Finance Score: -5

Governance Score: 3

Support Score: 3

Volatile income & significant deficit in latest year: -5
No PartB

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

THE HEARTSEASE COMMUNITY MONEY ADVICE CENTRE

The purpose of the charity is the prevention or relief of poverty. This includesproviding advice on all aspects of money management and budgetingadvising people with regard to benefit entitlement and assisting with filling in formshelping those in debt to manage their finances including advice and, where appropriate, negotiation with creditors.

Analysis by Giving is Great

Positives:

The charity has received Government grants

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/07/23	£2,250	£4,804	£-2,554	0
31/07/22	£8,130	£7,080	£1,050	0
31/07/21	£12,250	£4,800	£7,450	5

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

https://heartseasecommunitymoneyadvice.wordpr

heartseasecmacentre@outlook.com

07765739987

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Norfolk,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DEBORAH IRENE LECHMERE BSC FIA Appointed: 2020

MICHAEL CHRISTOPHER CULWICK Appointed: 2021

REV JANET BEATRICE WYER BA Appointed: 2020

DAVID JOHN LECHMERE FIA (Chair) Appointed: 2020, Other trusteeship: ENYP,

Legal constitution

Charity registered in England & Wales on 18/09/2020, number: 1191355

Gift Aid

NOT registered with HMRC for Gift Aid

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; all on time

Main office

94 RIDER HAGGARD ROAD
NORWICH
NR7 9UQ

Objectives

THE PURPOSE OF THE CHARITY IS THE PREVENTION OR RELIEF OF POVERTY. WITHIN THIS PURPOSE THE OBJECTS OF THE HEARTSEASE COMMUNITY MONEY ADVICE CENTRE ARE AS FOLLOWS:TO PROVIDE ADVICE ON ALL ASPECTS OF MONEY MANAGEMENT AND BUDGETINGTO ADVISE PEOPLE WITH REGARD TO BENEFIT ENTITLEMENT AND TO ASSIST WITH FILLING IN FORMSTO HELP THOSE IN DEBT TO MANAGE THEIR FINANCES INCLUDING ADVICE AND, WHERE APPROPRIATE, NEGOTIATION WITH CREDITORS.

Data Sources