Finance Score: 0

Governance Score: 6

Support Score: 1

No PartB

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

Grant maker support: +1

Overall GiG Score: 7

CITIZENS ADVICE NEW FOREST

Advice Agency

Analysis by Giving is Great

Positives:

Spending has increased 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 dynamic in terms of composition

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	*	£499	£522	£-23	n/a	n/a	n/a	n/a	n/a	65
31/03/22		£447	£428	£19	n/a	n/a	n/a	n/a	n/a	60
31/03/21		£429	£283	£146	n/a	n/a	n/a	n/a	n/a	67
31/03/20		£397	£347	£51	n/a	n/a	n/a	n/a	n/a	119
31/03/19		£375	£370	£4	n/a	n/a	n/a	n/a	n/a	130
31/03/18		£337	£345	£-8	£0	£0	£0	n/a	0	0
31/03/17		£337	£344	£-6	£0	£0	£0	n/a	0	0
31/03/16		£408	£396	£12	£0	£0	£0	n/a	0	0
31/03/15		£443	£427	£16	£0	£0	£0	n/a	0	0
31/03/14		£415	£384	£31	£0	£0	£0	n/a	0	0
31/03/13		£373	£415	£-41	£0	£0	£0	n/a	0	0
31/03/12		£454	£429	£25	£0	£0	£0	n/a	0	0
31/03/11		£629	£542	£87	£5	£99	£121	2.7	13	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 15 years

www.newforestcab.org.uk

CO@citizensadvicenewforest.org.uk

07743975512

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Dorset, Hampshire, Southampton City, Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
65 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
DCMS - Coronavirus Community Support Fund
£10,000	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 "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - New Forest Advice Network
£203,350	19/04/2013 24	The aim of this project is to provide more effective and efficient advice services in the New Forest area. It will also establish a network of advice network providers who will work together to ....more The aim of this project is to provide more effective and efficient advice services in the New Forest area. It will also establish a network of advice network providers who will work together to develop a collaborative business model, providing greater resilience for the future. The partnership will also work in collaboration with the Hampshire Advice Plus project on key developments, including networking, a referral tool, an information database and a volunteer language bank.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 45-74

DR JAYASREE KALATHIL Appointed: 2023, Occupation: Writer

ANTHONY SHEPHERD Appointed: 2024, Occupation: Retired

DR DIANNA SMITH Appointed: 2023, Occupation: University Associate Professor

GEOFFREY ALISTAIR NEWMAN Appointed: 2020, Occupation: Company Director

JESSICA MARGARET BALDWIN Appointed: 2020, Occupation: Journalist

PHILLIP ROBERT HENRY JENNISON Appointed: 2020, Occupation: Business Consultant/Mentor

DAVID MOXON Appointed: 2024, Occupation: Retired, Other trusteeship: CITIZENS ADVICE HAMPSHIRE,

JOSEPH JEREMY OGDEN (Chair) Appointed: 2020, Occupation: Senior Legal Executive, Other trusteeship: HELPING THE BURMESE DELTA,

Legal constitution

Charitable company registered in England & Wales on 03/11/2009, number: 1132425
Registered at Companies House on 06/08/2009, number: 06983394

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/09/2011 - Asset transfer in from LYMINGTON CITIZENS ADVICE BUREAU LTD
27/09/2011 - Asset transfer in from WATERSIDE CITIZENS ADVICE BUREAU
17/11/2011 - Asset transfer in from NEW MILTON AND DISTRICT CITIZENS ADVICE BUREAU

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

Filing Record

13 returns made; AR23: 6 days late,

Main office

Citizens Advice New Forest
Lymington Town Hall
Avenue Road
LYMINGTON
Hampshire
SO41 9ZG

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLICBENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OFHEALTH AND THE RELIEF OF POVERTY/ SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUTLIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN THE NEW FOREST AND SURROUNDINGAREAS.

Defined Area of Benefit:

THE NEW FOREST

Data Sources