Finance Score: 4

Governance Score: 6

Support Score: 4

Reasonable growth: +1
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 14

WREXHAM AND DISTRICT CITIZENS ADVICE BUREAU

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

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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 gender

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		£582	£580	£2	£32	£530	£244	5	19	10
31/03/22		£815	£484	£331	£0	£528	£236	5.9	15	7
31/03/21		£462	£417	£45	n/a	n/a	n/a	n/a	n/a	5
31/03/20		£416	£386	£30	n/a	n/a	n/a	n/a	n/a	21
31/03/19		£361	£365	£-4	n/a	n/a	n/a	n/a	n/a	33
31/03/18		£361	£365	£-4	£0	£0	£0	n/a	0	0
31/03/17		£366	£393	£-27	£0	£0	£0	n/a	0	0
31/03/16		£423	£372	£51	£0	£0	£0	n/a	0	0
31/03/15		£399	£378	£21	£0	£0	£0	n/a	0	0
31/03/14	*	£409	£394	£15	£0	£0	£0	n/a	0	0
31/03/13		£456	£403	£53	£0	£0	£0	n/a	0	0
31/03/12	*	£386	£415	£-28	£0	£0	£0	n/a	0	0
31/03/11		£409	£424	£-15	£0	£0	£0	n/a	0	0
31/03/10		£392	£377	£15	£0	£0	£0	n/a	0	0
31/03/09		£349	£355	£-6	£0	£0	£0	n/a	0	0
31/03/08		£310	£319	£-8	£0	£0	£0	n/a	0	0
31/03/07		£351	£305	£46	£0	£0	£0	n/a	0	0
31/03/06		£219	£224	£-6	£0	£0	£0	n/a	0	0
31/03/05		£204	£219	£-16	£0	£0	£0	n/a	0	0
31/03/04		£205	£204	£1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.5%
Fundraising Costs/Total Spending: 5.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 46%
Reserves/Spending: 5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.4

Asset Split ?

Established: 24 years

https://www.paypal.com/uk/cgi-bin/webscr?cmd=

manager@wrexhamcab.cabnet.org.uk

01978358951

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Other Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Wrexham,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

19 employees
10 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
The Clothworkers Foundation - Grant to Wrexham & District Citizens Advice Bureaux
£50,000	25/05/2021	purchase of a building for a charity which works with people at risk of homelessness in Wales
Lloyds Bank Foundation - Grant to Wrexham & District Citizens Advice Bureau
£20,000	28/04/2011	the costs of the outreach service including the salary of the Broughton Community outreach worker, rent, car park charges, travel and running costs. The work includes target support for ethnic ....more the costs of the outreach service including the salary of the Broughton Community outreach worker, rent, car park charges, travel and running costs. The work includes target support for ethnic minority communities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-71

REBECCA WRIGHT Appointed: 2023, Occupation: Barrister

CAROLINE BETTLEY Appointed: 2019, Occupation: Retired

AMY JONES Appointed: 2020, Occupation: Charity Worker

ANTHONY LEWIS Appointed: 2013, Occupation: Certified Accountant

HEATHER PIGGOTT (Chair) Appointed: 2020, Occupation: Retired

JEREMY KENT Appointed: 2020, Occupation: Crown Servant

MIKE JAMES DAVIES Appointed: 2020, Occupation: Fire Safety Practitioner With North Wales Fire And

ROBERT WILLIAMS Appointed: 2005, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 16/05/2000, number: 1080737
Registered at Companies House on 17/03/2000, number: 03950747

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR14: 22 days late, AR12: 19 days late,

Main office

35 GROSVENOR ROAD
WREXHAM
CLWYD
LL11 1BT

Objectives

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

Defined Area of Benefit:

THE COUNTY BOROUGH OF WREXHAM AND REASONABLE PROXIMITY THERETO

Data Sources