THIS CHARITY HAS BEEN REMOVED FROM THE CHARITY COMMISSION REGISTER

Finance Score: 0
Governance Score: 0
Support Score: 0
  • Removed: -50
(no info on trustees)
    Overall GiG Score: -50 ?

    TAUNTON AND DISTRICT CITIZENS ADVICE BUREAU

    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£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/an/a
    31/03/20£467£451£15n/an/an/an/an/an/a
    31/03/19£467£434£32n/an/an/an/an/an/a
    31/03/18£465£464£0n/an/an/an/an/an/a
    31/03/17£460£512£-52n/an/an/an/an/an/a
    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£30n/an/an/an/an/an/a
    31/03/12£359£361£-2n/an/an/an/an/an/a
    31/03/11£382£388£-7n/an/an/an/an/an/a
    31/03/10£403£353£49n/an/an/an/an/an/a
    31/03/09£286£279£7n/an/an/an/an/an/a
    31/03/08£259£257£2n/an/an/an/an/an/a
    31/03/07£325£267£58n/an/an/an/an/an/a
    31/03/06£267£254£13n/an/an/an/an/an/a
    31/03/05£251£241£10n/an/an/an/an/an/a
    31/03/04£234£240£-6n/an/an/an/an/an/a

    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 ?
    Balance Sheet History
    Established: 29 years
    Charity Commission for England and WalesFacebookX
    UN SDGs
    ?
    Listed activities
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Practical support, advice & companionship
    How it operates
    • Provides advocacy/advice/information
    Where it operates
    • Somerset,
    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.

    Major supporters in last 5 years
    Henry Smith Charity£127,000
    Charles Hayward Foundation£50,000
    Somerset Community Foundation£38,585
    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
    Charles Hayward Foundation - Grant to Citizens Advice Somerset
    £25,000 26/10/2023
    Access to Justice - Litigants in person
    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 operate, thereby reducing the burden on public ....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 and benefit advice phone lines for Taunton, a ....more
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees

    Sorry we have no information about the Trustees.

    Legal constitution
    • Charitable company registered in England & Wales on 31/10/1995, number: 1050297
    Gift Aid
    • Registered with HMRC for Gift Aid
    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


    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

    Tips for Selecting Charities

    Which areas of philanthropy are most effective?
    The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
    Our Top Tips for Philanthropy
    Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
    How to become a Philanthropist
    In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

    Giving is Great