Finance Score: 3

Governance Score: 6

Support Score: 1

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +1

Overall GiG Score: 10

CITIZENS ADVICE STROUD & COTSWOLD DISTRICTS LTD

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 the Districts of Stroud, Cotswold, Gloucestershire and surrounding areas.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

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		£694	£554	£140	£45	£687	£545	11.8	16	64
31/03/22		£731	£592	£139	£39	£577	£440	8.9	19	56
31/03/21		£614	£503	£111	£69	£424	£311	7.4	15	127
31/03/20		£251	£444	£-193	n/a	n/a	n/a	n/a	n/a	140
31/03/19		£507	£495	£11	£0	£221	£201	4.9	20	130
31/03/18		£544	£520	£25	£1	£210	£198	4.6	26	0
31/03/17		£552	£521	£31	£0	£185	£159	3.7	20	0
31/03/16		£477	£475	£2	£0	£0	£0	n/a	0	0
31/03/15		£452	£463	£-12	£0	£0	£0	n/a	0	0
31/03/14		£385	£345	£40	£0	£0	£0	n/a	0	0
31/03/13		£227	£211	£17	£0	£0	£0	n/a	0	0
31/03/12		£203	£202	£2	£0	£0	£0	n/a	0	0
31/03/11		£271	£211	£59	£0	£0	£0	n/a	0	0
31/03/10		£250	£263	£-13	£0	£0	£0	n/a	0	0
31/03/09		£270	£273	£-3	£0	£0	£0	n/a	0	0
31/03/08		£245	£266	£-21	£0	£0	£0	n/a	0	0
31/03/07		£285	£261	£24	£0	£0	£0	n/a	0	0
31/03/06		£231	£233	£-2	£0	£0	£0	n/a	0	0
31/03/05	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/04	*	£231	£244	£-13	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.5%
Fundraising Costs/Total Spending: 8.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 11.8 months
Net Current Assets/Spending: 15 months
Quick Ratio: 6.4

Asset Split ?

Established: 21 years

www.citizensadvice-stroudandcotswold.org.uk

elizabeth.hall@ca-scd.org.uk

08088000510

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Gloucestershire,

Who it helps

The General Public/Mankind

Who works here?

16 employees
64 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
Barnwood Trust - Access Audits
£1,440	08/12/2022	ReciteMe accessibility software for website
National Lottery Community Fund - Cotswold Money Matters
£5,940	21/03/2018 12	The funding will be used to train volunteer money advice caseworkers, to proactively support people in the local area in managing their money and debts effectively.
National Lottery Community Fund - Help Through Crisis Stroud and Cotswold Districts
£499,780	03/03/2016 60	A project to provide support for people in hardship, in particular rurally-isolated older people. Working with partners the scheme will provide isolated older people with volunteer befrienders, and ....more A project to provide support for people in hardship, in particular rurally-isolated older people. Working with partners the scheme will provide isolated older people with volunteer befrienders, and advice, access and transport to services. It will also provide access to housing support, including emergency accommodation for women and families fleeing domestic abuse, community outreach, foodbank services, job clubs, and specialist support for families with parenting difficulties.
National Lottery Community Fund - Partnership for Accessibility: Advice Across the District
£169,759	25/04/2013 24	The overall aim of the Partnership for Accessibility project is to make advice and information more accessible to people in need, and to increase service efficiency and resiliency. Starting from a ....more The overall aim of the Partnership for Accessibility project is to make advice and information more accessible to people in need, and to increase service efficiency and resiliency. Starting from a base of almost no partnership working and no strategic thinking, project partners will work together to develop a well-coordinated range of services which will have a more positive and lasting impact on the lives of clients across this semi-rural district.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-73

ANDREW LINDSAY Appointed: 2023, Occupation: Solicitor

BARRY O'DRISCOLL Appointed: 2021, Occupation: Technical Advisor

CHRISTOPHER WILLIAM YOUARD UNDERHILL Appointed: 2023, Occupation: Retired

DR MARTIN COOK Appointed: 2021, Occupation: Retired

EDWARD FITTER Appointed: 2023, Occupation: Campaign Manager

JANE ELIZABETH WHALEY Appointed: 2021, Occupation: Freelance Writer

MARTYN ALAN PRICE Appointed: 2021, Occupation: Senior Project Manager

JULIET KILTY (Chair) Appointed: 2017, Occupation: Finance Director

JOHN HAMMOND Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 06/03/2003, number: 1096398
Registered at Companies House on 07/03/2002, number: 04389411

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR05: 0 days late, AR04: 74 days late,

Main office

Brunel Mall
London Road
Stroud
Gloucestershire
GL5 2BP

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 IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN THE DISTRICT OF STROUD, COTSWOLD, GLOUCESTERSHIRE AND SURROUNDING AREAS.

Defined Area of Benefit:

DISTRICT OF STROUD, GLOUCESTERSHIRE

Data Sources