Finance Score: 2

Governance Score: 9

Support Score: 2

Strong growth: +2
No PartB

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

Overall weighted support: +2

Overall GiG Score: 13

CITIZENS ADVICE TANDRIDGE DISTRICT

The Bureau exists to provide free, independent, confidential and impartial service of advice, information and counsel for the public

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£182	£190	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£182	£117	£65	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£103	£104	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£92	£89	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£78	£65	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£81	£75	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£63	£76	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£73	£71	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£68	£70	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£71	£64	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£60	£69	£-9	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 13 years

https://catd.org.uk/

bureau@caterhamcab.cabnet.org.uk

01883348385

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Surrey,

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.

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Increasing Advice Capacity
£6,000	16/01/2023	Funding for two additional volunteer advisors to meet increasing demand at a community advice service in East Surrey.
Community Foundation for Surrey - Covid 19 Response - Advice and support
£5,000	14/04/2020	Mobile phones and credit for volunteers, and support to core costs at a Citizen's Advice to assist disadvantaged people during the Coronavirus pandemic

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-83

CATRIONA ALEPPO Appointed: 2022, Occupation: Management Consultant

FREDERICK JOHN BOWERS Appointed: 2022, Occupation: Consultant - Construction And Devel

JULIE CONSTABLE Appointed: 2019, Occupation: Head Of Insurance And Financial Services

MICHAEL HOBAN Appointed: 2012, Occupation: Manager

MONIKA SANGEETA AHUJA Appointed: 2019, Occupation: Hm Diplomatic Service

RICHARD WILLIAM FITZPATRICK Appointed: 2019, Occupation: Programme Manager

SANDRA VEGERIS Appointed: 2022, Occupation: Senior Reasearch Fellow

Legal constitution

Charitable company registered in England & Wales on 22/02/2012, number: 1146060
Registered at Companies House on 21/12/2011, number: 07889451

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

26/07/2013 - Asset transfer in from CATERHAM AND WARLINGHAM CITIZENS ADVICE BUREAU
04/02/2022 - Asset transfer in from CITIZENS ADVICE SURREY
16/01/2023 - Asset transfer in from THE OXTED AND DISTRICT CITIZENS' ADVICE BUREAU

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

11 returns made; AR20: 9 days late,

Recent reorganisation events:

Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022
Asset transfer in from THE OXTED AND DISTRICT CITIZENS' ADVICE BUREAU on 16/01/2023

Main office

Caterham & Warling Citizens Advice Bureau
Stafford Road
CATERHAM
Surrey
CR3 6JG

Objectives

THE CHARITY’S 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 TANDRIDGE AND SURROUNDING AREAS.

Data Sources

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