Finance Score: -1

Governance Score: 9

Support Score: 4

Poor Liquidity: -1

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

Overall weighted support: +4

Overall GiG Score: 12

C.A.B. DEVON

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 Devon and surrounding areas.

Analysis by Giving is Great

Positives:

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 and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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		£795	£785	£9	£0	£65	£65	1	1	0
31/03/22		£977	£971	£5	£0	£56	£56	0.7	1	0
31/03/21		£935	£926	£9	£0	£50	£50	0.7	1	0
31/03/20		£841	£852	£-11	£0	£41	£31	0.4	1	0
31/03/19		£750	£754	£-4	£0	£52	£49	0.8	1	0
31/03/18		£708	£703	£5	£0	£56	£56	1	1	0
31/03/17		£748	£757	£-9	£0	£51	£41	0.7	2	0
31/03/16		£879	£838	£41	£0	£60	£40	0.6	0	0
31/03/15		£530	£518	£12	£0	£19	£16	0.4	1	0
31/03/14		£544	£541	£2	£3	£7	£7	0.1	0	0
31/03/13	*	£431	£427	£4	n/a	n/a	n/a	n/a	n/a	n/a

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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: 5%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 16.9

Asset Split ?

Balance Sheet History

Established: 12 years

www.cabdevon.org.uk

businessdevelopment@cabdevon.org.uk

01392208120

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Provides advocacy/advice/information

Where it operates

Devon, Plymouth City, Torbay,

Who it helps

Elderly/Old People
People With Disabilities
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
Access to Justice Foundation - Legal Support for Litigants in Person Grant
£272,941	24/09/2020	LSLIP is a two-year project funded by the Ministry of Justice (MoJ). It aims to enhance services that support the earliest possible interventions for litigants in person reducing the risk of their problems escalating. To develop our understanding of ....more LSLIP is a two-year project funded by the Ministry of Justice (MoJ). It aims to enhance services that support the earliest possible interventions for litigants in person reducing the risk of their problems escalating. To develop our understanding of how and when litigants in person access different services to help ensure that services are designed around the people who need to use them. To build an evidence base of what works and what doesn’t by evaluating the effectiveness of the support delivered by the new grant to litigants in person.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£73,196	16/07/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
National Lottery Community Fund - Volunteering for Citizens Advice
£9,924	10/01/2020 11	The funding will be used to employ specialist marketing and communication staff so that they can run a county wide recruitment drive to increase their volunteer base and provide adequate service cover to meet the demands of the people who benefit ....more The funding will be used to employ specialist marketing and communication staff so that they can run a county wide recruitment drive to increase their volunteer base and provide adequate service cover to meet the demands of the people who benefit from their CAB services.
National Lottery Community Fund - Promotion of digital advice service
£9,898	04/06/2018 12	The project will raise awareness of online and phone services, enabling clients to address and answer their own queries.
National Lottery Community Fund - Devon Adviceline
£10,000	28/06/2012 12	This is a project by a community organisation in Exeter, Devon. The group will use the funding to set up a helpline for the community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 28-82

ALEXANDER ALDER-WESTLAKE Appointed: 2022, Occupation: Director

CHRISTOPHER ELLIOTT MOTTRAM Appointed: 2017, Occupation: Retired

EDWINA BRADSHAW Appointed: 2012, Occupation: Director

JILLY COLLINS Appointed: 2021, Occupation: Magistrate

KEITH JOHN ROUTLEDGE Appointed: 2021, Occupation: Director

KIM MCDONALD Appointed: 2022

MATTHEW BYRNE Appointed: 2021, Occupation: Manager

Legal constitution

Charitable company registered in England & Wales on 11/07/2012, number: 1148060
Registered at Companies House on 05/03/2012, number: 07975636

Gift Aid

Registered with HMRC for Gift Aid

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
Investment
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

Filing Record

11 returns made; AR13: 5 days late,

Main office

Citizens Advice Bureau
Dix's Field
EXETER
EX1 1QA

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 DEVON AND SURROUNDING AREAS.

Data Sources

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