Finance Score: 0

Governance Score: 9

Support Score: 3

No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 12

CITIZENS ADVICE - HART DISTRICT LIMITED

Providing free, confidential, independent and impartial advice for members of the public in Hart District. It operates from one main centre in Fleet and outreach venues in Yateley, Hartley Wintney and Odiham. Advice is delivered by phone, email, online and face to face. Specialist services include advice on debt, employment, relationships, housing, benefits, energy and consumer issues.

Analysis by Giving is Great

Positives:

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 gender 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

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	£384	£371	£13	n/a	n/a	n/a	n/a	n/a	53
31/03/22	£404	£394	£10	n/a	n/a	n/a	n/a	n/a	56
31/03/21	£407	£371	£36	n/a	n/a	n/a	n/a	n/a	48
31/03/20	£378	£345	£33	n/a	n/a	n/a	n/a	n/a	36
31/03/19	£371	£321	£50	n/a	n/a	n/a	n/a	n/a	47
31/03/18	£226	£241	£-14	£0	£0	£0	n/a	0	0
31/03/17	£235	£309	£-74	£0	£0	£0	n/a	0	0
31/03/16	£235	£309	£-74	£0	£0	£0	n/a	0	0
31/03/15	£341	£354	£-13	£0	£0	£0	n/a	0	0
31/03/14	£330	£235	£95	£0	£0	£0	n/a	0	0
31/03/13	£221	£225	£-4	£0	£0	£0	n/a	0	0
31/03/12	£163	£148	£15	£0	£0	£0	n/a	0	0
31/03/11	£254	£240	£13	£0	£0	£0	n/a	0	0
31/03/10	£253	£226	£27	£0	£0	£0	n/a	0	0
31/03/09	£196	£219	£-23	£0	£0	£0	n/a	0	0
31/03/08	£215	£212	£3	£0	£0	£0	n/a	0	0
31/03/07	£220	£179	£41	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

www.citizensadvicehart.org.uk

help@citizensadvicehart.org.uk

01252878435

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
53 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
Ministry of Defence - Covenant Fund
£24,879	03/09/2021	For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
National Lottery Community Fund - Hart Access to Advice Project
£283,044	19/04/2013 24	The aim of this new project will see Citizens Advice Bureau Hart (CABH) lead a five member partnership including Hart Voluntary Action, Hart Neighbourhood Centre, Action for Children and Hampshire ....more The aim of this new project will see Citizens Advice Bureau Hart (CABH) lead a five member partnership including Hart Voluntary Action, Hart Neighbourhood Centre, Action for Children and Hampshire Advice Plus to improve access to advice and achieve reduced costs.

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: 34-78

LEE BAMBRIDGE Appointed: 2023, Occupation: Retired Cro

CLARE ANGELA RAYMENT Appointed: 2024, Occupation: Marketing/Commercial

GARETH JAMES WILLIAMS Appointed: 2024, Occupation: Raf Technician

JOHN NICHOLLS (Chair) Appointed: 2021, Occupation: Local Government Officer

NATHALIE ANTOINET WIGGINS Appointed: 2023

PAULA DOWNEY JONES Appointed: 2024, Occupation: Finance Director

ROBERT ZACHERY COFFIN Appointed: 2024, Occupation: Nhs

ROGER DURDLE Appointed: 2022, Occupation: Retired

STEPHEN JOHN SURRALL Appointed: 2023, Occupation: Consultant

MARTIN ELLIS STERN Appointed: 2018, Occupation: Unemployed, Other trusteeship: CITIZENS ADVICE HAMPSHIRE,

Legal constitution

Charitable company registered in England & Wales on 18/04/2006, number: 1113777
Registered at Companies House on 16/03/2006, number: 05746008

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; all on time

Main office

Citizens Advice Hart
Civic Offices
Harlington Way
FLEET
Hampshire
GU51 4AE

Objectives

4. 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 Hart District and surrounding areas.

Defined Area of Benefit:

HART DISTRICT AND SURROUNDING AREAS

Data Sources