Finance Score: 0
Governance Score: 6
Support Score: 9
  • Multiple Deficits and declines: -5
  • Future income +5
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +9
Overall GiG Score: 15 ?

CITIZENS ADVICE HAVANT

To provide independent, confidential, impartial and free advice
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile and on several occasions in recent years less than spending

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*£309£442£-133n/an/an/an/an/an/a
31/03/22£957£949£9£2£173£1722.21840
31/03/21£468£332£135n/an/an/an/an/an/a
31/03/20£334£333£1n/an/an/an/an/an/a
31/03/19£264£310£-45n/an/an/an/an/an/a
31/03/18£334£350£-16n/an/an/an/an/an/a
31/03/17£406£408£-2n/an/an/an/an/an/a
31/03/16£394£387£7n/an/an/an/an/an/a
31/03/15£386£344£42n/an/an/an/an/an/a
31/03/14£284£280£4n/an/an/an/an/an/a
31/03/13£217£228£-11n/an/an/an/an/an/a
31/03/12£226£237£-11n/an/an/an/an/an/a
31/03/11£268£267£1n/an/an/an/an/an/a
31/03/10£295£272£23n/an/an/an/an/an/a
31/03/09£216£199£18n/an/an/an/an/an/a
31/03/08£235£219£16n/an/an/an/an/an/a
31/03/07*£287£289£-1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 19 years

www.citizensadvicehavant.org

office.admin@cahavant.org.uk

02392459920

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Hampshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • 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
National Lottery Community Fund£277,000
DCMS£80,000
The Blagrave Trust£30,000
CAF£3,750
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Work out your money - phase 3
£277,000 30/08/2023
This funding will be used to run economic workshops to educate people on debt and benefits advice. The project aims to develop new skills and support people through the cost of living crisis.
The Blagrave Trust - Regional Partnership Grants
£30,000 31/05/2023
Work Out Your Money
DCMS - Coronavirus Community Support Fund
£80,000 02/09/2020
"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 Havant
£3,750 26/05/2020
3
Grant to Citizens Advice Havant to support the organisation through COVID19
National Lottery Community Fund - Work Out Your Money
£255,000 31/10/2018
36
The project runs financial capability workshops around developing money skills in the community to prevent and combat financial difficulties. Support includes building participants' confidence to ....more
National Lottery Community Fund - 'workoutyourmoney'
£394,142 17/07/2013
48
This new project aims to improve the financial confidence in Havant by working with up to 30 local organisations, developing effective networks and a referral process. The CAB will offer light touch ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed

Age Range of Trustees: 28-78
  • AHRAN GILL Appointed: 2024, Occupation: Product Marketing Manager
  • DAVID JOHN GRIFFITHS Appointed: 2022, Occupation: Retired Solicitor
  • EDWARD PHILIP WOODHOUSE Appointed: 2015, Occupation: Retired Management Professional
  • IRENE RHODA STRATTON Appointed: 2007, Occupation: Retired
  • ROBIN LESLIE JOHNS Appointed: 2010, Occupation: Education Consultant
  • ROBERT CLIVE SWEATMAN (Chair) Appointed: 2022, Occupation: Retired
  • TRACEY STAKES Appointed: 2022, Occupation: Chartered Accountant
Legal constitution
  • Charitable company registered in England & Wales on 04/10/2005, number: 1111564
  • Registered at Companies House on 25/07/2005, number: 05517228
Gift Aid
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
17 returns made; AR23: 13 days late, AR07: 21 days late,
Main office

57 The Meridian Centre
Elm Lane
Havant
Hampshire
PO9 1UW

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 HAVANT AND SURROUNDING AREAS.

Defined Area of Benefit:

HAVANT AND ITS ENVIRONS.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great