Finance Score: 0

Governance Score: 6

Support Score: 3

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

Grant maker support: +3

Overall GiG Score: 9

PEMBROKESHIRE CITIZENS ADVICE BUREAU

The Bureau provides a professional, free, confidential information and advice service to its clients. Its objectives are to provide easier and faster access to quality service and information; to develop the Citizens Advice Bureau network and new initiatives in advice work; to highlight social policy issues.

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 dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Established: 16 years

pembscab.org

admin@pembscab.org

01437765245

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	£605	£543	£61	£0	£230	£204	4.5	22	11
31/03/22	£578	£566	£12	£0	£168	£144	3.1	25	12
31/03/21	£537	£552	£-15	£0	£157	£139	3	24	2
31/03/20	£439	£488	£-49	n/a	n/a	n/a	n/a	n/a	25
31/03/19	£388	£408	£-20	n/a	n/a	n/a	n/a	n/a	35
31/03/18	£388	£411	£-23	£0	£0	£0	n/a	0	0
31/03/17	£468	£476	£-7	£0	£0	£0	n/a	0	0
31/03/16	£553	£511	£43	£0	£270	£248	5.8	25	0
31/03/15	£404	£409	£-5	£0	£0	£0	n/a	0	0
31/03/14	£372	£335	£37	£0	£0	£0	n/a	0	0
31/03/13	£414	£335	£80	£0	£0	£0	n/a	0	0
31/03/12	£335	£332	£4	£0	£0	£0	n/a	0	0
31/03/11	£295	£307	£-12	£0	£0	£0	n/a	0	0
31/03/10	£270	£272	£-2	£0	£0	£0	n/a	0	0
31/03/09	£374	£247	£127	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.3

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

This charity is based in an area of extremely high deprivation

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

22 employees
11 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.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - TAPTON CAPITAL LIMITED
£5,352	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - STUDIO WHITE LIMITED
£3,133	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - TAPTON CAPITAL
£2,511	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
Department for Work and Pensions - TAPTON CAPITAL LIMITED
£1,500	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
Department for Work and Pensions - ALB - MaPS - Welsh Fincap Fora
£8,585	01/04/2019	financial capacity Forum
Henry Smith Charity - Grant to Pembrokeshire Citizens Advice Bureau
£176,200	13/06/2018 36	towards three years' salaries of a Caseworker, Adviser and Administrator at a project providing outreach advice services for people with mental health issues in Pembrokeshire
Lloyds Bank Foundation - Grant to Pembrokeshire CAB
£15,100	28/02/2013	The employment of a part time Training and Development Officer. The post holder will support and train volunteers within Pembrokeshire, which will include individuals that have faced barriers to ....more The employment of a part time Training and Development Officer. The post holder will support and train volunteers within Pembrokeshire, which will include individuals that have faced barriers to employment.
National Lottery Community Fund - Recession Community Financial Literacy Project
£49,897	11/03/2010 24	The project, based in Pembroke Dock, will deliver money and debt advice plus financial literacy sessions in Communities First areas in Pembrokeshire.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 41-77

ANTHONY EDWARD SANGSTER (Chair) Appointed: 2018, Occupation: Retired, Other trusteeships: Pembrokeshire Area Scout Council, THE DARWIN CENTRE FOR BIOLOGY AND MEDICINE, TALL SHIPS (WALES) TRUST, WATERFRONT GALLERY, HAVERFORDWEST CASTLE CIO,

ANDREW FREDERICK JOHN GLAZE Appointed: 2023, Occupation: Retired

CHEDES SARRIONANDIA Appointed: 2022, Occupation: Technical Co-Ordinator

CHRIS OSBORNE Appointed: 2020, Occupation: Retired

MAUREEN BOWEN Appointed: 2019, Occupation: Retired, Other trusteeship: THE PATER HALL COMMUNITY TRUST,

ROBERT WHITE Appointed: 2022, Occupation: Chartered Accountant

WENDY MATTHEWS Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 03/12/2007, number: 1121804
Registered at Companies House on 03/09/2007, number: 06359417

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

15 returns made; all on time

Main office

Citizens Advice Pembrokeshire
38 Meyrick Street
PEMBROKE DOCK
Dyfed
SA72 6UT

Objectives

The Charity's objects are 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 Wales (the area of benefit)

Defined Area of Benefit:

PEMBROKESHIRE

Data Sources