Overall GiG Score: 21 ?
Finance Score: 3
Governance Score: 6
Support Score: 12
  • Liabilities <10%: +3
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +12

CALDERDALE CITIZENS ADVICE BUREAU 

The Charities principle objective is the provision of free advice to the community of Calderdale. This objective is met by the provision of local CAB outreach services, a Telephone Advice Line and specialist advice in Welfare Benefit and Debt
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • 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 well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
Established: 26 years

www.calderdalecab.org.uk

caroline.jones@calderdalecab.org.uk

01422340303

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£740£599£141£0£580£52510.5214
31/03/22£675£629£46£0£438£4388.42320
31/03/21£753£646£107£0£392£3746.92412
31/03/20*£674£615£59£0£285£2855.51922
31/03/19£509£491£18£0£225£24662118
31/03/18£484£481£3£0£0£0n/a00
31/03/17£553£759£-207£0£204£2003.2180
31/03/16£836£800£36£0£411£3124.7230
31/03/15£826£718£107£51£375£3105.2210
31/03/14£646£569£77£33£267£2324.9260
31/03/13£889£863£26£143£190£1832.5200
31/03/12£953£910£43£125£165£1542240
31/03/11£911£895£16£123£121£1161.6310
31/03/10£820£795£25£95£105£1001.5280
31/03/09£608£674£-66£86£80£701.3190
31/03/08£647£659£-12£659£145£861.6170
31/03/07£676£633£44£633£158£1132.1190
31/03/06?£738£713£25£0£0£0n/a00
31/12/04£574£649£-75£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: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 10.5 months
Net Current Assets/Spending: 12 months
Quick Ratio: 151.9
Asset Split ?
What it does
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who works here?
  • 21 employees
  • 4 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
Where it operates
  • Calderdale,

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
National Lottery Community Fund£262,414
Henry Smith Charity£180,000
Community Foundation for Calderdale£90,410
DCMS£12,570
Specific Donations
Amount When
Months
To be used for
Community Foundation for Calderdale - Help in the community (Ovenden)
£54,277 08/12/2023
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Grant to Calderdale Citizens Advice Bureau
£6,075 04/10/2023
Grant to Calderdale Citizens Advice Bureau
National Lottery Community Fund - Closing The Gap
£262,414 22/09/2023
The funding will support the organisation's advice service to provide additional advice and support to communities in Calderdale West Yorkshire (WY) who are struggling with issues relating to welfare ....more
Community Foundation for Calderdale - Grant to Calderdale Citizens Advice Bureau
£6,213 16/12/2022
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Practical Warmth Help
£2,200 06/12/2022
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Grant to Calderdale Citizens Advice Bureau
£3,500 30/11/2022
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Warmth & Well-being
£12,500 29/11/2022
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Grant to Calderdale Citizens Advice Bureau
£1,000 01/07/2022
Grant to Calderdale Citizens Advice Bureau
Henry Smith Charity - Grant to Citizens Advice Calderdale
£180,000 26/05/2022
36
towards three years' continuation funding of a project providing a caseworker service to support socially, economically and digitally excluded people in Calderdale, West Yorkshire.
Community Foundation for Calderdale - A Helping Hand
£2,500 12/05/2022
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Grant to Calderdale Citizens Advice Bureau
£520 09/12/2021
Grant to Calderdale Citizens Advice Bureau
Community Foundation for Calderdale - Energy savers
£1,625 27/10/2021
Grant to Calderdale Citizens Advice Bureau
DCMS - Coronavirus Community Support Fund
£12,570 03/07/2020
"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 ....more
Henry Smith Charity - Grant to Citizens Advice Calderdale
£180,000 12/09/2018
36
towards three years' salaries of two specialist Caseworkers and a part-time Support Worker at a project providing a home-based advice and casework service for vulnerable individuals in West Yorkshire
National Lottery Community Fund - Making Advice Work
£299,460 19/04/2013
24
This new project will provide a flexible and more joined-up advice service provision in Calderdale. It will support up to 10,800 people inc those with disabilities, people with mental health ....more
National Lottery Community Fund - CCAB Outreach Programme
£125,505 13/04/2010
36
This expansion of an existing project will offer free guidance to people in the Calderdale area of West Yorkshire. It will enable Calderdale CAB to take its work into communities where support is ....more
Esmee Fairbairn - Grant to Calderdale District CAB
£5,000 07/04/2010
2
Towards Project costs Towards the consultancy fees related to preparing a feasibility report on a proposed employee assistance enterprise.
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: 44-77
  • HEIDI WATERS Appointed: 2013, Occupation: Housing And Waste Manager
Legal constitution
  • Charitable company registered in England & Wales on 03/11/1997, number: 1065417
  • Registered at Companies House on 16/09/1997, number: 03434602
Gift Aid
  • NOT 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
  • 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
19 returns made; AR20: 11 days late,
Main office

Caroline Jones
37 HARRISON ROAD
HALIFAX
WEST YORKSHIRE
HX1 2AF

Objectives

THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: 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 CALDERDALE AND SURROUNDING AREAS.

Defined Area of Benefit:

METROPOLITAN DISTRICT OF CALDERDALE IN THE COUNTY OF WEST YORKSHIRE

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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