Finance Score: 8

Governance Score: 4

Support Score: 9

Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +9

Overall GiG Score: 21

CITIZENS ADVICE CENTRAL DORSET LIMITED

Helping people to resolve legal, money and other problems, by providing free information and advice and by informing policy makers.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Established: 23 years

01305262525

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		£1,118	£1,118	£0	£0	£399	£335	3.6	46	124
31/03/22		£988	£1,044	£-56	£1	£398	£341	3.9	44	133
31/03/21		£1,043	£979	£64	£3	£455	£384	4.7	45	137
31/03/20		£1,022	£878	£143	£1	£391	£322	4.4	42	159
31/03/19		£616	£634	£-18	£0	£248	£220	4.2	37	96
31/03/18		£740	£706	£34	£0	£265	£227	3.9	19	0
31/03/17		£492	£499	£-7	£0	£0	£0	n/a	0	0
31/03/16	*	£495	£473	£22	£0	£0	£0	n/a	0	0
31/03/15		£477	£440	£38	£0	£0	£0	n/a	0	0
31/03/14		£472	£493	£-21	£0	£0	£0	n/a	0	0
31/03/13		£539	£554	£-15	£9	£199	£110	2.4	15	0
31/03/12		£397	£375	£22	£0	£0	£0	n/a	0	0
31/03/11	*	£394	£376	£17	£0	£0	£0	n/a	0	0
31/03/10		£292	£306	£-14	£0	£0	£0	n/a	0	0
31/03/09		£275	£274	£1	£0	£0	£0	n/a	0	0
31/03/08		£354	£317	£36	£0	£0	£0	n/a	0	0
31/03/07	*	£272	£260	£12	£0	£0	£0	n/a	0	0
31/03/06	*	£252	£215	£36	£0	£0	£0	n/a	0	0
31/03/05		£246	£241	£5	£0	£0	£0	n/a	0	0
31/03/04	*	£182	£182	£0	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 29%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who works here?

46 employees
124 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.

Major supporters in last 5 years

Access to Justice Foundation	£345,336
Dorset Community Foundation	£65,000
DCMS	£16,000

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Corton Hill
£30,000	06/03/2023	Grant restricted to North Dorset beneficiaries - charity supporting people experiencing poverty with financial advice and advocacy
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£128,193	13/09/2022	Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social ....more Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social welfare and family legal advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant will provide the support needed to help people manage their way through the process effectively. A key feature of this programme is expected to focus on helping us all understand what works better in terms of service delivery and also to help make the case for future investment in this work.
Dorset Community Foundation - Corton Hill
£30,000	14/03/2022	Core funding for financial advice services the address poverty and employment issues
Dorset Community Foundation - Grant to Citizens Advice Central
£3,000	25/11/2021	Contribution to the cost of delivering an advice service through a dedicated caseworker on Portland, to support people in financial difficulty
Dorset Community Foundation - Portland Citizens Advice Caseworker
£2,000	08/11/2021	Contribution to new caseworker for community of Portland - financial advice and support results in health outcomes due to reduction of anxiety and ability to afford healthy living
Access to Justice Foundation - Legal Support for Litigants in Person Grant
£217,143	24/09/2020	LSLIP is a two-year project funded by the Ministry of Justice (MoJ). It aims to enhance services that support the earliest possible interventions for litigants in person reducing the risk of their ....more LSLIP is a two-year project funded by the Ministry of Justice (MoJ). It aims to enhance services that support the earliest possible interventions for litigants in person reducing the risk of their problems escalating. To develop our understanding of how and when litigants in person access different services to help ensure that services are designed around the people who need to use them. To build an evidence base of what works and what doesn’t by evaluating the effectiveness of the support delivered by the new grant to litigants in person.
DCMS - VSCE CMC Fund
£16,000	22/07/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Garfield Weston Foundation - Main Grants award
£10,000	17/09/2018	Oasis in an Advice Desert - Maintaining a rural advice service
National Lottery Community Fund - Effecting change for all
£10,000	05/07/2017 12	This group will use the funding to train volunteers, so that they can provide better advocacy services to the local community. This will increase people’s understanding of local services which will ....more This group will use the funding to train volunteers, so that they can provide better advocacy services to the local community. This will increase people’s understanding of local services which will give them confidence to engage with their local community.
Lloyds Bank Foundation - Grant to Dorchester, Sherborne and District CAB
£14,616	17/05/2017 12	The grant would fund additional capacity (Business Manager, IT and financial support) to support the transition and development phase following the merger of two CAB organisations.
Henry Smith Charity - Grant to Dorchester Sherborne and District Citizens Advice Bureau
£31,300	10/03/2016 12	towards one year's continuation funding of the salary of the Welfare Benefits and Debt Caseworker at a CAB in Dorset
Henry Smith Charity - Grant to Dorchester Sherborne and District Citizens Advice Bureau
£91,400	05/12/2012 36	towards three years' salary of a Debt and Benefits Adviser in West Dorset

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 29-72

ADRIAN HECTOR GOLDSACK (Chair) Appointed: 2017, Occupation: Retired, Other trusteeship: CITIZENS ADVICE IN DORSET,

CHRISTOPHER BALFE Appointed: 2024, Occupation: Retired

DAVID ALFORD COLLINS Appointed: 2017, Occupation: Accountant

DR KUNAL DINESHCHANDRA KANSARA Appointed: 2023, Occupation: Lecturer

JEAN-PAUL DERVLEY Appointed: 2020, Occupation: Retired, Other trusteeship: WEYMOUTH FOODBANK,

PETER DALE GREEN Appointed: 2002, Occupation: Teacher, Other trusteeship: DORCHESTER YMCA CIO,

R J BAKER

SARAH HOWARD Appointed: 2024, Occupation: Nhs Manager

STEFANO ABIS Appointed: 2024, Occupation: Company Director

STEPHEN BEARE Appointed: 2019, Occupation: Retired

STEPHEN PAYNE Appointed: 2024, Occupation: Retired

STUART DAWSON Appointed: 2021, Occupation: Retired, Other trusteeships: CITIZENS ADVICE IN DORSET, DORCHESTER BAPTIST CHURCH, DORCHESTER FOODBANK,

TRACY MCGREGOR Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 24/10/2001, number: 1089018
Registered at Companies House on 28/03/2001, number: 04188591

Gift Aid

Registered with HMRC for Gift Aid

Event History

20/01/2014 - Asset transfer in from SHERBORNE AND DISTRICT CITIZENS ADVICE BUREAU
14/09/2021 - Asset transfer in from WEYMOUTH AND PORTLAND CITIZENS ADVICE BUREAU
05/06/2023 - Asset transfer in from MEDIATION DORSET

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

20 returns made; AR16: 0 days late, AR11: 16 days late, AR07: 1 days late, AR06: 1 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from WEYMOUTH AND PORTLAND CITIZENS ADVICE BUREAU on 14/09/2021
Asset transfer in from MEDIATION DORSET on 05/06/2023

Main office

Citizens Advice Central Dorset
1 Acland Road
DORCHESTER
Dorset
DT1 1JW

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY THROUGHOUT ENGLAND AND WALES BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

DORCHESTER, SHERBORNE AND ITS SURROUNDING AREAS

Data Sources