Finance Score: 1

Governance Score: 9

Support Score: 5

Reasonable growth: +1
No PartB

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

Grant maker support: +5

Overall GiG Score: 15

PERTH CITIZENS ADVICE BUREAU

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Established: 28 years

www.perthcab.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
Donations & Legacies	£598,369	£578,168	£739,632	£830,881		£1,015,382
Other Income			£1,742
Investment Income	£1,699	£2,321		£2,627		£2,192
Total income	£603,402	£583,550	£746,274	£839,678	£888,004	£1,022,426
Charitable activities spending	£688,294	£651,810	£775,259	£829,176		£981,033
Fundraising costs
Other spending
Total spending	£688,294	£651,810	£775,259	£829,176	£882,829	£981,033
Surplus/deficit	-£84,892	-£68,260	-£28,985	£10,502	£5,175	£41,393

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Listed activities

It carries out activities or services itself

Purposes

The prevention or relief of poverty
The advancement of human rights, conflict resolution or reconciliation
The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

Wider, but within one local authority area, main operating location: Perth And Kinross

Who it helps

Children or young people
Older People
People with disabilities or health problems','People with a particular ethnic or racial origin','Other defined groups','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.

Specific Donations

Amount	When Months	To be used for
Home Office - EU Settlement Grant Scheme Funding
£88,351	01/04/2021	This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support ....more This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office. The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021 and continuing support is available beyond this date.
National Lottery Community Fund - Accessible Advice
£3,450	09/07/2020 5	This project will enable the group to provide their volunteer advisers with equipment that will allow them to work from home during the ongoing COVID-19 crisis.
Robertson Trust - The salary costs of a full time Specialist Benefits Advisor
£51,000	13/03/2018	The salary costs of a full time Specialist Benefits Advisor
National Lottery Community Fund - Benefits of Advice Tayside (BOAT)
£308,104	25/06/2013 28	Funded through Support and Connect this Citizens Advice Bureau will lead a partnership project with Angus and Dundee CAB to expand their welfare advice services, provide outreach clinics and provide ....more Funded through Support and Connect this Citizens Advice Bureau will lead a partnership project with Angus and Dundee CAB to expand their welfare advice services, provide outreach clinics and provide home visits. They will also link up with 12 other partner organisations.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (8)

Current Directors appointed

Gender Split

Age Range of Directors: 30-70

ABERCROMBIE, David
Appointed: 2018
Occupation: Retired

CRAWFORD, Colin Anthony
Appointed: 2022
Occupation: Accountant

HOOD, Peter
Appointed: 2017
Occupation: Venues Manager

JOINER, Megan Catherine
Appointed: 2020
Occupation: Solicitor

ROWE, Christopher Gordon
Appointed: 2020
Occupation: Non-Executive Director (Part-Time)

STASYTE, Laura
Appointed: 2022
Occupation: Hr & Business Support Manager

STEVENSON, Dominic
Appointed: 2023
Occupation: Communications Professional

WALKER, Maria Claire
Appointed: 2023
Occupation: Retired Director

Legal constitution

Charity registered in Scotland on 22/10/1996, number: SC003259
Registered at Companies House on 27/10/1994, number: SC153915

Filing Record

5 returns made; all on time

Main office

7 Atholl Crescent, Perth, PH1 5NG

Objectives

The company's objects are to promote any charitable purposes for the public benefit in (i) Perth and Kinross and (ii) elsewhere by i) the advancement of education by providing clients with information, clarification and understanding of legislation and their legal rights and responsibilities. ii) the relief of those in need by assessing clients entitlement to welfare benefits, by providing assistance in claiming benefits and by assisting them to appeal against refusal to benefits and by doing so ensure they do not suffer from poverty. iii) the advancement of human rights by ensuring that people do not suffer through ignorance of their human rights and by taking such actions required to redress the situation and restore justice. iv) advancement of health by providing a comprehensive advice service which deals with all aspects of clients problems and alleviates the stress and anxiety caused by unsolved problems. v) advancement of community development by recruiting, training and developing local citizens to be volunteer advisers in the Citizens Advice Bureau who in turn assist members of the public in their community and in doing so contribute to the development of their community.

Data Sources