Finance Score: 0

Governance Score: 0

Support Score: 3

No PartB

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Grant maker support: +3

Overall GiG Score: 3

SOUTH LAKES CITIZENS ADVICE BUREAU

South Lakes Citizens Advice was established for the promotion of any charitable purpose for the benefit of the community in Cumbria by the advancement of education,the protection of health and the relief of poverty, sickness and distress.

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity 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	£286	£283	£3	n/a	n/a	n/a	n/a	n/a	30
31/03/22	£329	£337	£-8	n/a	n/a	n/a	n/a	n/a	30
31/03/21	£319	£276	£43	n/a	n/a	n/a	n/a	n/a	40
31/03/20	£265	£296	£-31	n/a	n/a	n/a	n/a	n/a	40
31/03/19	£250	£277	£-27	n/a	n/a	n/a	n/a	n/a	40
31/03/18	£257	£256	£1	£0	£0	£0	n/a	0	0
31/03/17	£273	£266	£8	£0	£0	£0	n/a	0	0
31/03/16	£388	£367	£21	£0	£0	£0	n/a	0	0
31/03/15	£402	£359	£43	£0	£0	£0	n/a	0	0
31/03/14	£247	£268	£-21	£0	£0	£0	n/a	0	0
31/03/13	£181	£156	£25	£0	£0	£0	n/a	0	0
31/03/12	£139	£148	£-9	£0	£0	£0	n/a	0	0
31/03/11	£156	£171	£-15	£0	£0	£0	n/a	0	0
31/03/10	£184	£196	£-12	£0	£0	£0	n/a	0	0
31/03/09	£193	£206	£-13	£0	£0	£0	n/a	0	0
31/03/08	£328	£166	£162	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 17 years

www.southlakescab.org.uk

manager@southlakesca.org.uk

01539447185

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
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

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
30 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
Cumbria Community Foundation - Increasing capacity to meet the long-term advice needs as a consequence of Covid-19
£17,000	24/09/2020	Increasing capacity to meet the long-term advice needs as a consequence of Covid-19
DCMS - VSCE CMC Fund
£17,000	24/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Cumbria Community Foundation - Dedicated Telephone Advice Service costs
£14,479	13/05/2020 12	Dedicated Telephone Advice Service costs
Cumbria Community Foundation - Advice Service in South Lakeland
£5,000	13/06/2019	Advice Service in South Lakeland
National Lottery Community Fund - South Lakeland Advice Partnership
£312,000	19/04/2013 24	The aim of this new project is for Cumbria Rural Citizens Advice Bureau (CRCAB) and four partners which represent a wide range of clients and geographical area to work together to develop and ....more The aim of this new project is for Cumbria Rural Citizens Advice Bureau (CRCAB) and four partners which represent a wide range of clients and geographical area to work together to develop and restructure means of delivering advice for South Lakeland residents. The partnership aims to create a stronger advice service to meet the ever changing and varied needs of local people from an advice sector that is coherent, more resilient and better able to respond to the changing economic environment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 70-74

BARBARA POTTER Appointed: 2022, Occupation: Retired

MARK GREGORY Appointed: 2021, Occupation: Retired

ALAN CHESTERS Appointed: 2017, Occupation: Retired

COLIN RANSHAW Appointed: 2022, Occupation: ., Other trusteeships: STRICKLANDGATE HOUSE TRUST LIMITED, SOUTH LAKELAND HYDROTHERAPY LIMITED,

DAVID RUSSELL LONGTON Appointed: 2015, Occupation: Retired, Other trusteeships: THE ELSPETH J THOMPSON CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY BOLTON LE SANDS CARNFORTH,

Legal constitution

Charitable company registered in England & Wales on 03/04/2007, number: 1118656
Registered at Companies House on 19/02/2007, number: 06113551

Gift Aid

NOT 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; all on time

Main office

Blackhall Road
Kendal
Kendal
LA9 4BT

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN CUMBRIA 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:

CUMBRIA AND SURROUNDING AREAS

Data Sources