Causes
 X
Resources
 X
User Services
 X
home >> charity search >> west somerset advice bureau
Finance Score: 0
Governance Score: 4
Support Score: 4
  • No PartB
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +4
Overall GiG Score: 8 ?

WEST SOMERSET ADVICE BUREAU

Dear Sirs,To update our aims and to assist funding reasons we would like to add new wording to one line of our company description detail (shown below)......."In particular, WSAB was established to promote charitable purposes for the stated community by the advancement of education, the protection of health and the relief of poverty, distress, sickness,disability, disadvantage and deprivation"
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age
  • 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
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/24£216£177£39n/an/an/an/an/an/a
31/03/23£195£159£36n/an/an/an/an/an/a
31/03/22£252£268£-16n/an/an/an/an/an/a
31/03/21£235£204£30n/an/an/an/an/an/a
31/03/20?£158£174£-16n/an/an/an/an/an/a
31/03/18£151£169£-18n/an/an/an/an/an/a
31/03/17£155£157£-2n/an/an/an/an/an/a
31/03/16*£216£219£-4n/an/an/an/an/an/a
31/03/15£267£235£32n/an/an/an/an/an/a
31/03/14£240£251£-11n/an/an/an/an/an/a
31/03/13£159£160£-1n/an/an/an/an/an/a
31/03/12£163£137£26n/an/an/an/an/an/a
31/03/11£141£151£-10n/an/an/an/an/an/a
31/03/10£113£117£-3n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 16 years

www.westsomersetadvice.org.uk

admin@citizensadvicewestsomerset.org.uk

01643704624

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Other Charitable Purposes
GiG Classification
  • General Community services
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Somerset,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months		 To be used for
Quartet Community Foundation - Grant to Citizens Advice West Somerset
£4,200 13/06/2023
As directed by the donor towards debt advice work.
Somerset Community Foundation - Increasing the capacity of debt and money advice services in response to the cost-of-living crisis
£10,000 06/02/2023
Grant to Citizens Advice West Somerset
Somerset Community Foundation - Improving access to advice services in rural West Somerset
£5,000 10/10/2022
Grant to Citizens Advice West Somerset
Quartet Community Foundation - Grant to Citizens Advice West Somerset
£5,040 09/06/2022
As directed by the donor towards debt advice work.
Somerset Community Foundation - Small grants to purchase white goods, carpets etc. to help homeless people move into independent living
£8,040 20/10/2020
12
Small grants to purchase white goods, carpets etc. to help homeless people move into independent living
Somerset Community Foundation - COVID19 Coordination of of food supplies for vulnerable people in West Somerset
£3,000 03/04/2020
2
Coordinate food donations in West Somerset
National Lottery Community Fund - Welcoming community premises
£10,000 26/09/2019
12
Welcoming community premises
Somerset Community Foundation - Housing Advocacy Project
£108,923 18/06/2018
35
Housing support services and additional training for volunteers to provide extra support to growing communities.
Somerset Community Foundation - Healthy minds and finances
£5,000 16/03/2018
11
Support for those with mental health and debt needs.
Co-Operative Group - Grant to West Somerset Advice Bureau (WSAB)
£2,976 29/11/2017
Help us improve the level access to our building and construct new rooms out of wood and glass to bring dignity and privacy to our clients.
Somerset Community Foundation - Advising advisers - training for new advisers and ongoing training for existing ones.
£4,949 24/11/2016
7
Training of volunteer advisors
Henry Smith Charity - Grant to West Somerset Advice Bureau
£41,300 05/12/2013
24
towards two years' salary of the Outreach Adviser Co-ordinator at a project in Somerset offering free, confidential advice and support to people in need
National Lottery Community Fund - West Somerset CAN! Community Advice Network
£205,790 25/04/2013
24
The aim of this new project is to develop a new model for delivering advice across a rural area. The partnership will implement several work streams across the grant period. Volunteers will be trained up as advice supporters who are equipped with ....more
National Lottery Community Fund - West Somerset Advice Bureau
£10,000 23/02/2012
12
This is one of 30 communities across England receiving development funding through the Communities Living Sustainably programme to help jump start detailed planning for more sustainable living. They will work in partnership with local people, ....more
Lloyds Bank Foundation - Grant to West Somerset Advice Bureau
£24,000 04/01/2011
the salary of the Money Advice Worker and the Welfare Rights Worker and travel costs for volunteers
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 66-74
  • BARBARA O'KEEFE (Chair) Appointed: 2022, Occupation: Retired
  • BRUCE DOUGLAS LANG Appointed: 2022, Occupation: Retired
  • DAVID BATES Appointed: 2008, Occupation: Solicitors Clerk
  • IAN CHARLES ALDRIDGE Appointed: 2022, Occupation: Retired
  • JANE RACHEL HEAD Appointed: 2022, Occupation: Retired
  • JEAN PARBROOK Appointed: 2019, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 25/11/2008, number: 1126930
  • Registered at Companies House on 10/09/2008, number: 06693841
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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
14 returns made; AR16: 15 days late,
Main office

THE LANE CENTRE
MARKET HOUSE LANE
MINEHEAD
TA24 5NW

Objectives

TO PROVIDE OR ASSIST IN THE PROVISION OF A CONFIDENTIAL ADVICE AND INFORMATION SERVICE THAT MEETS THE NEEDS OF THE PEOPLE WHO LIVE AND WORK IN THE DISTRICT OF WEST SOMERSET, (HEREINAFTER CALLED THE AREA OF BENEFIT) AND IN PARTICULAR THE BUREAU IS ESTABLISHED TO PROMOTE CHARITABLE PURPOSES FOR THE BENEFIT OF THE STATED COMMUNITY BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS.

Defined Area of Benefit:

LOCAL

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
 The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
 Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
 In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Watch Inspiring Videos

Save the upside down forest
Change the ending - the pain of Alzheimers
Help Dads in prison stay in touch with their children
Giving is Great
Share
Copy Link
×