Finance Score: -1

Governance Score: 6

Support Score: 2

Reasonable growth: +1
Deficit latest year: -2
No PartB

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

Grant maker support: +2

Overall GiG Score: 7

EPPING FOREST DISTRICT CITIZENS ADVICE BUREAU

Epping Forest District CAB provides a free, independent and impartial advice service to all comers on their rights and responsibilities; it values diversity, promotes equality and challenges discrimination. The bureau aims to provide the advice people need for the problems they face, and also to help improve the policies and practices that affect people's lives.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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

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 was lower than spending in the latest year

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		£250	£302	£-53	n/a	n/a	n/a	n/a	n/a	12
31/03/22		£319	£280	£40	n/a	n/a	n/a	n/a	n/a	14
31/03/21		£304	£215	£89	n/a	n/a	n/a	n/a	n/a	28
31/03/20		£285	£240	£45	n/a	n/a	n/a	n/a	n/a	51
31/03/19		£223	£217	£6	n/a	n/a	n/a	n/a	n/a	59
31/03/18		£203	£206	£-3	£0	£0	£0	n/a	0	0
31/03/17	*	£204	£205	£-2	£0	£0	£0	n/a	0	0
31/03/16	*	£215	£225	£-10	£0	£0	£0	n/a	0	0
31/03/15		£194	£185	£8	£0	£0	£0	n/a	0	0
31/03/14		£208	£203	£5	£0	£0	£0	n/a	0	0
31/03/13		£163	£198	£-35	£0	£0	£0	n/a	0	0
31/03/12		£255	£182	£73	£0	£0	£0	n/a	0	0
31/03/11		£233	£250	£-16	£0	£0	£0	n/a	0	0
31/03/10		£201	£193	£8	£0	£0	£0	n/a	0	0
31/03/09		£193	£148	£44	£0	£0	£0	n/a	0	0
31/03/08		£94	£87	£7	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 17 years

https://citizensadviceefd.org.uk/

hello@citizensadviceefd.org.uk

01992561494

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Essex,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
12 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
Essex Community Foundation - Grant to Epping Forest District Citizens Advice Bureau
£10,000	31/03/2022	to expand a pilot project supporting individuals with financial struggles and poor mental health in Waltham Abbey
Essex Community Foundation - Pilot outreach advice service in GP surgeries ( 6 months)
£9,500	23/05/2019 5	To set up and deliver a pilot advice outreach surgery alongside/ within the GPs clinic in Waltham Abbey.
National Lottery Community Fund - Accelerator Training for Advisers
£10,000	04/10/2018 12	The organisation will use the funding to run a fast track training programme to recruit new assessors to help improve the support provided by the organisation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-71

DR BALJIT KUMAR SARPAL Appointed: 2020, Occupation: Director

VICTORIA MANNING-MONRO Appointed: 2023, Occupation: Economist

IAN ALLSOP Appointed: 2018, Occupation: Director

INNES JANE BOWEN Appointed: 2018, Occupation: Director

JEAN GERTRUDE WELLS Appointed: 2017, Occupation: Director

NINA GOSWAMI MELLOR Appointed: 2020, Occupation: Director

STEPHEN WILLIAM MURRAY Appointed: 2018, Occupation: Director, Other trusteeships: LOUGHTON MEN'S INSTITUTE, FOREST METHODIST CIRCUIT,

DIANA MARGARET LOWRY Appointed: 2019, Occupation: Director, Other trusteeships: THE EPPING SOCIETY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF EPPING,

RICHARD BASSETT Appointed: 2021, Occupation: Business Manager, Other trusteeship: EPPING FOREST COMMUNITY TRANSPORT,

Legal constitution

Charitable company registered in England & Wales on 21/03/2007, number: 1118465
Registered at Companies House on 20/06/2006, number: 05852220

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

16 returns made; AR17: 2 days late, AR16: 2 days late,

Main office

Regus Epping
The Civic Building
2nd Floor
323 High Street
Epping
Essex

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF IN PARTICULAR BUT WITHOUT LIMITATION THE COMMUNITY IN EPPING FOREST DISTRICT 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:

EPPING FOREST DISTRICT

Data Sources