Finance Score: 2

Governance Score: 9

Support Score: 8

Strong growth: +2
No PartB

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

Grant maker support: +8

Overall GiG Score: 19

CITIZENS ADVICE BUREAU WEST LOTHIAN

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Established: 43 years

www.cabwestlothian.org.uk

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£6,273	£402,335	£517,303	£564,318		£835,860
Donations & Legacies	£372,393	£28,354	£11,100	£16,600		£6,349
Other Income
Investment Income	£4	£18	£29	£207		£600
Total income	£378,670	£430,707	£528,432	£581,125	£740,538	£842,809
Charitable activities spending	£413,944	£433,191	£491,688	£542,056		£829,588
Fundraising costs
Other spending
Total spending	£413,944	£433,191	£491,688	£542,056	£671,176	£829,588
Surplus/deficit	-£35,274	-£2,484	£36,744	£39,069	£69,362	£13,221

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Listed activities

It carries out activities or services itself

Purposes

The prevention or relief of poverty
The advancement of education
The advancement of health','the advancement of citizenship or community development','the advancement of human rights, conflict resolution or reconciliation','any other purpose that may reasonably be regarded as analogous to any of the preceding purposes

Where it operates

Wider, but within one local authority area, main operating location: West Lothian

This charity is based in an area of extremely high deprivation

Who it helps

No specific group, or for the benefit of the community

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

National Lottery Community Fund	£107,315
HM Revenue & Customs	£43,559
Robertson Trust	£16,000
Scottish Government	£9,880

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - West Lothian Financial Inclusion Project - WLFIP
£97,315	08/11/2022	This group will roll out their Financial Inclusion project to 5 new communities in partnership with established Community Development Trusts (CDT) across West Lothian. The support provided will ....more This group will roll out their Financial Inclusion project to 5 new communities in partnership with established Community Development Trusts (CDT) across West Lothian. The support provided will prevent people from falling into poverty and support those living in poverty to be financially better off.
HM Revenue & Customs - HMRC Grant Funding
£22,000	01/04/2021	Supporting HMRC customers who need extra help accessing HMRC services
Foundation Scotland - Grant to Citizens Advice Bureau West Lothian
£4,633	21/10/2020	To help Citizens Advice Bureau West Lothian cover the cost of IT equipment to support remote working and fund additional hours for the money advice team.
National Lottery Community Fund - Volunteer uptake - West Lothian COVID response
£10,000	05/06/2020 4	This group will use funds to recruit and train ten new volunteers to help with the increased demand for services which has surged since the COVID-19 lockdown measures were introduced.
Scottish Government - Citizens Advice Bureau West Lothian
£9,880	19/05/2020	Detailed description not provided.
Foundation Scotland - Grant to Citizens Advice Bureau West Lothian
£2,500	29/04/2020	To provide Personal Protective Equipment and screens for staff of Citizens Advice Bureau West Lothian so that a face to face service can be offered to vulnerable West Lothian clients with urgent and ....more To provide Personal Protective Equipment and screens for staff of Citizens Advice Bureau West Lothian so that a face to face service can be offered to vulnerable West Lothian clients with urgent and immediate needs.
HM Revenue & Customs - HMRC Grant Funding
£21,559	01/04/2020	Supporting HMRC customers who need extra help accessing HMRC services
Robertson Trust - the funding costs for the Addiewell Prison Project
£16,000	29/07/2019	the funding costs for the Addiewell Prison Project
Robertson Trust - the funding costs for the Addiewell Prison Project
£24,000	30/04/2016	the funding costs for the Addiewell Prison Project
National Lottery Community Fund - Child Poverty - Early Intervention and Assistance
£10,000	08/09/2015 12	This organisation will use the funding to purchase baby boxes for vulnerable and low incomes families that will help improve the standard of care for the babies.
National Lottery Community Fund - CAB Outreach Service in Deprived Areas
£142,503	25/06/2013 30	Funded throug Support and Connect the Bureau's 'CAB Outreach in Deprived Areas' project will expand an existing outreach service to deprived areas of West Lothian. Working primarily in GP surgeries ....more Funded throug Support and Connect the Bureau's 'CAB Outreach in Deprived Areas' project will expand an existing outreach service to deprived areas of West Lothian. Working primarily in GP surgeries and other community venues the project will make holistic advice more accessible to people remote areas. The project will link with GP surgeries and healthcentres, other connections will be made with mainstream and third sector service providers.
Nationwide Foundation - Grant to Citizens Advice Bureau West Lothian
£5,000	25/11/2011	Salary costs for extending the hours of the Money Advice Worker from 17 to 25 hours per week, to provide financial information and advice specifically to older people

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Data sourced from Donors via 360 Giving

How is it governed?

Directors (9)

Current Directors appointed

Gender Split

Age Range of Directors: 28-68

ALLEN, Kirsty Victoria
Appointed: 2021
Occupation: Solicitor

BALLANTYNE, Elaine
Appointed: 2020
Occupation: International Relations

BARRIE, Stuart
Appointed: 2023
Occupation: Operations Manager

COOK, Fiona Mary
Appointed: 2022
Occupation: Retired

COOK, Jacqueline
Appointed: 2019
Occupation: Certified Chartered Accountant

QUINN, Caron Irene
Appointed: 2012
Occupation: Auditor

SMITH, Wendy
Appointed: 2020
Occupation: Hr

TURNBULL, Graham
Appointed: 2016
Occupation: Retired / Part Time Consultant

WIGGINS, Jack
Appointed: 2021
Occupation: Service Designer

Legal constitution

Charity registered in Scotland on 30/10/1981, number: SC000630
Registered at Companies House on 07/09/2012, number: SC432115

Filing Record

5 returns made; all on time

Main office

Almondbank Centre , Shiel Walk , Craigshill, Livingston, EH54 5EH

Objectives

2.1. The Bureau is established for the public benefit in West Lothian (hereinafter called the 'Area of Benefit') by a) the advancement of education b) the relief of poverty c) the advancement of human rights d) advancement of health e) advancement of community development f) or any analogous purpose.

Data Sources