Overall GiG Score: 18 ?
Finance Score: 5
Governance Score: 4
Support Score: 9
  • Liabilities <10%: +3
  • Strong growth: +2
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +9

CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD 

To provide information, advice, assistance and representation to anyone on a range of issues, including welfare benefits, debt, housing, employment, relationship, consumer and legal. To exert a responsible influence on the development of policies locally and nationally.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age
Established: 26 years

http://www.edpcitizensadvice.org.uk

helen.goldsack@edpcitizensadvice.org.uk

01929551875

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£1,057£915£142£0£601£4706.23443
31/03/22£837£805£32£0£460£4206.33343
31/03/21£936£890£47£0£255£2333.12948
31/03/20£318£293£25n/an/an/an/an/a36
31/03/19£250£236£15n/an/an/an/an/a49
31/03/18£270£231£40£0£0£0n/a00
31/03/17£215£207£8£0£0£0n/a00
31/03/16£160£161£0£0£0£0n/a00
31/03/15£134£124£9£0£0£0n/a00
31/03/14£114£111£3£0£0£0n/a00
31/03/13£108£97£10£0£0£0n/a00
31/03/12£114£110£4£0£0£0n/a00
31/03/11£310£250£60£0£0£0n/a00
31/03/10£285£278£7£0£0£0n/a00
31/03/09£258£257£1£0£0£0n/a00
31/03/08£136£135£0£0£0£0n/a00
31/03/07*£112£102£10£0£0£0n/a00
31/03/06£102£102£0£0£0£0n/a00
31/03/05£89£86£3£0£0£0n/a00
31/03/04*£96£97£-2£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: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 7.2
Asset Split ?
What it does
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • General Charitable Purposes
Who works here?
  • 34 employees
  • 43 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Dorset,

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
Dorset Community Foundation£178,185
Henry Smith Charity£150,300
Quartet Community Foundation£66,172
National Lottery Community Fund£10,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Citizens Advice in East Dorset and Purbeck
£11,400 26/05/2023
As directed by the donor towards debt advice work.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£10,500 20/03/2023
To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£26,250 06/02/2023
To be used to distribute Surviving Winter grants as per the letter of agreement.
Quartet Community Foundation - Grant to Citizens Advice in East Dorset and Purbeck
£42,212 10/01/2023
As advised by donor towards debt advice.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£21,000 06/01/2023
To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£6,510 08/12/2022
To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£15,750 16/11/2022
To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£27,050 13/09/2022
To be used to distribute Surviving Winter grants as per the letter of agreement.
Quartet Community Foundation - Grant to Citizens Advice in East Dorset and Purbeck
£2,160 09/06/2022
As advised by donor towards debt advice.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£30,750 14/01/2022
To be used to distribute Surviving Winter grants as per the letter of agreement.
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£15,375 17/11/2021
To distribute Surviving Winter Grants of £200 to households experiencing fuel poverty
Dorset Community Foundation - Grant to East Dorset and Purbeck Citizens Advice
£25,000 31/08/2021
To distribute Surviving Winter Grants of £200 to households experiencing fuel poverty
Quartet Community Foundation - Grant to Purbeck Citizens Advice
£5,400 18/06/2020
As advised by donor
Henry Smith Charity - Grant to Purbeck Citizens Advice Bureau
£150,300 10/06/2020
36
towards three years' running costs of Moving On2, a project to provide information, support and advice for households to achieve, or prevent loss of, suitable accommodation in Purbeck
National Lottery Community Fund - Volunteer Up
£10,000 22/04/2020
8
Funding will be used to increase the number of volunteer advisers. It will deliver a recruitment drive 16 weekly training sessions shadowing of existing volunteers and offer advice on health and ....more
Quartet Community Foundation - Future Proof Youth
£5,000 24/09/2019
18
Money skills and awareness programme for young people in the Purbeck area.
National Lottery Community Fund - Financial Capability Training
£9,960 17/08/2018
12
The funding will be used to run a series of educational workshops. The project aims to teach young people the importance of budgeting and help them make better financial decisions.
Co-Operative Group - Grant to Citizens Advice Purbeck
£8,661 29/11/2017
We need to fund the additional costs associated with visiting people in their homes.
Lloyds Bank Foundation - Grant to CAB - Purbeck
£74,279 24/11/2016
36
To fund targeted casework support for people who are homeless or are at risk of homelessness.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 62-79
Legal constitution
  • Charitable company registered in England & Wales on 03/03/1998, number: 1068414
  • Registered at Companies House on 13/02/1998, number: 03510199
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; AR07: 33 days late, AR04: 1 days late,
Recent reorganisation events:
  • Asset transfer in from EAST DORSET CITIZENS ADVICE BUREAUX on 02/03/2023
Main office

MILL LANE
WAREHAM
BH20 4RA

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 FOR THE BENEFIT OF THE COMMUNITY THROUGHOUT ENGLAND AND WALES.?

Defined Area of Benefit:

PURBECK

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

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