Finance Score: 0

Governance Score: 4

Support Score: 5

No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 9

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:

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
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

Established: 15 years

www.westsomersetadvice.org.uk

admin@citizensadvicewestsomerset.org.uk

01643704624

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		£195	£159	£36	n/a	n/a	n/a	n/a	n/a	12
31/03/22		£252	£268	£-16	n/a	n/a	n/a	n/a	n/a	6
31/03/21		£235	£204	£30	n/a	n/a	n/a	n/a	n/a	6
31/03/20		£158	£174	£-16	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£192	£174	£17	n/a	n/a	n/a	n/a	n/a	12
31/03/18		£151	£169	£-18	£0	£0	£0	n/a	0	0
31/03/17		£155	£157	£-2	£0	£0	£0	n/a	0	0
31/03/16	*	£216	£219	£-4	£0	£0	£0	n/a	0	0
31/03/15		£267	£235	£32	£0	£0	£0	n/a	0	0
31/03/14		£240	£251	£-11	£0	£0	£0	n/a	0	0
31/03/13		£159	£160	£-1	£0	£0	£0	n/a	0	0
31/03/12		£163	£137	£26	£0	£0	£0	n/a	0	0
31/03/11		£141	£151	£-10	£0	£0	£0	n/a	0	0
31/03/10		£113	£117	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Other Charitable Purposes

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 works here?

Unknown number of employees
12 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

Somerset Community Foundation	£26,040
National Lottery Community Fund	£10,000
Quartet Community Foundation	£9,240

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 ....more 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 technology to visit people in their homes so that documentation can be scanned or photographed and sent straight to the specialist organisation. Accessibility to telephone and digital channels will also be increased by building on existing provision.
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 ....more 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, councils, schools, businesses, and voluntary groups to draw up detailed plans for how their community can become greener. In summer 2012 ten of the communities will receive up to Â£1 million to deliver their ideas and help share the learning with other communities.
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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-73

BARBARA O'KEEFE (Chair) Appointed: 2022, Occupation: Retired, Other trusteeship: WOOTTON COURTENAY VILLAGE HALL,

BRUCE DOUGLAS LANG Appointed: 2022, Occupation: Retired

DAVID BATES Appointed: 2008, Occupation: Solicitors Clerk, Other trusteeship: ACCESSIBLE TRANSPORT WEST SOMERSET,

IAN CHARLES ALDRIDGE Appointed: 2022, Occupation: Retired

JANE RACHEL HEAD Appointed: 2022, Occupation: Retired

JEAN PARBROOK Appointed: 2019, Occupation: Retired, Other trusteeship: ACCESSIBLE TRANSPORT WEST SOMERSET,

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