Finance Score: 1

Governance Score: 6

Support Score: 3

Reasonable growth: +1
No PartB

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

Grant maker support: +3

Overall GiG Score: 10

WINCHESTER DISTRICT CITIZENS ADVICE BUREAU

The charity provides, free, independent, confidential and impartial advice to everyone on their rights and responsibilities for the benefit of the community in Winchester district and surrounding areas. The service aims to provide the advice people need for the problems they face and to 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 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£472	£482	£-10	n/a	n/a	n/a	n/a	n/a	70
31/03/22	£456	£429	£27	n/a	n/a	n/a	n/a	n/a	65
31/03/21	£384	£370	£14	n/a	n/a	n/a	n/a	n/a	83
31/03/20	£343	£359	£-16	n/a	n/a	n/a	n/a	n/a	92
31/03/19	£312	£345	£-33	n/a	n/a	n/a	n/a	n/a	69
31/03/18	£328	£313	£15	£0	£0	£0	n/a	0	0
31/03/17	£275	£299	£-24	£0	£0	£0	n/a	0	0
31/03/16	£290	£340	£-49	£0	£0	£0	n/a	0	0
31/03/15	£419	£337	£82	£0	£0	£0	n/a	0	0
31/03/14	£334	£283	£51	£0	£0	£0	n/a	0	0
31/03/13	£339	£312	£27	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years

www.winchesterdistrictcab.org.uk

administration@winchesterdistrictcab.org.uk

01962848003

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
70 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 - Advice First Aid
£9,997	23/09/2022	This project will be a continuation of previous work that will provide an Advice First Aid (AFA) partnership programme. The project will reach vulnerable people across the community through ....more This project will be a continuation of previous work that will provide an Advice First Aid (AFA) partnership programme. The project will reach vulnerable people across the community through partnerships with a range of organisations by training staff/volunteers in partner organisations to explore their service users’ advice needs. It will support with issues like food/fuel poverty debt access to benefits and other impacts of the cost of living crisis.
DCMS - Coronavirus Community Support Fund
£3,500	29/09/2020	"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 - Winchester Advice Partnership
£202,237	19/04/2013 24	The aim of this project is to develop a community advice network across Winchester. It will also maximise the use of volunteers across the network. The partnership will also work in collaboration ....more The aim of this project is to develop a community advice network across Winchester. It will also maximise the use of volunteers across the network. The partnership will also work in collaboration with the wider Hampshire Advice Plus project. The project, led by Winchester CAB, will develop a new model of advice provision by upskilling volunteers and staff, using laptops and online referrals in each partner agency.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 40-77

TOUQEER BUTT Appointed: 2022, Occupation: None

MARIE-LOUISE PAPWORTH Appointed: 2022, Occupation: Retired

NAOMI STEWART Appointed: 2022, Occupation: Accountant

RUTH ELIZABETH ASHER LUZMORE Appointed: 2022, Occupation: Researcher

WILMA YOUNG HAINSWORTH Appointed: 2023, Occupation: Retired

ANDREW CHARLES TILLEY Appointed: 2016, Occupation: Solicitor

KAREN BRADSHAW Appointed: 2019, Occupation: Service Manager

ROBERT WILSON Appointed: 2018, Occupation: Retired

SARAH FELICITY GOODING Appointed: 2019, Occupation: Company Director, Other trusteeships: CITIZENS ADVICE HAMPSHIRE, WINCHESTER ACTION ON CLIMATE CHANGE LTD,

Legal constitution

Charitable company registered in England & Wales on 07/12/2011, number: 1144965
Registered at Companies House on 06/10/2011, number: 07799341

Gift Aid

Registered with HMRC for Gift Aid

Event History

07/09/2012 - Asset transfer in from WINCHESTER CITIZENS ADVICE BUREAU
02/04/2013 - Asset transfer in from BISHOP'S WALTHAM CITIZENS ADVICE BUREAU

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 returns made; all on time

Main office

WINCHESTER CITY COUNCIL
CITY OFFICES
COLEBROOK STREET
WINCHESTER
SO23 9LJ

Objectives

THE CHARITY'S 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 WINCHESTER DISTRICT AND SURROUNDING AREAS.

Defined Area of Benefit:

WINCHESTER CITY COUNCIL

Data Sources