Finance Score: 3

Governance Score: 6

Support Score: 9

Good reserves management: +3

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

Grant maker support: +9

Overall GiG Score: 18

BARNSLEY AND DISTRICT CITIZENS ADVICE BUREAU

i) To provide the advice people need for the problems they faceii) To improve the policies and practices that affect peoples lives

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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
The Board appears to be well diversified in terms of age and gender

Established: 21 years

www.barnsleycab.org.uk

admin.barnsley@cabnet.org.uk

01226 209900

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		£892	£932	£-40	£0	£539	£469	6	25	10
31/03/22		£903	£866	£37	£0	£579	£440	6.1	24	14
31/03/21		£926	£762	£164	£0	£541	£383	6	21	15
31/03/20		£717	£762	£-45	£0	£377	£347	5.5	21	23
31/03/19		£666	£718	£-52	£0	£422	£400	6.7	20	27
31/03/18		£662	£668	£-7	£0	£474	£445	8	19	0
31/03/17		£708	£646	£61	£0	£480	£466	8.7	19	0
31/03/16		£848	£782	£66	£0	£419	£354	5.4	24	0
31/03/15		£842	£789	£53	£4	£359	£299	4.5	23	0
31/03/14		£549	£574	£-25	£4	£306	£300	6.3	17	0
31/03/13		£545	£529	£16	£4	£330	£318	7.2	17	0
31/03/12		£534	£521	£13	£6	£314	£297	6.8	16	0
31/03/11		£739	£686	£54	£4	£301	£277	4.9	21	0
31/03/10		£852	£775	£77	£3	£247	£199	3.1	26	0
31/03/09		£696	£719	£-23	£14	£170	£141	2.4	23	0
31/03/08		£647	£632	£15	£10	£190	£147	2.8	26	0
31/03/07		£461	£504	£-43	£0	£0	£0	n/a	0	0
31/03/06		£459	£467	£-8	£0	£0	£0	n/a	0	0
31/03/05		£480	£402	£78	£0	£0	£0	n/a	0	0
31/03/04	*	£303	£225	£78	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 16%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.1

Asset Split ?

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

Barnsley,

Who it helps

The General Public/Mankind

Who works here?

25 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.

Major supporters in last 5 years

Three Guineas Trust	£148,056
Access to Justice Foundation	£48,421
National Lottery Community Fund	£9,996
DCMS	£9,965

Specific Donations

Amount	When Months	To be used for
Three Guineas Trust - Employ adviser and BSL interpreters for legal advice, casework and advocacy services to Deaf people
£148,056	27/03/2024	Employ an adviser and BSL interpreters to provide face-to-face legal advice, casework and advocacy services to Deaf people.
National Lottery Community Fund - Telephone Advice Service: Extra Capacity
£9,996	30/08/2022	The funding will be used to deliver a freephone telephone advice service for people in Barnsley. The project aims to deliver advice services remotely for clients that prefer to access support ....more The funding will be used to deliver a freephone telephone advice service for people in Barnsley. The project aims to deliver advice services remotely for clients that prefer to access support remotely.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£48,421	19/08/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
DCMS - Coronavirus Community Support Fund
£9,965	03/07/2020	"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 - Integrated Healthcare Setting Advice Service.
£9,999	14/03/2018 12	The group will deliver an advice and advocacy service, to include debt management and accessing benefits, for people leaving health care with poor mental health, with the aim of reducing ....more The group will deliver an advice and advocacy service, to include debt management and accessing benefits, for people leaving health care with poor mental health, with the aim of reducing re-admissions and promoting wellbeing.
Henry Smith Charity - Grant to Barnsley and District Citizens Advice Bureau
£89,000	08/09/2016 36	towards three years' running costs of a project providing drop-in and outreach support to disadvantaged families and those with disabled children in and around Barnsley
National Lottery Community Fund - Building Brighter Family Futures Together
£304,448	30/05/2013 36	This is a new project by Barnsley and District Citizens Advice Bureau (BDCAB), which aims to address the poverty and financial exclusion affecting many young parents in Barnsley. By supporting ....more This is a new project by Barnsley and District Citizens Advice Bureau (BDCAB), which aims to address the poverty and financial exclusion affecting many young parents in Barnsley. By supporting families in need, through helping maximise income, with advice on money management and debt, and improving employability, the effects of poverty will be mitigated and life chances of young parents enhanced._x000B_
National Lottery Community Fund - Building a joint future
£280,378	25/04/2013 24	The aim of this new project is to bring together the existing network of advice providers in the Borough of Barnsley into a collaborative partnership for delivering advice services.It will provide ....more The aim of this new project is to bring together the existing network of advice providers in the Borough of Barnsley into a collaborative partnership for delivering advice services.It will provide free, impartial advice on a range of issues including debt, housing, welfare benefits, employment and consumer matters.The new partnership will include five organisations, Barnsley Citizens Advice Bureau, DIAL Barnsley, Age UK Barnsley, Barnsley Council's Welfare Rights Service and Howells Solicitors.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-86

ALAN METHLEY Appointed: 2003, Occupation: Solicitor - Retired, Other trusteeships: JAMES EDWARD FRUDD, BARNSLEY AND DISTRICT DYSLEXIA ASSOCIATION LIMITED, BARNSLEY PREMIER LEISURE,

ADAM LEECE Appointed: 2015, Occupation: Solicitor

ANNE MARIE HOYLE Appointed: 2020, Occupation: Retired

DR ELIZABETH JANINE ELDRED (Chair) Appointed: 2014, Occupation: Retired, Other trusteeship: The Methodist Church Barnsley North West,

JOSEPH WILLIAM HAYWARD Appointed: 2003, Occupation: Council Member Local Governmen, Other trusteeship: BARNSLEY COMMUNITY BUILD,

LINDA MARY BURGESS Appointed: 2003, Occupation: Retired

MR FRANK PARNHAM, Occupation: Civil Servant

RACHAEL MARIE BURLEY Appointed: 2022, Occupation: Solicitor

SARAH POOLMAN Appointed: 2019, Occupation: South Yorkshire Police Superintendent

Legal constitution

Charitable company registered in England & Wales on 08/05/2003, number: 1097422
Registered at Companies House on 28/01/2003, number: 04649873

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
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; AR04: 36 days late,

Main office

Citizens Advice
1st Floor
Wellington House
36 Wellington Street
BARNSLEY
S701WA

Objectives

THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: 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 BARNSLEY AND THE SURROUNDING AREAS.

Defined Area of Benefit:

THE COMMUNITY IN BARNSLEY METROPOLITAN BOROUGH AND SURROUNDING AREAS

Data Sources