Finance Score: 0

Governance Score: 3

Support Score: 2

No PartB

Good trustee age range: +3

Grant maker support: +2

Overall GiG Score: 5

BROMSGROVE AND DISTRICT CITIZENS ADVICE BUREAU

To provision of information and advice to the public, free of charge.

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

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	£383	£389	£-6	n/a	n/a	n/a	n/a	n/a	40
31/03/22	£397	£367	£30	n/a	n/a	n/a	n/a	n/a	29
31/03/21	£386	£369	£17	n/a	n/a	n/a	n/a	n/a	51
31/03/20	£374	£361	£13	n/a	n/a	n/a	n/a	n/a	60
31/03/19	£327	£330	£-3	n/a	n/a	n/a	n/a	n/a	60
31/03/18	£312	£319	£-6	£0	£0	£0	n/a	0	0
31/03/17	£315	£329	£-14	£0	£0	£0	n/a	0	0
31/03/16	£355	£314	£41	£0	£0	£0	n/a	0	0
31/03/15	£243	£226	£17	£0	£0	£0	n/a	0	0
31/03/14	£238	£233	£5	£0	£0	£0	n/a	0	0
31/03/13	£232	£221	£11	£0	£0	£0	n/a	0	0
31/03/12	£235	£235	£0	£0	£0	£0	n/a	0	0
31/03/11	£265	£249	£16	£0	£0	£0	n/a	0	0
31/03/10	£248	£247	£1	£0	£0	£0	n/a	0	0
31/03/09	£225	£224	£1	£0	£0	£0	n/a	0	0
31/03/08	£222	£212	£10	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 17 years

www.cabr.org.uk

enquiries@cabr.org.uk

08082787890

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
40 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 - Bromsgrove Citizens Advice Bureau Refurbishment
£9,616	10/06/2022	The funding will be used to cover the planning costs to build an extension for the Citizen’s Advice grade two listed building. The project aims to be in the position to enable them to expand and ....more The funding will be used to cover the planning costs to build an extension for the Citizen’s Advice grade two listed building. The project aims to be in the position to enable them to expand and improve the space available and recruit more volunteers to support the needs of the community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-77

MARIA FURNESS Appointed: 2021, Occupation: Acas Officer

SUZANNE GREEN Appointed: 2019, Occupation: Marketing Consultant

DR BRIAN THOMAS COOPER Appointed: 2014, Occupation: None

JO- ANNE TILL Appointed: 2019, Occupation: Director

MARIA FOX Appointed: 2019, Occupation: University Administration

SHIRLEY WEBB Appointed: 2015, Occupation: None, Other trusteeships: THE B J COOPER BEQUEST, THE BROMSGROVE INSTITUTE,

GORDON COOPER Appointed: 2006, Occupation: None, Other trusteeship: CARPET MUSEUM TRUST,

Legal constitution

Charitable company registered in England & Wales on 11/01/2007, number: 1117552
Registered at Companies House on 30/10/2006, number: 05982711

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
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

16 returns made; all on time

Main office

BROMSGROVE CITIZENS ADVICE BUREAU
50-52 BIRMINGHAM ROAD
BROMSGROVE
B61 0DD

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN BROMSGROVE} AND SURROUNDING AREAS ('THE AREA OF BENEFIT') BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

BROMSGROVE, WORCESTERSHIRE

Data Sources