Finance Score: 2

Governance Score: -2

Support Score: 5

Strong growth: +2

Narrow trustee age band: -2

Grant maker support: +5

Overall GiG Score: 5

NORTH AND WEST GLOUCESTERSHIRE CITIZENS ADVICE

To provide a generalist advice service to the population of the district of The Forest of Dean, ensuring that individuals do not suffer through lack of knowledge of their rights and responsibilities, or of the needs of services available to them, or through an inability to express their needs effectively and to exercise a responsible influence on the development of Social Policy.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 22 years

www.gloscab.org.uk

info@gloscab.org.uk

01452527202

Charity Commission for England and Wales

Tweets

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		£1,680	£1,342	£338	£0	£700	£446	4	51	45
31/03/22	*	£998	£887	£111	£0	£362	£345	4.7	34	45
31/03/21		£912	£825	£87	£0	£251	£250	3.6	31	60
31/03/20		£702	£699	£3	£0	£163	£158	2.7	26	95
31/03/19		£407	£371	£36	n/a	n/a	n/a	n/a	n/a	88
31/03/18		£202	£221	£-19	£0	£0	£0	n/a	0	0
31/03/17		£189	£214	£-25	£0	£0	£0	n/a	0	0
31/03/16		£235	£252	£-17	£0	£0	£0	n/a	0	0
31/03/15		£294	£260	£34	£0	£0	£0	n/a	0	0
31/03/14		£235	£265	£-29	£0	£0	£0	n/a	0	0
31/03/13		£232	£215	£17	£0	£0	£0	n/a	0	0
31/03/12		£232	£229	£2	£0	£0	£0	n/a	0	0
31/03/11		£301	£280	£21	£0	£0	£0	n/a	0	0
31/03/10		£289	£300	£-11	£0	£0	£0	n/a	0	0
31/03/09	*	£279	£271	£8	£0	£0	£0	n/a	0	0
31/03/08		£274	£286	£-13	£0	£0	£0	n/a	0	0
31/03/07		£304	£258	£46	£0	£0	£0	n/a	0	0
31/03/06		£236	£245	£-9	£0	£0	£0	n/a	0	0
31/03/05	*	£309	£314	£-5	£0	£0	£0	n/a	0	0
31/03/04		£313	£326	£-12	£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: 23%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.7

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Gloucestershire,

Who it helps

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

Who works here?

51 employees
45 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

Barnwood Trust	£29,440
DCMS	£24,655
National Lottery Community Fund	£9,664

Specific Donations

Amount	When Months	To be used for
Barnwood Trust - Access Audits
£1,440	08/12/2022	ReciteMe accessibility software for website
Barnwood Trust - Organisational and Groups Funding
£20,000	16/11/2021	Benefit Buddies' pilot project
Barnwood Trust - Organisational and Groups Funding
£8,000	08/06/2021	New equipment to enable Covid-safe advice sessions
DCMS - Coronavirus Community Support Fund
£24,655	05/10/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Training for Future Advice
£9,664	23/08/2019 12	Training for Future Advice
Comic Relief - Budgeting Skills for Life
£109,880	25/11/2015 36	The project will tackle the issues of severe financial hardship experienced by low income families in the Forest of Dean. Adults and young people will learn about managing their money better through ....more The project will tackle the issues of severe financial hardship experienced by low income families in the Forest of Dean. Adults and young people will learn about managing their money better through budgeting.The grant will pay for a part time Financial Capability Worker and a part time Debt and Welfare Case Worker, plus associated management and operational costs. Working age people with limited incomes will learn about the effects of changes to benefits, general money management skills and how to prevent debt becoming unmanageable, helping them to improve their financial capability, and be able to maximise their income. Young people will learn new skills for a better future.
National Lottery Community Fund - Forest of Dean Advice Partnership Pathway
£258,960	19/04/2013 24	The aim of this project is to create a multi-agency partnership advice network led by the Forest of Dean Citizens Advice Bureau (FODCAB) that can be accessed via any of the participating agencies, ....more The aim of this project is to create a multi-agency partnership advice network led by the Forest of Dean Citizens Advice Bureau (FODCAB) that can be accessed via any of the participating agencies, providing a gateway into the most appropriate advice service. The network would offer a range of advice services including an accessible venue covering in particular debt, housing, welfare and employment. The project will develop the network on a hub and spoke model with FODCAB as the hub and lead organisation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 65-68

DEREK STANLEY JONES Appointed: 2018, Occupation: Solicitor, Other trusteeship: PATA (UK),

MALCOM VINE Appointed: 2017, Occupation: Retired

MICHAEL MINTRAM Appointed: 2021, Occupation: Retired

PETER EDWARD WHITTALL Appointed: 2018, Occupation: Company Director

VARETA BRYAN Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 07/05/2002, number: 1091891
Registered at Companies House on 14/02/2002, number: 04373653

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
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; AR22: 24 days late, AR09: 108 days late, AR05: 1 days late,

Main office

Messenger House
35 St Michael's Square
Gloucester
Gloucestershire
GL1 1HX

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE FOREST OF DEAN AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

THE COMMUNITY IN THE FOREST OF DEAN AND SURROUNDING AREAS

Data Sources