Finance Score: 2

Governance Score: 5

Support Score: 5

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 12

FAREHAM CITIZENS ADVICE BUREAU

Providing free, independent, impartial and confidential advice.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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:

The Board is predominantly male
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£276	£282	£-6	n/a	n/a	n/a	n/a	n/a	30
31/03/22	£315	£341	£-26	n/a	n/a	n/a	n/a	n/a	50
31/03/21	£254	£208	£46	n/a	n/a	n/a	n/a	n/a	26
31/03/20	£184	£190	£-6	n/a	n/a	n/a	n/a	n/a	50
31/03/19	£186	£203	£-17	n/a	n/a	n/a	n/a	n/a	60
31/03/18	£182	£185	£-4	£0	£0	£0	n/a	0	0
31/03/17	£165	£160	£5	£0	£0	£0	n/a	0	0
31/03/16	£161	£152	£9	£0	£0	£0	n/a	0	0
31/03/15	£162	£163	£-1	£0	£0	£0	n/a	0	0
31/03/14	£163	£158	£5	£0	£0	£0	n/a	0	0
31/03/13	£143	£133	£10	£0	£0	£0	n/a	0	0
31/03/12	£136	£65	£70	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

www.farehamcab.org.uk

admin@citafareham.org

01329237121

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
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
National Lottery Community Fund - Community Cost of Living Support
£9,697	09/06/2023	The funding will be used to continue an outreach advice service for people struggling with the cost of living crisis. The project aims to provide practical support to maximise income and give help ....more The funding will be used to continue an outreach advice service for people struggling with the cost of living crisis. The project aims to provide practical support to maximise income and give help with fuel costs.
National Lottery Community Fund - Outreach worker
£9,970	26/11/2021	The funding will be used to continue delivering an outreach programme for a citizens advice bureau in Fareham.The project aims to offer impartial independent advice and support in a more accessible ....more The funding will be used to continue delivering an outreach programme for a citizens advice bureau in Fareham.The project aims to offer impartial independent advice and support in a more accessible location in order to reach extra clients in some of the most deprived areas of the borough.
National Lottery Community Fund - Complex Caseworkers
£157,272	01/03/2021 35	The funding will help to manage the increased demand for people struggling with complex issues created by the impacts of Covid-19. The aim is to support as many people as possible in the local ....more The funding will help to manage the increased demand for people struggling with complex issues created by the impacts of Covid-19. The aim is to support as many people as possible in the local community that need help or assistance on pressing matters.
DCMS - Coronavirus Community Support Fund
£37,544	09/09/2020	"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."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-70

DAVE BRIDGER Appointed: 2023, Occupation: Accountant

KIERAN BUCHANAN Appointed: 2023, Occupation: Consultant And Management Of Care Services

LOUISE RIGBY Appointed: 2023, Occupation: Part Time Administration

NOAH CARTER (Chair) Appointed: 2022, Occupation: Strategic Progammes Manager

JOHN KEATING Appointed: 2011, Occupation: Cab Adviser

PAUL ELLISON Appointed: 2024, Occupation: Retired, Other trusteeship: CITIZENS ADVICE HAMPSHIRE,

Legal constitution

Charitable company registered in England & Wales on 06/07/2011, number: 1142745
Registered at Companies House on 31/05/2011, number: 07653014

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

12 returns made; all on time

Main office

Citizens Advice Bureau
County Library Building
Osborn Road
Fareham
PO16 7EN

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION,THE PROTECTION AND PRESERVATION OF HEALTH AND RELIEF OF POVERTY,SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN FAREHAM AND SURROUNDING AREAS.

Defined Area of Benefit:

FAREHAM AND SURROUNDING AREAS

Data Sources