Finance Score: 0

Governance Score: 9

Support Score: 3

No PartB

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

Grant maker support: +3

Overall GiG Score: 12

CITIZENS ADVICE MID LINCOLNSHIRE

Advocacy/Advice providers

Analysis by Giving is Great

Positives:

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 and dynamic in terms of composition

Financial issues to consider:

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

Established: 19 years

louise.wells@citizensadvicemidlincs.org.uk

01205314534

Charity Commission for England and Wales

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	*	£466	£470	£-4	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£421	£468	£-47	n/a	n/a	n/a	n/a	n/a	5
31/03/21		£467	£406	£60	n/a	n/a	n/a	n/a	n/a	5
31/03/20		£537	£480	£57	£0	£323	£182	4.5	17	45
31/03/19		£474	£465	£9	n/a	n/a	n/a	n/a	n/a	60
31/03/18		£514	£480	£33	£0	£257	£226	5.6	23	0
31/03/17		£571	£555	£15	£0	£224	£214	4.6	23	0
31/03/16		£590	£571	£19	£30	£209	£196	4.1	25	0
31/03/15	*	£553	£505	£48	£14	£189	£164	3.9	9	0
31/03/14		£417	£387	£30	£0	£0	£0	n/a	0	0
05/04/13		£365	£339	£27	£0	£0	£0	n/a	0	0
05/04/12		£293	£332	£-38	£0	£0	£0	n/a	0	0
05/04/11		£366	£346	£19	£0	£0	£0	n/a	0	0
05/04/10		£374	£355	£19	£0	£0	£0	n/a	0	0
05/04/09		£315	£323	£-8	£0	£0	£0	n/a	0	0
05/04/08		£314	£291	£23	£0	£0	£0	n/a	0	0
05/04/07		£268	£268	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

Lincolnshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
5 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

Lincolnshire Community Foundation	£25,000
DCMS	£9,950
The Clothworkers Foundation	£9,300

Specific Donations

Amount	When Months	To be used for
Lincolnshire Community Foundation - CAB Mid Lincs Covid Project
£10,000	08/09/2020	Employment, debt & housing support
Lincolnshire Community Foundation - CAB Mid Lincs Covid Project
£2,500	08/09/2020	IT equipment for staff and mobile phones for volunteer support workers
Lincolnshire Community Foundation - CAB Mid Lincs Covid Project
£10,000	08/09/2020	Employment, debt & housing support
Lincolnshire Community Foundation - CAB Mid Lincs Covid Project
£2,500	08/09/2020	IT equipment for staff and mobile phones for volunteer support workers
DCMS - Coronavirus Community Support Fund
£9,950	31/07/2020	"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."
The Clothworkers Foundation - Grant to Citizens Advice Mid Lincolnshire
£9,300	03/09/2019	purchase of IT equipment for a charity which works with older people in Lincolnshire
National Lottery Community Fund - Celebrating Citizens Advice in the Community
£10,000	22/09/2016 12	The organisation will use the funding to run a conference in June 2017 that will bring the whole community together to celebrate the work of local volunteers, and raise awareness of local services. ....more The organisation will use the funding to run a conference in June 2017 that will bring the whole community together to celebrate the work of local volunteers, and raise awareness of local services. The event will particularly focus on groups that are hard to reach, including young, elderly, and migrant communities and hopes to reduce social isolation and improve community cohesion.
National Lottery Community Fund - Lincolnshire Advice Network (LAN)
£347,581	19/04/2013 36	The aim of this new project is for Boston Citizens Advice Bureau (BCAB) to develop a county-wide partnership across Lincolnshire Unitary Authority area of advice providers, health service ....more The aim of this new project is for Boston Citizens Advice Bureau (BCAB) to develop a county-wide partnership across Lincolnshire Unitary Authority area of advice providers, health service commissioners and statutory agencies, whose staff are involved in front-line service delivery, so that the advice needs of local people can be met more efficiently and effectively.
Lloyds Bank Foundation - Grant to Boston Citizens Advice Bureau
£27,000	27/04/2012	the salary and on costs of a Resource Development Supervisor

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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: 29-73

ANNA PUGH Appointed: 2023, Occupation: Hr Manager

CHRISTABEL JANE FELLOWES EDWARDS Appointed: 2018, Occupation: Higher Education Administration

DANIELLE AMANDA HARDY Appointed: 2023, Occupation: Solicitor

DR STUART MCDONALD CLEGG Appointed: 2019, Occupation: Payroll Agent

ELIZABETH SIMS Appointed: 2015, Occupation: Banker

JENNIFER MARGARET PATERSON Appointed: 2015, Occupation: Retired

JOHN FRANCIS KILCOYNE Appointed: 2020, Occupation: Teacher

KEVIN WILL Appointed: 2022, Occupation: Director

SIMON BRADFORD (Chair) Appointed: 2019, Occupation: Retired, Other trusteeship: CITIZENS ADVICE LINCOLNSHIRE,

Legal constitution

Charitable company registered in England & Wales on 13/10/2005, number: 1111681
Registered at Companies House on 11/05/2005, number: 05449108

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

17 returns made; AR23: 6 days late, AR15: 24 days late,

Main office

Municipal Buildings
West Street
Boston
Lincs
PE21 8QR

Objectives

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

Defined Area of Benefit:

THE BOROUGH OF BOSTON AND SURROUNDING AREAS

Data Sources