Overall GiG Score: 12 ?
Finance Score: 0
Governance Score: 3
Support Score: 9
    • Good trustee age range: +3
    • Grant maker support: +9

    TAUNTON AND DISTRICT CITIZENS ADVICE BUREAU 

    The Citizens Advice service provides free, independent, confidential and impartial advice to everyone on their rights and responsibilities. It values diversity, promotes equality and challenges discrimination.The service aims:- To provide the advice people need for the problems they face- To improve the policies and practices that affect people's lives.
    Analysis by Giving is Great

    Positives:

    • Spending has increased 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 and a Community Foundation
    • The Board appears to be well diversified in terms of age
    Established: 28 years

    www.tauntoncab.org.uk

    themanager@tauntoncab.org.uk

    01823448958

    Charity Commission for England and WalesCompanies HouseFacebookX
    UN SDGs
    ?

    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£579£575£5£0£485£3938.22650
    31/03/22£599£553£46£0£480£3928.52450
    31/03/21£493£454£39n/an/an/an/an/a57
    31/03/20£467£451£15n/an/an/an/an/a60
    31/03/19£467£434£32n/an/an/an/an/a109
    31/03/18£465£464£0£0£0£0n/a00
    31/03/17£460£512£-52£0£0£0n/a00
    31/03/16£616£644£-28£0£391£3366.3240
    31/03/15£661£549£112£5£419£3016.6140
    31/03/14£617£495£122£6£307£1182.9140
    31/03/13£425£395£30£0£0£0n/a00
    31/03/12£359£361£-2£0£0£0n/a00
    31/03/11£382£388£-7£0£0£0n/a00
    31/03/10£403£353£49£0£0£0n/a00
    31/03/09£286£279£7£0£0£0n/a00
    31/03/08£259£257£2£0£0£0n/a00
    31/03/07£325£267£58£0£0£0n/a00
    31/03/06£267£254£13£0£0£0n/a00
    31/03/05£251£241£10£0£0£0n/a00
    31/03/04£234£240£-6£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 25%
    Liabilities/Income: 28%
    Unrestricted Funds/Total Funds: 81%
    Reserves/Spending: 8.2 months
    Net Current Assets/Spending: 9 months
    Quick Ratio: 3.5
    Asset Split ?
    What it does
    • The Prevention Or Relief Of Poverty
    Who works here?
    • 26 employees
    • 50 volunteers
    Who it helps
    • The General Public/Mankind
    How it operates
    • Provides advocacy/advice/information
    Where it operates
    • Somerset,

    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.

    Major supporters in last 5 years
    Henry Smith Charity£127,000
    Somerset Community Foundation£38,585
    Charles Hayward Foundation£25,000
    Garfield Weston Foundation£20,000
    Access to Justice Foundation£12,196
    National Lottery Community Fund£10,000
    Specific Donations
    Amount When
    Months
    To be used for
    Quartet Community Foundation - Grant to Citizens Advice Taunton
    £3,000 13/06/2023
    As directed by the donor towards debt advice.
    Somerset Community Foundation - Increasing the capacity of debt and money advice services in response to the cost-of-living crisis
    £10,000 06/02/2023
    Grant to Citizens Advice Taunton
    Access to Justice Foundation - Community Justice Fund Wave Three
    £12,196 22/11/2022
    Wave three of the Community Justice Fund aims to support organisations delivering social welfare advice services to people most impacted by the cost-of-living crisis.
    Henry Smith Charity - Grant to Taunton and District Citizens Advice Bureau
    £127,000 25/08/2022
    36
    towards three years' running costs of the 'Litigants in Person' service, providing support for domestic abuse survivors in Somerset.
    Charles Hayward Foundation - Grant to Taunton & District Citizens Advice Bureau
    £25,000 27/05/2022
    Access to Justice - Litigants in person
    Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
    £3,300 17/11/2021
    Surviving Winter - small grants to help older people stay warm this winter
    National Lottery Community Fund - Critical training for volunteers helping people with poor mental health
    £10,000 19/03/2021
    9
    The funding will be used to provide training to volunteers enabling them to provide a range of advice and support services to the local community and meet increased demand.
    Somerset Community Foundation - Surviving Winter 2020/21
    £5,120 22/12/2020
    2
    Small grants to help older people stay warm in winter
    DCMS - DCMS VSCE CMC Covid Funding
    £4,596 01/10/2020
    "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
    Somerset Community Foundation - To increase Supervision and/or Training capacity during the pandemic
    £9,915 28/09/2020
    5
    Grant to Citizens Advice Taunton
    Somerset Community Foundation - COVID19 Providing advice remotely
    £2,000 30/04/2020
    Providing advice remotely during coronavirus
    Garfield Weston Foundation - Main Grants award
    £20,000 13/03/2020
    Core funding - to ensure that vulnerable people receive the support they need while we make sustainable plans for the future
    Somerset Community Foundation - Surviving Winter 2019/20
    £8,250 27/11/2019
    3
    Small grants to help older people stay warm in winter
    Lloyds Bank Foundation - Grant to CAB - Taunton and District
    £14,856 18/04/2018
    12
    To fund a pilot project to test a Litigant In Person service for clients experiencing domestic abuse who need support through court proceedings.
    Henry Smith Charity - Grant to Taunton and District Citizens Advice Bureau
    £90,000 07/09/2017
    36
    towards three years' running costs of a daily drop in service providing debt, housing, welfare and employment support to people in Taunton Deane
    Somerset Community Foundation - Surviving Winter 2016/17
    £2,850 12/12/2016
    8
    Small grants to help older people stay warm in winter.
    National Lottery Community Fund - Target Taunton
    £332,834 25/04/2013
    25
    The aim of this new project is to develop a range of measures to increase and improve the level of volunteer training across the 12 project partners. In addition, it will introduce dedicated money ....more
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (7)
    Current Trustees appointed
    Gender Split

    Age Range of Trustees: 46-74
    • JULIA HILL Appointed: 2017, Occupation: Volunteer Management Consultant
    Legal constitution
    • Charitable company registered in England & Wales on 31/10/1995, number: 1050297
    • Registered at Companies House on 21/02/1994, number: 02900368
    Gift Aid
    • Registered with HMRC for Gift Aid
    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
    • Investing charity funds policy and procedures
    • Paying staff
    • Risk management
    • Safeguarding policy and procedures
    • Safeguarding vulnerable beneficiaries
    • Serious incident reporting policy and procedures
    • Social media policy and procedures
    • Trustee conflicts of interest policy and procedures
    • Trustee expenses policy and procedures
    • Volunteer management
    Filing Record
    20 returns made; all on time
    Main office

    St. Marys House
    Magdalene Street
    TAUNTON
    TA1 1SB

    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 TAUNTON DEANE DISTRICT AND SURROUNDING AREAS.

    Defined Area of Benefit:

    BOROUGH OF TAUNTON DEANE AND SURROUNDING AREAS.

    Data Sources

    Charity Commission for England and Wales
    360 Giving
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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