Finance Score: 0
Governance Score: 6
Support Score: 4
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +4
Overall GiG Score: 10 ?

YORK AND DISTRICT CITIZENS ADVICE BUREAU

We aim to provide the advice people need for the problems they face and improve the policies and practices that affect people's lives.We provide free, independent, confidential and impartial advice to everyone on their rights and responsibilities.
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

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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£460£486£-26n/an/an/an/an/an/a
31/03/22£445£422£22n/an/an/an/an/an/a
31/03/21£449£407£42n/an/an/an/an/an/a
31/03/20£433£428£6n/an/an/an/an/an/a
31/03/19£431£414£17n/an/an/an/an/an/a
31/03/18£374£361£13n/an/an/an/an/an/a
31/03/17£466£507£-41n/an/an/an/an/an/a
31/03/16£580£558£22£0£161£1132.4260
31/03/15£567£558£8£2£139£1132.4150
31/03/14£498£503£-5n/an/an/an/an/an/a
31/03/13£389£380£9n/an/an/an/an/an/a
31/03/12£328£336£-8n/an/an/an/an/an/a
31/03/11£414£408£6n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 15 years

www.citizensadviceyork.org.uk/

admin.team@cayork.org

01904 623648

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • City Of York,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Two Ridings Community Foundation£12,000
The MSE Charity£6,000
Joseph Rowntree Housing Trust£5,433
Specific Donations
Amount When
Months
To be used for
Two Ridings Community Foundation - Grant to York & District Citizens Advice Bureau
£2,000 12/12/2022
Funding will be used to purchase fuel top up for individuals and families on pre-payment metres.
The MSE Charity - Grant to York and District Citizens Advice Bureau
£6,000 15/04/2022
Funding the Mind Your Money project - delivering financial capability supported learning for 40 people who live with mental health conditions and who are experiencing debt and money management issues.
Joseph Rowntree Housing Trust - Women’s Advice Service
£5,433 16/02/2021
To deliver a women’s outreach advice service located within York Women’s Wellness Centre, which is a gender specific, inclusive service for women experiencing multiple and complex needs
Two Ridings Community Foundation - Covid19
£10,000 17/06/2020
Funding would purchase laptops, mobile phones & contracts and headsets. York CAB can currently only meet 35% of the total demand for services due to volunteers not having the necessary technology at home. Extra equipment would provide 14 ....more
Joseph Rowntree Foundation - Opening the advice door to refugees
£7,128 31/01/2019
To provide an accessible advice and support service for refugees, asylum seekers and migrants in York
Two Ridings Community Foundation - Campaigning for positive change
£9,932 03/05/2018
Funding to support staffing and volunteer costs, running costs and the appointment of a Research and Campaigns Officer for a Citizens Advice Bureau that supports local residents.
National Lottery Community Fund - More people to help more people
£9,856 21/02/2018
12
The group will increase their number of volunteers so they can support more people who are experiencing issues such as debt management and housing.
National Lottery Community Fund - York Advice Partnership (YAP)
£247,932 19/04/2013
24
Project: The aim of this new project is to implement a sustainable and collaborative single advice service for the whole of the City of York.The project seeks to target hard to reach groups and in particular suppose those who will be impacted by the ....more
National Lottery Community Fund - CAB Family Money Advice
£253,313 15/03/2012
48
This project will tackle child poverty in York through a range of new services designed to improve access to financial advice for those who may feel embarrassed to ask for it. This project will provide extra support through outreach sessions and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 32-86
  • CATHERINE ROBSON Appointed: 2024, Occupation: Solicitor
  • DR JOANNA DE GROOT Appointed: 2021
  • JOHN NODDER Appointed: 2017, Occupation: Retired
  • JANET MARY LOOKER Appointed: 2023, Occupation: Retired
  • JULIA ATWATER Appointed: 2022, Occupation: Head Of Customer Experience
  • LAUREN PEEL Appointed: 2024, Occupation: Director Of Marketing
  • MICHAEL GALLOWAY Appointed: 2024, Occupation: Retired
  • PHILIP ALAN ZASTAWNIAK-THOMAS Appointed: 2024, Occupation: Governance Manager
  • SARA BOULTON Appointed: 2022, Occupation: Solicitor
  • VICTORIA MARIA THERESA LING-WILLIAMS Appointed: 2019, Occupation: Management Consultant
Legal constitution
  • Charitable company registered in England & Wales on 13/01/2010, number: 1133516
  • Registered at Companies House on 29/08/2009, number: 07004444
Gift Aid
  • 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
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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; all on time
Main office

West Offices
Station Rise
YORK
YO1 6GA

Objectives

THE CHARITYÃS OBJECTS ARE 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 YORK AND SURROUNDING AREAS.

Defined Area of Benefit:

YORK AND SURROUNDING AREAS.

Data Sources

Charity Commission for England and Wales
360 Giving

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