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home >> charity search >> citizens advice worcester and herefordshire
Finance Score: 8
Governance Score: 9
Support Score: 10
  • Liabilities <10%: +3
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 27 ?

CITIZENS ADVICE WORCESTER AND HEREFORDSHIRE

Advice services to the public through the provision of a Citizens Advice Bureau Service including additional projects targeted at specific groups and the provision of legal help in areas of social welfare law for those eligible. We also provide housing related support services to vulnerable client groups and practical assistance to the single homeless to secure and retain suitable accommodation
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • 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 and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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
31/03/23£1,744£1,682£62£0£1,783£1,2548.950127
31/03/22£1,633£1,523£110£0£1,693£1,144951120
31/03/21£1,562£1,467£96£0£1,582£5354.450119
31/03/20£1,474£1,470£5£0£1,487£9978.149109
31/03/19£1,379£1,350£29£0£1,482£9798.745105
31/03/18£1,304£1,240£64£0£1,454£9329410
31/03/17£1,175£1,197£-22£0£1,390£8598.6390
31/03/16£1,339£1,242£97£0£1,412£8688.4420
31/03/15£1,388£1,266£121£6£1,315£6175.9350
31/03/14£1,368£1,320£48£5£1,194£5625.1380
31/03/13£1,486£1,388£99£5£1,146£5204.5300
31/03/12*£1,333£1,295£38£6£1,048£4414.1440
31/03/11£1,253£1,239£14£1,174£1,010£4124430
31/03/10£1,341£1,336£5£1,336£996£3913.5430
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 8.9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 7.7
Asset Split ?
Balance Sheet History
Established: 16 years

https://citizensadviceworcester.org.uk/

advice@citaworcester.org.uk

01905744570

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Herefordshire, Worcestershire,
Who it helps
  • 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.

Major supporters in last 5 years
Access to Justice Foundation£500,000
Henry Smith Charity£130,900
DCMS£72,196
Crisis UK£50,000
Herefordshire Community Foundation£41,144
Specific Donations
Amount When
Months		 To be used for
Access to Justice Foundation - Improving Lives Through Advice Grant
£500,000 01/03/2024
The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving ....more
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 25/07/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 20/06/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 20/06/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£550 25/05/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/05/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/05/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/05/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/05/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 24/04/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 28/03/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 20/02/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 07/02/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 18/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 17/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 16/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 16/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 16/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 16/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 16/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 10/01/2023
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 21/12/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 20/12/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 20/12/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 07/12/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£524 07/12/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 28/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 23/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 23/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 23/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 23/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 23/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£510 23/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/11/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 17/10/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 17/10/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 28/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 27/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£560 27/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 27/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 13/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 13/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 13/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 13/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 13/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 13/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 09/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 08/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£500 07/09/2022
Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Herefordshire Core Services - Volunteer Advisers and Benefits Casework
£10,000 05/07/2022
Grant to Citizens Advice Herefordshire - Part of Worcester CAB and WHABAC
DCMS - Coronavirus Community Support Fund
£72,196 23/07/2020
"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 operate, thereby reducing the burden on public ....more
Crisis UK - Grant to Worcester CAB & WHABAC
£50,000 12/05/2020
Funding for Tenancy Training and Support Coordinators.
Herefordshire Community Foundation - Grant to Worcester CAB and WHABAC (Citizens Advice Herefordshire)
£2,500 04/05/2020
additional costs of delivering services remotely
Henry Smith Charity - Grant to Citizens Advice Herefordshire
£130,900 19/03/2020
36
towards three years' continuation funding of the running costs of a project providing information and advice to disadvantaged people in Worcester City and surrounding areas
National Lottery Community Fund - Outreach Advice Project 2019-2020
£10,000 08/08/2019
12
The funding will be used to provide Citizens Advice outreach services. The project aims to provide support regarding the issues affecting people's day to day lives.
National Lottery Community Fund - Volunteer Recruitment & Training Project
£10,000 04/05/2018
12
This project will recruit and train volunteers, developing their skills in order to assist people at the earliest possible stage.
National Lottery Community Fund - Worcestershire Advice Network (WAN)
£338,055 25/04/2013
24
This new project seeks to increase the capacity for the provision of advice by developing a broader network. Closer partnership working, training and education and providing new channels of advice will ultimately change the advice giving culture in ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 41-81
  • BRYN GRIFFITHS Appointed: 2012, Occupation: College Lecturer
  • BEN CLOSE Appointed: 2024, Occupation: Barrister
  • CLAIRE ANN MARIE MORGAN-JONES Appointed: 2024, Occupation: Retired
  • DAWN WILTSHIRE Appointed: 2022, Occupation: None
  • JILL JONES Appointed: 2022, Occupation: Retired Social Work Consultant
  • MATTHEW JENKINS Appointed: 2014, Occupation: None
  • PAUL YORKE GRIFFITH MBE, Occupation: Retired
  • RONALD JUSTINIAN TYLER Appointed: 2017, Occupation: Company Director
  • SIMON JOHN LISTER (Chair) Appointed: 2009, Occupation: Charity Officer
  • SUSAN JENNIFER FURNIVAL Appointed: 2024, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 11/03/2009, number: 1128497
  • Registered at Companies House on 23/02/2009, number: 06827297
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management 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
  • Volunteer management
Filing Record
14 returns made; AR12: 2 days late,
Main office

The Worcester Citizens Advice Burea
11a The Hopmarket
WORCESTER
WR1 1DL

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSEFOR THE BENEFIT OF THE COMMUNITY IN WORCESTER AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THEADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OFHEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

IN AND AROUND WORCESTER CITY AND ELSEWHERE IN HEREFORDSHIRE, WORCESTERSHIRE, GLOUCESTERSHIRE, SHROPSHIRE, STAFFORDSHIRE, WARWICKSHIRE AND THE METROPOLITAN DISTRICTS OF BIRMINGHAM, COVENTRY, DUDLEY, SANDWELL, SOLIHULL, WALSALL AND WOLVERHAMPTON AND SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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