Finance Score: 3

Governance Score: 9

Support Score: 10

Liabilities <10%: +3

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

Grant maker support: +10

Overall GiG Score: 22

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	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	£1,254	8.9	50	127
31/03/22		£1,633	£1,523	£110	£0	£1,693	£1,144	9	51	120
31/03/21		£1,562	£1,467	£96	£0	£1,582	£535	4.4	50	119
31/03/20		£1,474	£1,470	£5	£0	£1,487	£997	8.1	49	109
31/03/19		£1,379	£1,350	£29	£0	£1,482	£979	8.7	45	105
31/03/18		£1,304	£1,240	£64	£0	£1,454	£932	9	41	0
31/03/17		£1,175	£1,197	£-22	£0	£1,390	£859	8.6	39	0
31/03/16		£1,339	£1,242	£97	£0	£1,412	£868	8.4	42	0
31/03/15		£1,388	£1,266	£121	£6	£1,315	£617	5.9	35	0
31/03/14		£1,368	£1,320	£48	£5	£1,194	£562	5.1	38	0
31/03/13		£1,486	£1,388	£99	£5	£1,146	£520	4.5	30	0
31/03/12	*	£1,333	£1,295	£38	£6	£1,048	£441	4.1	44	0
31/03/11		£1,253	£1,239	£14	£1,174	£1,010	£412	4	43	0
31/03/10		£1,341	£1,336	£5	£1,336	£996	£391	3.5	43	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: 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 ?

Established: 15 years

https://citizensadviceworcester.org.uk/

advice@citaworcester.org.uk

01905744570

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Herefordshire, Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

50 employees
127 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

Access to Justice Foundation	£500,000
Henry Smith Charity	£130,900
DCMS	£72,196
Herefordshire Community Foundation	£54,166
Crisis UK	£50,000

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 ....more 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 Lives Through Advice programme will ensure continued access to specialist social welfare legal advice to some of the most marginalised communities in England. This funding programme aims to transform lives, address systemic issues, and empower individuals, families, and communities in need by funding organisations working at the frontline. The programme will also fund organisations embedded within communities, recognising the role they often play in providing inclusive, trusted spaces supporting individuals, families, and communities to access advice services when they need it most.
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£219	26/09/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£469	17/08/2023	Grant to Citizens Advice Herefordshire
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
£490	09/05/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£490	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
£490	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
£299	20/04/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£380	20/04/2023	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
£490	14/03/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£289	14/03/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£490	02/03/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£455	01/03/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£490	01/03/2023	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
£84	15/02/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£445	13/02/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£490	07/02/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£490	07/02/2023	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
£494	07/02/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£495	31/01/2023	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£483	18/01/2023	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
£490	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
£456	20/12/2022	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£490	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	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
£495	24/11/2022	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£430	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
£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
£499	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	08/11/2022	Grant to Citizens Advice Herefordshire
Herefordshire Community Foundation - Grant to Citizens Advice Herefordshire
£495	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	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
£486	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
£240	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
£459	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 - Grant to Citizens Advice Herefordshire
£450	10/08/2022	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 ....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."
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 ....more 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 Worcestershire and embed the Worcestershire Advice Network (WAN).

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 46-80

BRYN GRIFFITHS Appointed: 2012, Occupation: College Lecturer

DAWN WILTSHIRE Appointed: 2022, Occupation: None

JILL JONES Appointed: 2022, Occupation: Retired Social Work Consultant

OWEN CLEARY Appointed: 2021, Occupation: Ifa

SUSAN JENNIFER FURNIVAL Appointed: 2024, Occupation: Retired

RONALD JUSTINIAN TYLER Appointed: 2017, Occupation: Company Director

SIMON JOHN LISTER (Chair) Appointed: 2009, Occupation: Charity Officer

MATTHEW JENKINS Appointed: 2014, Occupation: None, Other trusteeship: THE DUCKWORTH WORCESTERSHIRE TRUST,

PAUL YORKE GRIFFITH MBE, Occupation: Retired, Other trusteeships: WORCESTER MUNICIPAL CHARITIES (CIO), THE KATHMANDU CHILDREN'S TRUST CIO,

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