    31/03/22£3,212£3,145£67£0£1,137£1,0313.910390
    31/03/21£3,226£3,011£215£0£1,070£9123.698132
    31/03/20£3,200£2,977£223£0£854£7062.896141
    31/03/19£2,642£2,456£185£0£631£5212.577152
    31/03/18£2,369£2,282£87£0£446£3812770
    31/03/17£1,828£1,794£34£0£359£2751.8540
    31/03/16£1,793£1,759£34£0£325£2601.8520
    31/03/15£1,569£1,458£111£6£291£1971.6420
    31/03/14£1,245£1,215£30£6£180£1231.2350
    31/03/13£1,136£1,196£-60£5£149£1471.5370
    31/03/12£1,233£1,323£-90£7£209£2081.9420
    31/03/11£1,345£1,388£-43£19£300£2922.5380
    31/03/10£1,341£1,026£315£9£343£3353.9400
    31/03/09£170£167£2n/an/an/an/an/an/a
    31/03/08£221£220£1n/an/an/an/an/an/a
    31/03/07£215£258£-44n/an/an/an/an/an/a
    31/03/06£228£187£41n/an/an/an/an/an/a

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 15%
    Liabilities/Income: 8%
    Unrestricted Funds/Total Funds: 89%
    Reserves/Spending: 4.9 months
    Net Current Assets/Spending: 6 months
    Quick Ratio: 5.7
    Asset Split ?
    Balance Sheet History
    Established: 20 years

    www.hullandeastridingcab.org.uk

    TRACY.WHARVELL@HULL-EASTRIDINGCAB.ORG.UK

    01482328990

    Charity Commission for England and WalesCompanies HouseFacebookX
    UN SDGs
    ?
    Listed activities
    • Accommodation/Housing
    • Disability
    • Education/Training
    • General Charitable Purposes
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Practical support, advice & companionship
    How it operates
    • Provides advocacy/advice/information
    • Provides human resources
    • Provides services
    Where it operates
    • East Riding Of Yorkshire, Kingston Upon Hull City,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • People With Disabilities
    • 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
    Access to Justice Foundation£439,117
    Henry Smith Charity£179,100
    Ministry of Defence£33,087
    Two Ridings Community Foundation£4,000
    Specific Donations
    Amount When
    Months
    To be used for
    Access to Justice Foundation - Improving Lives Through Advice Grant
    £439,117 01/03/2024
    The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving ....more
    Ministry of Defence - Covenant Fund
    £33,087 10/02/2023
    "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties ....more
    Henry Smith Charity - Grant to Citizens Advice Hull and East Riding
    £179,100 26/05/2022
    36
    towards three years' running costs of the 'Debt Casework and Court Representation Service' for people facing court hearings for debt related issues in Kingston Upon Hull and the East Riding of Yorkshire.
    Two Ridings Community Foundation - Surviving Winter
    £4,000 23/04/2021
    Funding to provide essential support to families and vulnerable people during winter months.
    National Lottery Community Fund - Community Connect
    £269,044 19/10/2018
    36
    The group will provide digital and practical support for local people who are financially and digitally excluded. Support will include money management, advice on money rights, filling in benefit claim forms correctly and legal advice on financial ....more
    National Lottery Community Fund - The Breakthrough project
    £749,942 03/03/2016
    60
    This project aims to target people facing barriers to accessing support due to compounding issues such as mental health problems. It will focus on migrants and asylum seekers, single parents and single men who are less likely to approach services.
    National Lottery Community Fund - Advice Forward - Hull & East Riding of Yorkshire
    £349,532 25/04/2013
    24
    The project aims to increase efficiency and capapcity of local advice provision and will support vulnerable groups, in particular those suffering from increased hardship and financial exclusion likely to be affected by the impact of welfare reform. ....more
    National Lottery Community Fund - Quids in - getting the best from your money
    £993,199 02/08/2012
    60
    Hull and East Riding Citizens Advice Bureau Ltd project, ' Quids in,' will work with partners to engage new and first time tenants in financial inclusion support through improved and more joined up service provision. The project will also provide ....more
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (9)
    Current Trustees appointed
    Gender Split
    Based on 8/9 persons

    Age Range of Trustees:
    • ADAM DAVID LEDGER Appointed: 2021, Occupation: Legislation Team For Welsh Government
    • ANDREW SEVERN Appointed: 2024, Occupation: Management
    • DAVID WAXMAN Appointed: 2023
    • DAVID WILLIAM SMITH Appointed: 2022, Occupation: Retired
    • JIM DOYLE Appointed: 2015, Occupation: Director
    • KATRIN SCHMIDT Appointed: 2024, Occupation: Legal Adviser
    • LAURA ROSEMARY MILNER Appointed: 2021
    • MALCOLM GOLIGHTLEY Appointed: 2022, Occupation: Retired
    • PAUL FOWLER Appointed: 2023
    Legal constitution
    • Charitable company registered in England & Wales on 26/10/2004, number: 1106453
    • Registered at Companies House on 01/06/2004, number: 05141612
    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
    • Investment
    • 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
    18 returns made; all on time
    Main office

    THE WILSON CENTRE
    ALFRED GELDER STREET
    HULL
    HU1 2AG

    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 THE EAST RIDING OF YORKSHIRE AND KINGSTON UPON HULL AND SURROUNDING AREA

    Defined Area of Benefit:

    EAST RIDING OF YORKSHIRE

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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