Finance Score: 2

Governance Score: 9

Support Score: 10

Strong growth: +2
No PartB

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

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 21

BRIDPORT AND DISTRICT CITIZENS ADVICE BUREAU

To provide advice and information free of charge to the people of Bridport and surrounding areas

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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		£270	£253	£17	n/a	n/a	n/a	n/a	n/a	59
31/03/22		£246	£245	£1	n/a	n/a	n/a	n/a	n/a	63
31/03/21		£288	£219	£69	n/a	n/a	n/a	n/a	n/a	61
31/03/20		£147	£151	£-5	n/a	n/a	n/a	n/a	n/a	63
31/03/19		£147	£132	£15	n/a	n/a	n/a	n/a	n/a	66
31/03/18		£126	£133	£-8	£0	£0	£0	n/a	0	0
31/03/17		£156	£147	£8	£0	£0	£0	n/a	0	0
31/03/16		£146	£131	£15	£0	£0	£0	n/a	0	0
31/03/15		£149	£131	£18	£0	£0	£0	n/a	0	0
31/03/14		£137	£124	£12	£0	£0	£0	n/a	0	0
31/03/13	*	£107	£118	£-11	£0	£0	£0	n/a	0	0
31/03/12		£116	£120	£-5	£0	£0	£0	n/a	0	0
31/03/11		£124	£123	£1	£0	£0	£0	n/a	0	0
31/03/10		£137	£122	£15	£0	£0	£0	n/a	0	0
31/03/09		£118	£99	£18	£0	£0	£0	n/a	0	0
31/03/08		£115	£80	£34	£0	£0	£0	n/a	0	0
31/03/07	*	£74	£77	£-4	£0	£0	£0	n/a	0	0
31/03/06		£85	£83	£3	£0	£0	£0	n/a	0	0
31/03/05		£65	£70	£-5	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

https://bridportca.org.uk

advice@bridport-cab.org.uk

01308456594

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
59 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

Henry Smith Charity	£177,100
Access to Justice Foundation	£16,567
Quartet Community Foundation	£2,750

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Citizens Advice Bridport and District
£2,750	13/06/2023	As directed by the donor towards debt advice.
Henry Smith Charity - Grant to Bridport and District Citizens Advice
£177,100	09/11/2022 36	towards three years' running costs of a welfare and benefits advice service for people from disadvantaged communities in Dorset.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£16,567	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
Lloyds Bank Foundation - Grant to CAB - Bridport and District
£18,000	28/04/2011	the costs of the Home Visiting Service, including Supervisor and database
Nationwide Foundation - Grant to Bridport & District Citizens Advice Bureau
£5,000	24/01/2011	Salary costs for 2 specialist part-time advisers who provide expertise and support on finance and housing matters for older people

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-71

JACQUI BISHOP Appointed: 2024, Occupation: Civil Servant

LAVINIA SONNENBERG Appointed: 2024, Occupation: Healthcare Consultant

SUE PEMBERTON Appointed: 2023, Occupation: Civil Servant

WILLIAM GEOFFREY JONES Appointed: 2022, Occupation: Retired Teacher

DAVID KEITH MATHIESON GIBSON Appointed: 2022, Occupation: Retired, Other trusteeship: CITIZENS ADVICE IN DORSET,

GRAHAM WILLIAM SMITH Appointed: 2019, Occupation: Hr Director

COLIN WILLIAM MCREAVIE Appointed: 2020, Occupation: Accountant, Other trusteeships: FORSTER INSTITUTE, BRADPOLE FORSTER VILLAGE HALL,

Legal constitution

Charitable company registered in England & Wales on 16/01/2004, number: 1101576
Registered at Companies House on 26/08/2003, number: 04876990

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

19 returns made; AR13: 377 days late, AR07: 23 days late,

Main office

CITIZENS ADVICE BUREAU
45 SOUTH STREET
BRIDPORT
DT6 3NY

Objectives

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 BRIDPORT AND THE SURROUNDING AREAS.

Defined Area of Benefit:

THE COMMUNITY IN BRIDPORT AND DISTRICT

Data Sources