Finance Score: -3

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2
Pension deficit: -1

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 8

WESTMINSTER CITIZENS ADVICE BUREAU SERVICE

The organisation's objects are to promote any charitable purpose for the benefit of the community in Westminster 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:

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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
There is a pension deficit of £189,139

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		£1,453	£1,451	£2	£0	£212	£137	1.1	30	23
31/03/22		£1,371	£1,330	£41	£0	£211	£164	1.5	26	27
31/03/21		£1,286	£1,424	£-138	£0	£170	£164	1.4	24	40
31/03/20		£1,354	£1,315	£39	£0	£308	£306	2.8	25	89
31/03/19		£1,229	£1,143	£85	£0	£269	£266	2.8	23	81
31/03/18		£1,127	£1,066	£61	£0	£184	£183	2.1	22	0
31/03/17		£1,111	£1,100	£11	£0	£123	£122	1.3	24	0
31/03/16		£1,208	£1,155	£53	£0	£306	£306	3.2	25	0
31/03/15		£1,290	£1,262	£28	£16	£253	£231	2.2	23	0
31/03/14		£1,205	£1,138	£67	£11	£225	£30	0.3	20	0
31/03/13		£806	£816	£-10	£28	£159	£158	2.3	15	0
31/03/12		£834	£906	£-72	£5	£169	£12	0.2	21	0
31/03/11		£969	£828	£141	£9	£241	£218	3.2	18	0
31/03/10		£1,063	£990	£73	£9	£99	£67	0.8	24	0
31/03/09		£927	£919	£8	£10	£27	£-6	-0.1	22	0
31/03/08		£1,079	£1,084	£-6	£12	£58	£18	0.2	27	0
31/03/07		£1,175	£1,244	£-70	£8	£64	£14	0.1	30	0
31/03/06	*	£1,483	£1,531	£-47	£0	£0	£0	n/a	0	0
31/03/05	*	£1,604	£1,575	£29	£0	£0	£0	n/a	0	0
31/03/04		£1,434	£1,448	£-14	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 43%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 65%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.2

Asset Split ?

Established: 27 years

www.westminstercab.org.uk

feedback@westminstercab.org.uk

02077066010

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Throughout London,

Who it helps

The General Public/Mankind

Who works here?

30 employees
23 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
City Bridge Trust - Grant to Westminster Citizens Advice Bureau
£316,200	28/09/2022	£316,200 over 5 years (£61,400; £62,600; £62,800; £64,100; £65,300) towards the costs of a 0.6 FTE debt caseworker, 0.4FTE project manager/ trainer and associated running costs.
The Clothworkers Foundation - Grant to Westminster Citizens Advice
£10,000	21/07/2022	refurbishment of the centre for a charity supporting disadvantaged minority communities in London
City Bridge Trust - Grant to Westminster Citizens Advice Bureau
£107,300	28/01/2015 36	£107,300 over three years (£35,900, £35,400, £36,000) towards a debt advisor, financial workshops and associated running costs.
Lloyds Bank Foundation - Grant to Westminster Citizens Advice Bureau Service
£30,000	31/05/2013	Westminster Citizens Advice provides generalist and specialist advice services across Westminster. This volunteer project is to develop a community outreach and home visiting advice service. This ....more Westminster Citizens Advice provides generalist and specialist advice services across Westminster. This volunteer project is to develop a community outreach and home visiting advice service. This will support the most vulnerable people in the community
National Lottery Community Fund - Next Door Plus Project
£265,185	21/11/2012 24	This is a new project that aims to give support to households in Westminster who are potentially threatened with homelessness as a result of the Housing Benefits (HB) changes. The project will ....more This is a new project that aims to give support to households in Westminster who are potentially threatened with homelessness as a result of the Housing Benefits (HB) changes. The project will provide advice and information services to those affected by the HB changes to secure sustainable tenancies either locally or elsewhere, source appropriate school places for those with school aged children having to move schools.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 33-74

CHERYL SCHLOMIT CRESPO PIZARRO Appointed: 2023

JULIE FEWTRELL Appointed: 2022, Occupation: Hr Professional

JOHN ROBINSON Appointed: 2021, Occupation: Director Of Finance

KSENIA ZHELTOUKHOVA (Chair) Appointed: 2019, Occupation: Director Of Research

SHING YAN CHAU Appointed: 2019, Occupation: Financial Services

SRISHTI MAHHAJAN Appointed: 2020, Occupation: Strategy Manager

GWYNETH ANGELA MACAULAY Appointed: 2015, Occupation: Solicitor

RICHARD GELLER Appointed: 2017, Occupation: Marketing Consultant

TRISHA MANNERS Appointed: 2023, Occupation: Hr Specialist, Other trusteeship: DARLINGTON MIND LIMITED,

Legal constitution

Charitable company registered in England & Wales on 02/12/1996, number: 1059419
Registered at Companies House on 30/03/1995, number: 03039752

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
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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; AR06: 1 days late, AR05: 2 days late,

Main office

258 Harrow Road
The Stowe Centre
LONDON
W2 5ES

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF THE LONDON BOROUGH OF WESTMINSTER AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

LONDON BOROUGH OF WESTMINSTER AND SURROUNDING AREAS

Data Sources