Finance Score: 0

Governance Score: 9

Support Score: 8

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

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 17

OXFORDSHIRE SOUTH & VALE CITIZENS ADVICE BUREAU

The charity?s objects are to promote any charitable purpose for the public benefit by the advancement of education, the protection andpreservation of health and the relief of poverty, sickness and distress in particular, but without limitation, for the benefit of the community in the administrative districts of South Oxfordshire and the Vale of White Horse, and surrounding areas

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 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	£563	£578	£-15	£0	£252	£228	4.7	29	117
31/03/22	£598	£646	£-49	£0	£267	£240	4.5	29	119
31/03/21	£729	£633	£96	£0	£316	£251	4.8	29	145
31/03/20	£472	£423	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£386	£361	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£364	£352	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£373	£356	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£449	£466	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£499	£496	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£472	£426	£46	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: 25%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 4.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.1

Asset Split ?

Balance Sheet History

Established: 12 years

www.citizensadviceosav.org.uk

debbie.watts@citizensadviceosav.org.uk

01235550553

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
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.

Major supporters in last 5 years

Oxfordshire Community Foundation	£18,914
National Lottery Community Fund	£10,000
Ministry of Defence	£6,640

Specific Donations

Amount	When Months	To be used for
Oxfordshire Community Foundation - Meeting Energy Costs to keep AdviceLine 5 days a week
£1,500	15/12/2022 12	Grant to Citizens Advice Oxfordshire South and Vale
Oxfordshire Community Foundation - Building Crisis Resilience in OSAV Citizens Advice
£5,000	08/12/2022 12	Grant to Citizens Advice Oxfordshire South and Vale
Ministry of Defence - Covenant Fund
£6,640	12/08/2022	"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties ....more "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties within a community to offer support to the local Armed Forces community and make it easier for Service personnel, families and veterans to access the help and support available from the MOD, from statutory providers and from the Charitable and Voluntary Sector. These organisations already work together in partnership at local level. 3) the scheme is intended to be a two-way arrangement and the Armed Forces community are encouraged to do as much as they can to support their community and promote activity which integrates the Service community into civilian life. "
National Lottery Community Fund - Meeting the Challenge
£10,000	08/07/2022	The funding will be used to undertake a recruitment campaign to help back fill the volunteer workforce in order to provide adequate cover for beneficiaries of CAB. The project aims to grow the volunteer network that will help the community respond ....more The funding will be used to undertake a recruitment campaign to help back fill the volunteer workforce in order to provide adequate cover for beneficiaries of CAB. The project aims to grow the volunteer network that will help the community respond to issues arising post-pandemic and the cost of living crisis.
Oxfordshire Community Foundation - Helping our clients to stay in their homes
£7,500	13/07/2021 12	Grant to Citizens Advice Oxfordshire South and Vale
Oxfordshire Community Foundation - COVID-19 Specialist debt advisers
£4,914	14/04/2020 6	Advice & support - Due to Coronavirus, we have stopped our face-to-face advice in our offices and at our outreaches. Instead, 60 advisers are working remotely, delivering advice by phone, email and webchat.
National Lottery Community Fund - The South & Vale Accord
£259,592	19/04/2013 24	The aim of this new project will see Oxfordshire South and Vale Citizens Advice Bureau (OSVCAB) lead an eight member partnership, to improve access to advice services, implement a new referral system and carry out a study into the current status of ....more The aim of this new project will see Oxfordshire South and Vale Citizens Advice Bureau (OSVCAB) lead an eight member partnership, to improve access to advice services, implement a new referral system and carry out a study into the current status of advice provision, including the identification of collaborative approaches to funding.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 48-72

ALAN HAYES Appointed: 2022, Occupation: Certified Business Psychologist

ALAN MARTIN ARNFELD Appointed: 2021, Occupation: Director

DAVID MICHAEL BARON Appointed: 2021, Occupation: Retired

DENISE HAYLOR Appointed: 2021, Occupation: Retired

FAITH GIDLOW Appointed: 2022, Occupation: Solicitor

JO CARTWRIGHT Appointed: 2023, Occupation: Leadership & Management Coach

KAY FRANCES HONNER Appointed: 2021, Occupation: Arch Volunteer

PHILIP BAKER (Chair) Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 11/02/2013, number: 1150766
Registered at Companies House on 07/12/2012, number: 08322240

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 03/22/2022, current status: Small charity

Event History

19/09/2013 - Asset transfer in from HENLEY AND DISTRICT CITIZENS ADVICE BUREAU
02/12/2013 - Asset transfer in from ABINGDON AND DISTRICT CITIZENS ADVICE BUREAU
03/12/2013 - Asset transfer in from THAME & DISTRICT CITIZENS ADVICE BUREAU
25/06/2014 - Asset transfer in from THE DIDCOT & DISTRICT CITIZENS ADVICE BUREAU

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

10 returns made; all on time

Main office

ABBEY HOUSE
ABBEY CLOSE
ABINGDON ON THAMES
OXFORDSHIRE
OX14 3JD

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 THE ADMINISTRATIVE DISTRICTS OF SOUTH OXFORDSHIRE AND THE VALE OF WHITE HORSE AND SURROUNDING AREAS

Data Sources

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