Finance Score: 0

Governance Score: 6

Support Score: 4

No PartB

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

Grant maker support: +4

Overall GiG Score: 10

YORK AND DISTRICT CITIZENS ADVICE BUREAU

We aim to provide the advice people need for the problems they face and improve the policies and practices that affect people's lives.We provide free, independent, confidential and impartial advice to everyone on their rights and responsibilities.

Analysis by Giving is Great

Positives:

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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

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: 14 years

www.citizensadviceyork.org.uk/

admin.team@cayork.org

01904 623648

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	£460	£486	£-26	n/a	n/a	n/a	n/a	n/a	25
31/03/22	£445	£422	£22	n/a	n/a	n/a	n/a	n/a	40
31/03/21	£449	£407	£42	n/a	n/a	n/a	n/a	n/a	55
31/03/20	£433	£428	£6	n/a	n/a	n/a	n/a	n/a	60
31/03/19	£431	£414	£17	n/a	n/a	n/a	n/a	n/a	60
31/03/18	£374	£361	£13	£0	£0	£0	n/a	0	0
31/03/17	£466	£507	£-41	£0	£0	£0	n/a	0	0
31/03/16	£580	£558	£22	£0	£161	£113	2.4	26	0
31/03/15	£567	£558	£8	£2	£139	£113	2.4	15	0
31/03/14	£498	£503	£-5	£0	£0	£0	n/a	0	0
31/03/13	£389	£380	£9	£0	£0	£0	n/a	0	0
31/03/12	£328	£336	£-8	£0	£0	£0	n/a	0	0
31/03/11	£414	£408	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

City Of York,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
25 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

Two Ridings Community Foundation	£10,000
The MSE Charity	£6,000
Joseph Rowntree Housing Trust	£5,433

Specific Donations

Amount	When Months	To be used for
The MSE Charity - Grant to York and District Citizens Advice Bureau
£6,000	15/04/2022	Funding the Mind Your Money project - delivering financial capability supported learning for 40 people who live with mental health conditions and who are experiencing debt and money management issues.
Joseph Rowntree Housing Trust - Women’s Advice Service
£5,433	16/02/2021	To deliver a women’s outreach advice service located within York Women’s Wellness Centre, which is a gender specific, inclusive service for women experiencing multiple and complex needs
Two Ridings Community Foundation - Covid19
£10,000	17/06/2020	Funding would purchase laptops, mobile phones & contracts and headsets. York CAB can currently only meet 35% of the total demand for services due to volunteers not having the necessary technology ....more Funding would purchase laptops, mobile phones & contracts and headsets. York CAB can currently only meet 35% of the total demand for services due to volunteers not having the necessary technology at home. Extra equipment would provide 14 volunteers with what they need to offer advice online and over the phone.
Joseph Rowntree Foundation - Opening the advice door to refugees
£7,128	31/01/2019	To provide an accessible advice and support service for refugees, asylum seekers and migrants in York
Two Ridings Community Foundation - Campaigning for positive change
£9,932	03/05/2018	Funding to support staffing and volunteer costs, running costs and the appointment of a Research and Campaigns Officer for a Citizens Advice Bureau that supports local residents.
National Lottery Community Fund - More people to help more people
£9,856	21/02/2018 12	The group will increase their number of volunteers so they can support more people who are experiencing issues such as debt management and housing.
National Lottery Community Fund - York Advice Partnership (YAP)
£247,932	19/04/2013 24	Project: The aim of this new project is to implement a sustainable and collaborative single advice service for the whole of the City of York.The project seeks to target hard to reach groups and in ....more Project: The aim of this new project is to implement a sustainable and collaborative single advice service for the whole of the City of York.The project seeks to target hard to reach groups and in particular suppose those who will be impacted by the introduction of universal credits and the upcoming welfare reform.
National Lottery Community Fund - CAB Family Money Advice
£253,313	15/03/2012 48	This project will tackle child poverty in York through a range of new services designed to improve access to financial advice for those who may feel embarrassed to ask for it. This project will ....more This project will tackle child poverty in York through a range of new services designed to improve access to financial advice for those who may feel embarrassed to ask for it. This project will provide extra support through outreach sessions and home visits. It will focus on getting people into work but also continuing their training to ensure they stay in work. There will also be advice provided on leading a healthy lifestyle.

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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: 32-86

DR JOANNA DE GROOT Appointed: 2021

JOHN NODDER Appointed: 2017, Occupation: Retired

JANET MARY LOOKER Appointed: 2023, Occupation: Retired

JULIA ATWATER Appointed: 2022, Occupation: Head Of Customer Experience

LAUREN PEEL Appointed: 2024, Occupation: Director Of Marketing

MICHAEL GALLOWAY Appointed: 2024, Occupation: Retired

SAM DYER Appointed: 2023

SARA BOULTON Appointed: 2022, Occupation: Solicitor

VICTORIA MARIA THERESA LING-WILLIAMS Appointed: 2019, Occupation: Management Consultant

Legal constitution

Charitable company registered in England & Wales on 13/01/2010, number: 1133516
Registered at Companies House on 29/08/2009, number: 07004444

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
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
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

13 returns made; all on time

Main office

West Offices
Station Rise
YORK
YO1 6GA

Objectives

THE CHARITYÃS 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 YORK AND SURROUNDING AREAS.

Defined Area of Benefit:

YORK AND SURROUNDING AREAS.

Data Sources