Finance Score: 2
Governance Score: 9
Support Score: 2
  • Strong growth: +2
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +2
Overall GiG Score: 13 ?

CITIZENS ADVICE TANDRIDGE DISTRICT

The Bureau exists to provide free, independent, confidential and impartial service of advice, information and counsel for the public
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 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 gender 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£182£190£-8n/an/an/an/an/an/a
31/03/22£182£117£65n/an/an/an/an/an/a
31/03/21£103£104£-1n/an/an/an/an/an/a
31/03/20*£92£89£4n/an/an/an/an/an/a
31/03/19£78£65£12n/an/an/an/an/an/a
31/03/18£81£75£6n/an/an/an/an/an/a
31/03/17£63£76£-12n/an/an/an/an/an/a
31/03/16£73£71£2n/an/an/an/an/an/a
31/03/15£68£70£-2n/an/an/an/an/an/a
31/03/14£71£64£7n/an/an/an/an/an/a
31/03/13£60£69£-9n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 13 years

https://catd.org.uk/

bureau@caterhamcab.cabnet.org.uk

01883348385

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Other Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Surrey,
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.

Specific Donations
Amount When
Months
To be used for
Community Foundation for Surrey - Increasing Advice Capacity
£6,000 16/01/2023
Funding for two additional volunteer advisors to meet increasing demand at a community advice service in East Surrey.
Community Foundation for Surrey - Covid 19 Response - Advice and support
£5,000 14/04/2020
Mobile phones and credit for volunteers, and support to core costs at a Citizen's Advice to assist disadvantaged people during the Coronavirus pandemic

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 46-83
  • CATRIONA ALEPPO Appointed: 2022, Occupation: Management Consultant
  • FREDERICK JOHN BOWERS Appointed: 2022, Occupation: Consultant - Construction And Devel
  • JULIE CONSTABLE Appointed: 2019, Occupation: Head Of Insurance And Financial Services
  • MICHAEL HOBAN Appointed: 2012, Occupation: Manager
  • MONIKA SANGEETA AHUJA Appointed: 2019, Occupation: Hm Diplomatic Service
  • RICHARD WILLIAM FITZPATRICK Appointed: 2019, Occupation: Programme Manager
  • SANDRA VEGERIS Appointed: 2022, Occupation: Senior Reasearch Fellow
Legal constitution
  • Charitable company registered in England & Wales on 22/02/2012, number: 1146060
  • Registered at Companies House on 21/12/2011, number: 07889451
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
11 returns made; AR20: 9 days late,
Recent reorganisation events:
  • Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022
  • Asset transfer in from THE OXTED AND DISTRICT CITIZENS' ADVICE BUREAU on 16/01/2023
Main office

Caterham & Warling Citizens Advice Bureau
Stafford Road
CATERHAM
Surrey
CR3 6JG

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 TANDRIDGE AND SURROUNDING AREAS.

Data Sources

Charity Commission for England and Wales
360 Giving

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