Finance Score: 0

Governance Score: 5

Support Score: 5

No PartB

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

Grant maker support: +5

Overall GiG Score: 10

TUNBRIDGE WELLS & DISTRICT CITIZENS ADVICE BUREAU

The aims of the service are to ensure that individuals do not suffer through lack of knowledge of their rights and responsibilities or of the services available to them or through an inability to express their needs effectively; and equally to exercise a responsible influence on the development of social policies and services, both locally and nationally.

Analysis by Giving is Great

Positives:

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:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£657	£683	£-26	£19	£234	£234	4.1	11	15
31/03/21		£513	£451	£62	£18	£260	£260	6.9	18	12
31/03/20		£363	£377	£-15	n/a	n/a	n/a	n/a	n/a	50
31/03/19		£318	£306	£12	n/a	n/a	n/a	n/a	n/a	65
31/03/18		£240	£255	£-15	£0	£0	£0	n/a	0	0
31/03/17		£255	£265	£-11	£0	£0	£0	n/a	0	0
31/03/16		£315	£305	£10	£0	£0	£0	n/a	0	0
31/03/15		£357	£328	£28	£0	£0	£0	n/a	0	0
31/03/14		£342	£298	£44	£0	£0	£0	n/a	0	0
31/03/13		£469	£442	£26	£0	£0	£0	n/a	0	0
31/03/12		£402	£413	£-12	£0	£0	£0	n/a	0	0
31/03/11		£406	£414	£-8	£0	£0	£0	n/a	0	0
31/03/10		£416	£383	£33	£0	£0	£0	n/a	0	0
31/03/09		£363	£352	£11	£0	£0	£0	n/a	0	0
31/03/08		£316	£333	£-17	£0	£0	£0	n/a	0	0
31/03/07		£324	£339	£-15	£0	£0	£0	n/a	0	0
31/03/06		£317	£333	£-17	£0	£0	£0	n/a	0	0
31/03/05	*	£334	£283	£51	£0	£0	£0	n/a	0	0
31/03/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 21 years

www.catwd.org.uk

advice@catwd.org.uk

01892600161

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

East Sussex, Kent,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

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

DCMS	£65,082
National Lottery Community Fund	£20,000
The Clothworkers Foundation	£3,135

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Training new volunteers to meet the growing need for free impartial advice
£10,000	17/09/2021	The funding will be used to recruit and train new and existing volunteer advisors for the citizen’s advice service. The project aims to build their capacity in order to meet growing demand for ....more The funding will be used to recruit and train new and existing volunteer advisors for the citizen’s advice service. The project aims to build their capacity in order to meet growing demand for support from people in financial need.
DCMS - Coronavirus Community Support Fund
£65,082	26/08/2020	"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."
The Clothworkers Foundation - Grant to Citizens Advice Tunbridge Wells & District
£3,135	19/06/2020	COVID19 : purchase IT equipment for a charity that works with people with disabilties and the extended community in Kent
National Lottery Community Fund - Investing in our Volunteers
£10,000	05/02/2020 12	The organisation will use funding to train staff on mental health issues they may need to deal with. The project aims to provide more support for vulnerable people within the community.
Garfield Weston Foundation - Main Grants award
£7,500	29/11/2018	Prescribed Advice
National Lottery Community Fund - New volunteers
£10,000	17/08/2018 12	The funding will be used to support the recruitment of volunteers and provide them with key skills. It will also be used to provide support and advice to the wider community.
The MSE Charity - Grant to Citizens Advice Tunbridge Wells & District
£4,000	15/11/2017	Financial capability sessions for people with housing issues
The MSE Charity - Grant to Gloucester & District Citizens Advice Bureau
£4,000	15/11/2017	Talking Money in Tewkesbury training for 40 frontline workers who offer clients financial capability support.
National Lottery Community Fund - Organisational development - much needed IT upgrade for our staff and
£10,000	26/04/2017 12	This organisation will use the funding to purchase new computers to improve the services it provides. This will improve capacity in order to meet new demand and overcome the issues that old equipment ....more This organisation will use the funding to purchase new computers to improve the services it provides. This will improve capacity in order to meet new demand and overcome the issues that old equipment is causing for people.
National Lottery Community Fund - Partnership in Action
£198,086	25/04/2013 24	The aim of this new project will see Tunbridge Wells and District CAB (TWCAB) lead a partnership with 10 other organisations to promote collaborative working to provide a more holistic approach to ....more The aim of this new project will see Tunbridge Wells and District CAB (TWCAB) lead a partnership with 10 other organisations to promote collaborative working to provide a more holistic approach to advise giving through training and support. It will support clients with complex problems at a time of substantial changes in the Welfare Benefits System and cuts in income. By harnessing the strengths of each organisation, the partnership will sustain a community advice service fit for the future.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-68

ELAINE MARGARET ABBS Appointed: 2016, Occupation: Solicitor, Other trusteeships: FRIENDS OF THE TUNBRIDGE WELLS AND DISTRICT CITIZENS ADVICE BUREAUX, CITIZENS ADVICE IN NORTH & WEST KENT,

GEORGE JOHNSTON GORDON Appointed: 2021, Occupation: Corporate Affairs Director, Other trusteeship: CITIZENS ADVICE IN NORTH & WEST KENT,

MR THOMAS JAMES BOURNE Appointed: 2016, Occupation: Solicitor

PETER GEORGE LAWNE Appointed: 2017, Occupation: Retired, Other trusteeships: GROOMBRIDGE MEN'S SHED, GROOMBRIDGE SPORTS GROUND,

PETER JOHN OAKFORD (Chair) Appointed: 2021, Occupation: Retired, Other trusteeship: CITIZENS ADVICE IN NORTH & WEST KENT,

Legal constitution

Charitable company registered in England & Wales on 17/07/2003, number: 1098603
Registered at Companies House on 17/01/2003, number: 04641079

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR23: 11 days late, AR05: 2 days late,

Recent reorganisation events:

Asset transfer in from KENT AND MEDWAY CITIZENS ADVICE on 27/03/2020

Main office

Unit 132
Royal Victoria Place
Tunbridge Wells
Kent
TN1 2SR

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN TUNBRIDGE WELLS BOROUGH AND THE SURROUNDING AREAS (THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

TUNBRIDGE WELLS BOROUGH AND THE SURROUNDING AREAS

Data Sources