Finance Score: 5

Governance Score: 1

Support Score: 6

Future income +5
No PartB

Narrow trustee age band: -2
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 12

WYRE FOREST CITIZENS ADVICE BUREAU

To ensure that individuals do not suffer through lack of knowledge of their rights and responsibilities or of the service available to them or through an inability to express their needs effectively. And equally,to exercise a responsible influence on both the development of social policies and services, both locally and nationally.

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 there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age
Over half the Board have joined recently

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	£300	£302	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£288	£276	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£288	£276	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£234	£219	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£216	£205	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£227	£226	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£226	£223	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£243	£223	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£249	£225	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£247	£237	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£281	£271	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£281	£266	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£257	£256	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£260	£208	£52	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£204	£205	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	£197	£184	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£174	£150	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£134	£134	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£149	£132	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£94	£90	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 28 years

www.wyreforestcab.org.uk

bureau@wyreforestcab.cabnet.org.uk

0156260194

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
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	£204,200
The Clothworkers Foundation	£10,000
DCMS	£7,306

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Wyre Forest Citizens Advice Bureau
£120,000	07/04/2022 36	towards three years' salary of Training staff and Advice Sessions Supervisors providing support for vulnerable individuals, impacted by the COVID-19 pandemic, in Wyre Forest, West Midlands.
The Clothworkers Foundation - Grant to Wyre Forest Citizens Advice
£10,000	07/04/2022	refurbishment of building for a charity supporting people with disabilties in Worcestershire
Henry Smith Charity - Grant to Wyre Forest Citizens Advice Bureau
£84,200	12/08/2020 36	towards three years' continuation funding of the salary and on costs of a Welfare Benefits Specialist Caseworker for a project providing face to face independent advice on benefits, debt and housing in Kidderminster.
DCMS - Coronavirus Community Support Fund
£7,306	07/07/2020	"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 "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Henry Smith Charity - Grant to Wyre Forest Citizens Advice Bureau
£76,000	07/09/2017 36	towards three years' salary of a Welfare Benefits Caseworker to support vulnerable people in Worcestershire
National Lottery Community Fund - Welfare Benefits Advice
£9,960	08/02/2017 12	This group will use the funding to provide benefits advice and support to clients, as well as train current staff on benefit law changes. This will improve their services and support they give to the community.
Lloyds Bank Foundation - Grant to Wyre Forest Citizens Advice Bureau
£28,000	10/08/2012	the salary of a Welfare Benefits Caseworker, training, travel, subscriptions, supervision and associated accommodation costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 51-61

GAIL ROTHNIE Appointed: 2023, Occupation: Retired

JOHN BRADFORD Appointed: 2023, Occupation: Retired

PAUL HODGSON Appointed: 2023

VINH DIEP Appointed: 2023, Occupation: Company Director

ZENA DALTON Appointed: 2024, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 26/06/1996, number: 1056390
Registered at Companies House on 29/05/1996, number: 03205031

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
Investment
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

21-23 NEW ROAD
KIDDERMINSTER
DY10 1AF

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF BENEFIT BY THE ADVANCEMENT OF EDUCATION, PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS

Defined Area of Benefit:

WYRE FORSET

Data Sources

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