Finance Score: -1

Governance Score: 5

Support Score: 3

Reasonable growth: +1
Deficit latest year: -2
No PartB

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

Grant maker support: +3

Overall GiG Score: 7

CITIZENS ADVICE SOUTH GLOUCESTERSHIRE

The Charity's objects are to promote any charitable purpose for the benefit of the community in South Gloucestershire and surrounding areas by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress.

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:

The Board is predominantly male

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 was lower than spending in the latest year

Established: 30 years

www.southgloscab.org.uk

bureau@sgloscab.cabnet.org.uk

01454334961

Charity Commission for England and Wales

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		£499	£577	£-78	n/a	n/a	n/a	n/a	n/a	25
31/03/22		£561	£545	£15	£0	£404	£397	8.7	10	25
31/03/21		£541	£472	£69	£0	£389	£396	10.1	9	25
31/03/20		£545	£468	£77	£0	£320	£280	7.2	7	25
31/03/19		£448	£405	£43	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£420	£380	£41	£0	£0	£0	n/a	0	0
31/03/17		£352	£348	£5	£0	£0	£0	n/a	0	0
31/03/16		£310	£333	£-23	£0	£0	£0	n/a	0	0
31/03/15		£350	£315	£35	£0	£0	£0	n/a	0	0
31/03/14		£306	£281	£25	£0	£0	£0	n/a	0	0
31/03/13		£238	£285	£-47	£0	£0	£0	n/a	0	0
31/03/12		£305	£265	£40	£0	£0	£0	n/a	0	0
31/03/11		£264	£266	£-1	£0	£0	£0	n/a	0	0
31/03/10		£289	£294	£-5	£0	£0	£0	n/a	0	0
31/03/09		£273	£295	£-21	£0	£0	£0	n/a	0	0
31/03/08		£338	£287	£51	£0	£0	£0	n/a	0	0
31/03/07	*	£321	£299	£22	£0	£0	£0	n/a	0	0
31/03/06	*	£294	£268	£25	£0	£0	£0	n/a	0	0
31/03/05	*	£270	£271	£0	£0	£0	£0	n/a	0	0
31/03/04	*	£268	£248	£20	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Bath And North East Somerset, Bristol City, Gloucestershire, North Somerset, South Gloucestershire, Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
25 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
Quartet Community Foundation - Grant to South Gloucestershire Citizens Advice Bureau
£4,500	02/06/2023	As requested by the donor towards debt advice work.
Quartet Community Foundation - Grant to South Gloucestershire Citizens Advice Bureau
£5,000	09/05/2023	To provide one to one energy advice appointments to people who are in or at risk of fuel poverty, often vulnerable and may be struggling to pay their bills.
Quartet Community Foundation - Grant to South Gloucestershire Citizens Advice Bureau
£10,000	30/06/2022	Towards advice services to meet increased demand during the cost of living crisis
Quartet Community Foundation - Grant to South Gloucestershire Citizens Advice Bureau
£3,960	09/06/2022	As advised by donor towards debt advice work.
Quartet Community Foundation - Grant to South Gloucestershire Citizens Advice Bureau
£10,000	17/03/2022 11	To match-fund the costs of employing a Marketing & Communications Officer needed to increase organisation's profile, helping to meet more demand and to engage more effectively with service-users.
Quartet Community Foundation - Grant to South Gloucestershire Citizens Advice Bureau
£3,575	16/06/2021	As advised by donor towards debt advice work.
Quartet Community Foundation - British Sign Language Advice Services South Gloucestershire
£4,420	03/06/2019 4	For a BSL interpreter and adviser to deliver sessions to profoundly deaf people South Glos.
Quartet Community Foundation - Energy Advice Project
£5,000	31/10/2017 11	To provide specialist energy information and advice to vulnerable clients in South Gloucestershire, and a range of interventions aimed at reducing fossil fuel consumption and reducing fuel poverty.
Quartet Community Foundation - Benefits and Welfare Advice
£5,000	27/10/2016 12	To employ a dedicated Welfare and Benefits Advisor who will provide specialist support to 150 new beneficiaries.
National Lottery Community Fund - Advice South Gloucestershire
£294,592	25/04/2013 24	The aim of this new project is to develop a range of initiatives to support the debt, welfare, housing and employment advice needs of beneficiaries in South Gloucestershire. By engaging the skills ....more The aim of this new project is to develop a range of initiatives to support the debt, welfare, housing and employment advice needs of beneficiaries in South Gloucestershire. By engaging the skills and resources of partner agencies, South Gloucestershire Citizens Advice Bureau (SGCAB) will ensure that advice providers become more efficient in order to better meet community needs.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-71

DEBORAH WEBB Appointed: 2024, Occupation: Retired

GEORGE LEACH Appointed: 2018, Occupation: Financial Compliance

JOHN-PAUL CORRY Appointed: 2022, Occupation: Company Director

MICHAEL JOHN HASKELL Appointed: 2023, Occupation: Retired

PHILIP JORDAN Appointed: 2019, Occupation: Retired

ROBERT HOWARD COLE Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/05/1994, number: 1037480
Registered at Companies House on 15/05/1992, number: 02715290

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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

20 returns made; AR07: 2 days late, AR06: 15 days late, AR05: 1 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from JR AND SA BROOKS CHARITABLE TRUST on 14/09/2020

Main office

South Gloucestershire Citizens
Advice Bureau
Kennedy Way
Yate
BRISTOL
BS37 4DQ

Objectives

FOR THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS

Data Sources