Finance Score: 0

Governance Score: 6

Support Score: 3

No PartB

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

Grant maker support: +3

Overall GiG Score: 9

HARTLEPOOL CITIZENS ADVICE BUREAU

Citizens Advice Bureau in Hartlepool provides an advice, information and advocacy service for local residents. The Service provided covers a number of areas, these include, debt advice, employment law, consumer advice, housing advice and tenancy support service, welfare benefit advice, money guidance, taxes,utilities and other matters.

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 gender

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: 13 years

www.hartlepool-cab.co.uk

enquiries@hartlepool.cabnet.org.uk

01429268242

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	£481	£444	£38	n/a	n/a	n/a	n/a	n/a	16
31/03/22	£477	£405	£72	n/a	n/a	n/a	n/a	n/a	16
31/03/21	£337	£285	£53	n/a	n/a	n/a	n/a	n/a	15
31/03/20	£340	£303	£38	n/a	n/a	n/a	n/a	n/a	25
31/03/19	£282	£295	£-13	n/a	n/a	n/a	n/a	n/a	28
31/03/18	£246	£340	£-94	£0	£0	£0	n/a	0	0
31/03/17	£347	£312	£35	£0	£0	£0	n/a	0	0
31/03/16	£339	£298	£41	£0	£0	£0	n/a	0	0
31/03/15	£294	£289	£6	£0	£0	£0	n/a	0	0
31/03/14	£264	£253	£10	£0	£0	£0	n/a	0	0
31/03/13	£275	£299	£-25	£0	£0	£0	n/a	0	0
31/03/12	£179	£258	£-79	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

Hartlepool,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
16 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Volunteer Training and Support Project
£129,679	21/02/2019 36	Volunteer Training and Support Project
DCMS - Housing Advice and Tenancy Support Service
£10,000	21/12/2018	Hartlepool CAB operates a well-established housing advice and tenancy support service. The award enables the continuation of this provision, supporting people at risk of becoming homeless to find and ....more Hartlepool CAB operates a well-established housing advice and tenancy support service. The award enables the continuation of this provision, supporting people at risk of becoming homeless to find and secure appropriate rented accommodation in Hartlepool.
Virgin Money Foundation - Grant to Hartlepool Citizens Advice Bureau
£49,373	08/12/2017 12	Grant to enable the housing project to continue to provide housing advice and enable 55 households to move into rented accommodation at a time of increasing demand due, in the main, to the impact of ....more Grant to enable the housing project to continue to provide housing advice and enable 55 households to move into rented accommodation at a time of increasing demand due, in the main, to the impact of the introduction of Universal Credit.
DCMS - Virgin Money Foundation North East Fund
£49,373	08/12/2017	Hartlepool Citizens Advice Bureau was set up in 1939. It provides a range of advice, advocacy and support services for the local community including; debt and personal finance, budgeting and money ....more Hartlepool Citizens Advice Bureau was set up in 1939. It provides a range of advice, advocacy and support services for the local community including; debt and personal finance, budgeting and money management, housing and homelessness, welfare benefits and tax credits, employment rights, consumer law and energy and fuel supplies.A second award from the Foundation will enable the project to continue to provide housing advice and enable 55 households to move into rented accommodation at a time of increasing demand due, in the main, to the impact of the introduction of Universal Credit. Over the last year HCAB has also developed a close relationship with the Virgin Money branch in Hartlepool.
Virgin Money Foundation - Grant to Hartlepool Citizens Advice Bureau
£49,197	14/09/2016 12	Grant to continue its Housing Advice and Tenancy Support Service.
Lloyds Bank Foundation - Grant to Hartlepool Citizens Advice Bureau
£75,000	09/09/2015 36	supporting homeless and vulnerably housed people in Hartlepool, by helping to secure decent and affordable accommodation and supporting these individuals to maintain their tenancies. The grant will ....more supporting homeless and vulnerably housed people in Hartlepool, by helping to secure decent and affordable accommodation and supporting these individuals to maintain their tenancies. The grant will fund salaries and other costs.
National Lottery Community Fund - Supporting the Local Community with Advice and Advocacy Services
£159,099	02/07/2013 36	This is a continuation of an existing project that aims to ensure that the organisation has sufficient resources to respond to the demands for advice and advocacy from the local community. The ....more This is a continuation of an existing project that aims to ensure that the organisation has sufficient resources to respond to the demands for advice and advocacy from the local community. The project provides debt, housing and advocacy support for people living in Hartlepool.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-77

ANTHONY JACKSON Appointed: 2013, Occupation: Solicitor

ANTHONY RAINE Appointed: 2014, Occupation: Retired, Other trusteeship: HEALTHWATCH HARTLEPOOL,

BRENDA HARRISON Appointed: 2022, Occupation: Local Councillor, Other trusteeship: THE PRESTON SIMPSON AND STERNDALE YOUNG MUSICIANS TRUST,

EDWIN JEFFRIES (Chair) Appointed: 2011, Occupation: Local Government Officer

GAYLE LONGMIRE Appointed: 2014, Occupation: Lecturer

KENNETH NATT Appointed: 2014, Occupation: Housing Consultant

LYNNE HUMPHRIES Appointed: 2022, Occupation: Retired

MUHAMMAD YOUSUF NASIR KHAN Appointed: 2016, Occupation: Unemployed

Legal constitution

Charitable company registered in England & Wales on 10/03/2011, number: 1140773
Registered at Companies House on 28/01/2011, number: 07508891

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
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

12 returns made; all on time

Main office

Citizens Advice Bureau
87 Park Road
HARTLEPOOL
Cleveland
TS26 9HP

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 HARTLEPOOL AND SURROUNDING AREAS.

Defined Area of Benefit:

HARTLEPOOL

Data Sources