Finance Score: 0

Governance Score: 6

Support Score: 4

No PartB

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

Grant maker support: +4

Overall GiG Score: 10

LEWES DISTRICT CITIZENS ADVICE BUREAU

The Citizens Advice service helps people resolve their legal, money and other problems by providing information and advice and by influencing policymakers. CABx use evidence of their clients' problems to campaign for improvements in laws and services that effect everyone

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

Regulatory & Governance issues to consider:

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

Established: 26 years

www.lewesdistrictcab.org.uk

ceo@lewesdistrictca.org.uk

01273 007 556

Charity Commission for England and Wales

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	£390	£343	£47	n/a	n/a	n/a	n/a	n/a	35
31/03/22	£430	£352	£78	n/a	n/a	n/a	n/a	n/a	45
31/03/21	£376	£287	£89	n/a	n/a	n/a	n/a	n/a	45
31/03/20	£260	£259	£1	n/a	n/a	n/a	n/a	n/a	40
31/03/19	£246	£243	£3	n/a	n/a	n/a	n/a	n/a	45
31/03/18	£279	£281	£-2	£0	£0	£0	n/a	0	0
31/03/17	£251	£250	£1	£0	£0	£0	n/a	0	0
31/03/16	£232	£234	£-3	£0	£0	£0	n/a	0	0
31/03/15	£265	£233	£33	£0	£0	£0	n/a	0	0
31/03/14	£209	£199	£10	£0	£0	£0	n/a	0	0
31/03/13	£182	£188	£-5	£0	£0	£0	n/a	0	0
31/03/12	£182	£168	£15	£0	£0	£0	n/a	0	0
31/03/11	£179	£175	£4	£0	£0	£0	n/a	0	0
31/03/10	£177	£171	£6	£0	£0	£0	n/a	0	0
31/03/09	£151	£166	£-16	£0	£0	£0	n/a	0	0
31/03/08	£154	£147	£7	£0	£0	£0	n/a	0	0
31/03/07	£142	£140	£2	£0	£0	£0	n/a	0	0
31/03/06	£135	£141	£-6	£0	£0	£0	n/a	0	0
31/03/05	£152	£141	£12	£0	£0	£0	n/a	0	0
31/03/04	£104	£107	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

East Sussex,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
35 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
Sussex Community Foundation - Grant to Lewes District Citizens Advice
£7,016	17/11/2023	Funding was provided to extend the provision of their Volunteer Training availability for a further 12 months.
Sussex Community Foundation - Grant to Lewes District Citizens Advice
£9,799	11/11/2022	Funding was provided towards staff costs and volunteer development.
National Lottery Community Fund - Training assistant -recruitment project
£9,799	11/11/2022	The funding will be used to hire a staff training assistant for the Citizen’s Advice hub. The project aims to increase the capacity of the group for training volunteers which will enable them to ....more The funding will be used to hire a staff training assistant for the Citizen’s Advice hub. The project aims to increase the capacity of the group for training volunteers which will enable them to cope with the increased demand for Citizen’s Advice services.
Sussex Community Foundation - Grant to Lewes and District Citizens Advice Bureau
£5,000	28/01/2021	Lewes District Citizens Advice provides free, independent and confidential advice to anyone on their rights and responsibilities. They promote equality and challenge discrimination. Funding was ....more Lewes District Citizens Advice provides free, independent and confidential advice to anyone on their rights and responsibilities. They promote equality and challenge discrimination. Funding was provided to enable them to give financial support to clients in financial hardship for essential items.
Sussex Community Foundation - Grant to Lewes and District Citizens Advice Bureau
£9,465	13/07/2020	Funding will help fund a part-time staff member to provide specialist debt and welfare benefits casework for the 'newly indebted'; those families and individuals who have never missed a rent/mortgage ....more Funding will help fund a part-time staff member to provide specialist debt and welfare benefits casework for the 'newly indebted'; those families and individuals who have never missed a rent/mortgage or council tax payment before but who are facing a shortfall and are seriously at risk from doorstep lenders or racking up credit card bills that they can no longer service.
Sussex Community Foundation - Grant to Lewes and District Citizens Advice Bureau
£5,000	01/06/2020	Lewes District Citizens Advice provides free, independent and confidential advice to anyone on their rights and responsibilities. They are currently remote working, causing a loss of volunteers ....more Lewes District Citizens Advice provides free, independent and confidential advice to anyone on their rights and responsibilities. They are currently remote working, causing a loss of volunteers resources and are recruiting ten volunteers to embrace new technologies and work from home as part of a digital team. Funding is for for ten new laptops and other hardware to set up the new volunteers to working from home.
Sussex Community Foundation - Grant to Lewes and District Citizens Advice Bureau
£5,000	16/11/2018 11	Funding was provided for volunteer recruitment and training.
Sussex Community Foundation - Grant to Lewes and District Citizens Advice Bureau
£5,000	20/11/2017 12	Lewes District Citizens Advice provides free, independent, and confidential advice to anyone of their rights and responsibilities. Funding was provided to support the recruitment and training of a ....more Lewes District Citizens Advice provides free, independent, and confidential advice to anyone of their rights and responsibilities. Funding was provided to support the recruitment and training of a cohort of form fillers to work across the district to help clients fill in forms for the 3 health/disability related benefit forms.
Nationwide Foundation - Grant to Lewes and Seaford Citizens Advice Bureau
£4,833	06/02/2012	Provision of salary costs for the debt adviser to provide an extra day's debt advice each week for people over 50

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 42-67

ALISON RACHEL LAWFIELD (Chair) Appointed: 2023, Occupation: Company Director

GAVIN HAINES Appointed: 2023, Occupation: Senior Accounts Manager

JULIA CATHERINE HAMMOND Appointed: 2022, Occupation: Retired Finance Director

NICOLA JAYNE MORGAN Appointed: 2022, Occupation: Business Consultant

KEVIN POWELL Appointed: 1997, Occupation: Chartered Accountant

SARAH LOUISE KOLKMAN Appointed: 2020, Occupation: Retired, Other trusteeship: MUSIC OF LIFE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 16/02/1998, number: 1068146
Registered at Companies House on 23/12/1997, number: 03485336

Gift Aid

NOT 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
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

15-19 Chapel Street
Newhaven
EAST SUSSEX
BN9 9PN

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN LEWES AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION , THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

EAST SUSSEX . SPECIFICALLY LEWES DISTRICT.

Data Sources