Overall GiG Score: 16 ?
Finance Score: 0
Governance Score: 9
Support Score: 7
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +7

EPSOM AND EWELL CITIZENS ADVICE BUREAU 

THE PROVISION OF FREE, CONFIDENTIAL, INDEPENDENT AND IMPARTIAL ADVICE, INFORMATION AND COUNSEL FOR MEMBERS OF THE PUBLIC. ADVISORY SERVICES ARE PROVIDED THROUGH FACE-TO-FACE CONSULTATIONS, BY TELEPHONE, BY CORRESPONDENCE, AND VIA ELECTRONIC MEDIA.
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 and a Community Foundation and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender 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: 23 years

caee.org.uk

office@caee.org.uk

01372732626

Charity Commission for England and WalesCompanies HouseInstagramX
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£352£360£-8n/an/an/an/an/a55
31/03/22£339£338£1n/an/an/an/an/a54
31/03/21£334£312£22n/an/an/an/an/a68
31/03/20£287£282£4n/an/an/an/an/a60
31/03/19£281£296£-15n/an/an/an/an/a64
31/03/18£281£275£6£0£0£0n/a00
31/03/17£286£299£-13£0£0£0n/a00
31/03/16£347£343£4£0£0£0n/a00
31/03/15£306£325£-20£0£0£0n/a00
31/03/14£287£266£21£0£0£0n/a00
31/03/13£198£199£-1£0£0£0n/a00
31/03/12£196£212£-16£0£0£0n/a00
31/03/11£173£192£-20£0£0£0n/a00
31/03/10£247£188£59£0£0£0n/a00
31/03/09£142£127£15£0£0£0n/a00
31/03/08£143£128£15£0£0£0n/a00
31/03/07£141£136£5£0£0£0n/a00
31/03/06£120£116£3£0£0£0n/a00
31/03/05£98£98£-1£0£0£0n/a00
31/03/04£82£79£3£0£0£0n/a00

Highest pay bracket: less than £60,000
What it does
  • General Charitable Purposes
Who works here?
  • 55 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Surrey,

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
Henry Smith Charity - Grant to Citizens Advice Bureau Epsom and Ewell
£135,500 11/05/2023
36
towards three years' continuation funding of the salary and on costs of the Caseworker at a project providing advocacy support for people with severe mental health issues in Epsom and Ewell, Reigate ....more
Community Foundation for Surrey - Funding for the costs of running hardship awards programme for people in need in Epsom & Ewell
£5,000 02/02/2023
Funding for the costs of running hardship awards programme for people in need in Epsom & Ewell
Community Foundation for Surrey - Mental Health Outreach Project
£1,250 24/10/2022
Funding is towards the costs of a mental health outreach project for people in Epsom and Ewell with severe and enduring mental health conditions.
Community Foundation for Surrey - COVID19 - Advice and support
£10,000 03/09/2020
11
Funding for a specialist Housing Caseworker to support homeless people and people facing homelessness
Community Foundation for Surrey - Covid 19 Response - Advice and support
£5,000 08/04/2020
Funding toward temporary extra salary cost and the cost of ensuring all staff can work from home, for an organisation, based in Epsom and Ewell, that offers free legal advice, during the COVID-19 ....more
Community Foundation for Surrey - Essential Running Costs
£5,000 01/04/2020
10
Funding towards the essential running costs of a free legal advice service based in Epsom and Ewell.
Henry Smith Charity - Grant to Citizens Advice Bureau Epsom and Ewell
£80,800 10/12/2019
36
towards three years' salary of a 0.5 FTE Caseworker at a project providing advice, support and advocacy for individuals with severe and enduring mental health issues in East Surrey
Community Foundation for Surrey - Mental Health Outreach Project
£12,000 07/10/2019
11
Citizens Advice Bureau Mental Health Outreach Project.
National Lottery Community Fund - Marking 80 Years of Advice
£7,435 27/03/2019
12
The project will use funding to put on a multi-generational variety show and exhibition of WWII historical events, memories and stories with younger people.
Community Foundation for Surrey - Advice for people with severe and enduring mental health issues
£2,889 09/02/2017
11
To support a specialist Mental Health Outreach service, which provides an in-depth and supportive advice service for clients with severe and enduring mental health issues.
Lloyds Bank Foundation - Grant to CAB - Epsom & Ewell
£61,379 21/07/2016
36
Providing clients with information, advice and representation. The grant will fund the salary of a pt specialist mental health caseworker supporting clients with severe and enduring mental health ....more
National Lottery Community Fund - Mental Health Outreach Project
£298,352 11/02/2013
36
This project will extend its outreach service for people with severe and enduring mental health concerns, providing advice on issues such as housing and debt management. The service provides support ....more
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: 34-71
Legal constitution
  • Charitable company registered in England & Wales on 23/03/2001, number: 1085779
  • Registered at Companies House on 27/09/2000, number: 04079521
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022
Main office

THE OLD TOWN HALL
THE PARADE
EPSOM
SURREY
KT18 5AG

Objectives

THE CHARITYãS 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 IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN EPSOM AND EWELL AND SURROUNDING AREAS.

Defined Area of Benefit:

EPSOM AND EWELL AND SURROUNDING AREAS

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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