Finance Score: 0

Governance Score: -5

Support Score: 3

Strong growth: +2
Multiple Deficits: -2
No PartB

Narrow trustee age band: -2
All male board: -3

Grant maker support: +3

Overall GiG Score: -2

TORBAY ADVICE NETWORK

TAN supports the advice and information sector in Torbay through its partnership working, signposting services and multi-agency training.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is completely male
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 17 years

www.torbayadvicenetwork.org.uk

info-torbayadvicenetwork@mail.com

01803456019

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		£38	£30	£8	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£17	£21	£-4	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£37	£19	£18	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£32	£23	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£17	£20	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£22	£13	£9	£0	£0	£0	n/a	0	0
31/03/17		£10	£12	£-2	£0	£0	£0	n/a	0	0
31/03/16		£13	£13	£0	£0	£0	£0	n/a	0	0
31/03/15		£20	£11	£10	£0	£0	£0	n/a	0	0
31/03/14		£16	£13	£3	£0	£0	£0	n/a	0	0
31/03/13		£11	£12	£-1	£0	£0	£0	n/a	0	0
31/03/12		£7	£13	£-7	£0	£0	£0	n/a	0	0
31/03/11		£19	£15	£4	£0	£0	£0	n/a	0	0
31/03/10		£27	£33	£-6	£0	£0	£0	n/a	0	0
31/03/09?		£38	£44	£-6	£0	£0	£0	n/a	0	0
25/10/07	*	£56	£46	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Torbay,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

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

National Lottery Community Fund	£23,396
DCMS	£4,920
Devon Community Foundation	£1,760

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Cost of Living Crisis Support
£9,396	02/12/2022	The funding will be used to provide welfare and benefit advice to vulnerable people on a low income. The project aims to improve the wellbeing of people struggling with the cost of living crisis.
National Lottery Community Fund - Covid-19 Building Resilience & Enabling Capacity
£4,760	06/04/2021	The funding will be used to train volunteers who will support clients in making claims for disability/sickness related benefits.
Devon Community Foundation - Covid-19 Community Helpline Welfare Advice
£1,760	18/03/2021	Additional costs: increasing capacity to deliver welfare advice and support for people across Torbay affected by coronavirus
DCMS - Coronavirus Community Support Fund
£4,920	14/08/2020	"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."
National Lottery Community Fund - TAN Health Assessment Support Service
£9,240	21/06/2019 12	The funding will be used to train volunteers to help support people through the different stages of claiming disability benefits. The project aims to improve independent living.
National Lottery Community Fund - Clear Benefits
£9,890	14/06/2017 12	Advocacy support will be provided for individuals and families who are facing economic challenges. This will equip them with improved levels of self-esteem and confidence.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-71

CHRISTOPHER IAN WILLS (Chair) Appointed: 2006, Occupation: Solicitor, Other trusteeship: THE PAIGNTON PICTURE HOUSE TRUST,

STEPHEN FRANK GALE Appointed: 2012, Occupation: Nhs Service Manager

TIMOTHY GODFREY FCCA, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 29/03/2007, number: 1118604
Registered at Companies House on 26/10/2006, number: 05979205

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
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

16 returns made; AR07: 56 days late,

Main office

Suite 26
15 Montpellier Road
Torquay
TQ1 1DL

Objectives

3.1) TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PARTS OF THE VOLUNTARY SECTOR WHICH PROVIDES ADVICE SERVICE BY PROVIDING TRAINING SERVICES, SUPPORT AND ASSISTANCE TO ENABLE VOLUNTARY SECTOR ADVICE ORGANISATIONS TO PROVIDE HIGH QUALITY ADVICE SERVICES AND THE PUBLIC TO ACCESS THOSE SERVICES AND BY PROMOTING THE CO-OPERATION BETWEEN VOLUNTARY SECTOR ADVICE ORGANISATIONS, STATUTORY AUTHORITIES AND OTHER BODIES.3.2) TO ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC IN PARTICULAR BY THE DEVELOPMENT OF HIGH QUALITY ADVICE SERVICES AND BY THE PROVISION OF EDUCATIONAL MATERIAL INCLUDING EDUCATIONAL RESOURCES RELATING TO ADVICE SERVICES AND INFORMATION SERVICES.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE TORBAY, DEVON

Data Sources